Investing Public Funds

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Mar 20 2018 - 8:30am to 4:30pm  EDT
Mar 21 2018 - 8:30am to 4:30pm  EDT

Fort Lauderdale, FL (Bahia Mar Beach DoubleTree)

801 Seabreeze Boulevard
Fort Lauderdale, FL 33316
United States
Field of Study: 
CPE Credits: 
Member Price: 
Non-Member Price: 

Past experience or basic knowledge of public sector investing.

Assistant City Manager/CFO
City of Weston, FL
Senior Vice President, Relationship Manager
Chandler Asset Management
Who Will Benefit: 

This session is designed for finance officers, investment officers, or others that are responsible for either short or long-term investment portfolios of thier government.

Program Description: 

Participants will learn concepts and techniques needed for effectively managing their investment portfolios. Liquidity management, investment strategies and instruments, and GFOA Treasury and Investment Management best practices will be the focus of this day-long training. Additionally, the course will focus on the importance of using an investment policy, understanding market risk in portfolios, assessing and reporting performance, and government relationships with outside professionals including broker/dealers and investment advisors.

Seminar Objectives: 
  • Review components of an investment policy
  • Assess and use an array of investment instruments
  • Understand cash flow forecasting and subsequent investment strategies
  • Review market trends and regulatory issues that affect public investing
  • Track and report on investments and investment earnings
  • Implement performance benchmarks