Last held on: January 28 – 29, 2026

This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists address the components of portfolio management, including roles and responsibilities of practitioners, understanding permitted investments, establishing policy objectives, and managing cash flow. In addition, panelists address structuring and diversifying an investment portfolio, benchmarking, and best practices in portfolio accounting, disclosure, and reporting

Last held on: April 8–9, 2025

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

Last held on: September 10–11, 2025

This seminar delivers comprehensive education on the land-secured financing process, from district preformation to ongoing administration. Participants are provided with an overview of the strategic planning and application mechanics of Mello-Roos Community Facilities Districts, Assessment Districts, and the potential integration of tax-increment financing. Speakers also discuss how evolving economic and housing market conditions may impact bond and real estate trends, and how public agencies may adapt current financing strategies in light of these changes.

Last held on: October 14, 2025

Understanding disclosure responsibilities and the risks of disclosure failures is critical for agency officials that are directly involved in debt issuance, but also for those that contribute to disclosure intermittently or are in a position to “speak to the market.” This webinar will focus on the elements of an effective disclosure organization such as disclosure working groups, policies and procedures, and training, and will provide context for elected officials and other non-financial staff as to their role in the disclosure process. Speakers will share practical insights from their experiences including lessons learned from handling topical disclosure issues.