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Seminar Materials

Municipal Debt Essentials
October 26-28, 2016
Lions Gate Hotel, Sacramento (McClellan), CA

Introduction: Evolution of the Bond Market
Juan Fernandez, Executive Director, Public Finance Department, JP Morgan
Session One: Bond Concepts
G. Craig Hill, Principal, NHA Advisors
Brad Koehn, Director of Finance and Administrative Services, City of Elk Grove
Session Two: The Changing Roles and Responsibilities of Debt Issuers and Finance Team Members
David T. Fama, Shareholder, Jones Hall
Monty Hanks, Finance Director, City of Roseville
Terry L. Maas, Managing Director, FirstSouthwest, A Division of Hilltop Securities, Inc
Dennis McGuire, Managing Director, Piper Jaffray
Jay Panzica, Chief Financial Officer, City of Roseville
James A. Wawrzyniak, Jr., Associate, Jones Hall
Session Three: Financing Options: Which Type of Debt Is Best for Your Project, Part 1
Dennis McGuire, Managing Director, Piper Jaffray
Brian D. Quint, Partner, Quint & Thimmig LLP
Session Four: Financing Options: Which Type of Debt Is Best for Your Project, Part 2
Eileen Gallagher, Managing Director, Stifel
Rudy Salo, Partner, Nixon Peabody LLP
Session Five: Group Exercise and Discussion: Bond Math
Joanna Bowes, Managing Director, KNN Public Finance
Erwin Tam, Vice President, KNN Public Finance

Session One: Debt Policy and Plan of Finance
Paul Blumberg, Public Finance Manager, City of West Sacramento
David Brodsly, Managing Director, KNN Public Finance
- Example: Case Study - West Sacramento Area Flood Control Agency
- Example: City of West Sacramento Debt-Related Policies
Session Two: Group Exercise and Discussion: Creating the Project Plan
Paul Blumberg, Public Finance Manager, City of West Sacramento
David Brodsly, Managing Director, KNN Public Finance
Session Three: Selecting Your Consultants and the RFP or RFQ
Joseph T. Maestretti, CPA, Chief Financial Officer, Sacramento Regional County Sanitation District,
Sacramento Area Sewer District, Sacramento County Sanitation Districts Financing Authority
- Example Request for Proposal for Underwriting Services
- Example Underwriter Proposal Score Sheet
Session Four: Debt Structuring and Refunding
Scott Nagelson, Managing Director, US Bancorp Municipal Securities Group
David Persselin, CPFO, Finance Director and Treasurer, City of Fremont
Session Five: Bond Documents
Drew Corbett, Finance Director/Acting Assistant City Manager, City of San Mateo
Jacquelynne Jennings, Partner, Schiff Hardin
Session Six: Credit Quality and the New Dynamics of Credit Ratings
Part 1: Andy Clarke, Senior Director, Public Finance, Kroll Bond Rating Agency
Part 2: Tom Bell, Director, Public Finance, Assured Guaranty
Session Seven: Working with the Governing Body
Brad Koehn, Director of Finance and Administrative Services, City of Elk Grove

Session One: Initial Disclosure
Brooke D. Abola, Deputy City Attorney, Office of the San Francisco City Attorney, San Francisco International Airport
Brian P. Forbath, Shareholder, Stradling Yocca Carlson & Rauth, P.C
Session Two: Understanding Methods of Sale � Competitive and Negotiated
Marc Hughes, Managing Director, Public Finance, Mesirow Financial, Inc.
Stephen J. (Jay) Murphy, Managing Director, National Syndicate Manager, Mesirow Financial, Inc.
Session Three: Marketing and Pricing
Marc Hughes, Managing Director, Public Finance, Mesirow Financial, Inc.
Stephen J. (Jay) Murphy, Managing Director, National Syndicate Manager, Mesirow Financial, Inc.
Session Four: Group Exercise and Discussion: Bond Pricing
Anna Sarabian, Partner, Fieldman, Rolapp & Associates
Hollybeth Vocal, Director, Stifel
- Group Exercise