Disclosure Update

Disclosure Update

Course Overview

Title

Disclosure Update

Level

Update

Prerequisite

Past experience working in debt management and basic knowledge of disclosure requirements

Field of Study

Finance

Topics

Debt Management

Format

Internet Training / Webinar

CPE

2

Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB's EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA's best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Learning Objectives

Those who successfully complete this seminar should be able to:

  • Understand the requirements related to primary market and continuing disclosure
  • Develop new or review existing disclosure policies and procedures
  • Learn about recent SEC activities related to disclosure
  • Review GFOA best practices and disclosure and make voluntary disclosures
  • Explore basic and advanced features of the MSRB's EMMA system to assist with making disclosure filings

Who Will Benefit

CFO/Finance Director

Treasurer

Debt Manager

Sample Agenda

Coming Soon.

Course Instructors

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

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