2019 TrustINdiana Public Funds Management Seminars

Join Treasurer of State, Kelly Mitchell, and key staff members to learn more about a host of timely and important subjects. Topics will include investment options of local governments, assessment of risk, finding low-cost financing when borrowing, and today’s economy. These seminars are free and worth three education credits for treasurers, clerk treasurers, library directors, school business officials, and CPAs!

This year, TrustINdiana is hosting three seminars in the month of June. Each seminar will have two tracks for attendees to choose from. After reviewing the agenda, pick a seminar that best suits your schedule, select a track that you would like to attend, and register using the form below. We hope to see you there!


Wednesday

June 5, 2019

Paramount Theatre
Anderson

Thursday

June 6, 2019

Zaharakos Ice Cream Parlor
Columbus

Wednesday

June 19, 2019

Trails Banquet Facility 
West Lafayette

 


Agenda

9:00 a.m.
Registration

9:30 a.m.
Welcome Remarks 

Honorable Kelly Mitchell | Indiana Treasurer of State


10:00 a.m.
Economic Overview and Investment Policies

Crowe, LLP  | Accounting, Consulting, & Technology


10:30 a.m.
TrustINdiana Product Update

Cindy Barger | Executive Director, TrustINdiana


10:40 a.m.
BFD, Fraud, and the PDIF

Ryan Locke | Executive Director, BFD & General Counsel


11:15 a.m.
State Board of Accounts

11:45 a.m.
Question and Answer with Speakers

12:00 p.m.
Lunch

 

Track One:
I have a Project; How do I get Funding?

12:45 p.m.
Indiana Bond Bank

Mark Wuellner | Executive Director, IBB

Track Two:
I have Money; What do I do with it?

12:45 p.m.
TrustINdiana Product Update

Cindy Barger | Executive Director, TrustINdiana

Public Trust Advisors, LLC | Investment Management and Advisory Services


1:30 p.m.
Permissible Investments

Mike Frick | Chief Deputy Treasurer & Portfolio Manager


2:00 p.m.
Treasury Management

Kim Logan | Deputy Treasurer & Director of Operations

 


2:30 p.m.
Panel Q&A – All Speakers

3:00 p.m.
Event Concludes