Texas Investment Training
providing Public Funds Investment Training for Public Entities in Texas
Testimonials
This training provided very useful information and incorporated real world examples and scenarios to relate to the information.
-Kelly Cogburn Region 16
Much more applicable and understandable than past investment trainings I have attended.
-Region 5 Participant
Mike does a great job making the training relevant and interesting for todayā€™s school leaders.
- Jimmy Hannon, Highland Park ISD
Informative but interesting training!
- Yolanda hawkins Queen City ISD
Mike Allison is very knowledgeable in this area and presented the information in a way that was easy to understand. If you need further in depth information, he is willing to take the time to answer questions.
- Brenda Alexander, Memphis isd
I appreciate Mike making the training relevant, personal, and updated. He was efficient and informative. I found several take aways that I can use as a leader.
-Donna McDaniel, DeKalb ISD
This investment training was one of the best ive been to, Engaging speaker, interesting case studies, and up to date examples/financial data.
-Megan Petty, Cumby ISD
Texas Investment Training
For Water Districts
State Law requires you obtain 6 hours of Public Funds Investment Act Training in your first 12 months of being an investment officer and 4 hours everyĀ 2 years thereafter.
Enroll Now!For Schools, Cities and Countries
State law requires 10 hours of Public Funds Investment Act Training in your first 12 months of being an investment officer and 8 hours everyĀ 2 years thereafter.
Enroll Now!Why Choose us?
- More than 20 years of experience with public funds investments and training. Taught by the former Director of $7 billion government investment pool in Texas.
- We use real world case studies to make the training more relevant and applicable
- We provide insight of how current economic and demographic trends impact your entity.
- We don't use financial jargon, everything is explained in simple easy to understand terms.
What will you learn?
- What the biggest risks of investing are for public entities and how to avoid them
- How to protect your entity from fraud
- How do the latest changes in the economy impact interest rates and your entity.
- What options and strategies are available to maximize your returns.
- How to be compliant to state regulations.
- What makes us unique?
About Mike
Mike Allison has been working with local governments in Texas for more than 20 years. He was the Director of the Lone Star Investment Pool a $7 billion government investment pool and worked as a Vice President of Public Funds Banking for Capital One Bank in both Texas and Louisiana. Mike is a frequent speaker and a respected provider of Public Funds Investment Training in Texas where he has provided training for more than three thousand investment officers.
