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DEBTBOOK AT GFOA | JUNE 28 – JULY 1, 2026 | CHICAGO

Have You Driven

DebtBook Lately?

You might know us for GASB and Debt. But there’s a lot more under the hood now.

DebtBook has grown into a full treasury management system, built by former government finance professionals who understand the complexity of your work. Come see what’s new at GFOA’s 120th Annual Conference.

WHAT’S NEW

Treasury Management
Cash positioning, forecasting, and real-time bank connectivity

Intelligence Layer
AI-powered insights across your debt, cash, and investment data

Expanded Debt Management
Automated journal entries, ACFR disclosures, and full lifecycle tools

Investment Management
Post-trade compliance, performance tracking, and reporting

GASB 87/96 Compliance
The solution you already trust — now part of a bigger platform

TAKE IT FOR A SPIN

Hands-on demos at Booth #426

Our team is running live walkthroughs of the full platform at 1:00 PM every day. Whether you’re a longtime customer or exploring DebtBook for the first time, stop on by and see what's new.

Treasury Management

See the TMS in action: real-time cash positioning, automated bank reconciliation, and rolling forecasts that update as your data does.

Debt Management

Beyond portfolio tracking — automated journal entries, refunding analysis, ACFR disclosures, and full lifecycle management.

Intelligence Layer

AI-powered insights that surface opportunities and risks across your debt, cash, and investment data in real time.

Investment & Compliance

Post-trade tools for compliance monitoring, performance reporting, and GASB 87/96 — all in the platform you already know.

SPEAKING SESSION

A Beautiful Mess: Simplifying Treasury Operations with Modern Policies, Process, and Technology

Tuesday, June 30 |  10:30 AM - 12:10 PM |  Room E271

Join Greg Person, DebtBook's Chief Revenue Officer, for a session on how treasury policies and procedures, along with new technologies, systems, and practices, can greatly aid operations and simplify the behind-the-scenes network that drives these essential activities.

“We’ve had an 80% productivity gain in data management with DebtBook.”

— Mitali Shah, CPA

Debt Manager, City of Charlotte

READY FOR A TEST DRIVE?

Let’s find time to connect at GFOA.

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FIND US AT BOOTH #426

Meet the team.

Tyler

Tyler Traudt

Chief Executive Officer
Greg Person Headshot

Greg Person

Chief Revenue Officer
Lisa Finger Headshot

Lisa Finger

Head of Alliances and Channel
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Tom Wiese

Director of SMB & MM Sales
Caitlin Bates Headshot

Caitlin Bates

Director, Account Management
Luke Otto Headshot

Luke Otto

Manager, Treasury Product