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Speaker Topics

The Treasurer’s Core Duties
  • Investing our Money
  • Managing the Banking Network
  • Acting as a Debt Issuing Officer
  • Cash Flows and Reconciling
  • Accounts
Assessing the State’s Finances
  • Our Revenue Portfolio
  • Budgeting Processes and Spending Controls
  • Balance Sheet Management
  • DEFAC Forecasts and Operations
Government Efficiency and Accountability
  • GEARing Continuous Improvement
  • S.M.A.R.T. Strategic Thinking Evaluating Personnel and Performance Planning
  • Means of Benchmarking and Oversight
Improving Healthcare Systems
  • Moving from Sickness to Wellness and Volume to Value
  • Reforming State Employee Healthcare Benefits
  • Findings of the Health Fund Task Force
  • The Role of the State Employee Benefits Committee
Redefining Defined Contributions
  • Creating the Plans Management Board
  • Reforms to State Retirement Plans
  • The Role of Behavioral Finance in Plan Design
  • Fiduciary Duties in Plan Sponsorship
Ancillary Areas of Engagement
  • College and ABLE Savings Plans
  • Preserving Agricultural Lands
  • Fire Company Funding
  • The Board of Pardons

Invite the Treasurer


Date Posted: Tuesday, September 26th, 2017

I spent the formative years of my finance career in Chicago.  If you have ever visited that city, you can’t help but admire its site on Lake Michigan, the diverse but well demarcated retail, business and entertainment districts and the extensive park system that flows down more than 15 miles of Lake Shore Drive.  The […]

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Date Posted: Wednesday, June 28th, 2017

  In my first two years as State Treasurer, I have struggled to bring the core tenets of performance-driven organizations to bear on our office’s operations. Within weeks of taking on the job, I could see that we lacked the most basic components of such a system. We had no benchmarks or metrics for success and our […]

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Date Posted: Sunday, June 5th, 2016

  In what should come as a surprise to no one, everything in Dover is political. Politics, is, after all, the means for deciding who gets what, when and how. This is not a cynical assessment, but rather a reminder that politics is the best system we have yet invented for the free people of […]

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Date Posted: Sunday, March 20th, 2016

Chances are that you have had some meaningful encounter with our healthcare system. I don’t mean an annual physical or a one-off trip to an urgent care center. I am talking about a lengthy interaction, over a few months at least, involving multiple doctors and/or specialists. And, if not you personally, you have almost certainly […]

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Date Posted: Saturday, December 5th, 2015

  ‘Tis the season, for budgeting. And often, for gnashing of teeth and rending of garments. Not so this year. If you have followed developments since just before this past Christmas, you know that the Delaware Economic and Financial Advisory Council (DEFAC), the body that forecasts the amount of revenues that the General Assembly is limited […]

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Date Posted: Tuesday, September 15th, 2015

  I find that question brings us together. It’s easy to fall into our political divide of too much spending (Republican) vs. too little revenue (Democrat) when we argue over just one side of the equation. There’s far more concurrence, and curiosity, when we look at the nexus: what are we getting for our money? […]

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Date Posted: Saturday, June 6th, 2015

  This past quarter for me was dominated by the conclusion of two processes: a macro-level examination of our State’s revenue system and a micro-level review of my office’s workflow and resource utilization.  If that is not a topic sentence that grabs you, I suspect the rest of this read might require a little exertion […]

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Date Posted: Thursday, March 5th, 2015

  Last week I had the invitation to sit down in studio with a media outfit to interview me on my first 100 days in office.  The segment was less than 20 minutes but the interviewer was sharp and we did cover quite a few topics.  I don’t know that we broke any new ground, […]

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