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Events
Conference Materials (2016-2022)

Fall 2022 Conference - Bozeman, Montana - Presenter Slide Decks

1.  The Economy
  • Dr. Christiana Stoddard, Professor of Economics, Montana State University

2.  Washington DC Update - Panel Discussion
  • Neal Martin, Senior Director of Government Relations, ML Strategies
  • Eric Gutshall, Executive Director, Pennsylvania Public School Building Authority, Pennsylvania Higher Education Facilities Authority
  • Mike Decker, Senior Vice President, Bond Dealers of America
  • Mike Rock, Senior Associate Director, American Hospital Association

3.  Regulatory Update
  • Barry Fick, Executive Director, Minnesota Higher Education Facilities
  • Mike Decker, Senior Vice President, Bond Dealers of America
  • Mike Rock, Senior Associate Director, American Hospital Association

4.  The Fetterman Massacre:  Prelude to the Great Sioux War and the Battle of the Little Bighorn
  • David Single, Living History Manager, Co-Curator, Montana State University, Museum of the Rockies

5.  Cyber Security
  • Michael Nouguier, Director of Cyber Security, Richey May Advisory

6.  Workforce Housing
  • Danielle Bergner, Attorney, Hall, Render, Killian, Heath, & Lyman, P.C
  • Sean Becker, Vice President of Shared Services, Montana Hospital Association

7.  Market Update
  • John Henningsgard, Managing Director, Piper Sandler & Co.
  • Melanie Johnson, Managing Director, Piper Sandler & Co.

8.  The Importance of Legislative Advocacy:  Federal and Local
  • Barry Fick, Executive Director, Minnesota Higher Education Facilities
  • Neal Martin, Senior Director of Government Relations, ML Strategies
  • Eric Gutshall, Executive Director, Pennsylvania Public School Building Authority, Pennsylvania Higher Education Facilities Authority

9.  ESG Discussion / Follow-up on Charleston SC Conference discussion of ESG and Green Bonds Session 
  • Barry Fick, Executive Director, Minnesota Higher Education Facilities
  • Laura Janke, Director of Municipal Finance, RBC Capital Markets

10. Special Guest Speaker,  Director David Sanchez (No Slide Deck Used)
  • David Sanchez, Director of the Office of Municipal Securities, US Securities and Exchange Commission

11. The Role of Authority Boards of Directors and Individual Board Members,  And, Bond Best Practices
  • Nathan Bilyeu, Shareholder, Jackson, Murdo & Grant, P.C.
  • Christi Jacobsen, Of Counsel, HCMP
  • Erin McCrady, Partner, Dorsey & Whitney, LLP

12. US Supreme Court Decision in Carson v. Makin
  • Jenna Magan, Partner, Co-Head of Public Finance, Orrick, Herrington & Sutcliffe, LLP
  • Matthias Edrich, Kutak Rock, LLP


​

Spring 2022 Conference - Charleston, South Carolina - Presenter Slide Decks


1 . The Economy
  • Steve Slifer, Economist, NumberNomics

2.  ESG Discussion
  •  Barry Fick, Executive Director, Minnesota Higher Education Facilities Authority
  • Emily Swenson Brock, 

3.  Washington DC Update
  • Neal Martin, Senior Director of Government Relations, ML Strategies, 
  • Brian Egan, NABL

4.  The Current Financing Environment
     Panel Discussion:
  • Brent Robertson,  Stifel - Moderator
  • John Wooten, Wells Fargo
  • Peter Courtney, Greenwich Investment Management
  • Mark McIntire,  Assured Guaranty

5.  Innovation!
  • Adam Gill, Executive Director, Montana Facility Finance Authority
  • Seth Lutter, Associate Director, Montana Facility Finance Authority

 6.  Speed Dating on HOT TOPIC

     Discussing the transition from LIBOR 
  • Jeffrey Freese, Key Banc

     Taxable Bonds and Rule 131, The Separate Security Issue – Exemption or Registration?
  • Fred Marienthal, Kutak Rock 

    “Should borrowers get their own CUSIP Base 6?”
  • Jeff White, Columbia Capital Management

​   “To Hedge or Not to Hedge” taxable versus tax-exempt
  • Florien Bouwmeester,  Melio & Company

Fall 2021 Conference - Presenter Slide Decks

1.  Investing for Value in Today's Municipal Bond Market (No slide deck)
     Jeff Lipton, Oppenheimer & Co. Inc.
     Erik Schleicher, Baird Advisors
     Matthew Hilliard, Thrivent

2.  Lake Michigan / Freshwater Science - The Latest Update on this Precious Resource
     Dr. Rebecca Klaper, University of Wisconsin, Milwaukee

3.  Post Issuance Compliance:  Whose Responsibility is it, the Issuer or the Borrower?
     Dana Lach, Foley and Lardner
     Dennis Reilly, WI-WHEFA
     Donna Murr, WA-WHCFA
     Kim Mooers, RI-RIHEBC

4.  Rating Agency Presentation - A Review of the Health Care and Education Sectors
     Sean Wiley, Standard and Poor's Global Ratings
     Mark Melio, Melio and Company
     Meredith Moore, Moody's Investors Service (Regretfully unable to attend, slide deck is included here)

5.  NAHEFFA Roundtable - "Reminiscing with Outgoing NAHEFFA Members (No slide deck)
     Ruth Keeth, ID-IHFA
     John Sager, ID-IHFA
     Harry Huntly, SC-JEDA

6.  Public Policy Update
     David Erdman, State of Wisconsin
      Chuck Samuels, ML Strategies
      Neal Martin, ML Strategies

7.  A Look at Today's Economy
     Brian Andrew, Johnson Financial Group

8.  Speed Dating with Bond Topics
     Michael Peer, CliftonLarsonAllen, LLP
     Kevin Broich, Plunkett Raysich Architects, LLP
   

2020-21 Conference Materials

NAHEFFA Spring 2021 Virtual Conference Session Content

1. Washington D.C. Consultants Updates on Municipal Bonds
Start Time : Apr 19, 2021 08:03 AM
https://zoom.us/rec/share/g1Nx5sjwAbKl_VKzYr5roP2e8JTm5AVnSRaqTTf6tczdNKjdRG_YWxQqFg7LUjBZ.bmoSd4i7ZKmlBAJy
  
2.  What to Expect From Congress on Municipal Bonds: A Conversation with Ways & Means Tax Staff Director, Beth Bell
Date: Apr 19, 2021 09:32 AM Pacific Time (US and Canada)
https://zoom.us/rec/share/LoMqyWhDBPJl9GIwC2Qc42Dtw5MU_EVnrGsuano5EPR6Jh7BzGlBYeCyy4Ydfrk.wKZQ_vvHlML267JW
  
3.  NAHEFFA's Advocacy Partnership with AHA and NACUBO:  The Outlook for 2021
Start Time : Apr 19, 2021 11:00 AM
https://zoom.us/rec/share/xZQTpY4l9C75IAbgS1vzwmLFiOfe_ACDkGIYQ23WpHsIsipy0VEYO54BuMdOzTNS.H-njyxnurTh4aWoF
 
 4.  KEYNOTE Congressman C.A. "Dutch" Ruppersberger
Start Time : Apr 19, 2021 01:00 PM
https://zoom.us/rec/share/-0MVk_gwlANffMzySilDb_sVxQYIUgzMf4NoYQ4nm99a4xsL3hKvUBrv8SZtVNK8.66RN5iZPsYZkKvA-
 
5.  Social Determinants of Health
Start Time : Apr 20, 2021 07:50 AM
https://zoom.us/rec/share/v9dJnTibEJN6SF4C0zZ_tqHszMlBD9jBjn7-fZ4w2HrD2LkE7zUuI89u9rSeuAUc.6ZiYpMw1CDhfAV6K
 
6.  Health Care and Higher Education Finance Mix Tape
Start Time : Apr 20, 2021 09:27 AM
https://zoom.us/rec/share/U6CflefYsZIt4MhFSUZamJPEKlH0Z8VmZZYEz6m9WQ2t7qbatN0duaQzprW9F_c.2bQ-EjIl9ZaYuUZh 
 
7.  30/30 LIBOR Phase-Out Home Health and Education Financings - John Sager; Dan Gottlieb / Mike Tym / Scott Waller
Start Time : Apr 20, 2021 11:01 AM
https://zoom.us/rec/share/Wl4Tqcy1O3DZ9oJ_SmzaYywldTB1jncQEA8h-S3BBlCm4t8OSv97nwQ7MJqdSYKE.eDDDnp9lUCejEuQX
 
8.   The Economy and Its Impact on the Municipal Bond Market
Start Time : Apr 20, 2021 12:22 PM
https://zoom.us/rec/share/JolrGso2ox88JZvVfs3SIudzviFKwyB8J5_-tKmO5egl76WZj4ReDHp6B7Y6kXcb.ekciKEyBrgowsaZH
NAHEFFA Fall 2020 Virtual Conference Session Content

1.  The Congressional Viewpoint on Bonds
Date: Oct 28, 2020 08:12 AM Pacific Time (US and Canada)
Video Not Sharable on this forum
 
2.  The 2020 Political Landscape 
Date: Oct 28, 2020 09:11 AM Pacific Time (US and Canada) https://zoom.us/rec/share/VrZ5Gi-CZ7fKnCQUSzDrQ5kHQKACW1Qm6Nv7fDjK0D3Ns72AFOJHD25MtKoLXccV.SN_Q7JBG9mHOKP4l 
PASSWORD  Kf5?Q*Lt 

3.  Advocacy / Washington D.C. Update
Date: Oct 28, 2020 10:27 AM Pacific Time (US and Canada)
https://zoom.us/rec/share/cQhcUzyFZyShqkWJgJffUfScqlWVCnIcbEvsd12fn3M5cyOfFMaqsiRrcS_tcoNx.taWsyvB5MHjio7SI?startTime=1603906086000
PASSWORD GD#8&P2&  

4.  Leading through Uncertainty
Date: Oct 28, 2020 11:44 AM Pacific Time (US and Canada) https://zoom.us/rec/play/K61OMOSyoJr3LoMEuxdbkvTS1mQWmiRxl8d8kGwFPyBaObYPi6q4gR292Xg6ojujGHiiEs1e2LUFA-WW.pOkVQjpJYMiEoctq?continueMode=true
PASSWORD Z.@F1QEa 
Handout  Leading Through Uncertainty 

5.  Continuing Disclosure Update
Date: Oct 28, 2020 01:19 PM Pacific Time (US and Canada) https://zoom.us/rec/share/_BbbREqx-au4O--3zi5aFH7DgCL3CM1d461i12m-m4wug4cpB0EMt7LYU4_C4nc.3HuXrs6Kpa06oOEb?startTime=1603917026000
PASSWORD %G.g5^w2  
Handout  Continuing Disclosure in an Uncertain Environment

6.  Strategic Goals and Priorities of the MSRB
Date: Oct 29, 2020 07:28 AM Pacific Time (US and Canada) https://zoom.us/rec/share/PXUcKnXnNRe0XmcrKQnxrPd9wiEr5VjIAHkXU2Y2u8VqXY3tfkVKmr63RUlF5mXN.3sRA5R5KYsA3nEvz?startTime=1603981696000
PASSWORD xZ@n1.kX 

7.  Impact of Covid 19 on Healthcare, Higher Education and the Muni Market
Date: Oct 29, 2020 08:03 AM Pacific Time (US and Canada) https://zoom.us/rec/share/oGqUhba26S8n7dtTA7QuE5gZ6MdmdkR76-mEsvqj94L_PfRRbK4YmE99dmVNzG_5.2XJDHCg5EL2A8dT5?startTime=1603984504000
PASSWORD 2+ZMA.Q^ 
Handouts
Moody's (Fitz) 2020 Fall NAHEFFA Conference Presentation
S&P (Bretz) Global Presentation 
Raymond James (Wright)  Presentation

8.  Introduction to Bonds - 501(c)(3) Tax-Exempt Financings
Date: Oct 29, 2020 09:14 AM Pacific Time (US and Canada) https://zoom.us/rec/share/1mJ1VND3-E_p8eH1sVzOsF0eexvjvJ4hI3QeF8pA9MHCp_NjiHyfLhWATi3LoUc.HUTwPVICJLgwW72v
PASSWORD $VAS993! 
Handouts
Gilmore Bell Tax Exempt Financing for 501 c3 Organizations Quick Sheet
Gilmore Bell 501 (c) (3) Presentation (Basics)

9.  Economic Outlook
Date: Oct 29, 2020 10:37 AM Pacific Time (US and Canada) https://zoom.us/rec/share/VS2DW7VtJWpiIGVz2p0Lk1CjhRHbxQwOJeZpoNHylXVrO8bMx7evQiy_ppRM7C6n.494qct49R1j9LSZN?startTime=1603993712000
PASSWORD +k8f1B!+ 
Handout Presentation Numbernomics - Steve Slifer

10.   Diversity and Implicit Bias
Date: Oct 29, 2020 11:39 AM Pacific Time (US and Canada) https://zoom.us/rec/share/CX5WVjmjDImqLZdVfXwbcYom_KvlGeGpIfIiAu20clwSYN1Uv2qcT6LmRfEsm25Z.xf1Y_moSasgkleiE
PASSWORD !?iwQ?S1
Handouts  
​The Workshop 2020_Virtual Diversity Implicit Bias Final
​​Ethics - Bias Implicit Bias Outline

11.  Post Issuance Compliance Best Practices
Date: Oct 29, 2020 01:16PM Pacific Time (US and Canada)  Orrick / BLX Group Presentation.  NOT SHARABLE