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California Debt and Investment Advisory Commission

Debt Issuance and Public Investment Seminars and Conferences

Seminar Catalog

Bond Buyer Pre-Conference
September 14, 2009, La Costa Resort & Spa
Carlsbad, California

For more information, please visit the bond buyer’s website.

Disclosure in Municipal Securities
September 24, 2009, Ziggurat Building
West Sacramento, California

This year, topics for this one-day seminar include an overview of the laws and rules governing compliance, the 11 deadly sins, issuer-agency reporting responsibilities, and disclosure technology.

Fundamentals of Debt Financing
October 1-2, 2009, Concord Hilton
Concord, California

This one and one-half day seminar is the first in a series of three debt-issuance courses. It covers the roles and responsibilities of financing team members, types of short- and long-term financings, the decision to use credit enhancement, and the credit rating process. The seminar concludes with a discussion of issuer responsibilities for initial and continuing disclosure.

Financing Solar Energy: Options for California's Local Governments
October 8-9, 2009, Oakland Marriott
Oakland, California

This is CDIAC’s first-ever course on options for financing solar energy. At this one and one-half day seminar, public agency officials and staff will hear panels that address using Mello-Roos financing, Public-Private Partnerships (P3s), and local/state/federal government incentive programs to foster investment in solar energy.

Advanced Concepts and Practices for Investing Public Funds
October 22-23, 2009, Wyndham San Jose
San Jose, California

This is CDIAC’s second investment course. This one and one-half day seminar included panels on investment economics, investment products, cash flow analysis, investment objectives, and performance measurements.

Previous Seminars

General Information/Earning Continuing Education Credit

Seminar locations alternate between Northern and Southern California and are geographically dispersed to target markets where education on public debt issuance and investments are appropriate. The programs are geared towards public agency officials and their staffs responsible for or involved in the issuance of municipal bonds, the administration of bonded debt or the investment of public funds. Representatives of cities, counties, special districts, school and community college districts, redevelopment agencies, and elected officials are especially encouraged to attend. Registration is limited to public officials. No walk-in registrations are accepted. The cost for each program varies depending upon which program is being held. For more information about CDIAC's Technical Assistance Seminars, please contact CDIAC.

Some seminar participants may be eligible to earn continuing education credit for attending CDIAC seminars*:

  • Attorneys: CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) credit by the California State Bar. Attorneys must provide their State Bar number at the CDIAC seminar to receive a certificate of attendance.
  • County Treasurers/Tax Collectors: Under California Government Code Section 27000.8, CDIAC’s educational programs are a source for California county treasurers, tax collectors, or treasurer/tax collectors to obtain continuing education credits.
  • Accountants: The California Board of Accountancy does not preapprove or register providers of continuing education courses. CDIAC adheres to the regulations and requirements prescribed in the California Accountancy Act.
  • Certificate of Attendance: Upon request, CDIAC will provide a letter of attendance to any inquiring participant. To receive this letter, attendees must check in the first day of the program and check out at the end of the program. The letter will state the name of the program, date, location, beginning time, end time, and the number of hour(s). It is the responsibility of the attendee to submit the CDIAC letter to the certifying entity thereafter.

*Note: On the day of the seminar, participants will receive their materials (excluding Primer orders, as those will be mailed out within 7 business days upon receiving the request and payment). Each participant will be asked to sign-in on the morning of the program and if requesting a letter of attendance, to sign out at the end of the program. Upon request, a Certificate of Attendance will be mailed out after as soon as possible.

Registration Policy

CDIAC seminars are open only to public agency representatives. Because seating is limited, registration is on a first come, first serve basis and CDIAC does not reserve spaces for its seminar programs. Refunds are granted only if cancellation occurs before registration cut-off date.

The following policies also apply to CDIAC seminars:

  • Registration can be mailed in by check or in person or charged using VISA or MasterCard. Registration must be accompanied by a check or credit card payment.
  • To register on-line using a credit card, click on “Online Registration” for the seminar or conference you desire. You will be taken to a secure website where your contact and credit card information will be gathered.
  • CDIAC often has to close registration prior to the cut-off date because it reaches maximum occupancy for the conference facility. Therefore, it is advised to register early. Registration deadlines for all seminars are posted on the CDIAC website and are included in marketing materials
  • Enrollment after the deadline is only permitted if space is available. Otherwise, interested parties can request to be placed on a waiting list.
  • Registration is only guaranteed upon receipt of a check or upon confirmation of credit card payment.
  • Substitution of officials or staff from the same entity is permitted.
  • CDIAC will forward a confirmation notice to participants upon receipt or confirmation of payment.
  • CDIAC requests that participants bring their confirmation notices and submit them to CDIAC’s Registrar on the opening day of the seminar for admittance to the program.
  • No “walk-in” registration is allowed on the day of the seminar.