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Board unanimously approves annual investment policy; district finance officer discloses no conflicts
Summary
Lake Dallas ISD trustees approved the district's required annual investment-policy review and adoption. The investment officer reported compliance steps, authorized investment instruments and said she had filed a disclosure that she had no conflicts of interest or related-party business relationships.
The Lake Dallas Independent School District Board of Trustees unanimously approved the district's annual investment policy review on Sept. 22 after receiving a presentation from the district's investment officer.
The board heard that state law and board policy require an adopted written investment policy, annual review, designation of an investment officer, required training for that officer, quarterly investment…
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