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Real World Case Studies - Investing & Portfolio Management 2026
Educational Training | Fiscal Officer
| One of the best forms of education is learning from the successes and struggles of others. This session will walk through several real-life examples, both good and bad, of issues faced by fiscal officers. These case studies will include determining cash vs. core investment portfolios, project funding, understanding the roles of service providers, and communication and self-advocacy related to banking. |
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*This course has been approved for one (1) hour of Fiscal Integrity Act (FIA) credit with the Auditor of State's office and one (1) hour of CPIM credit through the Treasurer of State's office. The information to report these credits is held within the recording.
Non-Member Price:
$30
Member Price:
$20
