Descriptions

TAAD typically holds in-person seminars in the fall.  

For online options, please visit Zoom Sessions/Courses or On Demand Online Courses .

 

Seminar Descriptions

Public Funds Investment Training for Appraisal Districts

Description:

 The purpose of this workshop is to provide training mandated by Texas Government Code, Chapter 2256. This two-day seminar  meets the required 10 hours of PFIA training needed every two years by all individuals serving as financial officer, treasurer or investment officer of a local government, including an appraisal district. 

 CLASS INFORMATION

Topics discussed: Public Funds Investment Act Compliance,Texas Public Funds Collateral Act, developing a certificate of deposit program, investment policies, investment basics, factors that affect interest rates, using excel for investment controls, investment pools, internet resources for investment decisions, internal controls, the budgeting process, computer security awareness controls and business impact analysis.

  • Class Location: 

Dallas CAD
2949 N. Stemmons Freeway
Dallas, Texas 75247

  • Class Hours:
    • Day 1: Registration 8-8:30; class 8:30-12, 1:30-5
    • Day 2: Class 8:30-12
  • Cancellation/Refund Policy: Requests for refunds must be in writing and submitted by October 11, 2023; a $75 cancellation fee will be deducted.  No refunds for cancellations after October 11, 2023.

Registration fees must reflect current membership status.

Duration: Class Hours:  Day 1: Registration 8-8:30; class 8:30-12, 1:30-5 & Day 2: Class 8:30-12

Dates: October 18-19, 2023 |

Instructor: Patrick Shinkle, Center for Public Management, University of North Texas

Fees: 2023 TAAD Member District: $250 | 2023 TAAD Affiliate/Associate Member: $300 | 2023 Nonmember: $375 |

Credits: 11.25 CEs

Registration Deadline: October 11, 2023