CMTA - Events


September 15, 2008 CDIAC - The Bond Buyer California Public Finance Conference The Future of the Municipal Securities Market
		San Francisco, California - Hyatt Regency Embarcadero - Cost: TBD - Registration Deadline: TBD This half-day seminar preceding The Bond Buyer’s California Public Finance Conference, is intended to make sense of the rapidly evolving municipal securities market. Topics include the state of the bond insurance industry, the use of credit ratings, and the possible future application of a global rating scale to both corporate and municipal bonds. The seminar will conclude with a discussion on whether the municipal market will be able to regulate itself in the future. This pre-conference event is open to both public and private sector representatives of the municipal finance industry. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.

September 19, 2008 CDIAC - Understanding Municipal Securities Regulations
		San Diego, California - Sheraton San Diego Hotel & Marina - Cost: $199 - Registration Deadline: August 22, 2008 or until filled.This one-day seminar covers the disclosure of municipal securities information to the market. Topics include federal securities laws and regulations, issuer responsibilities, and continuing disclosure compliance. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.


September 23, 2008 - CMTA DIVISION 10
		Topic: Trends and Current state of property values in Riverside and San Bernardino County. Guest Speakers: Larry Ward, Assessor County Clerk Recorder for Riverside County Dick Larsen, Treasurer- Tax Collector, County of San Bernardino Time: 11.00 A.M. Location: Mission Inn, 3649 Mission Inn Ave Santa Barbara Room, Riverside. Cost: $30.00 with reservations, $35.00 without reservations. Please plan on joining us for this luncheon meeting! A meeting notice will follow in the upcoming week

September 30 – October 2, 2008 - CMTA - Joint Meeting - Division V & VI and Form.
		GUEST SPEAKER: MICHAEL COLEMAN, Financial, Consultant/Advisor, League of California Cities LOCATION: Legends at Bennett Valley, 3328 Yulupa Avenue TIME: 10:30 AM – Registration 10:45 AM – Program 12:00 PM – Buffet Lunch COST: $35.00

November 6, 2008 - CMTA - Essentials of Treasury Management
		Registration Form Here The registration deadline for the Essentials of Treasury Management Workshop is September 8, 2008. This workshop includes 2 ½ days of intense training covering the basic concepts and practices of investing public funds. The workshop format is designed to provide newly elected or appointed treasurers, or those with less than three years of treasury management experience, with top notch training in treasury fundamentals. This workshop is also beneficial for those who want a refresher, as well as those who are earning points toward the Certified California Municipal Treasurer credential.


October 9, 2008 - CMTA Meeting
		Host: BURBANK Site: SMOKEHOUSE Speaker:CALPERS Topic:FUNDING OF OPEB

October 2-3, 2008 - CDIAC - Fundamentals of Debt Financing
		Doubletree Hotel San Diego Mission Valley - San Diego, California - Cost: $250 - Registration Deadline: September 4, 2008 or until filled. This one and one-half day seminar is the first in a series of three debt issuance courses. Topics include roles and responsibilities of financing team members, types of short- and long-term financings, the decision to use credit enhancement, and the credit rating process. The session will conclude with a discussion of issuer responsibilities for initial and continuing disclosure. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.

November 20-21, 2008 - CDIAC - Investing Public Funds: Fundamentals of Managing Your Portfolio
		Hilton Pasadena - Pasadena, California - Cost: $250 - Registration Deadline: October 23, 2008 or until filled. This one and one-half day seminar provides investment officers and their staff with information about the investment of public funds. Topics include investment concept fundamentals, cash flow analysis, the investment of operating funds and bond proceeds, the role of investment advisors and broker/dealers, and the use of benchmarks to manage a portfolio. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.

December 10-11, 2008 - CMTA Meeting
		Host: El Monte, Henry Velasco - Site: El Monte Historical Museum - 626-444-3813 Donna

Calendar of Events for 2009 - click on month

January

February

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September

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November

December


January 28-29, 2009 - CMTA - Advanced Investment Workshop
		Registration Form Here The registration deadline for the Advanced Investment Workshop is January 5, 2009. The Advanced Investment Workshop is structured to provide two solid days of technical, yet understandable, portfolio and cash management topics for municipal investors with three or more years of experience. This workshop also provides points earned towards the Certified California Municipal Treasurer credential. Recent topics have included Introduction to Duration and Option Adjusted Spread, Advanced Portfolio Management, Outsourcing the Portfolio Management Function, Performance Measurement, Investment of Bond Proceeds, How to Profit From Taking Losses, Portfolio Analytics, and Fixed Income Resources on the Net.


April 20-24, 2009 (CMTA)
		CMTA Annual Conference Wyndham Palm Springs $189.00 S/D Hank Anderson (760) 416-2916 handerson@wyndham.com

California Municipal Treasurers Association