Events





Overview of Public Procurement: GFOA Webinar

December 6, 7 & 8 2021 | 2-4:45 p.m. ET

Details:

Procurement is an essential function for all governments and serves to provide service that connects public sector operations with private sector suppliers, contractors, and providers. High performing procurement functions not only support government’s responsibility to use resources effectively, they also promote efficient operations, reduce business continuity risk, and work to maintain trust in government. Unfortunately not all organizations utilize procurement to its full strategic potential. In this course, instructors will cover the basics of public procurement, provide an overview of key processes and policies, highlight important features and tools of modern procurement functions, and explain how the profession is evolving to better meet the needs of governments.

Learning Objectives:

Member Price: $315.00
Non-member Price: $630.00

Click here to register.




Best Practices and Strategies for Public Investing: GFOA Webinar

November 30, December 1 & 3  |  12:30-3:15 p.m. ET

Details:
This course offers attendees a comprehensive agenda of the concepts and techniques needed to effectively manage their investment portfolios. This two-day course highlights the importance for governmental entities to have a robust investment policy and corresponding procedures, and brings attention to GFOA’s best practices related to investing. Through interactive activities and classroom presentations, attendees will gain a better understanding of the various elements of an investment program, whether the portfolio is managed internally or externally. Topics covered include: cash flow forecasting, hiring and managing external professionals, types of investments commonly used in the public sector, investment strategies for liquidity and core investment funds, managing risks, benchmarking, and reporting.

Learning Objectives:

Those who successfully complete this seminar should be able to:

Member Price: $315.00
Non-member Price: $630.00

Click here to register.




Understanding Government Compensation and Payroll: GFOA Webinar

November 17, 18 & 19 | 2-4:45 p.m. ET

Member Price: $315.00
Non-member Price: $630.00

REGISTER




Essential Tools for Effective Payable Policies and Procedures in the Treasury Department: GFOA Webinar

November 8, 2021 | 2 p.m.-4 p.m. ET

Details:

Governments make payments every day through a variety of avenues, including ACH, checks, wire transfers, p-cards, cash, and other methods. It is critical that governments have appropriate policies and procedures in place to ensure timely payments, maintain necessary government operations, and prevent against internal and external fraud instances. This course will assist finance officers with developing, reviewing, and updating their policies and procedures related to payables. Key components of the training will include: Overview of payable methods typically used by governments Benefits and risks of utilizing electronic payments, cash payments, and check payments Expanding options available for making electronic payments Third-party relationships required to make payments (banks, payment providers, etc.) Tracking payments internally and the associated software needs Internal controls required to prevent internal and external fraud Timely reconciliation and record keeping.

Learning Objectives:

Review the core payables function in the Treasury Office
Learn recommended policies and procedures
Identify fraud hazards from multiple sources and ways to prevent fraud
Understand the opportunities and responsibilities with any external relationships used to assist with a government’s payables function

Member Price: $85.00
Non-member Price: $170.00

REGISTER




Fitch ESG Outlook Conference.

8-9 December 2021 | 09:00 – 13:00 EST

We’re pleased to announce our first ESG Outlook Conference under Sustainable Fitch – the second annual ESG Outlook presented by Fitch Group.

Don’t miss your chance to experience ESG in action. See first-hand how ESG data is leveraged to communicate the true financial risk and impact of companies worldwide.

This two-day virtual event includes a valuable mix of keynotes, interviews, case studies and workshops including attendee participation and interaction. Beyond the standard high-level view, take a deep dive into the intersection of ESG risk and debt capital markets. Day 2 will feature specific break-out sessions by sector with real use cases and actionable take-aways.

Here is a sneak peek at this year’s agenda:

Day 1 – 8 December

Day 2 – 9 December

You don’t want to miss this event so register today!

REGISTER NOW




Fitch Quarterly Review on ESG 3Q21.

Thursday 28 October | 15:30 BST | 10:30 EDT

Please join Sustainable Fitch for our quarterly live presentation on ESG and its ever-growing credit implications. Our Sustainable Finance team will be reviewing the latest developments in the ESG markets and give you a glimpse of the wealth of resources Fitch’s dedicated specialists produce.

The discussion will focus on:

Speakers:

Register now.




NFMA Introduction to Municipal Bond Credit Analysis.

Each year since 1987, the NFMA has held the Introduction to Municipal Bond Credit Analysis. Though the pandemic has prevented the in-person presentation again this year, we have invited speakers to discuss eleven topics over three afternoons, on November 17, 18 and 19, 2021. This course is designed for new analysts, support and sales personnel, and has also been found worthwhile for seasoned analysts seeking to brush up on other sectors. Non-members are welcome to attend.

To view the program, click here.

One registration fee covers all three sessions which run from Noon Eastern to 4:45pm on Days One and Two, and until 3:40pm on Day Three. Registrants may stay logged in to Zoom during breaks and may attend the live sessions and/or watch the replays until February 1, 2022.

Registration for is $200 for the webinar series. We are offering group registration for up to five registrants at a cost of $500.

To register one person, click here.

To use the group form, click here.




ARPA Funds: Non-Entitlement Units - GFOA Webinar

October 12, 2021 | 11 a.m.-Noon ET

Details:

In this Just-in-Time training, GFOA’s Federal Liaison Center covers the Coronavirus State and Local Fiscal Recovery Funds (SLFRF) through the lens of Non-Entitlement Unit (NEUs) recipients. NEUs are defined as, “local governments typically serving a population under 50,000”. Join October 12 for a recap and revision of current SLFRF guidance specific to NEUs.

Who Will Benefit:

CFO/Finance Director, Controller, Budget Manager, Accountant, Treasurer, Debt Manager, Depart Dir.

Learning Objectives:

Member Price: Free
Non-member Price: $70.00

REGISTER




Disclosure Update: GFOA Webinar

October 4, 2021 – 2 p.m.-4 p.m. ET

Details:

Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB’s EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA’s best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Learning Objectives:

Those completing this seminar will be able to:

Member Price: $85.00
Non-member Price: $170.00

REGISTER




SEC, MSRB, FINRA to Hold Compliance Outreach Program for Municipal Advisors.

Washington D.C., Sept. 20, 2021 — The Securities and Exchange Commission’s Division of Examinations and Office of Municipal Securities (OMS), the Municipal Securities Rulemaking Board (MSRB), and the Financial Industry Regulatory Authority (FINRA) today announced the opening of registration for the 2021 Compliance Outreach Program for Municipal Advisors. The virtual program will be held Thursday, Oct. 7, 2021, from 10 a.m. to 5 p.m. ET. Additional information and program materials, including the agenda are available on the SEC website.

The program will provide municipal advisors and other municipal market participants an opportunity to hear from SEC, MSRB, and FINRA staff on timely regulatory and compliance matters. Topics of discussion include managing conflicts of interest disclosures; operational considerations for registered municipal advisors; municipal advisors’ participation in new issue pricing; preparing for an examination; SEC and FINRA examination processes and common observations; and relevant SEC and FINRA enforcement actions. A tutorial on using the EDGAR system will also be presented.

“OMS is pleased to participate in this event for municipal advisors in the virtual format. We enjoy the opportunity to speak directly to and encourage a dialogue with the municipal advisor community. Our goal with this event is to promote a greater understanding of and compliance with municipal advisor duties under the federal securities laws,” said OMS Director Rebecca Olsen.

Daniel Kahl, Acting Director of the SEC’s Division of Examinations added, “I am delighted that we are once again holding this important outreach event. This program is one example of the Division’s efforts to be transparent when it comes to the examination program and includes panels on common exam findings and how to prepare for an examination. With representatives of the SEC, MSRB, and FINRA, as well as industry participants, the program should provide an excellent learning opportunity for municipal advisors regarding their regulatory obligations from multiple perspectives. The open dialogue I expect at the event should serve to bolster compliance efforts and ultimately enhance investor protection.”

MSRB Chief Regulatory Officer Gail Marshall said, “We are pleased to again partner with the SEC and FINRA on a program that allows us to engage with municipal advisors across the country. This program is a great capstone to the series of virtual regional town halls for municipal advisors that the MSRB held during the summer months. Creating opportunities such as this to engage in thoughtful dialogue will better inform our work that is centrally focused on reducing unnecessary costs and burdens for municipal advisors while also finding impactful ways to support compliance.”

“The municipal securities market plays an important role in U.S. capital markets, providing opportunities for new and experienced retail investors as governments leverage bonds, complex structured products and financial derivatives to address their infrastructure and capital needs,” said Bari Havlik, FINRA’s Executive Vice President of Member Supervision. “This program enables municipal advisor firms across the country to hear from regulators about areas of oversight, compliance and obligations that promote a fair and efficient market.”

Registration is being administered by FINRA. The program is free and open to all. Register to attend the program here. For those who cannot attend the live virtual program, the recording will be archived on the SEC’s Compliance Outreach Program for Municipal Advisors webpage for later viewing. To submit questions in advance of the event, email [email protected]




Extreme Weather and Municipal Credit: Understanding the Risks and Opportunities - NFMA Webinar

October 21, 2021

Free to NFMA members; $100 for non-members. To register, go to the Event Calendar or click here.




BDA Bonding Time Podcast: Infrastructure Analysis and Muni Bonds

In this installment of Bonding Time featuring Tom Kozlik of HilltopSecurities, we discuss the ongoing infrastructure deliberations in Congress including the recent introduction of muni provisions in the Ways and Means reconciliation draft and handicap potential next steps in both the House and Senate.

We also discuss the immediate and long-term impacts of a potential federal default and a government shutdown on the overall health of the markets and the current lack of a plan to solve these self-made crises.

Listen to the podcast.

Bond Dealers of America

September 21, 2021




Moody's Muniland Podcast: US Infrastructure Bill Would Reduce Lead Contamination; US West Drought Hits Water Supply

Dan Kowalski and Michael Wertz of the US Public Finance team discuss the bill’s funding to replace lead service lines and water utilities facing a mix of aging assets and climate change.

Plus, Steven Goodman-Leibof and Helen Cregger weigh in on the credit effects of water reductions in Arizona, Nevada and California.

LISTEN TO THE PODCAST




Introduction to ESG Ratings: Fitch Webinar

22 September 2021 | 16:00 BST | 11:00 EDT

Join us on Wednesday 22 September, 4:00 PM BST, for a presentation of Sustainable Fitch’s new ESG Ratings.

For this webinar we are pleased to offer translation into Spanish and Portuguese. Please choose your preferred language on the widget in the webinar console.

Fitch Group’s new division, Sustainable Fitch, recently launched a comprehensive range of ESG Ratings products, at both an entity and instrument level, for all asset classes globally.

The ESG Ratings suite is designed to help market players to discriminate the ESG quality of both financial instruments and the entities that issue them. Our ESG Entity Ratings evaluate an entity’s activities from an environmental and social perspective, as well as the quality and outcomes of its policies and governance. Our ESG Instrument Ratings assess the ESG credentials of individual bonds or loans in the context of the entity that is issuing them, and where there is a labelled or KPI-linked instrument also provide a standalone assessment of the quality of the framework. Fundamentally, the focus of our ESG Rating analysis is on actions, outcomes, impacts and activities rather than purely on policies and broader commitments. Our instrument analysis looks beyond the labelling to focus on the fundamentals.

The ESG Ratings suite can assess all types of debt instruments (bonds and loans), whether they are labelled, plain vanilla, or structured instruments, as well as any type of entity (corporate, leveraged finance, financial institution, sovereign, supranational and agency (SSA), project finance, public finance and structured finance).

In this session, Andrew Steel, Managing Director, Global Head of Sustainable Fitch, and Gianluca Spinetti, Senior Director, Head of Product Development, will detail the ESG Rating methodology, explain how ratings can be used and discuss findings from the first universe of ratings assigned.

Highlights Include:

Questions can also be emailed in advance to [email protected]

REGISTER NOW




Novogradac Private Activity Bond and 4% LIHTC Overview Recording.

Monday, July 26, 2021 – 7:43am

On-Demand Training

The Novogradac Private Activity Bond and 4% LIHTC Overview Webinar Recording presents an overview of the major accounting concepts associated with the use of private activity bonds and 4 percent low-income housing tax credits (LIHTCs) to finance affordable multifamily rental housing properties. The recording focuses on the 50% Test, the 95-5 Test and challenges of complying with bond rules and LIHTC rules.

Click here for the recording.




How to Explain Pension Obligation Bonds to Your Governing Board: Orrick On-Demand Webinar

On-Demand Webinar | August 26.2021 | 2pm – 3pm (Eastern Daylight Time)

Panelists on this Web Seminar will discuss and analyze the issuance of pension obligation bonds from the decision-making perspective of an issuer, sharing examples of principal considerations that an issuer’s finance managers and governing board members are called to consider prior to moving forward with a pension obligation bond (POB) issuance:

Donald Field, a partner with Orrick, Herrington & Sutcliffe LLP, will lead an experienced panel through these and other critical questions. The focus of the panel will be to share recent market experience with issuers considering POBs, particularly governing board members and those who might be tasked with presenting for governing board consideration the how’s and why’s of POBs as an effective tool to address rising pension costs, and the development of pension funding policies for best financial practices.

Key Presenters:
Donald Field
Partner, Orrick
(Moderator)

Oliver Chi
City Manager, City of Huntington Beach
(Speaker)

Mark Young
Managing Director, KNN Public Finance
(Speaker)

John Kim
Managing Director & Executive Committee Member, Stifel
(Speaker)

Kevin Hale
Counsel, Orrick
(Speaker)

Mike Perkowski
Co-Founder and Partner, New Reality Media, LLC
(Bond Buyer Moderator)

Click here to watch the webinar.




BDA’s Fixed Income Leadership Three-Part Webinar Series is NEXT WEEK.

September 9-10, 2021

Thursday, September 9
Time – TBD

Corporate Market Structure, New Technologies, and Liquidity Providers
The conversation will focus on the evolution of electronic trading since the pandemic began, trading protocol usage, the role of non-bank liquidity providers, and what to watch in the coming year.

Friday, September 10
10:00 am ET

Bond Market Regulation – 4210, G13, 15c2-11, Muni Advisor Rule, Corporate Syndicate Rule, Remote Work
Hear from senior staff of the SEC, FINRA, and MSRB on hot topics in fixed income regulation, compliance, and enforcement. We will examine issues like FINRA’s margin rule, MSRB Rule G-13 and the recent related compliance case, SEC Rule 15c2-11, and other key topics. Dan Deaton, partner at BDA member firm Nixon Peabody, will provide commentary.

Friday, September 10
11:00 am ET

Municipal Markets 2021 – Credit Conditions and Issuance Expectations, plus What to Expect from Washington, DC
We will look into current credit conditions and issuance expectations as localities continue to recover from the COVID-19 pandemic and what we can expect for the remainder of the year. The discussion will also provide a legislative update and the current status of key muni legislation in DC.

Registration Fees
*For full series of all three webinars

Single User – $95
Firm Enterprise Fee (up to 50 weblinks per firm) – $300

Click here to register.

Please contact Rebecca Cooke-Rodriguez if you would like to change your registration at [email protected]




CDFA // BNY Mellon Development Finance Webcast Series: Layering the Capital Stack

September 21, 2021 | 2:00 PM – 3:00 PM Eastern

The phrase “Capital Stack” is one that is pretty commonplace in the Development Finance nomenclature these days, but what does it truly mean to build the Capital Stack and how can it work for your project? This session will discuss how Bonds, Tax Increment Finance, Tax Credits as well as the litany of federal funding through recent legislation can work for your project and ultimately the community that is benefitting.

Click here to learn more and to register.




GFOA 2021 GAAP Update.

November 4, 2021 | 1 p.m.-5 p.m. ET

Details:

Government Finance Officers Association (GFOA) will offer its 2021 GAAP Update on November 4, 2021, with encore presentations on December 9, 2021, and January 13, 2022, using GFOA’s online learning management system (LMS).

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services Center staff.

Key topics* that will be covered during this year’s session include:

New GASB pronouncements:

Updates on GASB projects on:

Special segment – Implementing GASB 87, Leases, first effective for fiscal years ending June 30, 2022

Update on new developments impacting audits of state and local governments, including implications of CARES Act and ARPA assistance

Common deficiencies seen in applications for GFOA’s Certificate of Achievement for Excellence in Financial Reporting

Current Implementations:

*Topics are subject to change

Learning Objectives:

REGISTER




Best Practices for Rural Development Finance Agencies: CDFA Rural Development Finance Webinar Series

August 31 | 2:00 PM – 3:00 PM Eastern

There are hundreds of development finance agencies working in concert to support rural communities. They exist at all levels of government, in communities of all sizes, and provide financing programs to address multiple capital needs. How do you find a development finance agency that is the right fit for your rural community? During the third installment of the CDFA Rural Development Finance Webinar Series, discover best practices of development finance agencies to help you identify the right partner for your projects.

Click here to learn more and to register.




Novogradac 2021 Fall Opportunity Zones Conference.

Hilton Cleveland Downtown & Online | October 21, 2021 – 8:30am to October 22, 2021 – 5:30pm

Introducing the Novogradac 2021 Fall Opportunity Zones Conference.

Develop your professional relationships and reconnect with others active in opportunity zones (OZ) investment in Cleveland, a city that is benefiting from more than $250 million of OZ investment. Learn from qualified opportunity fund (QOF) managers, investors, developers and Novogradac accountants who will discuss the state of the marketplace, types of project trends, plus structuring and operational considerations of QOFs.

For those unable to join us in Cleveland, we invite you to join us online, where you can view our panels, chat with both in-person and virtual attendees, plus watch online-only content of the event.

Click here to learn more and to register.




Complimentary GFOA Training on the CSLFRF Compliance & Reporting Guidance.

The first reporting deadline for the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) is quickly approaching at the end of August. To bring CSLFRF recipients up to speed with their compliance and reporting responsibilities as well as a breakdown of each type of report, GFOA is hosting a complimentary just-in-time training next week.

Learn more.




CDFA Rural Development Finance Webinar Series: Best Practices for Rural Development Finance Agencies

Tuesday, August 31, 2021 | 2:00 PM – 3:00 PM Eastern

Best Practices for Rural Development Finance Agencies

There are hundreds of development finance agencies working in concert to support rural communities. They exist at all levels of government, in communities of all sizes, and provide financing programs to address multiple capital needs. How do you find a development finance agency that is the right fit for your rural community? During the third installment of the CDFA Rural Development Finance Webinar Series, discover best practices of development finance agencies to help you identify the right partner for your projects.
Moderator(s)

Click here to learn more and to register.




CDFA Federal Financing Webinar Series: The Federal Role in Financing Broadband

Tuesday, September 14, 2021 | 2:00 PM – 3:30 PM Eastern

The Federal Role in Financing Broadband

Next-generation technology will increasingly rely on 5G networks. Communities with small economies and insufficient capacity to fund and operate their own broadband networks will become underserved and left behind. Federal agencies such as the National Telecommunications and Information Administration (NTIA), the USDA, and the Federal Communications Commission (FCC) have financing programs available to help bridge the gap communities face when assembling capital to invest in their broadband networks. During this installment of the CDFA Federal Financing Webinar Series, experts will discuss how federal financing tools can be used to fund 5G broadband networks.

Click here to learn more and to register.




Introduction to the American Rescue Plan Act Funds for Water Bill Assistance and Infrastructure Projects: GFOA Webinar

August 12, 2021 |. 1 p.m.-2:15 p.m. ET

Details:

Legislative activity on Capitol Hill in the year 2020 was dominated by the development of multiple aid packages in response to the outbreak of COVID-19. To address the vital need for widespread access to drinking water & wastewater utilities, Congress has authorized billions to assist households and utilities with water utility affordability and stormwater infrastructure projects. Join experts from the Government Finance Officers Association (GFOA) and Environmental Finance Center Network (EFCN) for an introduction to the American Rescue Plan Act (ARPA, the Low-Income Housing Water Assistance Program (LIHWAP), and Emergency Rental Assistance Program (ERAP) to learn what to expect when dealing with these federal assistance programs.

Click here to learn more and to register.




Overview of Public Procurement: GFOA Webinar

August 12, 13 & 16 | 2-4:45 p.m. ET

Click here to learn more and to register.




Intro Public-Private Partnership (P3) Finance Course: CDFA Webinar

August 11-12, 2021 | Daily: 12:00 – 5:00 PM Eastern

Overview

The Intro Public-Private Partnership (P3) Finance Course examines this emerging development finance model with a focus on how development finance agencies can adopt P3 principles to address a variety of projects. This course covers basic P3 concepts, key players involved in transactions, asset valuation, contract negotiation, risk assessment, revenue stream development, and feasibility analysis. In addition, several P3 projects from across the country will be presented, and P3 experts will analyze the successful elements in each deal.

Interest in P3 financing is growing as state and local governments face tough budget decisions along with declining federal investment in infrastructure. Several state and local agencies have used P3 to finance real estate developments, schools, parking garages, public transit, affordable housing, water facilities, and more. During the Intro P3 Finance Course, industry experts discuss the common characteristics and drivers of P3 financing’s throughout the country and explain the various structures of these deals.

This course will qualify for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Join us online, and start down the road to personal and professional advancement today.

Click here to learn more and to register.




The NABL Workshop: Hybrid 2021

NABL is bringing back its in-person meetings with The Workshop: Hybrid 2021, October 13-15, 2021, at The Fairmont Hotel in Chicago. It’s time for you to mark your calendar as “busy” and register for the conference early. The event will have limited in-person seating due to COVID-19, so it’s important to secure your spot now. In-person registration will be filled on a first-come, first-served basis. We are also providing a virtual option for The Workshop.

If you join NABL as a member and register for The Workshop by Friday, August 20, you will save more than $200 off the conference rate, and your membership will extend through December 31, 2022! The cost for joining plus The Workshop is $1,140 (nonmember registration, without joining, is $1,345). As a member, you will receive significant discounts on all CLE webinars and conferences through 2022, plus receive access to member-only areas of the website.

This year’s conference will include:

Check out this year’s line-up! The meeting will offer up to 11.25 live CLE credit hours for those who attend in-person or virtually. For in-person registrations, NABL will send an email with the hotel reservation information to secure your hotel room.

In-Person Registration Requirement: All in-person attendees must be fully vaccinated prior to attending the conference. Registered attendees will need to email a PDF of their COVID-19 vaccination record card as proof to NABL at [email protected], by Friday, September 3, 2021. If you register for in-person and don’t provide proof by September 3, your in-person registration will default to a virtual registration.

Join and Reserve Your Spot Now for The Workshop: Hybrid 2021!




Novogradac 2021 Affordable Housing Tax Credit and Bond Conference.

September 30 – October 1st, 2021, Hutton Hotel, Nashville TN & Online

Click here to learn more and to register.




BLX/Orrick 2021 Post-Issuance Compliance Workshop - Hybrid Event: Registration Now Open

October 28-29, 2021
Hybrid Event At the Vdara Hotel and Spa and Virtual

REGISTRATION NOW OPEN:

Click here to register for limited IN-PERSON attendance
Click here to register for VIRTUAL attendance

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The 2021 Workshop will be a hybrid event, with very limited in-person attendance and a livestream option. In-person attendance will be limited to 32 attendees, based upon the conference facilities and social distancing guidelines. In addition, through the livestream option, we will make available all the content on a virtual platform with the ability for participants to interact with the presenters and with other attendees throughout the workshop. Both the in-person and livestream options will allow participants to replay any of the sessions for up to 30 days after the event.

Our desire is to host an event for the community that provides timely and relevant information while following Orrick’s recommended protocols and is safe for both the attendees and for our team. The livestream option represents an exciting way for us to bring our content to a much broader audience.

Please note: Due to the limited in-person capacity, live attendance at the Vdara will be restricted to one person per organization.

COVID-19 Safety Protocols for In-Person Attendance

Our goal at this event is to promote healthy behaviors and maintain a healthy environment for all participants. Accordingly, we will adhere to the following preventative measures for those attending the Workshop in person and while at Workshop events:

These safety protocols are subject to change. Please check back for updates.

In addition, for information on the Vdara’s Seven-Point Safety Plan, please click here.

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

At the Workshop, learn valuable information relating to the following:

FINAL AGENDA – Please check back for updates.

BLX SENIOR REPRESENTATIVES & ORRICK TAX PARTNERS TO PRESENT AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

WORKSHOP MATERIALS

Electronic, downloadable versions of all Workshop materials will be accessible via a secure log in site 3 days prior to the start of the Workshop so that all attendees may save and view the materials on their own device.

Please note, for in-person attendees, hard copies of Workshop materials will NOT be provided. Please download and save the electronic materials to your device prior to the Workshop or print off and bring copies of the materials with you.

CPE and MCLE Credits offered

HOTEL INFORMATION

BLX has secured a limited number of rooms at a special discounted rate of $135* (plus applicable fees) at the Vdara. The last day to book a room will be October 6, 2021. To reserve your room, click here.

GENERAL SCHEDULE – For Travel Planning Purposes

Thursday, October 28th
7:00 am – 8:00 am Registration & Breakfast
8:00 am – 12:00 pm Workshop Sessions
12:00 pm – 1:00 pm Lunch
1:00 pm – 5:30 pm Workshop Sessions
5:30 pm – 7:00 pm Cocktails (details to be determined)

Friday, October 29th
7:30 am – 8:00 am Breakfast
8:00 am – 12:00 pm Workshop Sessions
12:00 pm Workshop Concludes

WORKSHOP PRICING

Nonprofit organizations:

Issuers / governmental organizations:

Other professionals**:

An invoice with payment instructions will be sent once registration is received.

** Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Quezada Sixtos at [email protected]

Refunds, Cancellation and Concerns

For in-person registrations, requests to refund registration fees must be received in writing by October 1, 2021 and will be subject to a $100 cancellation fee. No refunds will be granted after October 1.

For virtual registrations, requests to refund registration fees must be received in writing by October 24 and no cancellation fee will apply. No refunds will be granted after October 24.

Refunds or cancellations of hotel bookings need to be requested from the Vdara and are subject to their policies.
For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207

* Hotel Fees

A Daily Resort Fee of $39.00 plus the current applicable Clark County room tax for the Vdara of 13.4% will be charged in addition to room rates.

DISCLOSURES

ATTORNEY ADVERTISING: Prior results do not ensure a similar outcome.

BLX is a subsidiary of Orrick. BLX does not provide legal services.




2021 P3 Airport Summit.

JULY 19TH – 20TH, 2021 – MANCHESTER GRAND HYATT | SAN DIEGO

Click here to learn more and to register.




MSRB to Hold Series of Virtual Regional Town Halls for Municipal Advisors.

Washington, DC – The Municipal Securities Rulemaking Board (MSRB) today announced that it will host a series of virtual regional town halls for municipal advisor firms, where MSRB Board members and staff will provide an update on MSRB initiatives and an open forum for participants to ask questions and raise topics for discussion.

“We appreciate the opportunity to engage directly with the municipal advisor community to understand their challenges and facilitate regulatory compliance,” said Seema Mohanty, MSRB Board member and Chair of the MSRB’s Stakeholder Engagement Committee. “Over the past year, we have embraced virtual formats of engagement and look forward to this opportunity to hear from the diverse community of municipal advisors across the country.”

To supplement the open town hall format, the MSRB will hold office hours in connection with each regional event. Municipal advisor firms can sign up to have one-on-one meetings with MSRB Board members and staff during office hours.

The MSRB’s Chief Regulatory Officer Gail Marshall said, “The MSRB is committed to responsive regulation that reflects current market practices. These virtual town halls and optional office hours will be important forums for the MSRB to receive feedback from municipal advisors that helps us develop tools and resources to facilitate compliance with MSRB rules.”

Municipal advisor firms are encouraged to register for one of five regional town halls. The town halls are open to MSRB registrants only.

MIDWEST: Monday, July 19, 2021, 1:00-2:30 p.m. CT (2:00-3:30 p.m. ET) – Register here.

WEST: Thursday, August 5, 2021, 12:00-1:30 p.m. PT (3:00-4:30 p.m. ET) – Register here.

SOUTHWEST: Tuesday, August 24, 2021, 12:00-1:30 p.m. MT (2:00-3:30 p.m. ET) – Register here.

SOUTHEAST: Tuesday, September 14, 2021, 2:00-3:30 p.m. ET – Register here.

NORTHEAST: Tuesday, September 21, 2021, 2:00-3:30 p.m. ET – Register here.

Office hours will be available immediately following each town hall.

Participants are encouraged to submit questions in advance of the events by emailing [email protected]

Date: June 22, 2021

Contact: Leah Szarek, Chief External Relations Officer
202-838-1300
[email protected]




CDFA Intro Infrastructure Finance Course.

August 9-10, 2021 | Daily: 12:00 – 5:00 PM Eastern

Financing infrastructure has become one of the nation’s most pressing concerns. Communities throughout the country are aggressively searching for innovative strategies and solutions for building and operating transportation, energy, water, broadband, resiliency, and other infrastructure. The development finance toolbox provides a vast array of capital solutions – including federal and state grants and loans, bonds, tax increment financing, tax credits, revolving loan funds, opportunity zones, and public-private partnerships – all of which can be packaged in a myriad of ways.

The Intro Infrastructure Finance WebCourse will bring together development finance experts from different infrastructure disciplines to analyze the financing tools being used nationwide. This interactive web course will help communities understand the fundamental concepts behind infrastructure projects with a focus on raising capital to achieve local and regional needs. In addition, this webcourse will explore the cutting-edge structures and approaches being deployed to accelerate new investment in America’s 21st-century infrastructure.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program . Start down the road to personal and professional advancement today.

Click here to learn more and to register.




CDFA Intro Bond Finance Course.

August 4-5, 2021 | Daily: 12:00 – 5:00 PM Eastern

Bonds are the bedrock of development finance and are used to help build roads, bridges, sewers, city halls, hospitals, and thousands of public and private projects. For over a century, bonds have been spurring development and redevelopment and are a major driver for job creation and economic growth.

CDFA’s highly acclaimed Intro Bond Finance WebCourse provides an in-depth look at governmental and qualified private activity bonds, with a focus on industrial development bonds (IDBs), 501(c)(3) non-profit bonds, exempt facility bonds, and other special bond programs authorized by the federal government.

The Intro Bond Finance WebCourse addresses the basic requirements for issuing a bond, the rules and regulations that govern tax-exempt and taxable bonds, the major players involved in a bond transaction, and the roles and responsibilities of both public and private sector participants. Plus attendees will learn about the tax-exempt bond market, the ratings process, how to buy and sell bonds, and ongoing continuing disclosure.

This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address local economic challenges. Learn how to bring economic growth to your community by utilizing the vast resources of the development bond finance industry.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Click here to learn more and to register.




CDFA Intro Housing Finance Course.

August 4-5, 2021 | Daily: 12:00 – 5:00 PM Eastern

The impact of housing on economic development efforts is a critical issue in many communities. By addressing complex housing challenges and opportunities, a community creates valuable assets while also encouraging economic development and social equity. From urban centers, suburban enclaves, and rural cities, communities across the country have numerous tools available to support the development of affordable, market rate, mixed-income, and mixed-use housing. The Intro Housing Finance Course will explore how the development finance toolbox can be utilized to support a myriad of housing challenges and opportunities as well as how development finance agencies can become key partners to housing developments in their community.

The Intro Housing Finance WebCourse will begin with an introduction to the complex world of housing including introducing terminology and landscape of the housing space in community development. During this course, speakers will walk through the multitude of diverse capital sources layered into housing deals based on the type of housing being developed. Attendees will delve into innovative case studies from across U.S. of how investment in an effective housing financing strategy can help drive the success of local economic development.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Click here to learn more and to register.




Moody's Muniland Special Episode: US State and Local Government Outlooks Improve, Driven by Revenue Performance and Robust Federal Support

Matthew Butler and Natalie Claes of the US Public Finance team discuss how better-than-expected revenue and a new wave of federal assistance spurred the outlook changes for state and local governments in the face of the pandemic.

LISTEN TO THE PODCAST




CDFA Rural Development Finance Webinar Series: Assembling Capital for Rural Development

Tuesday, June 1, 2021 | 2:00 PM – 3:00 PM Eastern

Click here to learn more and to register.




CDFA Federal Financing Webinar Series: Federal Financing for Energy and Water Systems

Tuesday, June 8, 2021 | 2:00 PM – 3:30 PM Eastern

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: Rural Broadband & Telehealth Financing

Tuesday, June 15, 2021 | 2:00 PM – 3:00 PM Eastern

Click here to learn more and to register.




Bonding Time Podcast – Credit Analysis with Tom Kozlik

This installment of Bonding Time featuring Tom Kozlik of Hilltop Securities discusses the American Rescue plan which provides $350 billion in unencumbered funding to state and local governments, and the growing potential this provides for a post-COVID economic boom. We also discuss lessons learned from the Great Recession recovery and how that is impacting current policy.

Bonding Time will continue to feature a selection of market experts to discuss the current state of the municipal market combined with Federal legislative and regulatory policies impacting muni market structure.

Topics will include:

Click here to listen to the podcast.

Bond Dealers of America

May 21, 2021




GFOA Webinars on New Treasury Guidance.

On May 10, the U.S. Department of Treasury released guidance on the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) included in the American Rescue Plan Act. The CSLFRF includes nearly $130 billion in direct, flexible aid to local governments in America, as well as other crucial investments in local communities.

GFOA will be hosting two complimentary webinars on May 19 and May 21 to brief members on the guidance.

To register for the sessions, see the links below:

Treasury’s release of the guidance includes a number of resources including: the interim final rule, a fact sheet, initial FAQs, and information for non-entitlement units of government.

The FLC is currently reviewing the guidance and will be providing updates on GFOA’s CSLFRF Guidance FAQ page.

Review will be ongoing so please check back regularly for the latest updates.




Novogradac Private Activity Bond and 4% LIHTC Overview Webinar (June 2021)

Thursday, June 17, 2021 – 10:00am to 12:00pm

This course presents an overview of the major accounting concepts associated with the use of private activity bonds and 4 percent low-income housing tax credits (LIHTCs) to finance affordable multifamily rental housing properties.

Topics Covered

Click here to learn more and to register.




An Economy of Well-Being at the Local Level: GFOA Podcast

GFOA’s Jake Kowalski recently spoke with Mark Anielski, a well-being economist with a background in local government, about a unique and practical approach to measuring well-being. Mark discusses his work helping government play a crucial role in measuring performance and progress in terms of well-being of mind, body, spirit, and the natural environment.

LISTEN




“BONDING TIME” Podcast – Diversity, Equity & Inclusion in Financial Markets.

Diversity, Equity & Inclusion in Financial Markets with Leo Harmon of Mesirow

Listen to podcast.

Bond Dealers of America

April 14, 2021




NABL U: The Essentials

If you or someone you know wants to enhance their knowledge of public finance tax law, especially those who are new to bond law or other market participants, you should attend The Essentials: Virtual 2021, June 8-11, 2021. Participants will receive a straightforward introduction to fundamental laws and principles relevant to the practice, and attendees with multiple years of experience will continue to build on the broad expertise necessary for a successful practice in public finance.

For those who practice tax law, here are six sessions that may interest you:

Arbitrage & Rebate provides an overview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.

Avoiding Private Activity covers the private activity bond rules applicable to tax-exempt municipal bond transactions.

IRS Issues & Enforcement covers IRS enforcement of tax-exempt municipal bonds, including compliance questionnaires, voluntary closing agreement program (“VCAP”), and audits. It will also look into how the IRS is organized, what constitutes “guidance” from the IRS and how it’s issued, how to obtain a private letter ruling, how to participate in VCAP, rights and remedies of issuers of tax-exempt municipal bonds in the event of an audit, and other issues related to IRS enforcement.

Qualified 501(c)(3) Bonds introduces the rules applicable to the issuance of 501(c)(3) bonds, including ownership and use requirements and issues specific to hospital, residential housing, and school financings as well as commonly used financing structures.

Qualified Small Issue & Exempt Facility Bonds covers the rules applicable to qualified small issue bonds, including qualifying projects, prohibited and restricted uses and maximum amounts, and the rules relating to qualified exempt facility bonds.

Refunding & Reissuance provides an overview of the legal and tax aspects of refundings and the tax concepts of a reissuance.

The early bird registration rate is a member-only benefit. Join NABL and register for The Essentials by April 23 and save $255 off the registration fee plus receive significant discounts on future CLE opportunities in 2021. Don’t miss out on earning up to 20 hours of CLE credit in June!




Save the Date: MBFA Virtual Fly-In Infrastructure and Municipal Bonds, May 5-12 2021

The Municipal Bonds for America Council is planning a “virtual fly-in” for Steering Committee members May 5-12. The event will include meetings with senior staff on Capitol Hill and the Administration and will provide MBFA members with the opportunity to talk with policy and decisions makers on MBFA priorities such as:

More details such as scheduling and talking points will be sent to Steering Committee members in the coming days.

This event is part of the ongoing MBFA effort to ensure Congress includes municipal bond financing in any federal infrastructure package. The MBFA has recently launched a new initiative:

Infrastructure in America: Munis Since 1812
Analyzing projects of the past, present, and future will tell the story of how municipal bond market financing has built American infrastructure with efficiency and low cost since 1812.

If you would like to get more involved with the MBFA, please contact Brett Bolton at [email protected]

Bond Dealers of America

April 13, 2021




Preparing and Implementing a Capital Improvement Plan: GASB Webinar

Click here to learn more and to register.




Biden’s Script for the American Jobs Plan and a Leading Role Goes to Infrastructure – What Does that Mean For Transportation? Squire Patton Boggs (and Friends) Will Tell You THURSDAY!

On the 396th day of March, 2020 (or March 31, 2021 for those who have returned to some semblance of normalcy), President Joe Biden outlined his vision for a new economy. Specifically, President Biden focused on the American Jobs Plan as a $2.25 trillion investment in the United States that “will create millions of good jobs, rebuilding our country’s infrastructure, and position the US to out-compete China.”

Ambitious climate policies are a major focus of the President’s vision for this massive infrastructure bill, which aims at rebuilding and developing both the US physical and technological infrastructure, creating jobs, and bolstering resilience. The impact on the transportation sector will undoubtedly be substantial.

With these concepts setting the stage, Squire Patton Boggs is hosting an hour-long panel discussion THURSDAY, April 8, 2021, at 10:00 am Eastern Time, moderated by former Secretary of Transportation Rodney Slater. This discussion will focus on a number of related developments and challenges, including:

This panel will feature insights from former Republican Congressman and former Chairman of the House Transportation and Infrastructure Committee Bill Shuster, along with the former Chairman of the House Democratic Caucus Joe Crowley, and former Vice-Chairman of the House Republic Conference Jack Kingston. The former Congressmen will also be joined by three key transportation experts sharing their perspectives on plans and related expected developments:

Click here to register to hear this distinguished panel discuss the potential impact of the American Jobs Plan!

By Taylor Klavan on April 6, 2021

Squire Patton Boggs




Intermediate Governmental Accounting: GFOA Webinar Series

Intermediate Governmental Accounting

e-Learning Course

Prerequisite: GFOA’s Accounting Academy, Accounting Intensive Series, an equivalent program

Details:
This seminar is designed to provide participants with a solid working knowledge of the specialized accounting and financial reporting used by state and local governments for selected topics.

Who Will Benefit: CFO/Finance Director, Controller, Accountant, Auditor

Learning Objectives:

Those who successfully complete this series should gain a basic understanding of the appropriate governmental accounting and financial reporting related to:

Member Price: $420.00
Non-member Price: $840.00

REGISTER




The Evolution of Asset Management in the US and Canada: GFOA Webinar

April 14, 2021 | 1 p.m.-2 p.m. ET

Prerequisite: none

Details:

Asset management has evolved from a routine accounting exercise into a dynamic process blending accounting, planning, budgeting, engineering. In this session, you will learn about community level asset management in the US and Canada and how it connects to finance sustainability. You will hear from both asset management experts as well as finance officers on how to effectively create an asset management strategy for your community.

Learning Objectives:

Explore community level asset management in the US and Canada
Learn about the Asset Management Competency Framework and its impact for finance officers
Discover how to build asset management culture and skills for your government

Member Price: $35.00
Non-member Price: $70.00

REGISTER




NFMA Conference to Offer 17 Sessions.

A year ago, the NFMA Board looked ahead to 2021 with the view that we would be meeting in person. Of course, this has not come to pass. That said, our Conference Planning Committee has worked to provide a program that is equally compelling in a virtual conference as it would be in person. For your consideration…

The list of topics includes:

To view the conference website, including the full program and list of speakers, click here.

Individuals may register via this link: Individual Registration. We will also offer discounted Group Registration for firms wishing to register up to eight people. Click here for Group Registration.




MSRB EMMA Webinar.

Join the MSRB for Finding It Faster, a free 1-hour webinar on how to efficiently and effectively search the EMMA® website for municipal market data and disclosures.

Thursday, April 8.

Sign up here.




MAGNY Webinar Open to NFMA Members.

Tri-State Transportation: A Discussion with the Port Authority of New York and New Jersey and Regional Plan Association

Date: Friday, March 26, 2021

Time: 12:00 – 1:00 pm

Location: Zoom Webinar

Details:

The pandemic has dramatically affected the nation’s transportation network and nowhere is this more visible than the tri-state and greater New York City area. Business and leisure travel have been upended, people are working and learning from home, and mitigating health and safety risks has changed the way transportation agencies operate. As the region recovers from the pandemic that began over a year ago, it faces new challenges and opportunities. Home to 23 million residents across 13 thousand square miles, the transportation network is “the backbone of the region’s economy” and essential for everyone’s quality of life.

Our panelists will provide a local and regional perspective on how the pandemic has affected the region’s transportation network and their thoughts on the challenges and opportunities ahead.

Our Speakers:
Elizabeth M. “Libby” McCarthy
Chief Financial Officer
Port Authority of New York and New Jersey

Christopher Jones
Senior Vice President & Chief Planner
Regional Plan Association

Moderator:
Timothy Little
Director and Lead Analyst
S&P Global Ratings

Cost: Free for members of MAGNY and NFMA, $45 for non-NFMA members

Questions? Contact Email: [email protected]

To register for the Tri-State Transportation webinar on March 26, 2021 at 12:00 PM EDT, click here.




NABL U Now Webinar on Information Reporting - CLE Opportunity

On Wednesday, March 31, 2021, NABL is hosting a webinar entitled, “Information Reporting for Tax-Exempt Bonds,” that will discuss the comments NABL submitted to the Internal Revenue Service (IRS) on the instructions to Form 8038 and Form 8038-G in September 2020.

The current instructions for these forms include provisions that are ambiguous and inconsistent with each other and with published guidance, which results in differing interpretations and approaches to information reporting. Panelists David J. Cholst, Chapman and Cutler LLP, Chicago, IL, Matthias M. Edrich, Kutak Rock LLP, Denver, CO, and George T. Magnatta, Saul Ewing Arnstein & Lehr LLP, Philadelphia, PA, will address NABL’s comment paper as well as the instructions.

Key takeaways will include how the paid preparer status is generally unavoidable and how the word “issue” has different definitions in §1.150-1(c) and §1.149(e)-1(e) and how the choice of definition often makes a difference. Gain insights from the panelists who address, among other things, the lack of uniformity about how Forms 8038 and 8038-G are completed and offer some thoughts on best practices.

If you join NABL today, you can save $200 on this live webinar as well as significant discounts on future webinars and conferences. In addition, NABL Members have access to the research area of NABL’s website that has valuable resources you can use in your practice including: comment letters, position statements, formal reports, model documents and more.

This webinar will provide you with a great opportunity to learn about NABL’s suggestions for improving the instructions to Forms 8038 and 8038-G and earn 1.5 CLE credit hours. The webinar costs $99 for members and $299 for nonmembers. Deadline to register is March 30, 2021.

Join and Reserve Your Spot Today!




CSMA Webinar: California School Districts

Thursday, March 18, 202112:00 PM – 1:00 PM PST

Sector Spotlight: California School Districts

Our discussion will focus on the various challenges that California school districts are facing such as declining enrollment, growing pension and labor costs, charter school competition and the impact of COVID-19 on operations. We will also get insight from our panelists on how management teams are handling these challenges and expectations on State funding over the next two years. In addition, we will discuss how all these factors are incorporated into credit analysis and assignment of credit ratings.

Moderator: Alexandra Cimmiyotti, VP-Senior Credit Officer, Moody’s Investors Service

Panelists: Megan Reilly, Deputy Superintendent of Business Services and Operations, Los Angeles Unified School District; Robert McEntire, Director, Management Consulting Services, School Services of California; Helen Cregger, VP-Senior Credit Officer, Moody’s Investors Service

Click here to learn more and to register.

Zoom information to follow.

Contact: [email protected]




Americans with Disabilities Act (ADA) Website Compliance: GFOA Webinar

March 12, 2021 | Noon-1 p.m. ET

Details:

This course will provide a background on Americans with Disabilities Act (ADA) compliance as applicable to websites and documents. The session will also outline steps you can take to ensure compliance.

Learning Objectives:

Click here to learn more and to register.

Member Price: $35.00
Non-member Price: $50.00




Registration Open for GFOA's Virtual Conference.

We continue to live through unprecedented times: the crisis of COVID-19, economic uncertainty, social and racial unrest, and weather catastrophes. How do we lead during these turbulent times? How do we lead beyond them?

Join GFOA for our 2021 Virtual Conference, July 12‒23.

Click here to learn more and to register.




Cash Flow Forecasting: Developing the Right Approach for Your Entity - GFOA Webinar

May 27, 2021 | 1-3 p.m. ET

Details:

Governments should have a solid understanding of the movement of funds in and out of the organization. Cash flow analyses should be conducted regularly to estimate expected inflows and required disbursements during a given period to ensure sufficient liquidity. These can include tax and fee receipts, investment income, grants, or other revenues; and vendor payments and payroll expenses. Such an analysis is intended to measure and assess governments’ abilities to meet financial needs and prevent the need for short term borrowing, tapping into an entity’s reserve fund and limiting idle cash balances.

Governments should create a strategy for cash flow forecasting and analysis. This course will provide an overview of cash flow forecasting activities, discuss details of what is included in a cash flow analysis and how to conduct one, and outline the type of information governments should be tracking in order to conduct an accurate analysis.

Learning Objectives:

Member Price: $85.00
Non-member Price: $170.00

REGISTER




Bond Buyer Podcast: SIFMA’s Bentsen and Norwood on SIFMA’s 2021 Municipal Priorities

Kenneth E. Bentsen, Jr., SIFMA president and chief executive officer, and Leslie Norwood, managing director, associate general counsel and head of the municipal division, recently sat down with The Bond Buyer’s Kyle Glazier and Lynne Funk to discuss SIFMA’s 2021 advocacy and regulatory priorities for the municipal market, including the ways in which the industry stands ready to work with our nation’s policymakers to address the infrastructure funding shortfall and rebuild our communities.

For more information, listen to the full podcast.

February 11, 2021




GFOA's 1st Annual Federal Funds Fair.

The 1st Annual Federal Funds Fair, March 22 and 24, is an opportunity for members and interested finance professionals to learn about federal grants available to state and local governments. Hosted by speakers from federal agencies issuing state and local grants, attendees will get the chance to become familiar with different federal grant programs that could benefit their communities.

Click here to learn more and to register.




A Revised Approach for School Budgeting: GFOA Weginar

February 9, 2021 | 1 p.m.-3 p.m. ET

Details:

School districts are planning for fiscal year 2022 facing a wide range of significant uncertainties • none of which are likely to go away in the short term or be easily remedied. Revenue projections continue to fluctuate, enrollment forecasts face added challenges from remote learning, and costs associated to COVID mitigations will continue. In addition, districts will be working to support students who begin the 2021-22 school year with greater needs than ever before. Addressing these challenges will take significant thought and work to develop a transformed vision. As part of these discussions districts will need to rethink past spending patterns to free up resources and balance budgets and to make foundational investments to support students. To address these challenges, finance officers and district leaders should revise their budgeting and planning processes for fiscal year 2022 and beyond, to be more flexible, data-driven, and grounded in new needs.

Member Price: $85.00
Non-member Price: $170.00

REGISTER




NFMA Advanced Webinar Series.

The NFMA Education Committee is pleased to announce a series of Advanced Webinars, to be held on Thursdays at 1:00 PM Eastern Time, beginning January 28 through February 18. Topics include:

Registration the Advanced Webinars is complimentary for NFMA members as a benefit of membership. Non-members may register at a cost of $100/webinar.

Go to the NFMA Calendar to register for these events.

These programs are not open to the press.




NABL Tax Sessions at The Institute: Virtual 2021

Want to enhance your tax knowledge and expertise in public finance? Here’s your best opportunity to engage in high-level discussions and network with your colleagues at The Institute: Virtual 2021, March 3-5, 2021. Throughout the three days, there are several tax-focused sessions including:

Forward Deliveries – Documentation, Tax and Disclosure Issues will discuss issues including: the basic mechanics to a forward delivery (what it is and how it works), documentation pitfalls and things to look out for, identifying tax issues, disclosing information about the purchase agreement and associated risks. Chair Christine E. Reynolds, Orrick, Herrington & Sutcliffe, LLP, Portland, OR

Tax Audits; VCAP; and Ruling Requests – Practical Considerations (PRACTITIONERS ONLY/CLOSED SESSION) will cover recent tax audit experiences and practical issues encountered in VCAP and ruling requests. The discussion will focus on practice tips instead of IRS organizational and hierarchical matters. The panel will discuss how to submit a PLR and review considerations in requesting a particular form of guidance. Chair Carol L. Lew, Stradling Yocca Carlson & Rauth, Newport Beach, CA

Taxable Municipal Bonds – Documentation, Tax and Disclosure Issues will address the pronounced increase since 2020 in the issuance of taxable bonds by states and municipalities as well as 501(c)(3) borrowers, including tax, securities, disclosure, and market issues. Tax issues include complications relating to taxable refundings of tax-exempt bonds, structuring taxable bonds to be able to be refunded tax-exempt, and potential UBIT issues for 501(c)(3) issuers. Disclosure issues to discuss include short form vs. long form taxable bond disclosure and other considerations. Chair Kristin H.R. Franceschi, DLA Piper LLP (US)

Working With Working Capital will address all aspects of working capital financings and the associated considerations undertaken by tax counsel. The session will include discussion on short-term, long-term, and extraordinary working capital financings, as well as an in-depth analysis of which amounts constitute available amounts. Chair Brent L. Feller, Chapman and Cutler LLP, Chicago, IL

These sessions will provide you with great insights and ideas that you can implement back in your practice. Check out the full agenda.

Don’t miss your chance to earn 10.5 CLE hours and save $100 off the regular registration rate by signing up by Friday, February 12, 2021!

Click here to learn more and to register.




GFOA Governmental Accounting Intensive Series.

February 2 – February 5, 2021

Session 1 – The Government Environment and Fund Accounting
The Government Environment and its Impact
Funds and Fund Types
Measurement Focus and Basis of Accounting

Session 2 – Governmental Fund Accounting
Categories of Events and Transactions
Governmental Fund Revenue Recognition
Governmental Fund Expenditures
Other Financing Sources and Uses

Session 3 – Governmental Fund Reporting
Financial Statement Elements
Governmental Fund Financial Statements

Session 4 – Proprietary Fund Accounting and Reporting
Enterprise Funds
Internal Service Funds
Proprietary Fund Financial Statements

Session 5 – Fiduciary Fund and Component Unit Accounting and Financial Reporting
Identifying Component Units
Fiduciary Activities
Fiduciary Fund Accounting
Fiduciary Fund Financial Statements
Component Unit Reporting

Session 6 – Government-wide Financial Reporting
Interfund Activity
Government-wide Financial Statements

Session 7 – Completing the Basic Financial Statements
Supplementary Information, and comprehensive annual financial reports
Note Disclosures
Budgetary Reporting
Required Supplementary Information
Overview of a Comprehensive Annual Financial Report

Learning Objectives:

Those who successfully complete this series should obtain a solid understanding of each of the following:

Member Price: $490.00
Non-member Price: $980.00

Click here to learn more and to register.




NABL Multifamily Housing Webinar.

Today, NABL released a Multifamily Housing Webinar, as part of the “201 Series” on NABL U Now, NABL’s On-Demand Library. Panelists Faith Li Pettis, Pacifica Law Group LLP, Seattle, WA and Justin Cooper, Orrick Herrington & Sutcliffe LLP, San Francisco, CA, discuss common themes in multifamily deal structures and current topics in the multifamily housing bond arena.

This 60-minute webinar covers issues related to multifamily housing financing including private activity bonds, private placements, two step financing, tax issues, and set asides. The materials presented in the webinar are beyond the introductory materials presented at prior Workshops, but it does not assume the level of experience required for the Multifamily Advanced Panel, also presented at prior Workshops. (If you would like a refresher course, prior to purchasing the 201 webinar, the Multifamily Housing Introductory session recorded at The Workshop 2019, is available for purchase, here.)

The new webinar costs $99 members/$299 for nonmembers.

 




Webinar: Portfolio Managers' Perspectives on Identifying Value and Navigating Municipal Credit in 2021

Portfolio Managers’ Perspectives on Identifying Value and Navigating Municipal Credit in 2021

Date: Friday, January 22, 2021

Time: 12:00 – 1:00 pm

Location: Zoom Webinar

Details:

The coronavirus pandemic is one of many major global events that have significantly impacted the financial markets since the first US municipal bond was issued over 200 years ago. Unlike many past bouts of market volatility, the price dislocations driven by technical imbalances that occurred last March across every financial market took place purely on the expectations of deterioration in fundamentals, as it took weeks or even months for the initial credit impact of the pandemic to be quantified through municipal and corporate financial statements.

The best investment that asset managers had made prior to the pandemic was in the form of people and technology, as arming their experienced investment teams with data-driven credit modeling analytics enabled judicious sell decisions during the initial wave of redemptions and wise purchases as the markets were flooded with liquidity. The crisis provided the ultimate proving ground for the application of new technologies in the investment processes, as being able to rapidly assess the financial impact of state/city lockdowns became imperative in making enlightened investment decisions for their clients.

The outlook for municipal credit has changed disproportionally as a direct result of the pandemic, with the heightened level of uncertainty creating an ideal opportunity for asset managers who have the expertise and analytics to effectively identify price inefficiencies versus credit risk. What were the lessons learned by municipal bond investors during 2020? What enhancements were made to the investment process that enabled investors to better navigate the crisis? What do portfolio managers view as the longer term impact of the pandemic on the public finance?

Our Speakers:

David Hammer, Executive Vice President, Pacific Investment Management Company
Mr. Hammer is an executive vice president in the Newport Beach office and head of municipal bond portfolio management, with oversight of the firm’s municipal investment grade, high yield, taxable, and separately managed accounts. Prior to rejoining PIMCO in 2015, he was a managing director at Morgan Stanley, where he was head of municipal trading, risk management, and research.

Hector Negroni, Founder & Chief Executive Officer, Foundation Credit
Mr. Negroni is the Founder and CEO of Foundation Credit, CIO of the Foundation Credit Opportunities strategy and Chairman of the Foundation Infrastructure Opportunities strategy. Mr. Negroni has been a pioneer in the municipal market over the last three decades, leading innovation in investing and proprietary trading, public/private financing, derivatives, securitized products and a broad range of structured solutions. Prior to forming Foundation, he was the head of municipal trading at Goldman Sachs and before joining Goldman, he worked at Société Générale, Lazard Fréres and Citigroup in a variety of leadership roles.

Mark Paris, Chief Investment Officer, Invesco
Mr. Paris is CIO and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementation of all municipal bond strategies. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the municipal fixed income team at Morgan Stanley/Van Kampen, which he joined in 2002.

The discussion will be moderated by Chris Fenske, Head of Fixed Income Research for the Americas at IHS Markit.

NOTE: This webinar is closed to the press and will NOT be recorded.

Cost: Free for members of MAGNY and NFMA, $45 for non-NFMA members

Questions? Contact Email: [email protected]

To register for the Portfolio Managers webinar on January 22, 2021 at 12:00 PM ET, click here.




ERP Readiness and System Selection: GFOA Webinar

e-Learning Course

January 27, 2021 – February 2, 2021

Details:

This course will focus on preparing students to participate in an ERP implementation project. Participants will learn the different approaches ERP companies use to install systems. The ERP implementation process will be broken down and examined from pre-implementation to post-implementation. Special emphasis will be placed on project readiness and critical steps that all governments should be doing BEFORE contracting with a software vendor. Additionally, the class will highlight the expectations of the vendor and the customer during the implementation process. Participants will learn how to set up appropriate project governance, identify goals, define requirements, prepare an RFP, evaluate vendors, and ultimately begin momentum for a successful implementation.

Who Will Benefit: Any staff involved with planning, procuring, or implementing an ERP system in the near future

Learning Objectives:

Member Price: $420.00
Non-member Price: $840.00

Click here to learn more and to register.




CDFA-Bricker PACE Webinar Series.

Property Assessed Clean Energy (PACE) is one of the most effective, affordable development finance tools for advancing clean energy goals. PACE offers significant opportunities for a wide range of energy efficiency improvements and energy generation projects by utilizing special assessment district financing techniques. The CDFA-Bricker PACE Webinar Series will highlight innovative approaches and best practices for using this tool, current challenges facing practitioners, and future prospects for PACE.

This series will include five, two-hour webinars. Experts from the PACE industry will present on key topics and discuss them with attendees through workshop-style engagement:

Retroactive PACE
Tuesday, January 26, 2021
2:00 PM – 4:00 PM

How PACE Gets Utilized Across All Market Segments
Tuesday, March 30, 2021
2:00 PM – 4:00 PM

Advancing Multi-Family Housing & Renewable Energy Goals with PACE
Tuesday, July 27, 2021
2:00 PM – 4:00 PM

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday, September 28 2021
2:00 PM – 4:00 PM

PACE 2.0 – The Next 10 Years
Tuesday, November 30, 2021
2:00 PM – 4:00 PM

The CDFA-Bricker PACE Webinar Series is a free, 5-part offering available from January to November. Those interested in attending the series can register for individual webinars or all five at once. Can’t make the live webinar? No problem. Webinars will be recorded and made available online.

Thank you to Bricker & Eckler LLP for their generous support of this important webinar series!

Click here to learn more and to register.




How Can Congress Best Help State and Local Governments?

Wednesday, Jan 13, 2021 | 2:00 PM – 3:00 PM EST

REGISTER FOR WEBCAST

The Brookings Institution




Fitch 2021 Outlook - US Public Finance Colleges and Universities

January 21, 2021 | 11:00AM EST

ABOUT THE WEBINAR

Please join us on January 21 at 11:00am ET for a discussion of our 2021 US Public Finance Colleges and Universities outlook.

What to watch:

– Enrollment uncertainty, particularly in entering and international student populations.
– Significant revenue tightening from student fees and state appropriation cuts.
– Widening competitive landscape with renewed focus on access and affordability.
– Macroeconomic slowdown may further disrupt the competitive landscape.

Click here to learn more and to register.




Fitch 2021 Outlook - US Public Finance Utilities

January 27, 2021 | 2:00PM EST

Please join us on January 27 at 2:00pm ET for a discussion of our 2021 US Public Finance Utilities outlook.

What to watch – Public Power:

– Affordability trends should survive economic shocks.
– Electric demand expected to stabilize.
– Local government challenges could pressure power systems.
– Low natural gas and energy prices broadly positive.
– Historically low interest rates positive.
– Magnitude of environmental pressure hinges on senate race.

What to watch – Water and Sewer:

– Financial performance amid rising delinquencies and lower usage stemming from the coronavirus pandemic.
– Capital spending impacts on leverage.
– Trends in service affordability.
– The effects of regulatory changes on capital programs and operations.
– Possible ramifications from local government pressures.

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series.

January 19, February 16, March 16, April 20, May 18, June 15, July 20, August 17 | 2:00 PM Eastern

Overview

CDFA is excited to partner again with The Bank of New York Mellon on the CDFA // BNY Mellon Development Finance Webcast series! This year, CDFA will host 12, 1-hour long webinars covering a wide range of development finance topics such as forecasting the bond market and financing rural broadband. As always, these webinars are free and will be viewable after the recording.

Click here to learn more and to register.




Orrick Webinar: 2020 Update on the Low Income Housing Tax Credit

Recorded December.23.2020 | December.28.2020

One of the highlights of the recently passed COVID Relief Legislation bill is the permanent minimum 4% Low Income Housing Tax Credit rate. Orrick and guest panelists discuss this new legislation and its effect on affordable housing projects. Topics addressed include:

Watch the webinar.




3-D Accounting: Developments in Debt Disclosures and Derivative Instrument.

January 20, 2021 | 2:00 – 3:15 Eastern Time

Governments already have several required disclosures for debt, but users of financial statements continually want more. As a result, finance officers must now become familiar with the latest round of new reporting requirements for debt. In this session, speakers will discuss what constitutes debt and the additional debt disclosures required by GASB 88, the issuance of GASB 91 for conduit debt, and the soon-to-be-issued new guidance on derivatives related to changing from LIBOR to SOFR.

Learning Objectives:

Member Price: $35.00
Non-member Price: $50.00

REGISTER




Orrick Webinar: Healthcare Finance: A Look Ahead to 2021

As a challenging 2020 draws to a close, there are many uncertainties heading into 2021. How will the US Supreme Court rule on the Affordable Care Act (ACA)? How will the November 2020 elections affect the federal healthcare legislative agenda? Are there asset monetization strategies than can help healthcare providers weather the rapidly evolving environment? Orrick and the Bond Buyer hosted a webinar which provided an overview of some of the key challenges and opportunities that will affect healthcare borrowers in 2021.

Listen to the Webinar.

The Bond Buyer | December.14.2020




Building Back Better – A Virtual Event to Remember! Squire Patton Boggs

We can all agree that the year 2020 has been incredibly polarizing. Never have the authors of this blog fought with family members over politics, what to do or not do during the COVID-19 outbreak, and who should or should not be invited to Christmas Eve dinner more than we have this year. However, one thing that all Public Finance professionals can agree on is that this country’s infrastructure plan is vital to our industry.

A lot of our industry is curious about what Joe Biden’s infrastructure “Build Back Better” plan will include. He plans to launch “a national effort aimed at creating the jobs we need to build a modern, sustainable infrastructure now and deliver an equitable clean energy future.”

In partnership with the Association of Public Finance Professionals (APFP) of the District of Columbia, Maryland, and Virginia, Squire Patton Boggs is hosting a virtual event on December 16, 2020 at 4 pm eastern. The event will feature insights from our colleagues, former Congressman Joe Crowley (D-NY), former Congressman and former Chairman of the House Committee on Transportation and Infrastructure Bill Shuster (R-PA), and former Secretary of Transportation Rodney Slater. Some of the questions to be addressed include:

Squire Patton Boggs partner Alethia Nancoo will provide opening remarks, and our partner (and incoming Public and Infrastructure Finance Practice Group Leader) Bob Labes will moderate the discussion. Craig Robinson, the President of APFP, will provide the concluding remarks.

We hope to see you there! Click here to register for the event!

By Taylor Klavan on December 10, 2020

The Public Finance Tax Blog

Squire Patton Boggs




Capital Asset Accounting Series: GFOA Webinar

January 12-20, 2021 | 1 p.m.-3 p.m. ET

Credits: 12.00

Prerequisite: Accounting and financial reporting professionals with at least two years of public sector experience

Details:

Virtually all state and local governments use capital assets, some of which are essentially unique to the public sector. Properly accounting for these different assets can pose a real ongoing challenge for accounting and auditing professionals. The training will furnish participants with the basic information needed to properly account for capital assets and report them in financial statements prepared in conformity with generally accepted accounting principles (GAAP).

Each session will run from 1:00pm to 3:00pm Eastern on each class day.

Learning Objectives:

Member Price: $280.00
Non-member Price: $560.00

Register.




Financial Reporting Model Improvements: GASB Webinar

December 15, 2020 | 2:00–4:00 p.m. EST

More Information




“Bonding Time” Podcast with the President of DPC Data, Ken Hoffman.

BDA podcast with the President of DPC Data, Ken Hoffman

Listen to Podcast.

Bond Dealers of America

December 3, 2020




Prepared Leaders Make Effective Policy: GFOA's Elected Officials Guide Series Introduction

December 1, 2020 | 1 p.m.-2:15 p.m. ET

Details:
Prepared Leaders Make Effective Policy: GFOA’s Elected Officials Guide Series Introduction Thriving communities can often trace their good fortune to excellent management of public finance. Leaders who understand the fundamentals of public finance are better prepared to make informed policy, enabling communities and their local government to reach their full potential. Bridging the communication gap between elected officials and the public finance officers that advise them allows for efficient processes and clear expectations. GFOA’s Elected Officials Guide series will help familiarize readers with essential concepts of public finance by detailing real examples and highlighting the topics most valuable when understood. This seminar introduces the series and offers an in-depth overview of Understanding the Fiscal Health of Your Community, while previewing subsequent books in the Elected Officials Guide series.

Learning Objectives:

Introduce GFOA’s Elected Officials Guide Series

Cover topics and concepts from Understanding the Fiscal Health of Your Community including:

o Financial Statements
o Fund Balances
o Revenue Forecasting
o Regulatory Agencies
o Budgeting Basics

Attendees should leave with a basic foundation for literacy of public finance concepts and terms. This would include: understanding the differences in balances (governmental, proprietary, fiduciary), knowledge of significant regulatory bodies, grasping fundamentals of multiple budgeting methods.

Member Price: Free
Non-member Price: Free

Register.




NFMA Introduction to Municipal Bond Webinar Series.

Each year since 1987, the NFMA has held the Introduction to Municipal Bond Credit Analysis. Though the pandemic prevents us from holding this event in person this year, we have invited speakers to discuss ten topics over a series of ten one-hour sessions. This course is designed for new analysts, support and sales personnel, and has also been found worthwhile for seasoned analysts seeking to brush up on other sectors.

All sessions will begin at Noon Eastern, and last approximately one hour. Registrants may attend the live session and/or watch the replay until February 1, 2021.

To view the list of sessions (all included with registration), click here.

To register one individual, click here.

To register up to five individuals from the same firm, click here.




Event Recap: BDA 12th Annual National Fixed Income Conference

Thank you to all attendees, sponsors, and exhibitors for helping make our 12th annual National Fixed Income Conference our strongest yet!

Please reach out with any questions or comments. We need your feedback to ensure we continue building a conference with the right topics and speakers — all focused on the U.S. fixed income markets. View the full agenda below and links to webinars.

Over the span of two weeks November 5 – 13, 2020, the BDA held its 12th Annual National Fixed Income Conference virtually with ten sessions of fireside chats and panel sessions.

Key highlights from the event include:

November 5
Political Overview – What the National Elections Mean for the US Capital Markets with Nathan Gonzales, Editor, and Publisher of Inside Elections with Nathan L. Gonzales & CNN Political Analyst

November 6
A New Day for Muni Market Regulation with Mark Kim, CEO, MSRB

November 9
Life in the new normal: managing in the age of COVID and near-zero yields

Panelists:

The Search for Relative Value Across Fixed Income Markets with Spencer Lee of Agilon

November 10
Municipal Bond Issuance Expectations and Trends and Climate Change and the Municipal Bond Market

Panelists:

Market Observations, Issuance Expectations and Their Focus on Counterparties, Whether Wall Street or Regional Dealer with Randy Snook, CEO of the FHLB Office of Finance

November 12
Corporate and Government Bond Market Structure – Economic Turbulence, Stimulus, and the Fed Programs

Panelists:

Municipal Bond Market Structure – Fed Intervention, Technology, and Liquidity.

Panelists:

November 13

Fixed Income Regulation and Market Structure Given Economic Shutdown, Stimulus, and Fed Programs with Robert Cook, President and CEO, FINRA

November 17, 2020




Ethical Considerations in a Digital World: Live NABL Webinar

With the COVID-19 pandemic, new ethical and client confidentiality considerations have surfaced regarding the expanded use of email, working from home and the use of home computer networks, online meetings and platforms, and the use of mobile technology and phones. On Tuesday, December 8, 2020, 1:00 – 2:30pm EST, NABL will host a live Zoom webinar, “Ethical Considerations in a Digital World: Why These Matter to Your Public Finance Practice,” that will discuss the rapidly changing technology environment within a public finance practice.

The panelists, Jason Akers, Foley & Judell L.L.P, New Orleans, LA, and Ryan K. Callender, Squire Patton Boggs (US) LLP, Cleveland, OH, will take an in-depth look at the ethical issues surrounding bond counsel practice in municipal finance transactions and the application of the Model Rules of Professional Conduct to selected topics. The webinar will have an emphasis on cybersecurity and the risks associated with everyday technology, especially as they relate to the changing workplace settings surrounding the COVD-19 pandemic.

This is the perfect opportunity for you to secure your ethics and technology CLE credits before the end of the year. The live webinar is $195 for members and $295 for non-members.

CLE Information: NABL has applied for and anticipates receiving between 1.5 and 1.8 hours of ethics credit in states that accredit live webinars and in Florida and North Carolina that offer technology credit

Click here to register.




What You Need to Know for the Upcoming LIBOR Transition: Best Practices and Guidance - Ballard Spahr Podcast

In this episode we’ll be discussing the upcoming transition from the use of LIBOR as the principal benchmark interest rate in lending transactions. We’ll look at the emerging alternatives, their implications and consequences, and the actions that should be considered by the many affected market participants to manage through the transition.

Our guest is Joyce Frost, Co-Founder and Partner at Riverside Risk Advisors LLC, an independent advisory firm with expertise in interest rate, currency, equity and structured credit derivatives. Within Riverside, she is also the Founder of LiborXchange, which helps clients navigate the LIBOR transition, strategically and defensively. Leading this discussion is Joyce Gorman, Senior Counsel in the Firm’s Washington, D.C. office and a member of the Firm’s Finance Department.

Listen to podcast.

View recording transcript.

Copyright © 2020 by Ballard Spahr LLP.

November 11, 2020




NEWPF Webinar: Bringing Racial Equality into the Municipal Finance Industry

Following our powerful session with CT Treasurer Shawn Wooden in September, NEWPF invites you to the first of its series on the promotion of racial justice in the Municipal Finance Community.

What reforms are needed?

How will they be measured to ensure meaningful results?

Date: Thursday, November 19, 2020
Time: 12:00 – 1:30 pm
Format: Zoom webinar

Join our distinguished panel for a thought-provoking discussion.

Panelists:

Gary Hall, Partner – Head of Investment Banking (Infrastructure & Public Finance), Siebert Williams Shank & Co., LLC

Sean McCarthy, Managing Director and Chief Executive Officer, Build America Mutual

Paulette Brown, Partner, Locke Lord LLP, former President of the American Bar Association

Neene Jenkins, Executive Vice President, J.P. Morgan Chase

Moderator:

Ritta McLaughlin, Board Member, Association of Public Finance Professionals of District of Columbia, Maryland and Virginia

Use the link below to register for this webinar. You will receive a confirmation email from Zoom with your login information.

CLICK HERE TO REGISTER FOR THE ZOOM WEBINAR




CSMA Reporter's Roundtable.

Reporter’s Roundtable – Thursday, Nov. 19 @ 1pm PST

Moderator: Marie Autphenne, Managing Director Municipal Credit, Raymond James

Panelists: Marisa Lagos, California Politics & Government Desk Reporter at KQED; John Myers, Sacramento Bureau Chief, Los Angeles Times

Marisa and John will join us for our annual Reporter’s Roundtable; They’ll discuss key takeaways from the CA November election results and other current topics.

You are invited to a Zoom webinar.

When: Nov 19, 2020 01:00 PM Pacific Time (US and Canada)

Topic: CSMA: Reporter’s Roundtable

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_acWY_aFHT8KKsWHWvUrFYg

After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks and have a wonderful weekend!

Sincerely,

The CSMA Board




Higher Education: The Future is Not the Past

Date: Friday, November 20, 2020

Time: 12:00 – 1:30 pm

Location: Zoom Webinar

Details:

The coronavirus pandemic has increased near-term risks for higher education institutions. Over the next two years, colleges will confront declining revenues and expense pressures, which will force difficult decisions around personnel and programs. In addition to budget strains, colleges will focus on bolstering liquidity and managing debt. Prospects for additional federal relief remain uncertain.

Over the longer term, shifting demographics, technological innovation, consumer preferences, and governmental funding/policies will influence the pace of change for the sector. What will the higher education landscape look like in the future? How will liberal arts colleges adapt? Will the role of public universities change? What are the opportunities and constraints for the sector, and how will these impact credit quality?

Our panelists will provide a broad perspective on all of these issues from several points of view.

Our Speakers:

Dr. Sean Decatur, President – Kenyon College
Dr. Decatur is an award-winning biophysical chemist and an emerging voice in the national conversation about higher education. He has a clear-eyed view of the challenges facing some traditional liberal arts colleges and is a compelling presenter on changes confronting the higher ed industry.

Dr. Aaron Thompson – Kentucky Council on Postsecondary Education
Dr. Thompson was named president of the Council On Postsecondary Education in 2018 after serving for four years as senior vice president for academic affairs and for five years as executive vice president. In total, his leadership spans 27 years across higher education, business and numerous nonprofit boards The public universities in Kentucky face a number of challenges around demographics, state funding, and pensions. Dr. Thompson will speak both about the national landscape for public universities and how this might play out in a state like Kentucky.

Jim Hundrieser, Vice President of Consulting – National Association of College and University Business Officers (NACUBO)
Mr. Hundrieser oversees NACUBO’s work in providing institutions new strategies to match ambition with aspiration. He focuses on revenue growth, new program development, financial restoration, building capacity, providing pragmatic solutions, and conducting operational assessments. He has served as an institutional vice president at two private and one public university.

The discussion will be moderated by Susan Fitzgerald, Associate Managing Director and Manager of the Higher Education Group at Moody’s Investors Service.

Cost: Free for members of MAGNY and NFMA, $40 for non-NFMA members

To register for the Higher Education webinar on November 20, 2020 at 12:00 PM ET, click here.




GASB Hosting CPE Webinars on the Exposure Draft, Financial Reporting Model Improvements.

Norwalk, CT, October 13, 2020 — The Governmental Accounting Standards Board (GASB) is hosting a pair of webinars that will focus on the Board’s recently issued Exposure Draft, Financial Reporting Model Improvements.

This series of IN FOCUS webinars will be offered under the following schedule:

Participants in the live webinars (which are offered free of charge) are eligible for 1 or 2 hours of continuing professional education (CPE) credit depending on the length of the event. CPE credit is not available for group viewing of the live broadcast.

The webinars will be conducted by Roberta Reese, Lisa Parker, and Scott Reeser, GASB senior project managers, and Janeen Hathcock, GASB associate practice fellow. Dean Mead, GASB senior research manager, will moderate the webinar for users. David Bean, GASB director of research and technical activities, will moderate the webinars for preparers and auditors.

Participants will have the opportunity to ask questions during the webinar.

An archive of the webcasts will be available on the GASB website after the webinars have taken place. (CPE credit will not be available to those who view only the archived webinar.)




PhAMAS Webinar: High Yield Credits

Date: Thursday, November 5, 2020

Time: 12:00 – 1:00 pm

Format: Go To Webinar

Presented by: Philadelphia Area Municipal Analyst Society (PhAMAS)

Details:

Although the multi-year restructuring of a certain Caribbean commonwealth continues to dominate headlines, 2019’s record low interest rates, positive municipal supply/demand dynamics, and credit spread compression continued into the investing environment in the beginning of 2020. This sentiment was then abruptly interrupted by the onset of the COVID-19 pandemic.

In this environment, how can analysts/investors find appropriately priced high yield investments that are structured and positioned to withstand future challenges? What are the latest high yield credit developments of note? What are the signals that seasoned analysts will be watching going forward? What are some of the lessons learned in credit roughly 7 months after we left the “old normal” that we can arm ourselves with to enter the “new normal”?

Please join us for a lively discussion by credit specialists on a handful of sectors: Neene Jenkins (JPMorgan Asset Management, Charter Schools), Marshall Kitain (JPMorgan, Transportation), and Ron Mintz (Vanguard, Senior Living), moderated by Sandy Pae Goldstein (FCO Advisors, Multi-Sector).

We ask that the audience be prepared with good questions and in turn be prepared for candor!

This webinar is closed to the press.

Cost: Free for members of NFMA

To register for the High Yield Credits Webinar on November 5, 2020 at 12:00 PM EDT, Click Here.

After registering, you will receive a confirmation email containing information about joining the webinar.




The Ethics of Fines and Imposed Fees: GFOA Webinar

October 28, 2020 | 1 p.m.-2 p.m. ET

GFOA’s Code of Ethics requires that finance officers support equitable provision of services and call out unfair discrimination. But some local governments use and rely on revenue from imposed fees and fines that exacerbate socioeconomic and racial inequities in the communities they serve. In this webinar, learn how fines and imposed fees disproportionately affect low-income communities and communities of color and how they can decrease citizens’ trust in their local government. You will also learn how to evaluate your organization’s policies regarding fines, imposed fees, and asset forfeitures and how to develop new policies that can begin to rebuild the public’s trust in the organization.

Who Will Benefit:

CFO/Finance Director, Budget Manager, Budget Analyst, Department Directors, Treasurers

Learning Objectives:

Member Price: $35.00
Non-member Price: $50.00

REGISTER




Preparing for an ERP Upgrade: GFOA Webinar

October 29, 2020 | 2 p.m.-4 p.m. ET

Program Description:

It’s unavoidable. Eventually your Enterprise Resource Planning (ERP) solution will require an upgrade. Although upgrade projects may seem painful, avoiding them will lead to an excruciating future. As a result of technology evolving into a ubiquitous business tool, applications as critical as ERP solutions should be maintained in similar fashion to other capital infrastructure.

This course is designed to teach stakeholders: 1) why upgrades are necessary; 2) how to determine if its better to upgrade or just replace your system; and 3) ho to best approach the upgrade process. The session will discuss the often-overlooked benefits of system upgrades such as improving business processes and fixing configuration. The session will also identify key mistakes that governments have made in dealing with upgrades so that you can avoid them in your own government.

Seminar Objectives:

Member Price: $85.00
Non-member Price: $160.00

REGISTER




What Analysts Need to Know about Government Accounting: NFMA Webinar

December 8 & 15 12 – 4 pm EST

Dean Mead of the Governmental Accounting Standards Board (GASB) will provide an educational webinar on the rules that state and local governments follow when accounting for and reporting their finances. During this in-depth discussion, participants can expect to hear:

• The basics from the perspectives of the financial statement analyst
• How the accounting standards affect the information that analysts receive
• The significant new changes to government financial reports

The cost to join both webinars is $100.

To view the program for this webinar, click here.

To register for this two-part webinar, click here.




COVID-Induced Trading Volatility: Divergent Views and Opportunities on Credit: NFMA Webinar

The panel will look at how spread widening and the subsequent rally have factored into issuers’ creditworthiness and whether pandemic risk has become an inherent risk factor for municipal issuers. The panel will also examine opportunities the pandemic has created for investors in the short-term and its impact on long-term investment views.

Moderator:
Bill Cox, Global Head of Corporate, Financial and Government Ratings, Kroll Bond Rating Agency

Speakers:
Andrew Kalotay, President, Kalotay Analytics
Eric Friedland, Head of Municipal Credit Research, Lord Abbett

Sponsored by Kroll Bond Rating Agency

Date: October 29, 2020, Noon Eastern Time

This webinar is a benefit of NFMA membership, and is complimentary for all NFMA members.

Please register for COVID-Induced Trading Volatility: Divergent Views and Opportunities on Credit on Oct 29, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.




MiniMuni: Best Practices and Current Topics in the Municipal Market for Issuers - GFOA Webinar

October 19-21, 2020

Details:
Governmental entities have been using debt for more than 200 years to fund public infrastructure, such as government buildings, water distribution systems, schools, police stations, and many other projects that require significant capital investment. Before issuing debt, a government needs to consider many factors including the most current information of current federal legislation and regulations. This multi-day virtual session provides an opportunity to hear first-hand from key leaders in Washington, D.C., and participate in dialogue with issuer peers.

October 19 – 21, 2020 (all times Eastern)

Day 1 – 1:00 – 4:00 pm

Day 2 – 1:00 – 4:30 pm

Day 3 – 1:00 pm – 4:00 pm

Who Will Benefit: Finance officers responsible for issuing Municipal debt

Member Price: $100.00
Non-member Price: $200.00

Click here to register.




Healthcare Industry Disruption: NFMA Webinar

Date: Friday, October 16, 2020

Time: 12:00 – 1:30 pm

Location: Zoom Webinar

Details:

The healthcare industry was already facing disruption, with new business models competing for market share and upending traditional modes of patient care, all of which has been been exacerbated by the unprecedented global pandemic.

Where is the healthcare industry today and where is it going in the future? How does a large health system take risk across populations while managing the total cost of care? How are utilization trends affected as consumers seek more convenient care? Where does AI and telemedicine fit into the industry’s future, particularly in light of COVID-19?

Our panelists will provide different perspectives on the current trends from an academic research, business development and large insurer/provider views.

Our Speakers:

PwC – Sarah Haflett, Director and Research Leader, will focus on industry wide cost deflation trends as new disruptors fill every aspect of the healthcare landscape and patients seek more convenient care.

Northwell Health – Richard Miller, Executive Vice President and Chief Business Strategy Officer, will discuss how a large healthcare system continues to disrupt its traditional business model while maintaining quality and managing risk across populations.

UnitedHealth Group – Zack Sopcak, Vice President, Investor Relations, will provide insights on the shift to lower cost settings from an insurance and provider perspective.

The discussion will be moderated by Anne Cosgrove, Director and Lead Analyst at S&P Global Ratings.

This webinar is off the record.

Cost: Free for members of MAGNY and NFMA, $40 for non-NFMA members

To register for the Healthcare Industry Distruption webinar on October 16, 2020 at 12:00 PM EDT, go to:

https://magny-october-2020.paperform.co/




GASB Hosting Series of CPE Webinars on the Preliminary Views, Revenue and Expense Recognition.

Norwalk, CT, September 30, 2020 — The Governmental Accounting Standards Board (GASB) is hosting a series of webinars that will provide a comprehensive overview of the Board’s recently issued Preliminary Views (PV), Revenue and Expense Recognition.

This series of IN FOCUS webinars will be offered under the following schedule:

For Financial Statement Users

For Preparers and Auditors

Participants in the live webinars (which are offered free of charge) are eligible for 1 hour of continuing professional education (CPE) per webinar. CPE credit is not available for group viewing of the live broadcast.

The webinars will be conducted by Paulina Haro, GASB supervising project manager, and Erin McKenzie, GASB project manager. Dean Mead, GASB senior research manager, will moderate the webinar for users. David R. Bean, GASB director of research and technical activities, will moderate the webinars for preparers and auditors.

Participants will have the opportunity to ask questions during the webinar.

An archive of the webcasts will be available on the GASB website after the webinars have taken place. (CPE credit will not be available to those who view only the archived webinar.)

For more information, visit GASB Educational Webinars and Webcasts.




How to Account for Capital Assets: GFOA Webinar

October 14, 2020 | 2 p.m.-4 p.m. ET

Program Description:
Virtually all state and local governments use capital assets, some of which are essentially unique to the public sector. Properly accounting for these different assets can pose a real ongoing challenge for accounting and auditing professionals. The training will furnish participants with the basic information needed to properly account for capital assets and report them in financial statements prepared in conformity with generally accepted accounting principles (GAAP).

Seminar Objectives:
Those who successfully complete this seminar should be able to:

CPE Credits: 2

Member Price: $85.00
Non-Member Price: $160.00

Prerequisite: Basic understanding of GAAP for state and local governments.

Once registered you will access this LMS Class at learn.gfoa.org

Please use a modern browser like Firefox, Chrome, Vivaldi, Edge, or Safari on Apple systems to access your class on the GFOA Learning Management System – learn.gfoa.org

Internet Explorer does not support all the required features of the LMS or other modern web sites which will lead to a poor experience for you.

Member Price: $85.00
Non-member Price: $160.00

Click here to register.




BLX/Orrick 2021 Post-Issuance Compliance Workshop.

MORE INFO COMING SOON!

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The BLX/Orrick Post-Issuance Compliance Workshop is returning to Las Vegas!

Vdara Hotel & Spa, Las Vegas, NV
September 30 – October 1, 2021

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.




GFOA 25th Annual Governmental GAAP Update.

November 5, 2020 | 1 p.m.-5 p.m. ET

Details:

Please note that the training will take place on GFOA’s Learning Management System. Please log onto learn.gfoa.org to access the course. You will receive reminder e-mails from [email protected] or [email protected]

Government Finance Officers Association (GFOA) will offer its 25th Annual Governmental GAAP Update on November 5, 2020, and again on December 3, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

More Information Coming Soon

Fees: Early registration/Regular registration
Member: $135/$180
Associate: $155/$215
Nonmember public: $150/$195
Nonmember private: $185/$245

Register.




Private Higher Education: COVID and Beyond - MSMA Webinar - October 1

Join the Minnesota Society for Municipal Analysts at 11 am C/Noon E on October 1 for a discussion with higher ed practitioners of the impacts of COVID-19, as well as long-term trends for private higher education. Panelists will discuss how they are responding to COVID, trends within the sector, and financial impacts. We will also discuss the unique challenges and strengths of private colleges as we move beyond COVID, and how the industry is adapting to changes in demographics and tuition affordability.

MSMA has opened this event to all members of the NFMA. There is no cost to attend, but you must be an NFMA member.

Moderator: Emily Robare, SVP, Gurtin Municipal Bond Management, a PIMCO Company

Panelists:
Barry Fick, Executive Director, Minnesota Higher Education Facilities Authority
Tracey Gran, VP of Finance and Controller, St. Catherine University
Janet Hanson, VP and Chief Financial Officer, St. Olaf College

Please register for MSMA Webinar – Private Higher Education: COVID and Beyond on Oct 1, 2020 11:00 AM CDT at:

https://attendee.gotowebinar.com/register/2666366684698396174

After registering, you will receive a confirmation email containing information about joining the webinar.




NFMA Introductory Course Series.

Each year since 1987, the National Federation of Municipal Analysts has held the Introduction to Municipal Bond Credit Analysis. Though the pandemic prevents us from holding this event in person this year, we have invited speakers to discuss ten topics over a series of ten one-hour sessions. This course is designed for new analysts, support and sales personnel, and has also been found worthwhile for seasoned analysts seeking to brush up on other sectors.

All sessions will begin at Noon Eastern, and last approximately one hour. Registrants may attend the live session and/or watch the replay until February 1, 2021.

Session One: Tax-Supported Debt

Monday, November 2

Speaker: Robin Prunty, S&P Global Ratings

Session Two: Water & Sewer

Wednesday, November 4

Speaker: Renee Dougherty, Charles Schwab

Session Three: Financial Guarantors

Friday, November 6

Speaker: Dan DiBono, Refinitiv & Betsy Kiehn, Stifel

Session Four: Healthcare

Monday, November 9

Speaker: Eva Thein, Fitch Ratings

Session Five: Pension Risk

Tuesday, November 10

Speaker: Al Medioli, Moody’s Investors Service

Session Six: Transportation

Friday, November 13

Speaker: Randy Gerardes, Wells Fargo Securities

Session Seven: Electric Utilities

Monday, November 16

Speaker: Bhala Mehendale, U.S. Bank, N.A.

Session Eight: Chapter 9 Bankruptcy

Wednesday, November 18

Speaker: Bill Rhodes, Ballard Spahr, LLP

Session Nine: Public Private Partnerships (P3s)

Friday, November 20

Speaker: Mary Francoeur, PFM Financial Advisors LLC

Session Ten: Higher Education

Monday, November 23

Speaker: Marc Savaria, Eaton Vance

Course Chairs:

Anne Ross, Muni Credit & Compliance Advisors LLC & Molly Shellhorn, Nuveen Asset Management

Education Chair:

Mark Capell, Build America Mutual

Registration:

Registration is $200 for the series of ten webinars. We are offering group registration for up to five registrants at a cost of $500 for the series.

To register one person, click here.

To use the group form, click here.

After registration online at www.nfma.org, you will be sent an email with a link to GoToWebinar (GTW). Please take the next step of registering at GTW to be sent information on joining each of the webinars in the series.

Questions:

Contact Lisa Good, NFMA Executive Director, at [email protected] or 412-341-4898.




Advanced Webinar Series: Hot Topics in Municipal Finance

The NFMA Education Committee is pleased to announce its Advanced Webinar Series. Registration is complimentary for NFMA members and $100/webinar for non-members.

October 8, Noon Eastern – Airports

COVID-19 has disrupted air travel like nothing before. What are the implications for airports?

Panelists will weigh in on the challenges airports are now facing and the steps they are taking during these unprecedented times. They will also discuss the financial impacts, which will include how federal aid is being utilized. Lastly, the panel will debate how this will fundamentally alter air travel going forward and airports themselves.

Moderator: Michael Sherpherd, VP, Franklin Templeton

Panelists: Kevin Kone, CFO, San Francisco International Airport SFO); Other panelists TBA

To register for this webinar, click here.

October 15, Noon Eastern – New York MTA

The New York Metropolitan Transportation Authority: Survival in the face of a pandemic.

COVID-19 has the nation’s largest mass transit system facing depressed ridership, record deficits, and concerns regarding its ability to continue transporting commuters safely and expediently around the New York City region. Some argue that it is “too big to fail” while others believe its challenges pre-date the pandemic. These issues will frame what should be a lively panel discussion about the MTA’s finances, its relationship with NYC/NYS and the Federal Government, and its operating strategy in an uncertain future.

Moderator: Sandy Pae Goldstein, Director, Head of Structuring/Credit, FCO Advisors

Panelists: Vikram Rai, Fixed Income Strategist, Citi; Baltazar Juarez, Senior Credit Analyst, Vanguard, Third panelist TBA

To register for this webinar, click here.

October 21, Noon Eastern – Convention Centers

Will convention centers be relevant post-COVID? Examining the short and long-term impacts of the current pandemic on convention center bonds.

This panel will look at how convention centers are coping during the current pandemic as well as how they may be able to position themselves for the future. We’ll discuss the potential timing of the emergence of a “new normal” for the convention industry and what that might look like. Most importantly, the panel will discuss how this will impact the ability of entities to make full and timely payment of debt service on convention center bonds and how relative value for these bonds may fare going forward.

Moderator: Rachel Barkley, Senior Vice President, Loop Capital Markets

Panelists: Heywood Sanders, Professor of Public Administration, College for Health, Community and Policy, University of Texas at San Antonio; Other panelist TBA

To register for this webinar, click here.

You must register online at www.nfma.org, and look for the confirmation email with the link to GoToWebinar to complete the final step to be included (one link for each webinar). Like our Advanced Seminars, this webinar is not open to the press to allow for frank and open discussion.




Fundamentals of Local Government Budgeting: GFOA Webinar

September 21-23, 2020 |. 11 a.m.-3:45 p.m. ET

Details:

As finance officers deal with financial challenges related to the COVID-19 recession and participate in broader conversations on the role of government and its ability to provide services equitably, a local government’s ability to budget will be critically important. This virtual training will emphasize the fundamental components of a local government’s budget policies and processes along with best practices and techniques required for effective budgeting.

Each training module/day will focus on a specific topic and feature both presentation and interactive discussion/exercises. Attendees will go through the basic structures of a local government budget, learn how budgeting can be better used to promote long-term planning, process improvement, and community outcomes. In addition, the course will cover specific techniques for developing the budget, communicating budget messages, and identifying strategies for approaching cutback budgeting to deal with the current crisis.

Who Will Benefit: Finance and budget professionals desiring to learn budget fundamentals in light of COVID-19

Learning Objectives:

Member Price: $245.00
Non-member Price: $490.00

Click here to register.




Novogradac 2020 Credit and Bond Financing for Affordable Housing Virtual Conference.

October 1, 2020 – 12:00pm to October 2, 2020 – 3:30pm

From Bourbon Street to Virtual Street

For the first time in over 10 years Novogradac’s Credit and Bond Financing for Affordable Housing Conference will not be in New Orleans as planned, but instead we’re taking you down “virtual street” Oct. 1st and 2nd.

We expect our 300 alumni and newcomers to gather online, including developers, syndicators, housing agencies, lenders, property managers and others in affordable housing, as we deep-dive into how these extraordinary circumstances affect the financial side of affordable housing. We’ll discuss how to prosper together in the context of America’s affordable housing crunch.

Our virtual platform includes an exhibit hall, chat rooms by topic to quickly connect with those who hold similar interests, Q&A with our experts, plus, plenty of content to immerse yourself in from the comfort of home. We will miss that gumbo, though.

Click here to learn more and to register.




Novogradac 2020 Opportunity Zones Fall Virtual Conference.

October 22, 2020 – 12:00pm to October 23, 2020 – 5:30pm

Opportunity Zones Investments are Accelerating

Join us online to learn how opportunity zones (OZ) investments are continuing to push forward despite the impacts of the COVID-19 pandemic. Learn what changes current OZ funds are making to their strategy in reaction to the pandemic, what OZ funds are gaining momentum and the importance of OZs in building up low-income communities.

Our sessions will be all live with more than 25 OZ experts available to answer your most complex questions. The virtual platform will also allow you to easily connect with other attendees to discuss and share best practices on deal structure and investment strategies.

Click here to learn more and to register.




Muni Market Update: The Big Picture - MAGNY Webinar

Date: Friday, September 11, 2020

Time: 12:00 pm

Join us September 11th at noon ET as we kick off MAGNY’s 71st season!

We will hear from three very well informed speakers who will share their perspectives on the legislative and regulatory landscape in Washington, overall economic conditions and how issuers are navigating through these challenging times.

Our Speakers:

Emily Brock, Director, Federal Liaison Center, Government Finance Officers Association (GFOA)

Ben Watkins, Director of Bond Finance, State of Florida

Mark Zandi, Chief Economist of Moody’s Analytics

Moderated by Patrick Luby, MAGNY Program Chair and Senior Municipal Strategist at CreditSights

Cost: This is a free event for NFMA members.

Registration via Zoom: https://us02web.zoom.us/webinar/register/WN_UTn1xD7cQQy70MFEjYWWWA

After registering, you will receive a confirmation email containing information about joining the webinar.

Contact E-mail: [email protected]




NFMA Annual Conference: Call for Volunteers

Fellow NFMA Members:

It’s time to start planning the NFMA Annual Conference. This is obviously an unusual year as we don’t know at this point if the 2021 conference – currently scheduled for May 11th to May 14th at Disney’s Grand Floridian Resort in Orlando, Florida – will be in person or on line. But we are moving ahead with the planning for the conference and seeking support from the membership to lead panels.

Our ask is that members propose topics for which they would like to be a moderator. The expectation is that panels will have no more than three people on them (plus the moderator). You do not need to propose panelists now, just the topic, but it would be great to have an idea of who you’d have on it (e.g., obligor, attorney, investment banker, academic, other topic expert, government professional, market professional, etc.). Please be prepared to pivot to a webinar format should health and safety conditions make this necessary. The NFMA will work with all participants, speakers, and moderators to make sure everyone can participate in whichever format they are most comfortable.

Please send your suggestions to Mark, Neene, and Ron by September 15, 2020.

This is a great way to increase your involvement in the NFMA! Looking forward to receiving some great ideas….

Ron Mintz
Vanguard
[email protected]
Conference Chair

Neene Jenkins
J.P. Morgan Asset Management
[email protected]
Conference Co-Chair

Mark Capell
Build America Mutual
[email protected]
NFMA Secretary and Education Chair




Implementing the CARES Act Coronavirus Relief Fund for State and Local Governments: GFOA Webinar

August 27, 2020 | 2 p.m.-4 p.m. ET

The $2 trillion CARES Act of 2020 enhanced several federal funding resources for state and local governments, including the Education stabilization fund, the federal transit administration apportionments, and assistance through FEMA. Title V of the CARES Act appropriated $150 billion to states and local governments with populations over 500,000 to spend on COVID-19 related expenditures–a newly established fund called the Coronavirus Relief Fund (CRF). In addition, several states have distributed some CRF funds to local governments under the 500,000 threshold. Since the distribution of the funds in late April, the U.S. Treasury has developed guidance and FAQs to clarify expense eligibility, required reporting, and records retention. This webinar will detail the development of the CRF guidance, FAQs, and highlight three case studies on the use of CRF funds by a state, county, and city.

Click here to learn more and to register.




Accounting and Financial Reporting for Leases - Session 2: GFOA Webinar

August 28, 2020

The second of two webinars, this session will focus on the accounting and financial reporting for variations to lease contracts under Governmental Accounting Standards Board (GASB) Statement No. 87, Leases, which is effective for periods beginning after June 15, 2021. Those who successfully complete this seminar should be able to calculate the lease assets and liabilities, and prepare the required journal entries to record the following, from the point of view of lessee and lessor governments: – Reassessment of the lease term and remeasurement of the assets and liabilities – Contracts with multiple components – Contract combinations – Lease modifications and terminations – Subleases and leaseback transactions – Leases within the financial reporting entity – Leases between related parties.

Click here to learn more and to register.




Reminder: BLX/Orrick 2020 Post-Issuance Compliance Educational Webinar Series Begins 8/19

BLX and Orrick are pleased to present a 2020 Post-Issuance Compliance Educational Webinar Series. This Series offers timely discussions of topics related to post-issuance compliance and securities law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis.

Our team strives to make the discussion of tedious tax laws understandable and relatable.

The Series consists of the following webinars:

1 – Post-Issuance Compliance Best Practices

August 19, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Richard Chirls – Orrick
Barbara Jane League – Orrick
Sandee Stallings – BLX Group

Post-issuance tax compliance continues to be a focus of the IRS. Developing a program founded on best practices related to policies and procedures, private business use (“PBU”), arbitrage rebate, and other areas will equip organizations with the tools to withstand IRS scrutiny in this area.

This webinar will review the components of an effective post-issuance tax compliance program and discuss the benefits of such a program. In addition, this webinar will include a discussion of the items that should be included in written post-issuance tax compliance policies, the evolving expectations of the IRS with respect to such policies, and what organizations should be doing to update and modify policies that they have previously adopted.

2 – Managing Private Business Use in Tax-Exempt Bond Financed Facilities

September 17, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Andrea Ball – Orrick
Ed Oswald – Orrick

The federal tax rules and regulations relating to private business use (“PBU”) are complicated and can be difficult to understand. Complying with these rules relating to tax-exempt debt is critical to ensuring that the tax-exempt status of such debt is not compromised.

This webinar will provide a thorough review of the federal tax rules and tax-exempt bond regulations relating to PBU (and Unrelated Trade or Business Use for nonprofits), including certain safe harbors relating to management contracts and sponsored research agreements. The panelists will also discuss how funding a portion of a project with “qualified equity” will impact the calculation of PBU, and the exceptions available with respect to PBU. Understanding the relevant PBU restrictions and applicable exceptions will allow issuers and borrowers of tax-exempt bonds to make sound and prudent decisions about the activities occurring in their tax-exempt bond financed facilities.

3 – IRS Schedule K Reporting for Nonprofit Organizations

September 30, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Caleb Lansky – BLX Group
Aviva Roth – Orrick
Larry Sobel – Orrick

This webinar will provide a review of the 2019 IRS Schedule K with commentary on the information being requested on the form and on specific calculations required by nonprofit borrowers with respect to their outstanding tax-exempt bonds.

The panel will also discuss the relationship of certain questions on the form that may not be obvious to some and provide guidance with respect to answering specific questions. This webinar will allow 501(c)(3) organizations to more fully understand the information being provided to the IRS on an annual basis and why the information being requested is important to the IRS.

4 – Continuing Disclosure in an Uncertain Environment

October 13, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Jeff Higgins – BLX Group
Jenna Magan – Orrick

This webinar will provide an overview of recent events relating to SEC Rule 15c2-12, including the recent settlements by underwriters and issuers resulting from the Municipal Continuing Disclosure Cooperation Initiative (“MCDC”), what issuers and underwriters can learn from such SEC actions.

This webinar will equip participants with information to better comply with their ongoing continuing disclosure requirements in a post-MCDC environment.

BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. For more information on Orrick, please click here.

CPE will be provided. (Not eligible for MCLE Credit)

WEBINAR PRICING *
Individual webinar fee: $99
3 or more webinars: $249

Click here to register.

* Purchase of any webinar will include access to replay the webinar on our website. Replay will not be available without purchase and is not eligible for CPE credits.

Refunds and Cancellation:
All payments relate to your webinar series registration. To cancel your registration, please contact Cynthia Sixtos at [email protected] or 213-612-2207. Registration fees will be refunded for any cancellation occurring up to 3 days prior to the webinar(s) for which you registered. Registration fees will not be refunded for cancellations occurring within 2 days of the webinar(s) for which you registered. Refunds may take up to 14 days to process.

In the event that the webinar(s) is canceled, registration fees for that webinar will be fully refunded.

As recommended by the IRS, make training a regular part of your organization’s post-issuance compliance program. Join us for this educational event.

For additional information or any questions on the Webinar Series and/or billing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207




Accounting and Financial Reporting for Leases - Session 1: GFOA Webinar

August 21, 2020 | 2 p.m.-4 p.m. ET

Click here to learn more and to register.




Fiscal First Aid for School Districts: GFOA Webinar

August 7, 2020 | 2 p.m.-3 p.m. ET

Details:

While great uncertainty remains on multiple fronts related to the impacts of COVID-19, this webinar will highlight the tools and resources from GFOA’s Fiscal First Aid project that school districts can utilize now to help deal with current challenges. Examples will be provided of key pieces of FFA that school districts can leverage now to help offset likely financial impacts from potential losses of revenue and redirection of expenditures to re-open school in the fall – whether in-person, virtually, or somewhere in between. In addition, the webinar will highlight GFOA’s work through its Smarter School Spending project that emphasize better long -term planning and connections between outcomes and resource allocations – as the impacts of the pandemic and subsequent economic downturn will likely have multi-year ramifications for school districts, their operations and corresponding budgets.

Member Price: Free
Non-member Price: Free

REGISTER




GFOA Disclosure Update.

August 13, 2020 | 2 p.m.-4 p.m. ET

Details:

Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB’s EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA’s best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Member Price: $85.00
Non-member Price: $160.00

REGISTER




GFOA School District Roundtable on COVID-19 Financial and Related Impacts.

August 12, 2020 | 1 p.m.-2 p.m. ET

Details:

With the traditional first day of school fast approaching, school districts are hard at work creating plans to begin classes again amid vast uncertainty. Whether classes end up being remote, in-person, or somewhere in between, there are no easy decisions in trying to determine what is best for students, teachers, staff, and the overall community. While plans have been made, re-made and adjusted, nothing seems to be a given in this time of COVID-19, including how to budget and finance a district’s strategy for moving forward. This webinar is designed as an opportunity for districts to present questions and hear more about the re-opening plans of a number of districts from across the country – including how classes will resume, the related financial impacts of re-opening, and the process for how their plans and contingency plans were developed as well.

Member Price: Free
Non-member Price: Free

REGISTER




NABL: SEC, MSRB, FINRA to Hold Virtual Program for Municipal Advisors

The Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) announced the opening of registration for a virtual Compliance Outreach Program for Municipal Advisors. The webcast program will be held Thursday, August 13, 2020, from 1 p.m. to 3 p.m. ET. Additional information, including the agenda, is available here.

The program will provide municipal market participants an opportunity to hear from SEC, MSRB, and FINRA staff on timely regulatory and compliance matters for municipal advisors.

Topics of discussion include, among other things, the duties and standards of conduct for municipal advisors under MSRB Rules G-42 and G-17 and the fiduciary duty under the Securities Exchange Act of 1934; the SEC’s temporary conditional exemption from broker registration for certain direct placement activities; operational considerations for registered municipal advisors; and OCIE and FINRA examination processes and common observations, as well as relevant SEC and FINRA enforcement actions.

Registration is free and available here.

Participants are also encouraged to submit questions in advance of the event by emailing [email protected] Continuing professional education credit is available.

A press release with additional information can be found here.




The Budget Document and Beyond: GFOA Webinar

September 17, 2020 | 1 p.m.-3:45 p.m. ET

Details:

Government Finance Officers Association (GFOA) will offer The Budget Document and Beyond using GFOA’s new online learning management system. This event will focus on the changes to the Distinguished Budget Presentation Awards program criteria and emphasize improvements in all areas of budget communication and presentation. The course will combine lecture, panel discussion, and examples to communicate the changes in the program. Participants and reviewers from GFOA’s Distinguished Budget Presentation Awards program, participants in GFOA’s School Awards Program, and any finance professional desiring to improve the communication and presentation of their entity’s budget are encouraged to participate.

Click here to learn more and to register.




GFOA 25th Annual Governmental GAAP Update: Webinar

November 5, 2020 | 1 p.m.-5 p.m. ET

Program Description:

Government Finance Officers Association (GFOA) will offer its 25th Annual Governmental GAAP Update on November 5, 2020, and again on December 3, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

Click here to learn more and to register.




NABL: SEC Virtual Discussion - Temporary Conditional Exemptive Order for Municipal Advisor Activities

The Securities and Exchange Commission (SEC) will host a virtual event regarding the SEC’s temporary conditional exemption from broker registration requirements for certain municipal advisor activities.

The webcast program will be held on Tuesday, July 7, 2020 from 2 p.m. to 3 p.m. ET at www.sec.gov.

Staff from the SEC’s Division of Trading and Markets and Office of Municipal Securities will discuss the requirements and conditions of the order. A representative of the Municipal Securities Rulemaking Board (MSRB) will join to discuss MSRB rules relevant to the order.

Please register for the virtual event here. The SEC and MSRB staff will answer questions from the public regarding the order submitted prior to the event to [email protected]




Capital Budgeting and Fiscal Crisis: GFOA Webinar

Jul 20 2020 | 02:00pm to 03:00pm EDT

Program Description:

Large capital expenses can provide an easy target for governments cutting their budget and many governments chose to cancel projects or delay acquisition of capital assets and equipment. However, this may not always be the right decision. In many cases, those capital items have restricted funding sources, can be the source of efficiency improvements, are necessary to replace existing aging assets, or are essential to meet service level demands. In this session, speakers will discuss how to evaluate strategies for reducing capital expenditures and take into account impact on the operating budget, asset life-cycle costs, and how to address changes to your capital budget and long-term capital improvement plan (CIP). Additional impacts to outstanding debt or impact on an organization’s bond ratings will also be discussed.

Seminar Objectives:

Those who successfully complete this seminar should be able to:

Click here to learn more and to register.




The Role Of Budgets In Governmental Accounting And Financial Reporting: GFOA Webinar

July 15, 2020 | 2 p.m.-4 p.m. ET

Who Will Benefit:

Those new to governmental accounting and financial reporting, including those who will be involved in financial statement audits of state and local governments, or those wanting a review of these core concepts. This session is also appropriate for those who work with government budgets and want a basic understanding of the relationship between budgets and accounting.

Program Description:

This course will provide participants with a conceptual foundation as to the role of budgets in governmental accounting, along with the concepts and terminology necessary to understand generally accepted accounting principles (GAAP) accounting and financial reporting requirements related to budgets.

Click here to learn more and to register.




Overview of GFOA's Budgeting Best Practices: GFOA Webinar

Jul 9 2020 | 2:00pm to 4:00pm EDT

Program Description:

Over the last couple of decades, the GFOA has developed more than 35 best practices related to budgeting that cover: 1) fiscal policy; 2) linking the budget to organizational goals and performance; 3) the budget process and budgetary techniques; and 4) specific elements of the operating budget document. This interactive Internet training program focuses on the practical implementation of these best practices.

Click here to learn more and to register.




Announcing GFOA’s New Learning Management System.

GFOA members, as adult learners, have diverse and unique learning needs. One way does not apply to all! To help meet the different needs and learning styles of individuals, we’re excited to announce that we’ve expanded opportunities for you to advance your professional development goals through GFOA’s new learning management system (LMS).

Click here to register for courses now!




SIFMA Webinar: LIBOR – Preparing for Alternative Reference Rates

OVERVIEW

On Wednesday, September 16 at 1:00 – 2:00 p.m. EDT, this webinar will discuss how operations professionals need to prepare for the transition to alternative reference rates, which may come as soon as the end of 2021.

From internal funds transfer to vendor agreements, to loans, bond, and derivatives, LIBOR is everywhere. Firms need to be able to adapt to instruments using new rates such as the Secured Overnight Financing Rate (SOFR), implement fallbacks, and review and execute new agreements. A lot of work needs to be done, but not much time remains.

This SIFMA Webinar is part of an Ops Series called What Operations Professionals Need to Know.

Register today.




Event Recap: BDA Hosts Fixed Income Legal and Compliance Roundtable Webinar.

Yesterday, the BDA hosted representatives from the SEC, FINRA and the MSRB for its bi-annual Fixed Income Legal and Compliance Roundtable. 75 fixed income professionals from over 35 firms participated in this roundtable at which pressing regulatory and legal issues were discussed.

A video recording of the event can be viewed here.

The webinar was moderated by Dan Deaton, Nixon Peabody and featured:

The event featured extensive conversation on currently regulatory matters such as:

Bond Dealers of America

June 12, 2020




Invitation to MAGNY Webinar on ESG Risks: An Investor's Perspective

You are invited to join this MAGNY webinar on Friday, June 12 at noon:

ESG Risks: An Investor’s Perspective

Date: Friday, June 12, 2020

Time: 12:00 pm

Description:
The next three decades will see the largest transfer of inter-generational wealth in history. In the U.S alone, it is expected that between $30 and $40 trillion of wealth will be transferred from Baby Boomers to Generation X and onto Millennials. Wealth managers will be dealing with a new generation of investors who are far more values-driven than earlier ones. And research indicates that both women and millennials are more likely to invest consistently with their values. A survey by BlackRock found that 67% of millennials want investments that reflect their social and environmental values, while 76% of women said the same.

Hear the inside perspectives of institutional investors on what they focus on as it relates to environmental, social and governance activities of the entities in which they invest. They will provide a first-hand view of how ESG factors’ importance has changed and what they expect going forward. They will discuss the contours of investors’ concerns as it relates to the municipal market.

Panelists:
Ksenia Koban, Vice President, Payden & Rygel Investment Management
James Lyman, Managing Director, Neuberger Berman
Barbara VanScoy, Fellow, The Heron Foundation

Moderator:
Leonard Jones, Managing Director, Moody’s Investors Service

Cost: This is a free event for NFMA Members

Registration via Zoom here.

Contact E-mail: [email protected]

After registering, you will receive a confirmation email containing information about joining the webinar.




9th Annual Brookings Municipal Finance Conference.

Monday, Jul 13, 2020 1:30 PM – Tuesday Jul 14, 2020 12:30 PM EDT

The Municipal Finance Conference aims to bring together academics, practitioners, issuers, and regulators to discuss recent research on municipal capital markets and state and local fiscal issues. This year’s conference is a joint venture of The Hutchins Center on Fiscal and Monetary Policy at Brookings, the Rosenberg Institute of Global Finance at the Brandeis International Business School, the Olin Business School at Washington University in St. Louis, and the Harris School of Public Policy at the University of Chicago. This year’s conference will be exclusively online.

Click here to learn more and to register.




A Path to Transit and Transportation Project Success in the Wake of the Pandemic: Nossaman Webinar Replay

For those of you involved in the transportation sector, we invite you to join us on Wednesday, June 3rd for a discussion on planning, procurement and financing strategies that can be implemented now to support timely project delivery in the wake of the COVID-19 pandemic. We are planning a very interactive webinar where ample time will be set aside to answer questions received from attendees both prior to and during the event.

Topics that will be covered include:

Our interdisciplinary panel will provide practical and timely information to assist you in this ever-changing business climate.  We look forward to having many of you attend and to addressing your concerns related to this extremely important sector of our economy.

Listen to Webinar Replay.

By Brandon Davis, Liz Klebaner, Bradford Kuhn, David Miller on 06.02.2020

Nossaman LLP




BLX/Orrick 8th Annual Post-Issuance Compliance Workshop.

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The BLX/Orrick Post-Issuance Compliance Workshop is returning to Las Vegas! Reserve your place today at this 8th annual educational event.

Vdara Hotel & Spa, Las Vegas, NV
October 1-2, 2020

Click to REGISTER

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

AGENDA – Coming Soon

BLX SENIOR REPRESENTATIVES & ORRICK TAX PARTNERS TO PRESENT AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

CPE and MCLE Credits offered

HOTEL INFORMATION

BLX has secured a limited number of rooms at a special discounted rate of $135* (plus applicable fees) at the Vdara. The last day to book a room is September 9, 2020. To reserve your room, click here.

WORKSHOP PRICING

Issuers and non-profit organizations: $695 | $745 after May 31

Other professionals**: $1095 | $1145 after May 31

An invoice with payment instructions will be sent once registration is received.

** Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Quezada Sixtos at [email protected]

Refunds, Cancellation and Concerns

Requests to refund registration fees must be received in writing by September 4 and will be subject to a $100 cancellation fee. No refunds will be granted after September 4. Refunds or cancellations of hotel bookings need to be requested from the Vdara and are subject to their policies.

For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207




SEC Spotlight on Transparency: A Discussion of Secondary Market Municipal Securities Disclosure Practices

The Securities and Exchange Commission (SEC) today announced that it has rescheduled its conference entitled “Spotlight on Transparency: A Discussion of Secondary Market Municipal Securities Disclosure Practices” for June 16, 2020.

The conference is open to the public via live webcast from 1 p.m. to 4 p.m. ET at www.sec.gov, and will be archived on the Office of Municipal Securities (OMS) webpage for later viewing.

The conference will bring together a variety of municipal securities market participants, including issuers and investors, to discuss the state of secondary market disclosure in the municipal securities market, including COVID-19 related disclosure and potential opportunities for regulatory and industry improvement. Areas of focus during the conference will include voluntary disclosure practices of municipal issuers; buy-side perspectives of the state of secondary market disclosure; and emerging issues and trends in the municipal securities market and their potential impact on secondary market disclosure practices.

You can find the agenda here.

The SEC’s press release is here.




ICMA-RC Proudly Sponsors GFOA Annual Conference.

114th annual event will be held virtually for the first time

Washington, D.C., May 19, 2020 (GLOBE NEWSWIRE) — ICMA-RC is pleased to sponsor the Government Finance Officers Association (GFOA) Annual Conference for the 15th consecutive year. Starting this week, the event takes place virtually for the first time this year, with concurrent sessions through June 26, 2020.

“The GFOA’s 114th Annual Conference continues with an impressive lineup of leading experts and plenty of opportunities for attendees to engage virtually,” said Chris Morrill Executive Director/CEO of the GFOA. “We appreciate the commitment of sponsors like ICMA-RC who back the professional development and quality programming GFOA members have come to rely on.”

This year, the GFOA conference will stream over 40 sessions with leading practitioners, recognized industry experts and researchers. As a premier sponsor, ICMA-RC will engage conference attendees through a virtual exhibit hall, presentations and with ICMA-RC CERTIFIED FINANCIAL PLANNER™ professional personal sessions. In addition, ICMA-RC will provide technological solutions for participants and plan sponsors as well as resources related to the coronavirus and the CARES Act.

“During these challenging times, we are committed to supporting GFOA and other public sector partners as they share thought leadership and best practices while working tirelessly to provide community services that Americans depend on,” said ICMA-RC CEO and President Lynne Ford. “This is an important time to connect. We are excited about the innovative virtual format that GFOA has planned for this year’s conference attendees.”

Visit to learn more or register for the 114th GFOA Annual Conference.

About GFOA

The Government Finance Officers Association (GFOA), founded in 1906, represents public finance officials throughout the United States and Canada. The association’s more than 20,000 members are federal, state/provincial, and local finance officials deeply involved in planning, financing, and implementing thousands of governmental operations in each of their jurisdictions. GFOA’s mission is to advance excellence in public finance. GFOA has accepted the leadership challenge of public finance. To meet the many needs of its members, the organization provides best practice guidance, consulting, networking opportunities, publications including books, e-books, and periodicals, recognition programs, research, and training opportunities for those in the profession.

About ICMA-RC

Founded in 1972, ICMA-RC is a non-profit, independent financial services corporation with approximately $53 billion in assets under management and administration (as of March 31, 2020), focused on providing retirement plans and related services for over a million public sector participant accounts. ICMA-RC’s mission is to help public sector employees build retirement security. The organization’s mission is delivered through its RealizeRetirement® approach in which ICMA-RC representatives actively engage participants in their retirement programs, help them build their asset base, and help them realize their retirement goals through a comprehensive retirement planning strategy. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter.

Aprile Pritchet
ICMA-RC
202-962-8067
[email protected]




Housing Bonds in the New Environment: NFMA Webinar

June 11, 2020

The housing bond sector, which had experienced a resurgence of bond issuance over the last several years, is beginning to be significantly impacted by the pandemic and severe economic downturn. The impacts were not as immediately evident as the shocks to sectors such as healthcare, senior living, transportation, etc.; however, these credit impacts are now unfolding as an unprecedented number of apartment dwellers obtain forbearance on single family mortgages. Servicers – including many State HFAs – may be required to advance mortgage payments for an extended period on federally-guaranteed loans. At the same time, an unprecedented number of apartment dwellers are not paying rent and are protected from eviction. This panel will discuss the latest credit and market impacts affecting the housing bond market. What new information should investors be asking for now?

Moderator: Kurt van Kuller, CFA, Portfolio Manager, Sit Investment Associates

Speakers:

To register for this webinar, click here.




Airports: The COVID-19 Pandemic Impact and What the Future Holds - KBRA/NFMA Webinar

June 4, 2020

Sponsored by KBRA

The panel will focus on airports, one of the most impacted sectors in the municipal space. This asset class has recorded drastic passenger activity declines, in some cases more than 90%. Panelists will discuss how we got to this point, the effect on revenues, actions taken by airlines and airports in response, how the CARES Act fund are being applied, and the near-term and mid-term prospects for recovery.

Moderator: Harvey Zachem, Managing Director, KBRA

Speakers:

To register for this webinar, click here.




COVID-19 Disclosures: How Health Care Borrowers Can Navigate Financial Reporting in an Uncertain Environment - Orrick Webinar

May.08.2020 | 9am – 11am (Pacific Daylight Time)

Webinar – Connection details will be presented upon registration

This webinar is intended to help nonprofit health care borrowers prepare their EMMA filings. Topics to be discussed include:

Register.




Register Now for GFOA's 2020 Virtual Conference.

We’re planning to connect virtually with the high quality programming you’ve come to expect from GFOA. You will be able to attend sessions on familiar core topics like accounting, budgeting, treasury management, and debt.

Register.

Click here to view a list of sessions.

Learn more.




NABL Webinar: Financings of Charter Schools

NABL just released its latest webinar “Financings of Charter Schools” in the 201 Series on NABL U Now. This webinar explores some of the issues associated with financing charter schools, including: how charter schools are structured, various types of financing charter schools usually undertake, certain state specific issues you need to consider and disclosure issues. Panelists, Leah Sandbank, McManimon, Scotland & Baumann, LLC, and Sarah C. Smith, McCarter & English, LLP, pose two hypotheticals to illustrate the types of issues practitioners encounter in charter school financing.




Cybersecurity - Two-Part Webinar Series for NFMA Members

Municipal Cybersecurity Risks

NFMA and MAGNY jointly announce a two-part series of webinars on Municipal Cybersecurity Risks and the unique challenges presented by current circumstances. The first panel hosted by NFMA on April 23 at 12:00 PM EDT, will consist of public finance professionals focusing on and identifying the credit factors and disclosure issues as they relate to cybersecurity risks. On May 6 at 12:00 PM EDT, MAGNY will conduct a follow-up panel from the inside perspectives of cyber security professionals in the field who have worked in or consulted with governments. They will provide a first-hand view of cyber security threats and mitigation and what questions analysts should be asking.

Both webinars are offered to all members of the NFMA as a benefit of membership.

_________________________________________________________

April 23 – 12:00 PM EDT – NFMA on GoToMeetings

Cybersecurity: An Emerging Risk That Has Arrived

Even in this time of social distancing and COVID-19, cybersecurity remains a credit risk. And, now that many of us in the NFMA are working from home, new risks have arisen – Zoom-bombing, anyone? In 2019, the number, types and cost of attacks have risen greatly. Throughout the municipal sector, bond issuers have experienced, ransomware, distributed denial of service attacks, business email compromise (BEC) and even deep fake scams. One mayor under attack offered $400,000 as the ‘going rate’ for ransomware. In a coordinated attack, 23 Texas municipalities were simultaneously shut down. And BEC attacks in late 2019 were getting $2 million an attack from a number of institutions. The rating agencies have begun to change ratings citing cyber breeches as a contributing cause. Please join these panelists in a lively discussion on the evolving sophistication of cybercriminals; the regulatory and market needs for disclosure; lessons learned from attack experiences; the municipal advisors take on preparation and notification; and what the rating agencies are asking in management meetings.

Moderator: Geoffrey Buswick, Managing Director, S&P Global Ratings

Panelists: Gil Southwell, Vice President, Wells Capital Management; Marti Shew, Director, Hilltop Securities; Lindsay Nickle, Partner, Lewis Brisbois

Register for Cybersecurity: An Emerging Risk That Has Arrived on Apr 23, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.

…………………………………………………………………………………………………………………………….

May 6 – 12:00 PM EDT – MAGNY on Zoom

Cybersecurity Professionals on Municipal Cybersecurity Risks

Hear the inside perspectives of cybersecurity professionals in the field who have worked in or consulted with governments. They will provide a first-hand view of municipal cybersecurity threats and mitigation efforts. They will identify and discuss the major threats and issues, including the unique security challenges presented by the COVID-19 disruptions, what type of entities are most vulnerable, and what questions to ask to ascertain if a borrower has the capabilities, resources and processes in place to protect itself from cyber-attacks or recover from one, if compromised.

Moderator: Tiffany Tribbett, Director, S&P Global Ratings

Panelists: David Weinstein, Former CTO, CISO and Cybersecurity Advisor, State of New Jersey; Vikas Bansai, Cyber Security Principal, Deloitte Advisory with municipal and higher education client base; Leroy Terrelonge, Assistant Vice President and Cyber Risk Analyst, Moody’s, Former Director of Intelligence and Operations at Flashpoint (cybersecurity firm) and Analyst at the National Security Agency.

Register for the Cyber Security Professionals on Municipal Cybersecurity Risks on May 6, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.




Webinar: Rating Agencies Speak on COVID-19

April 07, 2020 | 12pm – 2pm (Eastern Daylight Time)

COVID-19 is having and will continue for an indefinite period to have myriad effects, many unprecedented, on the operations, revenues and debt service coverage of municipal market issuers and borrowers. Disclosures about these effects now appear in most official statements and in an increasing number of stickers and voluntary filings with EMMA.

Not surprisingly, the rating agencies have a significant and growing interest in the subject, which can be expected to influence their rating and surveillance processes, ratings analyses, in some cases ratings themselves, and possibly result in some changes in rating criteria. Even though this is a rapidly evolving situation, the rating agencies already have some concerns and perceptions to convey, that may help issuers, bankers and advisors as they evaluate financing plans and develop strategies for how to manage the effects of COVID-19. To that end, Orrick, Herrington & Sutcliffe, LLP has assembled a panel of all four rating agencies for a special Orrick and Bond Buyer hosted webinar.

Speakers

Karen Daly
Senior Managing Director, Public Finance & Financial Guarantors
Kroll

Eric Kim
Senior Director, Public Finance
Fitch

Robin Prunty
Managing Director, Head of Analytics and Research
S&P

Michael Rowen
Managing Director
Moody’s

Click here to register.




Fitch Webinar: Coronavirus Effects for U.S. States and Local Governments

March 26, 2020 at 1:00pm EDT

Please join Laura Porter, Arlene Bohner, Michael Rinaldi and Eric Kim for a discussion and Q&A on how COVID-19 will pressure State and Local Governments March 26 at 1pm ET.

Register Now




Fitch Webinar: Coronavirus Impact on NFP Hospitals and Life Plan Communities

March 25, 2020 at 11:00am EDT

Laura Porter – Managing Director, Global Group Head of Public Finance & Infrastructure
Kevin Holloran – Senior Director, US Public Finance Margaret Johnson – Director, Senior Living Sector Lead

Register Now




NABL U’s The Essentials Conference – New Dates Announced!

Because of the rapidly changing public health concerns surrounding the spread of the coronavirus and personal travel concerns and travel restrictions imposed by firms and government agencies, NABL U’s The Essentials has been rescheduled for June 10-12, 2020, at the Hyatt Regency Dallas. Everything else remains the same – hotel, meeting facilities, top faculty members, and panel session schedule.

The Essentials conference will provide participants with a straightforward overview of the fundamental laws relevant to the public finance practice during four General Sessions and 14 CLE-approved breakout sessions and comprehensive resource materials for their day-to-day practice. Attendees will have the opportunity to network and learn from the esteemed faculty, who are NABL members with established public finance practices.

There is no question that the coronavirus is a serious concern, and NABL’s first priority is the health, safety, and well-being of our members and conference participants. Although we cannot be certain, NABL hopes that by mid-June the current situation will have greatly improved. Please contact NABL’s Chief Operating Officer, Linda Wyman, [email protected] or (202) 503-3300, if you have any questions.

NOTE: If you already registered for The Essentials, your registration will automatically transfer to the new dates. Contact [email protected] if you are unable to attend over the new dates. If you have already made your hotel reservations for the April dates, please note that the hotel will cancel those reservations (and refund the one night nonrefundable deposit). You will receive a cancellation email notification from the hotel, and then you can rebook your hotel reservation online after Tuesday, March 17, using the link provided on nabl.org.




Novogradac 2020 Opportunity Zones Conference.

Hilton Long Beach | April 23, 2020 – 8:00am to April 24, 2020 – 12:00pm

Make connections, grow professionally in Southern California.

The Novogradac 2020 Opportunity Zones Spring Conference provides a deeper understanding of the opportunity zones (OZ) incentive from those that have firsthand experience overcoming structuring and sourcing challenges.

Join hundreds of others in community development–developers, investors, civic officials and more–to hear what’s happening and profit from lessons learned by those blazing the trail in the community development incentive.

Click here to learn more and to register.




MSRB Webinar: Continuing Disclosures and the EMMA® Website.

Join our March 19 webinar to learn about enhancements to the transparency of the timing and modification history of issuers’ financial disclosures on the EMMA website.

Click here to register.




BLX/Orrick 2020 Post-Issuance Compliance Updates Webinar.

10 am PDT / 1 pm EDT | 03/24/2020

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: To TIF or Not to TIF, is TIF the Right Tool For Your Project?

Tuesday, March 17, 2020 | 1:00 PM Eastern

Click here to learn more and to register.




GFOA Budgeting Best Practices in Albuquerque.

GFOA will be in Albuquerque, New Mexico, March 9-12, offering a number of training sessions.

Click here to learn more and to register.




NFMA Annual Conference in New Orleans.

The National Federation of Municipal Analysts will return to New Orleans in 2020. This year’s Jazz Fest will begin on April 23. We have an event website where all information may be found in one place: Click here.

Or look at the following links:




Demystifying P3: A Review of Essential Public-Private Partnership Concepts

Orrick and The Bond Buyer co-hosted a webinar discussing the use of public-private partnerships or P3s in the public finance market. Topics addressed the considerations and financing structures available for government sponsors considering P3 methods of delivery for a project or service.

View the Webinar.

The Bond Buyer | December.17.2019




CDFA Federal Policy Conference.

CDFA Federal Policy Conference

April 14-15, 2020 | Washington, DC

Click here to learn more and to register.




GASB 87: You Inventoried Your Leases, Now What? Practical Steps for Implementation and Lessons Learned.

Wednesday, January 15, 2020

OVERVIEW
This webinar will provide a high-level overview of the new standard, focus on practical steps to take after leases have been inventoried, and lessons learned. Participants will also discover ways to address barriers to adoption upfront, develop a holistic strategy for evaluating lease portfolios, and explore ways to foster agency and institutional involvement.

Click here to learn more and to register.




Fitch US Municipal 2020 Outlook Series Webinars.

Learn more or register now for any of upcoming webinar in the 2020 Outlook series by clicking the titles below.




CDFA // BNY Mellon Development Finance Webcast Series: Forecasting the Bond Market in 2020

Tuesday, January 21, 2020 | 1:00 PM Eastern

Register Now




Fitch On Demand Webinar: Nashville Airport Subordinate Airport Revenue Bond Series 2019A&B

Fitch hosted a webinar to discuss our new rating of Metropolitan Nashville Airport Authority.

Please join Scott Zuchorski, Seth Lehman, and Jeffrey Lack for a discussion of the airport, our rating, and our thought process.

Register Now




2020 NAST Legislative Conference.

February 9-11, 2010 | Washington DC

Registration is now open for NAST’s Legislative Conference and ABLE Expo in Washington, DC at the historic Mayflower Hotel located north of the White House. All events will take place at the Hotel unless otherwise noted. Sunday’s events are business casual and business attire on Monday and Tuesday.

Click here to learn more and to register.

National Association of State Treasurers




CDFA // BNY Mellon Development Finance Webcast Series: Sourcing Local Capital for Community Projects

Tuesday. December 17, 2019 . | . 1:00 PM Eastern

Click here to learn more and to register.




Fitch North American Project Finance: Lessons Learned

Fitch Ratings’ Infrastructure analytical team has published a report and interactive tool outlining the lessons we’ve learned covering various North American P3 projects.

Fitch will also be hosting a webinar on Wednesday, November 13th at 11:00 AM ET on which the report will be available for download. Register Now.




CDFA-Ice Miller Broadband Financing Bootcamp.

December 4, 2019 | 1:00 PM – 4:00 PM Eastern

Click here to learn more and to register.




NFMA Advanced Seminar on Higher Education: Sector Under Stress

The Education Committee is pleased to open registration for the Advanced Seminar on Higher Education to take place on January 23 & 24, 2020 in Los Angeles.

To view the program, click here. To see who is speaking (more to come), click here.

To register, click here.




AM Best to Host Webinar on Municipal Bonds: The Evolution of an Important Asset Class for Insurers

AM Best will host a complimentary webinar, sponsored by Invesco, on Nov. 13, 2019, at 2 p.m. (EST). Asset managers will examine the state of the current municipal bond market, the impact of tax reform, as well as where insurers are discovering opportunities and avoiding pitfalls in this large, but shifting, sector.

Register now.

Panelists include:

Attendees can submit questions during registration or by emailing [email protected] The event will be streamed in video and audio formats, and playback will be available to registered viewers shortly after the event.

AM Best is a global credit rating agency and information provider with an exclusive focus on the insurance industry. Visit http://www.ambest.com for more information.

Copyright © 2019 by A.M. Best Company, Inc. and/or its affiliates. ALL RIGHTS RESERVED.

Business Wire | October 21, 2019




FASB and GASB to Cohost In Focus: Not-For-Profit and Governmental Accounting Webcast for Academics

Norwalk, CT, October 1, 2019 — The Financial Accounting Standards Board (FASB) and the Governmental Accounting Standards Board (GASB) today announced their joint webcast providing an update for college and university accounting educators on major recent FASB and GASB standards. IN FOCUS: Not-for-Profit and Governmental Accounting Webcast for Academics takes place Friday, November 1, from 1:00 to 2:40 p.m. Eastern Daylight Time.

Participants in the live broadcast (which is offered free of charge to those who preregister) will be eligible for up to 2.0 hours of Continuing Professional Education (CPE) credits. (CPE credit is not available for group viewing of the live broadcast.)

The webcast will feature FASB Assistant Director—Nonpublic Entities Jeff Mechanick and GASB Senior Research Manager and Governmental Accounting Standards Advisory Council (GASAC) Coordinator Dean Michael Mead, covering the following topics:

  1. Update on the GASB Statement on Conduit Debt and three major proposals planned for 2020 including Financial Reporting Model Reexamination, Revenue and Expense Recognition, and Disclosure Framework
  2. Update on recent FASB amendments to Not-for-Profit Financial Statements, the accounting for Grants and Contracts of Not-for-Profit Entities, and the accounting for Goodwill and Certain Intangible Assets of Not-for-Profit Entities
  3. Noteworthy recently issued standards and ongoing projects of the FASB and the GASB
  4. Overview of FASB and GASB resources for academics and programs to connect academic research to standards setting
  5. Question-and-answer session.

Participants will have the opportunity to submit questions to the panelists during the live event.

An archive of the webcast will be available on both the FASB and GASB websites after the live event. (CPE credit will not be available to those who view only the archived webcast.)

For more information about the webcast, visit www.fasb.org or www.gasb.org.

About the Financial Accounting Standards Board

Established in 1973, the FASB is the independent, private-sector organization, based in Norwalk, Connecticut, that establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations that follow Generally Accepted Accounting Principles (GAAP). The FASB is recognized by the Securities and Exchange Commission as the designated accounting standard setter for public companies. FASB standards are recognized as authoritative by many other organizations, including state Boards of Accountancy and the American Institute of CPAs (AICPA). The FASB develops and issues financial accounting standards through a transparent and inclusive process intended to promote financial reporting that provides useful information to investors and others who use financial reports. The Financial Accounting Foundation (FAF) supports and oversees the FASB. For more information, visit www.fasb.org.

About the Governmental Accounting Standards Board

Established in 1984, the GASB is the independent, private-sector organization, based in Norwalk, Connecticut, that establishes financial accounting and reporting standards for U.S. state and local governments that follow Generally Accepted Accounting Principles (GAAP). These standards are recognized as authoritative by state and local governments; state Boards of Accountancy; and the American Institute of CPAs (AICPA). The GASB develops and issues financial accounting standards through a transparent and inclusive process intended to promote financial reporting that provides useful information to taxpayers, public officials, investors, and others who use financial reports. The Financial Accounting Foundation (FAF) supports and oversees the GASB. For more information, visit www.gasb.org.




Catalyzing Opportunity Zone Investments in New England (2019)

October 22, 2019 | Boston, MA

Join CDFA for the Catalyzing Opportunity Zone Investments conference in New England on October 22, 2019 for a special one-day event hosted at the Federal Reserve Bank of Boston. This event will feature a number of economic development finance experts from Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont discussing Opportunity Zones and the development finance tools, authorities, resources and approaches, and how these can affect the New England economies going forward.

Register today to reserve your spot at the Catalyzing Opportunity Zone Investments in New England conference.

Click here to learn more and to register.




CDFA EDA RLF Training Course - Tampa

November 5-6, 2019 | Tampa, FL

The CDFA EDA Revolving Loan Fund Training Course is a two-day training course tailored to address the specific needs of EDA RLF Grantees. The course is based on CDFA’s highly acclaimed Intro Revolving Loan Fund Course and offers an in-depth look at RLF program development, implementation and management.

Participants will learn the essential elements needed to operate a successful EDA RLF program with a focus on program design, marketing, management, loan underwriting and processing strategies, disclosure and monitoring, evaluations and program risk strategies.

In addition, the course will focus on highlighting the perspective of many different EDA RLF grantees who have experienced success with an emphasis on replicability and peer to peer learning. Each day will include presentations from RLF experts and EDA RLF grantee peers to encourage discussion and ongoing collaboration.

The CDFA EDA Revolving Loan Fund Training Course is being held as part of the CDFA EDA RLF Best Practices Program.

Click here to learn more and to register.




Advanced Tax Increment Finance Course.

November 6, 2019 | Tampa, FL

CDFA’s Advanced Tax Increment Finance Course builds upon CDFA’s Intro TIF Course by focusing more concretely on structuring the deal and developing short- and long-term policies. You will also learn about performance monitoring, feasibility analysis and using TIF in conjunction with other development finance tools.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Click here to learn more and to register.




AICPA'S Ethics Interpretation: State & Local Government Client Affiliates Webinar

10/17/2019 2:00 PM EDT | 10/17/2019 3:15 PM EDT

OVERVIEW

NASACT is pleased to announce the latest in its series of training events addressing timely issues in government accounting, auditing and financial management.

Stay current on new independence guidance. Let us help you navigate the revised State and Local Government Client Affiliates interpretation recently adopted by the AICPA Professional Ethics Executive Committee. Join the PEEC task force chair, Nancy Miller, and AICPA technical staff as they give practical insight on the interpretation and demonstrate tools currently being developed to assist you.

SEE FULL SESSION DETAILS.

REGISTER.

COST
$299 per group (unlimited attendance); $50 per person; $25 per person if no CPE required

• Use promo code: INDWEB to receive individual discount pricing with CPE.
• Use promo code: INDNOCPE to receive individual discount pricing with no CPE required.

Contact:
Pat Hackney
Email: [email protected]
Phone: (859) 276-1147




Novogradac 2019 Opportunity Zones Fall Conference - Chicago

The Fairmont Chicago Millennium Park

October 24, 2019 – 8:00am to October 25, 2019 – 12:00pm

Novogradac’s Opportunity Zones Conference is one of the largest attended events in the community development arena, where fund sponsors, developers, investors, accountants, lawyers and others gather to discuss and learn how to effectively invest in qualified opportunity funds.

Don’t miss this chance to meet with more than 500 leaders from across community development industries to discuss critical trends, challenges and solutions related to expanding the implementation of opportunity zones in order to transform some of the nation’s most disadvantaged communities.

Click here to learn more and to register.




CDFA to Host Free Webinar on 2018 CDFA Volume Cap Report.

Analysis of the 2018 CDFA Volume Cap Report and Capital Markets Review | October 15, 2019 @ 1:00 PM Eastern

The annual CDFA Volume Cap report is an essential outline of national private activity bond issuance trends and is used by issuers, researchers, trade groups, and political offices to understand the private activity bond landscape. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we will examine the recently released Volume Cap Report in fine detail as well as discuss the fourth-quarter outlook of the capital markets.

Stuart Weiss, Moderator
Vice President, Sales
The Bank of New York Mellon

More speakers will be announced soon.

Register




Advanced Tax Increment Finance Course.

November 6, 2019 | Tampa, FL

CDFA’s Advanced Tax Increment Finance Course builds upon CDFA’s Intro TIF Course by focusing more concretely on structuring the deal and developing short- and long-term policies. You will also learn about performance monitoring, feasibility analysis and using TIF in conjunction with other development finance tools.

This course qualifies for the CDFA Training Institute’s Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Click here to learn more and to register.




FINRA 2019 Advertising Regulation Conference.

October 24-25 | Washington, DC

FINRA’s Advertising Regulation Conference offers a comprehensive agenda designed for new and experienced advertising professionals. Industry and regulatory speakers will facilitate interactive, forward-looking discussions on current practices, policies, priorities and emerging regulations. This year’s conference also includes opportunities to network with industry peers and meet one-on-one with Advertising Regulation Department staff during office hours and throughout the event.

Click here to learn more and to register.




2019 Median Ratios for Not-For-Profit Hospitals and Healthcare Systems: Fitch Webinar Replay

Fitch Ratings hosted a webinar to discuss the 2019 Median Ratios for Not-For-Profit Hospitals and Healthcare Systems. Please see our recent press release on smaller U.S. NFP hospitals and their positive turnaround in operating margins.

Listen Now




California Economic Summit.

November 7-8 | Fresno

Read More.




Intro Opportunity Zones Finance WebCourse.

September 24-25, 2019 | 12:00 – 5:00 PM Eastern

Click here to learn more and to register.




The Bond Buyer's California Public Finance Conference.

San Francisco | September 23-25, 2019

For the past 29 years The Bond Buyer’s California Public Finance Conference has been the place where all of California’s municipal finance leaders — from public sector issuers to investors, investment bankers, municipal advisors, rating agencies, buyers and bond counsels — have met to discuss the key topics of the day including infrastructure, tax reform fallout, and the cessation of advance refunding.

Join us this September in San Francisco as leading municipal finance experts and senior issuers address these critical topics. What will take place in San Francisco goes well beyond the session rooms. Through a variety of networking opportunities, including the yearly golf tournament, you will gain as much by interacting with your 750+ fellow attendees as you will from the informative sessions. Spend three days with the State’s policymakers and dealmakers to gain the information and best practices you need to deal with the challenges facing issuers and the municipal bond market.

Attendees leave the conference invigorated by the knowledge and strategies that have been shared to thrive in today’s municipal market. Join us for a vigorous and thought-provoking discussion … and a full slate of networking opportunities that The Bond Buyer conferences are known for.

Click here to learn more and to register.




P3 Showcase: Building Michigan’s Infrastructure Through P3s

Lansing, MI | October 31, 2019

Join NCPPP for the latest P3Showcase, Building Michigan’s Infrastructure Through P3s, this October. Infrastructure in Michigan and across the country is faced with a growing portfolio of infrastructure challenges, such as roads, bridges, stormwater and wastewater facilities, university housing, and other social infrastructure, that needs to be built or renovated.

This P3Showcase will offer an advanced and in-depth look at how P3s have been utilized this far and how they can be more widely used in Michigan.

Click here to learn more and to register.




CDFA EDA RLF Training Course - Chicago

September 10-11, 2019 | Chicago, IL

Click here to learn more and to register.




CDFA-Bricker PACE Webinar Series: PACE Transactions

September 11, 2019 | 11:00 AM – 1:00 PM Eastern

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: Fill In The Gaps with New Markets Tax Credits

Tuesday, September 17, 2019 | 1:00 PM Eastern

Click here to learn more and to register.




MSRB Podcast: A Conversation About Yield Curves

The municipal securities market is composed of more than one million unique bonds, each with its own specific structural characteristics, ratings and yields. Market benchmarks such as yield curves, provide sector-specific or broad market information about the general level of municipal interest rates. Not all benchmarks and yield curves are created equal. Hear about how different yield curves are used to evaluate a bond’s yield or performance.

Listen to the podcast.

Posted: 4/9/2019




Municipal Finance Data Forum Midwest.

9:00 AM ET Thursday, October 3, 2019

XBRL US Meeting || Northern Illinois University, Naperville Campus, 1120 E. Diehl Rd, Naperville, IL

Sponsored & Hosted by:
Northern Illinois University’s Center for Governmental Studies

Join this half-day forum on how data standardization is changing the face of municipal financial reporting.

Hear public sector and financial data standards experts discuss how standardizing reported data can improve the efficiency of disclosures by U.S. state and local governments. This forum will feature speakers from the Bond Buyer, the Illinois Office of the Controller (IOC), Northern Illinois University Center for Governmental Studies, Truth In Accounting, Will County, and more.

This event is free to attend but requires advance registration. Seating is limited.

Click here to learn more and to register.




GFOA Announces Encore Presentations of 24th Annual Governmental GAAP Update.

GFOA’s 24th Annual Governmental GAAP Update web-stream event will take place from 1:00 to 5:00 pm (Eastern) on November 7, 2019, with encore presentations on December 5, 2019, and January 16, 2020. Take advantage of early and group registration discounts. Earn 4 CPE credits with your participation.

Learn More




Evaluating Local Government Security Ratings: Fitch Webinar

WHEN: August 07, 2019 3:00pm EDT

ABOUT THE EVENT

Join Fitch for a discussion on proposed revisions to evaluating securities relative to the related government’s issuer default rating.

Speakers:

View On-Demand




GFOA 24th Annual Governmental GAAP Update.

24th Annual Governmental GAAP Update

Training Type: Web-Streaming

Date and Time: Nov 7 2019 – 1:00pm to 5:00pm EST

CPE Credits: 4

Member Price: $180.00
Non-Member Price: $195.00

Prerequisite: Knowledge of state and local governmental accounting and financial reporting.

Speakers:

Who Will Benefit: State and local governmental accounting and financial reporting professionals, state and local government CFOs, and auditors of state and local governments.

Program Description: Government Finance Officers Association (GFOA) will offer its 24th Annual Governmental GAAP Update on November 7, 2019, December 5, 2019, and again on January 16, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

KEY TOPICS

Seminar Objectives:

Participants in this year’s GAAP Update should achieve a practical knowledge of:

GAAP Update FAQs

Other Documents:




GASB Webinar: Implementation Guides for Fiduciary Activities and Leases

Thursday, September 26, 2019, from 1:30 to 3:15 p.m. Eastern Time.

Registration is now open for CPE Webinar IN FOCUS: GASB Implementation Guides for Fiduciary Activities and Leases.

Media Advisory

Course Description and Registration




NFMA Advanced Seminar on Healthcare.

The National Federation of Municipal Analysts Education Committee will hold an Advanced Seminar on the Changing Face of Healthcare in Minneapolis on October 17 & 18, 2019.

To view the program, click here.

To register, click here.




P3 Bootcamp: The Premier P3 Training Course

SEPTEMBER 25, 2019 | LOS ANGELES, CA

ABOUT

P3Bootcamp is an intensive one-day learning session that teaches public- and private-sector leaders how partnerships work and the proven strategies for assembling successful projects. Instructors for the P3Bootcamp series are leaders within the field and working on the biggest, most innovative projects today. Faculty includes well-respected government officials and executives from the legal, financial, consulting, insurance and real estate fields.

P3Bootcamp Program

When you attend a P3Bootcamp, you’ll experience informative panel discussions on topics similar to the below. Click here to download the Los Angeles P3Bootcamp agenda.

The Framework of Public-Private Partnerships & First Steps in the Process

Identifying and Developing a P3 Project

The Procurement Process/Best Practices

P3 Financing

P3 Market Trends

Click here to learn more and to register.




Fitch ESG Relevance Scores - Webinar and What Investors Want to Know

Fitch has just published a “What Investors Want to Know” report about our ESG scores and methodologies based on questions received from investors. Please click the link below to watch our on-demand webinar on our ESG methodology in US Public Finance, and Infrastructure and Project Finance.

Listen Now




Opportunity Zone Conference Call.

Aug 02,2019 | 2:00PM EDT

On Friday, August 2, the White House Office of Intergovernmental Affairs, in conjunction with the White House Opportunity and Revitalization Council and in partnership with the National League of Cities and the U.S. Conference of Mayors, is hosting an Opportunity Zone briefing and discussion call with Senior White House and Administration Officials, including Scott Turner (Executive Director, White House Opportunity and Revitalization Council).

The purpose of the call is to provide the nation’s mayors and other municipal officials with an update on the White House Opportunity & Revitalization Council’s ongoing work, highlight and share best practices and success stories from communities around the country, and answer pertinent questions. Among other topics, we will discuss recent regulatory and implementation developments, including the continued streamlining, coordinating, and targeting of existing Federal grant programs and otherwise towards Opportunity Zones. If you would like to participate, please register following the link. Please feel free to share with your colleagues.

Date: August 2, 2019
Time: 2:00PM EDT
Call-In Information: RSVP Here




BLX/Orrick 7th Annual Post-Issuance Compliance Workshop.

BLX/Orrick 7th Annual Post-Issuance Compliance Workshop

Austin, TX | November 14-15

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing.

Click here to learn more and to register.

The BLX/Orrick Post-Issuance Compliance Workshop is going to Texas and The LINE Hotel in Austin! Reserve your place today at this 7th annual educational event.

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions allow for audience participation and address questions from participants relating to real life situations. Our team strives to make the discussion of tedious tax laws understandable and relatable.




Fitch Webcast: U.S. Housing Finance Agency (HFA) Loan Program Rating Criteria.

Date: July 11, 2019
Time: 11:00 AM EDT

Join Laura Porter and Mikiyon Alexander for a summary of Fitch’s consolidated master criteria report titled ‘U.S. Housing Finance Agency (HFA) Loan Program Rating Criteria’.

Speakers:
Laura Porter – MD, Regional Group Head, US Public Finance
Mikiyon Alexander – Director, US Public Finance

Register Now




Webcast Replay: U.S. Not-for-Profit Higher Education Median Webcast

Jun. 26, 2019 | New York

S&P Global Ratings U.S Public Finance held a live webcast and Q&A discussion on Wednesday, June 26th at 2:00 pm Eastern Time on the U.S Not-for-Profit Higher Education sector, highlighting both the Fiscal 2018 Public University Median Report and the Fiscal 2018 Private University Median Report, which was published the week prior to the webcast.

View The Webcast Replay




The National Institute of Public Finance Certificate in Public Treasury Management Program.

July 14-17, 2019 | Malibu, CA

Intensive Public-Finance Curriculum Providing Crucial Insight and Cutting-Edge Strategies

The 2019 National Institute of Public Finance (NIPF) includes an intensive public finance curriculum, providing crucial insight into current public finance issues; developing the skills required for the future, free from commercial influence; and sharing ideas, best practices, and cutting-edge strategies.

Participants in each track will complete:

Click here to learn more and to register.




SIFMA's LIBOR Transition Briefing, July 15 in NYC

July 15, 2019 | SIFMA Conference Center, NYC

Registration Open

On July 15, SIFMA will host the LIBOR Transition Briefing in New York City to discuss the transition from the London Inter-bank Offered Rate (LIBOR) to alternative interest rate benchmarks.

Hear from policymakers at the center of the transition on what financial firms need to do today as well as the next stage in the move away from LIBOR to ensure a sound, coordinated industry effort.




Attend the GFOA Leadership Academy.

Enhance your leadership skills and advance your career by attending GFOA Leadership Academy, October 13-18 at the College of Charleston in Charleston, SC. This weeklong training session provides ambitious public and government finance professionals an opportunity to bolster their leadership and management skills to better serve their communities. The application deadline is June 30.

Click here to learn more.




Fitch Webinar: ESG Relevance Scores for US Public Finance, and Infrastructure and Project Finance Now Available On-Demand

Environmental, Social and Governance (ESG) factors are increasingly important for investment decisions, which is why Fitch has introduced ESG relevance scores to show relevance and materiality of ESG to ratings.

Speakers:

Listen Now




S&P Live Webcast and Q&A: U.S. Not-for-Profit Higher Education Median Webcast

Jun. 26, 2019 | New York

Please join S&P Global Ratings U.S Public Finance on Wednesday, June 26th at 2:00 pm Eastern Time, for a live webcast and Q&A discussion on the U.S Not-for-Profit Higher Education sector, highlighting both the Fiscal 2018 Public University Median Report and the Fiscal 2018 Private University Median Report, which will be published the week prior to the webcast. While you will be able to submit questions live during the webcast, please also feel free to submit questions in advance with your registration.

Register For This Webcast




CDFA to Host Webinar on Opportunity Zones and Affordable Housing with HUD, USDA.

June 27 | 2:00 PM Eastern

Click here to learn more and to register.




CDFA Illinois Roundtable - Opportunity Zones & Development Finance

July 25, 2019 | Chicago, IL

Register Now




BLX/Orrick Post-Issuance Compliance Webinar: 2019 Updates from the Front Line

Orrick and BLX hosted a webinar on recent post-issuance compliance topics, including new rules and regulations, and audits relating to tax-exempt debt from experts who regularly interact with Treasury department officials and the IRS.

Watch Webinar.

PDF of this presentation is available here: Post-Issuance Compliance: 2019 Updates From the Frontline

For additional information on the webinar or the services BLX Group offers to assist you with your post-issuance compliance needs, please contact:

Cynthia Sixtos
[email protected]
213 612 2207




Brookings 8th Annual Municipal Finance Conference.

Brookings Institution
Washington, DC

Monday, Jul 15, 2019 1:30 PM – Tuesday Jul 16, 2019 12:00 PM EDT

Register for Webcast.

Register to Attend.




Proposed Changes to Fitch U.S. Water & Sewer Utilities Rating Criteria: Webinar

May 23, 2019 2:00PM EDT

Please join us for our discussion of the proposed changes to Fitch’s U.S. Water and Sewer Utilities Rating Criteria. Key points include:

Register Now




Webinar: Variable Rate Demand Obligations for Affordable Housing

The Bond Buyer | April.11.2019

In the area of affordable housing finance, some Issuers have returned to, or are considering returning to, issuing variable rate demand obligations (VRDOs). This has led Issuers to revisit credit support, tender mechanics and structuring and disclosure considerations. Even issue price has required some new thinking. Watch this on-demand webinar from Orrick and the Bond Buyer to learn more about VRDOs in the context of affordable housing.

Topics discussed:

Listen to audio.




The Landscape of Mega Project Incentives: CDFA Webinar

The Landscape of Mega Project Incentives | June 18, 2019 @ 1:00 PM Eastern

Mega projects are arguably the most fascinating developments that can be undertaken. From developers to average citizens, projects of such a grand scale attract the attention of everyone. In order to make development dreams become a reality, proposals call for public entities to solve myriad financing challenges. This trend has continued to show up in projects such as the new Foxconn plant in Wisconsin and Amazon’s recent decision on the location for HQ2. During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers will provide an in-depth overview on the approaches currently being used by cities, counties and states across the U.S. to attract mega projects.

Speakers will be announced soon.

Register






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