In-Person Seminars

Join Treasurer of State, Daniel Elliott, 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. The seminars are free and worth three education credits for treasurers, clerk treasurers, library directors, and CPAs.

Agenda

9:00 a.m.

Welcome Remarks

Honorable Daniel Elliott  | Indiana Treasurer of State

9:20 a.m.

Economic Overview

Public Trust Advisors, LLC

9:50 a.m.

BFD and the PDIF

Mike Neal  | Executive Director, Indiana Board for Depositories

10:20 a.m.

Cyber Security

Jeanette Carrender & Tad Stahl | Cybersecurity Awareness Specialist, Indiana Office of Technology

10:50 a.m.

Break

11:00 a.m.

Indiana Bond Bank

Jacob Blasdel  | Executive Director, Indiana Bond Bank

11:30 a.m.

Permissible Investments

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

Treasury Management

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

12:00 p.m.

Lunch

1:00 p.m.

TrustINdiana

Cindy Barger | Director, TrustINdiana

2:00 p.m.

Conclusion

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