119th Annual Conference Sessions: Debt Management

1. Sun 29 June

   3 sessions

2. Mon 30 June

   3 sessions

Sessions for Sunday, June 29

• Sun 29 Jun 2:40 PM - 3:30 PM ET Room 145
  Accounting and Financial Reporting

  Are We There Yet? The Financial Data Transparency Act

  The Financial Data Transparency Act (FDTA), which was signed in 2022, changes the way governments must report their disclosures (in a structured data format) to the Municipal Securities Rulemaking Board (MSRB) Electronic Municipal Market Access (EMMA) system. Federal agencies are currently working through the rulemaking process to implement the act.

  

  

  

  Emily S. Brock, Paulina Haro, Adam Wendell

  1 CPE credits

  Level: intermediate

  More info
• Sun 29 Jun 2:40 PM - 3:30 PM ET Room 151
  Debt Management

  Never a Dull Moment: Reflections and Predictions on the Muni-Market

  "It’s an interesting time to be alive in the muni-market" should be a 2025 tagline. With policy and market changes and nearly every corner of muni-land having something to say, it's important for issuers of municipal securities to be aware of these conversations and understand how these big-picture issues may affect their own debt programs.

  

  

  

  AZ

  JoAnne Carter, Nancy B. Feldman, Carol Juang McCoog, Alex Zaman

  1 CPE credits

  Level: basic

  More info
• Sun 29 Jun 3:50 PM - 4:40 PM ET Room 145
  Debt Management

  Welcome to the Club: Small Issuer Compliance

  Governments that infrequently issue debt and/or issue small amounts have unique challenges in the market and in handling their debt management program, yet they face the same reporting requirements as larger, more frequent issuers. This session will review GFOA’s best practices that focus on key elements for small governments, as well as market factors and practices that have traditionally been beneficial to this population of issuers.

  

  

  Noel J. Graczyk, Diane Waldron

  1 CPE credits

  Level: basic

  More info

Sessions for Monday, June 30

• Mon 30 Jun 1:30 PM - 2:20 PM ET Room 151
  Debt Management

  Enhancing Issuer Disclosure Practices

  Governments must be mindful of securities laws and disclosure responsibilities that come with issuing debt and managing their debt portfolios, including preparing the official statement, monitoring continuing disclosure obligations, providing voluntary disclosures to the market, and implementing a strong investor relations program. Additionally, governments need to be aware of possible changes to disclosure reporting requirements that the federal government may implement in the near future.

  

  

  

  

  Barry Fick, Kim Garland, Ernesto Lanza, Dave Sanchez

  1 CPE credits

  Level: intermediate

  More info
• Mon 30 Jun 2:40 PM - 3:55 PM ET Room 146
  Federal Advocacy

  Exploring the Impact of Tax Code Changes on the Municipal Bond Market

  This year's Congress ushered in significant shifts in economic policies, fiscal priorities, tax implications, and market dynamics. This timely panel will highlight the political climate in Washington, DC, and the impact of the election on the municipal bond space.

  RA

  

  

  

  

  Ryan Abraham, Brent Bryant, Nikolai J. Sklaroff, Darryl Street, Nora Wittstruck

  1.5 CPE credits

  Level: update

  More info
• Mon 30 Jun 4:15 PM - 5:30 PM ET Room 151
  Debt Management

  Inside Information: Investor Insight for Issuers

  Investors have had a strong appetite for municipal bonds in recent years. This has helped governments consistently access capital markets at low rates. Understanding how issuers view the market is important for finance professionals and can help influence your government's strategy.

  

  

  

  ET

  Cora Bruemmer, Peter DeGroot, Justin Marlowe, Ed Tishelman

  1.5 CPE credits

  Level: intermediate

  More info