Investment Accounting Training
9:00 am – 2:00 pm
Thursday, June 14, 2018
Location: Cucamonga Valley Water District
10440 Ashford Street
Rancho Cucamonga, CA 91730-2799
Registration Deadline: June 7, 2018
Cost: $ 75.00
Contact: Terri Willoughby
(909) 453-6010 email@example.com
Carrie Corder <CarrieC@cvwdwater.com>
Elisabeth Mendez ElisabethM@cvwdwater.com
CSMFO and CMTA are once again partnering together to provide an informative training session for our members on investment accounting. This class is offered once a year. For 2017, it will be held in Sacramento. Our speakers will provide valuable and in-depth investment accounting training while providing the latest updates on GASB as it pertains to investments. They will share detailed concepts, real world examples, and reserve time to answer your questions. Participants will receive 4 hours of C.P.E. and lunch is included in the $75 registration fee.
This class is an approved course as part of the Certified California Municipal Treasurer designation and California Treasury Certificate from CMTA.
Debra Goodnight, Managing Director, has overall responsibility for accounting and administration of PFM’s Asset Management Group, including portfolio accounting, pool accounting, and client billing. She has direct responsibility for the operations of all statewide pools managed by PFM, including financial statement preparation and regulatory reporting requirements. Debra has extensive experience in the operations of money market funds including the 2a-7 guidelines as defined by the Securities and Exchange Commission. She is a Certified Public Accountant in both Pennsylvania and Texas and has taught management courses at the collegiate level.
Jonathan Foster, Davis Farr LLP