Sponsored and presented by PFM Asset Management LLC for the

Palm Beach Chapter of the FGFOAGFOA

April 11, 2013Investment Practices and Products Training Seminar

Agenda8:00 am - 5:00 pm

Breakfast and lunch provided. Fee to attend is $25.00. Please make checks payable to FGFOA Palm Beach chapter.

Hilton Palm Beach Airport •150 Australian Avenue • West Palm Beach, FL 33406

PFM Asset Management LLCPFM ®

8:00 - 8:30 Breakfast and Registration

8:30 - 8:40 Welcome and Introduction

8:40 - 10:00 Economic and Financial Markets Review: What to Watch in 2013Michael VaranoManaging Director and Senior Portfolio Manager,PFM Asset Management LLC

10:00 - 10:10 Break

10:10 - 11:10 Understanding Multi-Asset Class InvestingKhalid Yasin, CHP, Senior Managing Consultant,PFM Asset Management LLC

11:10 - 12:15 Financial Accounting and Reporting of InvestmentsBill Blend, CPA, CFE, Shareholder,Moore Stephens Lovelace P.A.

12:15 - 1:15 Lunch

1:15 - 2:15 Managing Local Governments in Tough Fiscal TimesDavid Eichenthal, DirectorJelani Newton, Senior Managing Consultant,Public Financial Management, Inc.

2:15 - 3:15 The Case for Single “A” IssuersScott Stitcher, CFA, Senior Managing Consultant, PFM Asset Management LLC

3:15 - 3:25 Break

3:25 - 5:00 GFOA Best Practices and AdvisoriesSteven Alexander, CTP, CGFO, Managing Director,PFM Asset Management LLC

To register today go to http://april2013fgfoaseminar.eventbrite.com

PFM Asset Management LLC 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.learningmarket.org.

8 CPE credit hours awarded. No advanced preparation needed. Prerequisite: Holding a governmental financial position. Program

level is intermediate and is presented Group-Live. For questions or additional information regarding refund, complaint, and/or program

cancellation policies, please contact Lee Alexander at 407-913-1535.

Learning objectives

Understand the impact of the global, national, and state economy on local governments

Understanding the fundamentals of Multi Asset Class Investing

Identify strategies to reduce costs, increase revenue, and enhance efficiency and effectiveness in local governments

Identify GFOA best practices and advisories that identify specific policies and procedures that contribute to improved

government management and promote positive change

Discover the benefits of utilizing Single-A rated corporate securities within an investment portfolio