Cash Management and Investment of Public Funds
- Chapel Hill, NCJuly 15 - 17, 2025
This course is held annually in the Summer and is one of the core courses for the finance officers' certification program. Participants will learn about goals, process and organizations for successful cash management; how to evaluate banking services and financial institutions; investment strategies; investment policies; and accounting and reporting for investments.
CERTIFICATION AND CONTINUING EDUCATION INFORMATION
Certification: This course satisfies a requirement to complete the Local Government Finance Officer Certification. More information can be found HERE.
Information on Continuing Education Credits: For more information on applicable continuing education credits, please see HERE.
SCHOLARSHIP INFORMATION
The School of Government is grateful to offer a number of scholarship and discount opportunities for public officials who wish to participate in our continuing education programs. Scholarships and discounts are available both internally through the School and through the generous support of partnering organizations.
Learn more about the range of these opportunities HERE.
Note: if you need additional scholarship information for a specific course, please reach out to the registrar (Brian Newport).
Additional information
FORMAT: This class will be fully in-person with no option to attend any portion virtually and no sessions are recorded.
MATERIALS: Instructions to access materials and other related items will be provided closer to the first day of class
WHO SHOULD ATTEND: This intermediate class is for Finance officers, treasurers, and/or staff with cash management responsibilities.
PREREQUISITES: Participants should have at least one year experience in local government finance and be a local government or school system finance officer, analyst, or staff member who exercises oversight responsibilities for public cash management and investment functions.
CPE: Recommended hours- Will be posted once the agenda is finalized
FEE: $550
HOTELS: There is not a block of rooms for this class For area hotel information see our hotel information list at https://www.sog.unc.edu/about/visitor-informatio
- Chapel Hill, NCJuly 15 - 17, 2025Knapp-Sanders
400 South Rd.
Chapel Hill, NC 27514View Cancellation PolicyCourse participants who cancel their registration on or before July 07, 2025 will receive a full refund. No refund will be made for cancellations on or after July 08, 2025, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.$550.00Registration and payment for this course grants access for a single attendee. In order to register a group of attendees, please register each person individually. If you have questions, please contact our registration office at [email protected] or 919.966.4414.
MATERIALS: Instructions to access materials, parking information, and other related items will be provided closer to the first day of class
For planning purposes, see the 2024 Agenda HERE. The 2025 Agenda will be posted late Spring 2025.
