Executive Treasury Management Track

Executive Treasury Management classroom presentationThe National Institute of Public Finance includes an intensive public finance curriculum, providing crucial insight into current public finance issues; developing the skills required for the future, free from commercial influence; and sharing ideas, best practices, and cutting-edge strategies.  Participants in the Executive Treasury Management track will complete four core sessions, along with eight track-specific sessions.

Courses are being updated weekly.  View the updated curriculum and agenda for Executive Treasury Management track participants below.

Day 1
Jul 23 2017

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.

National Institute of Public Finance Registration at Villa Graziadio, Pepperdine University

NIPF Registration materials and light snacks will be available.

Welcome to the 2017 National Institute of Public Finance

van Rensburg, Deryck J.
Andrew Benton, President, Pepperdine University
Benton, Andrew
John Chiang
Chiang, John
Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken

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...
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Hegar, Glenn
Mitchell, Kelly
Deb Goldberg
Goldberg, Deb
Mangiofico, Gary

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.
Oklahoma Treasurer Ken Miller
Miller, Ken

Break, Buses Depart for Dinner

Shuttle buses will begin to depart for dinner at 5:45 p.m.

Welcome Group Dinner

Shuttle buses will begin to depart for the hotel and villa at 8:00 p.m.
Day 2
Jul 24 2017

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.

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...
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Ganeriwala, Manju
Hegar, Glenn
Mark Gordon
Gordon, Mark
Deb Goldberg
Goldberg, Deb
Vermont Treasurer Beth Pearce
Pearce, Beth

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...
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Fitzgerald, Michael
Tropeano, Mike
Ferris, Karolyn

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...
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Gallo, Elena
Ebert, Holger
Damschen, David

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....
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Wilhelm, Paige
Michaliszyn, Amy
Ganeriwala, Manju

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.

Luau Reception and Dinner at the Four Seasons Westlake Hotel

Shuttle bus for Villa Graziadio guests will depart at 9:00 p.m.
Day 3
Jul 25 2017

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.

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...
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Singh, Sukhsimranjit

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...
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Gravo, Mitchell D.
Treasurer David Lillard
Lillard Jr., David H.
Daniels, Patrick W.
Lieberman, Jeremy

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....
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Hellman, Charles
Marshall, Caroline
Wagers, Ken
McQuillen, Mark

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...
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Federle, Julian
Creonte, Peg
Alexander, Kerry
Boozer, Young

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.

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...
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Day 4
Jul 26 2017

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...
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Simpson, Jennifer

Lessons Learned: How to Bring Best Practices Home (ETM)

Camp, Gwen
Parsell, Ryan
Metcalf, Seth
Austin, Karen
Scudder, Ford

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...
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Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken