Workshops

Our Investment Basics Workshop is now available on demand.

Foundations for a Municipal Investment Strategy
Do you want to enhance your understanding of legislated investment rules for municipalities, reporting responsibilities, and current market conditions to help make informed decisions about municipal investments? Are you struggling to find the time for this learning?

This five module on-demand recorded training is offered by ONE Investment, a not-for-profit organization jointly operated by CHUMS (part of the Municipal Finance Officers Association) and LAS (AMO’s Business Services arm).
 

Topics include:

• Review of the Municipal Act investment regulation
• Discussion of current municipal finance challenges
• Overview of investment options available to the municipal sector
• Investment risk management principles
• Investments and their link to your evolving asset management plan
• Strategies for cash-flow forecasting
• Overview of ONE Investment, including Legal List and Prudent Investor options

Modules:

• Section 1: Overview of Investment Basics
• Section 2: Understanding the Legal List & Prudent Investor Standard • including overview of the Municipal Act regulation
• Section 3: Developing an Investment Policy and Plan for Your Municipality
• Section 4: Investment Basics
• Section 5: ONE Investment Overview
   

Register here: www.mfoa.on.ca/investment101.

For in-person course inquiries, please contact one@oneinvestment.ca.