Municipal Market Disclosure:
Fundamentals and Evolving Practices
April 8-9, 2025
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, CA 92626
Agenda | Registration
Public agency disclosure is critical to promoting 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 expanding to include emerging economic and regulatory risks. This seminar seeks to assist public agency officials and other market professionals in improving their understanding of the policy and regulatory environment surrounding municipal disclosure and how that environment may change in the future.
Day one of this seminar will focus on the fundamentals of disclosure, covering current rules for primary and continuing disclosure practices by public agencies including reporting requirements to CDIAC. Day two will focus on the evolving disclosure landscape, including best practices for risk assessment and maintaining an effective disclosure team.
Registration and Pricing
| Pricing | Eary Bird Full Program Registration Through January 8, 2025 |
Standard Full Program Registration January 9 - April 8, 2025 |
Single Day Registration |
|---|---|---|---|
| Public Sector | $300 | $400 | $250 |
| Private Sector | $500 | $600 | $450 |
Lodging Information
Crowne Plaza Costa Mesa Orange County | Prices start at $169 +tax
3131 Bristol Street, Costa Mesa, CA 92626
A limited number of rooms have been discounted for CDIAC seminar attendees. All rooms are reserved on a first-come, first-served basis. The cut-off for this discount is Monday, March 17, 2025. Additional room block details and a booking link will be included in your registration confirmation email.
Resources and Recommended Readings
- For a full library of publications back to 2000, visit CDIAC’s Publication Database
- Climate Change Disclosure Among California Enterprise Issuers
- Top COVID-19 Disclosure “Hacks” Issue Brief
- Interactive California Debt Financing Guide | (PDF Version)
- Recommended Approach to Municipal Green Bond Disclosure, California Green Bond Market Development Committee 2023
- The SEC’s Proposed New Cybersecurity Disclosure Requirements for Public Companies, Orrick 2022
- Proposed Rule: Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure, U.S. Securities and Exchange Commission 2022
- Proposed Rule: The Enhancement and Standardization of Climate-Related Disclosures for Investors, U.S. Securities and Exchange Commission 2022
- Task Force on Climate-Related Financial Disclosures (TCFD) Overview, 2022
- TCFD Discussion Excerpt
- Alameda County Transportation Commission Official Statement, 2022
- ESG Best Practice – “E” Environmental, GFOA 2021
- ESG Disclosure, GFOA 2021
- Understanding Your Continuing Disclosure Responsibilities, GFOA 2020
- Post-Issuance Policies and Procedures, GFOA 2020
- Using Technology for Disclosure, GFOA 2020
- Primary Market Disclosure, GFOA 2020
- 2023 Municipal Market Disclosure: Fundamentals and Evolving Practices
- 2023 Municipal Green Bond Disclosure: Investor Guidance and Issuer Perspective
- 2020 CDIAC Pre-Conference to The Bond Buyer’s Annual California Public Finance Conference: Informing the Investment Decision – Climate Change Disclosure in the Municipal Market
- 2020 Navigating Investor Disclosure During the COVID-19 Crisis
Seminar Information
Seminar Policies
- Cancellation/Transfer: Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. Refund/Cancellation requests must be received by Monday, March 10, 2025. 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.
- Agenda Information: CDIAC reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.
Certificate and Continuing Education Credits
- 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: CDIAC is not an approved provider of CPE credits. However, certificates of attendance can be submitted to your governing entity to request credits.
- Minimum Continuing Legal Education (MCLE) Credits | Attorneys: CDIAC is an approved provider of MCLE credits. Day 1 of this program is approved for 3.75 general credits. Day 2 is not approved for MCLE credits.
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.
