Rock River Region Lunch & Learn
Event Details
| Registration | Register Online |
| Date | 06/17/2025
Save to your calendar |
| Time | 11:40am |
| Location |
Tavern on Clark 755 Clark Drive Rockford, IL 61107 Map and directions |
| Delivery Method | In Person |
| Field of Study | Finance - Technical (1.0) |
| NASBA CPE | Earn 1.00 CPE Hours |
| Contact | IGFOA info@igfoa.org |
Event Cost
| Type | Before 6/13/2025 |
|---|---|
| Members | $ 25.00 |
| Government / Partner Colleagues | $ 0.00 |
| Non-members | $ 30.00 |
Event Description
Protecting Public Funds: Deposits & Investments
Speaker: Sofia Anastopoulos, CFA, Executive Director, IMET
This session will provide an overview of how to protect public funds, both collateral/protection for deposits and safekeeping services for investments.
Learning Objectives: Participants completing this session will be able to:
- Understand the objectives of public funds investing
- Appreciate the importance of keeping public moneys safe
- Identify various methods to protect public deposits
- Collateral
- Federal Home Loan Bank Letters of Credit
- FDIC overage
- Bank Networks (IntrafFI & Wintrust network of banks)
- Understand what Federal Home Loan Bank Letters of Credit are and how they protect public deposits
- Understand how bank networks are and how they can keep deposits safe using FDIC coverage
- Explain the difference between deposits and investments
- Explain how safekeeping helps protect investments
Agenda:
11:40 – 12:00 Check-in and networking
12:00 – 1:00 Lunch, presentation and discussion
Speaker Bio:
Sofia Anastopoulos is the Executive Director of IMET. She started her work in the public sector with the Government Finance Officers Association in 2005, then her own firm, Public Funds Consulting, before joining IMET. She is passionate about helping local governments learn, appreciate and implement best practice in treasury and investing.
Sofia is a graduate of Northwestern University and received an MBA from DePaul University in Chicago. She holds the designation of Chartered Financial Analyst (CFA).
Intended Audience: Finance Professionals
Delivery Method: Group Live
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Finance - Technical
Last Review/Revision/Update: 6/19/2025
NASBA CPE Credits: Earn About 1.0 CPE credit
Last Day to Register: 6/13/2025
Presented by the Downstate chapter
Registration & Cancellation Policy
Payments by check should be mailed in advance or made at time of registration by credit card.
Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $50 cancellation fee.
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• Cancellation policy for chapter events may differ from this policy at the chapters’ discretion.
• A written request for a refund must be emailed to the IGFOA prior to the event.
By submitting this registration, the applicant agrees to the registration and cancellation policy above.
IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full. Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.
If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.
Approved by the National Registry of CPE Sponsors
CPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.