November 10, 2026 | 1 – 3 p.m. ET

Details

The seminar will furnish participants with the basic information needed to prepare government-wide financial statements, and the necessary journal entries to convert and consolidate fund financial statements to government-wide financial statements.

Learning Objectives

Those who successfully complete this seminar should obtain a solid understanding of each of the following:

• Distinguish the measurement focus and basis of accounting used for government-wide financial statements.
• Identify the essential elements and format for the government-wide statement of net position, and the government-wide statement of activities.
• Perform the necessary conversion and consolidation journal entries to convert fund data to the government-wide financial statements, allocate direct costs, and disallocate indirect costs.

Click here to learn more and to register.

November 16, 17 & 18 2026 | 1 – 3 p.m. ET

Details

Virtually all state and local governments use capital assets, some of which are essentially unique to the public sector. Properly accounting for these different assets can pose a real ongoing challenge for accounting and auditing professionals. The training will furnish participants with the basic information needed to properly account for capital assets and report them in financial statements prepared in conformity with generally accepted accounting principles (GAAP).

*The content taught in this virtual course is the equivalent to the capital asset content taught in person in the Intermediate Governmental Accounting: Capital Assets and Long-term Liabilities class.

*Capital assets related to leases, SBITAs and PPP agreements are taught in a separate virtual course.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Identify the major capital asset classes and the specific types of capital assets properly included in each;
• Determine the value at which capital assets should be reported and the proper depreciation or amortization for each
  Identify and calculate impairments;
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP) for capital assets; and
• Identify the essential elements of system design for the management of capital assets, including specific policies related to capital assets.

Click here to learn more and to register.

November 5-6, 2026 | The Four Seasons Hotel in Nashville, TN

Click here to learn more and to register.

Bond Dealers of America

January 19, 2027 | 12:00pm – 3:30pm Eastern

Learn about upcoming GASB changes, fraud prevention, internal controls, regulatory compliance, and capital funding strategies to support sound financial decision-making and long-term planning.

Course Overview

Investigate the practical steps utility leaders and finance professionals can take to stay ahead of the evolving financial and regulatory landscape for public utilities. Delve into the upcoming changes to governmental accounting standards, including walking through practical examples of how these changes could affect financial reporting and decision making. Then explore common attributes of fraud and how organizations are preventing and addressing it, including why strong internal controls and proper segregation of duties remain essential. Discuss single audit and regulatory considerations and how control weaknesses can create broader compliance risks. Conclude with a forward looking discussion on funding capital projects, including the role of financial forecasts, key budget to actual controls, and how capital decisions affect rates and your long term financial planning.

Topics include:

• GASB changes on the horizon and what they mean for your financial reports
• Fraud prevention and internal controls for resource-constrained organizations
• What utility finance pros should know about regulatory changes and compliance
• Financial planning and sustainable options for funding capital projects

Click here to learn more and to register.

American Public Power Association

GFOA’s Annual Governmental GAAP Update is the must-attend online event for public sector accountants and auditors.

Stay ahead of the latest governmental accounting developments with practical guidance on implementing new GASB standards and navigating emerging reporting challenges.

Whether you are preparing for year-end reporting, updating your ACFR, or planning for upcoming standards, this session delivers timely insights and actionable takeaways you can apply immediately. Don’t miss two opportunities to participate in 2026.

November 5 |  1:00 PM – 5:00 PM (Eastern) | 4 CPE Credits

December 11 (encore) |  1:00 PM – 5:00 PM (Eastern) | 4 CPE Credits

As in past year, this year’s broadcast will use GFOA’s online Learning Management System (LMS). Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services Center staff. Earn four CPE credits with your participation.

Register by November 13 to receive early pricing for the December 11 encore.

Click here to learn more and to register.

Government Finance Officers of America

NASACT will host a virtual Government Internal Audit Summit November 4-5, 2026. Internal auditors in state comptroller, state auditor, and other government offices are essential to ensuring internal controls are in place and that state and local governments are operating in an efficient manner.

Draft Agenda

Register

Registration Fees:

Members: $225
Other government/agencies: $275
Non-government: $350

Register for the NFMA’s 2026 Advanced Seminar on Healthcare, taking place October 29–30 at the Loews Vanderbilt Hotel in Nashville, Tennessee.

Registration closes on October 15. The seminar registration includes two continental breakfasts, a luncheon featuring keynote speaker Spencer Perlman of Veda Partners, and a networking cocktail reception. The room block closes on October 7.

To see the program, click here.

To register, click here.

National Federation of Municipal Analysts

Live Virtual Learning | December 1-3, 2026 | 1 – 3 p.m. ET

Details

This virtual course is designed to provide participants with a solid working knowledge of the specialized accounting and financial reporting used by state and local governments for long-term liabilities with the main focus on debt instruments. The discussion of liabilities includes compensated absences and claims payable. The virtual course includes a discussion on ‘what government issuers need to know’ ahead of issuing general obligation debt.

*The content taught in this virtual class is the equivalent to the long-term liabilities content taught in person in the Intermediate Governmental Accounting class.

*Liabilities related to leases, SBITAs and PPP agreements are taught in a separate virtual course.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Identify the common types of debt instruments issued by governments.
• Understand what government issuers of general obligation debt need to know about the debt market
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP) for long-term debt
• Identify the essential elements of presenting and reporting long-term liabilities other than debt instruments, such as asset retirement obligations, claims payable, compensated absences.

Click here to learn more and to register.

Tue, Oct 6, 2026, 3 – 3:30 PM

Join MSRB Chief Market Structure Officer John Bagley as he breaks down the activity in the municipal securities market during the third quarter of 2026, the significant rise in benchmark tax-exempt yields and the likely impact of record-breaking trading volumes within the municipal securities market.

Recent and upcoming MSRB research papers will also be covered.

Click here to register.

October 6 & 7, 2026  |  1 – 4 p.m. ET

Details

Capital assets are the largest investments for most governments: from planning, to financing, to construction, to operations, maintenance, and replacement. Asset Management is the strategic process that begins once capital assets are put into service. What does the governmental entity own, where is it located, what is the condition, what is the replacement cost, and where are the resources to maintain, refurbish, or replace? Asset Management involves the plans for the resources and processes to catalog and maintain capital infrastructure in the condition necessary to preserve and enhance your community’s vitality and quality of life and optimal stewardship of the finite resources of the jurisdiction.

This course will walk you through examples using best practices in Asset Management planning which includes, but is not limited to; long-term financial planning (LTFP), capital improvement planning (CIP), budgeting for maintenance, and asset maintenance planning as a foundation to discuss successful methods and many of the common challenges associated with longitudinal investments in existing assets.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Learn the importance of preparing a long-range capital improvement plan (CIP)
• Identify the key characteristics of an effective Asset Management
• Explore the utilization of a long-term financial plan (LTFP) as an essential tool to inform Asset Management and capital improvement plan (CIP) development
• Learn what information you need to initiate an effective Asset Management process
• Leverage existing work from across departments in the development and ongoing work of Asset Management
• Identify common obstacles to developing an Asset Management plan
• Strategize ways to prioritize Asset Management in the long-range capital improvement plan (CIP)
• Develop strategies for incorporating meaningful internal stakeholder feedback in the Asset Management and capital improvement plan (CIP) development process
• Develop linkages between the capital improvement plan (CIP) and the operating budget to effectively implement Asset
• Management and maintain existing infrastructure
• Gain a better understanding of the role and responsibility of the finance officer in Asset Management
• Differentiate capital planning priorities and strategies between new projects and existing infrastructure Asset Management

Click here to learn more and to register.

• Member Price: $275.00
• Non-Member Price: $550.00

Details

GFOA’s Annual Governmental GAAP Update is taking place on November 5, 2026 with an encore on December 11, 2026.

Register by October 1 to save with the early registration discount.

Claim Discount.

Join us, virtually, September 28–October 2 and start planning your climb through nine expert-led sessions designed to help you rise above today’s public finance challenges. Grounded in GFOA’s 200+ best practices, each session delivers practical strategies, real-world case studies, and actionable insights you can apply in your organization. Plus, close out the week with a dedicated leadership session designed to help you lead with confidence and grow your impact.

Learn More.

On Thursday, October 8, 2026, the Federal Reserve Bank of New York will host an in-person event on private and public investments in multifamily affordable housing. Discussion will center on private capital’s role in financing multifamily affordable housing and public agencies’ innovative financing approaches to building affordable housing. This event will be of interest to affordable housing developers, banks, advocates, and institutional investors in the private, nonprofit, and public sectors.

Click here to learn more and to register.

September 22, 23 & 24, 2026 | 1 – 4 p.m. ET

Details

This course offers attendees a comprehensive agenda of the concepts and techniques needed to effectively manage their investment portfolios. It highlights the importance for governmental entities to have a robust investment policy and corresponding procedures, and brings attention to GFOA’s best practices related to investing.

Through interactive activities and presentations, attendees will gain a better understanding of the various elements of an investment program, whether the portfolio is managed internally or externally. Topics covered include: cash flow forecasting, hiring and managing external professionals, types of investments commonly used in the public sector, investment strategies for liquidity and core investment funds, managing risks, benchmarking, and reporting.

Click here to learn more and to register.

The Introduction to Municipal Bond Credit Analysis is in its 40th year, having provided training for new analysts, support and sales staff since 1987.

This year’s program will be held in the offices of Mesirow in Chicago on October 1 and 2.

Click here to view the program.

Click here to register.

National Federation of Municipal Analysts

Monday, July 27, 2026 | 2 p.m. – 3 p.m. ET

Hosted by the Local Government Legal Center (LGLC), join legal experts in a discussion of the Supreme Court’s important decisions of the term impacting local governments. The Supreme Court heard several monumental cases this term, including cases related to:

• Local government tax foreclosure and the amount of equity that is due back to a homeowner after a tax sale;
• Election law and redistricting issues;
• Law enforcement issues including qualified immunity and geofence warrants;
• Birthright citizenship; and
• The Second Amendment

The LGLC is a coalition of national local government organizations formed in 2023 by the National Association of Counties (NACo), National League of Cities (NLC) and International Municipal Lawyers Association (IMLA) to provide education to local governments regarding the Supreme Court and its impact on local governments and local officials and to advocate for local government positions at the Supreme Court in appropriate cases. Visit the Local Government Legal Center to learn more.

This content is provided for informational and educational purposes only. Please note that members of the Local Government Legal Center will not provide Continuing Legal Education (CLE) credits for participation in or completion of this material.

This event will take place on Zoom Webinar. Please email nacomeetings@naco.org with any registration or login questions.

REGISTER

July 16, 2026, 2:00 pm – 3:00 pm

The municipal bond market is on pace for a third consecutive record year. On Thursday, July 16, at 2 PM ET, join NLC and NLC Enterprise Partner Build America Mutual (BAM) for an exclusive Summer of Savings and Solutions event.

This webinar will break down the drivers of that performance and share insights about what city leaders need to know before their community sells bonds.

Note: Registration link will take you to a non-NLC web page. 

Register Now

July 14, 15, 16 & 17, 2026 | 1 – 3 p.m. ET

Details

The seminar is designed to equip participants with a solid working knowledge of accounting and financial reporting for pensions, other postemployment benefits (OPEB), and termination benefits. It also offers practical guidance on how to prepare an annual comprehensive financial report for a public employee retirement system (PERS).

Learning Objectives

Those who successfully complete the seminar should be able to:

• Distinguish pension benefits from OPEB
• Distinguish postemployment benefits from termination benefits
• Identify each of the different types of pension and OPEB arrangements
• Understand the appropriate accounting and financial reporting for employers in each type of arrangement
• Describe the basic elements of an actuarial valuation
• Identify the five major sections of a PERS annual comprehensive financial report and the contents of each
• Determine the appropriate measure of cost for termination benefits.

Click here to learn more and to register.

August 10, 2026 | 1 – 3 p.m. ET

Details

Due to strong interest, we’re offering our GASB 103 content right after the June 30, 2026 fiscal year end. Content will mirror the webinars from February 23 & March 2, and June 11 of this year.

Governments with fiscal year ends of June 30, 2026, and after will be implementing GASB Statement No. 103, Financial Reporting Model Improvements (GASB 103). We will cover the key changes in government financial statements required for implementation. Most governments will be impacted by the new guidance for the Management’s Discussion and Analysis, mandatory budgetary comparisons and proprietary fund statement of revenues, expenses and changes in fund net position.

The webinar will cover a discussion of the requirements and implementation considerations for the following changes:

• Reporting of proprietary funds
• Classification of subsidies
• Presentation of proprietary fund’s statement of revenues, expenses and changes in fund net position
• Required content in the Management’s Discussion and Analysis (MD&A)
• Classification of unusual or infrequent items
• Presentation of major discretely presented component units
• Reporting of mandatory budgetary comparisons

Learning Objectives

Those who successfully complete this webinar should be able to:

• Structure a proprietary fund statement of revenues, expenses and changes in fund net position with the new presentation requirements
• Understand the definition of a subsidy
• Identify why certain transactions are reported as operating or nonoperating revenues and expenses in proprietary fund financial statements.
• Understand the new content requirements for the MD&A
• Recognize transactions that may meet the classification of unusual or infrequent item and understand the associated presentation and disclosure requirements
• Prepare financial statements to properly present major discretely presented component units
• Understand the new required content for mandatory budgetary comparison schedules and the related notes to required supplementary information.

Member Price: $105.00
Non-Member Price: $210.00

Click here to learn more and to register.

July 23, 2026 | 1 – 3 p.m. ET

Details

Governments that issue debt must comply with numerous federal laws at the time of issuance and over the lifetime of the bonds. That includes various provisions in tax law.

This course will provide an overview of tax laws related to municipal bonds, and the responsibilities of issuers in this process. These include understanding the issue price of the bonds, calculating arbitrage and arbitrage rebate rules, yield restrictions of bond proceeds investments, private use limits, record retention guidelines, and the IRS’s Tax Exempt Bond audit program.

The course will also provide tools on how issuers can best comply with these rules, and the types of conversations they should have with bond counsel about these matters.

Click here to learn more and to register.

Friday, June 12 | 12:00 PM – 1:30 PM ET

About the Event

Tax-exempt private activity bonds (PABs) are a key financing tool used to support affordable housing development and other qualifying projects. Yet for many professionals in housing and mortgage finance, the structure, rules, and participants involved in these transactions can feel complex.

This webinar provides a practical overview of how tax-exempt private activity bonds function within the municipal finance and affordable housing ecosystem. Participants will explore the fundamentals of bond issuance, including the approval process, volume cap allocations, and the roles of key transaction participants. The session will also examine how tax-exempt bonds interact with financing tools such as the 4% Low-Income Housing Tax Credit (LIHTC), along with important regulatory considerations and program requirements.

By the end of the session, attendees will have a clearer understanding of how tax-exempt bond financing supports affordable housing and how these transactions are structured from authorization through closing.

Objectives:

• Explain the purpose and structure of tax-exempt private activity bonds
• Describe the key steps involved in issuing tax-exempt bonds, from authorization through closing
• Identify the major participants in a bond transaction and their roles
• Discuss how tax-exempt bonds interact with 4% Low-Income Housing Tax Credits (LIHTC)
• Recognize key program rules and requirements that affect tax-exempt bond financing

Target Audience:

• Capital Markets and Secondary Marketing Professionals
• Commercial/Multifamily Mortgage Originators
• Commercial/Multifamily Underwriters
• Any professional supporting affordable housing transactions

Speaker(s):

Lauren Lyon, Esq., Partner, Tiber Hudson LLC

Click here to register.

Mortgage Bankers Association

A recent Reason Foundation webinar examined how state and local governments can best manage long-term obligations.

State and local governments carry roughly $5 trillion in long-term liabilities, mostly in the form of unfunded pension obligations, bonded debt, and unfunded retiree health benefits. These commitments are shaping budgets, credit ratings, spending decisions, and tax policy.

The past several years have been unusually volatile for state and local governments. In the years immediately following the COVID-19 pandemic, state and local governments experienced strong revenues and large inflows of federal aid. But the tides changed as interest rates rose, federal funding to states became increasingly politicized, and inflation pressured public sector salaries and pension costs.

The panelists are Andy Matthews, Nevada state controller, Farhad Omeyr, director of research and data at the National League of Cities, and Don Boyd, co-director of the Project on State and Local Government Finance at the University at Albany, SUNY.

Continue reading.

Reason Foundation

Mariana Trujillo
Managing Director

June 1, 2026

Thursday, June 11, 2026 | 6:30 AM – 7:30 AM PDT

Summary

Join S&P Global Ratings’ Sustainable Finance team for a live, interactive webinar on Thursday, June 11, 2026. Can a data center ever be green? Find out the answer to this and other sustainability-related questions at our upcoming webinar. Our Sustainable Finance analysts will dive into how they assess eligibility for green and sustainability financing for data centers and related assets using our Shades of Green assessment framework.

Key discussion topics include:

• What does the rapid data center expansion mean for a low carbon climate resilient future?
• Is there such a thing as a green data center? And if so, what are the key characteristics?
• How do we view nuclear-powered data centers?
• How do we factor in regional water scarcity concerns?
• Data centers are financed via various debt instruments (e.g., using ABS, CMBS, Corporate Bond, project finance). How does that feature in our assessment?
• Learn from concrete examples of data center SPOs we’ve completed to-date.

Click here to learn more and to register.

5/27/2026 1:00 – 2:20 PM EDT

Click here to learn more and to register.

National Association of State Auditors, Comptrollers and Treasurers

Contact:
Tanya Grayson
Email: tgrayson@nasact.org
Phone: (859) 276-1147

6/25/2026 2:00 – 3:55 PM EDT

Click here to learn more and to register.

National Association of State Auditors, Comptrollers and Treasurers 

Contact:
Tanya Grayson
Email: tgrayson@nasact.org
Phone: (859) 276-1147

May 19 & 21, 2026 – 12:00pm – 3:00pm Eastern

This two-part virtual course will provide a high-level, non-technical introduction to how the electric power system works, the key components an equipment used, and industry trends reshaping today’s grid and tomorrow’s utilities.

Click here to learn more and to register.

American Public Power Association 

May 6, 2026 11:00 AM PT

Discussion topics for local governments:

Topic 1: Management and disposal of low-level PFAS soils

Topic 2: Development/redevelopment and soil management

Topic 3: Examples of construction or redevelopment issues and any solutions

Click here to learn more and to register.

May 19 & 20, 2026 | 1 – 3 p.m. ET

Details
This virtual course explores the accounting and financial reporting guidance for government leases, subscription-based information technology arrangements (SBITAs) and public-private and public-public partnerships (PPPs).

Governments enter into a variety of financial arrangements in order to manage their cash flows and operating needs. While leases, subscriptions and partnerships are not new concepts to governments, the generally accepted accounting principles (GAAP) requirements for these contracts has evolved in the past 10 years. Financings of a right-to-use asset results in the government reporting an intangible asset and a long-term liability.

The training will provide participants with the basic information needed to properly account for leases, SBITAs and PPP and report them in financial statements prepared in conformity with GAAP.

Those who successfully complete this seminar should be able to:

• Identify contracts that are required to be reported as leases, SBITAs an PPPs
• Determine the value reported by a lessee government for the lease liability and lease asset
• Determine the value reported by a lessor government for the lease receivable and deferred inflow of resources
• Determine the value reported by a government for the SBITA liability and SBITA asset
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP)
• Understand the types of public-private and public-public partnerships and availability payment arrangements and the required financial reporting.

Click here to learn more and to register.

May 27, 28 & 29, 2026 | 1 – 3 p.m. ET

Details
When we talk about developing a budget that supports a thriving community, we often spend most of our time and energy thinking about the expenditure side of the equation: what are the local government’s priorities and goals and how much is it going to spend to achieve those goals? The revenue side of the equation is just as important to building a strong financial foundation that supports a thriving community, though. In this course, learn how to evaluate your local government’s revenue portfolio using the five pillars of the Financial Foundations Framework.

Please note that this course is not focused on the technical aspects of forecasting revenue.

Those who successfully complete this seminar should be able to:

• Identify the five pillars of the Financial Foundations Framework
• Understand how developing and implementing fair revenue policies contributes to a thriving community and better trust in government
• Learn how to build a more resilient and more diverse revenue portfolio
• Learn the essential components of effective revenue policies
• Learn how to evaluate your revenue sources
• Learn innovative approaches to enhancing existing sources of revenue and developing new sources of revenue

Click here to learn more and to register.

May 5, 2026 | 11:00 AM – 5:00 PM Eastern

Interest in Public-Private Partnership (P3) financing is growing, especially with an increased federal investment in infrastructure. Several state and local agencies have used P3 to finance real estate developments, schools, parking garages, public transit, affordable housing, water facilities, and more. The Intro Public-Private Partnership (P3) Finance Course examines this development finance model with a focus on how development finance agencies can adopt P3 principles to address a variety of projects.

This course will cover basic P3 concepts, key characteristics and drivers, key players involved in transactions, asset valuation, contract negotiation, risk assessment, revenue stream development, and feasibility analysis. In addition, P3 projects from across the country will be highlighted, and P3 experts will analyze the successful elements in each deal.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Join us online and start down the road to personal and professional advancement today.

Course Objectives

• Learn the fundamental concepts of P3 transactions and the partners involved
• Examine the common characteristics of P3 projects
• Gain a greater understanding of the legislative and regulatory environment for P3s
• Learn about the various debt and equity structures in P3 deals
• Develop contract negotiation and risk management skills
• Review best practices and case studies that can be implemented in your community
• Hear about unique P3 models and creative uses of this tool

Topics Covered

• Basics of public-private partnerships
• Key players involved in a P3 deal
• Market, feasibility, and financial analyses
• Asset monetization and availability payments
• Asset valuation and revenue stream development
• Contract negotiation and typical terms of a P3 agreement
• Bankability, construction, and performance risks

Who Should Attend?

• Bond Issuers
• Economic Development Professionals
• Community Development Professionals
• P3 Practitioners
• Broker/Dealers and Underwriters
• Elected Officials
• Government and Nonprofit Finance Officers
• Attorneys
• Accountants
• Financial Advisors

Click here to learn more and to register.

Join us virtually, September 28–October 2, for a week of essential best practices covering all disciplines of public finance.

Nine Sessions | A Maximum of 18 CPE Credits

Rise above today’s public finance challenges and take your expertise to new heights at GFOA’s Best Practices Forum. Over five days, expert presenters will deliver practical strategies, real-world case studies, and the latest trends to help you strengthen your organizations financial management and drive results.

Virtual sessions will feature presentations on key elements of GFOA’s best practice statements, case studies showing how the best practice was implemented, and an interactive exercises that provide an opportunity to conduct self-assessments of your own practices and benchmark your results against peers.

Click here to learn more and to register.

July 26-29 | Philadelphia, Pennsylvania

Agenda

Sessions will include:

• National Economic Outlook
• Medicaid: Fiscal Strategies for Emerging Requirements
• Federal Budget Update
• Pensions & State Budget Strategy
• Bridging the Gap Between Evidence, Data & Practice
• State Credit Outlook

Click here to learn more and to register.

May 12, 2026 | 1 – 3 p.m. ET

Details

The seminar will furnish participants with the basic information needed to prepare government-wide financial statements, and the necessary journal entries to convert and consolidate fund financial statements to government-wide financial statements.

Learning Objectives

Those who successfully complete this seminar should obtain a solid understanding of each of the following:

• Distinguish the measurement focus and basis of accounting used for government-wide financial statements.
• Identify the essential elements and format for the government-wide statement of net position, and the government-wide statement of activities.
• Perform the necessary conversion and consolidation journal entries to convert fund data to the government-wide financial statements, allocate direct costs, and disallocate indirect costs.

Click here to learn more and to register.

May 19 & 20, 2026 | 1 – 3 p.m. ET

Details

This virtual course explores the accounting and financial reporting guidance for government leases, subscription-based information technology arrangements (SBITAs) and public-private and public-public partnerships (PPPs).

Governments enter into a variety of financial arrangements in order to manage their cash flows and operating needs. While leases, subscriptions and partnerships are not new concepts to governments, the generally accepted accounting principles (GAAP) requirements for these contracts has evolved in the past 10 years. Financings of a right-to-use asset results in the government reporting an intangible asset and a long-term liability.

The training will provide participants with the basic information needed to properly account for leases, SBITAs and PPP and report them in financial statements prepared in conformity with GAAP.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Identify contracts that are required to be reported as leases, SBITAs an PPPs
• Determine the value reported by a lessee government for the lease liability and lease asset
• Determine the value reported by a lessor government for the lease receivable and deferred inflow of resources
• Determine the value reported by a government for the SBITA liability and SBITA asset
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP)
• Understand the types of public-private and public-public partnerships and availability payment arrangements and the required financial reporting.

Click here to learn more and to register.

Thursday, May 7 | 3:30 pm – 5:00 pm

Rayburn House Office Building Gold Room (Room 2168)
45 Independence Ave SW, Washington, DC 20515

A live webcast will be streamed at www.eesi.org/livecast.

The Environmental and Energy Study Institute (EESI) and American Rivers invite you to a briefing about America’s most pressing water infrastructure challenges, and solutions to close the gap between investment needs and reliable water services. Today, U.S. waterways—and our drinking water—are vulnerable to aging infrastructure, stormwater and sewage overflows, and extreme weather. In January 2026, Washington, D.C., saw the consequences of such aging infrastructure when a sewer line collapsed, discharging 200 million gallons of raw sewage into the Potomac River—one of the largest spills in U.S. history.

This briefing will convene practitioners and policy experts to present innovative policy and financing solutions—from smart monitoring systems to credit trading—to improve water infrastructure across the country. Panelists will also highlight key existing programs, like the U.S. Environmental Protection Agency’s Clean Water State Revolving Fund, which help states catalyze water innovation and address water affordability.

Click here to learn more and to register.

May 14, 2026 | The Union League Club in New York, NY

The Technology and the U.S. Bond Markets Conference returns in 2026 to examine how innovation is transforming fixed income markets. Bringing together leaders from the buy side, sell side, technology firms, and market infrastructure providers, the program will explore the tools and strategies reshaping trading, data, and market structure.

This year’s agenda will highlight the growing impact of artificial intelligence, automation, tokenization, and cloud-based infrastructure across the bond market ecosystem. Through a mix of fireside chats, panel discussions, and technology demonstrations, attendees will gain practical insights into AI-driven trading and liquidity provision, digital market infrastructure, post-trade modernization, and the evolving regulatory landscape.

The conference offers a unique forum for industry leaders to share perspectives, exchange ideas, and discuss how firms can position themselves for the next wave of technological change in the U.S. bond markets.

Featured Topics Include

• The Future of Fixed Income Tech: Intelligent Markets, Intelligent Firms
• AI in Trading, Pricing & Liquidity Provision
• Tokenization, Blockchain & Digital Market Infrastructure
• Cloud, Data, and Workflow Automation
• Post-Trade, Ops, and Risk Modernization
• ROI Benchmarks Across Sell Side & Buy Side
• Innovation in Municipals, ESG & Retail Distribution

Click here to learn more and to register.

6/25/2026 | 2:00-3:55 PM EDT

NASACT is pleased to announce the latest in its series of training events addressing timely issues in government accounting, auditing, and financial management.

As the fiscal year-end for many governments quickly approaches and a new year begins, it is an opportune time for financial statement preparers and auditors to get a refresher on standards that will be effective for June 30, 2026, financial statements, as well as future periods. This webinar will provide must-know guidance on these standards.

Effective for fiscal year June 30, 2026, are:

• Statement 103 – Financial Reporting Model Improvements
• Statement 104 – Disclosure of Certain Capital Assets

The webinar will also cover key standards and projects on GASB’s technical agenda.

Click here to learn more and to register.

Contact:
Tanya Grayson
Email: tgrayson@nasact.org
Phone: (859) 276-1147

April 29, 2026
1 – 3 p.m. ET

April 30, 2026
1 – 3 p.m. ET

May 1, 2026
1 – 3 p.m. ET

Prerequisite: A basic understanding of GAAP for state and local governments.

Details

This virtual course is designed to provide participants with a solid working knowledge of the specialized accounting and financial reporting used by state and local governments for long-term liabilities with the main focus on debt instruments. The discussion of liabilities includes compensated absences and claims payable. The virtual course includes a discussion on ‘what government issuers need to know’ ahead of issuing general obligation debt.

*The content taught in this virtual class is the equivalent to the long-term liabilities content taught in person in the Intermediate Governmental Accounting class.

*Liabilities related to leases, SBITAs and PPP agreements are taught in a separate virtual course.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Identify the common types of debt instruments issued by governments;
• Understand what government issuers of general obligation debt need to know about the debt market;
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP) for long-term debt; and
• Identify the essential elements of presenting and reporting long-term liabilities other than debt instruments, such as asset retirement obligations, claims payable, compensated absences.

Member Price: $275.00
Non-Member Price: $550.00

REGISTER

June 10 – 11 | Tempe, Arizona

This seminar is geared toward state budget analysts with two years or less experience. Informative sessions cover communication techniques, budgeting from the perspective of an analyst, as well as an in-depth analysis of budget requests utilizing case studies.

Registration
NASBO Members (all employees in Governor’s budget offices) – $495

At this time, registration is reserved for NASBO members only. If seats remain available closer to the meeting date, employees from other government entities may be able to register.

Registration will close on May 15.

Click here to learn more and to register.

Staff Contact
Meagan Rhodes
202-624-5384
mrhodes@nasbo.org

June 11 – 12 | Tempe, Arizona

This new professional development seminar is designed to deepen analytical skills of state budget analysts with more than two years of experience. Sessions will focus on strengthening critical thinking, cultivating curiosity as an analytical skill, and communicating with confidence and clarity. Through interactive case studies, participants will learn how to use these skills in their profession.

Registration
NASBO Members (all employees in Governor’s budget offices) – Complimentary, no registration fee in 2026

Registration is reserved for NASBO members only.

Registration will close on May 15.

Click here to learn more and to register.

Staff Contact
Meagan Rhodes
202-624-5384
mrhodes@nasbo.org

Thursday, March 26, 2026 | 12:00 PM – 1:00 PM MDT

The U.S. Public Finance (USPF) team is pleased to welcome back the first Credit Spotlight session of 2026!

As part of our efforts to deliver timely insights on the rapidly evolving municipal market, the USPF Credit Spotlight webinar series provides updates on credit conditions across sectors and highlights our latest research and perspectives.

Please join S&P Global Ratings’ leading analysts for a live interactive webinar on credit implications stemming from the failure of seven western states to renegotiate the operating framework for the Colorado River Basin.

Key Discussion Points Include:

• With deadlines approaching, what’s next for alternatives to manage water allocations from the Colorado River
• How 2026’s low snowpack will pressure power generation and storage at Lakes Mead and Powell
• Credit impact of utilities’ strategies to manage reduced water allocations
• Different water supply decisions faced by California, Utah, Colorado, Arizona and New Mexico

Click here to learn more and to register.

April 13, 2026 | 1 – 3 p.m. ET

Details

Governments with fiscal year ends of June 30, 2026, and after will be implementing GASB Statement No. 103, Financial Reporting Model Improvements (GASB 103). In this webinar series, we will briefly cover the key changes in government financial statements under GASB 103. Most governments will be impacted by the new guidance for the Management’s Discussion and Analysis, mandatory budgetary comparisons and proprietary fund statement of revenues, expenses and changes in fund net position.

This webinar will spotlight stories from early implementers and other governments who are currently working through the GASB 103 reporting changes. This webinar will leverage questions submitted by participants during the February and March GASB 103 webinars and speakers will discuss those topics.

Learning Objectives

Those who successfully complete this webinar should be able to:

• Identify trending issues with the implementation of GASB 103
• Leverage stories from others for the preparation of implementation
• Prioritize which of the changes required in GASB 103 will be most impactful to their financial statements

Click here to learn more and to register.

BLX and Orrick will be hosting our PIC Workshop on November 19-20, 2026. This hybrid event will be held at Andaz Scottsdale and virtually.

More information coming soon. Check back for updates and registration information.

Make training a regular part of your organization’s post-issuance compliance program and join us for this educational event.

For questions and information on the Workshop or on the services provided by BLX, please contact:

Alan Bond
abond@blxgroup.com
212.506.5275

March 16, 2026 | 1-2 p.m. ET

Details

Join other Utility Finance Forum members for our online networking event! Participants will have the opportunity to discuss multiple topics with other forum members in breakout rooms. Bring your questions and be ready to share your feedback with others!

This online networking event will be a follow-up to our February webinar discussing GASB 103, Financial Reporting Model Improvements.

Roundtable Question 1 – GASB 103 Focus

As public‑sector finance professionals, what challenges are you experiencing with implementing GASB 103—particularly in classifying operating versus nonoperating activities and identifying or reporting subsidies?

Roundtable Question 2 – Broader Accounting and Financial Reporting Challenges

What do you see as the most significant accounting and financial reporting challenges currently facing public‑sector utilities?

Click here to register.

Don’t miss the NFMA 2026 Annual Conference, May 12–15 at the InterContinental Buckhead Atlanta.

The program will offer substantive, practitioner-driven panels and dedicated time for networking with peers nationwide. Speaker information and a potential site visit will be announced soon. We hope you’ll join us.

Click here to see the program.

Click here to register today.

February 23 & March 2, 2026 | 1-3 pm ET

Details

Governments with fiscal year ends of June 30, 2026, and after will be implementing GASB Statement No. 103, Financial Reporting Model Improvements (GASB 103). In this two-part webinar series, we will cover the key changes in government financial statements under GASB 103. Most governments will be impacted by the new guidance for the Management’s Discussion and Analysis, mandatory budgetary comparisons and proprietary fund statement of revenues, expenses and changes in fund net position.

In our first session in this course, we will discuss the requirements of GASB 103, Financial Reporting Model Improvements, other than the proprietary fund financials.

The webinar will cover a discussion of the requirements and implementation steps for the following changes:

• Required content in the Management’s Discussion and Analysis (MD&A)
• Classification of unusual or infrequent items
• Presentation of major discretely presented component units
• Reporting of mandatory budgetary comparisons

In the second session of this course, we will discuss the requirements of GASB 103 related to proprietary fund and stand-alone business-type entity (such as public utilities) reporting. The new guidance not only changes the presentation of the proprietary fund’s statement of revenues, expenses and changes in fund net position but also how certain revenues and expenses are classified as operating or nonoperating. This webinar will cover the presentation requirements and discuss how common transactions will be classified.

Those who successfully complete this webinar should be able to:

• Understand the new content requirements for the MD&A
• Recognize transactions that may meet the classification of unusual or infrequent item and understand the associated presentation and disclosure requirements
• Prepare financial statements to properly present major discretely presented component units
• Understand the new required content for mandatory budgetary comparison schedules and the related notes to required supplementary information.
• Structure a proprietary fund statement of revenues, expenses and changes in fund net position with the new presentation requirements
• Understand the definition of a subsidy
• Identify why certain transactions are reported as operating or nonoperating revenues and expenses in proprietary fund financial statements.

Click here to learn more and to register.

Don’t miss the NFMA 2026 Annual Conference, May 12–15 at the InterContinental Buckhead Atlanta—registration is now open. The program will offer substantive, practitioner-driven panels and dedicated time for networking with peers nationwide. Speaker information and a potential site visit will be announced soon. We hope you’ll join us.

Click here to see the program.

Click here to register today.

The federal government moved to accelerate spaceport development in 2025, with new laws opening the door to new financing opportunities. When President Donald Trump signed H.R. 1, the One Big Beautiful Bill Act (OBBBA), on July 4, 2025, the legislation established a special tax exemption for spaceport facility bonds. This update to the Internal Revenue Code designates spaceports as eligible for “exempt facility bond” status. A handful of states are also advancing their own legislation regarding spaceport development, making this an especially significant moment for industry growth. In this webinar, Public Policy & Regulation attorney Katie Inman and Financial Services attorneys Peter Baumgaertner and Edward Rojas offer a candid discussion of the benefits of spaceport bonds and public-private partnerships.

Watch video.

Holland & Knight

Duration: 31:32

Join Fitch’s U.S. Education Sector Lead Emily Wadhwani for a webinar on the U.S. Education Sector Outlook and the key trends to watch in 2026.

REPLAY / ON DEMAND

December 16, 2025

Join Margaret Johnson, Senior Director and Sector Lead for Life Plan Communities, on January 20 at 1:00 PM ET for an in-depth discussion of our 2026 US Life Plan Communities Sector Outlook.

REGISTER

January 20, 2026

Join Fitch’s Group Heads for Corporates, Insurance, and Not-for-Profit Healthcare for a cross-sector webinar covering all aspects of U.S. Healthcare.

REGISTER

January 27, 2026

February 2, 2026 – February 5, 2026 

Details

Accountants and auditors new to the public sector must immediately face the daunting challenge of familiarizing themselves with the highly specialized rules, guidelines, and practices applicable to state and local governments. This series, intended for those who already possess at least a basic knowledge of private-sector accounting, assists newcomers in making this difficult, but essential, transition.

Click here to learn more and to register.

Join Fitch’s Group Heads for Corporates, Insurance, and Not-for-Profit Healthcare for a cross-sector webinar covering all aspects of U.S. Healthcare.

REPLAY / ON DEMAND

January 8, 2026

January 20, 2026 | Tue 2:00 PM – 3:00 PM

Session Focus: With the bond market entering 2026 on firmer footing, with clearer rate expectations, more steady investor demand, and improved market visibility, this session examines how issuers are aligning sale timing, sizing, and deal structures to make the most of these more predictable conditions. Speakers will discuss how market dynamics are shaping issuer strategies and what stability means for financing pipelines in the year ahead.

Key Takeaways: Learn how issuers are enhancing deal preparation, strengthening investor communication, and leveraging steadier 2026 market conditions to move projects forward efficiently and confidently.

Moderator
Katie Moriarty, Director, Council of Development Finance Agencies

Speaker
Lynne Funk, Senior Director, Strategy and Content, Live Media – Municipal Finance, The Bond Buyer

Click here to learn more and to register.

March 25-27 | Santa Ana Pueblo, NM

Agenda

This meeting focuses on budget strategies and state fiscal conditions and will allow attendees the opportunity to network with colleagues from across the country. Session topics will include:

• Member Roundtable: State-of-the-States/Territories
• Economic Outlook
• Federal Budget Update
• Health Care Costs
• Digital Currency in State Government
• Trends and Pressures in Energy Prices

Click here to learn more and to register.

March 19, 2026 | The Langham Hotel in Chicago, IL

Registration Opens Soon

January 21, 22, 23, 28 29, 30 2026 | 1-3 p.m. ET

Details

This virtual training will emphasize the fundamental components of a local government’s budget policies and processes, along with best practices and techniques required for effective budgeting. Each training module/day will focus on a specific topic and feature both presentation and interactive discussions and exercises. Attendees will go through the basic structures of a local government budget, learn how budgeting can be better used to promote long-term planning, process improvement, and better community outcomes. In addition, the course will cover specific techniques for developing the budget, communicating budget messages, and balancing the budget in times of financial distress.

Learning Objectives

Those who successfully complete this seminar should be able to:

• Learn the basic structure of a government budget (i.e., funds, departments, accounts, programs, projects, etc.) and how budgeting principles relate to accounting and financial reporting
• Understand why budgeting is important and the connection to long-term planning and performance management
• Learn how to perform basic revenue and expenditure analysis
• Understand the various methods local governments use to develop a budget
• Learn techniques for personnel budgeting
• Learn techniques for capital budgeting
• Identify strategies for public engagement
• Develop strategies for effective communication and presentation of the budget
• Identify methods to monitor and evaluate budgetary performance
• Learn about GFOA’s Fiscal First Aid techniques and how to balance the budget in times of fiscal distress

Click here to learn more and to register.

Join us June 28 – July 1, 2026, in Chicago, Illinois, for a milestone celebration of innovation, excellence, and thriving communities. For 120 years, GFOA members have helped shape the future of public finance, and #GFOA2026 will continue that tradition with more than 80 CPE-accredited, peer-led sessions, inspiring keynote speakers, leadership development opportunities, and unparalleled networking with colleagues from across the country and beyond.

Register early and save!

Click here to learn more and to register.

December 17, 2025  |  1 – 5 p.m. ET

Highlights of 2025 GAAP Update:

• In-depth discussion of the biggest change to the government financial reporting model in quarter-century: GASB Statement No. 103, Financial Reporting Model Improvements
• Forewarned is forearmed! Other GASB statements you are implementing NOW or will be VERY SOON!
• GASB Statement No. 102, Certain Risk Disclosures
• GASB Statement No. 104, Disclosure of Certain Capital Assets
• Implementation Guide Update—2025 with lots of key interpretations for GASB Statements 100, Accounting Changes and Error Corrections, GASB 101, and GASB 103!
• Any minute now: Anticipated GASB Statement No. 105, Subsequent Events

A new campaign against an old problem: SPECIAL FEATURE: Accounting and Financial Reporting for Capital Assets Acquired and Held for Sale

Defending your perimeter: Getting ready for your upcoming financial statement audit and federal funds Single Audit with our annual audit update

Arming ourselves for the future: Learn about what GASB has in store for the future

Learning Objectives

Those who successfully complete this series should be able to:

• GFOA’s expert technical staff and guest speakers will help you to:
• Learn how to implement soon-to-be-effective pronouncements
• Obtain an understanding of standards that you will need to implement soon
• Prepare for your government’s upcoming independent financial statement and federal funds Single Audits
• Identify successful strategies for attracting and retaining accounting and auditing leadership and staff

REGISTER

Member Price: $200.00

Non-Member Price: $230.00

The Internal Revenue Service (IRS) published guidance for employees to deduct qualified overtime compensation from federally taxable income, also known as “no tax on tips,” beginning in 2025. This new, temporary deduction will have significant implications for government finance officers as governmental entities are one of our nation’s largest employers and adhere to a combination of federal, state and local regulations on overtime pay.

Watch the replay.

January 9, 16 & 23, 2026 

This program is designed to familiarize participants with the format and contents of an annual comprehensive financial report (ACFR) prepared in accordance with generally accepted accounting principles (GAAP) and GFOA’s Certificate of Achievement award program criteria. Attendees will examine in detail each section of an ACFR, in order to understand the required format and necessary information to be included in each. Each training module will focus on specific sections of an ACFR and feature both presentation and interactive discussion/exercises.

Click here to learn more and to register.

Dec 9th, 2025, 3:00 PM – 4:00 PM

2025 will be the second year in a row with record sales of municipal bonds to finance public buildings, roads, water and sewer utilities and other essential public infrastructure. What’s driving the sudden surge, and what’s ahead for cities that are planning to tap the market in 2026?

Get a full update and bring your questions when NLC and BAM Mutual, which guarantees more than $135 billion of municipal bonds for 6,000 communities nationwide, host a panel of market experts to discuss the market outlook.

Click here to register.

Dates: June 28–July 1, 2026
Location: McCormick Place Lakeside Center, East Building, Chicago, Illinois

GFOA‘s Annual Conference is the premier event for public finance professionals across North America. In 2026, thousands of leaders and practitioners will come together in Chicago for four days of learning, collaboration, and connection.

With 80+ education sessions, inspiring keynotes, interactive discussions, leadership workshops, and unmatched networking, this is more than a conference–it’s a community of professionals committed to excellence, transparency, and public service.

Join us to learn, connect, and lead the future of government finance.

Click here to learn more and to register.

December 2 & 3, 2025

There are many reasons investors buy new municipal bonds in the primary market — availability, index tracking, and potential performance among them. If performance is a key concern when evaluating new issues, Bloomberg has released a new BQuant app that helps track primary-market performance. The app sets unique start-dates (date of issuance) and user-defined end-dates to measure yield changes, then tenor-matches a benchmark to compare its yield change over the same period.

Join us to walk through how the app works and, in conjunction with the Bloomberg Terminal, explore factors that have driven past performance and potential use cases for clients.

What you’ll learn:

• How to set up new-issue cohorts and unique start/end-dates in BQuant
• Tenor-matching to benchmark yields for apples-to-apples comparisons
• Interpreting primary vs. benchmark yield changes over custom windows
• Practical workflows that combine the BQuant app with Terminal functions

Click here to learn more and to register.

The NFMA will meet at the Vdara Hotel & Spa in Las Vegas on January 22 and 23, 2026 to discuss high yield securities. Topics to be covered include:

• Charter School Trends, Strengths, & Headwinds
• Construction Risk in Senior Living & Beyond
• Municipal Utility District Receivables
• High Yield Muni Analyst Scrum
• Brightline
• Fireside Chat: High-Yield Trader & Portfolio Manager
• Municipal Collateralized Bond Obligations
• Challenges Facing Hospitals

To register, click here.

Feb. 21-24, 2026 | Washington, D.C.

The NACo Legislative Conference brings together nearly 2,000 elected and appointed county officials to focus on federal policy issues that impact counties and our residents.

Event Details

Register

The NFMA is accepting registrations for the 2025 Introduction to Municipal Bond Credit Analysis to be held November 13 & 14 in Philadelphia.

To view the program, click here.

To register, click here.

The NFMA is accepting registrations for the 2025 Introduction to Municipal Bond Credit Analysis to be held November 13 & 14 in Philadelphia.

To view the program, click here.

To register, click here.

National Federation of Municipal Analysts

The NFMA will meet at the Vdara Hotel & Spa on January 22 and 23, 2026 to discuss high yield securities.

Save the dates and watch for registration to open in early November.

November 4 – 12, 2025 | 12:00pm – 3:00pm Eastern

Engineering, procurement, and construction contracts (EPC contracts) are utilized for the development of power and energy projects. Energy projects involve significant risks that must be allocated between project owners and contractors. Failure to adequately plan for and manage potential mishaps during energy project construction can lead to costly litigation. Counsel must understand these risks and identify essential rights and responsibilities throughout project construction to effectively avoid and manage claims from engineering, procurement, and construction (EPC) contracts.

Walk through the essentials in building an appropriate contract for each project, from understanding the different contracting models and delivery systems to incorporating performance standards, limitations of liability, available remedies, and more. Investigate the various challenges that arise in energy project construction and effective methods to avoid and mitigate claims, contract disputes, and litigation. Also discuss what to do should a dispute arise, including the key mechanisms in preparing, negotiating, and resolving claims.

Click here to learn more and to register.

American Public Power Association

GFOA’s Annual Governmental GAAP Update Encore is taking place on December 17, 2025.

Register by November 14 to save with the early registration discount.

Click here to register.

Four Seasons Hotel Las Vegas | December 4, 2025 to December 5, 2025

Join industry leaders at the Novogradac 2025 Housing Tax Credit Finance Conference, Dec. 4–5 at the Four Seasons Las Vegas. This two-day event brings together professionals involved in the financing and development of affordable housing, including developers, investors, syndicators, and lenders. Attendees will gain timely insight into low-income housing tax credit (LIHTC) policy updates, innovative financing strategies and best practices in affordable housing development.

In addition to expert-led panels and discussions, the conference offers valuable networking opportunities with key players in the affordable housing industry. Don’t miss your chance to connect, learn and stay ahead in the evolving world of housing tax credit finance.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

The Roosevelt New Orleans | October 23, 2025 to October 24, 2025

This annual event provides a platform for industry leaders, investors, developers and policymakers to explore what’s ahead for the new markets tax credit (NMTC) incentive and how to leverage it for lasting community impact. Attendees will gain timely insights on regulatory updates, proven financing structures and current deal flow in the NMTC space. The conference provides practical advice and strategic insights for both experienced professionals and newcomers to enhance their next transaction.

Take advantage of dedicated networking breaks and an evening reception to connect with fellow professionals in the community development field. These informal settings offer opportunities to share strategies, discuss policy challenges and strengthen your advocacy toolkit–especially as the industry rallies around the push to extend and ultimately make the NMTC permanent.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

Fairmont Washington D.C. | November 6, 2025 to November 7, 2025

Connect with professionals driving progress in renewable energy finance during our fall renewable energy tax credits conference. Attendees will gain timely insights into the evolving landscape of clean energy incentives, with discussion centered around policy developments, market trends and practical approaches to structuring deals.

Whether you’re an investor, developer, consultant or advocate, this event offers a valuable opportunity to expand your network and stay informed on the latest in renewable energy tax credit financing. Take advantage of in-person conversations with key stakeholders and peers working to advance clean energy projects nationwide.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

Four Seasons Hotel Las Vegas | December 3, 2025 to December 3, 2025

Join us during this one-day summit to hear from qualified opportunity fund (QOF) managers, investors, developers, attorneys and Novogradac accountants with valuable marketplace knowledge, actionable strategies, and networking opportunities equipping you to navigate the evolving Opportunity Zones (OZ) landscape.

Whether you’re an experienced investor seeking new opportunities or a community advocate striving for equitable development, this summit offers a unique opportunity to chart the course for future success with this powerful economic tool.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

Hilton San Diego Bayfront | January 22, 2026 to January 23, 2026

The permanent extension of the new markets tax credit (NMTC) marks a new chapter for community development. Join Novogradac and industry leaders in San Diego to explore how permanence will reshape deal structures, enhance investor confidence and support the continued growth of long-term planning in underserved communities.

Network with developers, investors, community development entities (CDEs) and policymakers from across the nation as we chart the path forward in this new era of certainty for NMTC.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

Conrad Fort Lauderdale Beach | January 15, 2026 to January 16, 2026

Industry leaders in affordable housing development are invited to engage in discussions on current strategies and opportunities within the affordable housing sector. The recent permanence of the low-income housing tax credit (LIHTC) provisions has enhanced planning predictability for developers, making this an opportune moment to examine financing models, compliance protocols and innovative methods for increasing housing supply.

Attendees will gain practical knowledge, hear updates on legislative and regulatory changes, and build connections with professionals from across the country who are shaping the future of affordable housing development.

Please contact events@novoco.com or 415-356-7970 if you have further questions or need assistance with registration.

Click here to learn more and to register.

October 28, 2025 – October 29, 2025 | Washington, D.C.

For government leaders and IT professionals, the Google Public Sector Summit 2025 is a must-attend event. Join us in defining the future of innovation, and see how Google Public Sector, partners, and peers are building the future of the public sector and using AI to drive that change. Learn about cutting-edge products such as the newly-launched Gemini for Government that harness the power of Google’s AI-optimized and accredited commercial cloud with robust controls and security compliance protocols. Experience the power of the latest technologies through our hands-on labs and workshops. Set forward with a vision for where AI and Security can take you next.

Register

October 21, 22 & 23, 2025 | 1-4 p.m. ET

Details:

The 7th Annual MiniMuni Conference is GFOA’s premier municipal bond education event for finance professionals who work in debt issuance and management. The conference allows attendees to spend virtual time delving deeply into the world of municipal finance in a short time frame (hence the title!). Attendees can expect to hear from advanced practitioners, leading experts, and regulators on a range of topics that impact municipal issuers today. Whether attendees are new to debt management or decades into their career, there are panels for everyone over the course of three days. Topics range from introducing the most popular tools for achieving savings to the best practices for enhancing issuer disclosure practices.

Learning Objectives:

• Apply best practices in preparation for entering the bond market for the first time, such as how to assemble the best deal team and disclosure considerations.
• Assess the impact of recently passed federal tax legislation and other executive actions on the municipal bond market and your own fiscal scenarios.
• Analyze the potential for emerging technologies and the thresholds of cybersecurity risks for governments issuing municipal securities.
• Gain a better understanding of the savings tools that are available to issuers, from regular taxable refundings to tender refundings.
• Hear from industry regulators on what is coming down the pipeline that will impact issuers and other members of a deal team.

Member Price: $150.00
Non-Member Price: $200.00

Click here to learn more and to register.

Oct 13th, 2025, 2:00 PM – 3:00 PM | Webinar

Natural disasters like wildfires, floods, and hurricanes can devastate communities and the infrastructure projects they relay on. For cities, towns and villages this creates additional risks when these projects are financed using municipal bonds as the debt remains no matter if infrastructure is delayed or destroyed.

Join the National League of Cities in speaking with city and thought leaders for a discussion on how to prepare bond funded projects against natural disasters. We’ll review findings from recent events and learn more from municipalities on their strategies in preparing their bond funded projects for unforeseen challenges.

Register Now

Conference | September.29.2025 – September.30.2025

Boston Marriott Long Wharf

As infrastructure needs and costs rise, public finance leaders are adapting to new policies, technologies, and investment demands. The Bond Buyer Infrastructure Conference, co-chaired by Orrick’s Christine Reynolds, brings together experts to explore innovative financing strategies for transportation, housing, water and wastewater facilities, airports, hospitals, universities, and more. Attendees will gain insights from investors and policymakers, learning how to build smarter, stronger infrastructure in a rapidly changing environment.

Matthew Neuringer will speak on the panel “AIAI P3 Bootcamp: Determining Your Project Delivery Options,” guiding participants through the legal, financial, and operational factors that influence project delivery decisions and identifying when specific models are most effective. He will also moderate the “P3 Market Growth – Opportunities, Challenges, and Incentives” panel, where industry leaders will discuss the expanding role of private capital in infrastructure projects, highlight emerging opportunities, and address challenges and incentives in the market.

Devin Brennan will moderate the “Transit: Ridership and Raising Revenues” panel, which will focus on how transit agencies are responding to the ongoing challenges in U.S. cities, including declining ridership and the need for sustainable revenue streams. This session will offer practical insights into strategies for maintaining and improving transportation infrastructure amid shifting demands and financial pressures.

Join us October 12 – 15 at the Manchester Grand Hyatt San Diego in San Diego, California for an unparalleled professional development opportunity where policy and practice take center stage. Connect with public power’s policy experts, and get updates and insights on the ever-changing legal and regulatory landscape confronting public power utilities — from the latest at FERC to practical legal issues facing municipal utilities.

NOTE: Attendees can earn up to 12 CLEs (in 60-minute states) or up to 14.4 CLEs (in 50-minute states) for attending the conference, and 3.25 CLEs (in 60-minute states) and 3.9 CLEs (in 50-minute states) for each preconference seminar. Please note that the number of CLE credits varies by states and is decided by each state CLE authority.

REGISTER

Event Overview

Wildfire and extreme heat events are growing threats to electric utilities, affecting infrastructure, reliability, workforce safety, and customer service. To help public power utilities proactively plan for these risks, Argonne National Laboratory (ANL) and the American Public Power Association (APPA) have partnered to provide targeted technical assistance to five utilities through a wildfire risk mitigation planning initiative.

This webinar will showcase lessons learned from the participating utilities and introduce new planning resources developed through the project, including APPA’s wildfire mitigation plan template and strategies guide. Speakers will demonstrate how utilities can use ClimRR, Argonne’s climate data platform, to inform near-term wildfire planning and incorporate localized projections into their risk management strategies. Whether your utility is just beginning to assess wildfire risk or looking to enhance existing mitigation plans, this session offers actionable insights, peer-tested tools, and a data-informed planning framework tailored to the needs of public power.

Webinar Topics:

• Overview of Argonne and APPA’s wildfire and extreme heat technical assistance project
• How ClimRR supports utility-specific wildfire risk planning
• Walkthrough of APPA’s wildfire mitigation plan template and strategies guide
• Utility experiences and lessons learned from wildfire mitigation planning

Click here to learn more and to register.

December 9, 10 & 11 2025 – 1-5 pm ET

This course, focused on GFOA’s Best Practices in Debt Management, will help participants better understand how to develop appropriate policies and procedures for issuing debt and overall debt management. In addition to the best practices, the course will feature practical examples, details on recent federal rulemaking, including how it impacts governments, and interactive discussion on the following topics:

• Debt Issuance
• Selecting Municipal Finance Professionals
• Disclosure Practices and Investor Relations
• Financing Instruments and Techniques
• Federal Securities and Tax Laws Applicable to Issuers of Municipal Debt
• Ongoing Debt Management

Who Will Benefit: An entity’s debt management program staff or those interested in public finance debt best practices

Learning Objectives:

• Identify key challenges facing government in the area of debt management
• Learn how to develop appropriate debt management policies and procedures based on the best practices
• Review current market conditions, trends, and practices
• Learn how to evaluate if issuing debt is the right option for your local government
• Review the relationship between debt financing and the organization’s capital improvement plan
• Learn the different types of debt and financing instruments available for local governments
• Gain an understanding of the bond issuer’s responsibilities before, during, and after bonds are sold, including managing relationships with external resources and disclosure requirements
• Evaluate the different types of fees charged in a bond transaction
• Learn how to comply with continuing disclosure, securities law, and tax law requirements

Member Price: $475.00
Non-member Price: $900.00

Click here to learn more and to register.

GFOA’s Annual GAAP Update is a must for public sector accountants and auditors. Get up to speed on key GASB changes, including GASB 103 and updates on 102, 104, and upcoming standards. Plus, don’t miss a preview of GASB 105, Subsequent Events, and a Special Feature on Accounting and Financial Reporting for Capital Assets.

Join us online November 6 or December 17 to earn 4 CPE credits and stay audit-ready. Register early to save!

Read more

September 25, 2025 | 1 p.m.-2:30 p.m. ET

Details:

The scope of public sector external financial reporting often extends beyond the reporting government to encompass one or more additional legally-separate organizations. This seminar examines the scope of the public sector financial reporting entity.

Learning Objectives:

• Understand the criteria used in establishing a primary government’s financial accountability for a potential component unit
• Identify the two types of fiduciary component units and the criteria for their inclusion in a primary government’s fiduciary funds financial statements

Click here to learn more and to register.

September 11, 2025 | 1 p.m.-3 p.m. ET

Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB’s EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA’s best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Learning Objectives

Those completing this seminar will be able to:

• Understand the requirements related to primary market and continuing disclosure
• Develop new or review existing disclosure policies and procedures
• Learn about recent SEC activities related to disclosure
• Review GFOA best practices on disclosure and making voluntary disclosures

Click here to learn more and to register.

10/7/2025 2:00 PM EDT

School districts are central to communities around the nation and are tasked with an important mission: educating the next generation. Often, resources are limited and districts must ensure that funds are protected and used effectively. Unfortunately, fraud in school districts does occur, and the impacts can be felt for years after.

In this webinar, the FBI special agent responsible for investigating a fraud scheme that lasted several years, and even included leveraging a position in a local church, will share insights on the case.

Click here to learn more and to register.

September 16 – 18, 2025 | 12:00pm – 3:00pm Eastern

Part one of the three-part Accounting Fundamental Series. Learn the basics of how the electric utility business works, get a grasp on the ins-and-outs of FERC accounting, and review practical examples of how you can use the FERC USoA.

Click here to learn more and to register.

On July 4, the “One Big Beautiful Bill Act” (OBBBA) was signed into law. GFOA is continuing to assess the implications of the budget reconciliation bill. While GFOA members’ advocacy efforts – including telling your stories at www.builtbybonds.com – resulted in the full preservation of tax-exempt municipal bonds, there are several other provisions of note. Below is the Federal Liaison Center’s initial assessment of new tax provisions and key changes to the existing tax code, many of which directly affect state and local governments.

Continue reading.

The NFMA is accepting registrations for the 2025 Introduction to Municipal Bond Credit Analysis to be held November 13 & 14 in Philadelphia.

To view the program, click here.

To register, click here.

Topics have been announced for panels at the NFMA’s upcoming Advanced Seminar on Housing to be held on October 16 and 17 at the Pasea Resort & Spa, Huntington Beach, California.

Registration is open for NFMA members and other industry professionals.

View the full list of topics.

To register, click here.

October 21, 2025 | 2:00 PM – 3:00 PM Eastern

Session Focus: While bonds are often considered safer investments, they are not without risks. Panelists will share what you need to know to avoid a bond deal falling through due to a variety of reasons, ranging from issuer defaults and economic downturns to changes in interest rates, inflation, and political instability.

Key Takeaways: Understanding why bond deals might fail is essential to leveraging these tools effectively. Attendees will learn about the various risks associated with bond financing and how to mitigate these from the offset.

Moderator(s)

• Katie Moriarty, Director, Council of Development Finance Agencies
• Anthony Schexnayder, Senior Vice President Relationship Management, The Bank of New York Mellon

Click here to register.

Topics have been announced for panels at the NFMA’s upcoming Advanced Seminar on Housing to be held on October 16 and 17 at the Pasea Resort & Spa, Huntington Beach, California. Registration is open for NFMA members and other industry professionals.

GFOA’s Annual Governmental GAAP Update is the must-attend online event for public sector accountants and auditors. Whether you’re preparing for year-end reporting or want to stay informed on the latest GASB changes, this session delivers essential updates and key insights. Don’t miss your chance to participate.

Choose from two dates: November 6 or December 17.

Read more

October 21-23 | Stockton, CA

The California Economic Summit is a dynamic, solutions-driven gathering where leaders from across the state come together to support economic advancement strategies that are regions-up and focused on the growth and stewardship of California’s valuable communities, land, and resources. In 2025, we are thrilled to connect with leaders in Stockton and showcase all that the Northern San Joaquin Valley has to offer, including manufacturing, clean energy, transportation and logistics, agriculture, and more! This is the place to connect, collaborate, and drive change.

Click here to learn more and to register.

During this installment of the CDFA // BNY Development Finance Webcast Series, panelists discuss evolving trends in credit evaluations and how these developments can improve the accuracy, timeliness, and comprehensiveness of ratings to the benefit of both investors and issuers.

Continue reading.

CDFA | Jul. 17

GFOA’s Annual Governmental GAAP Update is the must-attend online event for public sector accountants and auditors.

Whether you’re preparing for year-end reporting or want to stay informed on the latest GASB changes, year after year, this session delivers essential updates and key insights. Don’t miss two opportunities to participate in 2025.

• November 6 |  1:00 PM – 5:00 PM (Eastern) | 4 CPE Credits
• December 17 (encore) |  1:00 PM – 5:00 PM (Eastern) | 4 CPE Credits

As in past year, this year’s broadcast will use GFOA’s online Learning Management System (LMS). Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services Center staff. Earn four CPE credits with your participation.

Click here to learn more and to register.

August 7, 2025 | 1 pm – 3 pm ET

Details:
Governments that issue debt must comply with numerous federal laws at the time of issuance and over the lifetime of the bonds. That includes various provisions in tax law.

This course will provide an overview of tax laws related to municipal bonds, and the responsibilities of issuers in this process. These include understanding the issue price of the bonds, calculating arbitrage and arbitrage rebate rules, yield restrictions of bond proceeds investments, private use limits, record retention guidelines, and the IRS’s Tax Exempt Bond audit program.

The course will also provide tools on how issuers can best comply with these rules, and the types of conversations they should have with bond counsel about these matters.

Who Will Benefit: Finance directors, treasury department directors, debt department directors, finance staff

Learning Objectives:

• Be aware of the numerous federal tax laws and regulations imposed on tax exempt bonds.
• Know how to manage key tax issues such as arbitrage calculations and private use restrictions.
• Gain tools to have appropriate policies and procedures in place to ensure overall compliance with tax regulations and possible IRS audit inquiries.

Member Price: $95.00
Non-member Price: $200.00

Register

Hundreds of municipalities risk losing their American Rescue Plan Act (ARPA) State and Local Fiscal Recovery Funds (SLFRF) due to noncompliance with federal reporting requirements.

Join the U.S. Department of the Treasury and the National League of Cities for a critical webinar on Thursday, June 12 at 1 PM ET.

This session is designed for local governments that have not yet submitted their annual Project and Expenditure Report.

Treasury officials will walk through how to complete the report, common reporting errors, and how to get back into compliance before the portal closes. There will be time dedicated to a live Q&A.

Click here to register.

Details:

This brief introduction to tax increment financings (TIFs) will explore the analytical and financial management practices that a community can employ to ensure a TIF meets its financial and economic development objectives. Through presentation of case studies from Washington, DC and Baltimore, MD, speakers will discuss what makes a TIF successful, the perils of TIFs, and key concepts to consider when starting or improving a TIF program.

Learning Objectives:

• To gain an understanding of the benefits, risks and financial commitments associated with Tax Increment Financing.
• To be familiar with examples of the financial structuring and management of TIFs.
• To understand the basics of whether and how a TIF meets your community’s objectives.

Member Price: $50.00
Non-member Price: $100.00

Click here to learn more and to register.

July 23, 2025 | 3 p.m.-4 p.m. ET

Details:
Join other Utility Finance Forum members for our online networking event! Participants will have the opportunity to discuss multiple topics with other forum members in breakout rooms. Bring your questions and be ready to share your feedback with others!

This online networking event will be a follow-up to our June webinar covering the topics of Benchmarking & KPIs. Sign up for both and share your experience with fellow Utility Finance Forum members!

Member Price: Free
Non-member Price: Free

Click here to learn more and to register.

July 24, 2025 | 1 p.m.-2 p.m. ET

Details:

Under Governmental Accounting Standards Board Statement No. 102, Certain Risk Disclosures, governments are now tasked with evaluating a variety of concentrations and constraints impacting their governments for possible disclosure. The existence of a concentration or constraint itself does not immediately trigger a disclosure. This webinar will cover the components to the analysis and also walk through the disclosure requirements set forth by GASB 102 and walk through sample disclosures.

Learning Objectives:

• Summarize the disclosure requirements from GASB 102.
• Identify examples of concentrations and constraints for evaluation.
• Apply insights from sample disclosures.

Member Price: $50.00
Non-member Price: $100.00

Click here to learn more and to register.

August 13-15 | Indianapolis, Indiana

Registration will close on July 25.

At this time, registration is reserved for NASBO members only. If seats remain available closer to the meeting date, employees from other government entities will be able to register. For questions, contact Meagan Rhodes at mrhodes@nasbo.org.

Click here to learn more and to register.

June 5, 2025 to June 6, 2025 Fairmont Washington D.C.

Click here to learn more and to register.

September 25, 2025 to September 26, 2025 Grand Hyatt Nashville

Click here to learn more and to register.

• While the visible destruction to homes, businesses, and livelihoods has understandably garnered most of the attention, the Los Angeles fires are also a reminder of the struggles to recognize and reinvest in the country’s water infrastructure.
• Nationally, more than $744 billion is needed to address all the drinking water and wastewater improvements needed over the next two decades, from fixing leaking pipes to upgrading treatment plants.
• Climate resilience districts can bring together local governments and other service providers into one unit at a greater scale to fight a range of climate hazards.

Listen to Podcast

The Brookings Institution

by Gregory Pierce, Joseph W. Kane, and Robert Puentes

May 7, 2025

Summary

In this week’s episode of Parsing Immigration Policy, guest host Jessica Vaughan, the Center’s director of policy studies, discusses the intersection of immigration policy and municipal finance with Ed Grebeck, a veteran credit market risk expert. About one-third of all municipal bonds issued in 2024 and outstanding through 2024 are from sanctuary jurisdictions, concentrated in large cities and states, such as California, New York, and Massachusetts.

Vaughan and Grebeck explore the fiscal implications of sanctuary policies and the need for comprehensive risk assessment in municipal finance. The absence of truly objective bond ratings or comprehensive risk assessments for sanctuary jurisdictions may place investors, particularly individual investors, who own a significant share of this market, at a disadvantage. Sanctuary policies can impose significant burdens on taxpayers, potentially affecting a municipality’s fiscal health and its ability to meet financial obligations. Key discussion points include:

• Why are credit ratings important?
• Do sanctuary policies compromise a city’s creditworthiness?
• Why might credit rating agencies overlook political risks associated with sanctuary jurisdictions?
• How does the influx of illegal immigrants strain public resources and affect taxpayers?
• Would legislative measures, like Rep. Nancy Mace’s “No Tax Breaks for Sanctuary Cities Act”, address these concerns?

In the closing commentary, Vaughan presents the findings from her most recent report on sanctuary jurisdictions, identifying the states and localities that have the most egregious non-cooperation policies leading to the release of tens of thousands of criminal aliens.

Listen to podcast.

Center for Immigration Studies

Parsing Immigration Policy, Episode 203

By Jessica M. Vaughan and Ed Grebeck on May 8, 2025

Jun 3rd, 2025 | 4:00 PM – 5:00 PM

The White House and the Congressional Majority have used the first 100 days of the New Administration to advance the Trump/Vance agenda on federal spending. Four major proposals aimed at federal tax policies and spending programs could result in significant changes to the federal-local partnership and other shared responsibilities that currently exist between federal, state, and local governments. Join NLC’s Federal Advocacy team as they discuss how local governments should navigate the federal landscape and how to mobilize on the top local priorities that are at stake.

Click here to register.

Though we’ve covered the coming (and in some ways already here) technology revolution for the municipal space in many prior episodes, our latest focuses more on the practical application of Artificial Intelligence. In other discussions with vendors, AI has been used to help scale businesses to prime them for growth. In this instance, AI is being used to hopefully generate alpha and provide an edge to the market.

In this episode of Masters of the Muniverse, Eugene Grinberg, CEO and co-founder of SOLVE, joins Bloomberg Intelligence’s Eric Kazatsky and Karen Altamirano.

Listen to podcast.

Apr 28, 2025

The BDA’s most recent episode of Bonding Time features a discussion with Toby Rittner of the CDFA. The podcast was led by Brett Bolton of the BDA and covers:

• The current situation on the Hill and the timing for the tax cut extensions;
• A discussion on PABs including the CDFA and BDA work on the MAMBA legislation; and
• Whats the next step on the Hill? And what has the CDFA been focusing on during advocacy efforts?

Listen to podcast.

Apr 22, 2025

13 min 16 sec

Tuesday, July 15, 2025 | Tue 2:00 PM – 3:00 PM

Session Focus: The evolution of bond credit ratings is shaped by technology advancements, global economic shifts and social factors, and the need for better transparency and regulatory compliance. Panelists will share their perspectives on how these changes reflect a broader trend toward a more dynamic and complex understanding of creditworthiness, allowing markets to function more efficiently and effectively and provide more nuanced and reliable credit risk assessments.

Key Takeaways: Attendees will gain an understanding of practical adaptations to improve the accuracy, timeliness, and comprehensiveness of ratings, benefiting both investors and issuers.

Moderators:
Katie Moriarty, Director, Council of Development Finance Agencies
Troy Pitman, Vice President, Relationship Management, The Bank of New York Mellon

Click here to register.

June 11, 2025 | 1 p.m.-2 p.m. ET

Details:
Join us for an insightful webinar where we delve into key performance indicators (KPIs) to understand how your utility stacks up against others. We’ll explore the importance of benchmarking and how technology can enable more efficient data collection and analysis. Our panel discussion will feature examples of successful benchmarking practices and the criteria for selecting benchmarks. We’ll also discuss the significance of storytelling in conveying complex data to the average customer and the challenges of obtaining consistent and reliable data.

This event is free for Utility Finance Forum members.

Learning Objectives:

• Gain an understanding operational and financial KPIs
• Learn how technology is used to enable data collection, analysis and reporting
• Hear how others have implemented their benchmarking and KPIs
• Identify strategies to overcome challenges in data collection
• Improve storytelling by effectively using KPIs and benchmarking

Member Price: $50.00
Non-member Price: $100.00

Register

Join NASBO on May 20th from 1:00-4:00 pm ET for State Budget Insider for an insider view on current state and territory budget conditions and hot topics.

Attendees will have a unique opportunity to hear from industry professionals in three different sessions with three (3) hours of Continuing Professional Education (CPE) credits available.

Click here to learn more and to register.

National Association of State Budget Officers

Join the American Water Works Association (AWWA) and Fitch Ratings for a co-sponsored symposium on April 30, 2025 from 12:30 pm – 6:30 pm EDT.

This exclusive afternoon event, “Planning for the Future,” will bring together senior executives and leaders from across the water utility and public finance sectors. The dialogue, followed by a networking cocktail reception, will be held at Fitch Ratings, Hearst Tower, 300 West 57th Street, New York, NY.

In this interactive, informative dialogue we will explore:

• Mounting investment needs to support regulatory requirements continue to outpace funding sources–how can utilities plan for financing future regulatory requirements, as well?
• Data centers are the wave of the future and represent the nexus of water and power needs–what challenges and opportunities do data centers pose for utilities?
• As utilities continue implementing best practices regarding public disclosures, how will interactions and engagement with the investor community evolve in the future?

The session will include representatives from:

• The EPA’s Water Infrastructure Finance and Innovation Act (WIFIA)
• State Revolving Fund managers
• Water utility leaders
• Investor community

Click here to learn more and register.

May 8, 2025 | 3 p.m.-4 p.m. ET

As a local government finance officer, preparing the Annual Comprehensive Financial Report (ACFR) is a critical but time-intensive process. What if you could accelerate its production without sacrificing accuracy or compliance? This webinar explores how Lean process improvement techniques can help you identify inefficiencies and streamline your ACFR workflow.

Using the “8 Wastes Scavenger Hunt” approach, we’ll examine common inefficiencies in the ACFR process through the lens of D.O.W.N.T.I.M.E. (Defects, Overproduction, Waiting, Non-utilized talent, Transportation, Inventory, Motion, and Extra processing). You’ll learn how to spot waste, eliminate bottlenecks, and focus on high-leverage opportunities that can significantly improve your reporting timeline. Join us for this engaging, solution-focused webinar and gain actionable insights from other finance officers to accelerate your ACFR production while improving overall efficiency.

Click here to learn more and to register.

Government Finance Officers of America

Enjoy an exclusive night of entertainment at GFOA’s 119th Annual Conference for attendees and guests featuring a performance by Night Ranger, Tuesday, July 1, at The Anthem in Washington, DC! Having sold over 17 Million albums worldwide, performed on over 4000 stages, and captivated a radio audience exceeding one billion, Night Ranger has epitomized and transcended the arena rock sound and style well beyond that era. Their legendary hits include “Sister Christian,” “Don’t Tell Me You Love Me,” “When You Close Your Eyes,” and “(You Can Still) Rock in America.”

April 10, 2025 | 12:00pm EDT

Register

April 16, 2025 | 3 p.m.-4 p.m. ET

Details:

This webinar will focus on the new GASB guidance and how it applies to small governments.

GASB’s recent guidance on compensated absences is being implemented by governments with fiscal year-ends December 31, 2024 and later. This recognition and measurement guidance requires governments to estimate a liability for leave that has been earned but not used, including sick leave. The process for determining a “more likely than not” and estimating this liability has stirred a lot of discussion amongst governments.

This webinar is free for GFOA Small Government Forum members.

Who Will Benefit: Small Government professionals managing compensated absences and related accounting/reporting

Learning Objectives:

• Identify when an organization should recognize a liability for compensated absences
• Identify what information is necessary to measure a compensated absence liability and how to obtain or estimate, if necessary, that information
• Correctly estimate a compensated absence liability

Click here to register.

April 30 & May 1, 2025 – 8:30 a.m.-4:30 p.m. ET

Hyatt Regency Columbus
350 North High Street
Columbus, Ohio

Details:
This course, focused on GFOA’s Best Practices in Debt Management, will help participants better understand how to develop appropriate policies and procedures for issuing debt and overall debt management. In addition to the best practices, the course will feature practical examples, details on recent federal rulemaking, including how it impacts governments, and interactive discussion on the following topics:

• Debt Issuance
• Selecting Municipal Finance Professionals
• Disclosure Practices and Investor Relations
• Financing Instruments and Techniques
• Federal Securities and Tax Laws Applicable to Issuers of Municipal Debt
• Ongoing Debt Management

Click here to learn more and to register.

June 11-13 | Niagara Falls, New York

Click here to learn more and to register.

National Association of State Budget Officers

Target-Based Budgeting (TBB) helps governments manage finances by setting clear spending limits for core services and letting departments request extra funding for additional needs. It reduces waste, encourages collaboration, and supports long-term financial stability. TBB is a practical tool for improving budgeting and ensuring public funds are used wisely.

Download Report

Upcoming Webinar

Click here to register for our April 16 webinar, Target-Based Budgeting: A Strategic Approach for Local Government Finance

Rethinking Budgeting Initiative

Click here to learn more about Rethinking Budgeting. Explore core principles, read reports, and get started today on new approaches that lead to better outcomes.

Publication date: February 2025

Tuesday, July 15, 2025 | 2:00 PM – 3:00 PM

Session Focus: The evolution of bond credit ratings is shaped by technology advancements, global economic shifts and social factors, and the need for better transparency and regulatory compliance. Panelists will share their perspectives on how these changes reflect a broader trend toward a more dynamic and complex understanding of creditworthiness, allowing markets to function more efficiently and effectively and provide more nuanced and reliable credit risk assessments.

Key Takeaways: Attendees will gain an understanding of practical adaptations to improve the accuracy, timeliness, and comprehensiveness of ratings, benefiting both investors and issuers.

Moderators

• Katie Moriarty, Director, Council of Development Finance Agencies
• Troy Pitman, Vice President, Relationship Management, The Bank of New York

Click here to learn more and to register.

Webinar | Mar 31st, 2025, 1:00 PM – 2:00 PM

Join the National League of Cities (NLC) for an informative webinar highlighting NLC’s upcoming report: A Decade of Municipal Financial Empowerment Strategies: Findings from a 2024 Field Scan.

NLC, in partnership with the University of Wisconsin-Madison, conducted a field scan of recent developments in financial empowerment strategies in cities, villages, and towns across the United States.

The webinar will reveal findings from the report and feature cities that have successful efforts in place, such as:

• programs to connect residents to public benefits
• strategies to help residents save
• supports for small businesses; and
• access to bank accounts and loans.

Attendees will get first-hand insights into how cities have grown their financial empowerment programming over the last decade, regional differences, and which types of programs are most common. This is an excellent opportunity for NLC members and local government leaders to assess their own efforts and come away with ideas to grow or strengthen programs to support the financial well-being of residents and communities.

Join us from 1 PM to 2 PM (ET) Monday, March 31, 2025, to learn more.

REGISTER

Speakers

• J. Michael Collins, Professor, University of Wisconsin-Madison
• Heidi Goldberg, Director, Economic Opportunity and Financial Empowerment, NLC
• Patrick Hain, Program Director, Economic Opportunity and Financial Empowerment, NLC

The Wells Fargo Foundation generously supports NLC’s Wells Fargo Financial Empowerment Scan Project that produced the A Decade of Municipal Financial Empowerment Strategies: Findings from a 2024 Field Scan.

Discover the rationale and insights from Fitch’s experts on what’s behind their 2025 outlooks for U.S. Community Development and Social Lending (CDSL) and U.S. Municipal Transportation sectors.

Watch CDSL

Watch Transportation

SAVE THE DATE

BLX and Orrick will be hosting our Post-Issuance Compliance Workshop on October 23-24, 2025

This hybrid event will be held virtually and at the Conrad Hotel in Nashville.

More information coming soon. Check back for updates and registration information.

Make training a regular part of your organization’s post-issuance compliance program and join us for this educational event.

For questions and information on the Workshop or the Post-Issuance Compliance Services provided by BLX, please contact:

Alan Bond
abond@blxgroup.com
212.506.5275

Natural disasters are shocks to income, wealth, and capital, and over the past few decades, according to federal statistics, the number of natural disasters where losses have exceeded $1 billion has been increasing. Homeowner’s insurance is essential for well-functioning property markets because it enables homeowners to cover the cost of repairs following a natural disaster. Yet home insurance is becoming more expensive, and some insurance companies are limiting plan offerings in some states.

In the aftermath of a natural disaster, community banks have the potential to provide liquidity to homeowners who are uninsured or underinsured. But community banks are less likely to have the capacity to lend after large-scale natural disasters, particularly if they are unable to raise sufficient capital. Do community banks play a unique role in lending in the wake of natural disasters? How has the decline of community banking affected post-disaster recovery and economic growth?

On Wednesday, March 5, 2025, at 11:00 am CT, join the Chicago Fed’s Economic Mobility Project for The Availability and Impact of Public and Private Funding Following a Natural Disaster, a virtual event during which Chicago Fed senior economist Daniel Hartley will present results from three of his studies.

• In “Credit when you need it,” Hartley and his co-authors, analyze the impact of emergency credit access on households’ finances after a federally declared natural disaster and find that the provision of credit in a time of crisis has effects on consumption, particularly on additional car purchases. Their findings suggest that well-timed liquidity provided to households in need can have substantial and ongoing positive effects.
• In “Natural disasters, local bank market share, and economic recovery,” Hartley and his co-author look at differences in post-disaster credit allocation and regional redevelopment based on the concentration of local banks following bank deregulation that drastically diminished the role of community banks. They note that savings, credit markets, and insurance are not always sufficient to smooth the negative financial consequences of a natural disaster.
• In “Weathering an unexpected financial shock: The role of federal disaster assistance on household finance and business survival,” Hartley and his co-authors study the financial impact of FEMA individual assistance grants in the wake of a tornado.

The research presentation will be followed by a moderated panel, where scholars and other experts on housing finance, insurance, and credit access will discuss the impacts of the current insurance crisis and potential policy solutions to provide financial stability to homeowners affected by natural disasters.

Click here to learn more and to register.

Tuesday, July 15, 2025 | 2:00 PM – 3:00 PM

Session Focus: The evolution of bond credit ratings is shaped by technology advancements, global economic shifts and social factors, and the need for better transparency and regulatory compliance. Panelists will share their perspectives on how these changes reflect a broader trend toward a more dynamic and complex understanding of creditworthiness, allowing markets to function more efficiently and effectively and provide more nuanced and reliable credit risk assessments.

Key Takeaways: Attendees will gain an understanding of practical adaptations to improve the accuracy, timeliness, and comprehensiveness of ratings, benefiting both investors and issuers.

Moderator(s)

• Katie Moriarty, Director, Council of Development Finance Agencies
• Troy Pitman, Vice President, Relationship Management, The Bank of New York

Click here to learn more and to register.

Thursday, February 20, 2025 – 12:00 EST

Virtual Event
A growing number of communities are supercharging their local economy by building publicly-owned telecommunication infrastructure instead of relying on the expensive, spotty access offered by the regional monopoly or duopoly incumbent(s). Most of the communities who have joined the expanding public broadband sector were able to finance network construction and operations with little or no federal funds.

This free webinar will primarily focus on how municipal broadband networks can be financed in the context of a now uncertain BEAD program. It will also briefly touch on the cost of doing nothing.

Co-hosted by American Association for Public Broadband (AAPB) Executive Director Gigi Sohn and Sean Gonsalves from Institute for Local Self-Reliance (ILSR) Community Broadband Networks Initiative, the discussion will feature officials and municipal finance experts who have built public broadband networks and have successfully navigated the maze of municipal finance – both from the municipal and private sector side.

Panelists for the discussion will be:

• Ernie Staten, City of Fairlawn’s Public Service Department Director
• F.X. Flinn, ECFiber Governing Board Chair
• Laura Lewis, Principal and Co-Owner of LRB Public Finance Advisors
• Eric Rex, Vice President at KeyBanc Capital Market

Click here to learn more and to register.

Tuesday, March 18, 2025 | Tue 2:00 PM – 3:00 PM

Session Focus: This session will offer a concise overview of the federal political forces shaping the future of Private Activity Bonds (PABs). Focusing on legislative challenges and opportunities at the national level, panelists will explore the impact of federal tax policies, budget priorities, and political trends on the use and structure of PABs in financing critical public-private infrastructure projects.

Key Takeaways: Learn about federal policy trends, the legislative outlook for Private Activity Bonds, and effective advocacy strategies to ensure their continued use in public-private financing.

Moderator(s)
Katie Moriarty, Director, Council of Development Finance Agencies
James Young, Senior Vice President | Relationship Manager, The Bank of New York

Click here to register.

Tuesday, February 18, 2025 | Tue 2:00 PM – 3:00 PM

Session Focus: Bonds for disaster recovery and economic renewal are financial tools used to raise the necessary funds to rebuild and revitalize areas impacted by natural or man-made disasters. Panelists will share their stories on how they utilized disaster recovery bonds to finance recovery efforts, restore infrastructure, and stimulate economic growth in affected areas.

Key Takeaways: Attendees will learn about the various bonds leveraged for disaster recovery and how to enable affected regions to recover more quickly and emerge stronger, both economically and socially, by providing capital for infrastructure restoration, economic development, and community resilience.

Moderators:
Oreste Casciaro, Senior Vice President, Relationship Management, The Bank of New York
Katie Moriarty, Director, Council of Development Finance Agencies

Speaker:
Caitlyn Burchfield, Partner, Butler Snow LLP
Adam Parker, Attorney, Butler Snow LLP

Click here to register.

February 27, 2025 | 1 p.m.-3 p.m. ET

Details:

This webinar will provide participants with an understanding of current market information and an outlook for future months. Discussion of how the market impacts various debt issuance products will also be discussed. The session will feature industry experts, interactive discussion, and will highlight for finance officers the importance of understanding how market conditions are related to outstanding and future debt issuances.

Click here to learn more and to register.

The NFMA’s 2025 Annual Conference will be held at the Grand Hyatt San Antonio Riverwalk on May 6-9, 2025. We have an exciting program planned with relevant topics and dynamic speakers.

Consider registering prior to March 1 to take advantage of Early Bird registration.

To view the program, click here.

To register, click here.

National Federation of Municipal Analysts.

April 15-16, 2025 | Washington, D.C.

Uncertainty can cause concern. But it can also provide opportunities.

Which is why we’re hosting the annual CDFA Federal Policy Conference this April 15-16 in Washington D.C. This is your chance to hear from – and be heard by – the people who are influencing the development finance industry at the federal level.

A new President. A new Congress. A lot of questions.
What can we expect from the Trump Administration? What’s the future of programs like SSBCI and GGRF? Are Tax-Exempt and Private Activity Bonds in danger of being eliminated? We’re going to be talking about these and a number of other topics that we know are important to you and directly impact the development finance work you’re doing.

This isn’t just a networking conference with informative breakout sessions – it’s a chance to literally sit at the table and talk with representatives from the U.S. Departments of Agriculture, Energy, Housing & Urban Development, Transportation, and Treasury, as well as the U.S. Small Business Administration, Environmental Protection Agency, and Economic Development Administration. And it’s a chance to join us and your peers in making sure our industry’s voice and concerns are heard.

Click here to learn more and to register.

March 6 – 11, 2025 | 12:00pm – 3:30pm Eastern

Join this two-part series to learn how to properly analyze and gain insight from ratio metrics and financial statements, communicate that information to decision makers, review trends in public power financial and operating ratios, and how they can inform decisions.

Click here to learn more and to register.

American Public Power Association

With the “ARPA obligation” deadline now past, direct recipients of the State and Local Fiscal Recovery Fund (ARPA) are eager to close activities in Treasury’s portal.

Join this free session, February 3, to hear directly from Treasury’s Office of Capital Access (formerly Recovery Programs) and Compliance Monitoring who will answer questions current Treasury resources for direct and subrecipients of CSLFRF.

Register

Listen to the podcast.

After a period of municipal financial stability, California local governments are once again facing fiscal distress. A robust system of municipal financial reporting and monitoring can provide early warnings of fiscal trouble and allow policymakers at the state and local level to proactively address them.

Join California Policy Center and XBRL US for a half-day conference, Modernizing Municipal Reporting, featuring keynote speaker California State Treasurer Fiona Ma, CPA on January 30, 2025 from 8:45 AM – 1:30 PM in Costa Mesa, CA.

— Learn how the Financial Data Transparency Act (FDTA), federal legislation that calls for municipal bond issuance to be reported in machine-readable format, offers the opportunity to modernize government reporting, giving state and local policymakers the tools to monitor fiscal health.

— Learn about steps the Governmental Accounting Standards Board (GASB) is taking to build open data standards that will express government financials in digital format.

— Find out how standardized, machine-readable financials can be a game-changer to track and identify financial health for cities, counties and special districts. Get insights into practical aspects of the FDTA rollout from public sector accountants and analysts.

Don’t miss this opportunity to learn about the potential impact of the FDTA on California governments, and participate in the discussion about how to implement this program efficiently and effectively!

Register Here

California Policy Center

Center for Public Accountability

January 7, 2025

January 22, 2025 | 3 pm – 4 pm ET

Details:

Join GFOA’s Small Government Forum for a one-hour professional development webinar focused on positive arbitrage. The speakers from Hawkins will walk the attendees through the basics of positive arbitrage and how it can impact your local government.

Who Will Benefit:

CFO/Finance Director, Budget Manager, Debt Manager

Learning Objectives:

• Define positive arbitrage
• Discuss how positive arbitrage can impact your government

Click here to learn more and to register.

December 3, 2024 | 2:00 PM – 4:00 PM Eastern

Click here to learn more and to register.

Palos Verdes Peninsula, USA | 27 – 28 February 2025

The Sustainable Water Investment Summit (SWIS) delves into the many facets of water finance—from risk management arbitrage and indexing to water transfers, reallocation and supply strategy, to how new water storage opportunities, water infrastructure, demand reduction technology and climate innovation capital will shape new opportunities and challenges in the water sector. SWIS brings together leading investors, state and municipal officials, entrepreneurs, highly water dependent industries, farmers and ranchers, environmentalists, utility managers, planners, developers and professionals—anyone with a passion for critical water resource strategies, solutions and investment. Located at the Terranea Resort, a luxurious oceanfront destination along the Palos Verdes Peninsula, the event is designed to provide ample opportunities to meet and reconnect with colleagues across the water space.

Register now

Brownstein Hyatt Farber Schreck LLP

Join us from June 29–July 2, 2025, at the Walter E. Washington Convention Center in Washington, DC!

Take advantage of 70+ CPE-accredited sessions, inspiring keynotes, and interactive leadership workshops designed to expand your expertise in government finance.

Conference Homepage

Webinar | November 20, 2024 | 1 pm – 3 pm ET

Details:
Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB’s EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA’s best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Click here to learn more and to register.

Save the dates of January 30 & 31 for the next Advanced Seminar to take place in Birmingham, Alabama.

Planned sessions/topics include:

• Keynote Address by Sunny Wescott, Chief Meteorologist, Department of Homeland Security
• Fireside Chat with Jefferson County, Alabama
• Public Power C-Suite Roundtable
• Climate Resiliency & Water Agency Planning for the Future
• Optimizing Rates & Affordability
• Task Force on Nature-Related Financial Disclosure, Disaster Spending Development & Lessons Learned from ESG
• Utility Mandates to Address PFAS & Energy Demands from the Expansion of Data Centers
• Renewable Inergy Projects: Deal Structure, Financing & Development Challenges
  Prepaid Gas

November 13, 2024 | 9:00 AM – 4:00 PM Eastern | Baltimore, MD

The Advanced Tax Increment Finance Course builds upon curriculum from the Intro Tax Increment Finance Course by focusing more concretely on structuring the deal and developing short- and long-term policies. Attendees will also learn about performance monitoring, feasibility analysis, and using TIF in conjunction with other development finance tools.

This course is taking place as part of CDFA’s 2024 National Development Finance Summit. Learn more about the National Summit here.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Join us in Baltimore, and start down the road to personal and professional advancement today.

Click here to learn more and to register.

Tuesday, November 19, 2024 | 2:00 PM – 3:00 PM

Tax-exempt bond financing offers a powerful tool for manufacturers and 501(c)(3) organizations to fund essential capital improvements at lower interest costs. During this installment of the CDFA // BNY Development Finance Webcast Series, panelists will tap into the core principles of tax-exempt financing for manufacturers and 501(c)(3) organizations, covering key aspects such as eligible issuers, assets, and projects, private business use test, and best practices.

Click here to learn more and to register.

Tuesday, December 17, 2024. | Tue 2:00 PM – 3:00 PM

Through Common Bond Reserve Funds, development finance agencies can issue tax-exempt or taxable revenue bonds on behalf of private borrowers to provide lower interest rates on long-term financing, providing credit enhancement for businesses and projects in need of affordable rates. During this installment of the CDFA // BNY Development Finance Webcast Series, local practitioners will present their Common Bond Reserve Fund program models to demonstrate the potential of this innovative pathway for increasing access to capital.

Click here to learn more and to register.

November 6 – 19, 2024 | 12:00pm – 3:00pm Eastern

Part one of the three-part Accounting Fundamentals Series. Learn the basics of how the electric utility business works, get a grasp on the ins-and-outs of FERC accounting, and review practical examples of how you can use the FERC USoA. Get up-to-speed on how to use the language of the FERC USoA for accounting, how the system is organized, and how it can serve as a reference guide for your work.

Click here to learn more and to register.

publicpower.org

View the webinar.

Hosted by The Bond Buyer and Orrick

October.17.2024

GFOA eLearning Course | November 14, 2024 1pm – 5pm ET

Participants in the 2024 Governmental GAAP Update will:

Get last-minute pointers on standards being implemented now, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences

Be prepared for upcoming implementations of new GASB Statements, including:

• GASB 102, Certain Risk Disclosures
• GASB 103, Financial Reporting Model Improvements
• GASB 104, Classification of Nonfinancial Assets [anticipated]

Learn about the [anticipated] Preliminary Views document on Infrastructure Assets on which you can provide comments to GASB

Get updates about other ongoing GASB standard-setting projects, including several with due process documents expected to be issued in late 2024:

• Going Concern/Severe Financial Stress
• Subsequent Events
• Implementation Guidance Update for 2025

Click here to learn more and to register.

View the Webcast Series.

CDFA | Oct. 8 | Bond Finance | Webcasts

November 21 & 22 | Austin, TX and Virtual

A Comprehensive Overview of Post-Issuance Compliance Rules and Regulations for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

Click here to learn more and to register.

October 28, 29 & 30, 2024 | 1-4:45 pm ET

This course, focused on GFOA’s Best Practices in Debt Management, will help participants better understand how to develop appropriate policies and procedures for issuing debt and overall debt management. In addition to the best practices, the course will feature practical examples, details on recent federal rulemaking, including how it impacts governments, and interactive discussion on the following topics:

• Debt Issuance
• Debt Management
• Selecting Municipal Finance Professionals
• Disclosure Practices and Investor Relations
• Financing Instruments and Techniques

Click here to learn more and to register.

September 30 & October 1, 2024

GFOA Training Center
203 N LaSalle St, Suite 2700
Chicago, Illinois

Click here to learn more and to register.

GFOA’s 6th Annual MiniMuni Conference, October 9–11, will provide an opportunity for finance professionals who work in debt management to hear from leading experts, seasoned practitioners, and regulators on a host of issues that impact municipal issuers. During this virtual event, we’ll host eight sessions, offering up to nine CPE credits. Session topics include municipal securities, leveraging partnerships, market dynamics, FDTA, and more.

View Sessions and Register

September 26, 2024 to September 27, 2024 | Four Seasons New Orleans

Click here to learn more and to register.

October 10, 2024 to October 11, 2024 | InterContinental Kansas City at the Plaza

Click here to learn more and to register.

Tuesday, September 17, 2024 | 2:00 PM – 3:00 PM

The Infrastructure Investment and Jobs Act (IIJA) created two new qualified uses for private activity bonds – carbon capture and broadband – yet few projects have successfully made use of these new categories since the IIJA’s enactment in 2021. During this installment of the CDFA // BNY Development Finance Webcast Series, panelists will provide an overview of these two new categories and illustrate how they might be better utilized in communities across the country.

Click here to learn more and to register.

Registration for the 2024 California Economic Summit is now open! This year’s Summit will be held in Sacramento, CA on October 8-10.

Taking place at SAFE Credit Union Convention Center, the Summit takes a step back to consider the major forces shifting the global economy and how California can and must find new and innovative ways to ensure a more sustainable, resilient, and inclusive future.

We’ll provide big-picture context on global trends, then discuss innovative solutions across manufacturing, housing, infrastructure, and energy—all with the core focus on how our diverse and vibrant regions can work together to build a better future for all Californians.

The Summit’s opening night reception will be hosted by the Latino Community Foundation and CEO Julián Castro; additional confirmed speakers so far include Dr. Kimberly Budil, Director, Lawrence Livermore National Laboratory; Niilo Edwards, CEO, First Nations Major Projects Coalition; Don Howard, President & CEO, James Irvine Foundation; and Francisco Leon, CEO, California Resources Corporation.

Regional tours and specific breakout session details coming soon—subscribe to our newsletter for up-to-date information on the program, additional speakers, and more!

Early bird registration is available until August 31. Register now to join us October 8-10 in Sacramento!

Introducing three new on-demand accounting courses designed for government finance professionals: Generally Accepted Accounting Principles for Grants, Federal Assistance Uniform Guidance (UG), Cost Principles, and Allowable Costs, and Understanding Single Audit.

Enjoy interactive, engaging, and flexible learning at your convenience. Explore our full on-demand course library for more professional development opportunities.

Learn More and Register.

Register now for the NAST Annual Conference!

September 22-25, 2024 in Chicago, IL

Click here to learn more and to register.

November 21-22 | Austin, TX

A Comprehensive Overview of Post-Issuance Compliance Rules and Regulations for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The 2024 Workshop will be a hybrid event, with in-person attendance at the Austin Proper Hotel and a livestream option. The in-person option represents an excellent opportunity for attendees to interact and socialize with other attendees, industry professionals, and the BLX and Orrick team. In addition, through the livestream option, we will make available all content on a virtual platform with the ability for participants to interact with the presenters and other attendees throughout the workshop.

Both the in-person and livestream options will allow participants to replay any of the recorded sessions for up to 30 days after the event.

PROGRAM DESCRIPTION

The Workshop offers timely discussions of topics related to post-issuance compliance for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program with curated and insightful content to assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

Click here to learn more and to register.

The annual Municipal Finance Conference brings together academics, practitioners, issuers, and regulators to discuss recent research on municipal capital markets and state and local fiscal issues. The conference is a joint venture of the Hutchins Center on Fiscal and Monetary Policy at Brookings, the Rosenberg Institute of Global Finance at the Brandeis International Business School, the Mitchell E. Daniels Jr. School of Business at Purdue University, and the Harris School of Public Policy at the University of Chicago. The 2024 conference will be held primarily in person – there will be livestream options for remote viewers – on July 17 and 18 at Brookings Institution.

Watch video.

Did you know that GFOA has approved over 200 best practice statements that serve as the foundation for financial management practices for all governments to implement? Join us virtually, July 29–August 2, as presenters highlight over 20 individual best practices and provide the latest information on current trends, implementation considerations, and essential practices for all governments.

Click here to learn more and to register.

The 2024 Water Finance Conference, a a two-day educational seminar for water utility finance executives, is coming to The Water Tower Global Innovation Hub Aug. 6-7, 2024 in Buford, Georgia.

The Water Finance Conference convenes executive-level utility professionals, including directors, general managers, CEOs, CFOs and city finance managers along with consultants, financial advisors, legal professionals and service providers involved in financing municipal water, wastewater and stormwater systems. Since 2015, the event has been hosted annually by the journal Water Finance & Management, published by Benjamin Media, Inc., in partnership with the National Association of Clean Water Agencies (NACWA).

The conference is tailored to finance professionals. Leading topics covered include rate studies and water pricing; low-income affordability/customer affordability programs; consolidation/regionalization; Bipartisan Infrastructure Law fund implementation; applying federal funding locally; leveraging Clean/Drinking Water SRFs; and regulatory issues affecting utilities, etc. Check out the 2024 agenda.

The Water Tower, a first-of-its-kind nonprofit water innovation hub born out of Gwinnett County Department of Water Resources, celebrated its grand opening in April 2022. The $33.7 million campus is a global hub for water utilities, researchers, companies and other water-related organizations to collaboratively solve critical, real-world water and environmental challenges. The campus features multiple laboratories, a field training center and water technology demonstration areas.

Day 1 on Aug. 6 will conclude with a tour of The Water Tower campus and training centers, followed by an evening reception for attendees sponsored by Kamstrup and USG Water Solutions.

Click here to register. Registration fees increase $100 after July 19. Members of these supporting organizations can receive $200 off via discount code.

The 2024 conference is presented by Main Event Sponsors NACWA, Stantec & Synario, along with sponsors Sustainability Partners, Kamstrup, SmartCover, Wade Trim, Raftelis, MentorAPM and USG Water Solutions.

JULY 2, 2024

BY WFM STAFF

Wednesday, July 17 – Thursday, July 18, 2024

Brookings Institution
1775 Massachusetts Avenue N.W.
Washington, DC
20036

• Attend in person
• Watch Online
• Agenda

On Thursday, June 20, Kutak Rock attorneys Fred Marienthal, Matthias Edrich and Allyssa Wall will present their “Tax Credits and Direct Pay for Clean Energy” as a part of the Colorado Housing Finance Authority’s chfareach webinar series.

In this presentation, Fred, Matthias and Allyssa will inform participants about the Inflation Reduction Act and its clean energy credits. Nonprofits, states, tribal governments, local governments and others can take advantage of tax credits through either direct pay or a transfer of credit. Participants will learn about eligibility for these credits, the potential value and the process for claiming the Investment Tax Credit or Production Tax Credit for their projects.

Click here for more information and to register for the “Tax Credits and Direct Pay for Clean Energy” webinar. The webinar will open at 8:55 am mountain time, and begin at 9 am MT.

Fred has participated in over 1,000 financings aggregating $32 billion and focuses his practice on higher education facility financings, P3 financings, conduit private activity bonds, nonprofit facility financings and multifamily housing revenue bonds. He routinely serves as bond, disclosure and underwriter’s counsel on tax-exempt bond financings for public and nonprofit colleges and universities, charter and independent schools, charitable organizations and housing authorities.

Matthias advises clients on tax structuring of municipal and corporate debt transactions and financing-related section 501(c)(3) exemption matters. He has represented bank lenders and capital markets underwriters, government and corporate issuers, student loan lenders, large hospital systems, housing developers, energy and solid waste recycling companies, manufacturers and various types of section 501(c)(3) nonprofits.

Allyssa joined the firm after serving as a Term Law Clerk in the Eighth Circuit U.S. Courts of Appeals (2019-2020) and as a Judicial Law Clerk in the North Dakota Supreme Court (2018-2019). Her practice focuses on the equity and debt aspects of complex real estate transactions involving low-income housing tax credits, renewable energy tax credits and numerous other related state and federal financing products including tax-exempt bond financing.

June 17, 2024

Has your government implemented a best practice? Please consider sharing your case study at the GFOA’s 119th Annual Conference, June 29-July 2, in Washington, D.C. Almost all GFOA speaking panels include practitioners who can discuss current trends, best practices, and issues at the state or local government level.

Submit Ideas

Webinar | June.13.2024 | 11am – 12pm (Pacific Standard Time)

The medical industry is currently grappling with a surge of cyber threats and security incidents that are putting sensitive patient information and essential services at risk. In the United States, the healthcare field has been particularly shaken by a series of recent ransomware attacks targeting prominent healthcare providers. These represent a troubling trend of “havoc-based attacks” with the potential to undermine key components of the nation’s infrastructure.

Join our upcoming webinar where Thora Johnson, Jenna Magan and Devon Ackerman, Global Head of Incident Response at Kroll will examine the challenges posed by these high-profile cyber incidents, the legal landscape, the role of cyber insurance, and other practical strategies to defend your institution against future attacks.

Register

Hosted by The Bond Buyer and Orrick

December 5-6, 2024 | Nashville, Tennessee

Registration Coming Soon

Details:

Accounting changes and error corrections impact governments regularly. Finance professionals need to be transparent and report the change. However different kinds of changes impact a government’s financial statement reporting in different ways. This session will provide an overview of the accounting and reporting requirements for governments when there are changes to or within the reporting entity, changes in accounting principles, changes in estimates, and corrections of errors. Speakers will emphasize the new display requirements and clarify the requirements for prior periods reported in the Required Supplementary Information (RSI) and Supplementary Information (SI). This webinar will build off of participants’ understanding the government financial reporting model.

Click here to learn more and to register.

Now that the NFMA’s Annual Conference has concluded, attention is focused on the Fall Advanced Seminar on Higher Education to be held on October 17 & 18 at the Omni Shoreham in Washington, D.C.

A planning committee will be assembled in early June with registration set to commence in August.

June 9-12, 2024

Orange County Convention Center
9800 International Drive West Building
Orlando, Florida

Details:
Registration and housing for GFOA’s 118th Annual Conference is now open. The conference will take place on June 9-12, 2024, at the Orange County Convention Center in Orlando, Florida. Join us for 70+ CPE-accredited sessions that will address current issues facing government finance professionals, inspiring keynote sessions, interactive discussions, leadership workshops, and networking opportunities.

IMPORTANT INFORMATION ABOUT THE REGISTRATION PROCESS

GFOA has streamlined the registration process combining both the preconference seminars and full conference registration into a single transactional flow. After clicking the “Register” button below, please select all of your options prior to checking out of your shopping cart. Once you have completed a registration, you will not be able to add or remove products through your GFOA account. To add preconference seminars at a future date, please fill out the selected options on this PDF and submit it to training@gfoa.org. Learn more about the Closing Event and purchase tickets here.

REGISTER

May 17, 2024 | 2 pm – 3 pm ET

Details:
We’re happy to announce over 150 new members to the Utility Finance Forum (UFF) this past month, bringing membership close to 700! To foster connections among our growing community, we’re hosting a virtual Networking Event on May ​17th, and we want you to join us. This event will provide an opportunity to share insights, exchange ideas, and shape the future direction of the UFF. Don’t miss a chance to meet your colleagues from across utility organizations and municipalities, forge new connections, and lay the groundwork for an exciting year ahead!

Member Price: Free
Non-member Price: Free

REGISTER

During this week-long virtual event, July 29 – August 2, GFOA presenters will highlight over 20 individual best practices and provide the latest information on current trends, implementation considerations, and essential practices for all governments. Don’t miss this opportunity to expand your knowledge.

FORUM REGISTRATION

May 15, 2024

GFOA Training Center
203 N LaSalle St, Suite 2700
Chicago, Illinois

Details:

Virtually all state and local governments use capital assets, some of which are essentially unique to the public sector. Properly accounting for these different assets can pose a real ongoing challenge for accounting and auditing professionals. The training will furnish participants with the basic information needed to properly account for capital assets and report them in financial statements prepared in conformity with generally accepted accounting principles (GAAP).

Learning Objectives:

• Those completing this seminar should be able to:
• Identify the major capital asset classes and the specific types of capital assets properly included in each
• Determine the value at which capital assets should be reported and the proper depreciation or amortization for each
• Identify and calculate impairments
• Prepare financial statements that conform to the display and disclosure requirements of generally accepted accounting principles (GAAP) for capital assets
• Identify the essential elements of system design for the management of capital assets, including specific policies related to capital assets.

Click here to learn more and to register.

May 14, 2024

GFOA Training Center
203 N. LaSalle Street, Suite 2700
Chicago, Illinois

Details:

The course will take a comprehensive look at the common investment instruments, including the accounting and required note disclosures for financial reporting in accordance with generally accepted accounting principles (GAAP). The materials will familiarize the participants with a variety of investment instruments, the purpose and the risks associated with each type of instrument, the process for valuing an investment, and the relevant accounting and note disclosures.

Click here to lrean more and to register.

Wednesday, May 01, 2024
2:30 PM – 4:00 PM EDT

The Brookings Institution
Falk Auditorium
1775 Massachusetts Ave NW
Washington, DC 20036

The U.S. Department of Transportation (USDOT) Build America Bureau recently announced an unprecedented grant opportunity: the Innovative Finance and Asset Concession Program. The program makes available $100 million in grants over five years to public entities doing pre-development work to structure public-private partnerships and other innovative finance and delivery mechanisms for transportation and transit-oriented development projects. The grant provides up to $1 million in funding with no local match requirement and an additional $1 million in funding with a match. Eligible applicants are public entities that own, control, or maintain assets that could be enhanced through projects eligible for Transportation Infrastructure Finance and Innovation Act (TIFIA) credit assistance.

For the last couple of years, the Government Finance Officers Association (GFOA) has been working with local governments across the country on a program called Putting Assets to Work (PAW). PAW inventories and maps all of the assets that a local government owns—including surface parking lots, pieces of right of way, and buildings—and helps local leaders think through unique and strategic development opportunities that can generate new revenues without selling assets.

On Wednesday, May 1, Brookings Metro will host the USDOT Build America Bureau and the GFOA Putting Assets to Work team to discuss the Biden administration’s vision and new tools for empowering transit-oriented development, and how local leaders are evaluating the opportunity. Attendees should expect a constructive dialogue on status quo barriers to integrating transportation and land development, yielding an action agenda for how to overcome them.

Attend in Person

Watch Online 

2024 PIC Updates

Join BLX and Orrick on May 7, 2024, for insight on recent tax-exempt bond compliance developments from experts in the public finance and municipal bond industry. Topics to be covered include:

• Washington Update – Hear about the latest legislative discussions happening in DC, including the expiration of many of the provisions of the 2017 Tax Cuts and Jobs Act next year and the potential implications for tax-exempt bonds and tax reform.
• Managing Positive Arbitrage – Currently in the strongest positive arbitrage cycle in more than a decade, get tips for managing compliance and maximizing earnings.
• Opportunities for Investing Bond Proceeds – After a decade of interest rates at or near zero we are finally in an environment with higher rates and possible investment opportunities. A discussion of rates, investment options and balancing yield and potential risk.
• Change In Use of Bond Proceeds – Changes in the way some organizations operate after the pandemic have led to increases in the sale or lease of bond financed facilities. Understand the steps involved to preserve the tax-exempt status of your bonds in the event your organization is considering a change in use of bond proceeds from what was originally stated in the closing documents.
• IRS Enforcement Update – The IRS is adding staff and expected to increase the number of audits of tax-exempt bonds. Learn what your organization can be doing to be prepared.

CPE and CLE credits will be provided. For detailed information, CLICK HERE.

This 1-hour Webinar will take place on May 7 at 11 am PT / 2 pm ET.

Click here to learn more and to register.

Make training a regular part of your organization’s post-issuance compliance program and join us for this educational event.

For additional information on the webinar or the services BLX Group offers to assist you with your post-issuance compliance needs, please contact:

Cynthia Sixtos
csixtos@blxgroup.com
213 612 2207

April 30, 2024 | 2 pm – 4 pm ET

This webinar will discuss the Inflation Reduction Act’s Elective Pay provision, any updates on guidance provided by Treasury, and best practices. The webinar will include lessons learned from early users of elective pay on the process of claiming and receiving the credit.

Click here to learn more and to register.

Webinar | February.29.2024 | 2pm – 3pm (Eastern Standard Time)

After years of low investment returns, positive arbitrage is once again in the spotlight. For issuers, borrowers and financial professionals, it is crucial to refresh our understanding of the arbitrage rebate rules and regulations to safeguard the tax-exempt status of municipal bonds. The ability to navigate the delicate balance between retaining positive arbitrage and complying with federal tax law can translate into real dollars in the current interest rate environment.

Speakers include:

• Barbara League – Partner, Orrick
• Jenna Magan – Partner, Orrick
• Sandra Stallings – COO & Managing Director, BLX
• Alan Bond – Managing Director, BLX

Topics include:

• Pre-issuance considerations: Setting the stage for successful bond compliance.
• Arbitrage challenges: Addressing nuances of calculating and managing arbitrage rebate.
• Arbitrage opportunities: Strategies for keeping positive arbitrage. Recent case studies: Real-world examples illuminating key principles and best practices.
• IRS update: Stay informed on the latest developments and regulatory updates.

Please find a copy of the presentation here and a FAQ sheet answering the questions asked during the presentation here.

Watch the webinar recording here.

March 26, 2024 | 1 pm – 2 pm ET

Details:

The scope of public sector external financial reporting often extends beyond the reporting government to encompass one or more additional legally-separate organizations. This seminar examines the scope of the public sector financial reporting entity.

Learning Objectives:

• Understand the criteria used in establishing a primary government’s financial accountability for a potential component unit
• Identify the two types of fiduciary component units and the criteria for their inclusion in a primary government’s fiduciary funds financial statements

Click here to learn more and to register.

April 10-12 | Mobile, Alabama

Click here to learn more and to register.

National Association of State Budget Officers

March 14, 2024 | 3-4 p.m. ET

April 4, 2024 | 3-4 p.m. ET

Details:

Join the SGF for an update on the ARPA / SLFRF legislation and its impact on small governments. Includes a networking session on April 4.

Learning Objectives:

Attendees will receive updates on the ARPA / SLFRF timeline.
Attendees will be provided with examples of how Non-entitlement Units of Local Government have allocated the funds for various projects.
Attendees will learn how ARPA / SLFRF has possibly changed the mindset of the federal government for disbursing funds to state and local governments.

Member Price:  $35.00
Non-member Price:  $70.00

Click here to learn more and to register.

March 18, 2024 | 1 pm – 3 p. ET

Details: Accounting and financial reporting form an essential component of the informational infrastructure that undergirds state and local government finance. Decisions are only as good as the information that supports them. This training provides an introduction designed to equip participants to better understand state and local government financial reports.

Who Will Benefit: Government professionals with a limited or no background in accounting and financial reporting.

Learning Objectives:

Those completing this seminar will be able to:

• Recognize the role of accounting and financial reporting in the governmental environment.
• Identify the “players” (financial statement users, preparers, auditors)
• Name the “rules of the game” (generally accepted accounting principles – GAAP)
• Identify what fund accounting is and how it works (fund categories and fund types)
• Discern what different funds measure and when they measure it (measurement focus and basis of accounting)
• Recognize the important elements of government-wide financial statements and their relationship to fund financial statements (how does the information differ and why?)
• Ascertain where to look for additional information to help understand the financial statements and how to use that information (annual comprehensive financial report)

Member Price: $85.00
Non-member Price: $170.00

Click here to register.

How do you bridge the gap between development costs and what low-income renters can afford? Among other sources, public funding efforts play a big role in ensuring access to safe and stable housing options for those less fortunate. Rochelle Lento and Jarrod Smith, leaders of Dykema’s Affordable Housing and Public Finance groups, respectively, discuss how their practices intersect to create solutions that funnel money into subsidized housing projects for our communities.

Listen to the podcast.

Dykema

2.22.24

March 28, 2024 | 3 pm – 4 pm ET

Details:

Property tax is the most important source of revenue for local governments. Given that local governments are defined by their geographical boundaries, their property tax revenues are a function of the value of the land within their jurisdiction, and how it is used.

Local assessors are charged with determining the accuracy and fairness of a community’s property tax. Property taxes are often regressive with lower priced properties assessed at a higher value relative to their sale price than more highly valued homes. This means that lower value properties bear a disproportionate burden on the owners of lower value homes. This webinar will explore potential explanations for this pattern as well as possible policy solutions. It will also delve into how local governments can rethink their current land usage patterns, especially ways in which land use planning and finances can be used to boost the revenue productivity of the tax base. Please join us to hear from Chris Berry about issues with the way property tax assessments create persistent inequities, as well as from Fritz Kaegi from the Cook County Assessor’s Office and Dawn Marie Buckland from the Maricopa County Assessor’s Office.

Click here to learn more and to register.

Details:

The seminar will furnish participants with the basic information needed to prepare government-wide financial statements, and the necessary journal entries to convert and consolidate fund financial statements to government-wide financial statements.

Click here to learn more and to register.

December 11-12, 2024

The Meritage

875 Bordeaux Way, Napa, CA

Designed for city officials and staff involved in fiscal planning for municipalities, the Municipal Finance Institute connects finance directors and other municipal finance professionals with the essential information they need for their job.

Finance Directors with a CPA Can Earn Continuing Professional Education (CPE)

Finance professionals who hold a license as a California certified public accountant (CPA) through the California Board of Accountancy will be eligible to earn Continuing Professional Education credits during the institute.

For registration questions, please contact Registrar, Megan Dunn.

For sponsorship questions, please contact Associate Manager, Exposition Sales and Event Sponsors, Amy Wade.

For additional questions, please contact Associate Manager, Event Program, Erin Wylder.

Please see our event and meeting policies.

The National Foundation of Municipal Analysts has opened registration for the 2024 Annual Conference to take place at the Loews Philadelphia Hotel.

To view the program, click here.

To register, click here.

February 28, 2024 | 1 pm – 3 pm ET

Details:

The seminar will furnish participants with the basic information needed to prepare government-wide financial statements, and the necessary journal entries to convert and consolidate fund financial statements to government-wide financial statements.

Who Will Benefit: CFO/Finance Director, Controller, Accountant, Auditor

Learning Objectives:

Those who successfully complete this seminar should be able to:

• Understand the measurement focus and basis of accounting for government-wide financial statements
• Identify the elements and format of each government-wide financial statement
• Perform the necessary conversion and consolidation entries for the government-wide statements

Click here to learn more and to register.

Member Price: $85.00
Non-member Price: $170.00

February 5, 2024 | 1 pm – 2 pm ET

Details:

The calculation of net investment in capital assets has proven challenging to many governments because of the wide variety of transactions and other events that must be considered. This class will begin by providing participants with a conceptual understanding of net investment in capital assets as a classification of net position in multiple reporting units presented in financial statements and annual comprehensive financial reports prepared in accordance with generally accepted accounting principles. Then, those concepts will be applied to example facts and circumstances that are faced by preparers of GAAP-based state and local government financial statements.

Learning Objectives:

• Those who successfully complete this seminar should be able to identify:
• The role of net investment in capital assets as a component of net position
• The reporting units for which a net investment in capital assets is calculated
• Capital vs. noncapital liabilities and deferred resource flows
• Frequent missteps in the calculation of net investment in capital assets.

Click here to learn more and to register.

Fitch Ratings-New York-20 December 2023: Join Fitch Ratings for our virtual 2024 U.S. Public Finance Outlook Series starting on Jan. 4.  Gain valuable insights from Fitch’s USPF sector heads as they delve into the rationale and considerations behind their 2024 sector outlooks.

You can learn more about each event below.

Click here to learn more and to register.

April 10 & 11, 2024 | 8:30 am – 4:30 pm CT

Hyatt Regency Bloomington – Minneapolis
3200 E 81st St
Bloomington, Minnesota

Details:
This course, focused on GFOA’s Best Practices in Debt Management, will help participants better understand how to develop appropriate policies and procedures for issuing debt and overall debt management. In addition to the best practices, the course will feature practical examples, details on recent federal rulemaking, including how it impacts governments, and interactive discussion on the following topics:

• Debt Issuance
• Selecting Municipal Finance Professionals
• Disclosure Practices and Investor Relations
• Financing Instruments and Techniques
• Federal Securities and Tax Laws Applicable to Issuers of Municipal Debt
• Ongoing Debt Management

Click here to learn more and to register.

January 23, 2024 | 8:30 a.m.-4:30 p.m. ET

Grand Hyatt DC
1000 H Street
Washington, District Of Columbia

Details:

When we talk about developing a budget that supports a thriving community, we often spend most of our time and energy thinking about the expenditure side of the equation: what are the local government’s priorities and goals and how much is it going to spend to achieve those goals? The revenue side of the equation is just as important to building a strong financial foundation that supports a thriving community, though. In this course, learn how to evaluate your local government’s revenue portfolio using the five pillars of the Financial Foundations Framework.

Please note that this course is not focused on the technical aspects of forecasting revenue.

Click here to learn more and to register.

January 10-12, 2024

Details:

This seminar will provide participants with an opportunity to acquire hands-on, practical implementation of GFOA’s best practices in school budgeting. The program is structured around the new best practices in school budgeting, which include guidelines to develop a comprehensive budget process that fosters collaboration between academic and finance staff to develop strategic goals and allocate scarce resources accordingly. The end goal of the new budget process focuses on aligning these scarce resources to focus on optimizing student achievement. In addition to the best practices, tools from GFOA’s Smarter School Spending website will be highlighted and used as examples for participants to better understand and apply to their own budgets.

Click here to learn more and to register.

January 9-11, 2024

Details:

This program is designed to familiarize participants with the format and contents of an annual comprehensive financial report (ACFR) prepared in accordance with generally accepted accounting principles (GAAP) and GFOA’s Certificate of Achievement award program criteria. Attendees will examine in detail each section of an ACFR, in order to understand the required format and necessary information to be included in each. Each training module will focus on specific sections of an ACFR and feature both presentation and interactive discussion/exercises.

Click here to learn more and to register.

December 14, 2023 | 1 pm – 5 pm ET

Details:

GFOA will offer its 2023 Governmental GAAP Update on November 2, 2023 and December 14, 2023, using GFOA’s online learning management system (LMS).

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services Center staff. Four CPE credits will be awarded with your participation.

This year’s event will cover:

Last-minute pointers on standards being implemented now, including on Subscription-Based Information Technology Arrangements, Public Private and Public-Public Partnerships and the 2022 Omnibus

Upcoming implementations new GASB Statements

• GASB 100, Accounting Changes and Error Corrections
• GASB 101, Compensated Absences
• [Anticipated] GASB 102, Risks and Uncertainties Disclosures

New GASB implementation guidance

Be prepared for your upcoming financial statement and federal funds Single Audit

Special Segment – Panel Discussion

• Successful strategies for hiring to fill accounting and auditing positions

Click here to learn more and to register.

December 5, 6 & 7, 2023 | 1-4 pm ET

This course offers attendees a comprehensive agenda of the concepts and techniques needed to effectively manage their investment portfolios. This two-day course highlights the importance for governmental entities to have a robust investment policy and corresponding procedures, and brings attention to GFOA’s best practices related to investing. Through interactive activities and classroom presentations, attendees will gain a better understanding of the various elements of an investment program, whether the portfolio is managed internally or externally. Topics covered include:

• Investment Program
• Investment Policy
• Cash Flow Forecasting & Investing
• Roles and Responsibilities of Internal and External Professionals
• Investing Strategies
• Investment Reporting
• Performance Measurement and Benchmarking
• Internal Controls
• Case Studies
• Market Update

Click here to learn more and to register.

December 12, 2023 | 1 pm -3 pm ET

Many governments accept credit and debit card payments for the variety of taxes and fees imposed on citizens and users. In the public sector there are a variety of special considerations that must be addressed if governments wish to accept credit and debit cards as payment methods.

Some of the key considerations related to accepting credit and debit cards include:

• Whether cards can be accepted for all or some government services
• Understanding the costs and rules that are in place for governments to accept credit/debit cards
• Managing upgrades and opportunities presented through technology changes

In addition, governments must be aware of the Payment Card Industry (PCI) Data Security requirements and the general fraud and security risks associated with accepting credit cards.

This session will provide attendees with insights from industry experts, case studies, and discussion questions focused on the numerous issues related to accepting credit and debit card payments that are in play for governments of all sizes and types.

Click here to learn more and to register.