Winter 2025 Conference Materials

Winter 2025 Conference Agenda

Summer 2024 Conference Minutes

Treasurer's Report January 31, 2025

Winter 2025 Business Agenda

Winter 2025 CPE Form


Winter 2025 Conference Presentations

Financial Impacts of Natural Disasters - Ty Wellford, Davenport, Rebecca Joyner, Parker Poe, Melissa Moore, Buncombe County, Jeff Poley, NC Department of State Treasurer 

Bond Rating Overview - Peter Scherer, Kroll Bond Rating Agency 

Resilience in Action: Thriving in High-Stakes Financial Environments - Patrick Jeffs, The Resiliency Solution

Custody Services: Partnership with the Investment Advisor - Maxum Tomaszewski & Adam Bockhold, Huntington National Bank, Mel Hamilton, Chandler Asset Management 

Market Perspectives: Standing in Your Shoes - Vanessa Hubbard McMichael & Eric Mosca, Wells Fargo, Chris Reily, UBS, Brian Lee, MultiBank Securities, & Joel Volkening, Bank of America 

Alternative Payment Methods in a Cashless World - Gregory Jenkins, City of Raleigh & Nicole Haskins, Paymentus

Economic Update - Dr. Michael Walden, NC State University 

Fleet Financing Options - Rob Holman & Chad Elbert, Enterprise Fleet Mgmt.