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 [email protected].
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.