Investment Training Workshop- Santa Fe ISD

This workshop is designed to meet the requirements of the Public Funds Investment Act (PFIA). The law requires investment officers to attend at least 10 hours of training relating to the officer's responsibilities within 12 months after assuming the duties and at least 8 hours of additional training every two years thereafter. The session will cover a history and overview of the Public Funds Investment Act (PFIA), District Compliance Details, Authorized & Unauthorized Investments, Financial Accountability Measures, and The Federal Reserve System. Emphasis will be on Cash Management, Internal Controls, Managing Risks, GASB Disclosures, Cash Flow, Depository Relationships, and Detecting Fraud. This workshop provides 6 hours of PFIA training.

CEU/CPE: 6/7

Click here to access an on-demand webinar to satifsy your requirements: Online- Investment Quarterly Reports to Board

Facilitator: Linda Patterson

Class meets 9:00 am to 4:00 pm with one hour lunch break. Lunch is included.

If you do not cancel and do not attend, you are still responsible for payment.

With questions about your REGISTRATION, please call 512-628-1283
With questions about PAYMENTS or INVOICES, please call 512-617-0074
2/11/2020 9:00 AM - 4:00 PM
Santa Fe ISD 4133 Warpath Street Santa Fe, TX 77510