California Debt and Investment Advisory Commission


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The California Debt and Investment Advisory Commission (CDIAC) and the California Municipal Treasurers Association (CMTA) proudly offer a three-part educational series on the investment of surplus public funds, Public Funds Investment Essentials. Curriculum progresses from fundamental content, available for free online, to in-person seminars on intermediate and advanced content.

Part One: Fundamentals of Public Funds Investing (Free On-demand)

Local agency officials tasked with managing a public funds investment portfolio must incorporate their fiduciary role with fundamental investment concepts and planning to safeguard the principal and liquidity needs of their agency. This on-demand webinar series will provide the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. More Information on Fundamental Webinars

This online educational series can be accessed on-demand for free through CDIAC’s Education Portal. All six courses should be taken as prerequisites to attending subsequent trainings in this series.

Part Two: Intermediate Public Funds Investing

Building on fundamental content covered in the prerequisite Fundamentals of Public Funds Investing webinar series, this interactive seminar provides intermediate concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address assessing and adjusting liquidity, understanding risk, developing a benchmark, and analyzing an investment policy analysis. More Information on Intermediate Seminar

This program is the first day of a two-day seminar, typically held each January. Available details on the next offering of this seminar are below.

January 26, 2022
Quiet Cannon Convention Center
Montebello, CA

Part Three: Advanced and Applied Public Funds Investing

This interactive seminar provides an advanced discussion of portfolio management, including the more complex concepts underlying sound public portfolio analysis and decision-making. This includes current topics, economic forecasts, advanced investment analysis concepts, and an application of portfolio decision making. More Information on Advanced Seminar

This program is the second day of a two-day seminar, typically held each January. Available details on the next offering of this seminar are below.

January 27, 2022
Quiet Cannon Convention Center
Montebello, CA

Contact Information

Contact CDIAC for questions about
this program’s content.
CDIACEducation@treasurer.ca.gov

Contact CMTA for questions
regarding registration, certificates,
and specialized training credits.
Education@cmta.org