The California Debt and Investment Advisory Commission and
California Municipal Treasurers Association (CMTA) Present:
Fundamentals of Public Funds Investing
January 28–29, 2026
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street, Costa Mesa, CA 92626
This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address the components of portfolio management, including roles and responsibilities of practitioners, understanding permitted investments, establishing policy objectives, and managing cash flow. In addition, panelists will address structuring and diversifying an investment portfolio, benchmarking, and best practices in portfolio accounting, disclosure, and reporting.
Registration and Pricing
Online registration will be available until January 12, 2026. Onsite registrations will be accepted on a first-come, first-serve basis. For additional assistance with registration, please contact CMTA at info@cmta.org
| PRICING | Full Program Registration | Daily Registration |
|---|---|---|
| Public Agencies | $325 | $200 |
| Non-Public Agencies | $425 | $250 |
Lodging Information
Crowne Plaza Costa Mesa | Prices start at $149/night +tax
3131 Bristol Street, Costa Mesa, CA 92626
A limited number of rooms have been discounted for seminar attendees. Additional room block details and a booking link are available on CMTA’s registration page.
Public Funds Investing Resources
Seminar Information
Seminar Policies
- Cancellation Policy: All cancellations must be received by December 28, 2025. No cancellations and or refunds will be issued after this date. All cancellation requests must be submitted in writing to CMTA staff at info@cmta.org. A $50 cancellation fee applies to all cancellations.
- Agenda Information: CDIAC reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.
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.
- 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.
- Continuing Professional Education (CPE) | Accountants: Please refer to the agenda for additional information on the CPE credits offered for this seminar.
- Minimum Continuing Legal Education (MCLE) Credits | Attorneys: CDIAC is an approved provider of MCLE credits. MCLE credits are not available for this seminar.
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.
