Investment Management Services
    Treasury Consulting Services
    Our Advisory Team
    Our Philosophy
    Our Mission
    Economic Insights
    Education and Training
    Statutory Guidelines
    Helpful Links
    Contact Us






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.

Online training

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

If your entity is a member of the Texas Municipal League, you can receive a discount by enrolling through

Scheduled Training

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
   Copyright © 1994-2021

Patterson & Associates, Barton Oaks Plaza II, 901 S. MoPac, Suite 195, Austin, Texas 78746   T: 800-817-2442
TM2021 Patterson Capital Management. All rights reserved