Education Highlights

• Upcoming Programs
• Advanced Public Funds Investing: The Analytics of Investment Selection
  January 22–23, 2025 | Costa Mesa, CA
• Municipal Market Disclosure: Fundamentals and Evolving Practices
  April 8–9, 2025 | Costa Mesa, CA

• On-Demand Programming:
• Debt Issuance and Administration Series for Elected Officials

• Recent Seminars and Webinars:
• Practical Adaptations to the Evolution of Credit Ratings
  November 19, 2024 | Webinar
• Pre-Conference to The Bond Buyer’s CA Public Finance Conference: The Pursuit of Fair and Efficient Pricing
  October 23, 2024 | San Francisco, CA
• Annual Municipal Disclosure Training
  October 15, 2024 | Webinar
• Municipal Debt Essentials
  September 24–26, 2024 | Pomona, CA
• Current Topics and Practices in Land-Secured and Development Finance
• Arbitrage Risks and Opportunities in the Current Market
  
• Fundamentals of Public Funds Investing

Featured Publications

• Debt Line
  November 2024
• Debt Line
  October 2024
• Mello-Roos Yearly Fiscal Status Report Summary for Reporting Year 2022-23
• Results of the 2024 Primary Election: Bond and Tax Measures Appearing on the 2024 Primary Ballots
• K-14 Voter Approved General Obligation Bonds: Authorized, But Unissued – 2024 Update
• 2023 Annual Report
• Local Agency Investment Guidelines
• California Debt Financing Guide (PDF)
• California Public Fund Investment Primer