Policies and protections to manage the county’s investments

While the investment officer (county treasurer) has lead responsibility in managing a county’s funds, others also have responsibilities in overseeing the treasury.  As stewards of the county’s finances it is imperative that County Supervisors, CAOs, County Counsel, Auditors-Controllers and others understand their roles as they relate to investing county funds … and their responsibility for managing the treasury. This course will enhance county officials’ ability to critically examine their investment strategy and assess whether that strategy is being successfully implemented. The course discussion and materials will help elected officials and staff better understand investment risks and the impact of investment decisions on the county’s overall fiscal health.

Presented by the CSAC Finance Corporation. Eligible for MCLE credits.