Title of Session or Presentation:

Navigating Today’s Investment Landscape: A Municipal Finance Mix & Mingle

Description of Session:

Join us for an engaging and informative afternoon as we wrap up the year with a dynamic session designed specifically for municipal finance professionals. The session will explore the latest economic conditions, emerging industry trends, and practical strategies to help local agencies strengthen their investment programs.

Our presentation will guide you through:
• Current Economic Status and what it means for municipal portfolios
• Industry Trends shaping public sector investing in 2026 and beyond
• Building an Effective Investment Ladder to maximize safety, liquidity, and yield
• Understanding Various Investment Types and how to match them to your agency’s needs

This session blends learning with celebration, enjoy a relaxed afternoon with appetizers, networking, and a few fun surprises along the way. We’ll conclude with a special year-end surprise to thank our attendees and recognize the incredible work happening across our municipal finance community.

Come ready to learn, connect, and celebrate a successful year together! 

Speakers:

Michael Erhardt, CPA, Stifel

Dylan Levy, Stifel 

Speaker Bio:

Michael S. Erhardt is a Managing Director in the Strategies and Analytics department at Stifel. He works closely with financial institutions on balance sheet and investment portfolio strategies, liquidity management, and evaluation of asset/liability exposure. Michael has over 18 years of experience with financial institutions, including serving as Executive Vice President and Chief Financial Officer for Paragon National Bank from 2004 until 2011. At Paragon National Bank, Michael was responsible for the investment portfolio, cash management, SEC reporting, asset/liability management, information technology, and deposit operations. He speaks often at industry conferences on the U.S. economy, expectations for interest rates, and relevant investment portfolio strategies.

Dylan Levy serves as a Vice President, bringing years of diverse experience across sales, marketing, financial analysis, institutional investing, and product management. He began his career as an analyst at Stifel, where he developed a deep understanding of capital markets, investment strategy, and client advisory practices. Dylan is known for his collaborative approach, strong analytical skill set, and commitment to helping clients navigate complex financial challenges. His broad background enables him to bridge technical analysis with practical solutions that support long-term client success. 

Registration Deadline:

Monday, December 1, 2025

Registration Fee:

Members $50, Non-Members $55

This meeting qualifies for 1 hour of Technical CPE

Sponsored By: