Upcoming Seminars and Presentations

OVER THE PAST YEAR WE HAVE BEEN VIRTUAL ON MOST TRAINING SESSIONS.

BECAUSE OF SOME CONTINUED CONCERNS SESSIONS ARE BEING PLANNED AS WE GO ALONG AND ADJUST.

 CHECK WITH THE SPONSORING ORGANIZATION TO GET THE PARTICULARS.   And stay safe!!

 

December 2 & 3, 2021

Investing Public Funds
Texas Municipal League
San Antonio, TX


A two day session on public investing from the risks to the foundation points which must be created to have a safe and viable public investing process in your organization.  This series is focused on practical information to assure safety but to make the portfolios work for each city or other type public entity.

January 18 & 19, 2022

School District Investing
Region 13 ESC
Austin, TX


A two day session on public investing from the risks to the foundation points which must be created to have a safe and viable public investing process in your organization.  This series is focused on practical information to assure safety but to make the portfolios work for each district or other type public entity.

April 7, 2022

Small District Investment Challenges
Region 13 ESC
Austin, TX


Focusing on the challenges of small districts, and other small entities, to invest wisely and add income to their portfolio even in trying times with small portfolios.

April 21, 2022

Larger District Investment Update 
Region 13 ESC
Austin, TX

Large school district and entities have more options for investments but the same safety challenges as smaller districts.   This session brings an update for those working in the markets and practical information for ensuring safety, liquidity and yield.




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All our sessions are registered with the Texas State Board of Public Accountancy as a CPE sponsor.  This registration does not constitute an endorsement by the Board as to the quality of our CPE program but allows for granting of CPE credit hours.