BASIC DEBT MANAGEMENT SEMINAR

August 4, 2010

8:00 AM to 3:30 PM

NIU Naperville 1120 East Diehl Road, Naperville, IL 60563-9347

 Register on-line to pay by check or credit card

Intended Audience: Whether you are new to local government debt financing or keeping pace with the rapid changes the economic climate produces this seminar will provide a solid foundation in local government debt issuance and management.  Audience includes, finance officers, Treasurers, assistant finance directors, deputy treasurers, assistant city/village managers, staff of financial advisory, audit, rating, and underwriting firms and other interested public finance staff

Descriptions:  A full day seminar covering the basics of local government debt management. The seminar will cover the types of borrowing, roles in the issuing process, the Official Statement, the rating agency process, the underwriting process, and case studies of debt policies and practices. Earn about 4.0 hours CPE.

Learning Objectives:

Participants will

• Learn to differentiate between the types of borrowing
• Review basic debt management principles, such as the players, documents, and tax exempt criteria
• Identify disclosure obligations for the Official Statement
• Understand the rating process and the underwriting process
• Become familiar with the basic legal “do’s and don’ts” of debt issuance
  

Delivery method: Group-Live

Program Level: basic

Prerequisites: no prerequisites required

Advanced Preparation: no advanced preparation required

Earn about 6.0 CPE

Agenda

8:00 - 8:45 Registration and continental breakfast

8:45 Review of the basics

10:00 Participants and their roles

11:00 Official Statements

12:00 Lunch

12:45 Rating Agency Process

1:45 Pricing and Sale of Bonds (for both competitive and negotiated sales)

2:45 Case Study: Example of a Bond Sale

3:30 Adjourn

detailed agenda

New lower pricing for multiple participants - make sure your entire team is up-to-date!

Registration fee includes continental breakfast, breaks, lunch and material. 

Registration and Cancellation Policy

Registrations are accepted on a first-in, first registered basis. The member fee applies to IGFOA public sector members, IGFOA associate members, or IGFOA public sector member substitutes. If you have questions about your membership, contact IGFOA at 815-752-8941. IGFOA reserves the right to apply the non-member fee to any individual that has not paid dues for the current year. Please mail payment by check in advance.

If you are unable to attend, please contact IGFOA at 815/752-8941 or info@igfoa.org as soon as possible. A $20 cancellation fee will be charged for cancellations up to July 29, 2010. Cancellations after July 29, 2010 and no-shows are responsible for the full tuition. Substitutions may be made with advanced notice. IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.

 Register on-line to pay by check or credit card