Event: Training
-- Investment Accounting Training --
 Start:  9:00 am- 14 Jun 2018 (Thu)
 Registration:  Spaces Available
Signup by 7 Jun (Thu)
Click Here to Signup

Cost:  $75.00
 Contact:  Terri Willoughby
Finance Director
San Bernardino Municipal Water Department
 End:  2:00 pm- 14 Jun 2018 (Thu)
 Duration:  5.0 Hours
 Where?:  Cucamonga Valley Water District
Rancho Cucamonga, CA 
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 Event Link:  http://events.csmfo.org/events/links/EPW7356

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    terri.willoughby@sbmwd.org

Site Contact:
Carrie Corder <CarrieC@cvwdwater.com>
Elisabeth Mendez ElisabethM@cvwdwater.com

Course Description: 

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.

Speaker Bios:

Debra Goodnight             
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                    

 Name:  Cucamonga Valley Water District
View Map:  View Map
 Contact:  Carrie Corder
 Address:  10440 Ashford Street
Rancho Cucamonga, CA 91730