Webinar -- Best Practices in Investment Reporting
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When: Wednesday, November 13, 2019
9:00 - 10:30 am
Where: Webinar
United States
Contact: Don Maruska

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"Best Practices in Investment Reporting"  - Webinar
Wednesday, November 13, 2019 | 9:00 - 10:30 am

Are your agency's investment reports satisfying the State requirements and serving your agency well? Learn about the requirements and benefit from real-life investment reports by practitioners who have developed clear, concise reports for their agencies.

Advance registration required for this no-charge webinar:

Webinar topics:
1. What are the State's requirements for Investment Reporting?
2. What are examples of best practices to serve your agency and its constituencies?
3. How can you use a checklist to help you complete your reports successfully?

* Angelica Hernandez, Manager, Policy Research, State Treasurer's Office
* Charles Turner, Chief Financial Officer/Treasurer, Eastern Municipal Water District
* Thomas Juarez, Chief Investment Officer, Los Angeles, CA

Audience: local government finance professionals interested in investment reporting

Get connected with these steps.

1. Register in advance for the webinar:
There is no charge for participating in the webinars, but each requires advance registration.
*** Advance registration required for this no-charge webinar:

Be sure to "white list" or "allow" emails from [email protected] to receive notices for this webinar.

2.  Connect with the webinar and audio:
Use your logon information from the email confirmation you receive via email from GoToWebinar. We recommend the telephone option dial-in number provided by GoToWebinar for sound quality. Depending upon your internet connection, VOIP option for audio (computer speakers) can have delays or sound quality issues.

3. Ask questions:
You may submit questions anonymously via email to [email protected] in advance or via the webinar during the panel discussion. As moderator for the session, Don Maruska will pose the questions.

4. Presenters' presentation materials: We post these with the agenda at "Agendas & Archives" tab of www.csmfo.org/training/webinars. The PPT will be available 24 hours before the webinar.

After a webinar occurs, a digital recording along with the PowerPoint materials and results of the polling questions will be available after 24 hours at the "Agendas & Archives" tab of www.csmfo.org/training/webinars.   

CPE Credits: If you are a member of CSMFO in California and wish to obtain CPE credit, you need to register and attend in your name, indicate that you wish to receive CPE credit in the registration process, and respond to at least 75% of the live polling questions. CSMFO staff will review the results and send CPE certificates via email to those who have qualified. CSMFO has waived the fee for members in California. If you are from a state other than California, you need to express your interest in CPE credits to your state association.

Post-Webinar Group Discussions
Many agencies are organizing groups to participate in the webinars (live or recorded) and discuss the topics among themselves after the webinars. Some are summarizing their discussions and distributing them to managers throughout their organizations. Use the CSMFO Coaching Program as an effective way to enhance professional development in your agency. Here are some discussion starters for this session:
a. Where do we need to make improvements in our investment reporting to satisfy the State requirements?
b. What ideas from the sample reports would we like to consider to enhance our reporting?
c. What are our priorities for action? 

MORE RESOURCES--See the "Coaching Corner" at www.csmfo.org/coaching for valuable resources to boost your career. These include a Financial Management Skills Inventory, Resource Matrix, Coaches Gallery of 24 volunteer CSMFO Coaches willing to help you on a one-to-one basis, and an archive of digital recordings and materials from past webinars at www.csmfo.org/training/webinars

Enjoy the resources to help you succeed in local government finance.