Library of Educational Programming

Municipal Debt Essentials | Last held on: September 24 – 26, 2024

This three-day seminar provides a comprehensive overview of municipal debt financing, from foundational concepts to advanced topics in debt issuance and ongoing administration. Participants will explore key elements of debt financing, the mechanics of bond sales, and crucial responsibilities for post-issuance compliance. Through lectures, case studies, and hands-on exercises, the seminar aims to equip government officers with the knowledge needed to navigate the complexities of municipal debt effectively.

Fundamentals of Public Funds Investing | Last held on: February 28 – 29, 2024

This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Participants will learn about foundational concepts including the roles and responsibilities of practitioners, establishing policy objectives, and managing cash flow. In addition, panelists will address key topics such as structuring and diversifying and investment portfolio, benchmarking, and reporting.

Municipal Market Disclosure | Last held on: March 28 – 29, 2023

Disclosure is key to ensuring transparency in the municipal securities market. Investors must be informed of the risks related to an agency’s revenues and financial condition, but disclosure obligations are always expanding to address evolving risks. This seminar seeks to assist public agency officials and other market professionals in improving their understating of the policy and regulatory environment surrounding municipal disclosure and how that environment may change in the future

Land-secured Financing: Fundamentals and Evolving Practices | Last held on: November 2, 2022

For many years, land-secured financing has been a critical public finance tool in the development of new homes across the state. This seminar will deliver comprehensive education on the land-secured financing process from district pre-formation through project implementation to ongoing administration. Participants will be immersed in the strategic planning and application mechanics of both Mello-Roos Community Facilities District and Assessment District financing. Speakers will also examine current district formation, finance, and administration practices and explore the strategic application of land-secured and tax increment financing tools to meet a variety of current public finance challenges.

Annual Municipal Disclosure Training | Last held on: October 15, 2024

Annual disclosure training is a best practice for agency officials that are directly involved in disclosure and any officials that may be in a position to “speak to the market.” This webinar, the first annual, will focus on the fundamental elements of strong disclosure practices at the enterprise level and discuss the risks to the public agency and its officials of disclosure failures. In addition to explaining the legal foundations, speakers will provide examples of how good disclosure practices are implemented across the organization. Speakers will also brief participants on the new and emerging disclosure topics that issuers should be monitoring during the year.