California Debt and Investment Advisory Commission

MUNICIPAL MARKET DISCLOSURE:

Fundamentals and Evolving Practices


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Public Sector Registration | Private Sector Registration | Agenda


Disclosure is key to ensuring transparency in the municipal securities market. Investors must be informed of the risks related to an agency’s revenues and financial condition, but disclosure obligations are expanding to evolving risks related to climate change and cybersecurity. This seminar seeks to assist public agency officials and other market professionals to improve their understanding of the policy and regulatory environment surrounding municipal disclosure and how that environment may change in the future. Day One of this seminar will focus on the fundamentals of disclosure, covering current rules for primary and continuing disclosure practices by public agencies including reporting requirements to CDIAC. Day Two will focus on evolving disclosure practices for labeled debt, cybersecurity, and climate change.

Registration

Both Days
(before February 15, 2023)
Both Days
(after February 15, 2023)
Single Day
Public Sector
Registration
$200 $275 $140
Private Sector
Registration
$300 $375 $190

No Discounts Available for Single Day Registrations

Venue

Lake Natoma Inn
702 Gold Lake Drive
Folsom, CA 95630

Lodging

Lake Natoma Inn | Prices start at $95 per night + tax
A limited number of rooms have been discounted for CDIAC seminar attendees. All rooms are reserved on a on a first-come, first-served basis. The cut-off for this discount is March 13, 2023. Additional room block details and a discount code will be included in your registration confirmation email.

Seminar Information

Contact Information

If you have questions about this program, please contact CDIAC at: CDIACEducation@treasurer.ca.gov

Seminar Presentation Materials

Printed versions of the session presentations are not provided. PDFs of the combined presentations can be accessed below and printed. Links will be added as the materials become available.

  • Day 1 Presentation | Day 2 Presentation

PDFs for individual sessions are listed below.

Recommended Readings

CDIAC Publications

Additional Resources