Please contact firstname.lastname@example.org to register
Saturday, October 5
|6:30 PM||Treasurers’ Dinner (Invitation only)|
Sunday, October 6
|Committee & Other Meetings
|12:15-1:30||NIPF Board Meeting|
|1:30-2:00||NAST Foundation Meeting|
|2:00-3:00||Legislative Committee Meeting|
|3:00-4:30||Portfolio Managers (State Members Only)|
|3:15-4:15||Program & Learning Committee Meeting|
|4:30-5:30 pm||Caucus Meeting for Chief Information Officers & Government Policy Directors (State Members Only)|
|4:30-5:00 pm||Regional Meetings — Election of Vice Presidents and discussion of regional business|
|5:30-6:00 pm||First-time Attendees & Corporate Members Welcome Reception (Invitation only)|
Meet and greet new and returning Treasurers, staff and corporate friends in the Vista Ballroom & Terrace at the Naples Grande Beach Resort. Resort casual attire.
Monday, October 7
(This is a business casual attire conference.)
|7:30-8:30 am||Networking Breakfast|
|8:30-9:00 am||Special Welcome from CFO Jimmy Patronis (FL)
& Remarks from NAST President David Damschen (UT)
|9:15-11:45 am||Annual Business Meeting|
|12:00-1:30 pm||Awards Luncheon|
|1:45-3:00 pm||Plenary Session 1: Economic & Municipal Market Update.
2019 has already been an interesting year for the economy and municipal bond market. With trade tensions escalating, economic indicators weakening, and the U.S. presidential election looming, along with the Federal Reserve cutting interest rates for the first time in eleven years, these are all signs of increasing market volatility and a potential recession. But at the same time, state and local tax collections have continued to grow at a rate of 3.8% in the first quarter of 2019. This panel will look at the state of the economy and discuss the impact on the municipal bond market.
Moderator: Treasurer Manju Ganeriwala (VA)
Jim Glassman, Head Economist, Commercial Banking, JP Morgan
|Committee & Other Meetings|
|3:30-4:30||Caucus meeting for Deputy Treasurers/Chiefs of Staff (State Members Only)|
|4:00-5:00||Corporate Affiliate Advisory Board Meeting|
Guest Event: Guests will visit the 170 acre Naples Botanical Gardens, which includes a 90 minute tour exploring the lush tropical flora. Whether it grows in soil, sand or the water you’ll see it here. Box lunch will be served in the lovely Palm Court. The tour leaves the hotel at 10am and returns around 1:30. (*This event is included in the guest registration fee.)
Cocktails and Buffet Dinner
Naples Sailing and Yacht Club
Put on your best nautical wear to watch the boats come in and the sun go down! Please no jeans, T-shirts or sneakers (club rules).
Tuesday, October 8
|7:30-8:30 am||Networking Breakfast|
|8:45-10:15 am||Plenary Session 2: Business Resiliency: Ransomware and Cyberattacks Start with Email Compromise.
All it takes is one innocent click of the mouse to set off a maelstrom for tens of thousands, if not millions of dollars lost to the dark world of the web. Sounds like something ripped from the headlines, but it happens more often than you think. Your office can quickly become a victim and an embarrassing headline simply by opening an email attachment or clicking on a malicious link. The more you know about how ransomware and business email compromise attacks are performed, the better your chance to avoid them and to quickly recover if you do become a victim. This session will discuss how to prevent attacks, but also what to do if your office becomes a victim.
A cybersecurity case study will be presented based on current and historical examples of actual cyber crisis that resulted in legal actions, media attention, and financial loss. Don’t let that be your office! Participants will work through a cyber incident to better understand the skills needed to respond to a breach and take solutions back to the office so your state is not next.
Moderator: Treasurer Kelly Mitchell (IN)
Adam Bulova, Executive Director – Global Head of Red Teaming & Cybersecurity Exercises, JPMorgan Chase & Co.
|10:30-12:00 pm||Plenary Session 3: Meeting Past Promises and Looking to the Future: The Transforming Role of State Treasurers in Retirement Policy.
State Treasurers can play a critical role ensuring citizens in your state have access to retirement security – either through the management of state retirement systems, including retiree health care programs, established for public sector employees; or increasingly, by developing innovative programs to meet the needs of underserved lower and middle-income private sector workers.
Recently, two policies have emerged as leading retirement security initiatives at the state level. First, required risk reporting and management measures for public pensions: to provide policymakers and budget officials with better information to plan for the economic uncertainty ahead and ensure the fiscal sustainability of the states’ finances and benefits for workers. And second, state sponsored retirement savings plans: accounts sponsored by the state government that would allow private sector workers to participate in tax-deferred savings plans when they don’t have access to a retirement plan through their workplace. Since 2017, eight states have adopted risk reporting requirements for their public pension systems, and ten states have implemented state-sponsored retirement plans for workers who don’t otherwise have access to a savings vehicle.
With respect to retiree health policy and the rising costs and visibility of health benefit obligations, many plan sponsors offering group-based medical and prescription drug coverage to Medicare-eligible participants are aggressively exploring their options. They want to honor the commitments they’ve made to their retired workers, while better managing the annual costs, large liabilities and uncertainty that comes with maintaining the status quo. Two distinct strategies have emerged: (1.) adopt a group Medicare Advantage medical plan, or (2.) migrate retirees to the individual Medicare exchange market. Both offer the potential for savings, but that’s where the similarities end. We will share the similarities and differences between these two different approaches to help you evaluate which strategy is best to honor the commitments you have made to your retired workforce.
Starting with an overview of state and national demographic trends, the panel will discuss how these age cohorts may affect state finances and ratings, the impacts on state credit, public and state-sponsored pensions, and health care obligations.
Moderator: Treasurer Shawn Wooden (CT)
John Grosso, FSA, MAAA, Senior Vice President, Health & Benefits, Aon
Greg Mennis, Director, Strengthening Public Sector Retirement Systems, The Pew Charitable Trusts
Katie Selenski, Executive Director, California Secure Choice Retirement Savings Investment Board (CalSavers)
|12:00-1:30 pm||Luncheon and Keynote speaker
Arthur C. Brooks, author of Love Your Enemies: How Decent People Can Save America From the Culture of Contempt. He will speak about a new way to lead based not on attacking others, but on bridging national divides and mending personal relationships. Mr. Brooks is an expert on the connections between social entrepreneurship, philanthropy, and economic, political, and cultural developments. Arthur is a professor of the practice of public leadership at Harvard Kennedy School and a senior fellow at Harvard Business School. He is a former President of the American Enterprise Institute, a research foundation focused on individual opportunity and free enterprise.A book signing will follow the event.
Plenary Session 4: ABLE Accounts and Financial Education: A Critical PartnershipMillions of Americans with disabilities and their families lack the economic empowerment which may diminish their choices and quality of life experiences. State ABLE programs and financially managed ABLE accounts offer a new road map that encourages saving and investing financial resources, setting financial goals, and making informed financial decisions for the short- and long-term.This relaxed, informal session will showcase some of the effective and innovate approaches your colleagues are pursuing to increase ABLE enrollment and to help individuals with disabilities and their families to manage, grow and use their account to become more financially stable and secure. Together we’ll explore how we can leverage ABLE accounts and financial education resources to help our citizens with disabilities change expectations, imagine and shape new goals, and celebrate a new quality of life experience.
Moderator: Treasurer Fiona Ma (CA)
Michael Morris, Executive Director, National Disability Institute
Bonnie Wallace, Hands on Banking, Wells Fargo Foundation
State Treasurers’ Roundtable — An open forum for Treasurers to discuss topics and issues related to their offices.
Guest Event: Guests can sit back and enjoy the ride on one of Naples’ signature trolleys, as expert guides combine humorous stories and historical facts in a two-hour tour that’s both entertaining and educational. The tour showcases local landmarks, world class shopping, and beautiful beaches and waterways. After the tour, guests will dine at Caffe Milano, a gourmet restaurant with a modern take on classic Naples fare in a casual setting right in the heart of downtown Naples. Tour leaves hotel at 10am and returns about 2:15. (*This event is included in the guest registration fee.)
Tropical Resort Party
Joins us by the pool for a casual event with music, food and drinks, and beach games with your colleagues. This is the night for shorts, Hawaiian shirts, and flip-flops.
Wednesday, October 9
|8:00-8:45 am||Networking Breakfast|
|9:00-11:00 am||Post-Conference Workshop
Thanks for Coming in Today: Exploring Customer Service Tools in the Workplace. Providing a positive experience for your constituents and your staff builds loyalty and dedication. In this hands-on workshop, attendees will learn how to empower staff to turn complaints into kudos, to identify potential problems before they occur, and to make even the minutest details a memorable experience. The award-winning trainer will explain how a positive work environment is the baseline for creating a great customer experience, as well as the importance of understanding the customer service journey in your organization. Every state Treasury office will receive a copy of Thanks for Coming in Today: Creating a Culture Where Employees Thrive and Customer Service is Alive (2018).
Speaker: Charles Ryan Minton, President, CRM Hospitality & Consulting
The Southwest Florida International Airport is located in Ft. Myers.
We recommend taking a cab or ride-sharing service to the Resort; it’s about a 25 minute ride.
Registration and Event Ticket Information
|Member Type||Early Bird
Aug 1-Sep 4
Sep 24-Oct 9
|Treasurers, Staff, and Networks||$660||$810||$910|
|Other Gov’t &
|*Private Sector Guest||$440||$440||$440|
|*Public Sector Guest||$330||$330||$330|