Registration Opens

8:00 AM

Registration will begin at 8:00 a.m. in the conference foyer outside of the Agassiz and Fremont ballroom. A continental breakfast and refreshments will be provided.

Financing Public Infrastructure through the Issuance of Municipal Bonds in the Current Regulatory Environment

9:00-10:30 AM (1.5 CPEs)

Mark Reader, Managing Director, Stifel
Michael Cafiso, Shareholder, Greenberg Traurig

A panel of Arizona municipal bond professionals will discuss multiple case studies regarding the successful issuance of bonds to finance a variety of projects throughout Arizona. Case studies will include a variety of revenue bonds (utility, transportation, excise tax secured), general obligation bonds, special assessment bonds and bonds issued through community facilities districts - for traditional public infrastructure and economic development projects in small, medium and large size communities. The panel will summarize a variety of bond bills that are being considered by the Arizona State Legislature.

Following the Yellow Brick Road - Options for Financing in the Bond Market

10:40 AM-12:10 PM (1.5 CPEs)

William Davis, Managing Director, Piper Jaffray
Zach Sakas, Attorney, Gust Rosenfeld

Hear from experts in public finance, bond underwriting and counsel to ensure you avoid scary pitfalls as you make your way down the yellow brick road of debt management! Your ultimate goal is to reach the Emerald City and the great and powerful Oz!


12:10-1:00 PM

Arbitrage: Eating an Elephant One Bite at a Time

1:10-2:00 PM (1 CPE)

Stephen Broden, Vice President, Arbitrage Compliance Specialists, Inc.
Matt Collins, Account Manager, Arbitrage Compliance Specialists, Inc.

When you hear arbitrage, do words like complicated, confusing, and downright daunting, come to mind? This session will break down the process into bite-sized pieces by demystifying the components such as rebate requirements, calculation process, yield restrictions, payments and record retention. Thus making arbitrage more easily digestible...bon appetite!

Post Issuance bond Compliance

2:10-3:00 PM (1 CPE)

Erika Coombs, Vice President, Stifel

The session will include an update on the continuing disclosure compliance policies and procedures that remain an important component of issuing bonds.

Training Concludes

3:00 PM

CPE forms will be available at the registration desk at the conclusion of the training.