FGFOA Nature Coast Local Chapter Quarterly Seminar

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FGFOA Nature Coast Local Chapter Quarterly Seminar

Meeting Agenda

Last date for refund is 01/09/2025

When

1/14/2026 12:00 PM - 4:00 PM
Eastern Standard Time

Where

Citrus Hills Golf & Country Club 505 E. Hartford St. Hernando, FL 34442

Program options

Wednesday, 14 January 2026

Description
Economic & Market Update Leslie Weaber, Institutional Sales & Relationship Manager – PFM Asset Management* Datnilza “Dani” Metz, Institutional Sales & Relationship Manager – PFM Asset Management* This session will broadly cover areas of the U.S. economy and global markets that affect public investors. We will discuss the impact that the Federal Reserve's (Fed) actions have had on short-term interest rates and the potential outlook for interest rates in the future. Category TB Track TB Time 1:00 PM - 2:00 PM 1/14/2026 1:00 PM
Pension and OPEB Pre-Funding Strategies Kathryn Cannien Cannie, Vice President – Public Agency Retirement Services (PARS) Pension and retiree healthcare obligations remain a significant issue for local governments, especially in the face of volatile investment markets, rising rates, and ongoing fiscal uncertainty. This session will focus on innovative strategies that can help local governments manage their long-term costs and liabilities, with a specific focus on Section 115 trusts. It will cover the benefits of prefunding long-term liabilities, as well as how to properly structure and set up a trust for maximum success. Category TB Track TB Time 2:00 PM - 3:00 PM 1/14/2026 2:00 PM
Jeopardy! Leslie Weaber, Institutional Sales & Relationship Manager – PFM Asset Management* Datnilza “Dani” Metz, Institutional Sales & Relationship Manager – PFM Asset Management* This session will review recent economic and market developments. We will discuss how local governments may be affected by economic events such as changing inflation, geopolitical events, and the actions of the Federal Reserve. In the interactive game, we will review the broad spectrum of terms and topics that finance and treasury management professionals are dealing with on a daily basis. Make sure you come ready to play! Category TB Track TB Time 3:00 PM - 4:00 PM 1/14/2026 3:00 PM