PFM’s Fundamentals of Public Finance Seminar offers several single session learning opportunities scheduled over several weeks on a virtual basis.
The virtual seminar covers a broad range of topics, including:
- Basic public finance concepts
- The capital markets with a focus
on municipal debt markets - Key market participants
- Municipal credits
- Capital structure development
- The analytics and processes associated with sizing, structuring, marketing, and pricing municipal bonds
- Pension and OPEB funding considerations
- Derivative products such as interest rate swaps
- Strategic budgetary consulting and planning
- Treasury management consulting
- Optimizing Federal Funding Opportunities
Please click on "Learn More" for additional information regarding courses and CPE credits offered.
Learn MoreFormat & Content
April - May 2024
Participants may select any combination of available courses to attend, allowing for a customized learning experience.
Introductory Session (Required for All)
- Understand the goals of the seminar
- Review logistics, expectations, and structure
- Overview of topics
COURSES:
- Finance Basics – Time Value of Money & the Yield Curve
- Municipal Bond Basics
- The Basics of Refunding Bonds
- Tax Reform - Municipal Market Update
- Budgeting for Equity
- Introduction to Munite® & Investor Relations
- PFM: Diversity, Equity & Inclusion Update & MWBE Firms
- Synario - A New Way to Do Financial Modeling
- Retirement Finance & OPEBs
- Swap Introduction, Applications, & Monitoring
- Bond Pricing
- Alternative Project Delivery & P3's
- Introduction to Economic & Real Estate Consulting
- Municipal Advisory Regulations & Contracts Overview
- Optimizing Federal Funding Opportunities
- Treasury Management Update
Logistics
Attendees register for individual course offerings. Upon registration, attendees will be provided details, a calendar invite, and links to join courses. Courses will be hosted through Microsoft Teams. Attendees do not need to download Microsoft Teams to attend and can simply join from their browser.
CPE Credit Requirements
Most courses that are offered through the seminar provide attendees with the opportunity to receive NASBA CPE credits through attending. As part of this process, attendees will be required to attend the course in its entirety, answer in-course content-related questions, and complete a course-specific survey that will be emailed after completion of the course. It is possible to earn CPE credit during each course, except where specified. Please reference our CPE document for more detailed information.