2027 Treasury Management Training Symposium in Phoenix, AZ
NAST invites members and supporters to submit session proposals through this online portal for TMTS in Phoenix, which will be held June 14-17, 2027. We encourage State Treasury and related offices, members of NAST Networks and Committees, Corporate Members, and other supporters to submit topics and speakers for consideration. See below for key dates for the conference.
For background as you plan your proposal.
Read these instructions before you submit.
Key Dates and Tracks
Key Dates
Deadline for submissions:
February 8, 2027
Evaluation period:
February 9 – March 8, 2027
Acceptance (along with regrets) notifications sent to the facilitator:
Week of March 8, 2027
Early-bird registration opens:
March 30, 2027
TMTS in Phoenix, AZ:
June 14-17, 2027
Conference Tracks
We are seeking proposals for the following themes:
529 Education Savings Plans
ABLE Savings Plans
Banking & Cash Management
Financial Education
Innovations & Trends in the Treasury
Retirement Security
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, 529 and ABLE savings 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 to present, the panel speakers 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
- NAST seeks speakers who will include perspectives of Treasurers and staff, members of the NAST Networks and Committees, corporate affiliates and other supporters, including our partners in governmental and non-governmental agencies. Precedence will be given to diverse submissions for well-rounded perspectives.
- To help you pre-plan for your submissions for TMTS NAST members identified a list of topics as high need areas where specific training is needed. See the "Plan your Proposal" button above for details. Multiple submissions are permissible.
- Each session should include an introduction of suggested topics and/or speakers. Presenters must be available on any day for which NAST assigns the session taking into account the preferred day listed on the submission. NAST reserves the right to edit content for brevity, clarity and grammar.
- If accepted, speakers are expected to meet all the posted deadlines, including registering/paying for the event. You may submit multiple proposals, although this does not guarantee participation at TMTS. NAST will communicate with the individual identified as the Point of Contact / Facilitator in the online form.
- Using the conference mobile app is strongly recommended; such as polling the attendees during the session and to manage audience questions. NAST encourages presenters to add additional materials, besides PowerPoint slides, such as links to supporting documents.
- As a not-for-profit association, NAST does not pay an honorarium for session presenters. Speakers will be notified prior to the early bird registration period to receive the discount.
- TMTS is a non-commercial forum. Under no circumstances may a session be used as a place for direct promotion of presenter’s product, service, or monetary self-interest. Any indication of this in the submission will result in disqualification.
- Speakers at TMTS are expected to use material and language that does not discriminate on the basis of gender, race, color, ethnicity, religion, physical ability, or sexual orientation, and does not violate copyright laws.
Evaluation Process
Members of the NAST Program & Learning Committee, ASPN, The 529 Network, NAUPA, SDMN and other relevant Committees and Caucuses 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, State Treasurers and agency staff are encouraged to submit proposals showcasing where they excel. Sessions with diverse multi-person panelists (from public and private sectors) will be given preferential rating.
Sessions will be evaluated on the quality of the proposal, relevance to track, application to the profession, and qualifications of speakers. Panels of practitioners are preferred over single presenters for a wider range of participation. Evaluators may suggest sessions be merged and we ask all submitters to be open to that possibility.