Public Funds Investment Training from a practical perspective. This training will cover all required material of the Public Funds Investment Act and will be focused on the relevant issues for the vast majority of districts that do not have the time and resources to have full time staff dedicated to managing the investment process. How SEC rule 15c-12 on continuing disclosure impacts your district. The three greatest forces that are impacting the economy and how these forces impact school districts. The investment advantages that small districts have over large districts. Three areas of risk that your district might not be aware of.
The Texas Public Funds Investment Act (PFIA) requires school district treasurers, CFOs, and investment officers to complete 10 hours of initial training within the first 12 months of taking office or assuming duties. For recertification, they must complete 8 hours of renewal training every two years