Investments: Township Dollars at Work (RBR 7)
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Investments: Township Dollars at Work
Your township’s money should be working as hard as you do! Join us as we explore how the depository resolution and your township’s investment policy set the rules for smart, secure, and legal investing. We’ll walk through key components, discuss requirements and help ensure your township’s funds are invested wisely, safely and in compliance with the law.
Make the most of your township’s financial resources with a solid understanding of how your investment policy and depository resolution work together. This session will walk through the key components of both documents, highlighting what’s required, what’s recommended, and how to ensure your township’s funds are invested wisely, safely and in compliance with the law.
Counts as full credit for Chapter 7: Revenue Sources in MTA's Red Book Ready program.
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Jeff Anderson
Director of Investment Services
Michigan Class
Jeff serves as Director of Investment Services for Michigan CLASS. Prior to joining Michigan CLASS, Jeff most recently served as the Finance Director and Deputy Treasurer for Delta Charter Township where his responsibilities included accounting, auditing, annual budget preparation, purchasing, portfolio management, and many other finance related duties for the last 15 years. He additionally served as the Accounting Manager for Neogen Corporations, a publicly traded bio-tech company in the Lansing area. Jeff received a Bachelor of Business Administration in Accounting from Western Michigan University.
Jeff is an active member of the Michigan Municipal Treasurers’ Association, the Michigan Governmental Finance Officers Association, and the Knights of Columbus. Jeff has enjoyed teaching municipal budgeting classes for the MMTA and other municipal organizations over the last several years. He previously served on the Michigan CLASS Board of Trustees for six years.
