Registration Information

Registration and Payment Procedures (for most locations; subject to site-specific requirements)

  • A combination confirmation and invoice will be emailed to you within three working days after you submit the registration form.
  • Please reference the invoice number and attendee's name on your check, or mail a copy of the invoice with your check. Sorry, we do not accept credit cards or EFT payments.
  • Payment is due prior to the workshop. 
  • If you do not receive your confirmation/invoice, or if you have any questions or need to make changes to your registration, please call 940-369-7843 or email
  • Preregistration is not required; however, walk-ins and persons who register after the deadline will be charged a late fee of $25 per day, and at locations where lunch is provided there is a chance that they may not have a lunch. Walk-ins will also not have the training handouts provided for them.


Refund/Transfer Policy

  • Refunds (less a $25 processing fee) will be honored if written request is received at least 5 business days prior to the workshop. Refund requests may be emailed to, or submitted via the Cancel a Registration form.
  • No refunds when notified less than 5 business days before the workshop.
  • Registration may be transferred one time to a workshop within 6 months of original date. All fees will be forfeit should participant not be able to attend the transfer workshop. To request a transfer please complete the Transfer a Registration form.
  • A $25 transfer fee will be charged if transfer is requested less than 5 business days before the workshop.


Going Totally Green!

Beginning January 1, 2018 all training materials will be electronic format only.

Go Green! Save Green!

Participants now have the option to receive their training materials in electronic format prior to the workshop. Participants may then decide to print their own materials or follow along on their own electronic devices during the workshop. This option includes a $5 price reduction per day of training which will be reflected on their invoice. This option is not currently mandatory; however, participants registering after the deadline will only receive electronic documents and they will not be given the discount.


Online Registration

Registration for all of our workshops is done online. Links to registration forms are on the Training Schedule.


Hotel Information

We do not reserve blocks of hotel rooms. To find a hotel, we suggest using a travel website or hotel website and searching on the training location.



Certificates verifying Public Funds Investment Act training and CPE hours will be emailed to the address provided on your registration form within 7 business days after the last day of the workshop. Certificates will only be issued based on the sign-in sheet information. Please be very sure that you are signed in for the correct number of hours you need. No exceptions will be honored. 

PFIA, CPE, CGFO, and TASBO Certification Program credits are provided by this certificate.


Training Objective

The objective of this training is education in investment controls, security risks, strategy risks, market risks, diversification of investment portfolio, and compliance with the Public Funds Investment Act. No prerequisite or advance preparation is required. Although we offer New Investment Officer training at least once each year, any of our workshops are appropriate for new officers. Click here for the Investment Training Curriculum.


CPE Sponsor Statement

We are registered with the Texas State Board of Public Accountancy as a CPE sponsor (007716). This registration does not constitute an endorsement by the board as to the quality of our CPE program.