|
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 |
|
January
26-27 |
Amarillo |
10 |
|
February 4 |
THECB -
Austin
«for
State Agencies & Inst. of Higher Ed. only« |
5 |
|
February
12-13 |
Waco |
10 |
|
February
17-18 |
Denton |
10 |
|
March 30-31 |
Arlington |
10 |
|
April 21-22 |
Austin |
10 |
|
April 27-28 |
Arlington |
10 |
|
May 13-14 |
Houston |
10 |
|
May 18-19 |
Mount Pleasant |
10 |
|
June 8-9 |
Arlington
« for New Investment
Officers only
« |
10 |
|
July 1-2 |
Arlington |
10 |
|
July 29-30 |
Lubbock |
10 |
|
August 13-14 |
McAllen |
10 |
|
August 17-18 |
Arlington |
10 |
|
August 21 |
THECB -
Austin
«for State
Agencies & Inst. of Higher Ed. only« |
5 |
|
August 24-25 |
San Antonio |
10 |
|
September 10-11 |
Wichita Falls |
10 |
|
September 22-23 |
Odessa |
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.
