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Call for Presentations

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County Investment Academy Call for Presentations F​orm​   >

The Texas Association of Counties (TAC) County Investment Academy provides educational programs that help county officials and staff learn how to best manage county financial assets. 

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 training for public funds investors can prevent costly errors. 

The County Investment Academy is a cooperative partnership between the Texas Association of Counties and the McCoy College of Business Administration at Texas State University. Through this partnership, McCoy College faculty sit on the County Investment Education Committee, teach courses, help plan Academy trainings and review course content.

Presentations Needed
The Academy is seeking high-quality professionals for presentations at this year’s two annual conferences, scheduled June 27-29, 2018, in Georgetown and Nov. 7-8, 2018, in Houston

The training presents the basic laws and regulations and governing investment operations pertaining to county government and provides updates on the U.S. economy and timely trends in investing. Attendees from across the state of Texas have access to accurate, in-depth information and to a network of experienced county investors, economists and other experts from across the state. All educational programs are open to all county officials and staff. Sessions meet the education requirements of the Texas Public Funds Investment Act. CPAs, auditors, treasurers, clerks and commissioners may also earn credit toward mandatory continuing education requirements. 

Speaker Selection Criteria
Proposals will be evaluated using the following criteria:

  • Relevance to the basic laws and regulations governing investment operations for counties,
  • Timely investment trends,
  • Updates on the U.S. and Texas Economy,
  • Intelligent and clearly articulated submission materials with achievable learning objectives,
  • Creative approach to presenting the topic,
  • Presenter/speaker qualifications,
  • Useful information provided that county officials and staff can apply to daily work life and
  • Appropriate to an intermediate or advanced audience.
Priority will be given to a presenter whose proposal demonstrates new ideas or approaches, teaches specific techniques and includes resource materials and handouts. 

 
Proposal Instructions
Each presenter must complete the Presenter Form​ that includes the following information:
  • Presenter biography,
  • List of three references and reference contact information,
  • Proposed session title and session overview,
  • Learning objectives, and
  • Presentation outline.

Only complete proposals will be considered. The County Investment Education Committee meets in January and July to plan the curriculum for the June and November events.

​Suggestions​ for Presentation Topics
PFIA Compliance Economic Update​ Ethics in Investments
Investment Policies & Strategies
Economic Forecast​ Opportunities to Sell/Swap Securities
Cash Flow Forecasting Choosing the Right Benchmarks External Auditor/Internal Controls
Accounting for Investments Evaluating Credit Alternatives When Investing Public Funds
Step-by-Step Process of Buying
Data Security Relative Value on the Yield Curve
Depository Contracts
Elements of Safekeeping Relative Value on the Yield Curve Valuing Collateral
Municipal Bonds Liquidity Estimating Local Government Pools
Money Market Mutual Funds    


 

Program Selection Timeline

  • Dec. 15, 2017 — County Investment Education Committee evaluates proposals and makes recommendations for the Conference of the County Investment Academy, June 27-29, 2018.
  • February 2018 — Selection notifications sent to proposers.
  • July 1, 2018 — County Investment Education Committee evaluates proposals and makes recommendations for the Texas Public Funds Investment Conference, Nov. 7-8, 2018.
  • August 2018 — Selection notifications sent to proposers.

Education Program Format
Presenters/panelists should plan to conduct a 50-minute presentation that should include audience engagement, with no more than three co-presenters/panelists.

Education Sessions

Conference of the County Investment Academy (approx. 175 attendees)
June 27-29, 2018
Sheraton Georgetown Texas Hotel & Conference Center
Georgetown

Texas Public Funds Investment Conference (approx. 125 attendees) 
November 8-9, 2018
The Westin Houston, Memorial City
Houston

Additional Information
If you have any questions, please contact , Texas Association of Counties Education Department, (512) 478-8753.

Thank you in advance for your support.

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