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Moody’s Corporation Has Posted an Updated Management Presentation for Investors

NEW YORK–(BUSINESS WIRE)– Moody’s Corporation (NYSE: MCO) has posted an updated management presentation for investors on its website,, as of Thursday, February 28, 2019. This presentation reflects certain information regarding the Company’s results for the three months and full… Continue Reading →

Brent J. Fields Named Associate Director in the Division of Investment Management

Washington D.C., Feb. 26, 2019 — The Securities and Exchange Commission today announced that Brent J. Fields has been named Associate Director of Disclosure Review and Accounting in the Division of Investment Management. Mr. Fields is a 23-year SEC veteran… Continue Reading →

SEC Halts South Florida Alternative Investments Scheme Targeting Retail Investors

Washington D.C., Feb. 26, 2019 — The Securities and Exchange Commission today announced fraud charges and an asset freeze against the operators of a South Florida-based investment fund scheme, one of whom has a prior felony conviction and is on parole after… Continue Reading →

S&P Global to Present at Raymond James & Associates' 40th Annual Institutional Investors Conference on March 4

NEW YORK, Feb. 20, 2019 /PRNewswire/ — Douglas L. Peterson, President and Chief Executive Officer of S&P Global (NYSE: SPGI), will present at the Raymond James & Associates’ 40th Annual Institutional Investors Conference on March 4 in Florida. Mr. Peterson is… Continue Reading →

Open Data Portals for Washington Local Government Finance Data

There is a lot of attention these days on the transparency of governmental spending.  That is as it should be.  As I’ve said before in this column, this is “other people’s money” and we in government have an important responsibility… Continue Reading →

Building the Budget around the Community it Serves

Allocating scarce community resources across the wide range of public need is one of the more important responsibilities of public agencies. After all, this is “other people’s money” that we are entrusted with to use in a way that provides… Continue Reading →

It’s Not Too Early to Think about Laying the Foundation for Your Next Budget

I know, I know. Budget already? You just adopted your budget (or if you are like us and have a biennial budget, you just finished the mid-biennium review). But wait! If you want to have a great budget experience next fall… Continue Reading →

It’s Time to Sharpen those Budget Skills

In a recent survey conducted by the Association of Washington Cities (AWC), public officials identified budget topics as the number two area of interest.  (The top topic of choice was economic development.)  This aligns with our experience over the last… Continue Reading →

Which Financial Policies Work Best? ‘It Depends.’

  I was preparing a presentation on financial management recently and was reminded of a concept that has been reinforced to me many times over the years. For purposes of this blog post, I’ll call it the ‘It Depends’ concept…. Continue Reading →

Having Great Budget Discussions

You may think it is too early to devote any serious energy to your next budget process. Or, you may be like us here at the City of Redmond where the budget process lasts about nine months and we are… Continue Reading →

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