Conference Presentations
 
 
CMTA Advanced Workshop  - January 24, 2007
 
 
  April 2008 CMTA Annual Conference
   
    California Economic Outlook  By Gary Zimmerman

“Targeted” Cashflow Investment Strategy by Kevin Schultze 
State Budget Outlook and LAO’s Alternative Budget by Michael Cohen 
LAIF - Portfolio Decisions: From Soup to Nuts by Pam Milliron 

THE ECONOMIC & FINANCIAL MARKET OUTLOOK INTO 2009:
Fighting A “Three-Front War” by Christine_Herrera 

Part 1    Part 2    Part 3
California Economic Outlook by Gary Zimmerman 
Guarding Your Transactions by Christine Herrera 
THE DIAMOND TOUCH How to Get What You Want by Giving Others What They Uniquely Desire By Nate Booth 
LIFE BALANCE How to Live a Life That’s Not Just Busy, But Well-Lived By Nate Booth 
Disaster Recovery Training for the Finance-Treasury Professional by Mike Martinet 
   
   
   
   
   
  April 2007 CMTA Annual Conference
   
    Investing the Main Street Way
    Dealing with the Street: A Public Funds Perspective
    Passing the Baton
    The Leaders Role in Building an Ethical Culture
    Fraud It Can Happen To You
    Object at Rest
    Revenue: It’s Yours for the Taking
    Cash Handling Training
    RFPs: Best Practices
Tracking Terrorists…. How you are Effected
 
  April 2006 CMTA Annual Conference
   
    California’s Economic and Budget Outlook
    How to Win Your Municipal Finance Measure
    Local Agency Investment Fund "Measured" Performance
    The Arbitrage Rebate & Yield Restriction Requirements: What Every Treasurer Must Know
    Parameters for Bond Refinancing Beyond the 3% Rule
    Investing Bond Proceeds and Capital Funds
    Managing Portfolios Without Getting in Over Your Head
    Public Private Partnership/Concession Model A Fad or a Wave of the Future
    Credit Analysis
    Congress created Freddie Mac to provide stability, liquidity,
and affordability to the U.S. residential mortgage market
    Managing Portfolios Without Getting in Over Your Head
    Automation of your Receivables
    Finding Value in the Market
    Media Training 101: Investing in Communications
   
  January 2006 Advanced Investment Workshop
 
Agency Callable Bond Overview - Collins
    Economics - Is there life after Greenspan - Greenlaw
    Interest Rate Swaps - Underwood
    Investment Fraud - Higgins
    Panel Outsourcing PFM
    Parameters for Bond Refinancing - Morales
    U & UR Addendum - Connolly
    U & UR Bloomberg Screens
    U & UR Case Studies
    Understanding & Managing Risk - Connolly
 
  April 2005 Conference
 
GASB No. 40 - New Disclosures For Cash and Investments
    California's Fiscal Outlook
    Building Our Future Together
    Building a Strong Government Collection Program That Works!
    Investment Outlook
    The Next 30 Years – How to Check Up on Your Trustee?
 
  April 2004 Conference
 
What Outsourcing Has to Offer
    Managing the City's Money - What Outsourcing Has to Offer
    Economic & Financial Market Outlook Through 2004
    CDIAC: AB 943 Overview and Educational Services Available to Local Governments
    Banking Services: What's Available? How to Decide What Your City Needs
    California's Economic and Budget Situation
    Investment Advisory Services: The Portfolio Management Approach
    Investment Advisory Services: Broker/Dealer
    Investing Bond Proceeds
    Retirement and Deferred Compensation - How to be Prepared
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California Municipal Treasurers Association