Debt Management

Debt Management Best Practices

Course Overview

Title

Debt Management Best Practices

Level

Overview

Prerequisite

None

Field of Study

Finance

Topics

Debt Management

Format

Offered Both as Group-Live Class and E-Learning Opportunity

CPE

16 (Group-Live) / 12 (E-Learning)

This course, focused on GFOA’s Best Practices in Debt Management, will help participants better understand how to develop appropriate policies and procedures for issuing debt and overall debt management. In addition to the best practices, the course will feature practical examples, details on recent federal rulemaking, including how it impacts governments, and interactive discussion on the following topics:

  • Debt Issuance
  • Selecting Municipal Finance Professionals
  • Disclosure Practices and Investor Relations
  • Financing Instruments and Techniques
  • Ongoing Debt Management

Learning Objectives

Those who successfully complete this seminar should be able to:

  • Identify key challenges facing government in the area of debt management
  • Learn how to develop appropriate policies and procedures based on the best practices
  • Review current market conditions, trends, and practices
  • Learn how to evaluate if issuing debt is the right option for your local government
  • Review the relationship between debt financing and the organization’s capital improvement plan
  • Learn the different types of debt and financing instruments available for local governments
  • Gain an understanding of the bond issuer’s responsibilities before, during, and after bonds are sold, including managing relationships with external resources and disclosure requirements
  • Evaluate the different types of fees charged in a bond transaction
  • Learn how to comply with continuing disclosure and tax requirements

Who Will Benefit

Schedule and Sample Agenda

Format

Agenda

CPE

Day 1

Day 2

Day 3

Day 4

Group Live

16 CPE

8 Hours

8 Hours

E-Learning

12 CPE

2.5 Hours

2.5 Hours

2.5 Hours

2.5 Hours

Register

Scheduled Offerings

Format / Location

September 20-27, 2021

E-Learning

Note: Due to the COVID-19 pandemic, GFOA has cancelled all Group-Live training events through September 2021.

Course Instructors

This course is taught by finance officers and other industry experts.