Agenda for the In-Person Public Funds Management Seminar

In-Person Seminar

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. This seminar is free and worth three education credits for treasurers, clerk treasurers, library directors, school business officials, and CPAs.


May 18, 2022

Zaharakos Ice Cream Parlor

in Columbus
9:00 a.m. to 2:00 p.m.

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

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