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Calendar - Events
& Training
Opportunities
below calendar. |
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Board Meeting Dates Listed on
Calendar and below. |
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Calendar of
Events for 2008
-
click on month |
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August 13,
2008
CMTA Meeting
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At the
PORTS O'
CALL,
SAN
PEDRO,
310-833-3553
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Speaker
will be
JOSE
MATAMOROS
from the
BANK OF
NEW YORK
- The
topic
will be
ROLE OF
THE
TRUSTEE
DURING
BOND
INSURER
DOWN
GRADES &
FAILED
REMARKING. |
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September 15,
2008
CDIAC
- The Bond Buyer
California
Public Finance
Conference
The Future of
the Municipal
Securities
Market
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San
Francisco,
California
-
Hyatt
Regency
Embarcadero
-
Cost:
TBD
-
Registration
Deadline:
TBD
This
half-day
seminar
preceding
The Bond
Buyer’s
California
Public
Finance
Conference,
is
intended
to make
sense of
the
rapidly
evolving
municipal
securities
market.
Topics
include
the
state of
the bond
insurance
industry,
the use
of
credit
ratings,
and the
possible
future
application
of a
global
rating
scale to
both
corporate
and
municipal
bonds.
The
seminar
will
conclude
with a
discussion
on
whether
the
municipal
market
will be
able to
regulate
itself
in the
future.
This
pre-conference
event is
open to
both
public
and
private
sector
representatives
of the
municipal
finance
industry.
For more
information
about
CDIAC
programs
visit
www.treasurer.ca.gov/cdiac
or call
CDIAC at
(916)
653-3269.
Register
for
seminars
on-line
at
CDIAC’s
website
using
Visa or
Master
Card. |
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September
19, 2008
CDIAC
-
Understanding
Municipal
Securities
Regulations
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San
Diego,
California
-
Sheraton
San
Diego
Hotel &
Marina
-
Cost:
$199
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Registration
Deadline:
August
22, 2008
or until
filled.This
one-day
seminar
covers
the
disclosure
of
municipal
securities
information
to the
market.
Topics
include
federal
securities
laws and
regulations,
issuer
responsibilities,
and
continuing
disclosure
compliance.
For more
information
about
CDIAC
programs
visit
www.treasurer.ca.gov/cdiac
or call
CDIAC at
(916)
653-3269.
Register
for
seminars
on-line
at
CDIAC’s
website
using
Visa or
Master
Card. |
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September 30 –
October 2, 2008
- CMTA - Essentials of
Treasury
Management |
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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. |
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October 9,
2008 - CMTA
Meeting |
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Host:
BURBANK
Site:
SMOKEHOUSE
Speaker:CALPERS
Topic:FUNDING
OF
OPEB
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October 2-3,
2008 -
CDIAC
-
Fundamentals of
Debt Financing |
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Doubletree
Hotel
San
Diego
Mission
Valley
-
San
Diego,
California
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Cost:
$250
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Registration
Deadline:
September
4,
2008
or
until
filled.
This
one
and
one-half
day
seminar
is
the
first
in a
series
of
three
debt
issuance
courses.
Topics
include
roles
and
responsibilities
of
financing
team
members,
types
of
short-
and
long-term
financings,
the
decision
to
use
credit
enhancement,
and
the
credit
rating
process.
The
session
will
conclude
with
a
discussion
of
issuer
responsibilities
for
initial
and
continuing
disclosure.
For
more
information
about
CDIAC
programs
visit
www.treasurer.ca.gov/cdiac
or
call
CDIAC
at
(916)
653-3269.
Register
for
seminars
on-line
at
CDIAC’s
website
using
Visa
or
Master
Card.
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November 20-21,
2008 -
CDIAC
- Investing
Public Funds:
Fundamentals of
Managing Your
Portfolio
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Hilton
Pasadena
-
Pasadena,
California
- Cost:
$250 -
Registration
Deadline:
October
23, 2008
or until
filled.
This one
and
one-half
day
seminar
provides
investment
officers
and
their
staff
with
information
about
the
investment
of
public
funds.
Topics
include
investment
concept
fundamentals,
cash
flow
analysis,
the
investment
of
operating
funds
and bond
proceeds,
the role
of
investment
advisors
and
broker/dealers,
and the
use of
benchmarks
to
manage a
portfolio.
For more
information
about
CDIAC
programs
visit
www.treasurer.ca.gov/cdiac
or call
CDIAC at
(916)
653-3269.
Register
for
seminars
on-line
at
CDIAC’s
website
using
Visa or
Master
Card. |
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December 10-11,
2008 - CMTA
Meeting |
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Host:
El
Monte,
Henry
Velasco
- Site:
El Monte
Historical
Museum -
626-444-3813
Donna |
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Calendar of
Events for 2009
-
click on month |
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February |
March |
April |
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May |
June |
July |
August |
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September |
October |
November |
December |
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January 28-29,
2009 - CMTA - Advanced
Investment
Workshop |
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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. |
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April 20-24, 2009
(CMTA) |
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CMTA
Annual Conference
Wyndham Palm Springs
$189.00 S/D
Hank Anderson
(760) 416-2916
handerson@wyndham.com |
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