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California Debt and Investment Advisory Commission 

Municipal Debt Essentials

 

September 15–17, 2026
Hilton San Jose
300 S Almaden Ave, San Jose, CA 95110

Registration

Day One: Debt Basics | September 15, 2026 | Agenda Coming Soon
Day one of this three-day seminar covers fundamental elements of debt financing, including core issuance terminology, the roles and responsibilities of issuers and their financing team, the types of debt instruments that state and local governments are able to issue, and legal documents. The curriculum for this training is designed to provide municipal financing principles through lecture and case studies.


Day Two: Mechanics of a Bond Sale | September 16, 2026 | Agenda Coming Soon
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Some of the main topics covered in this program include the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, the development of legal documents, and a pricing exercise.


Day Three: Ongoing Administration | September 17, 2026 | Agenda Coming Soon
Day three of this three-day seminar is designed to provide government officers with essential knowledge related to managing continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.

Registration and Pricing

Online registration will close on September 8, 2026. Please contact CDIACEducation@treasurer.ca.gov for group registrations or if you need to cancel or transfer your registration. A refund may be issued if cancellation occurs on or before Friday, August 14, 2026. However, substitution of officials or staff from the same entity is permitted.

 

Lodging Information

Hilton San Jose | Prices start at $239/night +tax
300 S Almaden Ave, San Jose, CA 95110

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 July 30, 2026. Additional room block details and a booking link will be included in your registration confirmation email.

Seminar Information

Seminar Policies

  • Cancellation Policy: Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. A refund may be issued if cancellation occurs on or before Friday, August 14, 2026. However, substitution of officials or staff from the same entity is permitted.
  • 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

  • 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.
  • SB 827: California Government Code Section 53238 as established by SB 827 requires local agency officials to take two hours of fiscal and financial training every two years. CDIAC's educational programs are a source for satisfying these requirements.
  • 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.
  • Accountants: CDIAC is not an approved provider of CPE credits, however certificates of attendance can be submitted to your governing entity to request credits.
  • Attorneys | MCLE Credits: CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) general credits. Each day is approved for the following credits:
    • Day 1: 1.50 general credits
    • Day 2: 0.00 credits
    • Day 3: 2.25 general credits

Contact Information

If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.

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