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

Conferences & Education

2023 TMTS Call for Proposals

2023 Treasury Management Training Symposium in Portland, OR

NAST invites members and supporters to submit session proposals through this online portal for TMTS in Portland, Oregon June 12-15, 2023. The deadline to submit your proposals is January 27, 2023. We encourage Treasury and related offices, members of NAST Networks and Committees, Corporate Members, and other supporters to submit topics and speakers. To ensure a wide-ranging selection of sessions, we request proposals are panel presentations with diverse speakers, with peer-to-peer discussions that will reach varying skill levels and interests of the attendees; we are not seeking keynote speakers See below for the “Requirements and Specifications.”  For additional information about the tracks/themes, click on the Plan Your Proposal Ahead of Time button below.  

This PDF is for planning purposes only. Only online submissions will be accepted.

Proposals accepted through EOD January 27th. 

For background as you plan. 

Key Dates and Tracks

Key Dates

Deadline for submissions:
January 27, 2023

Evaluation period:
February 1-March 10, 2023

Acceptance (along with regrets) notifications sent:
March 13-17, 2023

Registration opens:
March 28, 2023

TMTS in Portland, Oregon:
June 12-15, 2023

Conference Tracks

We are seeking proposals for the following themes:

529 College Savings Plans

ABLE Savings Plans

Banking & Cash Management

Financial Education & Empowerment

Innovations & Trends in the Treasury

State Debt Issuance

Unclaimed Property 

The Audience

TMTS attendees are public and private finance sector employees including State Treasurers and staff including directors and managers who oversee investing and debt, college savings and ABLE plans, unclaimed property, operations, and financial education. Other treasury staff include Chiefs of Staff, communications, government relations, and technology directors. Also welcome are private sector, non-governmental, and other nonprofit employees. Members of the press may attend this event.

Session speakers should provide attendees with cutting edge information on research, effective practices, case studies, and policy initiatives that support sound financial policies and programs. Sessions should reflect workplace innovations through a higher level of engagement between colleagues and  promote idea-sharing in an interactive format.

Benefits of Presenting

If selected the panel will have the opportunity to gain recognition as experts among your peers, colleagues, and other thought leaders. Attendees will take your information back to their agencies for high-level discussions and/or immediate implementation. As a presenter, you will enhance your credibility and stature among an influential audience, refresh your personal knowledge as you prepare materials and visuals for presentation, and challenge yourself and your colleagues with thought provoking discussions and interactions during the session.

Requirements and Specifications

Evaluation Process

Members of the NAST Program & Learning Committee, CSPN, NAUPA, SDMN and other relevant Committees will evaluate the proposals. Any program member who submits a proposal (or is on a panel) will recuse him/herself from evaluating his/her own proposal.

Corporate Affiliate Members are invited to submit proposals that highlight relationships with NAST public finance members. Likewise, Treasurers and agency staff are encouraged to submit proposals showcasing where they excel. Sessions with diverse panelists (from public and private sectors) will be given preferential rating.

Sessions will be evaluated on the quality of the proposal, relevance to Track/Theme, application to the profession, and qualifications of speakers. Panels of practitioners are preferred over single presenters for a wider range of participation.