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The California Debt and Investment Advisory Commission has planned a series of public finance educational opportunities for public officials aimed at improving transparency in the municipal markets.

Seminar - Tools and Strategies for Today’s Public Investment Portfolio Manager
March 12-13, 2014 | Hilton Concord, Concord, CA

This seminar provides public agency investment officers and other public officials with an introduction to the concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address the components of portfolio management, including establishing policy objectives, managing cash flow, understanding permitted investments, assessing and mitigating risk, and structuring portfolios.

Seminar - Municipal Market Disclosure: Current Topics and Practices
March 18-19, 2014 | Sheraton Fairplex Hotel & Conference Center, Pomona, CA

Both the Securities and Exchange Commission and the Government Accounting Office noted in their evaluation of the municipal market the need to improve market transparency through better disclosure. Efforts to do so, however, have stirred as much controversy as they have resulted in improved practices. This one and a half day program is devoted to a discussion of where we are and how much further we have to go. Day One of this seminar will focus on the current rules and proposed reform initiatives for primary and secondary disclosure practices by public agencies. Day Two will focus on recommended disclosure practices for direct loans and general obligation debt.

Seminar - Fundamentals of Land-Secured Financing
April 25, 2014 | San Diego, CA
Registration and Details Coming Soon

This one-day workshop is specifically designed for local government officials and their interested staff on Mello-Roos bonds and assessment district financing. Community Facilities District Financing (CFDs) remain a statewide financing tool. Speakers will highlight discussions of the basic structures, formation considerations, process and implementation of land-based financing techniques.

To register and for more information visit www.treasurer.ca.gov/cdiac/seminars.asp

The Southern California Association of Governments (SCAG) is seeking proposals for an exhibit highlighting student planning projects at its 50th Anniversary Regional Conference & General Assembly, May 7 - 8 at the JW Marriott Desert Springs in Palm Desert. As part of the agency’s regular event programming that will highlight outstanding planning projects in the region, SCAG will host its first student project exhibit of exceptional projects in the discipline of urban and regional planning. Selected students will have the opportunity to showcase their projects on Thursday, May 7th to an audience of more than 1,000 elected officials, planning practitioners and various public, private and non-profit stakeholders.

SCAG is requesting students to submit abstracts for student-led projects that demonstrate innovative solutions to sustainability-related planning issues on a local or regional scale. Eligible submittals include any applied projects or research papers and will be evaluated on the following criteria:

  • Sustainability: Promotes principles relevant to one or more sustainability principles (integrated planning, green region initiative and active transportation)
  • Innovation: Introduces new concept or challenges or improves upon current planning processes
  • Transferability: Strategies/concepts that can be applied to different locations or programs
  • Feasibility: Project has potential to be realistically implemented
  • Presentation: Excellence in writing, visual content and overall organization

Submissions will be accepted from students currently enrolled at any university or college within the SCAG region (Imperial, Los Angeles, Orange, Riverside, San Bernardino, and Ventura counties). All work must be completed by students, not faculty or university staff. Eligible projects must have been completed after January 1st, 2012.

Submissions are due by Monday, March 16, 2015, at 2 pm.

To download the poster session guidelines, please visit SCAG's Regional Conference & General Assembly website: www.scag.ca.gov/ga2015. If you have further questions, please contact India Brookover at (213) 236-1919, or email brookover@scag.ca.gov.

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