The MSRB provides online education for municipal market participants. Materials from past MSRB presentations can be found below. View upcoming MSRB events. Access online training videos for submitters to the MSRB's Market Transparency Systems.
Education and Outreach Seminar Materials
The MSRB holds periodic education and outreach events in cities nationwide to provide market participants with information about current MSRB initiatives.
MSRB Education and Outreach Seminar - Dallas, TX (March 2013)
This seminar, co-hosted with the Municipal Advisory Council of Texas, provided market participants with updates on the MSRB's rulemaking for dealers and advisors, as well as its recent municipal market transparency initiatives.
View the seminar presentation.
MSRB Education and Outreach Seminar - Los Angeles, CA (January 2013)
This seminar provided market participants with an update on the MSRB's rulemaking for dealers and advisors, as well as its recent municipal market transparency initiatives. It also discussed creating a common framework among municipal entities, dealers and municipal advisors of what it means to protect municipal entities as defined in the MSRB’s expanded mission under the Dodd-Frank Act.
View the MSRB Rule G-17 presentation and the rulemaking presentation.
MSRB-CDIAC Education and Outreach Seminar - San Francisco, CA
(July 2012)
This seminar provided market participants and, in particular, public agencies, with information about how regulation of the market is changing and the MSRB’s long-range plan for greater market disclosure and transparency.
View the long-range plan presentation.
MSRB Education and Outreach Seminar - Chicago, IL (April 2012)
The MSRB's education and outreach seminar provided an opportunity for industry professionals to learn about the MSRB’s rulemaking efforts for municipal advisors and dealers, and about market transparency initiatives under the MSRB’s long-range plan for market transparency products.
View the rulemaking presentation and the long-range plan presentation.
MSRB Education and Outreach Seminar - Dallas, TX (February 2012)
The MSRB's education and outreach seminar provided an opportunity for municipal market professionals to learn about MSRB initiatives and current rulemaking to protect investors and municipal entities.
View the conference presentation.
MSRB Education and Outreach Seminar - Miami, FL (January 2012)
The MSRB's education and outreach seminar provided an opportunity for municipal market professionals to learn about MSRB initiatives and current rulemaking to protect investors and municipal entities.
View the conference presentation.
MSRB Education and Outreach Seminar - New York, NY (November 2011)
The MSRB's education and outreach seminar provided an opportunity for municipal market professionals to learn about MSRB initiatives and current rulemaking to protect investors and municipal entities.
View the conference presentation.
Regulatory and Compliance Training
The MSRB joins with industry groups and financial regulators to provide periodic seminars on rulemaking initiatives and compliance and enforcement issues.
MSRB-BDA Municipal Securities Regulation Seminar (October 2012)
This seminar addressed current MSRB initiatives, as well as current compliance and enforcement priorities from the perspectives of the Financial Industry Regulatory Authority and the Internal Revenue Service.
View the conference presentation.
MSRB-SIFMA Municipal Securities Regulation Seminar (October 2012)
This seminar addressed current MSRB initiatives, as well as current compliance and enforcement priorities from the perspectives of the Financial Industry Regulatory Authority and the Internal Revenue Service.
View the conference presentation.
MSRB-SIFMA Municipal Securities Regulation Seminar (June 2012)
This seminar addressed current MSRB rulemaking initiatives, and senior staff from the Financial Industry Regulatory Authority and the Internal Revenue Service discussed current compliance and enforcement issues.
View the conference presentation.
MSRB-BDA Municipal Securities Regulation Seminar (May 2012)
This seminar addressed current MSRB rulemaking initiatives, and senior staff from the Financial Industry Regulatory Authority and the Internal Revenue Service discussed current compliance and enforcement issues.
View the conference presentation.
MSRB-BDA Municipal Securities Regulation Seminar (October 2011)
This seminar addressed MSRB rulemaking initiatives over the past year, including the MSRB's implementation of the municipal securities market provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
View the conference presentation or a list of related Regulatory Notices.
MSRB-SIFMA Municipal Securities Regulation Seminar (September 2011)
This seminar addressed MSRB rulemaking initiatives over the past year, including the MSRB's implementation of the municipal securities market provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
View the conference presentation or a list of related Regulatory Notices.
MSRB-BDA Municipal Securities Compliance Seminar (May 2011)
Panel discussions addressed MSRB rulemaking initiatives over the past year, including the MSRB’s implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
View related documents.
Webinars
The MSRB holds periodic webinars for municipal market participants. Presentations associated with the webinars are available here.
MSRB Gateway Training
Registration
These sessions provided instructions on how to create a new registration in Gateway, add an organization type to an existing registration and amend a pending registration. Issuers received training on how to manage their registrations and how to create a Gateway account via the invitation process.
View related documents.
Account Management
These webinars were designed for municipal securities dealers, municipal advisors and issuers that use MSRB Gateway. The sessions covered Gateway account management, including MSRB Rule G-40 account management and user account management.
View related documents.
RTRS Training
RTRS I: Introduction to RTRS
This class provided a basic introduction to Rules G-14 and G-12(f), as well as an overview and basic navigation of RTRS Web, Form RTRS and procedures for documenting system outages.
View related documents.
RTRS II: Transaction Reporting Compliance
These classes covered regulatory status assigned to each trade report and reports available through RTRS Web, including recent enhancements of the dealer data quality reports (see MSRB Notice 2008-39). Other topics covered include reporting of transactions in certain special trading situations, RTRS Web search features and trade data exports, and frequently asked questions.
View related documents.
SHORT Training
Overview of Short-Term Obligation Rate Transparency Data System (SHORT)
This webinar for municipal securities dealers covered topics including signing in to the SHORT system, web navigation, reporting ARS/VRDO resets, search and sort methods and modifying and cancelling reports.
View related documents.
Educational Conference Calls
The MSRB hosted educational conference calls to provide an overview of the Depository Trust and Clearing Corporation’s New Issue Information Dissemination System, known as NIIDS. It also reviewed MSRB requiring underwriter participation with NIIDS and addressed frequently asked questions.
View related documents.
Questions: For additional assistance, please call MSRB Support at 703-797-6668.