Debt Management

♦ Sponsored by SMC Terminus Group and PFM.♦

Jan. 24-26, 2018, 8:30 a.m. – 4:30 p.m.

Register  (Deadline Jan. 9.)

Course Description

Whether debt is short- or long-term, governments need solid, comprehensive strategies to help ensure it contributes to overall fiscal health. This course introduces policies and best practices for the issuance, use, and management of an organization’s debt. No advance preparation is needed, but knowledge of Excel is recommended. Download course flyer.

Learning objectives:

  • Develop and evaluate an organization’s debt policy
  • Understand debt issuance including process selection, bond type selection, and debt structuring
  • Learn the issuer’s legal disclosure responsibilities to investors
  • Understand IRS regulations governing debt issuance, use and investment of debt proceeds

This course covers key content tested by GFOA's Debt Management exam, one of the five exams required for the CPFO certification. Additionally, participants can earn up to 24 CPE credits (20 in finance and four in business law) for this course through the National Association of State Boards of Accountancy (NASBA). For NASBA purposes, it is categorized as an intermediate-level, "group-live" course. At the end of this course, students will receive a certificate of completion for the Debt Management course. All six courses are required to receive the Center for State and Local Finance's Certificate in Public Financial Management.

Lead Faculty

hildrethb_0.jpgBart Hildreth
Professor, Department of Public Management and Policy
• Serves as the editor-in-chief for the Municipal Finance Journal
• Former member of the Municipal Securities Rulemaking Board

Guest Speakers

Darrell Smelcer
Technical Advisor, Office of Tax Exempt Bonds, Internal Revenue Service/Topic: Arbitrage
Michael Kozlarek
Partner, Parker Poe/Topic: Debt Disclosure

Panelists

Leif Chase
Industry Manager, J.P. Morgan
Paul Nolan
Head of Municipal Research, Asset Preservation Advisors

 

Have additional questions? Check out CSLF’s frequently asked questions.