HomeMy WebLinkAboutTR_-_Wood_Bahr_-_Public_Investng Docusign Envelope ID:3A802D90-6FA4-4492-A9C1-1570DC611199 FINANCE DEPT. STAFF ONLY
LINE ITEM USED 010-03-8400 1346
TRAVEL REQUEST FY 25 BUDGETED 14,000.00
CITY OF WATERLOO EXPENDED YTD 4,922.10
THIS REQUEST 700.00
LEFT AFTER THIS
REQUEST 8,377.90
DATE 5/20/25
Original-Clerk/Finance Copy-Department
NAME(S) AND POSITION(S): DATE: 5/20/25
Bridgett Wood - Finance Director
Kim Bahr-Assistnat Finance Director
NAME OF CLASS/ MEETING: DESTINATION:
webinar
Best Practices and Strategies for Public Investing DEPARTURE POINT
IF NOT WATERLOO:
DEPARTURE DATE: RETURN DATE: DATE(S) OF MEETING:
10/7/2025 10/9/2025 10/7-9/2025
PURPOSE OF TRAVEL/TRAINING:
Learn the importance for governmental entities to have a robust investment policy and corresponding
procedures, andbrings attention to GFOA's best practices related to investing.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST $
YES NO
METHOD OF TRAVEL:
CITY VEHICLE PRIVATE VEHICLE
AIRFARE DEPARTING FROM:
ESTIMATE OF COST: BUDGET LINE ITEM: 010-03-84001346
LODGING TAXI X GRANT REIMBURSABLE
MEALS PARKING YES NO
700.00 REGISTRATION AIRFARE X REQUIRED CERTIFICATION
MILEAGE/FUEL MISC/TOLLS YES NO
TOTAL FOR ALL: $ 700.00 TOTAL: $ 350.00 PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE Date Approved by Finance Committee:
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
Bridgett Wood 6/2/2025
DEPARTMENT HEAD DATE
Signed by:
05/20/2025
DATE
K:AShared Goodies\Forms\Travel Request Form