In Partnership with the California Municipal Treasurers Association:

Advanced Public Funds Investing: Portfolio Management Strategies

Thursday, February 25 – Friday, February 26, 2027

DoubleTree By Hilton Sacramento
2001 Point West Way
Sacramento, CA 95815

This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making. The program will focus on strategic portfolio management theory and practice and provide interactive simulations and case studies that illustrate the application of the concepts and best practices covered over the course of the program.

Registration Agenda CMTA's Webpage

Registration and Pricing

Registration is managed by CMTA and available on their website. For assistance with registering, please email info@cmta.org.

Pricing:

Full Program Registration for Public Agencies: $350
Daily Registration for Public Agencies: $250
Full Program Registration for Non-Public Agencies: $475
Daily Registration for Non-public Agencies: $300

Lodging

DoubleTree By Hilton Sacramento
2001 Point West Way
Sacramento, CA 95815

CMTA has reserved a limited number of rooms at a discounted rate for attendees of the seminar. Rooms are available on a first come, first served basis. Prices start at $166 per night. You may book your room on the Hilton's website. The deadline to receive the discounted group rate is February 3, 2027.

Speakers

Tonya Dazzio, Director of Advisory Services, Meeder Asset Management
Benjamin (Ben) Finkelstein, CFA, Managing Director, Hilltop Securities Inc.
Laura Glenn, Director of Institutional Liquidity Management, RBC Global Asset Management (U.S.) Inc.
Jason Klinghoffer, CFA, Principal, MaxQ Analytics
Rick Phillips, Chief Investment Strategist, Meeder Asset Management
Monique Spyke, Managing Director, PFM Asset Management, a Division of U.S. Bancorp Asset Management, Inc.
Kevin P. Webb, CFA, Managing Director, Hilltop Securities Inc.
Hubie White, CFA, CTP, Chief Investment Officer, City and County of San Francisco

Certificate and Continuing Education Credits

Certificate of Attendance: CDIAC will issue a Certificate of Attendance for each day of the program to those who sign in at the registration desk. Certificates will be issued within 2 weeks after the program. Participants can submit their Certificate of Attendance to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable.
Certified California Municipal Treasurer (CCMT) Designation: Attendees can submit their Certificate of Attendance to the California Municipal Treasurers Association (CMTA) to earn credits towards the CDIAC training requirement of the CCMT designation from CMTA.
Continuing Professional Education (CPE) Credits: This course is eligible for up to 14 CPE credits. For detailed information, please refer to the agenda.
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.
Minimum Continuing Legal Education (MCLE) Credits: This event is not approved for MCLE credits.
SB 827: California Government Code Section 53238 as established by SB 827 requires local agency officials to take two hours of fiscal and financial training every two years. CDIAC's educational programs are a source for satisfying these requirements.

Seminar Information

For refund and cancellation policies, please visit the CMTA event webpage.