Target Audiences: School Districts
Participants will be able to learn the ins and outs of a successful investment program. Instructors and panelists will walk participants through the entire investment process, including: -Developing an investment
policy: Participants will learn both how to write investment policies from
scratch and update an existing policy, including all pieces of an investment
policy and where to report updates.
-Developing an investment
strategy: We will help walk the participants through many investment strategy
questions, including evaluating common economic indicators and evaluating the
cash flows of their District.
-Determining service
providers: We will educate participants on the differences and responsibilities
of service providers including bankers, brokers, investment advisors, and
custodians.
-Execution to the strategy:
We will help participants determine what structure is best for them and their
District, and how to best implement the strategy.
-Accounting: Participants
will learn common accounting practices and methodologies for investment
accounting.
-Reporting: Participants
will be shown examples of common reporting practices, both internal and
external facing reports.
