SAVE THE DATES
Upcoming TrustINdiana Public Funds Investment 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. This seminar is free and worth three education credits for treasurers, clerk treasurers, library directors, school business officials, and CPAs.
Save your spot below!
Agenda:
9:00 a.m.
Welcome Remarks
Honorable Daniel Elliot | 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/How to Avoid Fraud?
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