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California Debt and Investment Advisory Commission


Municipal Debt Essentials

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September 24–26, 2024
Sheraton Fairplex Suites & Conference Center
601 West McKinley Avenue
Pomona, CA 91768

Day One: Debt Basics | September 24, 2024 | Agenda
Day one of this three-day seminar covers fundamental elements of debt financing, including core issuance terminology, the roles and responsibilities of issuers and their financing team, and the types of debt instruments that state and local governments are able to issue. The curriculum for this training is designed to provide municipal financing principles through lecture, case studies, and exercises.


Day Two: Mechanics of a Bond Sale| September 25, 2024 | Agenda
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Some of the main topics covered in this program include the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, and the development of legal documents.


Day Three: Ongoing Administration| September 26, 2024 | Agenda
Day three of this three-day seminar is designed to provide government officers with essential knowledge related to managing continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.

Seminar Presentation Materials

Printed versions of the seminar presentations are not provided. PDF files for the combined presentation and individual sessions are listed below

Day 1: Debt Basics | Day 2: Mechanics of a Bond Sale | Day 3: Ongoing Administration


  • Session 1 | Overview of Issuer Responsibilities Post-Issuance
  • Session 2 | Continuing Disclosure
  • Session 3 | Investing Bond Proceeds, Arbitrage, and IRS Tax Compliance
  • Session 4 | Post-Issuance Accountability
  • Session 5 | Refunding an Issue

Speakers

  • Marc Bauer, Partner, Orrick, Herrington & Sutcliff
  • Blake Boehm, Principal/Managing Director, KNN Public Finance
  • David Brodsly, Managing Director, KNN Public Finance
  • Glenn Casterline, Managing Director, BLX Group
  • Christine Choi, Managing Director, PFM Financial Advisors LLC
  • Alexandra Cimmiyotti, Vice President/Senior Credit Officer, Moody's Investors Service
  • Allison Falkenstein, Financing Coordinator, City of San Diego
  • Jay Goldstone, Special Advisor, City of San Diego
  • Craig Hill, Managing Principal, NHA Advisors
  • Darren Hodge, Managing Director, PFM Financial Advisors
  • Linda Hurley, Partner, Macias Gini & O'Connell
  • Jacqui Jennings, Partner, ArentFox Schiff
  • Jyothi Pantulu, Assistant Director, Department of Public Finance, City of San Diego
  • Karma Pemba, Managing Director, RBC Capital Markets
  • Sheila Poisson, Finance Director, City of Torrance
  • Matt Rudroff, CFA, CPA, Director, PFM Financial Advisors LLC
  • Dave Sanchez, Director, Office of Municipal Securities, U.S. Security and Exchange Commission
  • Debra Saunders, Consultant, BondLink
  • Graham Schnaars, Director of U.S. Public Finance, Fitch Ratings
  • Melissa Shick, Director, KNN Public Finance
  • Nikolai Sklaroff, Capital Finance Director, San Francisco Public Utilities Commission
  • David Song, Associate, Nixon Peabody LLP
  • Monique Spyke, Managing Director, PFM Asset Management
  • John Stanley, Partner, Orrick, Herrington & Sutcliff
  • Jaime Trejo, Senior Managing Consultant,, PFM Financial Advisors LLC
  • Jack Tsang, Director, BofA Securities
  • Holly Vocal, Managing Director, BofA Securities
  • Daniel Wiles, Assistant Treasurer and Tax Collector, Public Finance, Investments, and Deferred Income Branch, Los Angeles County Treasurer and Tax Collector
  • Matthew Wingert, Budget Manager, Los Angeles County Metropolitan Transportation Authority

Full Speaker Biographies