Skip to main content
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)
Discounted member price:
You could save:
AUD212: Final Exam
Verifying the FSP Six-Week Attendance Reports...
New Conflict of Interest Rules
Developing and Implementing Staff Allocations
Do's and Don'ts of Depository RFPs
What Does FERPA Mean To Your PEIMS?