Access on-demand learning on cutting-edge topics
NAST webinars are the product of a collaborative effort between federal and state governments and the industry to raise awareness of key issues and provide convenient online learning for public-finance officials and staffs.
NAST Cast Webinar Library
2024
CSPN Data, Operations & Technology Committee hosts UChicago to discuss 529 Research and the NAST Research Consortium
November 21, 2024
View presentation file
Power of Positive Legislation
October 9, 2024
Categories: Unclaimed Property
The Road Ahead: Anticipating AI's Next Leap and Its Global Impact
Final of a six part series - 30 minute Lunch & Learn
Sept. 11
Categories: Cyber Security, NAST
View presentation file
Reimagining Education: Preparing for an AI-Driven Future
Fifth in a six part series - 30 minute Lunch & Learn
Sept 4th
Categories: Cyber Security, NAST
View presentation file
The AI Revolution: From Workflow Automation to a World of Abundance
Fourth in a six part series - 30 minute Lunch & Learn
Thursday, Aug 28
Categories: Cyber Security, NAST
View presentation file
CSPN - 529 Technology Showcase
Showcasing new ways 529 plans encourage contributions with credit cards, Venmo, PayPal, Apple Pay and more.
August 27, 2024
Categories: College Savings
AI in Action: Transforming Data, Presentations, and Digital Content
Third in a six part series - 30 minute Lunch & Learn
August 21st
Categories: Cyber Security, NAST
View presentation file
Mastering AI Communication: The Art of Effective Prompting and Multi-Modal Outputs
Second in a Series - 30 minute Lunch & Learn
August 14th
Categories: Cyber Security, NAST
View presentation file
AI 101: Navigating the New Frontier of Artificial Intelligence
First in a Series - 30 minute Lunch & Learn
August 7th
Categories: Cyber Security, NAST
View presentation file
Data Analysis of Audit Aging Reports
Demonstration of an analytical tool to help evaluate report data to enable Audit Managers and Administrators to interpret historical and current data.
May 8, 2024
Categories: Unclaimed Property
ABLE Accounts & Social Security Benefits
April 17, 2024
Categories: ABLE
View presentation file
CSPN Prepaid Minicon Day 1 2024
April 10, 2024
Categories: College Savings
View presentation file
Vanguard Investor Behavior Research: Saving & Investing in 529s
Additional research referenced during the webinar can be found here: https://corporate.vanguard.com/content/dam/corp/research/pdf/ISGWTAR_052022_Online_Final.pdf
February 20th
Categories: ABLE, NAST
View presentation file
Improving ABLE Accounts through Federal Advocacy
Discussion of important federal initiatives of ASPN and NAST.
January 31, 2024
Changes to FAFSA and Student Aid: What 529 Administrators and Savers Need to Know
January 23, 2024
Categories: College Savings
2022
2023
CSPN 529 Technology Showcase
The Data, Operations and Technology Committee hosts this showcase highlighting the latest in 529 distribution strategies
December 5, 2023
An (Economically) Stimulating Look at Unclaimed Property
The NAST presentation will demonstrate research findings and provide detailed insights on the local and regional economic impacts resulting from the return of unclaimed property, helping policymakers and administrators improve unclaimed property systems with an eye toward economic stimulus.
Categories: Unclaimed Property
NAUPA Fraud Community presents : Masters of Disguise Share
October is Security Awareness Month, join us to learn about the tricks that fraudsters are using in unclaimed property, and leave with some treats in the form of tools to use to unmask these bad actors.
Categories: Unclaimed Property
Unclaimed Property in the National News: Good Morning America
In this virtual presentation, we will hear from representatives of three states who will share their valuable insights into their journey to the national spotlight, the strategies they employed to effectively share their work, and the impact on their programs.
Categories: Unclaimed Property
NAUPA Committee Webinar
may 23, 2023
Categories: Unclaimed Property
A Conversation with ABLE Experts - Q&A
April 19, 2023
Categories: ABLE
View presentation file
CSPN Prepaid Minicon Day 2
March 1st
Categories: College Savings
CSPN Prepaid Minicon Day 1
February 28th
Categories: College Savings
CSPN Prepaid Tuition Plan 2023 MiniCon
February 28 - March 1, 2023
Categories: College Savings
2022
2022
How State 529 Plans Have
Navigated Fixed Income
Markets
Navigated Fixed Income
Markets
In 2 years, inflation, returns, and volatility have changed rapidly in the fixed income markets . Join Morgan Stanley's Graystone Consulting for a review of fixed income markets. Then learn how state 529 plans - including Virginia, Illinois, and Kentucky -- have made different allocation changes in recent years to navigate the evolving fixed income markets.
November 3, 2022
Categories: College Savings
Closing the Wealth Gap with Baby Bonds
Wealth inequality in the United States has increased sharply over the past several decades, especially by race. Baby Bonds programs are a bold policy that can address this wealth gap by providing children, starting at birth, with a significant nest egg for their future.
October 26, 2022
Categories: Financial Education
View presentation file
Preparing Your Leadership for a Cyber Attack
October 12, 2022
Categories: Cyber Security
Bankruptcy 102: A More Detailed Focus on Unclaimed Property
October 6, 2022
Categories: Unclaimed Property
Can Anything Be Done About Rising College Costs?
April 20, 2022
Categories: College Savings
View presentation file
CSPN Prepaid MiniCon
The MiniCon will be held using the Zoom “meetings” platform to provide a conversational and engaging environment for participants.
February 23-24, 2022
Categories: College Savings
2021
College Board Trends in Higher Education
Here is the link to the Trends in Higher Education research that Jennifer and Matea referenced during the webinar: https://research.collegeboard.org/trends/trends-higher-education
November 10, 2021
Categories: College Savings
The "Public Finance Workforce Study" and the Future of Public Finance
The "Public Finance Workforce Study" and the Future of Public Finance
November 3, .2021
Categories: NAST, Public Finance
Cybersecurity and Fraud Impacts on Unclaimed Property
The presentation will take a look at data available on the dark web, findings data from fraudulent claims recently filed with states, and what states can do to help deter future fraud by having laws in place to make it easier to prosecute...
October 13th
Categories: Unclaimed Property
The Feds: Court Decisions, Congressional Legislation and Intergovernmental Cooperation
This session will highlight how actions by federal courts, agencies, and Congress during the preceding year (and historically as well) have and will impact NAUPA member jurisdictions...
September 9, 2021
Categories: NAUPA
Cyber Risk for Treasury Departments: Understanding the Questions to Ask
Sponsored by Kroll Government Solutions: This sixty-minute in-depth webinar that will provide insight and practical recommendations about the cyber risks facing State Treasury offices...
April 7, 2021
Categories: Cyber Security
How States are Helping Families Give the Gift of Education
February 11, 2021
Categories: College Savings
View presentation file
2020
Security through Simulation: How to Respond to a Social Media Hack
This online session will review the latest cyber threats posed by social media, outline real world examples of recent attacks, and leverage a table top exercise to simulate a real-life scenario in order to explore key strategies on how to remain vigilant and recognize potential threats to you and your organization.
December 9, 2020
Categories: Cyber Security
Prepaid Tuition Plan Outreach in a Virtual World
December 3, 2020
Categories: College Savings
Business Continuity in the Time of COVID-19
Preparing, testing, and documenting the Continuity of Operations Plan (COOP) is not a want, but is a need for all Treasury offices and other related agencies...
April 2, 2020
Categories: Cyber Security
2019
Benchmarks in the Municipal Bond Space
Review the historical evolution of municipal benchmarks, discuss recent developments in the space, and explore what the future may look like for state-level issuers.
December 12, 2019
Categories: Public Finance
Morningstar 529 Plan Overview
CSPN and the Morningstar team reviewed the process and system it uses to rate 529 plans.
Categories: College Savings
Tax Identity Theft and Refund Fraud Prevention (Member Only)
Cybersecurity Webinar Series 4: Hear from a panel of experts who were part of the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center (IDTTRF-ISAC) pilot program and learn how you can join this national effort. Sign in to view.
Categories: Cyber Security
View presentation file
Intra-state Collaborations
Cybersecurity Webinar Series 3: The importance of sharing data between Agencies
Categories: Cyber Security
The FAQs on Cyber Security Insurance
Cybersecurity Webinar Series 2: Building a Foundation of Information Security and Operational Resiliency
Categories: Cyber Security
Threat Mitigation through Training and Awareness
Cybersecurity Webinar Series 1: Learn how states can manage cybersecurity threats through training and awareness from NASCIO and the South Dakota Treasurer
Categories: Cyber Security
It Takes a Village to Raise an Industry
Learn from a panelist from a variety of trusted sources who will provide information about why they collect 529 data, the frequency and types of data collected, the nature and frequency of commentary, reports and/or recommendations about plans they provide, the panelists’ audiences, and a discussion about the importance of accurate, timely and consistent data.
Categories: College Savings
Qualified Institutional Buyers: How Can You Qualify and What Are the Benefits?
Investment managers discuss the benefits and risks of 144A securities and a law firm analyzing the regulations around this status.
Categories: NAST
2018
The Death Master File – Understanding Its Role In Unclaimed Property
Learn about what the DMF is, what changes have been made to it over the past several years, how it can be used to identify unclaimed property, and what recent unclaimed property legislation, both proposed and enacted, has had to say about it.
Categories: NAUPA, Unclaimed Property
State Members' Webinar
Review of NAST membership benefits and the 2018 Members' Needs Assessment Report
Categories: NAST
Corporate Affiliate Members' Webinar
Review of Corporate Affiliate membership benefits and the 2018 Members' Needs Assessment Report
Categories: NAST
Getting to Know Emma®
How well do you know EMMA®? The Electronic Municipal Market Access (EMMA®) website is the official source for information about bonds issued by state and local governments.
Categories: SDMN
AUCD ABLE: The Big Picture
Use the ABLE Act as an ongoing case study in disability policy, from legislation development and passage to implementation, evaluation, and revision
Categories: ABLE, NAST
Yikes!!! Amendments to SEC Rule 15c2-12 and Changes to My Continuing Disclosure Agreement!!
Learn about the SEC Rule 15c2-12 Amendments that were adopted on August 20, 2018.
Categories: NAST
AUCD ABLE: Basics
Learn the basics of the Stephen Beck, Jr. Achieving a Better Life Experience Act (ABLE Act)
Categories: ABLE, NAST
View presentation file
Financial Capability Through Innovation: Visa's Financial Education Programs
Through its global financial literacy initiative, Visa’s award-winning Practical Money Skills program strives to provide parents, teachers, students and consumers of all ages around the globe with innovative tools and resources.
Categories: Financial Education, NAST
Global Economic Update
Learn how topics such as the rising rate environment, geo-political disruption, and economic trends will impact state’s fiduciary responsibilities and the tax-exempt and taxable rates of municipal bonds.
Categories: NAST
View presentation file
Evaluating Outreach and Earned Media
Learn how to evaluate the effectiveness of your unclaimed property office at outreach and earned media
Categories: NAUPA, Unclaimed Property
Introduction to Reengineering the NAUPA Standard File Format
This webinar will give a brief overview of the NAUPA file format, why we are making changes, updates on progress and expected implementation.
Categories: NAUPA, Unclaimed Property
Imagine the 529 of Tomorrow
Imagine the 529 of Tomorrow with Richard Ellis, Senior Director for Compliance, Communications, Finance & Investment for my529 in Utah and Dan Payne, Marketing and Communications Specialist, with the GET program in Washington
Categories: College Savings
Financial Education: One Size Does Not Fit All
This webinar will explore what we know from research in financial education across a broad spectrum of the population: from children to those deep in their careers; those thinking about going to college and those thinking about retirement; and more.
Categories: Financial Education, NAST
South Dakota v. Wayfair: What's Next for Internet Sales Tax
Discuss how Congress and state and local government Chief Financial Officers are reacting to the decision and lobbying strategy for states and local governments.
Categories: NAST
View presentation file
Fintech: How to Apply New Technology and Gamification to Financial Empowerment
Learn how new technologies are changing financial empowerment
Categories: Financial Education, NAST
Opening the Safe Deposit Box: California’s New Approach
representatives from SCO’s Unclaimed Property Division will discuss how California was able to identify, retrieve, prepare, and load reports for over 75,000 US savings bonds for potential owners to claim.
Categories: NAUPA, Unclaimed Property
Post Tax Reform: Now What?
Explore the post tax reform landscape that state-level issuers face.
Categories: SDMN
2017
Collateral Pools: Best Practices
The Hon. Steve McCoy, Georgia Treasurer, and the Hon. Young Boozer III, Alabama Treasurer will join representatives from JP Morgan and Wells Fargo to take a look at data on how states use collateral pools and discuss innovative ideas on how to improve their effectiveness.
Categories: Banking and Cash Management, NAST
Putting Research Into Practice: Exploring the CFPB s Work in Financial Education
Learn more about the Consumer Financial Protection Bureau (CFPB)’s Financial well-being research, what financial well-being means to consumers, in their own words, for their own lives, and how it can be measured using the CFPB’s Financial well-being scale.
Categories: Financial Education, NAST
An Overview of September in Congress and What’s Next in 2017
Matthew Hoekstra from NAST's lobbying firm, Williams and Jensen discusses the latest with tax reform, government funding, the debt limit, and other key topics.
Categories: NAST
Municipal Bond Collateral and the Federal Home Loan Bank
This webinar will focus on the FHLB system and why the FHLB accepting municipals as collateral could have a very real and significant impact on demand for your issuance.
Categories: Banking and Cash Management, SDMN
Financial Education in Schools: Why Students Need to Learn the ABCs of Personal Finance
George Washington University School of Business Professor Annamaria Lusardi discusses the importance of financial education
Categories: Financial Education, NAST
Exploring the Details of the Financial CHOICE Act and its Relevance to NAST Members
Williams and Jensen’s Joel Oswald will provide a general overview of the Financial CHOICE Act, including specific provisions relevant to NAST members, and respond to your questions about bill and the direction of financial regulatory reform efforts in Congress.
Categories: NAST
Bridging the Gap in Financial Literacy
learn more about how Fidelity Investments, the Jump$tart Coalition and its’ partners are building an online training portal for teachers to help close the knowledge and confidence gap faced by teachers which holding our students back from learning critical financial literacy concepts.
Categories: Financial Education, NAST
Advancing Financial Capability in Your State Using Hands On Banking
Learn why more than 1.5 million people from countries around the globe annually visit handsonbanking.org and elfuturoentusmanos.org for free tools and educational resources to help people in all stages of life become smarter about money and achieve their financial goals.
Categories: Banking and Cash Management, NAST
Debt Management: Important Regulations Updates
Learn more about the IRS Issue Price Certificate regulations along with the SEC Proposal to modify its 15c2-12 disclosure rule.
Categories: SDMN
How Washington Really Works: How to Engage Federal Policymakers and Examining how a Bill Becomes a Law
Learn effective lobbying strategies that you can do from your state as well as details about how a bill gets passed in Congress.
Categories: NAST
Issuer Considerations: Bank Loans
Learn about the selection process, advantages, disadvantages, pricing, disclosure practices, credit implications, regulatory impacts, and overall best practices of bank loans/direct loans.
Categories: Banking and Cash Management, NAST