Financial Planning Program
Considering the financial challenges public entities face today, from limited revenues to increasing expenditures, the need for sound financial forecasting is greater than ever. We believe that a well-documented, well-constructed financial plan is invaluable to address this need. This is your toolkit for making solid, data-driven decisions and your key to ensuring long-term financial success. PMA has been helping clients obtain this success for more than 25 years.
PMA FPP™ is a long-term (five-year) financial tool that provides a clear and succinct financial path for a public entity, allowing a governing board, an administration and community stakeholders to make well-informed data-driven decisions.
What Does PMA FPP Entail?
PMA FPP™ is a financial planning program that allows interaction with a full spectrum of assumptions in order to project a public entity's (i.e., school district or special education cooperative) financial position. PMA projects these positions by analyzing years of historical Annual Financial Report data and combines the analysis with a public entity's current budget and projections for revenue and expense variables.
Overall, PMA FPP analyzes more than 2,000 line items per Fiscal Year (FY) in order to provide a comprehensive financial path that will become an integral part of the financial management process and an indispensable tool for sound fiscal policy. Some of these line items include: five years of annual financial reports, current budget, tax levy extensions, debt retirement schedules, equalized assessed valuations, new property growth, Consumer Price Index, tax-cap limitations, referendum rate module, class size by grade, student enrollment by grade, teacher salary scatter-gram and staff retirement plan.
Referendum Planning
PMA FPP's referendum planning module produces a year-by-year strategy.
For More Information
To open an account, or for more information, contact your WISC representative at 414-225-0099 or email jcarew@pmanetwork.com.
Download more information about WISC financial planning program here.
Other WISC Service Programs
Banking and Cash Management
Cash Flow Management
Bond Proceeds Management
Financial Planning Program
Money Market and Liquid Investment Options
Fixed Income Trading
Credit Risk Analysis
 
800.783.4273 | INFO@INVESTWISC.COM
788 N. JEFFERSON, SUITE 550  |  MILWAUKEE, WI 53202

This information does not represent an offer to sell or a solicitation of an offer to buy or sell shares of the Fund or any other security. Shares in the Fund are sold or bought only based on the information contained in the current Fund Information Statement. The Information Statement contains important information and should be read carefully before investing. While the Fund seeks to maintain a stable net asset value of $1.00 per share, there can be no assurance that the net asset value will not vary from this price. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Fund shares are marketed through PMA Securities, Inc., member FINRA. The yields presented on this website represent past performance and are not a guarantee of future results. The fund may, from time to time, adjust certain management fees and expenses, which may affect the yield.

The daily rate refers to the net income generated over the previous one-day period; the income is then annualized. Fund performance changes over time and current performance may be lower or higher than what is stated. The yields represent past performance and should not be viewed as a guarantee of future results. The most recent yield information can be viewed by selecting “Rate Update” or you can call 1-800-783-4273. The CMS and IS are managed portfolios whose holdings are subject to change. For more complete information, please read the WISC (the “Fund”) information statement before investing with the Fund, which is provided on the WISC website or can be obtained by calling the numbers provided above. You should consider the fund's investment objectives, risks, charges and expenses before you invest. Information about these important subjects are detailed in the information statement, which you should read carefully before investing.

The CMS and IS are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds. The Cash Management Series offers treasury management services while the Investment Series does not. As a result, the expenses are higher for the Cash Management Series than those of the Investment Series. This means that the Investment Series is expected to have a higher net yield than the Cash Management Series. Expenses are detailed in the Information Statement under "Expenses of the Portfolio."