Educational Opportunities:

 

Education Chair:

 

Mary Asturias, CCMT
Financial Services Manager
City of Burlingame
501 Primrose Rd.
Burlingame, CA 94010
Voice: 650 558-7221
Fax: 650 342-8386
masturias@burlingame.org

 

 
September 30 – October 2, 2008 - CMTA - Essentials of Treasury Management
    Registration Form Here
The registration deadline for the Essentials of Treasury Management Workshop is September 8, 2008.

This workshop includes 2 ½ days of intense training covering the basic concepts and practices of investing public funds. The workshop format is designed to provide newly elected or appointed treasurers, or those with less than three years of treasury management experience, with top notch training in treasury fundamentals. This workshop is also beneficial for those who want a refresher, as well as those who are earning points toward the Certified California Municipal Treasurer credential.
 
January 28-29, 2009 - CMTA - Advanced Investment Workshop
  Registration Form Here The registration deadline for the Advanced Investment Workshop is January 5, 2009.  The Advanced Investment Workshop is structured to provide two solid days of technical, yet understandable, portfolio and cash management topics for municipal investors with three or more years of experience. This workshop also provides points earned towards the Certified California Municipal Treasurer credential. Recent topics have included Introduction to Duration and Option Adjusted Spread, Advanced Portfolio Management, Outsourcing the Portfolio Management Function, Performance Measurement, Investment of Bond Proceeds, How to Profit From Taking Losses, Portfolio Analytics, and Fixed Income Resources on the Net.
 

Please visit the website calendar for additional information.

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Since it’s inception in 1958, the California Municipal Treasurer’s Association (CMTA) has encouraged education through meetings and workshops to maintain and enhance the high level of professional competence for treasurers and investment officials. The Board of Directors and committee chairs are dedicated to offering members the opportunity of learning new and efficient methods to more effectively fulfill their responsibilities and to be made aware of the constantly shifting patterns of governmental organization and public administration.

In addition to learning opportunities at the annual CMTA conference, two workshops are held each year. One is intended to provide basic information, the other deals with more advanced topics. These workshops cover a wide range of items including but not limited to: investments, cash management, bond sales, management skills, communications, and legislation. Opportunities are also offered in conjunction with monthly or quarterly division meetings held throughout the State.

The CMTA Certification Program is described more fully under Certification. In addition, the CMTA education committee has been very active in securing the best possible educational opportunities in the nation. Under their leadership CMTA workshops have been approved by the MTA US & Canada for pre-approved MTA certification points.


 

 
 
 
 

 

 

 
   
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California Municipal Treasurers Association