The leading voice for excellence in public finance
The leading voice for excellence in public finance

Conferences & Education

Fall Forums 2020

Conference Information  

Fall Forums are Free for NAST Members, Registration Required!

In lieu of the Annual Conference, which was to be held in San Diego, NAST is offering five Fall Forums with topics suggested and selected by our members. Like most in-person events, we had to cancel our annual gathering but we are still providing the same quality professional learning you have come to expect from NAST.  These Forums offer 90 minutes of high-quality programing with extended conversations and networking. 

Membership in NAST is universal – anyone in your agency/company is a member and can sign up for these informational sessions. Please share this announcement with others on your staff who would benefit from attending these interactive sessions. Consider inviting a new employee who maybe doesn’t know NAST (yet) or a colleague you are mentoring.

Attendees will receive over seven hours of in-depth presentations from noted speakers either live or on-demand.  These online events are intended for all levels of staffing in Treasury and related offices and companies. Webinars will be recorded for on-demand viewing, although only live events are eligible for Certificates of Attendance.

October Fall Forum Schedule

All sessions occur between 2:30-4:00 PM ET/ 1:30-3:00 PM CT/ 12:30-2:00 PM MT/ 11:30-1:00 PM PT.

Thursday, October 8, 2020
State Financial Operations and Technology/Management During and Beyond COVID-19
Rapidly changing technology offers state treasuries radically new options to enhance and streamline their operations and COVID-19 has accelerated that need. This is an opportunity to review the use of technology and operations to meet your day-to-day requirements as well as modernize and improve services for your key stakeholders and constituents.

Logo Sponsors: AKF Consulting, Assured Guaranty, Clearwater Analytics, Fidelity, U.S. Bank, Verus Analytics and Wells Fargo
Moderator: Treasurer Zach Conine, NV

Tom Lofton, CFA, Principal Solutions Consultant, Clearwater Analytics
Catherine Moore, Product Executive, Wholesale Payments Product Delivery, Commercial Banking, J.P. Morgan
PN Narayanan, Chief Information Officer, Pennsylvania State Treasury
Erhiza Rivera, Senior Advisor, Washington State Treasury

Tuesday, October 13, 2020
Understanding How Consumer Behavior has Changed in Response to COVID-19
Welcome Sponsor: TIAA
The economic impact of COVID-19 has dramatically changed personal finance behavior for many American families.  What can state treasury consumer finance programs (retirement security, college savings, disability savings, unclaimed property and economic empowerment) do to meet these new demands now and in the future.
Logo Sponsors: AKF Consulting, Assured Guaranty, Clearwater Analytics, Moody’s, U.S. Bank, Vanguard, Verus Analytics and Wells Fargo
Moderator: Treasurer John Murante, NE
Karl Meekings, Global Banking & Capital Markets Lead Analyst, EY
Kim Olson, Senior Advisor, Behavioural Insights Team – North America
Ken Wagers, Vice President, Client Information Services, Kelmar Associates
Treasurer Dave Young, CO

Thursday, October 15, 2020
State Finances in the Era of COVID-19
Welcome Sponsors: Bank of America and Federated Hermes
2020 started with record high markets, states finally reaching and surpassing pre-recession revenues and reserves, and widespread economic confidence. Since March, however, Congress had passed several bills constituting the largest stimulus package in history, first time unemployment claims hit all-time highs, and a global pandemic roiled markets. Join us for comprehensive discussions on the status of state finances in 2020, the impacts of COVID-19 on state budgets, and where state finance officials go from here. Panel topics will include analysis of federal stimulus efforts, updates on state budgets, liquidity and cash flow challenges, state debt borrowing, and much more.
Logo Sponsors: AKF Consulting, Assured Guaranty, C.S. McKee, Clearwater Analytics, Fidelity, Jefferies, Kamakura Corp, Moody’s, Morgan Stanley, TD Bank, U.S. Bank, Verus Analytics and Wells Fargo
David Wessel, Director of the Hutchins Center on Fiscal and Monetary Policy, The Brookings Institution
Treasurer David Damschen, UT
Treasurer Rachael Eubanks, MI
William Goldthwait, Vice President, State Street

Tuesday, October 20, 2020
Building an Inclusive Society
Examine structural and systemic barriers that limit opportunity for many Americans and explore strategies that State Treasuries can implement to build a more inclusive workforce. Additionally, the forum will discuss how State Treasuries can strive for economic justice through every aspect of its work — from investing, to issuing bonds, to building financial education, etc. What can Treasurers do to make their state’s economy truly work for and benefit all residents?
Logo Sponsors: AKF Consulting, Assured Guaranty, Clearwater Analytics, Fidelity, U.S. Bank, UBS Asset Management, Vanguard, Verus Analytics and Wells Fargo
Treasurer Deborah Goldberg, MA, NAST President

Treasurer Kelly Mitchell, IN, NAST Senior Vice President
David Eichenthal, Executive Director, Center for Justice and Safety Finance, PFM
Ron Homer, Chief Strategist, Impact Investing, RBC Global Asset Management
Ommeed Sathe, Vice President, Impact Investments, Prudential 

Thursday, October 22, 2020
From Traditionalists to Gen-Z: How can we understand and effectively work together?
Welcome Sponsor: Capital Group/American Funds
For the first time in history five generations of employees are in the workforce at the same time. There are a multitude of different behaviors and strategies each generation uses to accomplish their day-to-day tasks that may lead to conflicts amongst staff. Using history and humor, attendees will learn tools and tips for effectively working with all generations whether working in the office or from home. Hear strategies from Treasurers including how they’ve adapted their workplace during the pandemic.

Logo Sponsors: AKF Consulting, Assured Guaranty, Clearwater Analytics, Morgan Stanley, U.S. Bank, Verus Analytics and Wells Fargo
Keynote Speaker:
Stephanie Blondell, Associate Professor, Pepperdine University Caruso School of Law
Treasurer Allison Ball, KY
Treasurer Henry Beck, ME

Treasurer Nancy Kopp, MD

Registration Rates 

Member Type
Registration Rate Per Person
NAST Members
Free for dues paying members

Fall Forum Sponsorships 

Fall Forum App Sponsorship – $25,000, Limited to one!

One sponsor will be the sponsor for our conference app where your logo will be featured on the app splash page and banner, which attendees will use to access all links to webinars, handouts, speaker information, etc. This will be visible during the entirety of the Fall Forums, which will take place over an extended period of time compared to the in-person conference.  This sponsor will also have the opportunity to host a small group topical networking session during the month of October.

Welcome Session Sponsorships – $10,000

Limited to two sponsors per session. Limit one per company. Only three sessions still available!

This option includes a real-time welcome of the session. The sponsor will determine the session of choice after purchasing. Your logo will be included on the welcome slide for that particular session, in marketing for the session, and in NAST’s social media leading up to, during, and following the session.

Fall Forum Logo Sponsorships – $2,000 per session or $8,000 for all                    

This option includes your company logo on the webinar emails, welcome and post-conference slides for each Fall Forum session. You will select which session after purchasing.


NAST would like to thank our 2020 Fall Forum sponsors: