Conference of School Board Investment Officers

Welcome to the Conference of School Board Investment Officers! This event brings together investment officers from school boards nationwide to discuss strategies, challenges, and opportunities in managing educational funds. Join us for an engaging and informative gathering where you'll have the chance to connect with peers, learn from industry experts, and exchange insights on best practices.

Join Us Today

Welcome to the Conference of School Board Investment Officers! This event brings together investment officers from school boards nationwide to discuss strategies, challenges, and opportunities in managing educational funds. Join us for an engaging and informative gathering where you'll have the chance to connect with peers, learn from industry experts, and exchange insights on best practices.

 

Event Information

Gain valuable insights from renowned experts in finance, education, and investment management. Our keynote speakers will share their perspectives on the current landscape and future trends affecting educational investments.

Program Outline

The program outline can be access through this link

Download Program

Speakers

John Smith

Throughout his career, John has demonstrated a strong commitment to prudent financial stewardship and maximizing returns while managing risk. He has successfully implemented innovative investment strategies to optimize portfolio performance and ensure long-term sustainability.

Qualify for CPD Hours

6 CPD Points

Cancellation Policy

Cancellation Policy

  • The event will be run in accordance with all relevant Government health orders.
  • If you are unable to attend due to a positive COVID test or being identified as a close-contact and can show us proof, your ticket can be either refunded or we can provide you with access to a Livestream ticket.
  • There will be no refunds issued for live-stream tickets..
  • All cancellations must be made in writing (email)
  • Registrations cancelled more than 60 days before the event will be refunded 80% of the registration fees.
  • Registrations cancelled less than 60 but more than 30 days before the event will be refunded 50% of the registration fees.
  • Registrations cancelled less than 30 days before the event will not be eligible for a refund.
  • Substitute delegates are welcome; however the NAA must be advised in writing (email) of any substitute delegates who will be attending.
When
18/01/2025
Where
Swanston St & Flinders St Melbourne 3000 AUSTRALIA

Program

Wednesday, 30 September 2020

Description
Delegate Assembly
The annual Assembly represents members’ interests before state and national policy makers, and is the foundation of the Association’s governance structure.
Time
10:00 AM - 12:00 PM
10:00 AM
Public Funds Investment Act
Investment officers are faced with the same questions each year • is this investment safe enough, does our district have enough liquidity, and am I doing the right thing for the Public. The Public Funds Investment Act was enacted to insure that public funds are protected and risk-adverse. In this session, we’ll go through the Public Funds Investment Act and ways to help your district maintain the safety and liquidity that is so important when managing public funds.
Time
10:00 AM - 11:00 AM
10:00 AM
Global Economy
The session will discuss how the global economy can affect the investments available to Texas school districts
Time
1:00 PM - 4:00 PM
1:00 PM
Texas Economy
The current state of the Texas economy will be discussed. A full offering of economic statistics and analysis will be provided, as well as the outlook for Texas' economy.
Time
1:00 PM - 4:00 PM
1:00 PM

Thursday, 01 October 2020

Description
Internal Investment Controls
The Public Funds Investment Act requires school districts, in conjunction with their annual financial audit, to perform compliance audits and adherence to the district’s investment policy. This session will review the types of audits required and provide tools to improve your ability to assess your school district’s management controls over the investment program.
Time
9:00 AM - 12:00 PM
9:00 AM
Risk and Diversification
In this session we will discuss various types of risk, including: security risks, strategy risks, and market risks. We’ll also address various ways to diversify your portfolio and minimize risk.
Time
11:00 AM - 11:30 AM
11:00 AM
Investing Bond Proceeds
This session will discuss options for investing bond proceeds within the Public Funds Investment Act and how investing bond proceeds differs from investing your operating funds.
Time
1:00 PM - 3:00 PM
1:00 PM