Don’t Overlook Your Investments! Toolkit Session

We know it - there’s a lot to do as a Treasurer. And if you’re not comfortable with investing, it can be easy to procrastinate. This online Zoom session will provide a great base of knowledge to help make investing your municipality’s funds more accessible.

• Cash flow - determining how much can you invest
• How to avoid underinvesting
• PA 20 and investing options
• Options to be insured
• Tools that can help

Presenters 
Jeff Anderson, Senior Director, Investment Services, Michigan CLASS
Grant Taylor, Director, Investment Services, Michigan CLASS

Jeff and Grant have incredible experience with all types of municipal investments and the challenges facing treasurers, having served as municipal treasurers/finance directors prior to their roles at Michigan CLASS.

Registration is $69 for this session, you will receive your Zoom meeting link prior to the training. The session is worth .75 of a point of continuing education credit.

Register today for the single November 5 "Don't Overlook Your Investments" Toolkit session.  

Save time and register for all three 2026 Toolkit Sessions for $199. This "combo pack" of toolkit sessions includes: 

• Working with BS&A Cloud - October 6, 2:00-3:30 pm
• Don’t Overlook Your Investments! - November 5, 2:00-3:30 pm
• Building Your AI Skills - December 3, 10:00-11:30 am

If you miss a session, recordings will be available about a week after the session. If you register for the Combo Pack, do NOT also register separately for the individual sessions.

Note: if you are a MMTA member and would like to register additional attendees from your municipality who are not current MMTA members, select "register a guest" on the online registration form to add your coworkers. The non-member rate for Toolkit sessions is $99 per attendee or $297 for the Toolkit Combo, which includes all three 2025 sessions.