Seminar Description
Municipal Debt Essentials
October 22-24, 2013
Oakland Marriott City Center, Oakland CA
Municipal Debt Essentials is a seminar series delivered over three days: Debt 1: Debt Basics (October 22nd), will supply the foundational concepts for issuing debt; Debt 2: Accessing the Market (October 23rd), will provide an understanding of the strategic planning that occurs prior to debt issuance; Debt 3: Debt Administration (October 24th), will explain the fundamental responsibilities of debt administration after bond issuance. The seminar series is designed to build upon concepts from each day; however, participants may choose to take individual courses or the entire series based upon their educational needs.
- Brochure
- Agenda – Debt 1: Debt Basics
- Agenda – Debt 2: Accessing the Market
- Agenda – Debt 3: Debt Administration
- Debt Concept Terms/Glossary
- Directions
- Cost
- Lodging: CDIAC special group rate:
Oakland Marriott City Center for $125.00 USD per night (Individual Pay Only) – Limited Room Blocks
Book your group rate: California Debt and Advisory Commission. - Recommended Readings:
- Speech by SEC Staff: Lessons Learned by San Diego, U.S. Securities and Exchange Commission
- Report on the Municipal Securities Market, U.S. Securities and Exchange Commission
- Report of Investigation in the Matter of County of Orange, California, U.S. Securities and Exchange Commission
- West Clark Community Schools Cease and Desist Order
- GFOA Best Practice Debt Management Policy (1995, 2003, and 2012)
- Avoiding Troubled Tax-Advantaged Bonds, A Study of Issuer Compliance Considerations, The IRS Office of Tax Exempt Bonds
- Arbitrage Restrictions on Tax-Exempt Bonds, Notice of Proposed Rulemaking and Notice of Public Hearing, Internal Revenue Service, Treasury
- Arbitrage Rebate Overpayments on Tax-Exempt Bonds, Notice of Proposed Rulemaking and Notice of Public, Internal Revenue Service, Treasury
- SEC Approves Municipal Advisor Rules, Hawkins Advisory