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NAHEFFA Fall Conference - October 4-7, 2026
Mar Monte Hotel, Santa Barbara California
(This agenda is subject to minor changes)

SUNDAY

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MONDAY

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TUESDAY

WEDNESDAY


​​​​5:00 PM
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6:00 PM

​8:00 AM
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​​​
9:00 AM
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​10:00 AM
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​11:00 AM
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11:15 AM

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12:15 PM
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 1:15 PM


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2:15 PM


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6:30 PM
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8:00 AM


​9:00 AM
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​
10:00 AM
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11:00 AM

11:15 AM
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12:15 PM

12:30 PM
 
1:30 PM​





2:30 PM

​ 8:00 AM
​
​ 9:00 AM
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​
​
10:00 AM
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​


​
 11:00 AM

​
​​6:00 PM
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​8:30 PM​

9:00 AM
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​​
10:00 AM
​

​11:00 AM
​


​
11:15 AM
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​ 
12:15 PM

​



​
1:15 PM
​

 2:15 PM


​
3:15 PM


​
8:30 PM
​

9:00 AM


​10:00 AM
​



​
11:00 AM

​
11:15 AM

12:15 PM
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​
12:30 PM

1:30 PM

2:30 PM​




​
3:30 PM

​​9:00 AM
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10:00 AM
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​
11:00 AM
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​
 12:00 PM

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NAHEFFA Board of Directors Meeting


​Welcome Reception SPONSORED BY US BANK

Breakfast
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​​​
KEYNOTE and WELCOME
California State Treasurer, and Lt. Governor Candidate Fiona Ma

​Disneyland’s Lasting Legacy: History, Economic Impact, and A New Partnership with California - California's Disney History
Carrie Nocella, Director, External Affairs- Communications & Public Affairs of Disneyland Resort
​
BREAK
​
​
​​A  Peek behind the Wizard's Trading Desk Curtain
Chad Kenan, Senior Vice President, Not-For-Profit Healthcare Investment Banking,
   Jefferies Financia Group
Andy Mathes, Investment Manager of Tax-Exempt Bond Proceeds, Bidding Agent
    and Fixed Income Asset Management,  FAI Capital Management
Martin Walke, VP of Economic Development, Louisiana Public Facilities Authority
​
LUNCH
​

Energy as a Service and Conduit Issuers – What you should know
Jenna Magan, Partner and Head of Public Finance, Orrick
Joe Lidoco, Senior Energy & Infrastructure Career Associate, Orrick

Post-Issuance Compliance – Overview and Best Practices
Alan Bond, Chief Brand Officer & Senior Managing Director - New York, BLX
Caleb Lansky, Managing Director, New York, BLX

Cabrillo Pavilion Dinner
SPONSORED BY:   ORRICK,   BLX   AND   FIELDMAN ROLAPP​

​BREAKFAST


​
Corporations Meeting
(NAHEFFA Authorities only for Corporation Meeting.)
NAHEFFA Roundtable  (All attendees will be invited to join upon adjournment of the NAHEFFA Corporation meeting)
​

Presentation and Market Update
Adam Bauer, President, CEO, Principal, Fieldman,Rolapp and Associates

BREAK

Implementation of HR 1| Changes Medicare/Medicaid | How we survived as a Distressed Hospital. Ryan Sprinkle, Senior Managing Director, Strategy  and Performance Improvement, Warbird Consulting Partners
J.P. Marion, Senior Manager SCA Consulting / Sr. Vice President of Finance and Policy District Hospital Leadership Forum (DHLF)


Sponsor Recognition

LUNCH

Municipal Securities Panel Discussion
Emily Brock,  Director, Federal Liaison Center, Government Finance Officers Association
Susan Gaffney,  Executive Director, National Association of Municipal Advisors
Dave Sanchez, Director of the Office of Municipal Securities, US Securities and Exchange Commission
​
Washington DC Update
Neal Martin, ML Strategies
Chuck Samuels, MINTZ
​

Dinner on your own

​ BREAKFAST

The Economy
Presenter, TBD
​

Challenges in - and the Robotization of -  Higher Education
 Nick Ladany, President of San Francisco Bay University (Robotic Professors/Online University)
James Walsh, CFO of the University of the Pacific University, Traditional University)


AI - Robotics and the future of….
Presenter TBD


ADJOURN

See you in Washington DC Spring 2027
Old Alexandria Hotel

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