2020 TrustINdiana Virtual 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 for local governments, assessment of risk, permissible investments, 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 two virtual seminars in the month of September. Both seminars will have the same agenda with the same sessions and speakers, so please select the date that works best for you using the registration links below. We hope to “see” you there!


Tuesday

September 1, 2020

9:00 a.m. to 12:30 p.m.

Click Here to Register

Friday

September 4, 2020

9:00 a.m. to 12:30 p.m.

Click Here to Register

 


Agenda

9:00 a.m.
Welcome Remarks

Honorable Kelly Mitchell | Indiana Treasurer of State


9:30 a.m.
Economic Overview

Public Trust Advisors, LLC


10:00 a.m.
TrustINdiana

Cindy Barger  | Executive Director, TrustINdiana


10:30 a.m.
BFD, Fraud, and the PDIF

Ryan Locke | Executive Director, BFD & General Counsel


11:00 a.m.
Break

11:15 a.m.
Indiana Bond Bank

Mark Wuellner | Executive Director, Indiana Bond Bank


12:00 p.m.
Permissible Investments 

Mike Frick | Chief Deputy Treasurer & Portfolio Manager, Office of the Indiana State Treasurer


12:20 p.m.
Treasury Management

Kim Logan | Deputy Treasurer & Director of Operations, Office of the Indiana State Treasurer


 

12:30 p.m.
Conclusion

Register Now

Tuesday

September 1, 2020

9:00 a.m. to 12:30 p.m.

Click Here to Register

Friday

September 4, 2020

9:00 a.m. to 12:30 p.m.

Click Here to Register