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Information and Products by this Presenter

Bill Menozzi

Director, Public Finance

PTMA Financial Solutions

Bill Menozzi joined PTMA Financial Solutions in September 2025. Bill joins the firm with more than 15 years of experience in school finance and operations across Minnesota districts. Bill has a Certified Administrator of School Finance and Operations (SFO) designation from the Association of School Business Officials (ASBO).

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Product Type
Workshop

2026 Fall Conference & Trade Show

Presenters:
Lori S Volz |  Andrew Adams |  Derrick Agate, Sr. |  Jay Staley |  Carl Allen |  Kim Franta |  Jody Andres |  Michelle Sagedahl |  ....
Duration:
2 In-Person Days & 8 Encore Sessions

Thu, Nov 05, 2026 - 7:30 AM to Fri, Nov 06, 2026 - 2:50 PM CST

More info   Add to Cart

Tags: Events Fall Conference

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Product Type
On Demand

Certification: Cash Management & Investing

Presenters:
Steve R Pumper |  Michael Hart |  Bill Menozzi
Duration:
2 Hours 23 Minutes
Format:
Audio and Video
Original Program Date:
Apr 29, 2026
Short 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 st...
Price:
$65.00 - Base Price
More info  Add to Cart

Tags: Certification Events Fall Conference

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