PFIA (Water Entities Only)
Thursday, August 15, 2024, 9:00 AM - 3:00 PM (Online)
TDI Instructor Led Training - 4 or 6 hours
Sponsored by North Central Texas Council of Governments
Co-Sponsored by the Association of Water Board Directors and the Texas Water Conservation Association
Endorsed by the Government Finance Officers Association of Texas and the Government Treasurers' Organization of Texas.
Presenter: Patrick Shinkle
There are no prerequisites for this course.
This course is restricted to Water, Utility, and Drainage Districts only.
The objective of this workshop is to provide information on Public Funds Investment Act compliance including safekeeping and custody, diversifying and protecting your portfolio, local government investment pools and money market mutual funds, depository relationships, preventing loss from check fraud, and finally investment calculations and scenarios.
100% refund for withdrawal 14 days prior to session start date
50% refund for withdrawal 5 days prior to session start date
No refund for no-shows or withdrawals within 4 days of the class date
Water, Utility, and Drainage Districts only