Quad Cities Finance Lunch Crunch - A Smart Investment for Public Entities

Event Details


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Time 11:45am
Location Short Hills Country Club
2500 11th St
East MolineIL 

Map and directions
Delivery Method In Person
Field of Study Finance - 1.0
NASBA CPE Earn 1.00 CPE Hours
Contact Megan Petersen
(309) 752-1542

Event Cost

Event Description

Learn how finance professionals responsible for investing public funds can place funds in a deposit account (e.g., demand deposit accounts, money market deposit accounts, or CDs.) that are eligible for FDIC insurance well beyond the standard maximum of $250,000. Access to multi-million-dollar FDIC insurance can eliminate the need to track collateral on an ongoing basis or to manage multiple bank relationships (to obtain coverage and then manually consolidate account balances and interest disbursement) – both of which take time.

11:45 AM - Check-In and Networking
12:00 PM - Lunch
12:30 PM - Presentation

Speaker: Sue Kling, Promontory Interfinancial Network, LLC

Learning ObjectivesParticipates completing this session will be able to:
1. Explain how investor needs vary by customer segment;
2. Understand the challenges posed by various investment choices; and,
3. Understand how reciprocal deposit placement services can meet the need for investment safety, returns, and convenience.

Intended Audience: All finance professionals
Delivery method:
Group Live
Program Level: Overview
Prerequisites: No prerequisites required 
Advanced Preparation: 
No advanced preparation required
Field of Study: Finance
Earn about 1.0 CPE credit 

Presented by the Downstate chapter

Registration & Cancellation Policy

Registrations are accepted on a first-in, first registered basis. Payments by check should be mailed in advance or made at time of registration by credit card. 

IGFOA Members are those individuals from the Public Sector, Partner, and Individual Firm specifically listed in the IGFOA Membership Directory. IGFOA Government staff member rate applies to staff, appointed officials, and elected officials of a government with a current IGFOA membership. If you have questions about your membership, 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. If you are unable to attend, please contact IGFOA at 630-942-6587 or info@igfoa.org as soon as possible.  A $10 cancellation fee will be charged for cancellations up to March 11, 2016. Cancellations after March 11, 2016 and no-shows are responsible for the full tuition.

IGFOA reserves the right to modify the agenda, cancel the event due to low enrollment, or to close registration if full. Should IGFOA Downstate Chapter 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. By submitting this registration, the applicant agrees to the registration and cancellation policy above.

If you have any questions regarding this seminar, cancellations, complaints, or refunds, please contact the IGFOA at 630-942-6587 or info@igfoa.org.

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE 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.

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