Tuesday, October 31, 2023, 8:00 AM - 4:30 PM

Sponsored by North Central Texas Council of Governments
Endorsed by the Government Finance Officers Association of Texas and the Government Treasurers' Organization of Texas.

Presenter: Patrick Shinkle

Prerequisites

There are no prerequisites for these course materials.

This session only provides 8 hours of PFIA training. Please check your training requirements here, to determine if this class meets your needs. 

Objectives

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.

Cost

$270

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

Special Instructions

Lunch provided

Location

NCTCOG Offices
616 Six Flags Drive
Arlington, TX  76011

Subjects

Public Finance