Investment Training Workshop- Region 3

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. For an additional two hours, TASBO offers a variety of webinar options on demand..

TIME: 9:00 AM – 4:00 PM
FEE: $235 Member | $285 Non-Member
PRESENTER: Jesus Amezcua, RTSBA, CPA
LOCATION: ESC Region 3, 1905 Leary Lane, Victoria, TX 77901
FOOD: Lunch will be provided onsite for all attendees
CEU/CPE Hours: 6/7

Cancellation Policy: Cancellations are only accepted in writing. Cancellations received seven (7) working days before the event are cancelled in full, those received one (1) to six (6) working days before the event are cancelled at 50 percent, and 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 refunded in full. 

With questions regarding registration, payments, or changes, please email register@tasbo.org. 
When
11/10/2022 9:00 AM - 4:00 PM
Where
Region 3 ESC 1905 Leary Lane Victoria, TX 77901
Online registration not available.