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Texas Association of Counties
Education & Events
Calendar of Events
2025
Basics of County Investments Course
Agenda
Basics of County Investments Course
March 04, 2025 - March 07, 2025
Multi-day
08:30 AM - 12:20 PM
Embassy Suites by Hilton Dallas-Frisco Hotel & Convention Center
7600 John Q. Hammons Drive
Frisco, TX 75034
Contact Deanna Auert or Amy Lawson at (800) 456-5974.
Contact Us
Registration
Overview
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Continuing Education
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Tuesday, March 4
Wednesday, March 5
Thursday, March 6
Friday, March 7
Print
Viewing All Tracks
Viewing All Tracks
8:30 a.m. - 10:30 a.m.: Registration Opens
Frisco Ballroom Foyer
10:30 a.m. - 10:45 a.m.: Program History County Investment Academy Standards – Section 1
10:45 a.m. - 11:05 a.m.: Schematic of County Operations – Section 2
11:05 a.m. - 11:50 a.m.: Fiduciary Relationships – Section 3
11:50 a.m. - 12:50 p.m.: Lunch
Frisco Ballroom 5
12:50 p.m. - 1:50 p.m.: Public Funds Investment Act – Section 4
1:50 p.m. - 2 p.m.: Break
2 p.m. - 3 p.m.: The Federal Reserve & The Economy – Section 5
3 p.m. - 3:10 p.m.: Break
3:10 p.m. - 4:25 p.m.: Depository Contracts & Valuing Collateral – Section 6
Viewing All Tracks
Viewing All Tracks
8 a.m. - 9 a.m.: Cash Flow Forecasting – Section 7
9 a.m. - 9:10 a.m.: Break
9:10 a.m. - 10:50 a.m.: Investment Policies & Strategies – Section 8
10:50 a.m. - 11 a.m.: Break
11 a.m. - 12:15 p.m.: Structure of Securities – Section 9
12:15 p.m. - 1:15 p.m.: Lunch
Frisco Ballroom 5
1:15 p.m. - 2:30 p.m.: Eligible Securities and Hierarchy of Issuers – Section 10
2:30 p.m. - 2:40 p.m.: Break
2:40 p.m. - 3:55 p.m.: Discussion of Risk – Section 11
3:55 p.m. - 4:05 p.m.: Break
4:05 p.m. - 5:05 p.m.: Investment Reporting – Section 12
Viewing All Tracks
Viewing All Tracks
8 a.m. - 9:30 a.m.: Security Selection – Section 13
9:30 a.m. - 9:40 a.m.: Break
9:40 a.m. - 10:40 a.m.: Evaluating Broker Client Relationships – Section 14
10:40 a.m. - 10:50 a.m.: Break
10:50 a.m. - 11:50 a.m.: Review – Section 20
12:50 p.m. - 4:40 p.m.: HANDS-ON WORKSHOP
11:50 a.m. - 12:50 p.m.: Lunch
Frisco Ballroom 5
12:50 p.m. - 3 p.m.: Recordkeeping, Trade Verification, Settlement, Clearance & Safekeeping – Section 15
3 p.m. - 3:10 p.m.: Break
3:10 p.m. - 4:10 p.m.: Basic Investment Accounting – Section 16
4:10 p.m. - 4:40 p.m.: Internal Operational Controls – Section 17
Viewing All Tracks
Viewing All Tracks
8 a.m. - 10:15 a.m.: Rate of Return Exercise – Section 18
10:15 a.m. - 10:30 a.m.: Break
10:30 a.m. - 12:30 p.m.: Math of Finance Yield to Maturity – Section 19