Investment Training Workshop

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.

DATE: Thursday, June 23
TIME: 9:00 AM - 4:00 PM; lunch included
FEE: $225 Member | $275 Non-Member
PRESENTER: Linda Patterson, President, Patterson & Associates
PREREQUISITE: None
CEU/CPE: 6/7

Looking for additional investment training hours? TASBO offers a variety of webinar options on demand.
CANCELLATION POLICY: Cancellations must be sent IN WRITING by email to register@tasbo.org or fax (512.462.1782). Cancellations received seven (7) working days before the event will be refunded in full; cancellations received one to six working days before the event will be refunded at 50 percent; and cancellations received the day of the event will not be refunded. If you do not cancel and do not attend, you are still responsible for payment.

For questions about your REGISTRATION, please call 512.628.1283 or email register@tasbo.org.
For questions about PAYMENTS or INVOICES, please call 512.617.0074 or email register@tasbo.org.
When
6/23/2022 9:00 AM - 4:00 PM
Where
TASBO Headquarters 5920 W. William Cannon, Building 1, Suite 200 Austin, TX 78749
Online registration not available.