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On Demand

Certification: Cash Management and Investing


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

Presenters:
Danny Nelson Jr. |  Stacy Childers
Duration:
2 Hours 16 Minutes
Format:
Audio and Video
Original Program Date:
May 08, 2024
Access:
Never expires.



Description

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, offers practical information to assist members in excelling in their profession. Although this course is part of the certification program, it is open to all members.

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.

Handouts

Presenter

Danny Nelson Jr.'s Profile

Danny Nelson Jr. Related Seminars and Products

Director

MSDLAF+/PFM Asset Management LLC


Danny Nelson is a Director at PFM Asset Management where he manages relationships for municipal governments in Minnesota. He provides investment advisory services, develops investment policies, helps with cash flow analyses, and monitors guidelines/strategy implementation. Danny provides public entities with training, technical, and analytical support with respect to clients’ investments.


Stacy Childers Related Seminars and Products

Senior Managing Consultant

PFM Asset Management LLC