|
2008
Click on any active link for workshop details and the
online registration form.
We do not anticipate any additions. |
|
Date |
Location |
PFIA
Hours |
|
January 9-10 |
Odessa |
10 |
|
January 22-23 |
Arlington |
10 |
|
February 5-6 |
Mount Pleasant |
10 |
|
February 14-15 |
Waco |
10 |
|
February 21-22 |
Amarillo |
10 |
|
April 1-2 |
Arlington |
10 |
|
April 7 |
THECB -
Austin
«for State Agencies
& Inst. of Higher Ed
only« |
5 |
|
April 15-16 |
Austin |
10 |
|
May 12-13 |
El Paso |
10 |
|
May 29-30 |
Baytown |
10 |
|
June 2-3 |
Arlington
«
for New Investment
Officers
only
« |
10 |
|
June 10 |
Waco
«for
Institutions of Higher Ed and State Agencies
«in
conjunction with the TACCBO Annual Meeting« |
5 |
|
July 7-8 |
Arlington |
10 |
|
July 8 |
San
Angelo Note:
We will present a 2-day workshop at the same location on
November 5-6. |
5 |
|
July 9 |
Austin
« in
conjunction with the TARC Quarterly Meeting
« |
5 |
|
July 31-August 1 |
Abilene |
10 |
|
August 21-22 |
Arlington
|
10 |
|
August 25-26 |
San Antonio
|
10 |
|
October 28-29 |
Beaumont
(Rescheduled due to Hurricane Ike) |
10 |
|
October 23-24 |
Arlington |
10 |
|
November 5-6 |
San Angelo |
10 |
|
2009
Anticipated
locations are subject to change. Workshops are
posted as they are arranged.
Click on any active link for workshop details and the
online registration form.
If a workshop does not have an active link, details and registration
are not available at this time. |
|
Date |
Location |
PFIA
Hours |
|
January 20-21 |
Arlington |
10 |
|
to be announced |
Amarillo |
10 |
|
to be announced |
Waco |
10 |
|
to be announced |
THECB - Austin
«for State Agencies
& Inst. of Higher Ed.
only« |
5 |
|
March 30-31 |
Arlington |
10 |
|
to be announced |
Austin
«open
to anyone
«in
conjunction with the GFOAT Spring Conference« |
10 |
|
to be announced |
Houston area |
10 |
|
to be announced |
Mount Pleasant |
10 |
|
June 8-9 |
Arlington
«
for New Investment
Officers
(with three years or less experience) only
« |
10 |
|
to be announced |
to be announced
«for
Institutions of Higher Ed and State Agencies only
«in
conjunction with the TACCBO Annual Meeting« |
5 |
|
July 1-2 |
Arlington |
10 |
|
to be announced |
Lubbock |
10 |
|
to be announced |
McAllen |
10 |
|
August 17-18 |
Arlington |
10 |
|
to be announced |
San Antonio |
10 |
|
to be announced |
Wichita Falls |
10 |
|
October 22-23 |
Arlington |
10 |
|
to be announced |
San Angelo |
10 |
Refund/Transfer Policy
Refunds (less a $20 processing
fee) and transfers will be honored if written request is received at least 5
business days prior to the workshop. No refunds when
notified less than 5 business days before the course. Registration may be transferred one time to a
workshop within 6 months of original date.
The objective of this training is
education in
investment controls, security risks, strategy risks, market risks,
diversification of investment portfolio, and compliance with the Public
Funds Investment Act.
No prerequisite or advance preparation is required. Although we offer
New Investment Officer training at least once each year, any of our
workshops are appropriate for new officers. Click here for the
Investment Training Curriculum.
We are registered with the Texas State Board of
Public Accountancy as a CPE sponsor.This registration does not constitute an endorsement by the board as to the
quality of our CPE program.