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  • September 27th Chapter Meeting

September 27th Chapter Meeting

  • Friday, September 27, 2019
  • 1:00 PM - 5:00 PM
  • Orange County Administration Building


Registration is closed


Please register by no later than Wednesday, September 25th. 

REMINDER:  You must be a paid member at the time of the event to earn CPE credits.


1:00 – 1:50

Tax-Exempt Post Issuance Compliance (1 hr – TB)

Brief Description: An overview of the Arbitrage Rebate, Continuing Municipal Disclosure, and Private Use requirements.

Presented by ERIK DINGWALL | Managing Director


2:00 – 2:50

If you Fail to Plan then You’re Planning to Fail (1 hr – TB)

Why is it so important to plan for your short term needs, retirement, and your next big adventure? Because if you’re not careful, LIFE can sneak up on you and bite you in the….. well you know!

This session will cover some of the basics of financial planning (no matter where you are in life) as well as investment strategies that can help you meet and perhaps even exceed your goals.  We will walk through a real life financial plan and hopefully raise your awareness of some of the topics you should be thinking about to move yourself and your family towards a successful financial future.

Presented by Dean Bosco, CFP®, Principal, CliftonLarsonAllen Wealth Advisors, LLC


3:00 – 3:50

Automating for the Future: The Payments Evolution (1 hr – TB)

This presentation will discuss Treasury Perspectives, the future of Payments and Fraud and Security controls in banking.

Presented by Amy B. Ash, CTP| Vice President 

Treasury Management Officer | CP&S Treasury Management

TD Bank, America's Most Convenient Bank


4:00 – 4:50

Economic Update and Performance Review (1 hr-TB)

It has been more than a decade since the FOMC cut the overnight Federal Funds rate and current projections estimate several additional rate cuts in the coming months, all while the U.S. economy appears to be on solid ground – at least for now.  What does this mean for investment earnings for public funds and what strategies should be considered in the current environment when considering historical performance over longer term investment horizons?

Presented by John F. Grady III, CTP, Managing Director, Public Trust Advisors, LLC

Orange County Administration Building
Board of County Commissioner Chambers
201 S. Rosalind Avenue
Orlando, FL 32801


Self parking is available in the parking garage directly across the street from the entrance - enter from Liberty Avenue  (the rate is $2 per hour; $15 maximum)

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