California Debt and Investment Advisory Commission


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Public Sector Registration | Private Sector Registration | Program Materials

Follow link to register for all three days or for single-day registrations.

Municipalities have been using debt financing as a tool to build their communities for over a century and throughout this history debt issuance has grown and changed to facilitate the provision of a variety of public benefits. Issuers and investors of municipal debt must consider market conditions, the amount and purpose of the debt, an agency’s credit, as well as many other variables. This variability coupled with so many people involved in the process, creates an environment where members of the issuance team understand their role, but may not understand the process as a whole. Join CDIAC and expert faculty during this three-day seminar on the most essential information needed to understand municipal debt in California.

Debt Basics | 8:00am – 5:00pm | September 27, 2022 | Agenda
Day one of this three-day seminar covers fundamental elements of debt financing, from the core terminology and roles and responsibilities of issuers and their financing team, to the types of debt state and local governments can issue. It is designed to provide municipal financing principles through lecture and short examples and exercises.

Mechanics of a Bond Sale | 8:00am – 5:00pm | September 28, 2022 | Agenda
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Topics include, but are not limited to, the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, and the development of legal documents.

Ongoing Administration | 8:00am – 3:45pm | September 29, 2022 | Agenda
Day three of this three-day seminar is designed to provide government officers with the knowledge needed to manage continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.

Registration

Early registration is advised as this event registration is on a first come first-serve basis and there is limited capacity. Registration is not considered complete until payment is received and registration fees are payable via check or credit card (VISA or MasterCard).

Registration for All Three Days

  • Public Sector: $550
  • Private Sector: $1100

Individual Day Registration

  • Public Sector: $200
  • Private Sector: $450

Venue

Lodging

  • Embassy Suites by Hilton Monterey Bay Seaside (Host Hotel) | Prices Start at $229 per night +tax
    There’s limited discounted rooms at the meeting venue. Book early and the cutoff date is August 27, 2022. A special link that includes the discounted room block rate will be included in your confirmation email.
  • Holiday Inn Express At Monterey Bay | Prices Start at $189 per night +tax
    Limited discounted rooms at this hotel and the cutoff date August 25, 2022. Book room by calling Holiday Inn by phone at (831) 394-5335 and referencing CDIAC  and the room block dates, September 26-29, 2022. This hotel is 0.2 miles from the meeting hotel and is walkable.
  • Additional Lodging
    A comprehensive list of lodging options and local activities can be found at the Monterey County Convention and Visitors Bureau’s website: www.seemonterey.com/hotels

Travel
The Embassy Suites by Hilton Monterey Bay Seaside is located 70 miles South of the Norman Y. Mineta San Jose International Airport. A full guide of travel resources can be found on the Monterey County Convention and Visitors Bureau’s website: https://www.seemonterey.com/resources/getting-here/

Parking
Parking is $18 for overnight guests at the Embassy Suites. Daily commuter parking is complementary for meeting attendees not lodging at the Embassy Suites.

Series Information