Our Presentations

The following lists the objectives for each of the presentations we are currently using. If you have any questions regarding these presentations please contact Patrick Shinkle.


A Step Approach to Investing

  • Know your organization
  • Develop an effective investment policy
  • Develop administrative systems and internal controls
  • Prepare a cash forecast
  • Consolidate and establish the investment horizons
  • Analyze the yield curve & establish investment strategies
  • Select optimizing instruments
  • Monitor the markets and report investment results
  • Adjust and re-balance the portfolio accordingly
  • Certificates of Deposit

    Depository Bank RFPs

    Depository Bank Selection

    Financial Institution Deposits


    Internal Controls

    Investment Basics

    Investment Policies

    Investment Pools

    Market Risk

    PFIA Compliance

    Second Tuesdays: A Monthly Plan

    Technology Internal Controls

    The Federal Reserve System