Agenda
9:00 a.m.
Welcome Remarks
Honorable Kelly Mitchell | Indiana Treasurer of State
9:10 a.m.
Economic Overview
Public Trust Advisors, LLC
9:40 a.m.
Permissible Investments
Mike Frick | Chief Deputy Treasurer & Portfolio Manager, Office of the Indiana State Treasurer
10:00 a.m.
Treasury Management
Kim Logan | Deputy Treasurer & Director of Operations, Office of the Indiana State Treasurer
10:10 a.m.
TrustINdiana
Cindy Barger | Executive Director, TrustINdiana
10:30 a.m.
Break
10:40 a.m.
Tax Refund Exchange Compliance System
Jacque Clements | Director of Planning and Professional Development, Association of Indiana Counties
10:55 a.m.
BFD and the PDIF
Ryan Locke | Deputy Treasurer, General Counsel, & Executive Director of the BFD
11:15 a.m.
Indiana Bond Bank
Mark Wuellner | Executive Director, Indiana Bond Bank
12:00 p.m.
Lunch Break
1:00 p.m.
Fraud
Fraud Panel
2:00 p.m.
Conclusion