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County Investment Academy Conferences and Training


You do not have to be a member of the Academy to participate in the annual education conferences or training. All programs are open to all county officials and staff.
 
Both the annual County Investment Academy and the Texas Public Funds Investment Conference curriculum comply with the training requirements of the Public Funds Investment Act. CPAs, auditors, treasurers, clerks and commissioners may also earn credit toward mandatory continuing education requirements.

Basics of County Investments Course ― Held annually in February. Successful completion of this course is required for admittance into the Academy. The course meets the education requirements of the Texas Public Funds Investment Act and includes basic laws and regulations governing investment operations. Presentations will cover products and services in the public funds markets and updates on the latest laws and strategies.

Academy membership or completion of the Basics of County Investments course is not required to attend other Academy trainings.
 
Conference of the County Investment Academy ― Held annually in June. It provides 15 hours of County Investment Academy continuing education. Investment officers, economists and other experts discuss the influences on the current economy and timely trends in investing and provide the most up-to-date information on the economy, monetary policy, ethics, municipal bonds and an in-depth understanding of local government pools. Breakouts offer both basic- and advanced-level sessions.

Texas Public Funds Investment Conference ― Held annually in November. It provides 10 hours of County Investment Academy continuing education. Experts from the financial industry and seasoned investment officers discuss the U.S. Economy, Letters of Credit, Municipal Bonds and Federally Insured Cash Account. It features basic and advanced tracks with topics to meet county investing needs.