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Managing Your Investments in a Challenging COVID-19 Environment
Published by Florida Association of Special Districts




Summary
There many factors that impact a Special District’s investments and treasury operations, especially given the new investment and economic landscape as a result of the COVID-19 crisis. The core principles of an investment strategy remain–safety, liquidity and yield. It is vital that Special Districts and their Finance Officers fully keep up-to-date on market conditions, current events, investment products and the current banking environment to ensure access to liquidity while maintaining longer-term investment objectives. Special District’s revenue and interest projections will be under stress along with uncertainties of how related pandemic expenditures may impact budgets. Many will be working remotely, how do we maintain proper authorizations and communications during this challenging time in our history?

CDO Candidates will get one hour credit in the Financial Management & Audits category.

Certified Officials and Managers get one CEU for recertification.

Presenters
Jeff Kern
VP, Sales & Relationship Management - PMA Financial Network, LLC | PMA Securities, LLC
Jeff joined the firm in 2019 and is responsible for sales and relationship management throughout Florida for FL SAFE/PMA products and services. He has over 34 years of experience working in the government sector, Lee County and Sarasota County, with...More
Rene’ O'Day
Senior Vice President, Sales & Relationship Management - PMA Financial Network, LLC | PMA Securities, LLC
Rene’ joined PMA in 2015 and is responsible for all sales and marketing efforts of FL SAFE/PMA products and services in Florida for Participants, prospects and clients. She is a proven Relationship Manager specializing in government banking, finance...More
Originally Published
July 28, 2020

Program Titles and Supporting Materials
This program contains the following components:
  1. Managing Your Investments in a Challenging COVID-19 Environment - Video
  2. Managing Your Investments in a Challenging COVID-19 Environment - Paper

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  


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Financial Management & Audits (Credit: FASD)
Published on 7/21/2020
Ameris Banking Program for Special Districts
Published on 1/14/2020
 
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