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2023 Debt Issuance and Public Investment Webinars, Seminars and Conferences

The 22nd Annual CDIAC Pre-Conference to
The Bond Buyer’s 33rd Annual California Public Finance Conference

Managing Your Borrowing Costs Through Market Turbulence

October 18, 2023
San Francisco, California
Event Details and Slides

After nearly a decade in a historically low interest rate environment, the Federal Reserve’s rapid interest rate increases and the growing liquidity concerns in the market have created a challenging borrowing climate. While there are reasons to believe that interest rates may be nearing a short-term peak, municipal issuers continue to face uncertainty about when more favorable market conditions for debt issuance will return. At the same time, the need to finance critical projects persists. This program will feature market professionals and experienced municipal issuers who will explore a variety of strategies employed before, during, and after issuance that can be used to manage borrowing costs, amidst high interest rates and looming market uncertainty.

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CDIAC Presents a Webinar Series:

Municipal Green Bond Disclosure: Investor Guidance and Issuer Perspective

Event Details and Slides | Webinar Recording | Webinar Replay
September 19, 2023

The requirement of public agency issuers to inform investors through reliable and thorough disclosure is central to a well-functioning municipal market. However, with the continued growth of labeled debt over the last decade – particularly green bonds – issuers may not be familiar with the specific investor expectations for green bond disclosure. In May 2023, the California Green Bond Market Development Committee released a paper, Recommended Approach to Municipal Green Bond Disclosure, to provide insight on investors’ expectations. This webinar will explore the recommendations contained in the paper and facilitate a discussion between investors that participated in the development of the report as well as issuers of green bonds.

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CDIAC Presents a Webinar Series:

An Integrated Approach to Strategic Pension Liability Management

Event Details and Slides | Part I Replay | Part II Replay
PART I: August 24, 2023      PART II: August 31, 2023

The past three years have been characterized by sudden and drastic changes in the financial markets, which have directly affected the funding status of pension liabilities for public agencies. The California Debt and Investment Advisory Commission’s (CDIAC’s) new two-part webinar series, An Integrated Approach to Strategic Pension Liability Management, is designed to discuss how recent market events have impacted actuarial calculations, and how current market conditions impact the viability and risk/reward of various cost management strategies available to public agencies. This webinar series will also present case studies of how different agencies have utilized an integrated strategic approach to mitigate pension liability risk.

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Data Portal: Mello-Roos & Marks-Roos Yearly Fiscal Status Report Tutorial

Event Details | Webinar Replay | Tutorial Only | Transcript
July 27, 2023

With the annual statutory deadline approaching on October 30th, CDIAC is offering filers a step-by-step walkthrough for submitting the Mello-Roos and Marks-Roos Yearly Fiscal Status Reports through our new online platform. The webinar will provide tips and tools helpful to both new and experienced filers and also address frequently asked questions that CDIAC has received regarding these reports.

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2023 MUNICIPAL MARKET DISCLOSURE

Fundamentals and Evolving Practices

Event Details and Slides
March 28-29, 2023

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 in improving 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.

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CMTA and CDIAC Present

2023 Public Funds Investment: Strategy in Practice

A Public Funds Investment Essentials Workshop

Event Details and Slides
January 25-26, 2023

This interactive workshop provides attendees the opportunity to participate in the application of concepts and strategies explored in the Public Funds Investment Essentials webinar series. Through activities and discussion, the program will build from fundamental concepts and operational considerations to strategic portfolio management theory and practice.

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CDIAC Presents a Webinar:
Data Portal: Annual Debt Transparency Report Tutorial

Event Details | Replay Webinar | Slides
January 5, 2023

With the annual statutory deadline approaching on January 31st, CDIAC is offering filers background information and a walkthrough for submitting Annual Debt Transparency Reports through the Data Portal, our new online platform. The webinar will provide tips and tools helpful to both new and experienced filers and also address frequently asked questions that CDIAC has received regarding this report.