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Essentials Monthly Briefing: Cash Management


Category:
Finance |  Business Manager
Presenters:
Carole Loehr |  Danny Nelson
Duration:
56 Minutes
Format:
Audio and Video
Original Program Date:
Mar 10, 2020
Access:
Never expires.


Tag: Essentials


Description

This session provides the process and benefits of creating and maintaining a Cashflow Spreadsheet. A Sample Cashflow Spreadsheet is provided for you to get started and from the Sample Cashflow Spreadsheet you will be able to create a Spreadsheet specific to your school district’s cash flow needs.

Credits



Presenter

Carole Loehr Related seminars and products

Senior Managing Consultant

MSDLAF+/PFM Asset Management LLC


Danny Nelson Related seminars and products

Senior Managing Consultant

MSDLAF+/PFM Asset Management LLC


Danny Nelson is a Director at PFM Asset Management LLC who manages relationships for public agencies in Minnesota. In helping clients with their investment needs, his current responsibilities include: cashflow modeling; developing investment policies; evaluating performance; providing economic summaries and research; monitoring guidelines; and portfolio strategy implementation.
 


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