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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!


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