Descriptions

Seminar Descriptions

Legislative Update for TDLR New Laws/Rules

Description:

Please visit here for registration form and lodging information.  CEs will be granted for attendance; final agenda will meet TDLR requirements for “law/rules update” needed by RPAs, RTAs, and RTCs.

Tentative Schedule:

Monday

  • 8:30-9  Registration
  • 9-12  Information Sessions
  • 12-1:15  Lunch (provided by TAAD)
  • 1:30-4:30 Information Sessions

Tuesday

  • 8-9  Breakfast (provided by TAAD)
  • 9-11:45 Information Sessions
  • 11:45 Adjourn

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted by August 2; a $100 cancellation fee will be deducted. No refunds for cancellations after August 2.

Dates: August 9-10, 2021 |

Location: San Antonio Marriott Rivercenter Hotel - 101 Bowie Street, San Antonio, TX, USA

**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.

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.

Registration fees must reflect current membership status. Requests for refunds must be in writing and submitted by November 1; a $75 cancellation fee will be deducted. No refunds for cancellations after November 1.

**Virtual Offering

Duration: Day 1: Class 8:30-12, 1:30-5; Day 2: Class 8:30-12

Dates: November 8-9, 2021 |

Location: Virtual

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

Fees: 2021 TAAD Member District: $200 | 2021 TAAD Associate/Affiliate Member: $250 | 2021 Nonmember: $300 |

Credits: 11.25 hours

Registration Deadline: November 3, 2021

**USPAP Update with Tracey Foster

Description:

Here’s a chance to knock out credit for your USPAP Update continuing education! To provide this training to as many registrants as possible, TAAD is periodically providing it online.

Registration fees must reflect current membership status. Requests for refunds must be in writing and postmarked at least 7 days prior to the session. A $75 cancellation fee will be deducted.

** Virtual offering

Duration: Class Hours: 1-4:30pm

Dates: August 27, 2021 | November 3, 2021 |

Location for August 27: Virtual

Location for November 3: Virtual

Instructor: Tracey Foster, Hugh Landrum & Associates

Fees: 2021 TAAD Member Districts: $75 | 2021 TAAD Affiliate/Associate Member: $160 | 2021 Nonmember: $225 |

Credits: 3.5 CEs