Downstate Fall Seminar 2020

Thursday October 1,  2020 | 1:00 - 4:00 pm | Virtual Seminar

Special Pay Plans and Your Retirement (1:10 PM to 2:00 PM):

Learn what the components of Special Pay Plans are and how they are funded.  Also covered will be how these plans are created and administered in the public sector as well as how funding Special Pay Plans can benefit both the employee and employer.

1 CPE Specialized Knowledge (Gov't)  | 1 GFI Elective Credit

C. Kurt Miller, Managing Director, US Employee Benefits Services Group 
Robert Ruotolo, Area Sales Director, US Employee Benefits Services Group

Fixed Income Investing in the Public Sector (2:10 PM to 3:00 PM)

Investing public funds in the midst of one of the lowest investment yield environments is at best an incredible challenge.  This session will highlight investment policy best practices (keeping within New York State statutes for investing) and how a cash flow forecast, along with permitted investments, can be brought together to structure a fixed-income portfolio.  Current market dynamics and how to consider different interest rate environments when considering a fixed-income portfolio will also be discussed.

1 CPE Specialized Knowledge (Gov't) | 1 GFI Elective Credit

Vanessa McMichael, CTP, Director - Fixed Income Strategy, Wells Fargo Bank, N.A.  
Garret Sloan, CFA, Director - Fixed Income Strategy, Wells Fargo Bank, N.A.  
Paul DiGrado, Senior Vice President - Government Banking, Wells Fargo Bank, N.A.  

The Business of Government has Changed: It's Time to Get Over It! (3:10 PM to 4:00 PM)

Let’s face it, the way government ran yesterday versus how it must run tomorrow is a real issue. The public-sector was resource pinched before the Pandemic, so the age-old saying of, “Working smarter not harder” is essential; not a cute phrase.

Our new normal will require everything from shorter-term budget analysis and using data more effectively to finding efficiencies and protecting institutional knowledge because staff is leaving quicker and replacements are harder to find.

This session will cover how one community is using available technology to reduce risk while increasing productivity and improving communications with the public, policymakers and employees in the process.

1 CPE Specialized Knowledge (Gov't) | 1 GFI Elective Credit

Robert Kittle, President & CEO, Munetrix
Dawn Donovan, Comptroller, Town of Eastchester







  • Payment should be made in advance.
  • If you need a hard copy of the registration, please contact the office. 



  • CPE- Only confirmed viewers of the live program can receive CPE credits.
  • GFI- Credit can be earned from both live and recordings of the program.



  • Cancellation notices must be made in writing and emailed to
  • Cancellations made up to one week prior to the event, will be refunded the registration fee less an administrative fee of $15.00.
  • No refunds will be issued for cancellations made less than one week before the event; the registrant is liable for the full amount of registration.
  • No Shows are liable for all registration fees.
  • Upon registering for this event, you agree to this policy. 
October 1st, 2020 1:00 PM   through   4:00 PM
The Comfort of Your Home or Office, NY
Event Fee(s)
Seminar Fee
Member $ 60.00
Non-Member $ 90.00