Building on ACT203A, this course will give attendees a detailed and advanced cash management and investment focus. Attendees will review best practice depository relationships and contracts, GASB reporting for statements 31, 40 and 72, safety in collateral arrangements and safekeeping, as well as how to establish competitive and effective broker / dealer relationships. Prerequisite: ACT203A.

A test will be given for those taking the course for TASBO certification credit.

This ACT203B Investing School Funds course will be in-person only. Course materials, including the final exam will be accessed online. Attendees should bring a device to the training to access the course materials.

DATE:Thursday, November 7th, 2024
LOCATION:ESC 3, 1905 Leary Lane Victoria, Texas 77901
TIME: 9:00 AM - 4:00 PM (One hour break for lunch on your own)
FEE: $210 Member | $285 Non-member
HOTEL INFORMATION: TASBO does not have a room block at any hotel for this course.
PREREQUISITE: None
CEU/CPE HOURS: 6/7

Cancellation Policy: Cancellations are only accepted in writing. Cancellations received seven (7) working days before the event are canceled in full; those received one (1) to six (6) working days before the event are canceled at 50 percent. Cancellations are not accepted the day of or after the event. If you do not cancel and/or do not attend, you are still responsible for payment. If TASBO cancels an event, you will be fully refunded.

If you have questions regarding registration, payments, or changes, please email register@tasbo.org.