TRAINING FOR LOCAL GOVERNMENTS

Cleared for Takeoff: A High-Flying Guide to Investing and Process Innovation

We invite you to "Cleared for Takeoff: A High-Flying Guide to Investing and Process Innovation," where Abdo and Moreton Capital Markets will navigate you through fixed income securities and the investment reconciliation process, all with an action-packed Top Gun: Maverick theme. This engaging session is designed to equip you with essential knowledge and practical skills. Review the "Flight Details" below to find a session near you and RSVP to secure your spot in the cockpit!

FLIGHT DETAILS - WHICH SESSION(S) WILL WORK BEST FOR YOU?

BEGINNING FLIGHT LEVEL 

Fixed Income Securities – I Feel The Need… The Need for Yield! 

Strap in, rookie. In this high-octane intro to fixed income securities, we’ll cover the fundamentals every local government needs to know to stay mission-ready. You’ll learn the basic maneuvers of fixed income securities, why cash flows are critical to your mission, how to build a bond ladder to smooth your landing, and why diversification is your best wingman. From treasuries to municipal bonds, this session delivers the tools to help you fly steady in any market conditions — all with that Top Gun attitude. 

Eyes on the Radar: Mastering Cash & Investment Reconciliation 

In this session, Abdo will equip you with the skills needed to ensure your investment portfolio is always mission-ready. With precision akin to a fighter pilot's radar, you'll learn to track and reconcile cash flows, ensuring that every dollar is accounted for. This session will delve into the intricacies of balancing your investments, providing you with the tactical expertise to align your financial targets with your strategic goals. Whether you're handling fixed income securities or maneuvering through market turbulence, you'll be prepared to execute flawless reconciling maneuvers, keeping your investments flying high. So, strap in, adjust your radar, and get ready to take control of your financial future with the confidence of Maverick himself. 

INTERMEDIATE FLIGHT LEVEL 

Fixed Income Portfolio Analytics - Top Gun: Maverick Edition 

Strap in, captain as we bring portfolio strategy into the danger zone! This high-flying session uses the spirit of Top Gun: Maverick to walk through practical and tactical fixed income portfolio analytics for local government investments. Whether you're navigating turbulent rate environments or optimizing your maturity flight path, we'll equip you with the tools to keep your investments steady and high-performing. Join us as we explore allocation breakdowns, interest rate maneuvers, credit quality radar, and cash flow forecasting - all in an accessible, mission-ready format. This session will help finance directors, treasurers, and investment staff feel confident at the controls of their government's portfolio. 

Stay in Formation or Abandon the Flight Path: Are You A Maverick? 

Congratulations, fellow aviator – you did it! In this final session of our series, we will equip academy graduates that are ready to accelerate their efficiency and optimize operations with a few final tools. You’ll learn to navigate the skies of continuous improvement with precision and agility. Just like Maverick, you’ll embrace the thrill of innovation, honing your skills to execute flawless maneuvers that streamline processes and boost productivity. Discover the power of flying in formation with your team, fostering collaboration and harnessing the collective expertise to achieve mission success. As you engage with dynamic simulations and real-world scenarios, you'll develop the tactical acumen to identify bottlenecks, eliminate inefficiencies, and propel your organization to new levels of operational excellence. By the end of this course, you’ll be ready to tackle any challenge with the confidence of a true Maverick.

RSVP NOW

Spaces are limited -  reply to this email or email marketing@abdosolutions.com by the date listed above to reserve your seat in the cockpit. Let us know which session you'll attend!

PILOT CHECKLIST

• Dress Code: Aviator sunglasses or golf shirts are encouraged (flight suits optional!)
• Who Should Attend: Bring your City Administrator or finance staff - everyone benefits! 
• Perks: Light refreshments provided (yes, the famous Moreton chocolates will make an appearance!)

"It's not the plane, it's the pilot." - Top Gun: Maverick

...and you're cleared for a smoother financial flight path.

AbdoSolutions.com   |   info@abdosolutions.com   |   EDINA (952) 835-9090   |   MANKATO (507) 625-2727