Professional Renewal Credits

TEXPO® 2023 ACCREDITATIONS: Approved for up to 13.4 CTP/CCM recertification credits by the Association for Financial Professionals.
Approved for up to 13.4 FP&A recertification credits by the Association for Financial Professionals.
Approved for up to 12.9 CPE credits. Alliance of TEXAS Treasury Associations (ATTA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN, 37219-2417.
Accredited by the Government Treasurers Organization of Texas and the Center for Public Management – University of North Texas. Approved for up to 8 GTOT credits for required investment training under the Public Funds Act (PFA).


Session Levels

Each session title includes a designation for the level of material presented. An explanation of each level and the prerequisites for that session level are stated below.

Executive (X)

Sessions are designed for service executives with extensive experience. These sessions may be an executive summary of new developments in an area of corporate financial management, and/or a high-level technical discussion.

The material presented assumes the participants have a high level of experience. This track is designed for the experienced, senior level Treasury professional who wants to delve deeper into higher-level topics.

Advanced (A)

Sessions in this level are designed for treasury professionals with significant experience in the subject matter, but who are interested in new developments, a higher level of understanding and/or more detail understanding.

These sessions do not include any Basic introductory material.

Intermediate (I)

Sessions in this level are designed for general attendance by participants with a wide variety of experience levels. The subject matter is designed for practical application and will not include more than a minimal amount of Basic material.

The majority of sessions fall into this category.

Basic (B)

Sessions in this track are designed for participants with shorter experience levels who are seeking a basic understanding of the subject matter. Some participants may have substantial business experience but may not have experience in the session subject matter. Others may attend the session as a refresher.

Material presented will not go beyond the Intermediate level.