Investment Accounting & Reporting - Aug 4 & 5, 2026
Credit Available - See Credits tab below.
Total Credits: 6 Accounting & Auditing. Government
- Categories:
- Investment Accounting & Reporting | Intermediate Course
- Speakers:
- Ms. Amy L Meyer CPA | Alayne Marie Sampson, CTP
- Duration:
- 6 hrs
- License:
- Never Expires.
Description
Investment Accounting & Reporting
A CSMFO Core Course
9:00 a.m.-12:00 p.m., Tuesday and Wednesday, August 4 & 5, 2026
This course provides valuable and in-depth investment accounting training. The course covers the major concepts that impact how governments account for investments, as well as the financial reporting requirements under current GASB pronouncements. The two-day class also includes investment terminology, types of investment vehicles, and a discussion of internal controls surrounding investment transactions. This is a not-to-be-missed nuts-and-bolts course that will help you dive into everything you ever wanted to know about accounting for investments!
This is a not-to-be-missed nuts-and-bolts course that will help you dive into everything you ever wanted to know about accounting for investments!
This class is limited to 60 participants. Advance registration is required for this class.
THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!
Course Objectives:
-
Understand the fundamentals of accounting for investments;
-
Learn about investment terminology and types of investment vehicles; and
-
Hear about resources that can help you learn more.
The course will be delivered in two virtual sessions:
Session I: Tuesday, August 4, 2026, 9:00 am - 12:00 pm
Session II: Wednesday, August 5, 2026, 9:00 am - 12:00 pm
Presenters:
-
Amy Meyer, Partner, Maze & Associates
-
Alaynè Marie Sampson, Senior Portfolio Strategist, Chandler Asset Management
Audience:
-
Local government finance professionals
Continuing Professional Education: Attendees earn 6 hours of CPE Credit (Accounting & Auditing, Government) by attending all sessions. Attendees must attend all sessions to obtain CPE credit.
Cost: $200 for CSMFO members
$260 for non-CSMFO members
Consider joining CSMFO today! Click here to join.
Credits
Faculty
Ms. Amy L Meyer CPA Related Seminars and Products
Shareholder
Maze & Associates
Amy Meyer is a California CPA and Partner with Maze & Associates in Pleasant Hill, a firm that specializes in municipal and nonprofit audit, as well as tax and accounting services. Amy graduated from the University of the Pacific with a B.S. in Accounting and a minor in Information Systems and joined Maze & Associates in 1993. Amy has focused on municipal and special district audits throughout her career. She has also been involved with a number of accounting and GASB implementation training classes customized to client needs. Amy serves on the Governmental Accounting and Auditing Committee of the California Society of Certified Public Accountants, which provides practical guidance to CPAs in the area of governmental accounting and auditing in an effort to improve the quality of financial reporting of governmental entities. The Committee, along with the California Committee on Municipal Accounting, also issues white papers and government industry alerts offering guidance on California-specific implementation issues to CPA firms and governmental entities, such as the recent white paper related to the implementation of GASB 84.
Alayne Marie Sampson, CTP Related Seminars and Products
Senior Portfolio Strategist
Chandler Asset Management, Inc.
Alaynè Marie Sampson joined Chandler Asset Management in 2022 as a Senior Portfolio Strategist. She is a member of the Investment Management Team and participates actively in the portfolio management process, as well as building and maintaining client relationships. Alaynè has over 20 years of investment and financial experience. She focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients. Prior to joining Chandler, Alaynè was a Senior Short-Term Credit Analyst, where she was responsible for fundamental credit analysis of commercial paper issuers for a $135 billion cash portfolio. Other roles include Business Project Manager, TAP Associate, and Senior Business Systems Analyst. Alaynè is currently the Vice Chair of the Board, Treasurer, and Finance Chair of the Court Appointed Special Advocates of Los Angeles non-profit. Alaynè is a graduate of Cornell University with her B.A. in Women’s Studies. She holds the FINRA Series 65 license.
| Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 04, 2026 @ 09:00 AM (PDT) |
Investment Accounting & Reporting - Aug 4, 2026
|
N/A | Webinar | 3 hrs | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Aug 05, 2026 @ 09:00 AM (PDT) |
Investment Accounting & Reporting - Aug 4 & 5, 2026
|
N/A | Webinar | 3 hrs | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Total Classroom CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||