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Basics of County Investments Course

February 13, 2018
February 16, 2018

Embassy Suites Hotel and Conference Center
1001 E. McCarty Ln.
San Marcos 78666
(512) 392-6450​

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

In today’s economy, sound management of county financial assets can mean the difference between an embarrassing financial disaster and investment returns that supplement precious tax dollars. Prudent, professional management of public funds requires specialized knowledge and expertise. Investment laws, the state of the economy and other factors must be taken into consideration when developing a county’s financial strategy. Proper and frequent training for public funds investors can prevent costly errors.

The Basics of County Investments Course offers 14.75 hours of classroom instruction appropriate for all levels interested in the essentials of investing public funds. An additional 7.75 hours of in-depth, hands-on learning is offered for those actively investing funds. At the completion of the course, a final assessment will be given. Texas State University is TAC’s education partner for this event. 

Why is TAC investment training valuable?

The Basics of County Investments Course meets the education requirements of the Texas Public Funds Investment Act and includes basic laws and regulations governing investment operations. Presentations will cover products and services in the public funds markets and updates on the latest laws and strategies. Course topics include putting together an investment policy, understanding allowable investment options, managing various types of risk and computing investment yields.
This introductory course will prove to be especially helpful to commissioners court members and anyone directly involved in managing portfolios. Attendees will learn to make sense of financial jargon and concepts that may be unfamiliar. They will also learn how  to avoid mistakes that could jeopardize a county’s financial standing.

Course graduates will be in a better position to ensure the safety of principal, portfolio liquidity and appropriate returns — all key areas of concern for county investments. 

County Investment Academy

This training course is required for membership in the TAC County Investment Academy. The Academy provides investment education through a variety of conferences and workshops. Through the training, attendees have access to accurate, in-depth information as well as a network of experienced county investors from across the state.

In 2013, the McCoy College of Business Administration at Texas State University became a cooperative partner with TAC’s County Investment Academy, which produces the Basics course. Through the partnership, McCoy College faculty sit on the County Investment Education Committee, help plan Academy trainings, review course content and teach the courses. Academy membership is acquired through completion of the Basics of County Investments Course (formerly called County Investment Officer Level I Training).

Each year, the Academy offers two education events at which members may earn credits toward the 15 hours required annually to maintain Academy member standing. Academy members are recognized with special awards on the 5-, 10-, 15-, and 20-year anniversaries of completing of the Basics course.

Who should attend?

Any county official or county staff member can attend TAC’s County Investment Academy training courses. Anyone who oversees public investments — officials such as auditors, commissioners court members, county investment officers and treasurers are especially encouraged to participate. TAC recommends that all counties, especially those with considerable assets, have at least one person on staff who has completed the Basics course.

History of TAC’s county investment training

TAC has offered training to public funds investors for more than 20 years. The program was born when the need to keep public funds investors up-to-date and knowledgeable about investment strategies was realized. In 1992, TAC’s first investment course was attended by 10 county investors. Since then, the education program has grown to include more advanced training and opportunities for continuing education.

County Investment Education Committee

Hon. Charles Bradley, Co-chair
Schleicher County Judge
Mr. Edward Dion, Co-chair
El Paso County Auditor
Hon. Renee L. Couch
Comal County Treasurer
Hon. Alan Dierschke
Glasscock County Treasurer
Hon. Katherine Hudson
Wise County Treasurer
Hon. Sean Kennedy
Victoria County Treasurer
Mr. Kirk Kirkpatrick
Johnson County Auditor
Hon. Michael Lord Jr.
Gaines County Treasurer
Mrs. Amy Perez
Harris County Financial Manager
Mr. Paul Williams, Advisory Member
Texas County & District Retirement System
Dr. William Chittenden, CTP, ex officio
Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University
Hon. Joyce Hudman, ex officio
TAC President and Brazoria County County Clerk

Registration Fees

  Early Fee After Jan. 22
Basics (14.75-hour course) $325 $345
Complete Course (22.50-hour course) $395 $415
Please make checks payable to "Texas Association of Counties." 

Special Services

To ensure that our conference is ADA accessible to all, please contact  or  at (800) 456-5974 if you need assistance.