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PFM Asset Management Holding Investment Practices Seminar for State, County, Municipal and School Board CFOs

PFMAM Professionals to Discuss Challenges Facing and Cash Management Issues; Keynote Speakers Dick Batchelor and Tico Perez


News provided by

The PFM Group

Jan 03, 2011, 08:00 ET

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ORLANDO, Fla., Jan. 3, 2011 /PRNewswire/ -- PFM Asset Management LLC, the national firm that manages investments and provides non-discretionary advice to state, local and municipal governments and school districts, will sponsor its 11th annual comprehensive seminar on January 21, 2011 at JW Marriott Grande Lakes in Orlando. The day-long meeting is designed to provide municipal and non-profit chief financial officers with the necessary strategies and tools to deal with their fiscal needs in today's challenging environment.  

(Logo: http://photos.prnewswire.com/prnh/20091028/PH00754LOGO-b )

The keynote speakers will be Democratic strategist Dick Batchelor, the well-known former member of the Florida State House of Representatives, and his Republican counterpart, attorney Tico Perez. The pair are perhaps best known for their political insights and commentary in the print media and on Florida television and radio shows. They will discuss the impact of recent elections on Florida's economy, and talk about the challenges the new wave of elected officials may face in the months to come.

"This seminar will bring together a distinguished group of PFM experts on investment and financing strategies, treasury and banking relationship management, internal controls for investment programs, and tax compliance, and will also offer an update on the municipal bond market and financial reform legislation," explained PFMAM Managing Director Steven Alexander. "Given the property tax issues many municipal entities are facing now, it is even more essential for CFOs to safeguard and judiciously manage their resources in order to fund important local programs without undue additional burdens to taxpayers."

Attendance is by reservation only, and is open to all PFM clients nationwide. The seminar qualifies the attendee for 8 hours of CPE credit. Over 150 state financial executives have already registered. For further information, contact Sarah Dole of PFM at 407-648-2208.

PFM Asset Management LLC, is part of the PFM Group, the top-ranked independent financial advisory firm in the nation, providing independent financial advisory services to local, state, and regional government and non-profit clients throughout the United States in their dealings with the capital markets. At September 30, 2010, PFM Asset Management had $36.5 billion in assets under management for state and local governments and non-profit institutions, and provided non-discretionary advice for an additional $2.3 billion in fixed income securities. PFM also provides best practices and pension advisory consulting services and currently employs more than 430 individuals serving a broad base of clients from 34 offices located in every region of the country.

SOURCE The PFM Group

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