Investment Policy Webinar
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 Export to Your Calendar 8/26/2020
When: Wednesday, August 26, 2020
8:30 am – 11:00 am
Where: Webinar
United States
Contact: CMTA Office
916-231-2144


Online registration is available until: 8/25/2020
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Investment Policy Webinar

Date: Wednesday, August 26, 2020

Time: 8:30 am – 11:00 am

Cost: FREE  or $25 for Specialized Training Hours

CMTA Specialized Training Hours: 2.5 Hours (CA - Investment Policy Fundamentals)

Event Flyer - pdf

Description: Develop a better understanding of Investment Policy development while learning to identify common trouble spots. This session will include an in-depth exercise to prepare your policy for successful CMTA certification.

Learning Objectives: 

  1. The importance of Investment Policy statements
  2. Review changes to code; where to look, when and why
  3. Best practices and meeting minimum code requirements
  4. Learn the CMTA Certification Process
  5. Importance of Treasury oversight and how to create one
  6. Review examples of IP use and structure
  7. Engage in the CMTA Certification Process to better understand “why” and how to pass

Speakers:

Deborah M. Higgins, President, Higgins Capital Management 


Deborah M. Higgins is the President and Chief Investment Officer of Higgins Capital. She has served in this role for 25-years. Higgins Capital is a certified woman minority owned company.  The company is a broker dealer and investment advisor. 
Debbie has worked with California Public Agencies for 35-years.  She supports California public agencies through educational seminars, webinars and workshops for CDIAC, CMTA and CSMFO.  
She served on the CDIAC committee that developed the Local Agency Investment Guidelines. She continues to work with CDIAC on the LAIG’s annual updates.  

Debbie serves on the CMTA’s Investment Policy Certification Committee as well as the CMTA Annual Conference Committee.  She has served on the Investment Advisory Committee for the City of San Diego since 2007. 

John Johnson, Chief Deputy Treasurer, San Bernardino County

John Johnson is the Chief Deputy Treasurer of San Bernardino County, the largest county in the United States.  He oversees the investment of the County’s $7 billion securities portfolio.  Mr. Johnson previously served as Assistant Auditor-Controller/Treasurer/Tax Collector for San Bernardino County.  Prior to entering public service, he worked as a registered securities representative in the private sector for 15 years.  Mr. Johnson is the alternate ex officio member of the San Bernardino County Employee’s Retirement Association Board of Retirement and serves on the County’s Deferred Compensation and Debt Advisory Committees.  He also serves as vice-chair of the Legislative Committee of the California Municipal Treasurers Association (CMTA).  

Mr. Johnson is widely regarded as one of the foremost experts on public investment legislation in California.  He is an active member in the California Association of County Treasurer and Tax Collectors (CACTTC), CMTA, and the Investment Managers of Public Agencies Council (IMPAC).  Mr. Johnson has a B.S. in Business Management from the University of Southern Mississippi. 

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