NAHEFFA FALL 2021
Conference Agenda
Tuesday, September 7, 2021
6:40 pm Optional Social Event – Milwaukee Brewer Baseball Game (Transportation included with your ticket. Bus Departs at 5:45)
Wednesday, September 8, 2021
Morning / Afternoon City of Milwaukee Optional Social Events on Your Own. Tour Milwaukee Art Museum,
Harley Davidson Museum, Visit Milwaukee’s Public Market, Shopping, EXPLORE!
2:00pm – 3:00pm Hotel Lobby Optional Social Event | Guided Run Tour| 5 miles with Dennis Reilly, WI-WHEFA
Optional Social Event | Guided Walk Tour| 3 miles with Tatiana Graver, WI-WHEFA
5:00 – 7:00 p.m. Founders Room Welcome Reception | Journeyman Hotel -
Sponsored by AmeriVet Securities
Conference Registration
Thursday, September 9, 2021
8:00 – 9:00 a.m. Outsider Conference registration and breakfast
9:00 – 9:15 a.m. Assembly Hall Opening Remarks and Welcome to Milwaukee, WI
Dennis Reilly – NAHEFFA President, Executive Director, WI-WHEFA
Presentation on Spring 2022 Conference – Charleston, SC - Harry Huntley, Executive Director, SC-JEDA
9:15 – 10:15 a.m. Assembly Hall Investing for Value in Today’s Municipal Bond Market
Speaker: Jeff Lipton, Head of Municipal Credit and Market Strategy Municipal Capital Markets, Oppenheimer
Speaker: Erik Schleicher, CFA, Portfolio Manager Municipals, Baird Advisors
Speaker: Matthew Hilliard, Sr. Fixed-Income Credit Analyst Municipal Bonds, Thrivent
Moderator: Corinne Johnson, Executive Director, CO-COHFA
10:15 – 10:45 a.m. Break/Networking Opportunities
10:45 – 11:45 a.m. Assembly Hall Lake Michigan / Freshwater Science – The Latest Update on this Precious Resource
Speaker: Dr. Rebecca Klaper, Vice Dean and Professor, School of Freshwater Sciences, University of
Wisconsin, Milwaukee
Moderator: Dennis Reilly, Executive Director, WI-WHEFA
11:45 – 12:00 p.m. Assembly Hall Sponsor Recognition
Speaker: John Sager, Executive Director, ID-IDFA
12:00 – 1:00 p.m. Outsider Lunch
1:00 – 2:00 p.m. Assembly Hall Post Issuance Compliance: Whose Responsibility is it, the Issuer, or the Borrower?
Speaker: Dennis Reilly, Executive Director, WI-WHEFA
Speaker: Donna Murr, Executive Director, WA-WHCFA
Speaker: Kim Mooers, Executive Director RI-HBEC
Moderator: Dana Lach, Of Counsel, Foley & Lardner
2:00 – 3:00 p.m. Assembly Hall Rating Agency Presentation – A Review of the Health Care and Education Sectors
Speaker: Meredith Moore - Assistant Vice President, Moody’s Investors Service
Speaker: Sean Wiley, Associate Director, US Public Finance, Standard and Poor’s Global Ratings
Moderator: Barry Fick, Executive Director, MN-MHEFA
3:00 – 5:00 p.m. Break/Networking Opportunities
3:00 - 4:00 p.m. Assembly Hall NAHEFFA Board meeting and Corporation Meeting (NAHEFFA Members Only)
4:00 – 5:00 p.m. Assembly Hall NAHEFFA Roundtable – “Reminiscing with Outgoing NAHEFFA Members”
(NAHEFFA Members Only)
Speaker: Ruth Keeth, Board Member, ID-IHFA
Speaker: John Sager, Executive Director ID-IHFA
Speaker: Harry Huntley, Executive Director, SC-JEDA
Moderator: Mark Heller, Executive Director, CO-CECFA
5:00 - 6:00 p.m. Hotel Lobby Complimentary Hotel Hosted Wine/Beer Reception (subject to change / as restrictions apply)
6:00 - 9:00 p.m. Dinner |Merriment Social | Milwaukee, WI (7 min walk from hotel)
Sponsored by Quarles & Brady, LLP
Friday, September 10, 2021
8:00 – 9:00 a.m. NAHEFFA Committee Meetings during breakfast
8:00 – 9:00 a.m. Outsider Registration and Breakfast
9:00 – 10:00 a.m. Assembly Hall Public Policy Update
Speaker: David Erdman, Capital Finance Director, WI Department
of Administration
Speaker: Chuck Samuels, Washington Advocate, ML Strategies
Speaker: Neal Martin, Director of Government Relations, ML Strategies
10:00 – 10:30 a.m. Break/Networking Opportunities
10:30 – 11:15 a.m. Assembly Hall A Look at Today’s Economy
Speaker: Brian Andrew, Chief Investment Officer, Johnson Financial Group
Moderator: Dennis Reilly, Executive Director, WI-WHEFA
11:15 – 12:00 p.m. Assembly Hall Speed Dating with Bond Topics
Speaker: Michael Peer, Principal, CliftonLarsonAllen LLP
Speaker: Kevin Broich, Partner at Plunkett Raysich Architects, LLP
Moderator: John Sager, Executive Director, ID-IHFA
12:00 p.m. Assembly Hall Closing Remarks
Dennis Reilly, President, NAHEFFA and Executive Director, WI-WHEFA
12:00 – 1:00 p.m. Outsider Lunch – “Grab and Go” or “Grab and Stay”
Adjournment
1:00 p.m. - Close Optional Social Event, Summerfest (Tickets and Transportation on own)
See you in Charleston in Spring 2022!