120th Annual Conference Sessions: Treasury and Investment Management
120th Annual Conference Sessions: Treasury and Investment Management
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Sessions for Monday, June 29
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Mon
29 Jun
10:30 AM - 12:10 PM CT
Procurement
You Get a P-Card, and You Get a P-Card, and Everyone Gets a P-Card
Religion, politics, family drama, and purchasing card (P-card) policies are the four topics we can all agree should not be discussed at the dinner table. Within the world of public finance and procurement, P-cards tend to elicit strong emotions. Are P-cards an efficient tool for streamlining processes, empowering managers, and modernizing payment options that should be used as much as possible by departments and their staff? Or do P-cards invite fraud, reckless spending, lack of compliance, and reconciliation nightmares?
1.5 CPE credits
Level: intermediate
More info -
Mon
29 Jun
3:10 PM - 4:25 PM CT
Treasury and Investment Management
Measure Thrice, Explain Once: Reporting on Performance of Investment Portfolios
Measuring government investment portfolio performance is essential for accountability and transparency, strategic decision-making, and achieving governmental goals. However, government investing follows different principles than traditional investing. Safety and liquidity are the hallmarks of public investing, followed by return, and governments should incorporate these concepts in how they measure the performance of their investment portfolio.
1.5 CPE credits
Level: basic
More info -
Mon
29 Jun
4:45 PM - 5:35 PM CT
Treasury and Investment Management
A Penny for Your Thoughts
In 2025, the United States federal government stopped producing new pennies. Anticipating a penny crunch, some retailers are moving away from using "cents" in financial transactions by rounding cash transactions up or down to the nearest nickel, but depending on state and local laws, governments may not be able to round tax and fee transactions.
1 CPE credits
Level: basic
More info
Sessions for Tuesday, June 30
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Tue
30 Jun
8:30 AM - 10:10 AM CT
Treasury and Investment Management
Cyber Crime and Public Finance
Fraud and cyber-enabled crimes are advancing quickly, exposing new vulnerabilities in local government treasury operations. Sophisticated schemes—from compromised email systems to payment diversion—are outpacing traditional controls, making stronger defenses essential. GFOA’s Cyber Risk Savvy report highlights the accelerating threat environment and offers strategies every government should adopt.
2 CPE credits
Level: basic
More info -
Tue
30 Jun
3:35 PM - 4:50 PM CT
Treasury and Investment Management
Dealing with the Heat: Understanding the Hottest Topics in Investment
To uphold their fiduciary duty, finance and treasury professionals must understand the variables that could impact their investment portfolios and mitigate any potential negative impacts. In today's volatile and uncertain market, this is easier said than done.
1.5 CPE credits
Level: basic
More info