Texas Public Funds Investment Conference

November 4 - 6, 2020

The wellbeing and safety of TAC's members is the first priority. In responding to calls for slowing the spread of COVID-19, TAC has transformed the Texas Public Funds Investment Conference, originally scheduled for in Houston, into a virtual event that will now take place Nov. 4-6.

For more information, contact Deanna Auert or Nino Miranda at (800) 456-5974.

The well-being and safety of TAC's members are our top priorities. In response to calls to slow the spread of COVID-19, we have transformed the Texas Public Funds Investment Conference, scheduled for Nov. 5-6 in Houston, into a virtual event. It is still our intention to return to in-person conferences as soon as it is safe to do so.

Join us as we explore a new way to help you piece together the puzzle of your county's investment options. Experts from the financial industry discuss the influences on the current economy and timely trends in investing. The conference will be the same premier event that we have been planning — just transformed into a virtual experience. We will still be able to engage with one another, but within a safe digital platform.

This training is open to all county officials and staff who want to learn more about county investment operations.

LEARNING OUTCOMES

Participants successfully completing this conference can:

  • Discuss liquidity estimating;
  • Gain a more in-depth understanding of investment strategies for today's environment;
  • Discuss cybersecurity and the current attack trends used by hackers and fraudsters; and
  • Analyze factors influencing the U.S. economy.

Education Co-Sponsor: McCoy College of Business Administration at Texas State University

The Texas Public Funds Investment Conference helps you piece together the puzzle of your county’s investment options. Experts from the financial industry discuss the influences on the current economy and timely trends in investing. This training is open to all county officials and staff who want to learn more about county investment operations.

Continuing Education/Prerequisites

The McCoy College of Business Administration at Texas State University is the conference's education co-sponsor. There are no prerequisites for attending this program.

The conference presents 10 hours of investment education required by Section 2256.008 of the Public Funds Investment Act. Ten hours of continuing education credit are available for Public Funds Investment Act compliance and for members of the County Investment Academy. Credit approval is pending for commissioners, county and district clerks, tax assessor-collectors, treasurers, auditors and CPAs.

County Investment Academy

The County Investment Academy is a partnership between the Texas Association of Counties and the McCoy College of Business Administration at Texas State University to work together in the planning of education programs for county officials and employees.

  • Membership in the Academy is acquired through completion of the Basics of County Investments Course, or completion of a previous County Investment Officer (CIO) Level I course.
  • Fifteen Academy hours per calendar year are required to maintain membership, with five outside hours and five carryover hours allowed per year.

Registration Fees

Registration Type Early Bird After Oct. 14th
County Official or Employee $160 $185
City, School or Special District $215 $240
Non-Government $500 $500

Please make checks payable to Texas Association of Counties

All rooms reservations made in the group block at Westin Houston Hotel, Memorial City have been cancelled. If you had a reservation outside of the group blocks, please call the hotel directly to cancel.

Wednesday, Nov. 4
11 a.m.-1 p.m. Access event platform
1-5 p.m. General Sessions
Thursday, Nov. 5
7:30 a.m. General Sessions
Friday, Nov. 6
7:30 a.m. General Sessions

*Agenda subject to change

The McCoy College of Business Administration at Texas State University is the education co-sponsor of the 2020 Texas Public Funds Investment Conference.

Type Hours
CPAs/Auditors Pending
Treasurers Pending
Clerks Pending
Commissioners Pending
County and District Clerks Pending
Tax Assessor-Collectors Pending

 

All cancellation and refund requests must be received in writing (fax or email acceptable). Refunds requested before Oct. 14 are subject to a $10 processing fee. Refunds after Oct. 14 will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after Nov. 13. Please email Nino Miranda at ninom@county.org or fax (512) 477-1324 to cancel your conference registration.

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