Investing Fundamentals for Accountants - session 1

Training Type: 
Date and Time: 
Feb 12 2020 - 2:00pm to 4:00pm  EST
Field of Study: 
Accounting – Governmental
CPE Credits: 
Member Price: 
Non-Member Price: 
Assistant City Manager/CFO
City of Weston, FL
Who Will Benefit: 

Accounting and financial reporting professionals, and others looking to acquire a deeper understanding of the strategies for developing and maintaining a government investment portfolio.

Program Description: 

The first in a series of three webinars, this session will focus on the development and implementation of an investment program, including an investment policy and subsequent procedures.  Strategies for establishing an investment portfolio will be discussed as well.

Seminar Objectives: 
  • Identify GFOA's Best Practices for Investing;
  • Understand how to develop and implement an investment program;
  • Identify the components of an effective investment policy;
  • Understand the key elements of written investment procedures; and
  • Determine the appropriate strategy for building your investment portfolio.
Registration Form: