General Information/Earning Continuing Education Credit
General Information
CDIAC education programs cover aspects of the municipal market that involve public agency officials and their staff, including the issuance of municipal bonds, administration of bonded debt, on-going disclosure requirements and the investment of public funds. CDIAC programs stress the fiduciary responsibility of public agency staff and officials and strive to provide material to prepare public agency representatives to interact with municipal market professionals. Representatives of cities, counties, special districts, school and community college districts, redevelopment agencies, and elected officials are encouraged to attend. Most programs offered by CDIAC are open to both public agency representatives and market professionals.
Note: While seminars may be open to both public agency officials and market professionals, we strive to maintain an educational environment and do not allow solicitation of financial services to our public agency attendees.
Continuing Education Credit
Seminar participants may be eligible to earn the following continuing education credit by attending CDIAC seminars.
- Certified California Municipal Treasurer (CCMT) Designation: Attendees can submit their Certificate of Attendance to the California Municipal Treasurers Association (CMTA) to earn credits towards the CDIAC training requirement of the CCMT designation from CMTA.
- Certificate of Attendance: CDIAC will issue a Certificate of Attendance for each day of the program to those who sign in at the registration desk. Certificates will be issued within 2 weeks after the program. Participants can submit their Certificate of Attendance to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable. Certificates of Attendance will not be issued to attendees with an outstanding balance until the balance is paid in full.
- County Treasurers/Tax Collectors: Under California Government Code Section 27000.8, CDIAC’s educational programs are a source for California county treasurers, tax collectors, or treasurer/tax collectors to obtain continuing education credits.
- Continuing Professional Education (CPE) | Accountants: The California Board of Accountancy does not pre-approve or register providers of continuing education courses. CDIAC adheres to the regulations and requirements prescribed in the California Accountancy Act. Certificates of Attendance may be submitted to your governing entity to request credits.
- Minimum Continuing Legal Education (MCLE) Credits | Attorneys: CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) credit by the California State Bar. Attorneys must provide their State Bar number at the CDIAC seminar to receive a certificate of attendance.
Registration Policy
All CDIAC programs are open to public agency representatives; certain programs are also open to private market professionals. CDIAC will indicate if the program is open to private market professionals. Seating is limited; therefore, registration is on a first come, first served basis. Your space in the program is reserved once payment has been received by CDIAC.
Prospective attendees may register through an online registration form available on CDIAC’s event webpages.
The following policies apply to CDIAC programs:
Payment
- To reserve a seat in a CDIAC program, registration must be accompanied by payment, either a check or credit card (VISA or MasterCard).
- A confirmation notice will be sent to participants upon receipt or confirmation of payment by CDIAC.
- If the CDIAC program is open to private market professionals, there will be an established two-tier fee structure. Private professionals will pay a higher rate to attend the program.
- Refunds are granted only if cancellation occurs before the cancellation cut-off date.
Space Availability
Registration deadlines are established for all programs and are posted on the CDIAC website as well as included in marketing materials. Due to limited seats, CDIAC may close or extend this registration deadline; therefore, early registration is advised.
- CDIAC will close registration prior to the registration deadline if maximum occupancy for the conference facility has been met. At that time, online registration links will be taken down and no additional registration will be accepted. Interested parties can request to be placed on a waiting list.
- Enrollment after the deadline is permitted only if space is available. CDIAC will post the deadline extension on our website, as well as send out an email notice announcing the new deadline.
- “Walk-in” registration will be allowed on the day of the program, if space is available so long as form of payment (check) is brought to class. Please contact CDIAC to determine if space is available.
Cancellation, Substitution, and Refund Requests
Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. Refund/Cancellation requests must be received by the deadline noted on the event webpage. However, substitution of officials or staff from the same entity is permitted. CDIAC reserves the right to cancel registrations associated with an outstanding balance within the last week of the registration period if the registrant has not directly communicated with CDIAC staff.
For more information about CDIAC's seminars, please contact CDIAC.