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Seminar Description

Ongoing Debt Administration
September 4, 2019
Holiday Inn Sacramento Downtown - Arena
Sacramento, California

This seminar is designed to provide government officers with the knowledge needed to manage their responsibilities for continuing disclosure, post-issuance filing and reporting, and compliance with federal arbitrage rules. Complying with both national and state-level reporting will be discussed. This seminar differs from CDIAC’s bond accountability and transparency program as this curriculum focuses on the larger practices of living with an issue over the life of the bond.

• Agenda
• Cost: $150 Public / $250 Private
• Register
• Presentation Materials
• Accommodations: CDIAC has secured a block of guest rooms at a rate of $95.00 per night plus tax, single occupancy. To reserve a room at the Holiday Inn Sacramento Downtown - Arena, please call 1-800-HOLIDAY (465-4329) by Monday, August 12, 2019, and refer to Group Code QDV to receive the group rate. You may also book online via the hotel website. Please note that rooms are limited. The hotel has a 24-hour cancellation policy.
• Education Credits
  • MCLE
    CDIAC is a State Bar of California approved MCLE provider. Attendance at this course will satisfy 6.5 hours of continuing education in accordance with MCLE Rule and Regulations.
  • CPE Credits
    Government Code Section 27000.9 requires county treasurers, county tax collectors, or county treasurer-tax collectors to complete, at a minimum, 24 hours (or an equivalent amount of continuing education units) on or before June 30 during each two-year period in the disciplines of treasury management, public finance, public administration or governmental accounting.  Attendance at this course will satisfy 6.5 hours of this requirement.
  • Other
    For other accredited professionals, please submit the certificate of attendance to your governing body for approval of continuing education credits.
• Recommended Readings:
  • California Debt Financing Guide, CDIAC, 2019
  • Guidance on Complying with SB 1029, CDIAC, December 28, 2016
  • Issuance Authorization: Enhancements and Data Submission Guidance, CDIAC, September 28, 2018
  • Webinar: Creating SB 1029-Compliant Local Debt Policies, CDIAC, March 16, 2017
  • Disclosing Information to Investors, Municipal Securities Rulemaking Board (MSRB) Education Center
  • Getting to Know EMMA, MSRB, January 2018
  • Debt Management Policy, Government Finance Officers Association (GFOA), October 2012
  • Understanding Your Continuing Disclosure Responsibilities, GFOA, September 2015
  • Post Issuance Policies and Procedures, GFOA, September 2017
  • Developing and Implementing Procedures for Post-Issuance Tax Compliance for Issuers of Governmental Bonds, GFOA
  • Considerations For Developing Post-Issuance Tax Compliance Procedures, National Association of Bond Lawyers, September 2016
  • Post-Issuance Compliance Checklist, NABL/GFOA