Municipal Debt Essentials
September 15-17, 2026
Hilton San Jose
300 S Almaden Ave, San Jose, CA 95110
Day One: Debt Basics | September 15, 2026 | Agenda Coming Soon
Day one of this three-day seminar covers fundamental elements of debt financing, including core issuance terminology, the roles and responsibilities of issuers and their financing team, and the types of debt instruments that state and local governments are able to issue. The curriculum for this training is designed to provide municipal financing principles through lecture, case studies, and exercises.
Day Two: Mechanics of a Bond Sale| September 16, 2026 | Agenda Coming Soon
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Some of the main topics covered in this program include the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, and marketing and pricing of bonds.
Day Three: Ongoing Administration| September 17, 2026 | Agenda Coming Soon
Day three of this three-day seminar is designed to provide government officers with essential knowledge related to managing continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.
Registration and Pricing
| PUBLIC SECTOR | DOOR BUSTER PRICING April 6-May 18, 2026 |
EARLY BIRD PRICING May 19-July 20, 2026 |
STANDARD PRICING After July 21, 2026 |
|---|---|---|---|
| Single Day Registration |
$375 | $375 | $500 |
| Full Program Registration |
$550 | $680 | $900 |
| PRIVATE SECTOR | DOOR BUSTER PRICING April 6-May 18, 2026 |
EARLY BIRD PRICING May 19-July 20, 2026 |
STANDARD PRICING After July 21, 2026 |
|---|---|---|---|
| Single Day Registration |
$625 | $625 | $700 |
| Full Program Registration |
$1050 | $1200 | $1300 |
Venue and Lodging
Hilton San Jose | Prices start at $239/night +tax
300 S Almaden Ave, San Jose, CA 95110
A limited number of rooms have been discounted for CDIAC seminar attendees. All rooms are reserved on a first-come, first-served basis. The cut-off for this discount July 30, 2026. Additional room block details and a booking link will be included in your registration confirmation email.
Seminar Information
Seminar Policies
- Cancellation Policy: Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. A refund may be issued if cancellation occurs on or before Friday, August 14, 2026. However, substitution of officials or staff from the same entity is permitted.
- 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.
- 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: CDIAC is not an approved provider of CPE credits, however certificates of attendance can be submitted to your governing entity to request credits.
- Attorneys | MCLE Credits: CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) general credits. Each day is approved for the following credits:
- Day 1: 1.50 general credits
- Day 2: 0.00 credits
- Day 3: 2.25 general credits
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.
