120th Annual Conference Sessions: Debt Management
120th Annual Conference Sessions: Debt Management
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Sessions for Sunday, June 28
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Sun
28 Jun
2:50 PM - 3:40 PM CT
Debt Management
The World as I See It: Disclosure Best Practices for Municipal Issuers
Continuing disclosure is a critical responsibility for municipal issuers, ensuring transparency and maintaining investor confidence in the municipal market. This session will provide an in-depth overview of continuing disclosure requirements under SEC rules, explore best practices for meeting these obligations, and highlight the role of technology in streamlining disclosure processes.
1.5 CPE credits
Level: basic
More info -
Sun
28 Jun
4:00 PM - 4:50 PM CT
Debt Management
Rules of the Game: Working with Regulated Entities for Debt Management
Debt issuing organizations often rely heavily on outside professionals—municipal advisors, bond counsel, underwriters, and others—to navigate the complexities of planning and issuing debt. This session will walk issuers through the federal protections designed to support issuers, including fair dealing duties, obligations to avoid conflicts of interest, the municipal advisor’s federally-mandated duty of care and duty of loyalty, and counsel’s professional obligations.
1 CPE credits
Level: basic
More info
Sessions for Monday, June 29
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Mon
29 Jun
8:30 AM - 10:10 AM CT
Debt Management
Bond Sale Three-Peat: Part 1 – Preparing for the Sale
Issuing municipal bonds is a complex process that requires careful planning and coordination. This session will guide municipal issuers through the essential steps to prepare for a successful bond sale—from identifying capital needs and selecting the right financing approach to assembling your support team and meeting statutory and legal requirements.
2 CPE credits
Level: basic
More info -
Mon
29 Jun
8:55 AM - 10:10 AM CT
Debt Management
Cybersecurity in Municipal Bond Issuance: Protecting Transactions, Funds, and Public Trust
Cybersecurity has become one of the most urgent emerging risks for governments, including in the municipal bond market. All governments—especially small and medium sized issuers with limited IT capacity—are increasingly targeted by sophisticated cybercriminals who understand the mechanics of public finance transactions.
1.5 CPE credits
Level: advanced
More info -
Mon
29 Jun
3:10 PM - 4:25 PM CT
Debt Management
Strengthening Investor Relations: Effective Engagement with Municipal Investors
A strong investor relations (IR) program is becoming an essential component of transparent governance, effective market communication, and achieving favorable borrowing outcomes. This session will guide municipal issuers through the key elements of building and maintaining an IR program.
1.5 CPE credits
Level: intermediate
More info
Sessions for Tuesday, June 30
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Tue
30 Jun
10:30 AM - 12:10 PM CT
Debt Management
Bond Sale Three-Peat: Part 2 – Executing the Bond Sale
For small- and medium-sized municipal issuers, executing a bond sale can feel complex—especially when entering the market infrequently. This session provides a practical overview of the activities leading up to a competitive bond sale, including finalizing the Preliminary Official Statement (POS), publishing the Notice of Sale, structuring the sale, and ensuring the financing team is aligned for sale day.
2 CPE credits
Level: intermediate
More info -
Tue
30 Jun
3:35 PM - 4:50 PM CT
Debt Management
Remember Me? Getting Familiar Again with Arbitrage Strategies for Tax-Exempt Bonds
As short-term reinvestment rates have risen since 2021, issuers of tax-exempt bonds are experiencing positive arbitrage at levels not seen in over a decade. Managing compliance remains complex, especially as the potential for positive arbitrage persists, and presents both opportunities and challenges for issuers of tax-exempt bonds.
1.5 CPE credits
Level: advanced
More info
Sessions for Wednesday, July 1
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Wed
1 Jul
10:30 AM - 12:10 PM CT
Debt Management
Bond Sale Three-Peat: Part 3 – Post-Issuance Compliance
After the successful sale and closing of municipal bonds, issuers take on a long‑term set of responsibilities to ensure ongoing compliance with paying bondholders, federal tax rules, securities laws, and other requirements. This session provides municipal issuers—especially those with small and medium‑sized programs—with an overview of key post‑issuance compliance duties.
2 CPE credits
Level: intermediate
More info