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California Debt and Investment Advisory Commission

General Information/Earning Continuing Education Credit

General Information

CDIAC education programs cover aspects of the municipal market that involve public agency officials and their staff, including the issuance of municipal bonds, administration of bonded debt, on-going disclosure requirements and the investment of public funds. CDIAC programs stress the fiduciary responsibility of public agency staff and officials and strive to provide material to prepare public agency representatives to interact with municipal market professionals. Representatives of cities, counties, special districts, school and community college districts, redevelopment agencies, and elected officials are encouraged to attend. Most programs offered by CDIAC are open to both public agency representatives and market professionals.

Note: While seminars may be open to both public agency officials and market professionals, we strive to maintain an educational environment and do not allow solicitation of financial services to our public agency attendees.

Continuing Education Credit

Seminar participants may be eligible to earn the following continuing education credit by 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: CDIAC will provide a certificate of attendance to all participants. To receive a certificate, attendees must sign in the first day of the program and attend the entire program. The certificate 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 certificate to the certifying entity thereafter. CDIAC’s education programs are accepted by many certification entities as “certifiable.”

Registration Policy

All CDIAC programs are open to public agency representatives; certain programs are also open to private market professionals. CDIAC will indicate if the program is open to private market professionals. Seating is limited; therefore, registration is on a first come, first served basis. Your space in the program is reserved once payment has been received by CDIAC.

There are two ways to register for CDIAC programs:

  1. Complete and mail an enrollment form with a check, or
  2. Complete online registration page using a credit card.

The following policies apply to CDIAC programs:

Payment

  • To reserve a seat in a CDIAC program, registration must be accompanied by payment, either a check or credit card (VISA or MasterCard).
  • A confirmation notice will be forwarded to participants upon receipt or confirmation of payment by CDIAC.
  • To register online using a credit card, click on “Online Registration” for the seminar or conference you wish to attend. You will be directed to a secure website to enter contact and credit card information.
  • If the CDIAC program is open to private market professionals, there will be an established two-tier fee structure. Private professionals will pay a higher rate to attend the program.
  • Refunds are granted only if cancellation occurs before registration cut-off date.

Space Availability

Registration deadlines are established for all programs and are posted on the CDIAC website as well as included in marketing materials. Due to space issues CDIAC may close or extend this registration deadline; therefore, early registration is advised.

  • CDIAC will close registration prior to the registration deadline if maximum occupancy for the conference facility has been met. At that time online registration links will be taken down and no additional registration will be accepted. Interested parties can request to be placed on a waiting list.
  • Enrollment after the deadline is permitted only if space is available. CDIAC will post the deadline extension on our website, as well as send out a ListServ notice announcing the new deadline.
  • “Walk-in” registration will be allowed on the day of the program, if space is available so long as form of payment (check) is brought to class. Please contact CDIAC to determine if space is available.

General

  • Substitution of officials or staff from the same entity is permitted.
  • CDIAC requests that participants bring their confirmation notices and submit them to CDIAC’s Registrar on the opening day of the seminar.

For more information about CDIAC's seminars, please contact CDIAC.