Wednesday, May 7, 2008

events of 2008

June 12, 2008 CMTA - CSFMO Division VII Joint Meeting

In Burlingame at Kuleto’s Trattatoria. The topic is “The Credit Crisis, the Economy and your Portfolio” Speaker is Brian Perry, Chandler Asset Management.

September 15, 2008 CDIAC - The Bond Buyer California Public Finance Conference
The Future of the Municipal Securities Market
San Francisco, California - Hyatt Regency Embarcadero - Cost: TBD - Registration Deadline: TBD
This half-day seminar preceding The Bond Buyer’s California Public Finance Conference, is intended to make sense of the rapidly evolving municipal securities market. Topics include the state of the bond insurance industry, the use of credit ratings, and the possible future application of a global rating scale to both corporate and municipal bonds. The seminar will conclude with a discussion on whether the municipal market will be able to regulate itself in the future. This pre-conference event is open to both public and private sector representatives of the municipal finance industry. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.
September 30 – October 2, 2008 - CMTA - Essentials of Treasury Management
This workshop includes 2 ½ days of intense training covering the basic concepts and practices of investing public funds. The workshop format is designed to provide newly elected or appointed treasurers, or those with less than three years of treasury management experience, with top notch training in treasury fundamentals. This workshop is also beneficial for those who want a refresher, as well as those who are earning points toward the Certified California Municipal Treasurer credential.
September 19, 2008 CDIAC - Understanding Municipal Securities Regulations
San Diego, California - Sheraton San Diego Hotel & Marina - Cost: $199 - Registration Deadline: August 22, 2008 or until filled.This one-day seminar covers the disclosure of municipal securities information to the market. Topics include federal securities laws and regulations, issuer responsibilities, and continuing disclosure compliance. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.
October 2-3, 2008 - CDIAC - Fundamentals of Debt Financing
Doubletree Hotel San Diego Mission Valley - San Diego, California - Cost: $250 - Registration Deadline: September 4, 2008 or until filled. This one and one-half day seminar is the first in a series of three debt issuance courses. Topics include roles and responsibilities of financing team members, types of short- and long-term financings, the decision to use credit enhancement, and the credit rating process. The session will conclude with a discussion of issuer responsibilities for initial and continuing disclosure. For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.
November 20-21, 2008 - CDIAC - Investing Public Funds: Fundamentals of Managing Your Portfolio
Hilton Pasadena - Pasadena, California - Cost: $250 - Registration Deadline: October 23, 2008 or until filled.
This one and one-half day seminar provides investment officers and their staff with information about the investment of public funds. Topics include investment concept fundamentals, cash flow analysis, the investment of operating funds and bond proceeds, the role of investment advisors and broker/dealers, and the use of benchmarks to manage a portfolio. For more information about CDIAC programs visit
www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or Master Card.

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