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California Debt and Investment Advisory Commission

Debt Issuance and Public Investment Seminars and Conferences

Seminar Catalog

Debt Seminar 2: Mechanics of a Bond Sale CANCELLED
February 4-5, 2010, Oakland Marriott City Center
Oakland, California

Cost: $350 (public employees), $500 (private sector representatives)
Registration deadline: January 8, 2010 or until filled.

Speakers provide advice on steps for evaluating debt capacity and establishing a debt management policy. The course discusses how to develop the bond documents. Panels address managing fund accounts, investing bond proceeds and administering the debt over the term of the instrument. This is the second of a three-course series on debt management. The seminars can be taken in any sequence.

Debt Seminar 3: Living with an Issue CANCELLED
March 11-12, 2010, Doubletree Hotel Berkeley Marina
Berkeley, California

Cost: $350 (public employees), $500 (private sector representatives)
Registration deadline: February 11, 2010 or until filled.

You’ve issued your debt—now what? This course describes the steps for managing debt over the next few decades. Speakers discuss the indenture documents and continuing disclosure requirements associated with out-year administration. They describe the steps for managing bond proceeds, arbitrage and reserve accounts. Panels cover evaluating refunding options and managing variable rate debt.

ABCs of School Debt Financing
April 9, 2010, Hilton Concord
Concord, California

Cost: $250 (public employees), $400 (private sector representatives)
Registration deadline: March 9, 2010 or until filled.

This seminar is tailored to school officials seeking an understanding of debt finance—from planning the debt program to on-going administration and regulatory compliance. The speakers present fiscal management concepts, considerations before issuing debt, statutory requirements and out-year debt management strategies.

Fundamentals of Land-Secured Finance
April 23, 2010, Hilton Ontario
Ontario, California

Cost: $250 (public employees), $400 (private sector representatives)
Registration deadline: March 23, 2010 or until filled.

This seminar focuses on financing through the use of Mello-Roos district and assessment districts. It covers how to form a district, issue debt and administer the liens. Panelists discuss how the district should evaluate the use of alternative debt instruments. Hear expert advice on how to comply with federal regulations and state law.

Thinking of Diving into a Bond Pool? CANCELLED
May 21, 2010, Renaissance Long Beach Hotel
Long Beach, California

Cost: $250 (public employees)

Bond pools are a cost effective way for local governments to issue debt. This seminar addresses what to consider before joining a pool, which pool is right for your needs and what kinds of services an entity can expect from a pool. The seminar also covers an issuer’s disclosure responsibilities when participating in a pool.

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 pre approve 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.