- This event has passed.
Schools Finance Power Hour: Building strong construction fund investments, audit files and arbitrage compliance
August 30 @ 12:00 pm – 1:00 pm EDT
Issuing bonds for school-related projects can be a lengthy and complicated process. Once you receive the proceeds, it’s important to have a solid management plan in place. This includes strategies for maximizing interest earnings, as those funds can be vital for covering project-related expenses. In this edition of the Schools Finance Power Hour, Jay Staley and Matt Bubness will be joined by auditors John Compton and John Taylor, investment specialist Jeff Messer and arbitrage compliance specialist Christina Cromer. They will share effective strategies for investing your school district’s bond proceeds and best practices for ensuring compliance and arbitrage regulations.
Learning objectives
After joining this webinar, participants will leave with…
- The fundamentals and best practices for audit file creation of construction funds.
- Insights into effective investment approaches for construction funds, ensuring optimal use of bond proceeds.
- Leave with strategies for navigating and complying with arbitrage regulations, minimizing risks and ensuring adherence to legal requirement.
Hosts
Jay Staley, Ed.D., Director
Matt Bubness, Director
Presenters
John Compton CPA, Principal
Christina Cromer, CPA, Director
Jeff Messer, Director
John Taylor, Sr. Manager
Who should attend
Directors of finance, chief financial officers (CFOs), business managers, superintendents, directors of facilities
