Explore the legal requirement in the Public Funds Investment Act (PFIA) for a periodic report, and the elements required by law to be included in the report. Review best practices in reporting the required information, the timing of the report presentation, and what to do if there are no existing investments or minimal investments to report. The benefits of utilizing graphics to assist reviewers in interpreting and understanding data will also be discussed. This training provides two continuing education credits for those already certified through TASBO, CPA, school board members, charter school administrators, TESA STEM participants, and certified educators.

Investment Quarterly Reports to the Board
Presenter: David Webb, RTSBA, CPA
Original Presentation: November 17, 2022
CEU/CPE: 2
Target Audience: Accounting, Finance, Internal Audit, Budget, Investment Officer, Management
About TASBO Recorded Training: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.