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Live Event

Certification: Cash Management & Investing


Total Credits: 3.0 including 3 Board of School Administrators Credit(s), 3 MASBO Credit(s)

Presenter:
Steve R Pumper
Duration:
3 Hours
Access:
Never Expires.

Dates



Description

This session will discuss in detail the different kinds of investments available to school districts, along with liquidity, investment policy, and Minnesota legal requirements. Cash flow management strategies will also be reviewed, including short-term borrowing and arbitrage.
 
This in-person course will be recorded and will be available to be viewed on demand. This will require a different registration.  Registration for the on-demand course will be available when the recording is posted—this should be within one week of the in-person date. Members will then have 90 days to register and view this course for credit toward their certification.

Completion Criteria

To complete this workshop and receive the 3 MASBO and BOSA credits, you must attend no less than 90% of a session to be marked complete, and take the course test after the session is full. A link to the test can be accessed by clicking on the Completion and Certificate button. A score of 70% or higher on the test is required for successful completion of the course towards your certification program requirements. This session will be recorded for on-demand viewing 90 days after the original presentation date. Once the session has been viewed live or virtually, you have 30 days to complete your test to put it towards certification.  

Certification Program Requirements

The Minnesota Association of School Business Officials has established a voluntary certification program for all MASBO members and nonmembers. The courses are designed to train current and prospective school business officials, offering practical information to help members excel in their profession.

All Certification Courses are open to all members. However, an application for the Certification Program must be completed before attending the course to ensure participation in the program.

Presenter

Steve R Pumper's Profile

Steve R Pumper Related Seminars and Products

Sr. Vice President

PTMA Financial Solutions


Steve Pumper joined PTMA Financial in July of 2009. Prior to joining PTMA, Steve worked as a school business manager in Minnesota schools for 22 years. He brings that experience in helping PMA develop services that are beneficial to the Business Manager in the field. Steve is a Registered Representative with FINRA and holds his series 7, 50 and 63 securities licenses.


Location & Lodging

DECCLocation

Duluth Entertainment Convention Center (DECC)
350 Harbor Drive
Duluth, MN

This certification course will be held during MASBO's Annual conference. You do not need to attend the conference to attend the certification course, but many members choose to register for both. The conference will be held at the Duluth Entertainment Convention Center (DECC). conveniently located in beautiful Canal Park. The Visit Duluth website has many links to different experiences, restaurants, itinerary ideas, and other helpful information. 


Conference Information

The conference will be held April 29 – May 1, 2026, kicking off on Wednesday, April 29, with an optional pre-session and certification course in the morning, and officially starts with lunch.  After sessions and the trade show on Thursday, April 30, the conference concludes on Friday with morning breakouts and lunch.  

All conference events and activities, other than the Thursday evening Duluth Dine Around Dinner and the networking event, will be held at the DECC. Canal Park hotels are within an easy, short walk to the DECC. MASBO provides a conference shuttle between the DECC and Canal Park hotels during key conference passing times. Many of the conference hotels have their own shuttle service available, as well, and parking is also available at the DECC.

 

Hotels

Each of the following hotels has a room block for the conference. The conference hotels offer a range of amenities and price points to accommodate the needs of all MASBO members. If you are making your reservation by phone, request the MASBO room block to receive our discounted room rate.

Important: If you are using a credit card that does not have your name on it, the hotels require a signed authorization form at check-in.

 

Conference Hotels

MASBO has also secured limited room blocks at the following hotels.

SOLD OUTCanal Park Lodge 
250 Canal Park Drive, Duluth
Book by phone: 218-279-6000

$159-$259/night
Block Closes: April 28, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form

Hampton Inn Duluth Canal Park
310 Canal Park Drive, Duluth
Book by phone: 218-720-3000

$179-$199/night
Block Closes: April 6, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form

SOLD OUTLift Bridge Lodge
408 Canal Park Drive, Duluth
Book by phone: 218-727-1378

$199-$229/night
Block Closes: March 27, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form

SOLD OUTInn on Lake Superior 
350 Canal Park Drive, Duluth
Book by phone: 218-726-1111

$200-$230/night
Block Closes: April 3, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form

Pier B
800 West Railroad Street, Duluth
Book by phone: 218-481-8888
Refer to block #MNAS2826 when reserving your room

$199-$209/night
Block Closes: March 29, 2026
Breakfast options available for purchase

Download Credit Card Authorization Form

The Suites Hotel
325 South Lake Street, Duluth
Book by phone: 218-727-4663

$135-$175/night
Block Closes: April 3, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form

Holiday Inn & Suites Duluth - Downtown
200 West First Street
Duluth, Minnesota 55802
Book by phone: 218-722-1202
Book Online

$153/night
Block Closes: March 29, 2026
Breakfast options available for purchase

Download Credit Card Authorization Form

Fairfield by Marriott
1000 Minnesota Ave
Duluth MN 55802
Book by phone: 218-722-6001
Book Online

$184/night
Block Closes: March 28, 2026
Includes complimentary breakfast

Download Credit Card Authorization Form