Curriculum
Be Prepared to Meet the Demands of Today’s Complex Public Treasuries
The Certificate in Public Treasury Management curriculum consists of core sessions, along with three focused tracks. Participants may customize their educations by selecting one of the following educational tracks:
Courses are being updated weekly. View the updated full curriculum and agenda below.
Day 1
Jul 23 2017
Day 2
Jul 24 2017
Day 3
Jul 25 2017
Day 4
Jul 26 2017
8:00 am–1:00 pm
Four Seasons Westlake Hotel
Hotel Registration at the Four Seasons Westlake
Buses will be departing for Pepperdine University beginning at 11:00 and leaving every 30 minutes with the last bus leaving at 1:30 for the Institute.
11:00 am–2:00 pm
Pepperdine Villa
National Institute of Public Finance Registration at Villa Graziadio, Pepperdine University
NIPF Registration materials and light snacks will be available.
2:00 pm–2:45 pm
Large Lecture Hall
Welcome to the 2017 National Institute of Public Finance
van Rensburg, Deryck J.
Benton, Andrew
Chiang, John
Pearce, Beth
Miller, Ken
2:45 pm–3:00 pm
3:00 pm–4:15 pm
An Introduction to Public Finance & Debt Management: The State of Public Finance (PFDM)
Treasurers and public finance experts will cover the scope of the municipal markets and how public finance has evolved in the recent past. In addition, the session will introduce the... Read More
Frans, Myron
Parker, Ian
Hogan, William J.
Pan, Ruth
Governance: Key Players and Models within the Investment Universe (IP)
Engage in a timely discussion on overall governance structures featuring overall oversight infrastructure, delegation of authority tiers, key investment organizational roles, effective board management, and much more. Introduction Dr. Abraham... Read More
D’Agostino, John
Urdan, Jennifer
Park, Abraham
Lewis, Bryan
Gordon, Mark
Williams, Ash
3:00 pm–4:15 pm
Organizational Alignment: Best Practices for Governing to Meet Your Vision, Mission and Objectives (ETM)
In this session, a panel of Treasurers will share their views on leadership and management that leads to operational excellence and outstanding performance; that includes a dialogue on: · What... Read More
Hegar, Glenn
Mitchell, Kelly
Goldberg, Deb
Mangiofico, Gary
4:15 pm–4:30 pm
Fireside Chat with 70th United States Secretary of the Treasury Robert E. Rubin
Learn about new challenges; how to assess, respond, and proactively approach changes; and how to move forward with a winning strategy.
Rubin, Robert E.
Miller, Ken
5:30 pm–6:00 pm
Break, Buses Depart for Dinner
Shuttle buses will begin to depart for dinner at 5:45 p.m.
6:00 pm–8:00 pm
Welcome Group Dinner
Shuttle buses will begin to depart for the hotel and villa at 8:00 p.m.
7:00 am - 8:15 am
Shuttles Depart Four Seasons Westlake Village
Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.
8:00 am - 5:00 pm
8:00 am–9:00 am
Pepperdine Villa
Continental Breakfast
Shuttle buses will begin to depart for Pepperdine at 7:00 a.m. Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.
9:00 am–10:15 am
Large Lecture Hall
From the Treasurer’s Perspective: Meeting Challenges and Operating Effectively in the Modern World of Public Finance (Core Session)
Engage in a unique, interactive experience featuring treasurers and treasury management perspectives from across the nation. Take part in an interactive survey experience involving real treasurer’s scenarios from operating in... Read More
Ganeriwala, Manju
Hegar, Glenn
Gordon, Mark
Goldberg, Deb
Pearce, Beth
10:15 am–10:30 am
10:30 am–11:45 am
Enhanced Alpha Through Operational Excellence (ETM)
The role of the custodian continues to evolve as the environment in which both clients and providers operate becomes more complex, time-sensitive, and data intensive. More and more, asset owners... Read More
Fitzgerald, Michael
Tropeano, Mike
Ferris, Karolyn
10:30 am–11:45 am
Leading the Public Finance and Debt Management Functions: Governance and Transactions Processes for Results (PFDM)
Learn about exemplary practices for managing the public finance and debt management process, looking at innovative approaches to structuring, leading, and managing the public finance and debt activities of the... Read More
Rogers, Kelly
Dawley, Greg
Belsky, Michael
Metcalf, Seth
Putting the Pieces Together: Overall Portfolio Construction and Risk Management Resources (IP)
Asset allocation is the primary determinant of an institution’s long term investment performance. Asset allocation balances risk and reward through the apportionment of a portfolio’s assets between investment categories to... Read More
Richter, David
Doyle, Kristen
Guimaraes, Arthur
Grabel, Jonathan
Park, Abraham
Frerichs, Michael
11:45 am–1:00 pm
1:00 pm–2:30 pm
Challenges of the Brave New World: Budgeting for Projects, Cash Forecasting, and Reporting Liabilities (PFDM)
This session focuses on the planning functions underlying debt management including cash forecasting, the types of forecasts, the forecasting process, methods, and best practices; and cost behavior, decision evaluation, developing... Read More
Scott, Lois A.
Branson, Russ
Shires, Michael
Traditional Investments—Part I: Breaking Down Traditional Investments and the Fixed Income Landscape (IP)
Explore and review foundations of Traditional Investments and Fixed Income, and their importance within the overall portfolio. Session Leaders Dr. Gregory Brown, Professor of Finance, Sarah Graham Kenan Distinguished Scholar... Read More
Veroude, Alex
Wright, Alex
Palmer, Andrew
Brown, Gregory
Khouri, Nick
1:00 pm–2:30 pm
Procure to Pay Straight Through Processing: Pipe Dream or Reality (ETM)
The demands on government treasury, accounts payable / accounts receivable staffs and related operations have never been greater. Changing consumer payments expectations are fueling new payment technologies and a need... Read More
Gallo, Elena
Ebert, Holger
Damschen, David
2:30 pm–2:45 pm
2:45 pm–4:15 pm
Best Practices and Strategies for Issuance and Proceeds Management (PFDM)
Understand the best practices for managing issuance proceeds and short-term investments, including the logistics and mechanics of deal structuring, underwriting and bond issuance; credit ratings; pricing and yields on short-term... Read More
German, Lourdes
Kantor, Steven
Traditional Investments—Part II: Continuing to Break Down Traditional Investments and the Public Equities Landscape (IP)
Explore and review foundations of Traditional Investments and Public Equities, and their importance within the overall portfolio. Session Leaders Dr. Gregory Brown, Professor of Finance, Sarah Graham Kenan Distinguished Scholar... Read More
Vargova, Mariela
Wilson, Andy
Masse, Kenneth A.
Carlson, TJ
Brown, Gregory
Magaziner, Seth
2:45 pm–4:15 pm
Surviving and Thriving in the New Liquidity Landscape (ETM)
With the SEC’s money market reform in the rearview mirror, a new era of liquidity management has emerged, reshaping the way public finance officers must think about managing their cash.... Read More
Wilhelm, Paige
Michaliszyn, Amy
Ganeriwala, Manju
4:15 pm–6:00 pm
Break, Return to Hotel
Shuttles will begin to depart for the Hotel at 4:15 p.m. with the last bus departing for Villa guests at 5:45 p.m. for dinner.
6:30 pm–9:00 pm
Four Seasons Westlake Hotel—Outdoor Lawn Area
Luau Reception and Dinner at the Four Seasons Westlake Hotel
Shuttle bus for Villa Graziadio guests will depart at 9:00 p.m.
7:00 am - 8:15 am
Shuttles Depart Four Seasons Westlake Village
Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.
8:00 am–9:00 am
Pepperdine Villa
Continental Breakfast
Shuttle buses will begin to depart for Pepperdine at 7:00 a.m. Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.
8:00 am - 5:00 pm
Rising to the Challenge: Leadership in Treasury Management and Meeting New Industry Challenges with a Fresh Perspective (Core Session)
Gain a new perspective on leadership in the 21st century, as we explore the necessary levels and attributes of successful leadership in public treasury management. The session will be led... Read More
Singh, Sukhsimranjit
10:15 am–10:30 am
Financial Institutions and Capital Markets, Evolutions and Real World Application (PFDM)
Explore the landscape of financial institutions, commercial banks, investment banks and brokerage firms; credit unions’ and special purpose financial institutions. The session will also focus on capital markets, including a... Read More
Hann, Nicholas
Glass, Eric
Rockwell, Byron
Solomon, Zachary
Peck, Charles
CIO Roundtable: From the CIO Perspective – The Use of Active Management and Alternative Investments (IP)
This session will explore types of alternatives and reasons for using each, including private equity, private credit, hedge funds, and real assets; along with how to allocate among them (portfolio... Read More
Wolfson, Jeremy
Schloss, Larry
Sawyer, Andrew
Brakebill, Michael
Carlson, TJ
Palmer, Andrew
Brown, Gregory
Grabel, Jonathan
Park, Abraham
Fulfilling Fiduciary Duties in Treasury Management: Taking on and Fighting Fraud (ETM)
In this session, a panel of shareholder litigation experts will share their positive experiences helping public fund trustees and managers develop and implement “best practice” policies and procedures to identify... Read More
Gravo, Mitchell D.
Lillard Jr., David H.
Daniels, Patrick W.
Lieberman, Jeremy
11:45 am–1:00 pm
1:00 pm–2:45 pm
Legal and Regulatory Issues, MSRB Rules, GASB and Disclosure (PFDM)
Obtain leading legal insight and perspective on the challenging regulatory infrastructure. Key topics include the general regulatory environment, primary regulators and standard setters of international financial markets, the U.S. legal... Read More
Kim, Mark T.
Mead, Dean
Reynolds, Christine
Alternative Investment Universe: Strategic Overview of Alternative Investments and Their Importance Within the Overall Portfolio – Part I (IP)
Join engaging alternative asset class breakout sessions with custom case studies, and a group discussion on overall alternative asset-class themes. Introduction Shawn Mundy, Professor of the Practice of Finance, Executive... Read More
Smith, Lincoln
Kochis, Rob
Gilbert, Myles
Elio, Michael
Munday, Shawn
1:00 pm–2:45 pm
Unclaimed Property Best Practices: Data Security (ETM)
With an increasing number of high profile data security breaches occurring over the course of the past few years, there are significant implications for unclaimed property programs across the country.... Read More
Hellman, Charles
Marshall, Caroline
Wagers, Ken
McQuillen, Mark
2:45 pm–3:00 pm
2:00 pm–4:00 pm
Alternative Investment Universe: Strategic Overview of Alternative Investments and Their Importance Within the Overall Portfolio – Part II (IP)
Join engaging alternative asset class breakout sessions with custom case studies, and a group discussion on overall alternative asset-class themes. Introduction Shawn Mundy, Professor of the Practice of Finance, Executive... Read More
Technological Innovation and Big Data…Can They Change Public Finance? (PFDM)
Explore how emerging technologies and big data are modernizing public finance by improving transparency, easing the burden of disclosure, lowering borrowing costs and globalizing access to capital.
McIntyre, James
Bookman, Zachary
Posner, Matt
Wilson, Jase
Negroni, Hector
3:00 pm–4:30 pm
Leveraging Your 529 Plan: Trends in College Savings (ETM)
529 plans have been helping American families achieve their college dreams since 1996. Twenty years on, nearly every State and the District of Columbia is a sponsor of at least... Read More
Federle, Julian
Creonte, Peg
Alexander, Kerry
Boozer, Young
4:00 pm - 5:15 pm
Alternative Investment Universe: Debrief and Key Findings – Part III (IP)
Introduction by Dr. Shawn Mundy; updates and key findings by each breakout group leader.
5:00 pm - 5:30 pm
Break, Shuttle Buses Depart for Dinner
Light snacks and drinks will be served. Shuttle buses depart for the Reagan Library, beginning at 5:15 p.m.
6:15 pm–9:30 pm
Reception and Dinner at the Reagan Library – Sponsored by AIF Global, AIF Institute, Kaplan Fox, and Kayne Anderson Capital Advisors, L.P.
Shuttle buses will begin to depart for the Reagan Library at 5:15 p.m. Self-guided tours of the Library and Air Force One are available from 6:15 – 7:30 “Views and... Read More
7:00 am - 8:15 am
Shuttles Depart Four Seasons Westlake Village
Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.
7:30 am–8:30 am
Pepperdine Villa
Continental Breakfast
Shuttle buses will begin to depart for Pepperdine at 6:45 a.m. The last bus will depart at 7:45 a.m.
High-Integrity Leadership Creates the Good Society: A Moderated Discussion of Readings, Led by the Aspen Institute (Core Session)
In a format designed to expose attendees to the Aspen Institute’s method of text-based dialog, this session features a moderated discussion about the reading and personal interpretations of how it... Read More
Simpson, Jennifer
9:15 am–9:30 am
9:30 am–10:30 am
Lessons Learned: How to Bring Best Practices Home (ETM)
Camp, Gwen
Parsell, Ryan
Metcalf, Seth
Austin, Karen
Scudder, Ford
9:30 am–10:30 am
Public Finance and Debt Management from the Top: Key Takeaways and General Q&A (PFDM)
Leading treasurers will moderate a discussion of the key insights and takeaways from the Public Finance and Debt Management track’s sessions and curriculum.
9:30 am–10:30 am
The Aspen Institute Leadership Reading Session (IP)
Simpson, Jennifer
10:30 am–10:45 am
The Investments and Pensions Scorecard: Moving Oversight, Reporting, and Performance Evaluation to the Win Column (IP)
Introduction and Wrap Up Dr. Abraham Park, Pepperdine University Panelists Ron J. Henson, Treasurer, State of Louisiana Mark Gordon, Treasurer, State of Wyoming Michael Brakebill, CIO, Tennessee Consolidated Retirement System... Read More
Gill, Sean
Brakebill, Michael
Carlson, TJ
Park, Abraham
Henson, Ron J.
Gordon, Mark
10:45 am–11:45 am
The Aspen Institute Leadership Reading Session (PFDM & ETM)
Simpson, Jennifer
11:45 am–12:00 pm
Institute Certificate Presentations, Wrap-up and Box Lunches
Join Treasurer Ken Miller and Treasurer Beth Pearce for the conclusion of the 2017 National Institute of Public Finance. Box lunches will be available. Shuttle buses to airport begin to... Read More
Pearce, Beth
Miller, Ken
12:00 pm - 1:00 pm
Shuttles Depart for LAX
Shuttles will depart for LAX at 12:00 and 1:00
12:15 pm - 12:45 pm
Shuttles Depart for Four Seasons Westlake Hotel
Shuttles will depart for the hotel at 12:15 and 12:45