Home ->> California Debt and Investment Advisory Commission (CDIAC) ->> Seminar Publications

California Debt and Investment Advisory Commission

Seminar Presentations

If there are any questions regarding these seminar presentations, please contact CDIAC.

You searched for:

Year:    Subject:    Topic:    Type:    Keywords:

Year Subject Topic Presenter Presentation Title Type of Program
2020  Investment  Investment Portfolio  Kevin Webb, David Carr  Credit Analysis and the Public Agency Official  Seminar 
2020  Investment  Investment Portfolio  Rick Phillips  Advanced Investment Analysis: Utilizing Callables, Bullets, Step-ups and Floaters  Seminar 
2020  Investment  Investments (concepts, terminology, and instruments)  Raymond Johnson  Advanced Concepts in Public Investment Analytics  Seminar 
2020  Investment  Investments (concepts, terminology, and instruments)  Sarah Meacham  Understanding and Managing Risk in Public Investing  Seminar 
2020  Investment  Cashflow Analysis/Management  Hubert White  Accessing and Adjusting Portfolio Liquidity  Seminar 
2020  Investment  Market Conditions/Economic Outlook  Deborah Higgins  Economic Forecasts, Interest Rates and Current Hot Topics  Seminar 
2020  Investment  Investment Portfolio  Christopher McCarry, Carlos Oblites  Advanced Public Funds Investing Case Study  Seminar 
2019  Debt  Bond Concepts  Eric Goldstein, Scott Nagelson  Debt Structuring and Refunding  Seminar 
2019  Debt  Types of Financing Obligations  Eileen Gallagher, James A. Wawrzyniak  Financing Options: Which Type of Debt Is Best for Your Project, Part 2  Seminar 
2019  Debt  Roles and Responsibilities (Debt Financing Participants)  Michael Busch, Kevin Hale, Thomas Jacob, Brooke McKinney  Roles and Responsibilities of Debt Issuers and Finance Team Members  Seminar 
2019  Debt  Bond Math  Joanna Bowes, Erwin Tam  Group Exercise and Discussion: Bond Math  Seminar 
2019  Debt  Bond Concepts  David Brodsly, LuAnne Edwards Schurtz  Debt Policy and Plan of Finance  Seminar 
2019  Debt  Types of Financing Obligations  Brian D. Quint, Renee N. Vancho  Financing Options: Which Type of Debt Is Best for Your Project, Part 1  Seminar 
2019  Debt  Debt Management  Theresia Trevino  Selecting Your Consultants and the RFP or RFQ  Seminar 
2019  Investment  Investment Reporting  Debra Goodnight, John Johnson  Investment Accounting and Disclosure  Seminar 
2019  Debt  Bond Concepts  David Brodsly, LuAnne Edwards Schurtz  Group Exercise and Discussion: Creating the Project Plan  Seminar 
2019  Debt  Bond Concepts  G. Craig Hill, Christina Turner  Bond Concepts  Seminar 
2019  Debt  Bond Concepts  Juan Fernandez  Introduction: Evolution of the Bond Market  Seminar 
2019  Debt  Bond Concepts  Jacquelynne M. Jennings  Bond Documents  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Richard Kinzly, Dan Matusiewicz, Rick Phillips  The Day-to-Day Management of Public Funds  Seminar 
2019  Debt  Bond Math  David Officer, Victor Andrade  Marketing and Pricing  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Kevin Webb  Understanding Benchmarking, Part 2: Developing a Benchmark Group Exercise  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Kevin Webb  Understanding Benchmarking, Part 1: Concepts  Seminar 
2019  Investment  Investment Portfolio  Ben Finkelstein  From Policy to Construction: Portfolio Structure and Diversificatio  Seminar 
2019  Debt  Debt Management  Jay Goldstone, Marlene Drinkwine, Nick Kolitsos, Brian Mayhew, Annette Yee  Risk Assessment for Your Agency – What Can Go Wrong?  Seminar 
2019  Investment  Investment Reporting  Bret Black, Rick Phillips  Investment Reporting  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Kevin Webb  Understanding Benchmarking  Webinar1 
2019  Debt  Debt Management  "Timothy Ewell, Melissa Shick, Nikolai Sklaroff, Sean Tierney "  Managing Opportunities and Risks in Your Outstanding Debt  Seminar 
2019  Debt  Investment Reporting  Katia Frock  Understanding Arbitrage and IRS Tax Compliance  Seminar 
2019  Debt  Debt Management  Robert Berry  Post-Issuance Filing and Reporting and Managing Debt Policies  Seminar 
2019  Debt  Debt Management  Kara Taylor-Seeman  Post-Issuance Filing and Reporting and Managing Debt Policies  Seminar 
2019  Debt  Debt Management  Daniel Deaton  Post-Issuance Filing and Reporting and Managing Debt Policies  Seminar 
2019  Debt  Disclosure  Leah Szarek  Continuing Disclosure Responsibilities  Seminar 
2019  Debt  Disclosure  Dennis Kauffman  Continuing Disclosure Responsibilities  Seminar 
2019  Debt  Disclosure  Jeffrey Higgins, Jenna Magan  Continuing Disclosure Responsibilities  Seminar 
2019  Debt  Disclosure  Timothy Reimers, Tamami Yamaguchi  Initial Disclosure  Seminar 
2019  Debt  Debt Management  Angelica Hernandez  Overview of Debt Administration  Seminar 
2019  Debt  Credit Ratings  Eric Hoffmann  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Kevin Webb  Understanding Benchmarking  Webinar 
2019  Investment  Investments (concepts, terminology, and instruments)  Genny Lynkiewicz, Carlos Oblites  Understanding Cash Flow and Cash Flow Forecasting  Webinar1 
2019  Investment  Investments (concepts, terminology, and instruments)  Genny Lynkiewicz, Carlos Oblites  Understanding Cash Flow and Cash Flow Forecasting  Webinar 
2019  Debt  Bond Math  Anna Sarabian, Holly Vocal  Group Exercise and Discussion: Bond Pricing  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Jacob Oubina, Hubert White  Fixed Income Economics  Seminar 
2019  Debt  Bond Concepts  Jeff Land, Rudy Salo, Anna Sarabian, Dmitry Semenov  Understanding Methods of Sale  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Genny Lynkiewicz, Carlos Oblites  Understanding Cash Flow and Cash Flow Forecasting, Part 1: Concepts  Seminar 
2019  Debt  Debt Management  Theresia Trevino  Working with the Governing Body  Seminar 
2019  Debt  Debt Management  Kevin Civale, Robert Hannay  Bond Documents, Debt Service, and Who Is Responsible for What  Seminar 
2019  Debt  Debt Administration  Usha Patel, Jeff Field  SB 1029 – Year 3 of the Annual Debt Transparency Report (ADTR)  Webinar1 
2019  Debt  Debt Management  Jay Goldstone, Marlene Drinkwine, Nick Kolitsos, Brian Mayhew, Annette Yee  Determining Staffing and Training Needs – Who Should be Involved?  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Genny Lynkiewicz, Carlos Oblites  Understanding Cash Flow and Cash Flow Forecasting, Part 2: Group Exercise  Seminar 
2019  Debt  Debt Management  Jay Goldstone, Marlene Drinkwine, Nick Kolitsos, Brian Mayhew, Annette Yee  Ongoing Monitoring and Oversight – When to Review and Update Practices and Procedures?  Seminar 
2019  Debt  Debt Management  Jay Goldstone, Marlene Drinkwine, Nick Kolitsos, Brian Mayhew, Annette Yee  Using the Checklists Developed by the Task Force  Seminar 
2019  Debt  Disclosure  Daniel Deaton, Mark Blake, Rich Morales, Felipe Lopez, Anna Van Degna, Carlos Villafuerte, Brooke Abola, Arto Becker, Natalie Brill, Andre Doudjian, Christine Reynolds, Raul Amezcua, Mary McPike, Dave Sanchez  Administering Disclosure Obligations Under Amended SEC Rule 15c2-12  Seminar 
2019  Investment  Investment (concepts, terminology, and instruments)  Kevin Webb  Public Funds Investing Workshop  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins, John Johnson  Investment Policy and Objectives  Seminar 
2019  Debt  Debt Administration  Usha Patel, Jeff Field  SB 1029 – Year 3 of the Annual Debt Transparency Report (ADTR)  Webinar 
2019  Debt  Debt Management  Jay Goldstone, Marlene Drinkwine, Nick Kolitsos, Brian Mayhew, Annette Yee  Developing Policies, Practices and Procedures – How to Manage Risks?  Seminar 
2019  Debt  Types of Financing Obligations  Michael Paparian, Robert Hannay  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar One: Green Bond Fundamentals  Webinar 
2019  Debt  Types of Financing Obligations  Michael Paparian, Robert Hannay  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar One: Green Bond Fundamentals  Webinar1 
2019  Debt  Types of Financing Obligations  Michael Paparian, Kevin Civale, Dr. Cris Liban, Monica Reid  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar Two: It's Not Easy Being Green  Webinar 
2019  Debt  Types of Financing Obligations  Michael Paparian, Kevin Civale, Dr. Cris Liban, Monica Reid  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar Two: It's Not Easy Being Green  Webinar1 
2019  Debt  Types of Financing Obligations  Tim Schaefer, Raul Amezcua, Jenny Poree  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar Three: Making Green Pencil Out  Webinar 
2019  Debt  Types of Financing Obligations  Tim Schaefer, Raul Amezcua, Jenny Poree  Green Bonds in the Golden State: A Practical Path for Issuers, Webinar Three: Making Green Pencil Out  Webinar1 
2019  Investment  Investment (concepts, terminology, and instruments)  Tara Dunn, Kevin Webb, David Carr  Socially Responsible Investing: Integration in the Local Agency Portfolio  Webinar1 
2019  Investment  Investment (concepts, terminology, and instruments)  Tara Dunn, Kevin Webb, David Carr  Socially Responsible Investing: Integration in the Local Agency Portfolio  Webinar 
2019  Investment  Roles and Responsibilities (Investment Participants)  David Car, Don Collins, Alisa Backstrom  Understanding the Roles and Responsibilities of Investment Advisors and Broker-Dealers  Seminar 
2019  Investment  Roles and Responsibilities (Investment Participants)  David Carr, Vishal Thacker  Fundamentals of Public Funds Investing  Seminar 
2019  Investment  Investments (concepts, terminology, and instruments)  Bret Black, Jason Klinghoffer  Investment Terms and Concepts  Seminar 
2019  Investment  Investment Portfolio  Deborah Higgins, Ray Higgins  California Government Code and Legal Investments  Seminar 
2018  Investment  Market Conditions/Economic Outlook  Kevin Webb  Economic Forecasts, Interest Rates and Current Hot Topics  Seminar 
2018  Investment  Investments (concepts, terminology, and instruments)  Ray Johnson  Advanced Concepts for Public Investment Analytics  Seminar 
2018  Investment  Investments (concepts, terminology, and instruments)  Ben Finkelstein  Understanding and Managing Risk in Public Investing  Seminar 
2018  Debt  Regulatory Reform/Finance Reform  Mrunal Mehta Shah, Brad Neal  Legislative and Legal Updates  Seminar 
2018  Investment  CashFlow Analysis/Management  Hubert White  Accessing and Adjusting Portfolio Liquidity  Seminar 
2018  Debt  Types of Financing Obligations  Susan Goodwin, Eileen Gallagher, Jim Fabian  Preparing for District Formation  Seminar 
2018  Debt  Debt Administration  Brad Neal, Susan Goodwin, Eileen Gallagher  Ongoing District Administration  Seminar 
2018  Debt  Types of Financing Obligations  Eileen Gallagher, Jim Fabian  Creative Applications of Land-Secured Districts  Seminar 
2018  Investment  Investment Portfolio  Rick Phillips  Advanced Investment Analysis: Utilizing Callables, Bullets, Step-ups and Floaters  Seminar 
2018  Debt  Types of Financing Obligations  Jim Fabian, Eileen Gallagher  Current Practices and Strategies Related to Bond Issuance  Seminar 
2018  Investment  Investment Portfolio  Kevin Webb, David Carr  Credit Analysis and the Public Agency Official  Seminar 
2018  Debt  Debt Management  M. K. Reilly, Dr. C. Clark, A. Meza, S. Price, J. Kelly, K. Knox, A. Chandler, K. Crafton, S. Freidenrich, C. MacLean, R. Chu, B. Mawhorter, R. Morales, A. V. Degna, D. Brodsly, N. Brill, E. Enriquez, G. N. Harris II, J. Pantulu  A Different Perspective: Issuer Insights on the California Municipal Bond Market  Seminar 
2018  Investment  Investment Portfolio  Bill Blackwill, Deborah Higgins, John Johnson, Laura Parisi, Rick Phillips  Local Agency Investment Guidelines 2018 Update  Webinar1 
2018  Debt  Disclosure  Jeff Land, James Wawrzyniak  Private Placements and Direct Loans – Possible New Obligations under SEC Rule 15c2-12  Seminar 
2018  Debt  Disclosure  Blake Boehm, Larry Lom, Venus Rodriguez  Continuing Disclosure, Part 2 – Internal Roles and Responsibilities  Seminar 
2018  Debt  Disclosure  Dave Davies, Lakshmi Kommi  Continuing Disclosure, Part 1 – Ongoing Communication with the Market  Seminar 
2018  Debt  Disclosure  Jonathan Ash, Kevin Beltz, Cyrus Torabi  Steps and Considerations in Crafting the Initial Disclosure Documents  Seminar 
2018  Debt  Disclosure  Victor Hsu  Overview of Applicable Federal Laws and Securities and Exchange Commission Rules Governing Disclosure  Seminar 
2018  Debt  Types of Financing Obligations  Susan Goodwin, Eileen Gallagher, Jim Fabian  Current Practices for Large Long-Term Projects  Seminar 
2018  Investment  Investment Portfolio  Ned Connolly, Jeff Probst  Advanced Public Funds Investing Case Study  Seminar 
2018  Investment  Investment Portfolio  Bill Blackwill, Deborah Higgins, John Johnson, Laura Parisi, Rick Phillips  Local Agency Investment Guidelines 2018 Update  Webinar 
2018  Debt  Debt Administration  Robert Berry, Joyce Ward, Usha Patel  SB 1029 Phase II - Modifications to the Report of Proposed Debt Issuance and the Report of Final Sale  Webinar 
2018  Debt  Debt Administration  Robert Berry, Joyce Ward, Usha Patel  SB 1029 Phase II - Modifications to the Report of Proposed Debt Issuance and the Report of Final Sale  Webinar1 
2018  Debt  Debt Administration  Robert Berry, Joyce Ward, Usha Patel  SB 1029 – Modifications to the Annual Debt Transparency Report (ADTR)  Webinar 
2018  Debt  Debt Administration  Robert Berry, Joyce Ward, Usha Patel  SB 1029 – Modifications to the Annual Debt Transparency Report (ADTR)  Webinar1 
2018  Debt  Types of Financing Obligations  Jim Fabian, Susan Goodwin, Dennis Klingelhofer, Brad Neal  Fundamentals of Land-Secured Financing  Seminar 
2018  Debt  Market Conditions/Economic Outlook  Joseph T. Janczyk  Current Status of the Real Estate Market  Seminar 
2017  Debt  Debt Management  Tim Schaefer, Ronald Bennett, Albert Reyes  Creating SB 1029-Compliant Local Debt Policies  Webinar1 
2017  Debt  Debt Administration  Robert Berry, Joyce Ward  Submitting the Annual Debt Transparency Report (ADTR) Required by SB 1029: General Obligation (GO) and Revenue Debt  Webinar1 
2017  Debt  Debt Management  Tim Schaefer, Ronald Bennett, Albert Reyes  Creating SB 1029-Compliant Local Debt Policies  Webinar 
2017  Investment  Cashflow Analysis/Management  Michael Nguyen  Understanding Cash Flow and Forecasting, Part 1: Concepts  Seminar 
2017  Debt  Debt Management  Julia Cooper, Sharon Erickson, Susan Goodison, Scott Johnson, Nadia Sesay  Internal Controls Framework, Part One: Developing the Control Environment and Risk Assessment  Seminar 
2017  Investment  Investment Reporting  Rick Phillips  Investment Reporting  Seminar 
2017  Investment  Roles and Responsibilities (Investment Participants)  Margaret Moggia, David Carr, Kent Morris  The Day-to-Day Management of Public Funds  Seminar 
2017  Investment  Investment Reporting  Deborah Harper, Patricia Song  Investment Accounting and Disclosure  Seminar 
2017  Investment  Investments (concepts, terminology, and instruments)  Kevin Webb  Understanding Benchmarking, Part 1: Concepts  Seminar 
2017  Investment  Investment Portfolio  Jeff Probst  Portfolio Structure and Diversification  Seminar 
2017  Debt  Debt Management  Julia Cooper, Sharon Erickson, Susan Goodison, Scott Johnson, Nadia Sesay  Internal Controls Framework, Part Two: Developing Control Activities, Information and Communications, and Monitoring  Seminar 
2017  Investment  Cashflow Analysis/Management  Ned Connolly, Michael Nguyen  Understanding Cash Flow and Forecasting, Part 2: Exercise  Seminar 
2017  Investment  Roles and Responsibilities (Investment Participants)  Michelle Durgy, Shari Freidenrich, Philip Marr  Understanding Roles and Responsibilities of Public Investment Officers, Staff and Elected Officials  Seminar 
2017  Investment  Cashflow Analysis/Management  Ned Connolly  Understanding Cash Flow and Forecasting, Part 1: Concepts  Seminar 
2017  Investment  Investments (concepts, terminology, and instruments)  Lauren Brant, Shaun Farrell  Investment Policy and Objectives  Seminar 
2017  Investment  Investments (concepts, terminology, and instruments)  William (Bill) Blackwill, Laura Parisi  California Government Code and Legal Investments  Seminar 
2017  Investment  Investments (concepts, terminology, and instruments)  Jason Klinghoffer  Investment Terms and Concepts  Seminar 
2017  Investment  Roles and Responsibilities (Investment Participants)  Deborah Higgins, Deanne Woodring  Understanding Roles and Responsibilities of Investment Advisors and Broker/Dealers  Seminar 
2017  Debt  Debt Administration  Robert Berry, Joyce Ward  Submitting the Annual Debt Transparency Report (ADTR) Required by SB 1029: General Obligation (GO) and Revenue Debt  Webinar 
2017  Investment  Investments (concepts, terminology, and instruments)  Ray Higgins  Introduction: Short Stories of Public Funds Investing in California  Seminar 
2017  Investment  Investments (concepts, terminology, and instruments)  Linda Louie  Introduction: Recap of Day  Seminar 
2017  Debt  Debt Administration  Robert Berry, Joyce Ward  Submitting the Annual Debt Transparency Report (ADTR) Required by SB 1029: Commercial Paper (CP) and Mello-Roos Debt  Webinar 
2017  Debt  Debt Management  Julia Cooper, Sharon Erickson, Susan Goodison, Scott Johnson, Nadia Sesay  A Dive into the Controlling Documents: Bond Documents to Bond Accountability  Seminar 
2017  Debt  Debt Management  Julia Cooper, Sharon Erickson, Susan Goodison, Scott Johnson, Nadia Sesay  Administering Ongoing Monitoring  Seminar 
2017  Debt  Debt Management  Angelica Hernandez  Overview of Debt Administration  Seminar 
2017  Debt  Debt Management  Rudy Salo, Brian Wong  Bond Documents, Debt Service, and Who Is Responsible for What  Seminar 
2017  Debt  Disclosure  Jeffrey Higgins, Jenna Magan  Continuing Disclosure Responsibilities  Seminar 
2017  Debt  Debt Management  Brooke Abola, Ronda Chu, Robert Berry  Post-Issuance Filing and Reporting and Managing Debt Policies  Seminar 
2017  Debt  Investment Reporting  Katia Frock  Understanding Arbitrage and IRS Tax Compliance  Seminar 
2017  Debt  Investments (concepts, terminology, and instruments)  Monique Spyke  Investing Bond Proceeds  Seminar 
2017  Debt  Debt Administration  Robert Berry, Joyce Ward  Submitting the Annual Debt Transparency Report (ADTR) Required by SB 1029: Commercial Paper (CP) and Mello-Roos Debt  Webinar1 
2017  Debt  Debt Management  Julia Cooper, Sharon Erickson, Susan Goodison, Scott Johnson, Nadia Sesay  Enhancing an Agency's Internal Control Activities  Seminar 
2016  Investment  Investment Portfolio  Kent Morris  Advanced Credit Analysis: Looking at Negotiable Certificate of Deposits, Commercial Paper, Corporates, and Asset-backed Securities  Seminar 
2016  Investment  Investment Portfolio  Rick Phillips  Advanced Securities Analysis: Analyzing Governmental Securities  Seminar 
2016  Investment  Investment Portfolio  Debbie Goodnight, John Johnson  Advanced Securities Analysis: Analyzing Liquid Securities to Meet Cash Flow Needs  Seminar 
2016  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins  Recap of Permitted Investment Instruments  Seminar 
2016  Investment  Investments (concepts, terminology, and instruments)  Jason Klinghoffer  Advanced Concepts for Public Investment Analytics  Seminar 
2016  Investment  Investment Portfolio  Kevin Webb  Advanced Credit Analysis: Looking at Negotiable Certificate of Deposits, Commercial Paper, Corporates, and Asset-backed Securities  Seminar 
2016  Investment  Market Conditions/Economic Outlook  Don Collins  Introduction: Market Update – Where Are Interest Rates Going?  Seminar 
2016  Debt  Disclosure  Daniel Deaton, Megan Reilly  Developing a Disclosure Policy, Part 1: Building an Effective Framework  Seminar 
2016  Investment  Market Conditions/Economic Outlook  David Schiffman  Introduction: Market Update – Where Are Interest Rates Going?  Seminar 
2016  Debt  Bond Concepts  Craig Hill, Brad Koehn   Bond Concepts  Seminar 
2016  Debt  Bond Concepts  Juan Fernandez  Introduction: Evolution of the Bond Market  Seminar 
2016  Debt  Regulatory Reform/Finance Reform  Susan Gaffney, Dave Sanchez, Dave Leifer, Terry Maas, Robert Doty, Elaine Greenberg, Peg Henry, Steve Heaney, Chris Mukai, Dan Deaton, Debby Cherney, Scott Johnson  The Relationship Between Issuers and Their Consultants in the Post-Dodd-Frank Era  Seminar 
2016  Debt  Roles and Responsibilities (Debt Financing Participants)  David Fama, Monty Hanks, Terry Maas, Dennis McGuire, Jay Panzica, James Wawrzyniak  Roles and Responsibilities of Debt Issuers and Finance Team Members  Seminar 
2016  Debt  Disclosure  Daniel Deaton, Megan Reilly  Developing a Disclosure Policy, Part 2: Working Groups – Their Roles and Responsibilities  Seminar 
2016  Debt  Bond Concepts  Scott Nagelson, David Persselin   Debt Structuring and Refunding  Seminar 
2016  Debt  Disclosure  Kevin Civale, Tom Johnsen  The Continuing Disclosure Undertaking and Ongoing Communication with the Market  Seminar 
2016  Debt  Disclosure  Lakshmi Kommi, Dave Sanchez  Steps and Considerations in Crafting the Initial Disclosure Documents  Seminar 
2016  Debt  Disclosure  Peter Chan  Why Are Disclosure Policies Important? Placing Disclosure Policies within the Context of Trends in SEC Enforcement Activity  Seminar 
2016  Debt  Types of Financing Obligations  Tim Seufert, Robert Whalen, Dennis Anderson, Jim Fabian, Debra Riley  Fundamentals of Land-Secured Financing  Seminar 
2016  Debt  Disclosure  John Adams, David Brodsly, Lakshmi Kommi  Administering and Maintaining a Disclosure Policy  Seminar 
2016  Debt  Debt Management  Brad Koehn  Working with the Governing Body  Seminar 
2016  Debt  Disclosure  Elaine Greenberg  Why Are Disclosure Policies Important? Placing Disclosure Policies within the Context of Trends in SEC Enforcement Activity  Seminar 
2016  Debt  Bond Concepts  Marc Hughes, Jay Murphy  Understanding Methods of Sale – Competitive and Negotiated  Seminar 
2016  Debt  Disclosure  John Addleman, Eugene Clark-Herrera, Daniel Deaton, David Stevens  Disclosure Working Groups: Their Roles and Responsibilities  Seminar 
2016  Debt  Disclosure  John Addleman, Eugene Clark-Herrera  Administering and Maintaining a Disclosure Policy  Seminar 
2016  Debt  Disclosure  Daniel Deaton, David Stevens  Developing a Disclosure Policy  Seminar 
2016  Debt  Disclosure  Kevin Civale, Anne Pelej  The Continuing Disclosure Undertaking and Ongoing Communication with the Market  Seminar 
2016  Debt  Disclosure  Mark Blake, Kevin Civale  Steps and Considerations in Crafting the Initial Disclosure Documents  Seminar 
2016  Investment  Investment Portfolio  Ned Connolly, Jeff Probst, Bill Blackwill  Critical Considerations for Portfolio Selection and Management  Seminar 
2016  Debt  Bond Concepts  Paul Blumberg, David Brodsly  Group Exercise and Discussion: Creating the Project Plan  Seminar 
2016  Debt  Disclosure  Brooke Abola, Brian Forbath  Initial Disclosure  Seminar 
2016  Debt  Types of Financing Obligations  Dennis McGuire, Brian Quint  Financing Options: Which Type of Debt is Best for Your Project, Part 1  Seminar 
2016  Debt  Credit Ratings  Tom Bell  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2016  Debt  Credit Ratings  Andy Clarke  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2016  Debt  Bond Concepts  Drew Corbett, Jacquelynne Jennings  Bond Documents  Seminar 
2016  Debt  Debt Management  Joe Maestretti  Selecting Your Consultants and the RFP or RFQ  Seminar 
2016  Debt  Bond Math  Anna Sarabian, Holly Vocal  Group Exercise and Discussion: Bond Pricing  Seminar 
2016  Debt  Bond Concepts  Paul Blumberg, David Brodsly  Debt Policy and Plan of Finance  Seminar 
2016  Debt  Bond Math  Joanna Bowes, Erwin Tam  Group Exercise and Discussion: Bond Math  Seminar 
2016  Debt  Types of Financing Obligations  Eileen Gallagher, Rudy Salo  Financing Options: Which Type of Debt is Best for Your Project, Part 2  Seminar 
2016  Debt  Bond Math  Marc Hughes, Jay Murphy  Marketing and Pricing  Seminar 
2015  Debt  Bond Concepts  Bryon Rockwell, Elena Zaretsky  Refunding Your Agency’s Debt Obligations  Seminar 
2015  Debt  Bond Concepts  Jay Goldstone, Jen Hansen  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2015  Debt  Bond Concepts  Debra Saunders  Improving Market Efficiency by Expanding Investor Base  Seminar 
2015  Debt  Bond Concepts  Dennis Coleman  Introduction: Finance Officers in Today’s Market  Seminar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Dennis Coleman, Jose Matamoros  Roles and Responsibilities of the Issuer and Trustee  Seminar 
2015  Debt  Bond Concepts  Eric Goldstein, Jacquelynne Jennings  Bond Documents and Debt Service  Seminar 
2015  Debt  Disclosure  Justin Pica, Timothy Reimers  Continuing Disclosure Responsibilities  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Thad Garrison, Rick Phillips  The Public Investment Portfolio, Webinar 4: Part 3 - Utilizing Repurchase Agreements, Reverse Repos, and Securities Lending Agreements  Webinar 
2015  Debt  Bond Concepts  Monique Spyke  Investing Bond Proceeds  Seminar 
2015  Debt  Market Conditions/Economic Outlook  Nikolai Sklaroff  Introduction: Recent Trends in the Bond Market  Seminar 
2015  Debt  Market Conditions/Economic Outlook  Joseph T. Janczyk  Current Status of Real Estate Market: Trends and Conditions  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Kent Morris, Kevin Webb  The Public Investment Portfolio, Webinar 1: Investing in Treasuries  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Hank Stern, Rick Phillips, Kevin Webb  The Public Investment Portfolio, Webinar 2: Demystifying the World of Agencies  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Thad Garrison, Rick Phillips  The Public Investment Portfolio, Webinar 4: Part 3 - Utilizing Repurchase Agreements, Reverse Repos, and Securities Lending Agreements  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Kent Morris, Kevin Webb  The Public Investment Portfolio, Webinar 1: Investing in Treasuries  Webinar 
2015  Investment  Investments (concepts, terminology, and instruments)  Hank Stern, Rick Phillips, Kevin Webb  The Public Investment Portfolio, Webinar 2: Demystifying the World of Agencies  Webinar 
2015  Debt  Bond Concepts  Katia Frock  Understanding Arbitrage  Seminar 
2015  Debt  Bond Concepts  David Brodsly  Introduction: Evolution of the Bond Market  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Martin Cassell, William Dennehy, Garret Sloan  The Public Investment Portfolio, Webinar 5: Making Sense of Corporate Notes and Bonds  Webinar 
2015  Investment  Investments (concepts, terminology, and instruments)  Martin Cassell, William Dennehy, Garret Sloan  The Public Investment Portfolio, Webinar 5: Making Sense of Corporate Notes and Bonds  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Martin Cassell, Jeff Probst, Garret Sloan, Thomas Williams  The Public Investment Portfolio, Webinar 6: Understanding Structured Pooled Securities - Asset-backed, Mortgage-backed and Collateralized Mortgage Securities  Webinar 
2015  Investment  Investments (concepts, terminology, and instruments)  Martin Cassell, Jeff Probst, Garret Sloan, Thomas Williams  The Public Investment Portfolio, Webinar 6: Understanding Structured Pooled Securities - Asset-backed, Mortgage-backed and Collateralized Mortgage Securities  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Cunningham, Sarah Meacham, Nancy Jones, Kimberly McCorstin  The Public Investment Portfolio, Webinar 7: Differentiating Mutual Funds from Money Market Mutual Funds and Understanding Investment Pools  Webinar 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Cunningham, Sarah Meacham, Nancy Jones, Kimberly McCorstin  The Public Investment Portfolio, Webinar 7: Differentiating Mutual Funds from Money Market Mutual Funds and Understanding Investment Pools  Webinar1 
2015  Debt  Bond Concepts  Sara Oberlies Brown, Robert Porr  Debt Policy and Plan of Finance  Seminar 
2015  Debt  Disclosure  Dan Deaton, John McNally, Peter Chan  Disclosure Policies: What Every Issuer Should Consider  Webinar1 
2015  Debt  Bond Concepts  Nikolai Sklaroff, Danny Kim  Debt Capacity and Affordability  Seminar 
2015  Debt  Bond Concepts  David Brodsly, Cheryl Hines  Bond Concepts  Seminar 
2015  Debt  Bond Concepts  Eileen Gallagher, Victor Hsu  Long-term Debt Financing Options: Understanding Best Practices  Seminar 
2015  Debt  Bond Concepts  Kenneth Gambone, Theresia Trevino  Current Short-term Financing Options  Seminar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Raul Amezcua, Scott Catlett, Brian Forbath, Brent Mason, Scott Smith  The Changing Roles and Responsibilities of Debt Issuers and Finance Team Members  Seminar 
2015  Debt  Bond Concepts  David Brodsly, Charles Turner  Cost of Issuance  Seminar 
2015  Debt  Disclosure  Scott Catlett, Scott Ferguson  Initial Disclosure  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Tony Garcia, Henry Stern  The Public Investment Portfolio, Webinar 4: Part 1 - Introduction to Money Markets - Understanding Banker's Acceptances and Commercial Paper  Webinar 
2015  Debt  Disclosure  Dan Deaton, John McNally, Peter Chan  Disclosure Policies: What Every Issuer Should Consider  Webinar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Rob Novembre  Current Technological Advances in the Market: Alternative Trading Systems (ATS)  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins, John Colville  The Public Investment Portfolio, Webinar 3: When It Makes Sense to Buy Municipals  Webinar 
2015  Debt  Debt Administration  Aaron Laurel  Local Development Finance: Current Best Practices  Seminar 
2015  Debt  Debt Administration  Katie Kolitsos  The Future of Development Finance: Where Policy and Legislation Begin  Seminar 
2015  Debt  Debt Administration  Steve Shea  The Future of Development Finance: Where Policy and Legislation Begin  Seminar 
2015  Debt  Debt Administration  William Anderson  The Future of Development Finance: Where Policy and Legislation Begin  Seminar 
2015  Debt  Debt Administration  Kiran Jain  Taking Leadership in The Bond Market: The Issuer’s Role  Seminar 
2015  Debt  Debt Administration  Jan Perry  Local Development Finance: Current Best Practices  Seminar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Clarke Roberts  Current Technological Advances in the Market: Alternative Trading Systems (ATS)  Seminar 
2015  Debt  Debt Administration  Diane Cummings  Going Back into the Tool Shed: Strategies, Perspectives and Considerations  Seminar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Tom Meder  Current Technological Advances in the Market: Alternative Trading Systems (ATS)  Seminar 
2015  Debt  Roles and Responsibilities (Debt Financing Participants)  Allen Williams  Current Technological Advances in the Market: Alternative Trading Systems (ATS)  Seminar 
2015  Debt  Investments (concepts, terminology, and instruments)  Raymond Johnson  Current Technological Advances in the Market: Alternative Trading Systems (ATS)  Seminar 
2015  Debt  Market Conditions/Economic Outlook  Justin Marlowe  The Potential Benefits of an Exchange Platform  Seminar 
2015  Debt  Market Conditions/Economic Outlook  Ananth Madhavan  The Potential Benefits of an Exchange Platform  Seminar 
2015  Debt  Market Conditions/Economic Outlook  B.J (Johan) Rosenberg  Examining Bond Trading Today: Addressing Transparency, Efficiency, and Fairness  Seminar 
2015  Debt  Regulatory Reform/Finance Reform  Lawrence E. Harris  Opening Statements: Why Liquidity in the Municipal Market Will Soon Improve  Seminar 
2015  Debt  Debt Administration  Colin MacNaught  Taking Leadership in The Bond Market: The Issuer’s Role  Seminar 
2015  Debt  Types of Financing Obligations  Eileen Gallagher, Susan Goodwin, Dennis Anderson  Creative Applications of Land-secured Districts  Seminar 
2015  Debt  Bond Concepts  Scott Nagelson, Anna Sarabian  Debt Structuring  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Tony Garcia, Henry Stern  The Public Investment Portfolio, Webinar 4: Part 1 - Introduction to Money Markets - Understanding Banker– s Acceptances and Commercial Paper  Webinar1 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins, John Johnson  The Public Investment Portfolio, Webinar 4: Part 2 - Money Markets - Certificates of Deposit, Deposit Placement Services and Collateralized Bank Deposits  Webinar 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins, John Johnson  The Public Investment Portfolio, Webinar 4: Part 2 - Money Markets - Certificates of Deposit, Deposit Placement Services and Collateralized Bank Deposits  Webinar1 
2015  Debt  Debt Administration  Dennis Anderson, Robert (Bob) Whalen  Legislative and Legal Updates  Seminar 
2015  Debt  Market Conditions/Economic Outlook  Susan Goodwin, Eileen Gallagher, Chris Austin, Joe Janczyk  Real Estate Market and Community Facilities Districts (CFDs)  Seminar 
2015  Debt  Debt Administration  Jamie Gomes  Local Development Finance: Current Best Practices  Seminar 
2015  Debt  Types of Financing Obligations  Jim Fabian, Dennis Anderson, Susan Goodwin, Eileen Gallagher  Mitigating Risk and Managing Large, Long-term Projects  Seminar 
2015  Investment  Investments (concepts, terminology, and instruments)  Deborah Higgins, John Colville  The Public Investment Portfolio, Webinar 3: When It Makes Sense to Buy Municipals  Webinar1 
2015  Debt  Types of Financing Obligations  Robert (Bob) Whalen, Susan Goodwin, Dennis Anderson  Managing Going Forward: Administrative Issues  Seminar 
2015  Debt  Debt Administration  Donald Fraser  California Redevelopment: The Good, the Bad, and the Ugly  Seminar 
2015  Debt  Debt Administration  David Levin  California Redevelopment: The Good, the Bad, and the Ugly  Seminar 
2015  Debt  Debt Administration  Marianne O'Malley  California Redevelopment: The Good, the Bad, and the Ugly  Seminar 
2015  Debt  Debt Administration  Constantine Baranoff  Going Back into the Tool Shed: Strategies, Perspectives and Considerations  Seminar 
2015  Debt  Debt Administration  Jamie Gomes  Going Back into the Tool Shed: Strategies, Perspectives and Considerations  Seminar 
2015  Debt  Debt Administration  Andrew Sturmfels  Going Back into the Tool Shed: Strategies, Perspectives and Considerations  Seminar 
2015  Debt  Types of Financing Obligations  Jim Fabian, Dennis Anderson, Susan Goodwin, Eileen Gallagher, Chris Austin, Robert (Bob) Whalen  Forming Districts and Managing Debt Burdens  Seminar 
2015  Debt  Bond Concepts  Marc Hughes, Stephen J. (Jay) Murphy  Marketing and Pricing  Seminar 
2014  Debt  Debt Management  David Brodsly, Ronald Bennett, Robert Berry, Lee Brand, Susan Gaffney, Phillip Hardcastle, Joanne Wilson  Principles and Practices of Debt Management: Employing a Debt Policy  Webinar 
2014  Debt  Disclosure  Donald Field, Scott Ferguson, Anna Van Degna  Disclosing GO Credits: How are California GO Credits Different?  Seminar 
2014  Debt  Disclosure  Daniel M. Deaton, Peter Chan  Securities and Exchange Commission (SEC) Municipalities Continuing Disclosure Cooperation Initiative: A Call to All Municipal Issuers  Webinar 
2014  Debt  Disclosure  Daniel M. Deaton, Kevin M. Civale, Scott R. Ferguson, Elaine C. Greenberg  Securities and Exchange Commission (SEC) Municipalities Continuing Disclosure Cooperation Initiative, Part 2: Issuer Considerations and Actions  Webinar 
2014  Investment  Investments (concepts, terminology, and instruments)  John Johnson, Raymond Johnson, Brian Starr  Securities and Credit Monitoring  Seminar 
2014  Debt  Types of Financing Obligations  Maria Kachadoorian, Tim Seufert, Robert Whalen, Dennis Anderson, David Bilby, Jim Fabian  Fundamentals of Land-Secured Financing  Seminar 
2014  Debt  Disclosure  Suzanne Luster  Part 2: G-17 Disclosures - Underwriters to Issuers  Seminar 
2014  Debt  Disclosure  Dave Sanchez  Part 1: G-17 Disclosures - Underwriters to Issuers  Seminar 
2014  Debt  Disclosure  Michael Ginestro  Part 3: The Process of Good Disclosure  Seminar 
2014  Debt  Disclosure  Lisa Greer Quateman  Part 2: The Process of Good Disclosure  Seminar 
2014  Debt  Disclosure  Anna Sarabian, Readie Callahan, Matthew Reining, Allan Robertson  Direct Lending - Considering Voluntary Disclosure to the Market  Seminar 
2014  Debt  Disclosure  Harriet Welch  Overview of Federal Laws and SEC Rules Governing Disclosure  Seminar 
2014  Investment  Regulatory Reform/Finance Reform  Arto C. Becker, Jennifer Christensen, Leo Karwejna, Marty Margolis, John M. McNally  Regulatory Update: The Municipal Advisory Rules and Their Effect on Public Investments  Webinar 
2014  Debt  Debt Management  David Brodsly, Ronald Bennett, Robert Berry, Lee Brand, Susan Gaffney, Phillip Hardcastle, Joanne Wilson  Principles and Practices of Debt Management: Employing a Debt Policy  Webinar1 
2014  Debt  Bond Math  Louis Choi  Intermediate Bond Math Part 2: Economics and Structures  Webinar1 
2014  Debt  Disclosure  Scott Catlett  Part 1: Continuing Disclosure Part 1 - External Communication with the Market  Seminar 
2014  Investment  Regulatory Reform/Finance Reform  Arto C. Becker, Jennifer Christensen, Leo Karwejna, Marty Margolis, John M. McNally  Regulatory Update: The Municipal Advisory Rules and Their Effect on Public Investments  Webinar1 
2014  Debt  Bond Math  Louis Choi  Intermediate Bond Math Part 1: Bond Cash Flows Literacy  Webinar1 
2014  Debt  Disclosure  "Lisa Washburn, Lynnette Kelly, Jenna Magan, David Vaudt"  Disclosure and Reporting—Exposing the Intersection between Municipal Securities and Other Forms of Debt  Seminar 
2014  Debt  Disclosure  Kevin Civale  Municipal Market Enforcement Actions Become Reality  Seminar 
2014  Debt  Bond Concepts  Eric Chu, Dan Deaton, Nikiforos Mathews, Peter Shapiro  An Update on Swaps: What’s Different and What to Disclose?  Webinar1 
2014  Debt  Disclosure  Don Backstrom  Part 1: The Process of Good Disclosure  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Steve Groom, Kent Morris  Public Investment Planning: Investment Policy and Objectives  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Tim Johnson  Changing Rate Dynamics: Portfolio Structures and Strategies  Seminar 
2014  Debt  Disclosure  Richard DeProspo  Part 2: Continuing Disclosure Part 1 - External Communication with the Market  Seminar 
2014  Debt  Disclosure  Tracy McCraner  Part 3: G-17 Disclosures - Underwriters to Issuers  Seminar 
2014  Debt  Disclosure  Donald Steuer  Part 4: Continuing Disclosure Part 1 - External Communication with the Market  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Kent Morris, Jeffrey Wurm  Public Investment Planning: Portfolio Structure and Diversification  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Guyna Johnson  Keeping Up with Federal Regulations Impacting Public Investing  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Victoria Beatley, Kent Morris  Public Investment Planning: Cash Flow  Seminar 
2014  Debt  Disclosure  Ernesto Lanza  Part 3: Continuing Disclosure Part 1 - External Communication with the Market  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Rick Phillips  Portfolio Management Tools  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Tony Garcia  Investment Concepts and Terms  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Monique Spyke  Public Investment Planning: Understanding Callables  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Raymond Johnson  Introduction: History of the Market and the Effects on Portfolio Management in California  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  Rod Skidmore, Henry Stern  Safekeeping and Third-Party Custodial Agreements  Seminar 
2014  Investment  Investments (concepts, terminology, and instruments)  William Dennehy, Deborah Higgins  Public Investment Planning: Codes and Legal Investments - Current and Future  Seminar 
2014  Debt  Disclosure  Daniel M. Deaton, Kevin M. Civale, Scott R. Ferguson, Elaine C. Greenberg  Securities and Exchange Commission (SEC) Municipalities Continuing Disclosure Cooperation Initiative, Part 2: Issuer Considerations and Actions  Webinar1 
2014  Debt  Disclosure  Daniel M. Deaton, Peter Chan  Securities and Exchange Commission (SEC) Municipalities Continuing Disclosure Cooperation Initiative: A Call to All Municipal Issuers  Webinar1 
2014  Investment  Investments (concepts, terminology, and instruments)  Richard Loomis, Henry Stern  Presenting Informaion to Governing Bodies  Seminar 
2013  Debt  Bond Concepts  Katia Frock  Understanding Arbitrage  Seminar 
2013  Investment  Investment Portfolio  Monty Hanks  Fund Management: A City’s Perspective  Seminar 
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  Lynnette Kelly  The Fiduciary Obligations of Financial Advisors at the Bond Buyer Preconference  Seminar  
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  David Leifer, Lynnette Kelly  The Fiduciary Obligations of Financial Advisors  Seminar1 
2013  Debt  Debt Administration   Chris Mier  Understanding Costs and Incentives in Municipal Bond Pricing   Seminar 
2013  Debt  Disclosure  Chris Lynch  Initial Disclosure  Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  John Johnson, Martin Cassell, Todd Cuppia, Debbie Higgins  Discussion of Public Investment Products Current and Future: What Are They and Are They Risky?   Webinar1 
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  Joe Yew  Finance Officers in Today’s Market  Seminar 
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  David Leifer  The Fiduciary Obligations of Financial Advisors  Seminar 
2013  Debt  Debt Administration   David Cohen, Arn Andrews, Cammy DuPont, Brian Hellberg, Charles Turner  The Dynamics of Underwriter Disclosures Under G-18 at the Bond Buyer Preconference  Seminar1 
2013  Debt  Debt Administration   David Cohen  The Dynamics of Underwriter Disclosures Under G-17   Seminar 
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  Dennis Coleman, Josephine Libunao  Roles and Responsibilities of the Issuer and Trustee  Seminar 
2013  Debt  Debt Administration   Don Fraser, Doug Anderson, Justyn Howard, Ralph Holmes, Daniel Kim  Refunding Redevelopment Debt: New Challenges   Webinar1 
2013  Debt  Debt Administration   Don Fraser, Doug Anderson, Justyn Howard, Ralph Holmes, Daniel Kim  Refunding Redevelopment Debt: New Challenges   Webinar 
2013  Debt  Debt Administration   Chris Mier  Understanding Costs and Incentives in Municipal Bond Pricing at the Bond Buyer Preconference   Seminar1 
2013  Debt  Types of Financing Obligations  Dennis Anderson, Shauna Clark, Jim Fabian, Chris Fisher, Pablo Perez, Kelly Salt  Recent Appellate Court Decisions and What They Mean to Assessment Districts (AD)   Seminar 
2013  Debt  Market Conditions/Economic Outlook  Tony Hughes  Recent Trends in the Bond Market  Seminar 
2013  Debt  Types of Financing Obligations  Dennis Anderson, Shauna Clark, Jim Fabian, Chris Fisher, Pablo Perez, Kelly Salt  Current Practices for Determining General and Special Benefit in AD Financing for Capital Improvement Projects  Seminar 
2013  Debt  Types of Financing Obligations  Dennis Anderson, Shauna Clark, Jim Fabian, Chris Fisher, Pablo Perez, Kelly Salt  Current Practices for Determining General and Special Benefit in Assessment Districts to Pay for Maintenance   Seminar 
2013  Debt  Disclosure  Robert Doty, Dave Sanchez, Tim Schaefer  Considering Best Practices and Principles for Improving Disclosure in the California Market at the Bond Buyer Preconference  Seminar1 
2013  Debt  Disclosure  Justin Pica, Timothy J. Reimers  Continuing Disclosure Requirements  Seminar 
2013  Debt  Bond Concepts  David Brodsly, Angelica Hernandez  Cost of Issuance  Seminar 
2013  Debt  Credit Ratings  Robert Sakai, Andrew Ward  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2013  Debt  Types of Financing Obligations  Erick Chu, Dan Deaton, Nikiforos Mathews, Peter Shapiro   An Update on Swaps: What’s Different and What to Disclose?  Webinar 
2013  Debt  Market Conditions/Economic Outlook  Jay Goldstone  MSRB Rule G-17: What Does it Mean Bond Buyer Preconference  Seminar1 
2013  Investment  Investments (concepts, terminology, and instruments)  E. Kurt Yeager  1994 Orange County Bankruptcy Issues  Seminar 
2013  Debt  Bond Concepts  Richard Morales, Sean Tierney  Bond Documents and Debt Service  Seminar 
2013  Debt  Bond Concepts  Anand Kesavan  Debt Structuring  Seminar 
2013  Debt  Bond Concepts  Ruth Alahydoian, Robert A. Porr  Debt Policy and a Plan of Finance  Seminar 
2013  Debt  Bond Concepts  Tony Hughes, Danny Kim  Debt Capacity and Affordability  Seminar 
2013  Investment  Investment Portfolio  Carol Lew  Current Updates and Practice Laws - Federal Tax Restrictions  Seminar 
2013  Investment  Investment Portfolio  Michelle Durgy  Current Updates and Practice Laws  Seminar 
2013  Debt  Bond Concepts  Donald S. Field, Kenneth G. Gambone  Current Short-Term Financing Options  Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  Tony Garcia  Alternative Agency Issuers: Current and Prospective  Seminar  
2013  Debt  Bond Concepts  Glenn Casterline  Investing Bond Proceeds  Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  Debbie Higgins  What Went Wrong and What was Done   Seminar 
2013  Investment  Investment Portfolio  Doug Skarr  Local Agency Investment Guidelines - History and Structure   Seminar 
2013  Debt  Bond Concepts  Eileen Gallagher, Brian Quint  Long-Term Debt Financing Options: Understanding Best Practices  Seminar 
2013  Debt  Bond Concepts  Debra Saunders  Market Efficiency: Improving an Agency’s Cost Effectiveness  Seminar 
2013  Debt  Market Conditions/Economic Outlook  David Johnson, Suzanne Finnegan, Ronald Mintz, Joann Hempel, Timothy Self   Market Update: The Future of Credit Enhancement   Webinar 
2013  Debt  Market Conditions/Economic Outlook  David Johnson, Suzanne Finnegan, Ronald Mintz, Joann Hempel, Timothy Self   Market Update: The Future of Credit Enhancement   Webinar1 
2013  Debt  Roles and Responsibilities (Debt Financing Participants)  David Brodsly, Katano Kasaine, Vincent McCarley, Michelle Sexton   Changing Roles and Responsibilities of Debt Issuers and Finance Team Members  Seminar 
2013  Debt  Market Conditions/Economic Outlook  Jay Goldstone  MSRB Rule G-17: What Does it Mean  Seminar 
2013  Debt  Types of Financing Obligations  Dennis Anderson, Shauna Clark, Jim Fabian, Chris Fisher, Pablo Perez, Kelly Salt  Bond Financing Options Using Assessments  Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  Martin Cassell  Public Funds Investing: Yesterday and Today  Seminar 
2013  Debt  Types of Financing Obligations  Dennis Anderson, Shauna Clark, Jim Fabian, Chris Fisher, Pablo Perez, Kelly Salt  Proposition 218 and the Legal Framework of Assessment Districts in California   Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  Russell Fehr  Policy and Practice: Investor's Perspective  Seminar 
2013  Debt  Types of Financing Obligations  Erick Chu, Dan Deaton, Nikiforos Mathews, Peter Shapiro   An Update on Swaps: What’s Different and What to Disclose?  Webinar1 
2013  Debt  Bond Concepts  Gary Hall, Jan Mazyck  Bond Concepts and Overview  Seminar 
2013  Investment  Investments (concepts, terminology, and instruments)  John Johnson, Martin Cassell, Todd Cuppia, Debbie Higgins  Discussion of Public Investment Products Current and Future: What Are They and Are They Risky?   Webinar 
2013  Debt  Bond Concepts  Tim Schaefer  Marketing and Pricing  Seminar 
2012  Debt  Types of Financing Obligations  Betsy Kiehn, Debra Saunders  Current Short-term Financing Options  Seminar 
2012  Debt  Debt Management  William Reynolds  Debt Capacity and Affordability  Seminar 
2012  Debt  Debt Management  David Johnson  Debt Policy and a Plan of Finance  Seminar 
2012  Debt  Debt Management  James Spiotto  Credits under Stress  Seminar 
2012  Debt  Disclosure   Brian Whitworth  Disclosure Reporting Standards for Pension Obligations  Seminar 
2012  Debt  Types of Financing Obligations  Thad Calabrese, Roger David, Jenna Magan, Rob Larkins, Brian Whitworth  A Double-Edged Sword: The Economics of Pension Obligation Bond Financing for Local Governments  Webinar1 
2012  Debt  Disclosure   Alan Milligan  Disclosure Reporting Standards for Pension Obligations  Seminar 
2012  Debt  Types of Financing Obligations  Tony Garcia, Ray Johnson  Duration Calculation  Webinar 
2012  Debt  Disclosure  Victor Hsu  Initial Disclosure  Seminar 
2012  Debt  Disclosure   Brian Whitworth, Mark Blake, Sandra Kim, Tracy McCraner  Good Pension Disclosure Roundtable - What Does it Look Like?  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Jay Goldstone  Fiscal Stress and Personal Liability for Local Government Officials  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Robert Doty  Fiscal Stress and Personal Liability for Local Government Officials  Seminar 
2012  Debt  Debt Management  Anand Kesavan  Debt Structuring  Seminar 
2012  Debt  Debt Administration   Lisel Wells, Ann-Marie Gabel, Adam Bauer  Session Two: Important Documents and Managing Debt Service  Seminar 
2012  Debt  Disclosure  Lyn Gruber, Don Field, Frank Vega, George Greer  Achieving the Grade: School District Continuing Disclosure Practices in Today’s Market  Webinar 
2012  Debt  Market Conditions/Economic Outlook  Tim Schaefer, Julia Harper-Cooper, Jay Goldstone, Nadia Sesay  Roundtable Discussion on Market Information  Seminar 
2012  Debt  Disclosure  Mark Blake  Securities and Exchange Commission (SEC) Regulations and the Disclosure Process  Seminar 
2012  Debt  Disclosure  Steve Melikian  Securities and Exchange Commission (SEC) Regulations and the Disclosure Process  Seminar 
2012  Debt  Disclosure  David Brodsly  Securities and Exchange Commission (SEC) Regulations and the Disclosure Process  Seminar 
2012  Debt  Disclosure  Jennifer Johnston  Securities and Exchange Commission (SEC) Regulations and the Disclosure Process  Seminar 
2012  Debt  Credit Ratings  Nikolai Sklaroff, Angela Kukoda  Session Four: Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2012  Debt  Bond Concepts  David Brodsly, Cheryl Hines  Session One: Bond Concepts and Overview  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Jose Matamoros  Roles and Responsibilities of the Issuer and Trustee  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Stephen Heaney  Fiscal Stress and Personal Liability for Local Government Officials  Seminar 
2012  Debt  Debt Management  David Shank, Scott Nagelson  Refunding and Reorganizing Your Agency’s Debt Obligations  Seminar 
2012  Debt  Debt Management  Ronnie Campbell  The Economics of Good Decision Making  Seminar 
2012  Debt  Debt Management  Richard Deprospo  The Economics of Good Decision Making  Seminar 
2012  Debt  Debt Management  Ursula Hyman  The Economics of Good Decision Making  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Melanie Tung  The Market’s Response to Changing Conditions and Emerging Needs  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Marc D. Joffe  Toward Municipal Credit Scoring  Seminar 
2012  Debt  Bond Concepts  Katia Frock  Understanding Arbitrage, Calculations and Rebate  Seminar 
2012  Debt  Debt Management  James Spiotto  Unfunded Pension Obligations: Is Chapter 9 the Ultimate Remedy? Is There a Better Resolution Mechanism?  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Jordan Levine  Understanding Credit Capacity in the Post-Recession Era   Seminar 
2012  Debt  Types of Financing Obligations  Thad Calabrese, Roger David, Jenna Magan, Rob Larkins, Brian Whitworth  A Double-Edged Sword: The Economics of Pension Obligation Bond Financing for Local Governments  Webinar 
2012  Debt  Types of Financing Obligations  Kimberly Quinones, Jeff Stava  Long-term Debt Financing Options: Understanding Best Practices  Seminar 
2012  Debt  Bond Concepts  Makiko Sato  Cost of Issuance  Seminar 
2012  Debt  Bond Concepts  Glenn Byers  Cost of Issuance  Seminar 
2012  Debt  Disclosure   Anne Pelej   Continuing Disclosure Responsibilities  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Brent Mason, Brian Forbath, Chris Lynch, Brian Thomas, Raul Amezcua  Changing Roles and Responsibilities of Debt Issuers and Finance Team Members  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Mark Campbell  Analyzing Market Activities Using the EMMA website   Seminar 
2012  Debt  Disclosure  Lyn Gruber, Don Field, Frank Vega, George Greer  Achieving the Grade: School District Continuing Disclosure Practices in Today’s Market  Webinar1 
2012  Debt  Bond Concepts  Debra Saunders  Accessing the Market  Seminar 
2012  Debt  Bond Concepts  David Brodsly  Introduction to the Bond Market  Seminar 
2012  Debt  Roles and Responsibilities (Debt Financing Participants)  Vic Erganian  Roles and Responsibilities of the Issuer and Trustee  Seminar 
2012  Debt  Investment Portfolio  Nancy Jones, Sarah Meacham, Ray Johnson, Debbie Higgins  Investment Structures and Risk Management of Public Investment Portfolios  Webinar 
2012  Debt  Bond Concepts  Tim Schaefer, Paul Sutherlen  Credit Criteria: Historical and Current Measures of Credit Quality   Seminar 
2012  Debt  Bond Concepts  Tim Schaefer  Marketing and Pricing  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Chris Mier  Municipal Market Outlook 2012  Webinar 
2012  Debt  Market Conditions/Economic Outlook  Cadmus Hicks  Municipal Market Outlook 2012  Webinar 
2012  Debt  Market Conditions/Economic Outlook  Joseph Janczyk  Municipal Market Outlook 2012  Webinar 
2012  Debt  Types of Financing Obligations  Alex Wallace, Glenn Casterline, Jim Manire, Brian Forbath   New Frontiers in Public Finance: A Return to Direct Lending   Webinar 
2012  Debt  Types of Financing Obligations  Alex Wallace, Glenn Casterline, Jim Manire, Brian Forbath   New Frontiers in Public Finance: A Return to Direct Lending   Webinar1 
2012  Debt  Disclosure  Robert McCrory  Pension Mechanics and Math  Seminar 
2012  Debt  Market Conditions/Economic Outlook  Nikolai Sklaroff  Recent Trends in the Bond Market  Seminar 
2012  Debt  Bond Concepts  Glenn Casterline  Investing Bond Proceeds  Seminar 
2011  Debt  Market Conditions/Economic Outlook  Ward McCarthy  National and Regional Economic Conditions Affecting Treasury Management  Seminar 
2011  Debt  Bond Concepts  Olson Lee  Issuer Operations and Overview of CDLAC   Seminar 
2011  Debt  Bond Concepts  Suzette Flynn  Issuer Operations and Overview of CDLAC   Seminar 
2011  Debt  Debt Management  Tim Schaefer, Keith Curry, Gary Caporicci, Kevin Civale  Making Good Decisions About Your Financings  Seminar 
2011  Debt  Debt Management  Tim Tung  Managing Debt Service  Seminar 
2011  Debt  Bond Concepts  Chris Mier  Market Efficiency  Seminar 
2011  Debt  Market Conditions/Economic Outlook  Marney Cox  National and Regional Economic Conditions Affecting Treasury Management  Seminar 
2011  Debt  Bond Concepts  Tim Schaefer  Municipal Debt Essentials Session 6: Cost of Issuance-Find the "Apple among the Oranges" and Control Your Issuance Costs  Seminar 
2011  Debt  Disclosure  Robert Olson, Jacquelynne Jennings  Session Six: Continuing Disclosure Responsibilities  Seminar 
2011  Debt  Bond Concepts  Anne Pelej, Carol L. Lew  Not Concerned About Arbitage? Not So Fast…  Webinar 
2011  Investment  Investments (concepts, terminology, and instruments)  Daniel S. Dowell  Public Investment In Agency Securities: What Are The Options?  Webinar 
2011  Investment  Types of Financing Obligations  Raymond Johnson, Nancy Jones  Public Investments and Municipal Debt Essentials: Identifying the Right Short-Term and Interim Investment Instruments  Seminar 
2011  Debt  Investment Portfolio  Glenn Byers  Rating Agency Presentation: County of Los Angeles FY 2010-11 TRANs  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Brian Mayhew  Roles and Responsbilities of the Issuer & Trustees  Seminar 
2011  Debt  Bond Concepts  Marc Hughes, Kevin Kone, Andy Nakahata  Session Five: Refunding and Reorganizing Your Agency’s Debt Obligations  Seminar 
2011  Debt  Bond Concepts  Debra Saunders  Market Efficiency  Seminar 
2011  Debt  Credit Ratings  Dari Barzel, Nikolai J. Sklaroff  Credit Quality and the New Dynamics of Credit Ratings  Seminar 
2011  Debt  Bond Math  Robert G. Friar, Jr.; Kenneth D. Fullerton  Bond Math 2: The Economics of Bonds  Webinar 
2011  Debt  Market Conditions/Economic Outlook  Girard Miller  Issuance and Investments in the Low-Rate "New Normal" Economy  Seminar 
2011  Debt  Debt Management  David Glasser, Karen Ribble, Mike Kremer  Debt Capacity and Affordability-Municipal Debt Essentials-Accessing the Debt Market  Seminar 
2011  Debt  Types of Financing Obligations  Keith D. Curry, Jean Buckley  Debt Basics-Session 2: Long-Term Debt Financing Options and Understanding Best Practices  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Marla Bleavins  Debt Basics: Responsibilities of Debt Issuers  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Marc Hughes  Debt Basics: Changing Roles and Responsibilites of Issuers; What's changed and why?  Seminar 
2011  Debt  Bond Concepts  John H. Bonow, Todd Fraizer  Debt 2: Planning and Bond Sales: Accessing the Debt Market  Seminar 
2011  Debt  Debt Management  Joe Yew, Sarah Hollenbeck  Debt 2: Accessing the Market: Debt Policy and Plan of Finance  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Donald Field, Dan Wiles, Celeste Davis, Stuart Weiss  Debt 1: Debt Basics: Session 5: Selection and Duties of Financial Consultants  Seminar 
2011  Debt  Disclosure  Robert Olson, Jacquelynne Jennings  Federal Laws and Securities and Exchange Commission Rules Governing Disclosure  Seminar 
2011  Debt  Types of Financing Obligations  Richard Hiscocks, Eileen Gallagher,   Current Short Term Financing Options  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Dan Deaton, Steven Heaney, Thomas Johnsen  Fiscal Reform and Disclosure in the Municipal Market  Seminar 
2011  Debt  Disclosure  Kevin Civale  Continuing Disclosure - Today’s External Communications With the Public Market  Seminar 
2011  Debt  Disclosure  Marla Bleavins  Continuing Disclosure - Today’s External Communications With the Public Market  Seminar 
2011  Debt  Disclosure  Dari Barzel  Continuing Disclosure - Today’s External Communications With the Public Market  Seminar 
2011  Debt  Disclosure  Rosa Renaud  Continuing Disclosure - Internal Roles and Responsibilities  Seminar 
2011  Debt  Disclosure  Christy Pinuelas  Continuing Disclosure - Internal Roles and Responsibilities  Seminar 
2011  Debt  Disclosure  Marshall Eyerman  Continuing Disclosure - Internal Roles and Responsibilities  Seminar 
2011  Investment  Investment Portfolio  Monty Hanks  Cash Flow Analysis: Portfolio Management-Investing Idle Cash  Seminar 
2011  Investment  Cashflow Analysis/Management  Carlos Oblites  Cash Flow Analysis in Portfolio Management  Seminar 
2011  Debt  Debt Management  Scott Nagelson  Debt Structuring: Debt Essentials: Accessing the Market  Seminar 
2011  Investment  Investment Portfolio  Brice Bins, Katano Kasaine, Maria Oberg  Day-to-Day Management of Public Funds and Investment Reports  Seminar 
2011  Debt  Disclosure  David Moore  Good Disclosure: It’s in The Process  Seminar 
2011  Debt  Disclosure   Steve Melikian  What Issuers of Municipal Securities Should Know About Initial Disclosure and Federal Securities Laws  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Brain Mayhew, Jose Matamoros  Trustee and Issuer … A long term relationship  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  George Richardson  The World Bank: Investing In Supranationals  Webinar 
2011  Debt  Cashflow Analysis/Management  Peter Taylor  The Regents of the University of California Financial Update  Seminar 
2011  Debt  Bond Concepts  David Brodsly, Michelle Issa  The 2011 Overture: An Overview of Muncipal Bonds  Seminar 
2011  Debt  Market Conditions/Economic Outlook  Nikolai Sklaroff  Tax-Exempt Conduit Bond Market Trends  Seminar 
2011  Debt  Market Conditions/Economic Outlook  Chris Mier  Tax-Exempt Conduit Bond Market Trends  Seminar 
2011  Debt  Bond Math  Eric Chu, Nathanial Singer  Swaps Math: What Are Your Swaps Worth?  Webinar 
2011  Debt  Types of Financing Obligations  Betsy Kiehn  Short-term and Interim Financing Strategies  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Richard Eisenberg  Farmer Mac: Financing Rural America  Webinar 
2011  Debt  Disclosure  Kimberly L. Quinones  Good Disclosure: It’s in The Process  Seminar 
2011  Debt  Bond Math  Michelle Issa, Louis Choi  Bond Math 1: Anatomy of Bonds  Webinar 
2011  Debt  Disclosure  David Fama  Good Disclosure: It’s in The Process  Seminar 
2011  Debt  Types of Financing Obligations  Lawrence G. Rolapp, Susan Goodwin, Tina Rocha   Fundamentals of Land-Secured Financing  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Jay Goldstone  Fiscal Stress and Personal Liability for Local Government Officials  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Robert Doty  Fiscal Stress and Personal Liability for Local Government Officials  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Carol Lew  Fiscal Reform-Regulatory Structures  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Ken Gambone  Fiscal Reform-Regulatory Structures  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Jay Goldstone  Fiscal Reform-Regulatory Structures  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Dan Deaton, Steven Heaney, Thomas Johnsen  Fiscal Reform and Disclosure in the Municipal Market  Seminar 
2011  Debt  Regulatory Reform/Finance Reform  Dan Deaton, Steven Heaney, Thomas Johnsen  Fiscal Reform and Disclosure in the Municipal Market  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Jim DeMasi  GSE Debt Securities: Market Overview  Webinar 
2011  Investment  Investments (concepts, terminology, and instruments)  Guy Boccasile  Impact on Cash Management and Investment Strategies  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Karen D. Adams, CPA  Investing Public Funds  Seminar 
2011  Investment  Roles and Responsibilities (Investment Participants)  Russell Fehr  Investing Perspective of a City Treasurer  Seminar 
2011  Debt  Bond Concepts  Glenn R. Casterline  Investing Bond Proceeds  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Brian Perry  Investment Concept Fundamentals  Seminar 
2011  Debt  Bond Concepts  Timothy J. Reimers  Important Documents and Managing Debt Service   Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Henry Stern  Impact on Cash Management and Investment Strategies  Seminar 
2011  Investment  Investments (concepts, terminology, and instruments)  Pam Milliron  Impact on Cash Management and Investment Strategies  Seminar 
2011  Debt  Market Conditions/Economic Outlook  R. Wade Norris  Highlights in Project Finance and New Bond Financing Structures  Seminar 
2011  Debt  Market Conditions/Economic Outlook  Sam Balisy  Highlights in Project Finance and New Bond Financing Structures  Seminar 
2011  Debt  Roles and Responsibilities (Debt Financing Participants)  Stephen Heaney  A Call to Action for Public Officials  Seminar 
2011  Debt  Bond Concepts  Russell A. Miller, Takashi Iwata  Arbitrage Compliance for Bonds   Seminar 
2011  Investment  Investment Portfolio  David Witthohn  Benchmarking Your Portfolio  Seminar 
2011  Debt  Bond Math  Robert G. Friar, Jr.; Kenneth D. Fullerton  Bond Math 2: The Economics of Bonds  Webinar1 
2010  Debt  Debt Administration   Kerrigan Bennett  ABCs of School Debt Financing: Disclosure Obligations and On-Going Administration of Bonds and Other Debt  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Ken Gambone  2a-7 Rules  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Anne Pelej  Reform and it’s Impact on the Municipal Market  Seminar 
2010  Debt  Types of Financing Obligations  Ruth Alahydoian  WorkshopThe ABC’s of School Debt Financing Session I Considerations for School Debt Financing  Seminar 
2010  Debt  Market Conditions/Economic Outlook  Gary Schlossberg  What Kind of Recovery From the ”Great Recession” of 2008-09?  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Nat Singer  Secondary Effect - Swaps  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Julia H. Cooper  Secondary Affect: Changes That Impact Issuers’ Balance Sheet and Investments  Seminar 
2010  Debt  Types of Financing Obligations  Frank Vega, Rod Carter  ABCs of School Debt Finance Seminar Federal Stimulus Programs for Municipal Bond Issuers  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Kay Chandler  Rewriting the Rule Book: Effects of Regulation on A/L Management and the Investment of Bond Proceeds  Seminar 
2010  Debt  Types of Financing Obligations  Adam Bauer  ABCs of School Debt Financing the Mechanics of a General Obligation Bond  Seminar 
2010  Debt  Cashflow Analysis/Management  Jeffrey Small  Managing Your Cash Flow  Seminar 
2010  Debt  Debt Management   Lakshmi Kommi  Debt Management in a changing Market and Regulatory Environment  Seminar 
2010  Debt  Roles and Responsibilities (Debt Financing Participants)  Kerrigan Bennett  Considerations for School Debt FinancingRole of the Professionals  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Justin Pica  CDIAC Curriculum on Regulatory Change: Re-Writing the Rulebook - Regulatory Change and the Municipal Market  Seminar 
2010  Debt  Regulatory Reform/Finance Reform  Tim Schaefer  Re-Writing the Rulebook: Regulatory Change and the Municipal Market  Seminar 
2009  Debt  Bond Concepts  Robert Feyer, Cheryl Hines  Structuring the Financing  Seminar 
2009  Debt  Types of Financing Obligations  Trisha Ortiz, Diana Chuang  AB 811 Contractual Assessments  Seminar 
2009  Debt  Bond Concepts  Blake Fowler  ARRA and The California State Treasurer's Office  Seminar 
2009  Debt  Bond Concepts  Dean Martin  Arbitrage Rebate Administration  Seminar 
2009  Debt  Debt Management  Ruth Alahydoian  Considerations for School Debt Financing  Seminar 
2009  Debt  Types of Financing Obligations  Neal Skiver  Clean Renewable Energy Bonds (CREBs) & Qualified Energy Conservation Bonds (QECBs)  Seminar 
2009  Debt  Types of Financing Obligations  Tom Baker  Clean Renewable Energy Bonds (CREBs)  Seminar 
2009  Debt  Types of Financing Obligations  Jan McFarland  Clean Renewable Energy Bonds (CREBs)  Seminar 
2009  Investment  Roles and Responsibilities (Investment Participants)  Bill Blackwill  Changing Roles of Investment Professionals  Seminar 
2009  Investment  Cashflow Analysis/Management  Kathleen Jackson, Benjamin Finkelstein  Cash Flow Management & Forecasting  Seminar 
2009  Debt  Market Conditions/Economic Outlook  Emmily Raimes  California Economy and Budget  Seminar 
2009  Debt  Types of Financing Obligations  Misti Armstrong  California Debt Limit Allocation Committee (CDLAC) QECB  Seminar 
2009  Debt  Market Conditions/Economic Outlook  Cadmus Hicks  California Debt and Investment Advisory Commission / Bond Buyer Public Finance Conference  Seminar 
2009  Debt  Debt Management  Arto Becker  Bond Documents: Critical To Managing Debt Service  Seminar 
2009  Debt  Types of Financing Obligations  Nat Singer  Bond Buyer Conference  Seminar 
2009  Debt  Market Conditions/Economic Outlook  Carol Lew  Assessing the Underlying Health of the Economy and the California Public Finance Market   Seminar 
2009  Debt  Market Conditions/Economic Outlook  Eileen Gallagher  ARRA and the Municipal Bond Markets  Seminar 
2009  Debt  Types of Financing Obligations  Robert Feyer  Build America Bonds  Seminar 
2009  Debt  Types of Financing Obligations  Bruce Dickinson  Public-Private Partnerships (P3s) & Solar Energy: Market Conditions, Funding Sources  Seminar 
2009  Debt  Types of Financing Obligations  Chris Lynch, Craig Hill, Gail Feldman  Mello Roos Municipal Financing for Clean Energy Improvements  Seminar 
2009  Debt  Bond Concepts  David Brodsly, Michelle Issa  Refunding a Bond Issue  Seminar 
2009  Debt  Types of Financing Obligations  Stanton Hazelroth  Recovery Zone Facility Bonds and Improvements/Expansions of Existing Tools  Seminar 
2009  Debt  Types of Financing Obligations  Russell Goings  Recovery Zone Economic Development Bonds - Summary of Major Provisions  Seminar 
2009  Investment  Investments (concepts, terminology, and instruments)  Carlos Oblites  Rebalancing Your Portfolio  Seminar 
2009  Debt  Types of Financing Obligations  Eugene Clark-Herrera  School Bond Program ABCs  Seminar 
2009  Debt  Types of Financing Obligations  Steve Adamo  Public-Private Partnerships (P3s) and Solar Energy: Power Purchase Agreements and Similar Contracts  Seminar 
2009  Debt  Types of Financing Obligations  Ruth Alahydoian, Eugene H. Clark-Herrera, Lisa F. Constancio  School Bonds: Qualified Zone Academy Bonds and School Construction Tax Credit Bonds  Seminar 
2009  Debt  Types of Financing Obligations  Cisco DeVries  Property Assessed Clean Energy  Seminar 
2009  Debt  Investments (concepts, terminology, and instruments)  Luda Semenova  Product Overview - VRDO  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Natalie Brill  Pre-Closing Issuer Responsibilities  Seminar 
2009  Debt  Debt Management  John Sheldon, Gregory Dawley  Plan of Finance  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Brian Thomas, Dennis Coleman  On-Going Debt Administration: Issuer Roles and Resposibilities  Seminar 
2009  Investment  Investments (concepts, terminology, and instruments)  Deanne Woodring  New Govenrment Guaranteed Investment Products: When to Buy, When to Sell  Seminar 
2009  Debt  Types of Financing Obligations  Lisa Constancio  Qualified Zone Academy Bond (QZAB), Qualified School Construction Bond (QSCB), Tax Credit Programs  Seminar 
2009  Debt  Market Conditions/Economic Outlook  Tim Schaefer  The Last Word: What Are the Prospects for a Return to “Normalcy” in the Municipal Credit Markets?  Seminar 
2009  Debt  Market Conditions/Economic Outlook  John Decker  Will ARRA Resuscitate the Economy?  Seminar 
2009  Debt  Investments (concepts, terminology, and instruments)  Brian Mayhew  Why Do Issuers Use Variable and Synthetic Rate Instruments  Seminar 
2009  Debt  Types of Financing Obligations  Jan McFarland, Tim Seufert  Warm Topics in Solar Energy  Seminar 
2009  Investment  Roles and Responsibilities (Investment Participants)  Rick Phillips  Utilizing External Investment Managers  Seminar 
2009  Debt  Bond Concepts  James Ward  Understanding Arbitrage Rebate  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Joe Yew, Julio Morales  Role of the Issuer  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Jose Matamoros  Trustee and Issuer … A long term relationship  Seminar 
2009  Debt  Bond Concepts  Eileen Gallagher  Structuring and Marketing Build America Bonds  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Karen Ribble  The Basics of Bond Ratings: What they are (and aren’t), how they’re determined, and why they matter (particularly in times of economic stress)  Seminar 
2009  Debt  Market Conditions/Economic Outlook  Mac Taylor  State Budget Situation  Seminar 
2009  Debt  Bond Concepts  Russell Goings  The American Recovery and Reinvestment Act - Is it Working?  Seminar 
2009  Debt  Disclosure   Bill Bothwell, Don Steuer, Larry Sobel  Continuing Disclosure and Post Post-Issuance Compliance  Seminar 
2009  Debt  Roles and Responsibilities (Debt Financing Participants)  Julio Morales, Kelly Salt, Frank Sulzberger, Matthew Challis  Selection and Duties of the Financing Team  Seminar 
2009  Investment  Investments (concepts, terminology, and instruments)  Margaret Kerins  Selecting the Best Products for Your Investment Goals  Seminar 
2009  Debt  Types of Financing Obligations  Mark Adler  Types of Long-Term Financings  Seminar 
2009  Debt  Types of Financing Obligations  Jan McFarland  Green Bonds Clean Renewable Energy Bonds (CREBs)  Seminar 
2009  Debt  Bond Concepts  Victor Hsu  Mechanics of a Bond Sale: The Legal Documents  Seminar 
2009  Debt  Types of Financing Obligations  John Wang  CREBs and QECBs  Seminar 
2009  Debt  Cashflow Analysis/Management  Doug Montague  Debt Capacity and Affordability  Seminar 
2009  Debt  Debt Management  Lakshmi Kommi  Debt Management Policy & Plan of Finance  Seminar 
2009  Debt  Bond Concepts  Dennis Scott, Michael Brouse, Lisalee Wells, John Baracy, Adam Bauer  Demystifying School Debt Finance  Seminar 
2009  Investment  Investment Portfolio  Deanne Woodring  Establishing Benchmarks to Meet Investment Policy Objectives  Seminar 
2009  Debt  Types of Financing Obligations  Sam Sperry, Kathy Larocque  Financing Solar Energy: Options for California’s Local Governments - Critical Issues  Seminar 
2009  Debt  Types of Financing Obligations  Juan Redin  Fulbright Briefing - Public Finance  Seminar 
2009  Debt  Types of Financing Obligations  Jan McFarland  Hot Topics In Solar Energy  Seminar 
2009  Debt  Disclosure  John McNally  Initial and Continuing Disclosure  Seminar 
2009  Debt  Types of Financing Obligations  John Sheldon  Interim Financing Options  Seminar 
2009  Investment  Market Conditions/Economic Outlook  Kenneth E. Schiebel  Investment Economics  Seminar 
2009  Debt  Bond Concepts  Tim Schaefer  Marketing and Pricing an Issue  Seminar 
2009  Debt  Types of Financing Obligations  Sam Sperry, Kathy Larocque  Financing Solar Energy: Options for California’s Local Governments - Legal Framework  Seminar 
2009  Debt  Investment Portfolio  Luda Semenova, Brian Mayhew, Marcia Maurer  Managing Ongoing Responsibilities for Variable-Rate Financings and Swaps  Seminar 
2009  Debt  Investments (concepts, terminology, and instruments)  Darryl Street, Paul Pender  Investing Bond Proceeds  Seminar 
2009  Debt  Bond Concepts  Peter Taylor, Robert Hillman  Introduction to Bond Concepts  Seminar 
2009  Debt  Bond Concepts  Tim Schaefer  Marketing and Pricing an Issue  Seminar 
2008  Debt  Debt Management  David Persselin, Jo Mortensen  Developing a Debt Management Policy  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  John Delary  Living with an Issue: On-Going Bond Administration  Seminar 
2008  Investment  Investment Reporting  Lisa Marie Harris  Investment Policy and Reporting  Seminar 
2008  Investment  Investments (concepts, terminology, and instruments)  Brian Perry  Investing Public Funds: Fundamentals of Managing Your Portfolio  Seminar 
2008  Debt  Bond Concepts  Thomas Fox  Investing Bond Proceeds  Seminar 
2008  Debt  Bond Concepts  Barbara Lloyd, David Persselin  Introduction to Variable Rate Financing  Seminar 
2008  Debt  Bond Concepts  Monty Hanks  Introduction to Interest Rate Swaps  Seminar 
2008  Debt  Bond Math  Peter Taylor, Matthew Koch  Introduction to Bond Math  Seminar 
2008  Debt  Debt Management  Peter Shapiro  Interest Rate Swap and Variable Rate Debt Programs  Seminar 
2008  Debt  Bond Concepts  Peter Shapiro  How Swaps Work and Why Issuers Use Them  Seminar 
2008  Debt  Credit Enhancement  Kathleen McDonough  CDIAC Pre-Conference Workshop  Seminar 
2008  Debt  Disclosure   Sam Sperry, Ed De La Rosa, Mary Colby  GOOD DISCLOSURE: IT’S IN THE PROCESS  Seminar 
2008  Investment  Investment Portfolio  Deanne Woodring  Establishing Benchmarks to Meet Investment Policy Objectives  Seminar 
2008  Debt  Bond Concepts  Dawn Vincent  Debt Financing Mechanisms – Part 1  Seminar 
2008  Debt  Credit Enhancement  Marcia Maurer  CDIAC Pre-Conference Workshop  Seminar 
2008  Debt  Disclosure   Anne Pelej  Continuing Disclosure Issues: Material Events  Seminar 
2008  Debt  Credit Enhancement  Thomas McLoughlin  CDIAC Pre-Conference Workshop  Seminar 
2008  Investment  Investment Portfolio  Annette Kerber, John Johnson  Credit Analysis  Seminar 
2008  Investment  Investment Reporting  Hank Stern  Day Day-to to-Day Management of Public Funds  Seminar 
2008  Debt  Types of Financing Obligations  Dawn Vincent  Basic School Debt : Financing Mechanisms -- Part 2  Seminar 
2008  Debt  Debt Management  David Presselin, Monty Hanks  Managing Ongoing Responsibilities for Variable Variable-Rate Financings and Interest Rate Swaps  Seminar 
2008  Debt  Types of Financing Obligations  Larry Rolapp, Susan Goodwin, Robert Davison, Sam Sperry, Joan Cox, Jenine Windeshausen,   Basic Structures of Assessment and Community Facilities Districts  Seminar 
2008  Debt  Bond Concepts  Tim Schaefer  Refunding an Issue  Seminar 
2008  Debt  Debt Management  Robecca Moses  Bond Ratings and the Rating Process  Seminar 
2008  Debt  Disclosure   Julia H. Cooper  Can Changes to Federal Regulation Help Municipal Finance?  Seminar 
2008  Investment  Cashflow Analysis/Management  Annette Kerber  Cash Flow Forecasting  Seminar 
2008  Debt  Disclosure   Lester Graves Lennon   Fundamentals of Debt Financing Initial Disclosure  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Don Steuer  Roles & Responsibilities of Issuers in the Debt Issuance Process  Seminar 
2008  Debt  Credit Enhancement  David Glasser  Approaches to Credit Enhancement  Seminar 
2008  Investment  Roles and Responsibilities (Investment Participants)  David Witthohn  Roles and Responsibilities of Investment Advisors  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Mark Alvarado  Roles and Responsibilities of the Issuer in the Debt Issuance Process  Seminar 
2008  Debt  Disclosure   Anna Reinhardt Latham  Securities Exchange Act of 1934: Continuing Disclosure Under Rule 15c2-12  Seminar 
2008  Debt  Bond Concepts  David Johnson, Cheryl Hines  Structuring the Financing  Seminar 
2008  Debt  Debt Management  Jan Mazyck, Peter Shellenberger  successful strategies for Financial Planning and Debt Management  Seminar 
2008  Debt  Credit Enhancement  David Brodsly  The Decision to Use Credit Enhancement  Seminar 
2008  Debt  Types of Financing Obligations  Rod Carter, Dennis Coleman, Chris Mukai  Types of Short and Long Term Financings  Seminar 
2008  Debt  Bond Concepts  Anne Pelej  Understanding Arbitrage  Seminar 
2008  Debt  Credit Ratings  Jolene yee  Understanding Credit Ratings  Seminar 
2008  Debt  Debt Management  Monty Hanks  Variable-Rate Financings & Interest Rate Swaps  Seminar 
2008  Debt  Disclosure   Rick Hiscocks  Overview of Federal Laws and SEC Rules Governing Disclosure  Seminar 
2008  Investment  Roles and Responsibilities (Investment Participants)  Deborah Higgins  Roles and Responsibilities of a Broker/Dealer  Seminar 
2008  Debt  Bond Concepts  Joe Yew, Gary Kitahata, Darlene Cimino-DeRose  Marketing and Pricing an Issue  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Russell Goings  Role of the Underwriter in the Municipal Marketplace  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Sarah Hollenbeck  Role of the Financial Advisor  Seminar 
2008  Investment  Roles and Responsibilities (Investment Participants)  Mark Saladino  Public Officials' Responsibilities When Investing Public Funds  Seminar 
2008  Debt  Debt Management  Ruth Alahydoian, Robert Whalen  Basic Considerations Before Assuming Debt  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Frank Sulzberger, Marcia S. Maurer, Nadia Sesay, David Jones, Tim Seufert  On-Going Debt Administration Before the Closing and After the Sale  Seminar 
2008  Debt  Debt Administration   Robert Whalen  On-Going Administration of Bonds and Other Debt  Seminar 
2008  Debt  Disclosure   Lynette Kelly  Municipal Securities Rulemaking Board  Seminar 
2008  Debt  Roles and Responsibilities (Debt Financing Participants)  Lisa Greer Quateman  Municipal Bond Industry Professionals and Their Roles   Seminar 
2008  Debt  Credit Ratings  Gail Sussman  Moody’s Plans to Re-Calibrate Public Finance Ratings to It’s Global Scale  Seminar 
2008  Debt  Bond Concepts  Geoff Gibbs, Steve Walsh   Mechanics of a Bond Sale: The Legal DocumentsThe Documents  Seminar 
2008  Debt  Disclosure   Robert Doty  Materiality Reliance on Professionals OPEB Disclosure   Seminar 
2008  Debt  Credit Ratings  Gary Breaux  Will the Changing Municipal Market Precipitate a Change in the Bond Rating System?  Seminar 

1 Result is an archived seminar/webinar that can be replayed by accessing CDIAC's Media Library.