Disclosure Update

Disclosure Update

Course Overview

TitleDisclosure Update
LevelUpdate
PrerequisitePast experience working in debt management and basic knowledge of disclosure requirements
Field of StudyFinance
TopicsDebt Management
FormatWebinar
CPE2

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.

Upcoming Disclosure Update Events

2025 Disclosure Update Attendee

"I think the guidance was clear and the course was interesting. It is VERY hard to make secondary market disclosure interesting! Kudos."

2025 Disclosure Update Attendee

"We don't have any debt that needs annual disclosure (we paid it off last year), but I still learned about some best practices we need to think about for our next debt issuance."

2025 Disclosure Update Attendee

"GFOA located experts in this field-field of Municipal Issuance and Disclosure rules for said issuers. Thought this was a very well structured training presentation."