Creating an INVPlan is the first course in a series based on Ben Finkelstein’s book, The Politics of Public Fund Investing: How to Modify Wall Street to Fit Main Street. This in-depth course provides participants with the essential theory and hands-on computer lab needed to build an investment plan for their government. The course consists of two components:

1. An in-depth discussion of the important role participant’s play as stewards of public funds; addressing important challenges facing public funds today – how to insure investment practice follows policy and performance measurement.
2. Each student participates in a hands-on computer lab. Combining state of the art technology with a case study and investment planning software students go step by step through the why and “how-to” of creating an investment plan.

Main Street Money Managers seeking an in-depth course on the fundamentals of how to professionally manage a public fund portfolio will find Creating an INVPlan an invaluable resource.

Instructor:  Ben Finkelstein, Author, Politics of Public Funds

Mr. Finkelstein, author of “The Politics of Public Fund Investing: How to Modify Wall Street from Main Street”, is a nationally recognized speaker in the area of public fund investing. He is the instructor for a new workshop entitled: Evaluating Investment Performance: What a Public Fund Should Know About Benchmarks.

Participation: This in-depth course is available to groups of 20. A second day may be booked for groups of 10 – 20. Ideal for standalone programs held within a county, city or association division or as a pre-conference course. Participants include: treasurers, finance directors, directors of investments and cash managers, supervisors of public investments, auditors, students of public administration.

Course

Materials: Participants receive: Six hours of instruction; a copy of the instructor’s book, The Politics of Public Fund Investing; Creating an INVPlan workbook; Suite of investment plan software (Each participant is given a spreadsheet toolkit used in created their own investment plans: Liquidity spreadsheet, interest rate risk evaluator, investment plan sector models, portfolio enhancement tables and market rate of return forecast and certificate of completion.

Timing:  6 hours

* This course is a prerequisite for Creating My INVPlan.

Creating An Investment Plan combined the instructor’s in-depth knowledge in this area with a hands-on interactive structure; providing an ideal learning environment. The course blended theory and practice together. At the end of the course we left with software applications that we could take back and use for developing our own individual investment plan

-Steve Kroeger, Assistant City Manager, Yuba City, CA.

This course was very enlightening. I look forward to working many of the concepts presented into our overall portfolio management

-Tammy D. Phelps, Treasury Manager, Kings County Dept of Finance

Reading the book first put this all in perspective. Very interesting.

-Asst City Manager, Colma, CA

We have already begun putting these concepts into practice. The course was so well conducted and the information was exceptional

-Don Dorman, Management Analyst, City of Fremont, CA

Best day I have spent in government investment education in 15 years

-Michele M Pearson,Investment Manager,Kitsap County, WA Investment Pool

I have been in other classes with good ideas and suggestions to implement but this class gave the software to determine liquidity - so we walked away with the tools in hand. This was the best class on investments that I have ever taken

-Michael Olson,Treasury Manager,City of Kirkland, WA

The class was excellent and provided a great opportunity for hands-on application. It provided me with tools that I was actually able to take with me and use in the office

-Ellen Dolan, CFA, Treasurer/Investment Officer, City of Spokane, WA

The course quickly and effectively covered the important elements in managing public funds, from basic considerations to development of an investment policy and plan. Mr. Finkelstein is a knowledgeable and engaging instructor. I can virtually guarantee he will hold your interest. I recommend the course to any one responsible for the stewardship of public funds

-Joe Anderson, Mayor Pro Tem, City of San Clemente

Offering the course, Creating an Investment Plan, was a wonderful opportunity for members of the Washington State Association of County Treasurers to participate in a hands-on investment session. Ben understands the audience and has the tools available to make the course interesting and practical. You can put the material to use upon return to your office.

Working with Stacey at the Public Treasury Institute was a pleasure and I heartily endorse the Public Treasury Institute as a valuable source for public treasury investment training.

-Phil Sanders, Chair, Washington State Association of County Treasurers and Treasury Operations Manager, King County, Washington

Last year during the WSACT Annual Conference in Port Angeles, I was fortunate enough to participate in the Public Treasury Institute's course, Creating an Investment Plan. The instructor, Ben Finkelstein, was excellent in providing us with the tools and knowledge to assist us in creating our own investment plans. I would recommend this course to anyone.

-Cherie Flood Treasurer, Skamania County, WA

This in-depth training course is offered to public treasurers, finance officers, auditors and investment officials. The maximum course size is 20 persons. Participants receive: a copy of the textbook selected for the course, The Politics of Public Fund Investing, written by Ben Finkelstein; the INVPlan workbook and software in addition to 6 hours of in-class instruction. Please call for specifics on pricing.

To book the course, Creating an Investment Plan Course, email Info@PublicTreasuryInstitute.com or call (301) 229-6566. To find out where the course will be held during the upcoming months, visit the Course Calendar