Target Audiences: School Districts
Category: Cash Management
Bank Relationship Management & Treasury Management Learning Objectives : Products and Services Available to
more effectively manage cash flow.
Presenters: Mary Jane West - Biography over 30 years
banking and treasury management experience, specifically in the public funds
sector, dealing with schools, townships, counties and other public entities.
Back-up presenter: Nick Salsgiver - Biography over 10
years experience in treasury management experience.
Investment Policy / Market Update / Types of Eligible
Securities / Understanding Economic Data
Public Funds Management and the yield curve.
Learning Objectives: Providing an inside look at the
investment process and the vehicles for achieving competitive returns.
Presenters: Scott Keller, CFA, 25 years investment
management experience and portfolio management
Stuart Dekker, MBA Finance 30 years investment and
accounting experience.