Debt Management

Overview of a Bond Issuance

Course Overview

Title

Overview of a Bond Issuance

Level

Basic

Prerequisite

None

Field of Study

Finance

Topics

Debt Management

Format

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

CPE

8 (Group-Live) / 9 (E-Learning)

Governmental entities have been using debt for over 200 years to fund public infrastructure such as government buildings, water distribution systems, schools, police stations, and many other projects that require significant capital investment. Debt issuance requires working with a number of partners, each of whom has a specific role. The debt issuance will result in a financing agreement that is legally binding, and it is critically important that government officials understand the basic terms of the agreement and what the agreement commits them to do. This course will provide an overview of the debt issuance process and explain the many requirements governments need to adhere to focusing on GFOA’s best practices as guidance.

Learning Objectives

Those who successfully complete this seminar should be able to:

  • Learn how to use GFOA’s Debt Issuance Checklist
  • Understand the types of legal counsel available for governments
  • Learn what role the credit rating agencies serve in the process
  • Understand how to evaluate and select the method of sale
  • Identify post issuance responsibilities.

Who Will Benefit

Schedule and Sample Agenda

Format

Agenda

CPE

Day 1

Day 2

Day 3

Group Live

16 CPE

8 Hours

8 Hours

E-Learning

9 CPE

2.5 Hours

2.5 Hours

2.5 Hours

2.5 Hours

Register

Scheduled Offerings

Format / Location

April 2021

E-Learning

July 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.