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Investment Training
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Cybercriminals are Plotting. Are You Ready?

Cybercrime is a lucrative business, and educational entities are top targets. Is your organization prepared to weather an attack? Join us for this presentation of the leading cyber scams impacting our industry including recent threats that capitalize on coronavirus-related fear and uncertainty to manipulate and trick employees. We will address the cybersecurity challenges associated with remote learning, telecommuting, and work-from-home initiatives. We will also explore recent cybersecurity insurance trends and explain the types of incidents that are typically covered.

CEU 1/CPE 1/ 1 hour Investment Training (PFIA)

Presented by: Lucas Anderson & Marcy Barker, TASB on May 15, 2020

Regular price: $85.00
Discounted member price $35.00
CE Hours: 1.00

Do's and Don'ts of Depository RFPs

Banking services are a key part of your financial program and a costly service to the District. It is important to review the do's and don't in the preparation of bids as well as the ongoing relationship with your depository. This recorded session looks at some key points in bidding for your services as well as how to structure the accounts to your benefit. We will also look at why banks are not as interested in public funds any longer and how you can still get the best relationship - and even increase your earnings in the process!

CE 1/CPE 1/ 1 hour Investment Training (PFIA)

Linda Patterson, Patterson & Associates on Feb. 25, 2020

Regular price: $85.00
Discounted member price $35.00
CE Hours: 1.00

Investment Quarterly Reports To Board

This training explores 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. It also reviews the 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.

CE 2/ CPE 2/ 2 hours Investment Training (PFIA)



Regular price: $120.00
Discounted member price $70.00
CE Hours: 2.00

Market Forecast and Investing Updates

The COVID-19 pandemic significantly altered the expected paths of interest rates and financial markets. Is this the recession many experts predicted was in our future and have recent events changed return expectations? Though the disruption is painful and the recovery to pre-pandemic levels of economic output may be long, there are still opportunities to take advantage of.

CEU 1/CPE 1/ 1 hour Investment Training (PFIA)

Presented by: Chris Jamail and Eric Light, TCG on June 24, 2020

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Overview of Investment Strategies and Risk

This 3-hour Investment Officer Training provides an in-depth review of the following topics: Yield Curves; Investment Strategies; Economic Cycles; Managing Risk; Organizational Risk; Reporting; Quarterly & Annual Report Examples; Cash Management and Depository Relationships.

CE 3/CPE 3 / 3.5 hours Investment Training (PFIA)

Linda Patterson, President of Patterson & Associates

Regular price: $150.00
Discounted member price $100.00
CE Hours: 3.00

Overview of the Public Funds Investment Act

This 3-hour Investment Officer Training provides an overview of the Public Funds Investment Act (PFIA). Topics include the History of the PFIA; Is Your District in Compliance?; The Public Fund Investment Act; Authorized Investment; The Federal Reserve System.

CE 3/CPE 3 / 3.5 hours Investment Training (PFIA)

Linda Patterson, President of Patterson & Associates

Regular price: $150.00
Discounted member price $100.00
CE Hours: 3.00

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