Resources

OACTFO Policies and Procedures (Revised January 2024)
OACTFO Bylaws (Revised September 2022)
Treasurer Primer (Second Edition)
History of OACTFO
Past Presidents
OACTFO Presidents by County

2025 Conference Presentations:

Keynote Personality Puzzle
GS1 Oregon Economic Outlook
GS2 Treasury Overview & Public Funds
GS3 Municipal Audit Law Update
GS4 Public Speaking Toastmasters and More
GS5 Agency & Supra Debt Panel
GS6 ERP Connections Where Does My Bank Fit In
GS7 The State of Frontend Fixed Income Markets for Public Entity Investors
GS8 Debts Deficits & Policy Choices in a Changing World
GS9 OGEC – Gifts
GS10 Joys of Issuing & Responding to an RFP
GS11 2025 AOC Legislative Session Recap
GS12 OSTF Policy Portfolio and Other Investment Concepts

2024 Conference Presentations:

GS1 Knowing the Why of Your Investment Structure
GS2 PERS and all that Jazz
GS3 Investment Observations & Market Update
GS4 Eco Market Political Update
GS5 Automating Payables
GS8 Next Level Payables

2023 Conference Presentations:

Keynote – Agility and Connection Moe Carrick
Keynote – Workshop Moe Carrick
GS1 – Market Volatility – GPA
GS2 – Treasury Update – Oregon State Treasury
GS3 – Modernizing Receivables – JP Morgan
GS4 – US Inflation and Rate Outlook – Piper Sandler
GS5 – Operating Policies & Procedures – Moss Adams
GS6 – Fraud and Data Security – US Bank
GS7 – Debt Issuance & Management – PFM
GS10 – Primer Update – Barnhart