Investment Management Services
Treasury Consulting Services
Our Advisory Team
Education and Training
EDUCATION AND TRAINING
A focus of P&A has always been client and public education. P&A advisers are respected trainers for many professional organizations
throughout the United States. Our efforts are designed to offer creative and practical ideas to investment officers, finance directors,
treasurers and cash managers.
P&A has developed and maintains a state-of-the-art online training program for public investors. Tailored originally for Texas where ten
hours of investment training is statutorily required for all public entities, it now addresses the needs of any public investor. Different
versions from the same website address statutory requirements in several states and more are being added regularly.
This in-depth and interesting training is available 24/7 from any internet connected computer. Training certificates and ten hours of CPE
credits are part of the program. This multi-media program has been featured in several publications. The program has a variety of enrollment
options for the number of hours of training desired, including bulk pricing.
Visit the site at www.virtuallearningconcepts.com
If your entity is a member of the Texas Municipal League, you can receive a discount by enrolling through www.tml.org.
If online training doesn't float your boat and you prefer a personalized group environment with
interactive participation, then our scheduled
training sessions for various professional organizations are for you. At each of these sessions will earn you CPE Credits up to ten hours and
Texas investment certification.
Click here to see a list of upcoming training sessions by our President, Linda Patterson, CTP.
As part of our ongoing educational priorities, L. Patterson has written two books on Public Investing and Cash Management.
Public Investor Series: Fundamentals of Public Investing
This book is the first in a five-part series addressing the fundamental questions faced by every investor. The series is
published by the Public Treasury Institute of Washington D.C.
Cash and Investment Management for Local Government
This more extensive book looks at all the facets of treasury and cash management. The book is published by
Thompson Financial Services (Sheshunoff).
Articles of Interest
As new ideas and points of interest or concern appear in the markets, the P&A team researches and discusses those issues through various
published articles. These articles directed to investors are meant to clarify, explain and explore.
Collateral Pool Comments
Controlling the Banking Relationship
Bank Safety - The Devil's in the Details
Choosing and Using Benchmarks
Constant Dollar versus Fluctuating Net Asset Values
The Benefits of Using an External Manager
Investment Decision Making Information: From Wall Street to the Web
Interpreting Weighted Average Maturities (WAM)
Bank Collateral in Nervous Times