PDF 2018 Member & Conference Brochure

2018 Member & Conference Brochure

Legislative Conference

February 11-13 | Grand Hyatt Hotel | Washington, DC

Treasury Management Training Symposium

June 5-8 | Buena Vista Palace Hotel & Spa | Lake Buena Vista, FL

Annual Conference

September 30-October 3 | Scottsdale Resort at McCormick Ranch | Scottsdale, AZ

Table of Contents

1 | President's Message 2 | About NAST 4 | Member Benefits 6 | 2017 Sponsor Acknowledgements 8 | Legislative Conference

Feb 11-13, Washington, DC 12 | Treasury Management

Training Symposium Jun 5-8, Lake Buena Vista, FL 16 | Annual Conference Sept 30-Oct 3, Scottsdale, AZ

Get Involved With NAST!

u NAST's committee structure offers our public and private sector members the opportunity to engage on a wide variety of issues.

v NAST's three conferences offer unparalleled networking, educational and continuing education opportunities.

w NAST's webinar series offers members the chance to learn from their desks throughout the year.

x NAST sponsorship program provides participants with tremendous advertising and visibility during conference programs.

MESSAGE FROM NAST'S INCOMING PRESIDENT

Friends and Colleagues, I am honored to represent the National Association of State Treasurers (NAST) as its 2018 President. NAST has worked effectively over the decades using a collaborative and substantive approach, working together to tackle common goals that are in the best interest of our citizens and respective States. The current success and growth of NAST is the result of the tireless work of prior NAST Presidents, hardworking and effective NAST staff, and engaged and proactive NAST members, community members, and corporate partners. I am dedicated to building upon NAST's successful track record and welcome you in joining me as we continue to expand NAST's role as a leader for good government and effective management. I invite you to work with me in encouraging active participation in conferences and committee work for this successful and essential organization. The educational benefits, professional development, and policy work that NAST offers will be a central focus in my term as President. I look forward to the year ahead and hope to see you all in Washington, DC in February for the Legislative Conference; Lake Buena Vista, Florida in June for the Treasury Symposium; and Scottsdale, Arizona in September for the Annual Meeting. Please review the 2018 NAST brochure and mark your calendars for the conference dates for the year ahead. I wish you all success and look forward to working with you as we continue to support the National Association of State Treasurers.

Beth Pearce 2018 NAST President State Treasurer of Vermont

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ABOUT NAST

The National Association of State Treasurers was founded in 1976 to provide a forum for state treasurers to share information and learn from each other. NAST seeks to provide advocacy and support that enables member states to pursue and administer sound financial policies and programs benefiting the citizens of the nation.

Membership is composed of all state treasurers or state finance officials with comparable responsibilities from the United States, its commonwealths, territories, and the District of Columbia. The private sector is represented through the Corporate Affiliate Program that was established to build professional relationships and foster cooperation between the public and private sectors. The association serves its members through educational conferences and webinars, a variety of working groups, policy advocacy and publications that provide information about developments in public finance.

COMMITTEES

Executive Committee The association is governed by an Executive Committee (see committee members at right).

ABLE Committee This committee tracks federal legislative and regulatory activity related to ABLE programs and provides members with advocacy positions and updates on these issues.

Banking and Cash Management Committee This committee provides leadership on all banking related issues that impact State Treasuries and also coordinates the Banking & Cash Management Track at the Treasury Management Training Symposium.

Financial Education and Empowerment Committee This committee tracks the financial literacy programs in all states and provides assistance to states on how to broaden and promote those programs.

Legislative Committee This committee tracks any legislative issues in Congress and the Administration that is relevant to state treasury departments. They provide regular updates on these issues to the membership while also publishing advocacy documents for all to use as references.

Pension and Trust Investment Committee This committee provides guidance and education on pension related issues to members.

Program Committee Chaired by the NAST Senior Vice President, the program committee works with the Corporate Affiliate Board to identify and develop plenary sessions and keynote addresses at NAST's conference offerings.

Taxation Committee This committee tracks federal legislative activity related to changes in the tax code that would impact state treasury operations or state finances in general. The committee provides members with updates on these issues and develops advocacy positions and supporting materials in the event the membership need to take action.

NAST NETWORKS

College Savings Plans Network (CSPN)

The College Savings Plans Network is a network of officials who administer Section 529 qualified tuition programs and are dedicated to enhancing the communication, cooperation and effective administration among the plans. The Network seeks to influence the setting of national policy affecting the Section 529 qualified tuition plans and those saving for college, and to ensure that Section 529 qualified tuition plans remain a leading choice for families to save for college.

National Association of Unclaimed Property Administrators (NAUPA)

Formed in 1962, NAUPA is the foremost authority on unclaimed property and the affirmed leader of the coalition of states, administrators, and holders working together to reunite rightful owners with their property. The purpose of the association is to promote and strengthen unclaimed property administration and interstate cooperation in order to enhance States' return of unclaimed property to rightful owners and provide a forum for the open exchange of information and ideas. Members represent all states, the District of Columbia, the Commonwealth of Puerto Rico, U.S. Virgin Islands, several Canadian provinces, and other governmental entities.

State Debt Management Network (SDMN)

The State Debt Management Network represents state officials and other persons involved in the issuance, management, and/ or oversight of public debt. SDMN provides assistance, shares information and promotes professional relationships in the large state debt community while providing educational and professional development opportunities for its membership.

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2018 EXECUTIVE COMMITTEE

PRESIDENT Beth Pearce State Treasurer Vermont

SECRETARY-TREASURER Deborah Goldberg State Treasurer Massachusetts

EASTERN REGION VICE PRESIDENT Seth Magaziner State Treasurer Rhode Island

SOUTHERN REGION VICE PRESIDENT Curtis M. Loftis, Jr. State Treasurer South Carolina

CSPN REPRESENTATIVE Jim DiUlio Director Wisconsin 529 College Savings Program

SDMN REPRESENTATIVE James MacDonald First Deputy Treasurer Massachusetts

SENIOR VICE PRESIDENT David Damschen State Treasurer Utah

IMMEDIATE PAST PRESIDENT Ken Miller State Treasurer Oklahoma

WESTERN REGION VICE PRESIDENT Tim Eichenberg State Treasurer New Mexico

MIDWEST REGION VICE PRESIDENT Don Stenberg State Treasurer Nebraska

NAUPA REPRESENTATIVE Dennis Johnston Unclaimed Property Administrator Utah

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ASSOCIATION STAFF

Shaun Snyder Executive Director shaun@

Chris Hunter Deputy Executive Director / CSPN chris@

Jeremy Dawson Digital Media Manager jeremy@

William Gerlich Communications william@

Emma Heydlauff Membership Services Manager emma@

Matthew Hoekstra NAST Government Affairs mbhoekstra@wms-

Donna Maloy Meeting Planning Services dmaloy@

David Milby NAUPA Association Director david@

Lori Slagle Accounting Services lslagle@

Preston Weyland SDMN Association Director preston@

Kathleen Young Meeting Planning Services kyoung@

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