California Debt and Investment Advisory Commission

2017 Debt Issuance and Public Investment Webinars, Seminars and Conferences

Developing and Administering Internal Controls for Bond Accountability
May 5, 2017
Capitol Event Center
Sacramento, California

This one-day seminar focuses on a framework for developing and administering an internal control system to account for and report on the expenditure of bond proceeds. The seminar focuses on the principles of a control system to provide for the prudent management and disbursement of public funds and applies these to bond administration. The program will incorporate tools developed by the Task Force on Bond Accountability convened by the California State Treasurer John Chiang.

Creating SB 1029-Compliant Local Debt Policies
March 16, 2017

Chapter 307, Statutes of 2016 (Senate Bill 1029, Hertzberg), signed by Governor Brown on September 12, 2016, amends Government Code section 8855 to place additional reporting obligations on issuers of public debt in California. Effective January 1, 2017, issuers must certify that they have adopted local debt policies concerning the use of debt and that the proposed debt issuance is consistent with those policies. This CDIAC webinar, in coordination with the California Special Districts Association and School Services of California, intends to support the efforts of local issuers to comply with SB 1029.

Fundamentals of Public Funds Investing
January 18-19, 2017
Riverside Convention Center
Riverside, CA

This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. On Day One panelists will address the components of portfolio management, including roles and responsibilities of practitioners, understanding permitted investments, establishing policy objectives, and managing cash flow. On Day Two panelists will address structuring and diversifying an investment portfolio, benchmarking, and best practices in portfolio accounting, disclosure and reporting.