GTOT Winter Seminar 2020 – Program

Sunday, February 23

Time Event CPE

Hours Location

3:30 – 4:00 Education Committee Meeting Texas A

4:00 – 5:00 First Time Attendee & Student Attendee Social Hour Texas A

Monday, February 24

Time Event CPE

Hours Location

7:30 – 8:15 Registration Ballroom Foyer

7:30 – 8:15 Breakfast – Sponsored by Valley View Consulting, L.L.C. Dining Room

8:15 – 9:15 Water for Texas: Water for the Future Kathleen Jackson, Texas Water Development Board

1.0 Majestic A/B

9:15 – 9:30 Break – Sponsored by PiperSandler Ballroom Foyer

9:30 – 10:30 Bank Services & Account Analysis Review Richard Long and Emily Upshaw, Valley View Consulting, L.L.C.

1.0 Majestic A/B

10:30 – 10:45 Break – Sponsored by FHN Financial Ballroom Foyer

10:45 – 12:00 How the Evolving Economic Environment is Changing the Landscape for Portfolio Managers Craig Dismuke, Vining Sparks

1.5 Majestic A/B

12:00 – 1:00 Lunch – Sponsored by Fitch Ratings, PFM Group, and TexasCLASS Dining Room

Concurrent Sessions

Time Event CPE

Hours Location

1:15 – 2:30 Property Tax/Rollback Tax Steve Murray, Fitch Ratings

1.5 Majestic A/B

1:15 – 2:30 Navigating through Secondary Market Fixed-Income Investment Offerings Carol Mackoff and Fernando Pulido, Multi-Bank Securities, Inc.

1.5 Majestic C

2:30 – 3:00 Break – Sponsored by Fitch Ratings, PFM Group, and TexasCLASS Ballroom Foyer

3:00 – 4:15 Pools and Mutual Funds: Similarities & Differences Nelson Bush, PFM Asset Management LLC

1.5 Majestic A/B

3:00 – 4:15 Evolutions in the Short-Term Fixed Income Marketplace Chris DeBow, TexasCLASS

1.5 Majestic C

Time Event CPE

Hours Location

4:30 – 5:30 GTOT Investment Policy Certification Corrine Steeger

1.0 Majestic A/B

Winter Seminar Reception Sponsored by TexPool

Ballroom Foyer 6:00 – 7:00 p.m.

Please join us for canapés, drinks, and networking.

GTOT’s Annual Fiesta Sponsored by Hilltop Securities Inc., LOGIC, and TexSTAR

Tuesday, February 25th 7:00 – 9:00 p.m.

Mi Tierra 218 Produce Row

You’re invited and it’s included in your registration! Don’t forget to RSVP when registering. If you have questions or need to pay for a guest, please call (940) 369-7843 or email gtot@unt.edu.

Meet in the lobby of the Embassy Suites at 6:45 p.m. for the short walk to Mi Tierra.

GTOT Winter Seminar 2020 – Program

Tuesday, February 25

Time Event CPE

Hours Location

7:30 – 8:15 Registration Ballroom Foyer

7:30 – 8:15 Breakfast – Sponsored by Hilltop Securities Inc., LOGIC, and TexSTAR Dining Room

8:15 – 9:15 Economic Commentary Lindsey Piegza, Stifel Financial

1.0 Majestic A/B

9:15 – 9:30 Break – Sponsored by Independent Financial Ballroom Foyer

9:30 – 10:30 SmartSA: San Antonio’s Approach to Smart & Connected Communities Brian Dillard, City of San Antonio

1.0 Majestic A/B

10:30 – 10:45 Break – Sponsored by Capital One Ballroom Foyer

10:45 – 12:00 Forecasting Follies - A Review of Economic and Interest Rate Forecasts Greg Warner, HilltopSecurities Asset Management

1.5 Majestic A/B

12:00 – 12:30 Annual Business Meeting Majestic A/B

12:30 – 1:15 Lunch – Sponsored by Stifel Dining Room

Concurrent Sessions

Time Event CPE

Hours Location

1:15 – 2:30 Disclosure Rules (15 & 16) Jeff Leuschel, McCall, Parkhurst & Horton L.L.P.

1.5 Majestic A/B

1:15 – 2:30 Investing 101: Terms, Securities, Processes Erik Felthous, North Texas Municipal Water District; Gilbert Ramon and Greg Warner, HilltopSecurities Asset Management

1.5 Majestic C

2:30 – 3:00 Break – Sponsored by Ramirez Ballroom Foyer

3:00 – 4:15 Issuing Municipal Bonds: Trends, Best Practices, and Disclosure Considerations Marie Autphenne, Raymond James

1.5 Majestic A/B

3:00 – 4:15 Investing 102: Nuts & Bolts of Purchases and Investing Erik Felthous, North Texas Municipal Water District; Gilbert Ramon and Greg Warner, HilltopSecurities Asset Management

1.5 Majestic C

Wednesday, February 26

Time Event CPE

Hours Location

8:00 – 9:00 Breakfast – Sponsored by Wells Fargo Dining Room

9:00 – 10:45 Fraud: AP & Banking Kim Maxey, Wells Fargo

2.0 Majestic A/B

11:00 – 12:30 GTOT Board Meeting The Range

Thank you to our Sponsors for making Winter Seminar great!

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Honorary Sponsors

McCall, Parkhurst & Horton L.L.P. ♦ Municipal Advisory Council of Texas

Raymond James ♦ SAMCO Capital Markets, Inc.