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General Registration Information

Registration and Payment Procedures (for most locations; subject to site-specific requirements)

  • A combination confirmation and invoice will be faxed to you within three working days after you submit the registration form.
  • Please mail a copy of the invoice with your check; remittance information is on the invoice. Sorry, we do not accept credit cards.
  • Payment is due prior to the workshop. 
  • If you do not receive your confirmation/invoice, or if you have any questions or need to make changes to your registration, please call 940-369-7843 or email CPMworkshops@unt.edu.
  • Preregistration is not required; however, walk-ins and persons who register after the deadline will be charged a late fee of $25 per day, and at locations where lunch is provided there is a chance that they may not have a lunch.

 

Refund/Transfer Policy

  • Refunds (less a $25 processing fee) will be honored if written request is received at least 5 business days prior to the workshop. Refund requests may be emailed to CPMworkshops@unt.edu.
  • No refunds when notified less than 5 business days before the workshop.
  • Registration may be transferred one time to a workshop within 6 months of original date.
  • A $25 transfer fee will be charged if transfer is requested less than 5 business days before the workshop.

 

Online Registration

Registration for all of our workshops is done online. Links to registration forms are on the Training Schedule.

 

Hotel Information

We do not reserve blocks of hotel rooms. To find a hotel, we suggest using a travel website or hotel website and searching on the training location.

 

Certificates

Certificates verifying Public Funds Investment Act training and CPE hours will be awarded at the conclusion of each day's workshop.

 

Training Objective

The objective of this training is education in investment controls, security risks, strategy risks, market risks, diversification of investment portfolio, and compliance with the Public Funds Investment Act. No prerequisite or advance preparation is required. Although we offer New Investment Officer training at least once each year, any of our workshops are appropriate for new officers. Click here for the Investment Training Curriculum.

 

CPE Sponsor Statement

We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the board as to the quality of our CPE program.