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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 BoardPresenter: David Webb, RTSBA, CPAOriginal Presentation: November 17, 2022CEU/CPE: 2Target Audience: Accounting, Finance, Internal Audit, Budget, Investment OfficerRegular price: $135.00Discounted member price $85.00CE Hours: 2.00
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