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- PUBLIC'" <br />TRUST <br />ADVISORS <br />,i' INVESTMENT SEMINAR AGENDA <br />PUBLIC FUNDS INVESTMENT SEMINAR — THURSDAY, OCTOBER 12, 2017 <br />7:00 am to 8:00 am <br />REGISTRATION AND CONTINENTAL BREAKFAST <br />8:00 am to 8:20 am <br />WELCOME AND OPENING REMARKS: KEN BURKE, CPA <br />CLERK OF THE CIRCUIT COURT AND COMPTROLLER, PINELLAS COUNTY <br />8:20 amto9:10am <br />UNDERSTANDING. S&P LGIP RATINGS <br />S&P will review its updated criteria for rating LGIPs and outline <br />the main differences between its methodologies for rating stable <br />.and variable NAV pools: Additionally, S&P will provide an update <br />of the recent developments and trends in the LGIP and MMF <br />space. <br />PETER RIZZO, MANAGING DIRECTOR, <br />S&P GLOBAL — FINANCIAL SERVICES RATINGS <br />9:10 am to 10:00 am <br />TREASURY MANAGEMENT SOLUTIONS <br />This session will discuss A/P best practices for the <br />Government/Municipal Segment. The discussion will also include <br />an overview of TM Payables Products and Solutions to include <br />Procurement Cards, ePayables and other newer technologies. <br />AMY ASH, CTP, VICE PRESIDENT, <br />TREASURY MANAGEMENT OFFICER, TD BANK <br />10:00 am to 10:20 am Morning Break. <br />10:20 am to 11:10 am <br />AN AGING EXPANSION: WILL A CHANGE IN MEDICINE PROLONG ITS UFE? <br />The current economic expansion is now the third longest in US <br />history. As the Fed heads to the exit and Washington considers <br />changes in policy, will the expansion continue or come to a halt? <br />WILLIAM SEYFRIED, PH. D., ECONOMIST <br />ROLUNS COLLEGE <br />:11:10amto12:00pm <br />MUNICIPAL CONTINUING DISCLOSURE UPDATE <br />This session will discuss municipal continuing disclosure and <br />recent Municipal Continuing Disclosure Cooperation (MCDC) <br />Initiative and recent settlements by underwriters and issuers <br />and what issuers can take away from such settlements. <br />JEFFERY R. HIGGINS, MANAGING DIRECTOR, <br />BLX <br />12:00 pm to 1:10 pm Lunch (provided) <br />I..a,C_,k--• <br />Business( <br />Professional <br />rtc-gl�l�[�en <br />THIS PUBLIC FUNDS SEMINAR IS APPROVED FOR 8 HOURS OF <br />TECHNICAL BUSINESS CPE BY THE FLORIDA DEPARTMENT OF <br />BUSINESS & PROFESSIONAL REGULATION <br />,1:10 pm to 2:00 pm <br />MITIGATING FRAUD RISKS WITHIN THE LOCAL GOVERNMENT TREASURY <br />FUNCTION <br />This session will discuss ways to understand the latest fraud risks <br />affecting your local government's cash management and <br />investing functions, identify actual instances of fraud, namely <br />theft of cash, that have recently occurred within cities, counties, <br />and other local governments and learn about what internal <br />control activities could have been in place to preventthe fraud <br />from occurring or at least detect the malfeasance earlier. <br />ANDREW LAFLIN, CPA, PRINCIPAL, STATE AND LOCAL GOVERNMENT <br />CUFTONLARSONALLEN LLP <br />2:00 pmto2:50pm <br />MUNICIPAL MARKET UPDATE/COMPLYING WITH UNDERWRITING <br />REGULATIONS <br />The session will provide attendees with current municipal <br />market information such as recent trends in tax-exempt and <br />taxable interest rates, municipal bond issuance and investor <br />participation. Presenters will also briefly discuss required <br />disclosures and/or areas of enhanced focus by broker-dealers in <br />order to comply with industry regulations. <br />ALEX BUGALO, MANAGING DIRECTOR, MATTHEW SANSBURY, MANAGING <br />DIRECTOR, MARGARET LEZCANO, MANAGING DIRECTOR <br />STIFEL <br />2:50 pm to 3:10 pm Afternoon Break <br />3:10 pm to 4:00 pm <br />THE ROLE OF GOVERNMENT FINANCE OFFICERS IN SETTING PENSION <br />RETURN ASSUMPTIONS <br />Much attention and focus continues to be on the net return <br />assumption used for pension actuarial valuations. The divorce <br />between pension funding and pension accounting and other <br />factors have pressed government finance -officers into a high <br />profile duty to be certain the net return assumption is in the <br />mainstream of expert forecasters. <br />JAMES J. Rizzo, ASA, MAAA, SENIOR CONSULTANT AND ACTUARY <br />GABRIEL, ROEDER, SMITH & CO. <br />4:00 pm to 4:50 pm <br />INVESTMENT STRATEGIES IN AN EVER-CHANGING LANDSCAPE <br />Rising interest rates have provided a nice boost to interest <br />income and the public funds investment landscape continues to <br />evolve as public entities consider additional fixed income <br />security types for their investment portfolios. <br />JOHN F. GRADY III, CTP, MANAGING DIRECTOR <br />THOMAS N. TIGHT II, MANAGING DIRECTOR <br />P31 <br />