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1/22/2025 to 1/23/2025
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When:
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January 22-23, 2025
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Where:
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Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, California 92626
United States
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Contact:
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CMTA Staff
info@cmta.org
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« Go to Upcoming Event List
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THE CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION AND THE CALIFORNIA MUNICIPAL TREASURERS ASSOCIATION PRESENT
Advanced Public Funds Investing: The Analytics of Investment Selection
January 22-23, 2025 | Costa Mesa, CA | Preliminary Agenda This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making. The program will focus on identifying the risks and understanding the features of each of the permissible investment securities in the context of investment strategies. The program will conclude by providing a tutorial of various investment database tools.
THIS COURSE IS ELIGIBLE FOR CPE CREDITS!
Certified California Municipal Treasurer (CCMT) Designation: Attendees can earn credits towards the CDIAC training requirement of the Certified California Municipal Treasurer (CCMT) designation from CMTA. CPE credit information will be listed as soon as available from NASBA
HOTEL ACCOMMODATIONS 
Crowne Plaza Costa Mesa Orange County Room Rate: $149/night Click here to book your room!
Deadline to book your room is Friday, January 3, 2025 - John Wayne Airport - 2.5 miles from hotel.
REFUND POLICY
All cancellations must be received by December 25, 2024. No cancellations and or refunds will be issued after this date. All cancellation requests must be submitted
in writing to CMTA staff at info@cmta.org. A $50 cancellation fee applies to all cancellations.
PROGRAM CANCELLATION POLICY
In an event of cancellation all registrants will be notified by email.
All registration fees will be refunded in full in the form that the payment was submitted. Refunds will be processed within two weeks of the cancellation notification.
COMPLAINT RESOLUTION POLICY
For more information regarding administrative policies such as complaints, please contact CMTA staff at info@cmta.org or (916) 231-2144.
 California Municipal Treasurers Association 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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