Fall 2023 Conference, Burlington VT - Presenter Slide Decks1. The Economy
Jeffrey Thompson, Director, Federal Reserve Bank of Boston's New England Public Policy Center 2. Washington DC Update Chuck Samuels, Legislative Advocate, MINTZ Levin Brian Egan, Director of Government Affairs, NABL 3. Alternatives for Financing Rural Health and Educational Facilities Moderator: Martin Walke, Vice President, Louisiana Public Facilities Authority Panel: Melanie Johnson, Managing Director, Piper Sandler Companies Nessy Shems, Managing Director Rural Development, Piper Sandler Companies Misty Sinsigalli, Area Director Rural Development, US Dept. of Food & Agriculture 4. Demographic Resilience Kenneth Rodgers, Director, Public Finance, S&P Global Ratings 5. Covid, Looming Demographic Cliffs, and The Future of Higher Education *No slide deck presented Moderator: Michael Gaughan, Executive Director, Vermont Educational and Health Buildings Financing Agency Panel: David Provost, Executive Vice President of Finance and Administration, Middlebury College Rob Robinson, Executive Vice President of Finance and Administration, Saint Michael's College Christopher Good, Director and Co-Head of Higher Education and Nonprofit Group, RBCCM 6. National Perspective Addressing Healthcare Labor Costs and Shortages Bob Lemke, Director-Human Capital Services, Grant Thornton, LLP 7. No Homes, No Workers: Regional and National Solutions for Workforce Housing Moderator: Mark Heller, Executive Director, Colorado Educational and Cultural Facilities Authority Panel: Meghan Burke, Chair, Public Finance Practice & Chair, Education Practice, MINTZ Levin Richard Cate, Vice President of Finance and Administration, University of Vermont David Duncan, System Vice President, Facilities Management Dartmouth Health 8. Market Update Jock Wright, Managing Director, Sr. Underwriter, Raymond 9. ESG Issues and Implications *No slide deck presented Mike Pieciak, Treasurer, State of Vermont Neal Pandozzi, Partner, Bowditch Dewey 10. Managing Cyber and Other Threats for Bond Issuers Sid Bose, Partner, Data Security & Privacy Practice, Ice Miller Jim Watson, Partner, Ice Miller Spring 2023 Conference Washington DC-Presenter Slide Decks and Materials1. Panel Discussion: Healthcare and Higher Education
2. Message from The Honorable Bob Casey, US Senator, Pennsylvania (Video) 3. The Honorable Terri Sewell, US Representative (D AL 07) TBD 4. Drill Down on National Politics (No slide deck or printable materials) Frank Guinta, ML Strategies 5. Municipal Finance Legislative Update (No slide deck or printable materials) David Heitlinger, Municipal Finance Caucus, Office of US Representative Dutch Ruppersberger (D MD 02) Wright Ricketts, Senior Policy Advisor, Office of US Representative David Kustoff, (R TN 09) 6. The Economy George T. Cook, Graystone Consulting 7. TALENT Equity (No slide deck or printed materials) Alice Cheng , Janney Montgomery Scott Sidney Covington, AmeriVet Securities Alexander Vaisman, Build America Mutual 8. Impacts on Health Care Post COVID Ben Finder, American Hospital Association Stephen Murphy, Public Finance Management Michael Tym, Ponder & Co 9. Washington DC Update Emily Brock, Government Finance Officers Association Liz Clark, National Association of College and University Business Officers 10. Message from The Honorable Richard Neal, US Representative (D MA 01) Ranking Member, House Ways & Means Committee (Video) TBD 11. Mark Kim, CEO and President, Municipal Securities Rulemaking Board (No slide deck or printed materials) Fall 2022 Conference - Bozeman, Montana - Presenter Slide Decks1. The Economy
3. Regulatory Update
5. Cyber Security
6. Workforce Housing
7. Market Update
9. ESG Discussion / Follow-up on Charleston SC Conference discussion of ESG and Green Bonds Session
10. Special Guest Speaker, Director David Sanchez (No Slide Deck Used)
11. The Role of Authority Boards of Directors and Individual Board Members, And, Bond Best Practices
12. US Supreme Court Decision in Carson v. Makin
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Spring 2022 Conference - Charleston, South Carolina - Presenter Slide Decks1 . The Economy
2. ESG Discussion
3. Washington DC Update
4. The Current Financing Environment Panel Discussion:
5. Innovation!
6. Speed Dating on HOT TOPIC Discussing the transition from LIBOR
Taxable Bonds and Rule 131, The Separate Security Issue – Exemption or Registration?
“To Hedge or Not to Hedge” taxable versus tax-exempt
Fall 2021 Conference - Presenter Slide Decks1. 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 MaterialsNAHEFFA Spring 2021 Virtual Conference Session Content1. 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 |