General Information

What Is Included in the Registration Fee?
The fee includes access to online handouts; a light continental breakfast, lunch, and morning and afternoon breaks on Thursday; and a light continental breakfast and morning break on Friday (all other meals are on your own). You will also receive access to a sample investment policy for you to modify for your city’s particular needs, as well as a sample resolution to use in adopting your policy.

Who Will Present the Training at the Onsite Workshops?
Linda Patterson, CTP, President, Patterson & Associates, a Meeder Investment Company, Austin
Tad Cleaves, Legal Counsel, Texas Municipal League, Austin
Tito P. Villegas, Jr., CPA, CFA, Chief Financial Officer Designate & Chief Investment Officer, Texas Municipal League Intergovernmental Risk Pool Municipal, Austin

What Will I Learn?
• An Overview of the Public Funds Investment Act
• The Legislative Perspective and History of the Act
• Implementing an Investment Program
• Risks and How to Control Them
• Balancing the Basics of an Investment Policy
• Developing an Investment Strategy for Your City
• Economic Indicators
• Depository Contracts and Collateral
• Authorized Investments Including Pools
    
Are There Prerequisites?
No prerequisites are required to attend the TML PFIA Workshop.

Who Should Attend? 
To comply with state law regarding the investment of public funds, you should identify who from your city needs to attend a TML PFIA training program. Remember, the law requires the investment officer, chief financial officer (if the treasurer is not the chief financial officer), and treasurer to attend training. In some cities, the same person holds all three positions; in others, the positions are held by different individuals.

What Do I Need to Do After I Complete the Training?
After completing the TML PFIA training, you should adopt an investment policy for your city. As part of the training, you will receive a sample resolution to help you with this compliance. You will also receive a sample investment policy to modify for your city’s particular needs.

What Else Do I Need to Know?

Meeting Rooms
As you are aware, hotel meeting rooms tend to be cold. It is hard to adjust the temperature to accommodate everyone, so please bring a sweater or a jacket to ensure your comfort.

Dress Code
Please dress very comfortably; jeans are welcome.

Schedule of Events–You must sign in and out each day
Thursday, 7:30 a.m. Registration/Continental Breakfast
Education Sessions 8:30 a.m.-4:45 p.m. (Day one provides 6.75 Hours of instruction)

Friday, 7:30 a.m. Registration/Continental Breakfast
Education Sessions 8:00 a.m.-Noon (Day two provides 3.75 hours of instruction)
(If you are present for the full amount of training hours required, you will receive a Certificates of Completion at the end of the training.)

Continuing Education Credit
An application has been submitted to the State Board of Accountancy for continuing education units.  No prerequisites are required for any session.

Attendees will earn 12 CPE credit for completing the PFIA training, and elected officials (mayors and councilmembers) can earn up to ten Texas Municipal League Institute (TMLI) credits. For more information about the TMLI program, visit www.tml.org/tmli, or call 512-231-7400.

Confirmations/Badges
Workshop confirmations will be mailed in advance if an email address is provided.  Name badges will be provided onsite.

Cancellation and Substitution Policy
If you are registered and cannot attend, we encourage you to send a substitute.  If you cannot send a substitute, a $45 fee will be assessed if your cancellation is emailed to acct@tml.org by November 18 (December Training), and March 3, 2022 (March training).

Special Accommodations
If you are in need of assistance of any kind, including dietary restrictions (such as allergies or sensitivities to particular ingredients), mobility, or audio or visual aids, please contact TML at 512-231-7400 or ford@tml.org.

Questions
Please contact us at 512-231-7400, or pfi@tml.org if you have any questions.