Advanced Capital Planning and Debt Management

Tue, May 7, 2019

May 7, 2019
8:30 am - 4:30 pm
300-400 Level

Okemos Conference Center
2187 University Park Dr.
Okemos, MI 48864
517-381-7300

This one day seminar sponsored by the Michigan Government Finance Officers Association is entitled Advanced Capital Planning and Debt Management.  The seminar is designed for local officials and practitioners in the field of public finance who are involved in the debt administration of their governmental unit.

REGISTRATION:

On or Before April 23, 2019 After April 23, 2019
Member $140.00 $160.00
Non-Member $190.00 $210.00

AGENDA:

Registration begins at 8:30am. The program starts at 9:00AM and ends at approximately 4:30pm. Lunch will be served at noon.

PROGRAM OUTLINE:

  1. Introduction
  2. Assembling Your Financing Team
  3. Capital Improvement Plan
  4. Discussion of Financing Alternatives
  5. Issuer Approval
  6. Methods of Sale
  7. Preparing the Preliminary Official Statement
  8. Continuing Disclosure
  9. Preparing for the Bond Sale
  10. Post Sale Issues
  11. Post Closure Issues
  12. Legislative Updates Affecting Bond Issuance
  13. Enforcement Actions

SPEAKERS:

Robert J. Bendzinski; Bendzinski & Co. Municipal Financial Advisors
Thomas D. Colis; Miller, Canfield, Paddock and Stone, P.L.C
Louis C. Orcutt; Hilltop Securities Inc.

CPE CREDITS:

Each seminar qualifies for 8 CPE or 0.8 CEU credits.

COST PER PERSON:

Registration fee includes instructions, printed materials, refreshments and lunch. Registration is limited, so please register to reserve your spot.

REGISTRATION POLICIES:

Class size is sometimes limited. Pre-registration is required so we can notify registrants if unforeseen circumstances require us to cancel or reschedule a course. Please register early. Confirmations of registrations are sent via email. Registering online will make this process easier.  You may also check the status of your registration by clicking on “View Registrations” at www.MiGFOA.org. Reservations made by mail, fax, or online, unless cancelled, will be considered a commitment to attend. No shows will be billed, since meeting and meal arrangements have to be made for all registrants.

CANCELLATION POLICIES:

Refunds will be made ONLY if MGFOA is notified by April 23, 2019. If you have registered and find that you cannot attend, you may transfer your registration to another person. Rates may vary based on membership status. Please notify MGFOA of this occurrence.

SPECIAL NEEDS:

If you have a disability and need special accommodations or require a special diet, please notify MGFOA by checking the box on the registration form. We cannot accommodate such requests on the day of the program. Because we are not always able to control room temperatures, please wear layers of clothing for your comfort.