Treasury and Investment Management

Best Practices and Strategies for Public Investing

eLearning Course

December 5, 2023

1-4 p.m. ET

December 6, 2023

1-4 p.m. ET

December 7, 2023

1-4 p.m. ET

  • Field of Study: Management Services
  • Credits: 9.00
  • Prerequisite: None

This course offers attendees a comprehensive agenda of the concepts and techniques needed to effectively manage their investment portfolios. This two-day course highlights the importance for governmental entities to have a robust investment policy and corresponding procedures, and brings attention to GFOA’s best practices related to investing. Through interactive activities and classroom presentations, attendees will gain a better understanding of the various elements of an investment program, whether the portfolio is managed internally or externally. Topics covered include:

  • Investment Program
  • Investment Policy
  • Cash Flow Forecasting & Investing
  • Roles and Responsibilities of Internal and External Professionals
  • Investing Strategies
  • Investment Reporting
  • Performance Measurement and Benchmarking
  • Internal Controls
  • Case Studies
  • Market Update

View full agenda.

Who Will Benefit: CFO/Finance Director, Treasurer

Learning Objectives:
  • Those who successfully complete this seminar should be able to:
  • Understand key components of an investment policy
  • Develop an approach to cash flow forecasting and understand how that leads to investment decisions
  • Understand key factors in hiring and managing external investment professionals
  • Learn how to use tools to raise awareness of and develop tools to manage various risks related to investing 
  • Approach the multifaceted segments of investment strategies
  • Choose the right benchmarking standard for your portfolios

  • Member Price: $315.00
  • Non-member Price: $630.00