This course provides an overview of amendments to SEC Rule 15c2-13 and will share changes and reasoning behind the new rules like the prohibition of a broker, dealer, or municipal securities dealer from purchasing or selling municipal securities; share changes and reasoning behind the new rules like prohibition of a broker, dealer, or municipal securities dealer from recommending the purchase or sale of a municipal security.

Understanding the changes to these rules is important for a school business official to appropriately monitor and manage debt issuances, and the relationships between advisors, issuers and borrowers.

Current market conditions offer challenges and opportunities for school districts to make the most of their bond issue dollars. This presentation will use a case study to demonstrate how to best strategize to fend off the challenges and take advantage of the opportunities available.

Understanding the current bond market is important for a school business official to properly advise a Board of Education and make decisions as to when the most opportune moment might be to issue debt.

This course will provide an understanding of uniform grant guidance procurement rules by discussing: determine when the procurement requirements are effective for your entity; differentiate the allowable methods of procurement; recognize the allowable methods of procurement, and the indicators of a contractor versus sub-recipient relationship.

Understanding uniform grant guidance procurement rules is important for a school business official to properly implement and manage.