Small Government Forum: Investing 101 for Small Governments

CPE Credits: 
Session Time: 
Monday, May 20, 2019 - 4:15pm to 5:30pm
Field of Study: 

Small governments have a fiduciary duty to understand and implement investing policies and procedures. However, with minimal resources and this can be difficult. This session will discuss specific considerations for small governments including how to develop an investment policy, determining appropriate risk exposure, selecting an investment advisor, overall investment program governance, and communicating investment decisions and performance with elected officials.