The MSRB provides online education for municipal market participants. Training documents can be found below. View upcoming MSRB events.
Education and Outreach Seminar Materials
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
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. View 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. View 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.
Recent Webinar Presentation
The MSRB holds periodic webinars for municipal market participants. Presentations associated with the webinars are available.
Using EMMA to Find Great Stories in Municipal Bonds (originally conducted on March 27-28, 2012)
The Municipal Securities Rulemaking Board and the Reynolds Center for Business Journalism hosted a webinar series designed specifically for journalists. The webinar series familiarized reporters with the data and documents available on the EMMA website, how to find this information and why it is invaluable to business, government and personal finance reporters. View related documents.
New EMMA Submissions (originally conducted on May 10, 2011)
The MSRB conducted a webinar on the process of submitting to EMMA additional voluntary information, including preliminary official statements, voluntary primary market documents and information about the timing and accounting standards used in preparing annual financials. View Related Documents.
New EMMA Voluntary Disclosures Overview (originally conducted on May 5, 2011)
The MSRB conducted a webinar to preview the additional EMMA voluntary disclosure options available to issuers and obligated persons beginning May 23, 2011. View Related Documents.
New SHORT System Submission Requirements (originally conducted on May 4, 2011)
The MSRB conducted a webinar to assist individuals responsible for submitting additional ARS and VRDO information and documents to the SHORT System as a result of changes to MSRB Rules G-8 and G-34. View Related Documents.
MSRB Municipal Advisor Fiduciary Duty and Fair Dealing Rules
The MSRB conducted a webinar on draft MSRB Rule G-36, covering municipal advisors' fiduciary duty, and the draft MSRB Rule G-17 interpretive notice, covering municipal advisors' fair dealing obligations. View related documents.
MSRB Municipal Advisor Pay to Play Rule
The MSRB conducted a webinar to discuss the details of draft MSRB Rule G-42, which addresses pay to play activities of municipal advisors. View related documents.
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.
Primary Market Training
MSRB Primary Market Submission Update
These webinars provide training for municipal securities underwriters, dealers and their agents. The sessions will provide instructions on accessing MSRB Gateway, navigating to EMMA Dataport and submitting continuing disclosure information required by amendments to MSRB Rule G-32 that take effect February 14, 2011. View related documents.
Continuing Disclosure Training
Continuing Disclosure Overview
The MSRB held a webinar for municipal bond issuers, obligated persons and agents provided an overview of the continuing disclosure service of EMMA, including the registration and confirmation process associated with submitting documents and navigating the site. View related documents.
Municipal Securities Seminar on EMMA and Continuing Disclosure Submissions
This seminar for municipal securities issuers and obligated persons discussed the MSRB’s Electronic Municipal Market Access (EMMA) website and the process for making continuing disclosure submissions. An agenda and other information about the seminar are provided in a notice found here. 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.