Debt & Investment Webinar Series: Current Banking Environment and Its Impact on Local Governments
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When: Wednesday, May 6, 2020
10:30 AM
Where: Webinar
United States

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CMTA & PFM Asset Management Presents:
Current Banking Environment and Its Impact on Local Governments (1 CPE)

Speaker: David Calvert, CFA

Description: Banking services are an important cornerstone of cash management for local governments. In recent years, banks have heavily invested in technology to promote digital processes. This session will discuss the advantages and disadvantages of these new technologies, as well as recent trends in the banking industry that have resulted in municipalities considering enhancements to their banking relationships.

Learning Objectives:

  •  List new services that can be alternatives to existing processes and procedures.
  • Recognize how banks charge for services and list alternatives to pay for banking fees.
  • Describe how changes in the regulatory environment have impacted how banks view institutional client relationships.



Field of Study: Finance. Qualifies for 1 hour of CPE credit. No advanced preparation needed. 
Prerequisite: Holding a governmental financial position. Program level is Basic and is presented Group Internet Based. For questions or additional information regarding program concerns and cancellations, please contact Diane Kennon at 415-393-7250.

PFM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:

California Municipal Treasurers Association
700 R Street, Suite 200
Sacramento, CA. 95811
P: 916-231-2144
F: 916-231-2141