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Danny Nelson Jr.

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.

Product Type
On Demand

Essentials Monthly Briefing: Preparing a Cash Flow Spreadsheet


Presenters:
Danny Nelson, Jr.
Duration:
1 Hour 1 Minutes
Format:
Audio and Video
Original Program Date:
Mar 14, 2023
Short Description:
This webinar will provide the process and benefits of creating and maintaining a cash flow spreadsheet. Participants will learn the basics with regards to knowing their school district’s cash flows, ...
Price:
$25.00 - Base Price

Tags: Essentials

Product Type
On Demand

Certification: Cash Management and Investing


Presenters:
Danny Nelson, Jr. |  Stacy Childers
Duration:
2 Hours 16 Minutes
Format:
Audio and Video
Original Program Date:
May 08, 2024
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 str...
Price:
$65.00 - Base Price

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