Educational Opportunities for Government Investment Professionals

California Debt and Investment Advisory Commission
Spring 2010 Seminar Schedule

Debt Seminar 2: Mechanics of a Bond Sale
February 4-5, 2010
Oakland Marriott City Center
Oakland, California
Cost: $350 (public employees)
Cost: $500 (private sector representatives)
Registration deadline: January 8, 2010 or until filled

Speakers provide advice on steps for evaluating debt capacity and establishing a debt management policy. The course discusses how to develop the bond documents. Panels address managing fund accounts, investing bond proceeds and administering the debt over the term of the instrument. This is the second of a three-course series on debt management. The seminars can be taken in any sequence.

Debt Seminar 3: Living with an Issue
March 11-12, 2010
Doubletree Hotel Berkeley Marina
Berkeley, California
Cost: $350 (public employees)
Cost: $500 (private sector representatives)
Registration deadline: February 11, 2010 or until filled

You’ve issued your debt—now what? This course describes the steps for managing debt over the next few decades. Speakers discuss the indenture documents and continuing disclosure requirements associated with out-year administration. They describe the steps for managing bond proceeds, arbitrage and reserve accounts. Panels cover evaluating refunding options and managing variable rate debt.

ABCs of School Debt Financing
April 9, 2010
Hilton Concord
Concord, California
Cost: $250 (public employees)
Cost: $400 (private sector representatives)
Registration deadline: March 9, 2010 or until filled

This seminar is tailored to school officials seeking an understanding of debt finance—from planning the debt program to on-going administration and regulatory compliance. The speakers present fiscal management concepts, considerations before issuing debt, statutory requirements and out-year debt management strategies.

Fundamentals of Land-Secured Finance
April 23, 2010
Hilton Ontario
Ontario, California
Cost: $250 (public employees)
Cost: $400 (private sector representatives)
Registration deadline: March 23, 2010 or until filled


This seminar focuses on financing through the use of Mello-Roos district and assessment districts. It covers how to form a district, issue debt and administer the liens. Panelists discuss how the district should evaluate the use of alternative debt instruments. Hear expert advice on how to comply with federal regulations and state law.

Thinking of Diving into a Bond Pool?
May 21, 2010
Renaissance Long Beach Hotel
Long Beach, California
Cost: $250 (public employees)
Registration deadline: April 21, 2010 or until filled

Bond pools are a cost effective way for local governments to issue debt. This seminar addresses what to consider before joining a pool, which pool is right for your needs and what kinds of services an entity can expect from a pool. The seminar also covers an issuer’s disclosure responsibilities when participating in a pool.

For more information about CDIAC programs visit www.treasurer.ca.gov/cdiac or call CDIAC at (916) 653-3269. Register for seminars on-line at CDIAC’s website using Visa or MasterCard.