On-Demand Webinars
How to Modernize Your Technology for Governments
Top Things to Know When Buying Enterprise Software in the Public Sector
Buying enterprise software for state or local governments can be a complex process. Whether you’re in the middle of evaluating enterprise software or just getting started, this webinar will walk you through the most important things to know. Watch this conversation with Craig Slack, Chief Investment Officer of the City of Chicago, and Andrew Cooke, Deputy Treasurer of Arlington County, Virginia, as we discuss:
- How to factor timing around budget season
- Tips for evaluating vendors
- Best practices for RFPs
- How to prove ROI
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Featured Presenters
Craig Slack
Chief Investment Officer, City of Chicago
Craig Slack
Chief Investment Officer, City of Chicago
Craig A. Slack is the Chief Investment Officer for the Office of the Chicago City Treasurer Melissa Conyears-Ervin. In this role, Craig oversees a team of professionals who manage and monitor the city’s investment activity, develop short and long-term investment policies, and maintain investor relations.
Craig has more than 30 years of experience in the investment industry, primarily serving institutional clients in a fixed-income sales capacity. Prior to his role in the Chicago City Treasurer’s Office, Craig was with RBC Capital Markets, a leading provider of financial services, where he formed their Institutional Middle Market Division.
Before working at RBC Capital Markets, Craig served as the Managing Director, Principal with Bear Stearns & Co for 20 years where his duties included senior institutional fixed income sales in addition to a role in sales management.
Craig holds a Bachelor of Business Administration in finance from the University of Iowa and has Series 7 and Series 63 securities licenses.
Andrew Cooke, CA, CPA
Deputy Treasurer, Arlington County, Virginia
Andrew Cooke, CA, CPA
Deputy Treasurer, Arlington County, Virginia
Andrew is a CA and CPA with a wide experience in investments, acquisitions, financing and communicating with stakeholders. For the past three years, Andrew has worked in the Treasurer’s Office for Arlington County, Virginia as the Deputy Treasurer, Accounting and Treasury Management. Previously, Andrew was the Treasurer for Kemper Insurance (Lumbermen Mutual Casualty Company) and managing a $5.0 billion investment portfolio in addition to his other duties. He received his BA (Honours) in Business Administration from the University of Western Ontario in London, Ontario, Canada.
Tom Lofton, CFA
Principal Solutions Consultant, Clearwater Analytics
Tom Lofton, CFA
Principal Solutions Consultant, Clearwater Analytics
Tom Lofton is a Principal Solutions Consultant for Clearwater Analytics where he works specifically with public funds clients. He has spent his career mostly in the fixed income investment management space with stops at different institutions around the country. Prior to joining Clearwater Analytics, Tom was a fixed income portfolio manager for the Oregon State Treasury. In that capacity, he oversaw the fixed income portfolio for the state treasurer’s funds, the Short Term Investment Fund & started a fund that had longer-term duration for an LGIP option as well.
Since joining Clearwater Analytics, Tom has been instrumental in helping Clearwater’s public funds team expand while helping Clearwater’s product team uncover new opportunities in the public finance & debt space, interest allocation and apportionment, and public funds collateral programs.