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Tags: Essentials
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.
Danny is based in Minneapolis where he manages client relationships and supports school districts with investment advisory and consulting services. His responsibilities include cash flow analysis, investment policy development, strategy implementation, and technical support related to client portfolios. Danny also delivers training to help clients navigate investment planning and execution.
