In Collaboration with
Cut-off date to reserve your room at The Mission Inn at the discounted rate is December 21, 2016
This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. On Day One panelists will address the components of portfolio management, including roles and responsibilities of practitioners, understanding permitted investments, establishing policy objectives, and managing cash flow. On Day Two panelists will address structuring and diversifying an investment portfolio, benchmarking, and best practices in portfolio accounting, disclosure and reporting.
AGENDA is Available
For a quick glance of the two-day training, download the Seminar Flier
CTC and CCMT Specialized Training Opportunity
For those who are currently enrolled in one of the certification programs (CTC or CCMT), this workshop qualifies for the credits needed to complete your certification/designation. As part of the California-specific educational component of these programs, specialized CMTA training is required: 4 credits are required to obtain a CTC designation and 8 credits are required to obtain a CCMT designation. The sessions in this workshop that offer the qualifying credits are listed below.
- California Government Code and Legal Investments (.5 hours)
- Investment Policy and Objectives (1 hour)
- Investment Accounting and Disclosure (1 hour)
- Investment Reporting (1 hour)
The workshop offers a total of 3.5 credits of CMTA Specialized Training towards a CTC/CCMT designations. Click here to learn more about CMTA Certification Program.
The Mission Inn Hotel & Spa
3649 Mission Inn Ave
Riverside, CA 92501
Room Rate: $128 (plus tax) for Single/Double
Reserve Your Room by calling (800) 843-7755 or (951) 784-0300, ext. 850. You need to reference the California Municipal Treasurers Association - CMTA & CDIAC 2017 January Workshop when making your reservation to receive the group rate.
Room Cut-off Date is Wednesday, December 21, 2016
$25 fee for cancellations received on or before January 4, 2017.
No refunds after January 4, 2017, you can send a colleague if you cannot attend.