National Development Finance Summit 2018

National Summit Speakers

Christie Allardyce

Historic Redevelopment in Dallas
Friday November 9 10:15 - 11:00 AM

Director of Strategic Development
Merriman Anderson Architects
Dallas, TX
214-347-7041
christiea@merriman-maa.com

Christie Allardyce serves as Director of Strategic Development for Merriman Anderson/Architects, Inc., responsible for developing and implementing strategic initiatives firmwide, identifying new target markets, acting as a financial resource on capital improvement decisions, matching debt & equity with projects, interfacing between the firm and client, growing and maintaining maa's client base, and overseeing marketing efforts.

Christie brings 10+ years of experience in credit and risk underwriting, due diligence, deal analysis, strategic initiatives, financial budgeting and forecasting, task management, and project execution. Christie was part of the institutional sales team at Behringer Securities raising capital for a suite of Reg D offerings and worked at ORIX USA Corporation on the municipal finance desk of a $1 billion total return and $500 million high yield fund covering trade recommendations, direct lending, and originations. Christie began her career as an investment banking analyst aligned under both credit and risk verticals in the Financial Institution Debt Products group for Bank of America Merrill Lynch, underwriting commitments to credit facilities totaling over $18.8 billion. 

Christie holds Series 7 and 63 licenses, and is a University of Texas at Austin graduate with a B.A. in Finance and Accounting from the McCombs School of Business. Christie currently sits on the Board of the Crescent Court Farmers Market and served as a member of the Cattle Barons Ball Underwriting Committee, benefiting the American Cancer Association.


Harry Allen

Dallas Design District Neighborhood Transformation
Thursday November 8 10:15 - 11:00 AM

Micro-Lending Academy
Thursday November 8 11:15 - 12:00 PM

Research & Technical Assistance Coordinator
Council of Development Finance Agencies
Columbus, OH
614-705-1315
hallen@cdfa.net

As Director of Research & Technical Assistance with the Council of Development Finance Agencies (CDFA), Mr. Allen leads the day-to-day operations of the Research & Technical Assistance team. He also assists in the management of several contracts and events including the CDFA EDA RLF Best Practices Program and the National Development Finance Summit. Mr. Allen’s work is focused on access to capital tools including Revolving Loan Funds (RLFs), seed and venture capital, and various other lending programs.

Mr. Allen has contributed to numerous technical assistance reports including the Colorado Access to Capital Report, San Diego Revolving Loan Fund Report and the Lorain Port Authority Strategic Plan. In addition, Mr. Allen was the principal author of "Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency." Prior to joining CDFA, Mr. Allen worked as an Intern for the Village of Marble Cliff where he created a plan to guide Village development for the next 10-15 years. 

Mr. Allen is a graduate of The Ohio State University where he majored in City and Regional Planning with a focus on Economic Development and Local Government. Mr. Allen also earned a minor in Political Science. He has been with CDFA since July, 2016. 


Paul Attaway

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Director of Business Development Opportunity Zone Fund
Caliber
Scottsdale, AZ
480-295-7600
paul.attaway@caliberco.com




Rita Ballesteros

Financing the Energy Efficiency Market
Thursday November 8 1:30 - 3:00 PM

Product Development Manager
Fannie Mae
Washington, DC
202-752-4772
rita_ballesteros@fanniemae.com

Rita has over 25 year years of experience serving organizations in the mortgage finance and banking industries with strategies, business planning, policy development, technology implementation, marketing, and process change. Currently, she manages Fannie Mae's Single Family Affordable Housing Preservation initiatives under the Duty to Serve market plan, of which key components include support for shared equity homeownership programs, as well as for residential energy and water efficiency improvements and the rehabilitation of distressed properties. Additionally, her work encompasses other efforts under single family affordable housing. She worked for several years on loss mitigation strategies and programs at Fannie Mae and has prior experience in management consulting with a variety of clients and projects. 

Rita holds a bachelor’s degree in Urban Studies from Brown University and a MBA from Georgetown University. 


Naomi Baruch

Financing Hospitals and Health Care Facilities in Underserved Communities
Thursday November 8 11:15 - 12:00 PM

Financing Hospitals and Health Care Facilities in Underserved Communities
Friday November 9 11:15 - 12:00 PM

Vice President, New Markets Tax Credits
MassDevelopment
Boston, MA
617-330-2064
nbaruch@massdevelopment.com

Naomi Baruch, Vice President of New Market Tax Credits, joined MassDevelopment – the economic development and finance authority for Massachusetts – in 2006, and its NMTC group in 2010. She is responsible for underwriting, structuring and monitoring NMTC transactions. She coordinates the deployment of financing associated with our NMTC allocations and oversees asset management and compliance of all NMTC transactions. Naomi has over 15 years of experience in business management, community development, and tax credit financing.

Naomi holds a Bachelor of Arts degree from University at Albany, State University of NY, an Associate of Arts degree from Hudson Valley Community College, has completed training in commercial credit for lenders, and is a Veteran of the Unites States Navy.


Caleb Bell

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Thursday November 8 10:15 - 11:00 AM

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Friday November 9 10:15 - 11:00 AM

Partner
Bricker & Eckler LLP
Columbus, OH
614-227-2384
jbell@bricker.com

Caleb Bell is chair of Bricker & Eckler’s Public Finance practice group with a regional practice that emphasizes public finance and economic development matters. He has served as bond counsel in a wide variety of transactions. His clients include Ohio governments, private developers, and property owners.  Caleb has broad experience in infrastructure finance, development finance, project finance, and energy finance, and is well known for his representation of special purpose financing entities.  Caleb is a graduate of Otterbein University and Georgetown Law.


Joseph Ben-Israel

Leveraging Multiple Federal Programs
Thursday November 8 3:30 - 5:00 PM

Assistant Deputy Administrator
U.S. Department of Agriculture
Washington, DC
202-720-1505
joseph.benisrael@usda.gov

Joseph Ben-Israel is Assistant Deputy Administrator for USDA Rural Development’s Community Facilities Programs.  He oversees a diversified portfolio of more than $9.8 billion in direct and guaranteed loan and grant program investments.  The Community Facilities Programs (CF) provide access to capital to help rural communities develop or improve their community infrastructure and essential facilities for public use in rural areas. 
 
Joseph has taken a leadership role in facilitating and strengthening public-private partnerships with the capital credit markets, institutional investors and industry experts.  He has brought together critical financial, project development and technical expertise, resources and innovation to help rural communities spur economic growth, create jobs and improve access to health, education and other critical facilities and services.
 
Joseph is the former Chief for USDA Rural Development’s Business and Renewable Energy direct and guaranteed loan and grant programs.  Prior to coming to Washington, D.C., Joseph served as California’s Statewide Coordinator, where he administered USDA Rural Development’s Business and Community Facilities programs.  He also has field office experience and worked as a financial analyst and loan officer for a financial lending institution, managing a diverse portfolio of direct and guaranteed loan programs for businesses and agricultural producers.    
 
Joseph is a graduate of Cal Poly, San Luis Obispo, California.  


Robin Bentley

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Assistant Director
City of Dallas
Dallas, TX
214-671-9942
robin.bentley@dallascityhall.com




Brian Bergesen

Dallas Farmers Market Mobile Walking Tour (No Additional Fee, RSVP Required)
Thursday November 8 1:30 - 3:00 PM

Chief Executive Officer and President
Spectrum Properties
Dallas, TX
214-379-8600
brian@spectrumprop.com




T.C. Broadnax

Opening Session: Sustainable Development Finance
Thursday November 8 9:00 - 10:00 AM

City Manager
City of Dallas
Dallas, TX
214-670-3297
tc.broadnax@dallascityhall.com

T.C. Broadnax began serving as Dallas City Manager on Feb. 1, 2017. Previously, he served as City Manager of Tacoma, Washington since 2012. He also served as Assistant City Manager of the City of San Antonio and in Pompano Beach, Florida. Broadnax has more than 24 years of local government management experience.

As Dallas City Manager, he presides over an annual budget of $3.1 billion. He is also responsible for 39 city departments and nearly 13,000 employees. He works towards transparency and accountability in every city he has served. His approach for a robust performance management system is a “one-stop shop” for customer service.

Broadnax earned his bachelor’s degree in Political Science and Communications at Washburn University, Topeka, KS and a master’s degree in Public Administration from the University of North Texas. He is married and has four children. A native of Kansas, he is a sports enthusiast and enjoys a quick game of basketball in his spare time.


Chris Burnham

How to Capitalize a Revolving Loan Fund
Thursday November 8 1:30 - 3:00 PM

President
Development Finance Authority of Summit County
Akron, OH
330-762-4776
chris.burnham@developmentfinanceauthority.org

The first president of the Development Finance Authority of Summit County (DFA) since 2000, Chris has successfully guided and financed numerous development and redevelopment projects in the Northeast Ohio region. With over 25 years experience in public and private sector development projects, Chris has been instrumental in building the DFA into one of the most active economic development financing entities in the State of Ohio. During his tenure at DFA, the Authority has issued $664M in taxable and tax-exempt bonds, leveraging over $709M in private investment in Summit County and Northeast Ohio. Chris has been an innovator in regional cooperation guiding the DFA to provide economic development finance in twelve Northeast Ohio counties. In 2004, DFA established the Fixed-Rate Common Jobs & Investment Bond Fund Program, one of only three rated (Standard & Poor's; BBB+) bond fund programs in the State of Ohio.


Joseph Bute

Project Spotlight: Food 21 - Controlled Environment Agriculture
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Food 21 - Controlled Environment Agriculture
Friday November 9 11:15 - 12:00 PM

Managing Partner
Hollymead Capital
Oakmont, PA
412-612-0890
joe@hollymeadcapital.com

Joe has over forty years’ experience in both direct organization and business management as well as an investor in small and lower market businesses throughout the United States.

He began his professional career as the Director of Community Services for the American Friends Service Committee in Chicago where he learned how to design and develop innovative programs that were responsive to the neighborhood challenges across the Midwest Region.  During his tenure he developed programs to address public welfare reform, public education, criminal justice, rural economic development and youth employment.  He was a senior manager for urban programs for the YMCA in both Chicago and Oakland, California; led one of the largest neighborhood organizations in Chicago and came to Pittsburgh to turnaround the largest community development corporation in the city.

He went on to engage in business assistance and development starting with developing a nationally recognizeddistressed business program for the state of Pennsylvania before joining with the first of three business investment companies – American Capital Strategies, Gladstone Capital and FNB Capital Partners.  During his private sector investing career he evaluated well over 500 business opportunities, invested over $200 million in debt and equity and participated in the oversight of a twenty company portfolio during this period.  He is a graduate of the University of San Francisco with an undergraduate degree in Public Management.  He has lived and worked in the Pittsburgh area since 1989.


Laura Canter

Project Spotlight: Artists for Humanity
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Artists for Humanity
Friday November 9 11:15 - 12:00 PM

Executive Vice President
MassDevelopment
Boston, MA
617-330-2092
lcanter@massdevelopment.com

Laura Canter is Executive Vice President and director of the Finance Programs Division of MassDevelopment, the Commonwealth of Massachusetts’ development and finance authority. Reporting to Ms. Canter are the Commercial Lending, Community Development, New Markets Tax Credit, and Investment Banking practices, with offices throughout the state. The division serves governmental entities, private businesses, and nonprofit organizations with tax-exempt bond financing, tax credits and alternative loan products. Ms. Canter’s career has been spent in finance, public policy, and economic development. She holds an undergraduate degree in Communications from Emerson College and a MBA in Finance from Bentley University.


Michael Catsi

Project Spotlight: Financing the Icy Strait Point Cruise Ship Dock
Thursday November 8 10:15 - 11:00 AM

Project Spotlight: Financing the Icy Strait Point Cruise Ship Dock
Friday November 9 10:15 - 11:00 AM

Business Development and Communications Director
Alaska Industrial Development & Export Authority
Anchorage, AK
907-771-3060
mcatsi@aidea.org

Michael Catsi pursues business development opportunities, conducts initial financial and economic analysis of new finance applications, provides client assistance services, and oversees business and community outreach and communications for the Authority. He serves as the Chair of AIDEA’s Project Suitability Committee, and as a member of AIDEA’s investment review committees. AIDEA is Alaska’s development finance authority providing commercial and project finance in support of the state’s private sector with more than $1.3 billion in net assets.

Prior to joining the Authority, Mr. Catsi was the Executive Director of the Southwest Alaska Municipal Conference, and began his economic development career as the Executive Director of the Skagway Development Corporation in Skagway Alaska. Michael currently serves on the Advisory Boards of Launch:Alaska, an energy business accelerator and The Blue Pipeline, an ocean cluster incubator startup, and is a member of the CDFA Food Systems Finance Advisory Council. In the past, Mr. Catsi has served as President of the Alaska Partnership for Economic Development and of the Alaska Manufacturing Extension Partnership. In addition, he was elected to the Skagway City Council, and served on the Board of Directors for the Alaska Municipal League.

Mr. Catsi is a Certified Economic Developer (CEcD), a Development Finance Certified Professional (DFCP), and graduated with a Bachelor of Science from the University of New South Wales, Australia.


Dorcy Clark

Dallas Farmers Market Mobile Walking Tour (No Additional Fee, RSVP Required)
Thursday November 8 1:30 - 3:00 PM

Senior Coordinator
City of Dallas
Dallas, TX
214-670-1221

Dorcy Clark is from Dallas.  She holds a Bachelor degree in Urban Studies from the University of Pennsylvania and a Master of City and Regional Planning also from Penn.

Ms. Clark has been with the City of Dallas since 1996, primarily in the Office of Economic Development. She is in the Area Redevelopment division, focused on tax increment financing and public improvement districts (TIFs and PIDs). She oversees the City Center TIF District ($1.2B private investment), Farmers Market TIF District ($409M private investment), and Fort Worth Avenue TIF District ($158.5M private investment) as well as several of the City’s Public Improvement Districts.


Christopher W. Compton Esq.

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Of Counsel
Winstead PC
Dallas, TX
214-745-5776
ccompton@winstead.com

Chris Compton’s practice involves federal income tax aspects of financial transactions, with a focus on tax-advantaged bonds.  Chris’s experience includes counseling on federal income tax attributes of financing public infrastructure, educational facilities, public power, public-private partnership projects, sports facilities, sustainable and clean energy facilities, community development projects including tax increment financings (TIFs), special districts, manufacturers, project finance and economic development projects. 

Chris is a member of the Winstead’s Public Finance Practice Group and has primary responsibility for the firm’s federal income tax compliance and opinions on tax-exempt obligations.  Chris also supports Winstead’s Sports Business & Public Venues and Real Estate Development & Investment Practice Groups, providing tax-efficient solutions to complex transactions.

Chris is a member of the National Association of Bond Lawyers and the Institute for Professionals in Taxation. 


Averi Cragel

Micro-Lending Academy
Friday November 9 11:15 - 12:00 PM

Manager, Education
Council of Development Finance Agencies
Columbus, OH
614-705-1319

Averi Cragel is the Manager of Education for the Council of Development Finance Agencies (CDFA) and has been with CDFA since October 2015. Averi is responsible for overseeing projects related to the CDFA Training Institute, workshops, seminars, and online training. She also manages the Development Finance Certified Professional (DFCP) Program, working with participants to guide them in completing their DFCP certification. 

Averi previously served as the Manager of Programming, administering the state-specific programming throughout the U.S. This included all annual conferences, networking events and webinars. 

Averi holds a Bachelor’s Degree in Environment and Natural Resources and a Minor in Public Health from the Ohio State University.


Seth Crone

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Vice President of Client & Business Development
The Bank of New York Mellon
Houston, TX
713-483-6568
seth.crone@bnymellon.com

Seth is responsible for sales and relationship management for municipal trust and agency appointments in Texas. He started in corporate trust in 2003 at JPMorgan as the public finance salesman for the western US, following careers in investment banking (healthcare and higher education) from 1987 to 2003 and public accounting (audit, tax, and management consulting) from 1978 to 1987.

A holder of the CFA charter and a CPA license, Seth is a Fellow with the Healthcare Financial Management Association and has served as the local chapter president and as a speaker at chapter meetings in Texas and the adjacent states. He has also served as an officer for the local chapter of the American College of Healthcare Executives, which group has certified him as a Diplomat. Gov. Rick Perry appointed him to the board of the Teacher Retirement System of Texas. Seth received his MBA from New York University in accounting and his BA in economics and religion from Amherst College.


Cisco DeVries

Financing the Energy Efficiency Market
Thursday November 8 1:30 - 3:00 PM

President
Renew Financial
Oakland, CA
510-451-7902
cisco@renewfinancial.com

Cisco DeVries is Founder and Chief Innovation Officer of Renew Financial Group LLC, a leading provider of Property Assessed Clean Energy (PACE ) financing for energy- and safety-related upgrades to homes and businesses. PACE enables local governments and communities across the U.S. to use private financing to make crucial residential and commercial property upgrades.

Invented by Mr. DeVries, PACE has been used to finance more than $5 billion in property improvement projects across the country. PACE was named one of the top 20 “world-changing” ideas by Scientific American magazine.

Renew Financial, which Mr. DeVries founded in 2008, provides PA CE financing in states from California to Florida. Renew Financial has financed nearly 100,000 home improvement projects. Together, these projects reduce polluting greenhouse gas emissions by more than 900,000 metric tons. The company regularly accesses the institutional capital markets through rated securitizations and other transactions.

Prior to founding Renew Financial, Mr. DeVries spent 15 years in politics and policy in several public and private sector roles including as an appointee of President Bill Clinton in the U.S. Department of Energy.


Grey Dodge

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Policy Director
Florida Department of Economic Opportunity
Tallahassee, FL
850-245-7148
grey.dodge@deo.myflorida.com

Grey Dodge is the Policy Director for the Florida Department of Economic Opportunity (DEO) where he develops and advises on workforce, community, and economic development policies. Grey serves as the state lead on Florida’s Opportunity Zones program and directs DEO’s 12 Counties initiative, an intensive local economic development project. He has also been instrumental in launching DEO’s post-Hurricane Irma private sector disaster recovery efforts and now Hurricane Michael private sector response and recovery.
 
Grey has extensive policy experience, previously serving as the Governor’s Fellow for the Florida Department of Business and Professional Regulation, the regulatory agency responsible for professional licensure, alcoholic beverages, hotels and restaurants, and pari-mutuel wagering. Grey also previously served in the Florida House of Representatives Majority Office, as a Public Policy Fellow for New Mexico Governor Susana Martinez and as a Legislative Assistant in the Florida State Senate. Grey holds a bachelor’s degree in Political Science from the University of Central Florida and will soon earn his Juris Doctor and Master of Business Administration from the Florida State University College of Law.


Steve Dunn

Financing the Energy Efficiency Market
Thursday November 8 1:30 - 3:00 PM

Program Manager
U.S. Department of Energy
Washington, DC
202-586-5000
steve.dunn@ee.doe.gov

Steve Dunn has over two decades of experience working to advance innovative energy and climate change solutions within the nonprofit sector and government. In his current position, he serves as a Project Manager with the U.S. DOE Building Technologies Office, Residential Buildings Integration program, leading initiatives focused on energy efficiency finance, advanced HVAC technologies, and state and local government partnerships. At DOE, he led a project management team responsible for a $500 million portfolio of 40 award recipients under the Better Buildings Neighborhood Program. Prior to DOE, he worked at the U.S. Environmental Protection Agency in Washington, DC, where he led national efforts to advance state clean energy and climate change policies and initiatives. Mr. Dunn earned a BA in Environmental Studies from the University of California, Santa Cruz and a Masters in Environmental Policy and Management from the Yale School of Forestry and Environmental Studies.


Dennis Enright

Public Private Partnership Basics
Thursday November 8 3:30 - 5:00 PM

Principal
NW Financial Group
Hoboken, NJ
201-656-0115
dje@nwfinancial.com

Dennis J. Enright is a founding member and Principal of NW Capital specializing in complex infrastructure, governmental and real estate transactions, including public private partnerships. Mr. Enright is a nationally recognized expert in toll road asset monetization and has appeared before the US Congress to deliver expert testimony on public private partnerships. Mr. Enright has undertaken assignments in transportation, solid waste, water, wastewater, healthcare, housing, and real estate. His leadership in the innovative restructuring of a public facility to a public private partnership led to a “Deal of the Year “Award for the $360 million Union County Utility Authority bond financing in 1998. His transportation expertise resulted in a “Deal of the Year” award for the $2.4 Billion New Jersey Turnpike Authority transaction merging the New Jersey Turnpike and the Garden State Parkway. Mr. Enright has authored detailed analyses of both the Chicago Skyway and Indiana Toll Road P3 transactions that have provide transparency to the underlying economics of the deals.

Prior to forming NW Capital, Mr. Enright served as Senior Managing Director of NatWest Bank and was responsible for governmental advisory services and underwritings. During his tenure at NatWest, he was responsible for providing services in: municipal finance; institutional advisory products; private placements; bond underwritings; tax credit investments; letters of credit; and bridge loans. Prior to joining NatWest Bank, Mr. Enright operated Enright & Company, a private investment banking firm, which handled over $5 billion of financing assignments in its 9 years of operations. Enright & Company was awarded an Institutional Investor “Deal of the Year” for its work at the New Jersey Highway Authority.

Mr. Enright has over 35 years of experience in all aspects of financial advisory and investment banking, Mr. Enright started his career in the public sector for eight years and held the position of Jersey City’s Director of Planning and Development, where he was responsible for the master planning of the Hudson River waterfront revitalization.


Brian Farnen

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

General Counsel & Chief Legal Officer
Connecticut Green Bank
Stamford, CT
860-257-2892
brian.farnen@ctgreenbank.com

As General Counsel and Chief Legal Officer for the Connecticut Green Bank, Brian directs all legal, legislative and regulatory affairs for the nation’s first green bank established in July 2011, a global leader in renewable and energy efficiency financing and winner of the prestigious Harvard Kennedy School of Government Ash Award for innovation in 2017. Brian’s counsel is helping the Green Bank realize its mission of leveraging public and private funds to scale-up renewable energy deployment and energy efficiency projects. In fact, the Green Bank has mobilized over $1 billion of total clean energy investment since 2012.

Directly prior to the Green Bank, Brian was a Senior Attorney with United Technologies’ Sikorsky Aircraft business unit, providing legal counsel for strategic international campaigns, as well as all of Sikorsky’s global environmental, energy, health and safety legal matters. Brian also has worked as an attorney for MassMutual Financial Group and Edwards Angell Palmer & Dodge.

Brian was awarded by the Connecticut Law Tribune as the “Best In-House Counsel” of the Year in 2018 and previously named a “New Leader in the Law” in 2013. He is passionate about the renewable energy space, teaches ethics and finance as an adjunct professor, is a board member of the Council of Development Finance Agencies and the Renewable Energy and Efficiency Business Association, and is a former member of the CT Judicial Review Counsel.

Brian obtained his Bachelor of Arts Degree, Masters of Business Administration (Finance) and Juris Doctorate from the University of Connecticut.


Alan Ferguson Sr.

Innovations in Tax Increment Finance
Thursday November 8 10:15 - 11:00 AM

Innovations in Tax Increment Finance
Friday November 9 10:15 - 11:00 AM

Senior Vice President, Community Development
InvestAtlanta
Atlanta, GA
404-614-8290
aferguson@investatlanta.com

Alan Ferguson currently serves as Invest Atlanta’s Senior Vice President of Community Development, responsible for leading the team dedicated to bringing together policy, strategy, and innovative financing tools to create and deliver diverse housing, development, and revitalization opportunities. Alan’s career spans over 25 years with significant experience in the areas of commercial banking, CRA, and commercial real estate, with deep expertise in multifamily lending, affordable housing (including low-income housing tax credits), venture capital, tax-exempt financing, municipal finance, real estate equity, new markets tax credits, and historic tax credits. Alan has completed transactions valued at over $4.5 Billion throughout his career.


John Finke

Public Private Partnership Basics
Thursday November 8 3:30 - 5:00 PM

President
Public Facilities Group
Seattle, WA
206-618-8864
johnfinke@publicfacilitiesgroup.org

John Finke is President of Public Facilities Group. He has more than 35 years’ experience in local government, nonprofit management, private sector development, and financing public private partnerships. John pioneered the American Model Approach and has used that model to finance and develop more than 1,600,000 square feet of government and university offices, 750,000 square feet of medical offices, 400,000 square feet of research laboratories, 2,500 spaces of structured parking facilities for public institutions and 1,100 units of student housing. These award-winning projects total more than $2 Billion in direct development costs.


Pepe Finn

How to Capitalize a Revolving Loan Fund
Thursday November 8 1:30 - 3:00 PM

Chairman & Chief Executive Officer
Stern Brothers
St. Louis, MO
313-727-5519
pfinn@sternbrothers.com

Pepe Prince Finn is the Chairman of the Board and Chief Executive Officer of Stern Brothers & Co. A member of the Board of Directors since 2006, she is a seasoned executive with a broad range of experience and civic commitment. A former securities broker for Merrill Lynch and municipal Investment banker for Boatmen's Bank (now Bank of America), she has been a member of the Missouri Bar since 1987. While at Boatmen's, Ms. Finn worked with a range of municipal borrowers from small rural school districts to State Governments and their agencies.

Ms. Finn is actively engaged in the St. Louis community. She served as both a trustee and Chairman of the Board of the Metropolitan St. Louis Sewer District. She was actively involved in their successful political campaign to amend their decades-old charter, and currently serves on the District's Charter Review Commission. She also serves on the board of KETC Channel 9 PBS as well as the National Council of Jewish Women - St. Louis Section.

Ms. Finn Is Involved In both the religious and school communities In which her family participates. Ms. Finn sat on the Jewish Fund for Human Needs for over ten years, and remains active at Temple Israel and in the Jewish community at large. She has been very involved with the schools her children have attended. Ms Finn has volunteered in the Clayton School District in a variety of capacities from serving on the Superintendent's Blue Ribbon Finance Committee to serving on the Board of the Parent Teacher Organization. At Mary institute Country Day School, she is currently completing her third year as the co-chair of the MICOS Parent Network Committee, providing parent education programming and speakers.

Ms Finn received her BA in political philosophy from Louisiana State University (LSU) in 1980 and her JD from St. Louis University School of Law in 1987.


Chris Fisher

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Port Director
Port of Beaumont
Beaumont, TX
409-835-5367
dcf@portofbeaumont.com

Chris Fisher is the Port Director & CEO of the Port of Beaumont. Fisher, 55, joined the Port of Beaumont in 1981. He was appointed as the Port Director and CEO on May 20, 2002. As Port Director, Fisher is responsible for the day-to-day operations of the port.

Fisher began his career as a member of the port’s security/police while attending Lamar University. He obtained advanced certification from the Texas Commission on Law Enforcement while serving in this capacity. He has also served as Sales Representative, Manager of Administration, and Director of Finance and Administration at the port prior to serving as Port Director.

Fisher holds a Bachelor of Business Administration degree from Lamar University (1988) and a Master of Business Administration degree from Lamar University (1993).

Fisher also serves as Secretary-Treasurer of the Foreign Trade Zone of Southeast Texas. He is a past president of the Gulf Ports Association (2015), the Texas Ports Association (2005- 2008) and is past Vice President and current member of the Texas Department of Transportation’s Port Authority Advisory Committee. He currently serves on the board of the American Association of Port Authorities and is chairman of American Association of Port Authorities’ National Defense Committee.

Fisher is involved in various community and business organizations including the United Way of North Jefferson County, Board member (2003-2017), the Greater Beaumont Chamber of Commerce, past Board of Directors (2003-2006) and current advisory board member (2006-date). He is a graduate of Leadership Beaumont (2003) and Leadership Southeast Texas (2004). Fisher also currently serves on the Lamar University Center for Advances in Port Management Steering Committee (2015 to date).

Fisher is a native and lifelong resident of Southeast Texas. He and his wife, Melissa, reside in Beaumont.


Tim Fisher

Utilizing the HUD 108 Loan Program
Thursday November 8 10:15 - 11:00 AM

Redevelopment of Rock Hill, SC
Thursday November 8 11:15 - 12:00 PM

Utilizing the HUD Section 108 Loan Program
Friday November 9 10:15 - 11:00 AM

Redevelopment of Rock Hill, SC
Friday November 9 11:15 - 12:00 PM

Manager, Government Affairs
Council of Development Finance Agencies
Columbus, OH
614-705-1309
tfisher@cdfa.net

As the Manager of Government Affairs, Tim Fisher is focused on advancing development finance policy interests at the state and national level, as well as defending the interests of CDFA members on Capitol Hill. In addition to leading CDFA advocacy efforts, Tim authors the annual CDFA Volume Cap Report, the CDFA Federal Policy Agenda, and CDFA federal policy white papers. Tim also coordinates CDFA research on microfinance and manages its international partnerships. Prior to joining CDFA, Fisher worked for the Ohio Latino Affairs Commission, where, under the direction of the Commission’s Public Policy officer, he authored reports on topics ranging from the state of Latino small business ownership in Ohio, to the cultural responsiveness of Ohio’s public institutions. Tim is a graduate of Ohio University, where he earned a bachelor’s degree in economics and his master’s degree in Latin American Studies.


Alexander Flachsbart

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

President & Chief Executive Officer
Opportunity Alabama
Birmingham, AL
334-425-4166
alex@opportunityalabama.com

Alex Flachsbart is the Founder and CEO of Opportunity Alabama, a nonprofit corporation dedicated to using Opportunity Zones as a vehicle to transform Alabama’s low-income communities. Alex is a native Californian but is a naturalized Alabamian. He holds undergraduate and masters degrees in economics from The University of Alabama and a J.D. from Washington & Lee University. Before law school, Alex spent two years teaching high school math in Lowndes County, Alabama. For the last three years after law school, Alex was an attorney in Balch & Bingham’s Birmingham office and specialized in tax credit and economic development-related work.


Glenn Ford

Project Spotlight: Food 21 - Controlled Environment Agriculture
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Food 21 - Controlled Environment Agriculture
Friday November 9 11:15 - 12:00 PM

Chief Executive Officer
InCity Farms
Minneapolis, MN
612-812-4717
gford@praxismarketplace.com

Glenn organized Praxis Foods the Holding Company, Praxis Marketplace the grocery store, and InCity Farms, an aquaponics venture, established to serve inner city neighborhoods while also assisting rural and local producers. These stores and collaborative ventures are meant to be a major catalyst in the economic development of underserved communities. As founder and CEO, he is building Praxis to address these issues on a national basis. Glenn earned an M.A. in business from Northwestern University in Evanston, Ill., along with a B.S. in business and a B.S. in economics from Eastern Illinois University. He has held senior executive positions with PepsiCo, American Hospital Supply, Scientific Products Division, Indiana National Bank, and Electronic Data Systems (EDS), and has been involved with other entrepreneurial business and venture funded entities.


Robert Gamble

Public Private Partnership Basics
Thursday November 8 3:30 - 5:00 PM

Managing Director
Public Financial Management
San Francisco, CA
415-982-5544
gambler@pfm.com

Robert Gamble is a Managing Director in PFM’s San Francisco office. His major focus at PFM has been the development and implementation of public-private partnerships (P3) and the creation of public financing strategies in support of those partnerships. In this area, he has supported the development of Yerba Buena Gardens, Rincon Point South Beach, and AT & T ballpark in San Francisco. In addition to general policy and financial work, he also focuses on the financing of affordable housing and financing of non-profit facilities. With over 25 years in public finance and policy, Mr. Gamble previously served as Budget Director of the city and County of San Francisco under two mayors, Chief Financial Officer of the San Francisco Redevelopment Agency, and Executive Director of the Richard and Rhoda Goldman Fund. His undergraduate degree is from Duke University and his Masters of Public Policy is from the Graduate School of Public Policy at the University of California at Berkeley.


Darla Garrett

How to Capitalize a Revolving Loan Fund
Thursday November 8 1:30 - 3:00 PM

Program Manager
Maryland Department of Commerce
Baltimore, MD
410-767-6963
darla.garrett@maryland.gov

Darla Garrett is a Program Manager with the Maryland Department of Commerce and oversees the Office of Finance Programs Accounting and Administration Unit. Additionally, she administers Maryland’s Small, Minority, and Women-Owned Businesses Account-Video Lottery Terminal Fund, and the State’s Small Business Credit Initiative. Darla has over 20 years of combined professional experience in finance, banking and economic development. Prior to joining Commerce in 2001, Darla worked with First National Bank of Maryland in the Small Business Lending Center. She has a Bachelor of Arts in Government and Public Policy, a Master’s degree in Public Administration, and is Maryland’s first to obtain CDFA’s Development Finance Certified Professional designation.


Daniel Gentges

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Attorney
Husch Blackwell LLP
Mequon, WI
414-978-5508
daniel.gentges@huschblackwell.com

Dan has wide-ranging experience with commercial finance, real estate finance, real estate transactions and construction services. Dan advises lenders and borrowers on inventory financing, construction financing, multistate real estate loans, leveraged leasing transactions (real estate and equipment), bond financing and assetbased lending. He also represents owners, developers, buyers, sellers, and commercial landlords and tenants in transactions such as asset purchases involving real estate; corporate real estate holdings; manufacturing, retail and healthcare development; sale-leaseback transactions; and developments supported by tax increment
financing.

Additionally, Dan counsels construction services clients on negotiating contract documents for new construction, manufacturing facility expansion, healthcare development, environmental remediation projects and office build-outs. He also serves clients in negotiating and documenting development agreements, joint venture agreements and teaming agreements.

Among Dan's notable experience:

-Represented multiple physician groups with the planning, development, financing and construction of multispecialty outpatient surgery, imaging and medical office spaces.

-Advised a marine construction and environmental dredging firm on the negotiation and documentation of general contracts, subcontracts, teaming agreements and joint venture agreements for multiple environmental remediation and marine construction projects throughout the United States, including the approximately $750 million environmental cleanup of the Lower Fox River in Wisconsin and participation in the U.S. Environmental Protection Agency's implementation of the $150 million Great Lakes Legacy Act program.

-Represented multinational consumer products packaging manufacturer in negotiating and documenting a subordinated credit facility for its raw materials supplier, in connection with bond financing for the supplier's manufacturing facility.


Erin Gillespie

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Deputy Chief of Staff
Florida Department of Economic Opportunity
Tallahassee, FL
850-245-7148
erin.gillespie@deo.myflorida.com

Erin​ ​Gillespie​ is the Deputy Chief of Staff for the Florida Department of Economic Opportunity, where she manages agency communications, legislative affairs, strategic planning, data analytics and project management. Erin worked closely with Governor Scott’s office to review requests and nominate Florida’s Opportunity Zones. She is also leading the agency’s private-sector disaster recovery efforts by partnering with local, regional, state and federal agencies to ensure Florida recovers strongly from Hurricane Irma and Hurricane Michael.

Previously, Erin served as the communications director for the Department of Economic Opportunity, as the press secretary for Commissioner of Agriculture Adam H. Putnam at the Florida Department of Agriculture and Consumer Services, and as the press secretary at the Florida Department of Children and Families. Prior to her public service, she was a newspaper reporter for six years in Florida and Georgia. Erin holds a bachelor’s degree in Journalism and Spanish and a master’s degree in Hispanic Studies, both from Auburn University.  Erin is also an adjunct professor with the Florida Center for Public Management at the Florida State University School of Public Administration and Policy.


Kevin Gremse

Redevelopment of Rock Hill, SC
Thursday November 8 11:15 - 12:00 PM

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Redevelopment of Rock Hill, SC
Friday November 9 11:15 - 12:00 PM

Senior Director
National Development Council
New York, NY
212-682-1106
kgremse@ndconline.org

Kevin Gremse is an economic development professional with over two decades of experience. Kevin has used his working knowledge of business credit and real estate underwriting and proven experience with federal, state, and local economic development incentive programs to structure development transactions exceeding $650 million throughout the country.

As a Senior Director at NDC, Kevin manages a team of professionals who work in over thirty municipalities in the eastern United States. Kevin coordinates a multi-disciplined set of economic and housing development services, including technical assistance, training, and financial services to public and private sector clients. Kevin assists to advance the work of NDC’s affiliated programs, including its federal tax credit investor programs, its pubic facility development division, and its small business lending division in client communities. Kevin is a widely experienced instructor for many of NDC’s economic and housing development finance courses and professional development programs and is also a frequent panelist at national and state economic development trade conferences on the practical use of federal and state finance programs.

Kevin is a graduate of the University of Scranton and earned a master’s degree in public finance from the University of Pennsylvania’s Fels Institute of Government. Prior to his career NDC, Kevin worked in the economic development field with several municipalities and also served in the Jesuit Volunteer Corps (JVC). He currently serves on the board of directors for Catholic Charities of Fairfield County and the Community Capital Fund, a community development financial institution (CDFI).


Lisa Hall

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Senior Fellow
Beeck Center for Social Impact + Innovation at Georgetown University
Washington, DC
202-687-8650
lisa.hall@georgetown.edu

Lisa Hall is a Senior Fellow focusing on the inclusive economy at the Beeck Center, which mobilizes talent to drive social impact at scale. She is a Case Foundation Impact Investing Senior Fellow, focusing on the inclusive economy at the Beeck Center and the Case Foundation.

Lisa has dedicated her 25-year career to economic justice, social impact and community development. Using the tools of impact investing and philanthropy, she has served in executive roles across multiple sectors in the United States and abroad. Her area of focus at the Beeck Center is the inclusive economy and how social innovation and access to opportunity can drive prosperity for all communities. Lisa leads work to explore how Opportunity Zones, the federal, bipartisan effort to encourage investors to put their money into economically distressed areas, can drive capital to communities in a way that truly benefits the individuals and families that currently live and work there.

Lisa is also the founder of Bayview Impact Advisors, which was created in 2018 to provide education, research, and strategy services to family foundations and endowments on impact investing. Lisa previously served as Managing Director at Anthos Asset Management, headquartered in Amsterdam, the Netherlands where she was based for three years. She also served as CEO and President of Calvert Foundation from 2010 to 2013, following her tenure as head of the investment portfolio from 2005 to 2010. Lisa served in the Clinton Administration in 1999 as a policy advisory at the National Economic Council where she worked on the creation of the New Markets Investment Tax Credit.

Lisa currently serves on the boards of City First Bank, in Washington, DC and Habitat for Humanity International. She also serves on the Investment Committee of the Nathan Cummings Foundation and is a member of the Board of Overseers for the University of Pennsylvania Graduate School of Education. She is a graduate of Leadership Greater Washington class of 2008 and participated in the Marshall Memorial Fellowship in 2003. Lisa earned an MBA from Harvard Business School and a BS in Economics from the Wharton School at University of Pennsylvania.


Charlene Heydinger

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

President
Texas PACE Authority
Austin, TX
512-469-6184
charlene.heydinger@keeppace.org

Charlene Heydinger is president of the Texas PACE Authority, the nonprofit administrator of Texas PACE programs, and executive director of Keeping PACE in Texas, where Ms. Heydinger led the PACE legislative effort and the collaborative PACE in a Box model program design process involving 130 stakeholder volunteers. On Capitol Hill Charlene served as general counsel to House Republican Leader Bob Michel, minority general counsel to the Senate Judiciary Committee, and minority counsel to the House Judiciary and Energy and Commerce Committees. As vice president and Washington counsel for Capital Cities ABC, Inc., Heydinger represented the company’s television and radio networks and owned stations, ESPN, and print interests. She served as executive director of the Morton and Angela Topfer Family Foundation in Austin, Texas.

Heydinger is a member of the Texas, Washington, DC, Michigan, and US Supreme Court Bar Associations. She serves on the executive board of the Capitol Area Council, BSA.


Bennett Hilley

Utilizing the HUD 108 Loan Program
Thursday November 8 10:15 - 11:00 AM

Leveraging Multiple Federal Programs
Thursday November 8 3:30 - 5:00 PM

Utilizing the HUD Section 108 Loan Program
Friday November 9 10:15 - 11:00 AM

Assistant Director
U.S. Department of Housing and Urban Development
Washington, DC
202-402-4202
bennett.r.hilley@hud.gov

Bennett Hilley serves as the Assistant Director for Credit Review for HUD’s Section 108 Loan Guarantee Program where she oversees the origination of new loan guarantees as well as the credit review for the program’s existing loan portfolio. Prior to this role, she managed federal oversight of New York City’s $4.2 billion HUD Community Development Block Grant (CDBG) grant for long-term recovery from Hurricane Sandy. Bennett is also involved at the neighborhood level in Washington, D.C., serving as an elected representative on Advisory Neighborhood Commission 4C, located in the northwest area of the District.
 
Bennett first joined the Department in August 2011 as a Presidential Management Fellow, working primarily with the CDBG Entitlement Program. Her fellowship included rotations at the Community Development Financial Institutions (CDFI) Fund at Treasury as well as at Purpose Built Communities, a non-profit in Atlanta, which supports holistic community revitalization efforts across the country. Before working at HUD, she worked for the City of Philadelphia primarily on zoning code updates and strategic redevelopment initiatives and for the Center for Planning Excellence, a non-profit working on hurricane recovery and comprehensive planning efforts in South Louisiana.
 
She received a Master’s in Urban and Regional Planning from the University of Pennsylvania’s School of Design in 2011 and graduated Summa Cum Laude from Emory University in 2006.  She has also received professional certifications from the National Development Council in both Housing Development Finance and Economic Development Finance. 


Sue Hounsel

Bishops Art Station Mobile Walking Tour (No Additional Fee, RSVP Required)
Wednesday November 7 1:45 - 5:00 PM

Dallas Design District Neighborhood Transformation
Thursday November 8 10:15 - 11:00 AM

Senior Coordinator
City of Dallas
Dallas, TX
214-939-2848
sue.hounsel@dallascityhall.com

Sue Hounsel is a Detroit native. She earned a Bachelor degree in Social Science from Michigan State University and a Masters in City Planning from Georgia Tech, including a Graduate Certificate in Real Estate.

Since 2002, Ms. Hounsel has been with the Dallas Office of Economic Development with a focus on tax increment finance and public improvement districts (TIFs and PIDs). She currently acts as the City’s point-of-contact for four TIF districts, has oversight of three PIDs as well as a leadership role with program operations and policy. To date, she has negotiated various TIF development agreements totaling $72 million in TIF incentives leveraging over $478 million in project taxable value. Before moving to Dallas, she previously worked with the City of Houston and the City of Austin in planning and economic development.

In addition to being a member of the Council of Development Finance Agencies (CDFA), Ms. Hounsel has been a presenter for numerous CDFA webcasts and conference presentations on tax-increment financing. She is also a member of the American Institute of Certified Planners (AICP) and Urban Land Institute.

Sue lives in the Winnetka Heights Historic District in Dallas with her husband and two children.


Sherry Howard

Utilizing the HUD 108 Loan Program
Thursday November 8 10:15 - 11:00 AM

Utilizing the HUD Section 108 Loan Program
Friday November 9 10:15 - 11:00 AM

Deputy Director
Palm Beach County
West Palm Beach, FL
561-233-3653
showard@pbcgov.org

Sherry Howard has been in charge of Palm Beach County’s economic development programs since January 2010. As Deputy Director of the Department of Economic Sustainability (DES), Sherry manages the county’s efforts to promote business development opportunities through public-private partnerships to implement business recruitment, expansion and retention. She currently oversees all business programs including $35M in loan programs, industrial development bonds, tax exemptions and incentives.

Additionally, during the same period, Sherry has directed County allocations for affordable housing and community redevelopment infrastructure projects. Over the last three years over 2,500 affordable housing units have been rehabilitated, hurricane hardened, or newly constructed leveraging more than $74 M in private development costs, and $37 M in infrastructure investments have been implemented. More than $5.1 M has been provided to public services and emergency shelter for 22,000 county residents and $6 M was utilized from these grants to construct the County’s first homeless resource center.

With over 20 years in county government service, Sherry served previously as the County’s Legislative Coordinator, advocating legislation with Federal, State and local officials, and as Assistant Scripps Program Manager, serving as a liaison between the Board of County Commissioners, the Governor’s Office, Scripps personnel and the public. Her problem-solving and cost-cutting skills, used in collaboration with county departments, have earned her two Golden Palm awards, which represents the County Administrator’s highest level of recognition for employee achievement.

Sherry is a Summa Cum Laude graduate of Palm Beach Atlantic University. She is an alumna of Leadership Palm Beach County, serves on the Housing Leadership Council’s Public Policy Committee, the Lake Okeechobee Regional Economic Alliance and is a member of the International Economic Development Council.


Jon Hubach

Historic Redevelopment in Dallas
Friday November 9 10:15 - 11:00 AM

Analyst
City of Dallas
Dallas, TX
214-670-3056
jon.hubach@dallascityhall.com

Jon Hubach has been with the City of Dallas, Office of Economic Development since 2013 in the Area Redevelopment division.   At Dallas, He has focused on Tax Increment Financing and Public Improvement Districts (TIFs and PIDs).   He oversees redevelopment for the city in the areas of Deep Ellum, Vickery Meadow, Maple/Mockingbird (near Love Field), Southwestern Medical District, and Grand Park South (Near Fair Park).  In addition, he assists several of the city’s PIDs, including the city-wide Tourism PID.  To date, Jon has worked on nearly $200 Million in private investment projects.
 
Prior to Dallas, Jon worked in Urban Planning at City of Plano and Economic Development in College Station, TX.  Jon is a native of Missouri where he earned his Bachelor of Science in Socio-Economic Studies at Missouri State University in Springfield, MO and his Masters in Public Policy Administration from University of Missouri-St. Louis.   He also is a graduate of the Economic Development Institute from the University of Oklahoma and is a member of Texas Economic Development Council, International Economic Development Council, and CDFA.


Harry Huntley

Redevelopment of Rock Hill, SC
Thursday November 8 11:15 - 12:00 PM

Redevelopment of Rock Hill, SC
Friday November 9 11:15 - 12:00 PM

Executive Director
South Carolina Jobs Economic Development Authority
Columbia, SC
803-737-0627
hhuntley@scjeda.com

Harry joined JEDA, a state-wide conduit bond issuer, as its Executive Director in August 2008. Since that time, JEDA has issued 160 tax-exempt and taxable bonds for over $5 billion in South Carolina’s economy. Harry also serves as Executive Director for InvestSC, Inc., the designated investor group for the $50 million South Carolina Venture Capital Authority program created to attract new venture capital investments to the State.

Previously, he held the elected position of Richland County Auditor for 18 years. During his tenure, Harry served as President of the South Carolina Association of Auditors, Treasurers and Tax Collectors, where he was honored with their highest award for service. Harry is a native of Columbia and a graduate of the University of South Carolina with a B.S. in Finance and an MBA. He is a Certified Public Accountant and his career has also included banking, accounting, and commercial real estate sales.

Harry serves on the boards of the National Association of Health and Educational Facilities Finance Authorities, Council of Development Finance Agencies, South Carolina Junior Golf Foundation, Saluda River Trout Unlimited, as well as other professional organizations. Harry coached the boys and girls golf teams at AC Flora High School in Columbia for 16 years, leading them to 11 state championships.


Wade Johns

Bishops Art Station Mobile Walking Tour (No Additional Fee, RSVP Required)
Wednesday November 7 1:45 - 5:00 PM

Vice President
Alamo Manhattan
Dallas, TX
469-941-4515
wade.johns@alamomanhattan.com

Wade serves as Vice President at Alamo Manhattan.  The firm focuses on developing urban multifamily and hospitality projects in Texas and in the Pacific Northwest. While Wade is involved in all aspects of the company, he focuses on development. He has overseen the development of all of Alamo Manhattan’s projects.  To date, these projects exceed $750 million in value.

Wade’s development experience began in Seattle at Simpson Housing LLLP, where he developed projects in the core urban markets of the West Coast. Prior to Simpson Housing, Wade was an attorney at Fulbright & Jaworski, LLP. At Fulbright, Wade represented clients in matters relating to real estate, contracts, torts, and construction. He maintains an active Texas law license.

Wade received his law degree from Southern Methodist University and holds an undergraduate degree from Texas A&M University. He also served on active duty as an artillery officer in the U.S. Marines.


Brandon Jones

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Shareholder
Winstead PC
Fort Worth, TX
817-420-8270
bsjones@winstead.com

Brandon Jones is a member of Winstead’s Tax Practice Group. With more than 15 years of experience, Brandon spends most of his time assisting and advising closely-held and family-owned businesses and private equity clients in connection with (i) the formation of their business entities including drafting and negotiating the related governing documents, (ii) structuring and restructuring their business holdings, investments, and operations (for asset protection, income tax planning, estate planning, and other commercial purposes), (iii) corporate governance matters, and (iv) drafting/negotiating joint venture agreements, private offering documents, and other agreements and/or documents related to mergers, acquisitions, dispositions, spin offs and other general commercial matters. 

Brandon has experience working with clients across a wide range of industries, including energy, entertainment, healthcare, hospitality, insurance, retail and waste recycling, and with many different types of business entities, including corporations, partnerships, LLCs, REITs and MLPs. Having spent the early part of his legal career working principally in the tax planning and structuring area, Brandon has a unique ability to counsel his clients on a wide array of transactional issues, ranging from income and estate tax planning to general corporate matters. As such, he frequently has the ability to serve as a one-stop-shop for his clients.


Colin Kalvas

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Thursday November 8 10:15 - 11:00 AM

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Friday November 9 10:15 - 11:00 AM

Associate
Bricker & Eckler LLP
Columbus, OH
404-227-4998
ckalvas@bricker.com

Colin Kalvas is a public finance and economic development attorney. He serves an array of clients including political subdivisions, financial institutions, private developers and special purpose districts such as special improvement districts and new community authorities. Colin has experience serving these types of clients in a variety of roles, specifically including bond counsel, underwriter’s counsel, disclosure counsel, issuer’s counsel, development counsel and general counsel. Colin’s experience with economic development tools, like tax increment financing (TIF), special assessments, community redevelopment area (CRA) abatements and new community authorities, is diverse. He has also been at the forefront of developing property assessed clean energy financing (PACE) in Ohio. His efforts in PACE include serving as counsel to energy special improvement districts throughout the state, serving as counsel to PACE administrators, and serving as bond counsel and lender’s counsel to Ohio port authorities and other financial institutions that finance energy efficiency and clean energy projects through PACE. Colin is well known within the PACE community, and he has both attended and spoken at national PACE conferences. For more, visit: http://www.bricker.com/people/colin-kalvas


Emmett Kelly

Innovations in Tax Increment Finance
Thursday November 8 10:15 - 11:00 AM

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

Innovations in Tax Increment Finance
Friday November 9 10:15 - 11:00 AM

Member
Frost Brown Todd, LLC
Columbus, OH
614-559-7255
ekelly@fbtlaw.com

Emmett is a member in the Columbus office and practices in the Lending and Commercial Services and Government Services practice group. He has served as bond counsel, structuring counsel, underwriter's counsel, developer's counsel and purchaser's counsel for various taxable and tax-exempt project and revenue bond financings, including private activity bonds (IDB's), municipal, education, health care financings, renewable and alternative energy, and traditional general obligation, 501 (c)(3) issues.

He serves as bond counsel and special counsel on economic development financing and incentive projects utilizing tax increment financing, joint enterprise development districts, enterprise zones, energy special improvement districts, and community reinvestment areas. Emmett also serves as counsel to economic development entities such as community improvement corporations, new community authorities, regional planning commissions, convention facilities authorities, water and sewer districts, and port authorities on general, economic development and special obligation revenue financing matters. In the traditional general obligation area, he serves as bond counsel, underwriter's counsel and purchaser's counsel for general obligation, special obligation revenue bond and note financings for municipalities, school districts, counties, townships, port authorities, convention facilities authorities and other public sector entities.

In the area of property assessed clean energy (P.A.C.E.), renewable and alternative energy projects and on P3's (public/private partnerships) transactions Emmett has served as legal counsel and as a consultant. He has worked on P3's, which have included tax increment financing, special assessments, private equity and assets, and governmental services and assets, for land development projects and public works.


Seth Kirshenberg

Financing the Energy Efficiency Market
Thursday November 8 1:30 - 3:00 PM

Partner
Kutak Rock LLP
Washington, DC
202-828-2494
seth.kirshenberg@kutakrock.com

Mr. Kirshenberg is a Partner in the Washington, DC office and is the firm’s co-chair of the national energy group and P3 infrastructure groups.  He advises clients in the acquisition, selling, leasing and development of domestic and international energy projects.  He has worked on the financing and structuring of over $15 billion in government privatized transactions. He regularly structures, negotiates, documents and closes large, complex transactions for lenders, developers, contractors, utilities, federal agencies, state entities, municipalities and reviews such transactions for rating agencies. Mr. Kirshenberg’s unique practice requires him to work on all phases of projects including design and construction, financing, operation, work-outs, legislative authority development, federal agency policy, procurement and budgetary scoring, and everything in between.
 
In the energy arena, Mr. Kirshenberg has closed transactions involving energy efficiency, smart-grid, battery storage, smart-house demonstration, photo-voltaic (PV), low-flow turbine generation, wind, co-generation facilities, bio-fuel facilities, energy savings performance contracts (ESPCs), utility energy savings contracts (UESCs), PACE, and other energy projects. He is working on small modular reactor projects, tri-generation projects and first of a kind energy production and storage projects. 


Ryan Kozak

Opening Session: Sustainable Development Finance
Thursday November 8 9:00 - 10:00 AM

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Managing Director
The Huntington Investment Company - OH
Columbus, OH
614-480-1172
ryan.a.kozak@huntington.com

Ryan Kozak is Managing Director and Group Head of Public Finance at Huntington Capital Markets. Ryan has 15 years of experience serving State and Local Government, Health Care, Higher Education and Development Finance clients across Huntington’s footprint.  Ryan has served as senior investment banker on numerous Port and Finance Authority transactions for capital lease, tax increment (TIF) and property assessed clean energy (PACE) financings. In addition he has served as investment banker for clients such as the State of Ohio, City of Chicago, University of Pittsburgh Medical Center (UPMC) and the Ohio Water Development Authority. Prior to Huntington, Ryan worked at Public Financial Management (PFM) and JP Morgan.
 
Ryan has been a speaker at the CDFA National Summit and has been published on the topic of public private partnerships in Crain’s Cleveland. An active member of the local and sustainable food policy movement, he is founder and board chair of the non-profit Food-Consious.org, serves on the National Food Systems Advisory Council and the steering committee for the Columbus-Franklin County Local Food Action Plan. Ryan is a former board member of the Friends of the Columbus Zoo & Aquarium and Local Matters. He holds a Master’s of Science in Financial Engineering from Kent State University, and a Bachelor’s Degree in Finance from Ohio University.


Katie Kramer

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Vice President
Council of Development Finance Agencies
Columbus, OH
614-705-1300
kkramer@cdfa.net

Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational capacity. In her role at CDFA, she leads the Research & Technical Assistance team focused on technical assistance and creating strategic partnerships with foundations, federal agencies, and other industry non-profits to grow the professional acumen of CDFA members and the development finance industry at-large.

Ms. Kramer interacts with thousands of development finance practitioners each year, guiding them through their professional development and understanding of the diversity of development finance programs. She has developed numerous courses in the CDFA Training Institute, edited several CDFA publications, and designed marketing and communications collateral for the association. Her writing has been featured in publications and reports on development finance, including those commissioned by The Kresge Foundation, World Bank, U.S. Department of Energy, and U.S. Department of Agriculture. She regularly speaks about development finance at national and local conferences and is a guest lecturer at The Ohio State University.

Previously, Ms. Kramer served as CDFA’s Director of Education & Programs and Development Director. Before joining CDFA, Ms. Kramer worked in the Assessment Division at Ballard & Tighe, Publishers as Project Coordinator where she managed projects involved with the development of standardized language tests. Prior to Ballard & Tighe, Ms. Kramer was employed by Scripps College as Assistant Director of the Annual Fund where she organized fundraising campaigns for alumnae, parents, and students. She studied art history at Scripps College and holds a BA in English with honors from Cleveland State University.

Ms. Kramer serves as a board member for the Ohio Statewide Development Corporation and is a member of the Education Committee for Ohio Women in Public Finance.


Aaron Kraus

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

Director of Market Activation and Policy
Greenworks Lending
Bethesda, MD
917-613-7493
akraus@greenworkslending.com

Aaron is the Director of Market Activation and Policy for Greenworks Lending – the largest Commercial Property Assessed Clean Energy (C-PACE) capital provider in the nation. Prior to Greenworks Lending, he was a Director of Policy and Electricity Markets for SolarCity (now Tesla Motors), one of the largest solar and energy storage developers in North America. He led national policy activities for the Commercial and Industrial (C&I) segment of the market. Earlier in his career, he was a member of the energy practice of Booz Allen Hamilton, where he worked on third-party financing mechanisms for renewable and energy efficiency projects, natural gas procurement, and energy-related legislative and budget matters for the U.S. Department of Defense. Aaron received his graduate degree from Johns Hopkins University and his undergraduate degree from the University of Maryland.


Barbara Kroncke

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Partner
McCarter & English, LLP
Boston, MA
614-449-6571
bkroncke@mccarter.com

Ms. Kroncke is a partner in the Public Finance Group. Ms. Kroncke is experienced in all aspects of public finance, and serves as bond counsel, disclosure counsel, issuer's counsel, underwriter's counsel, credit enhancement counsel, purchaser's counsel and borrower's counsel on a variety of transactions for a multitude of issues. She has worked on bond issues in these capacities for the Commonwealth of Massachusetts and many of its authorities, including the Massachusetts School Building Authority, the Massachusetts Water Pollution Abatement Trust, the Massachusetts Water Resources Authority, the Massachusetts Bay Transportation Authority, Massachusetts Development Finance Agency, Massachusetts Health and Educational Facilities Authority, the University of Massachusetts Building Authority, the Massachusetts Educational Financing Authority and the Massachusetts Housing Finance Authority.

Ms. Kroncke has served as counsel for bond issues involving housing bonds, industrial development bonds for industrial and commercial enterprises and bonds issued on behalf of not-for-profit institutions, including hospitals, colleges and universities, secondary schools, cultural institutions and behavioral services institutions within and outside of the Commonwealth of Massachusetts.


Les Krone

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Managing Director
Stern Brothers
St. Louis, MO
314-743-3054
lkrone@sternbrothers.com

Lester H. Krone is a Managing Director at Stern Brothers who works primarily with private developers to structure and document non-recourse debt financing to fund renewable projects. Under his leadership Stern recently completed the financings of the Red Rock Biofuels bio-fuel production facility in Lakeview, Oregon and the Prairie Catalytic (Greenyug) bio-chemical production project in Columbus, Nebraska. Since Les joined Stern in 2009 the firm has financed several bio-products projects, a hydro expansion project, a wood pellet project, a fuel cell project and a recycling facility.

Prior to joining Stern Brothers & Co., he was a Managing Director with the Energy and Power Investment Banking Group with Wachovia Securities, previously A. G. Edwards & Sons, Inc. where he was a Managing Director and head of the Utility Group. Under his leadership the Utility Group helped raise over $30 billion of capital for more than 70 different clients in the investor-owned electric, gas and water utility industries. He joined A. G. Edwards in 1987 where he played a key role in establishing the Utility Group which served U. S. investor-owned electric, gas and water utilities. In addition, Les became one of the country’s leading bankers in the water utility industry, with over 30 significant capital-raising and M & A assignments.

Les received his MBA from Harvard Business School and has a MS in Civil Engineering from Washington University in St. Louis, as well as a BS in Architectural Engineering from the University of Colorado. He holds Series 7, 79 and 63 securities licenses, and is a registered professional engineer in Missouri.


Tamara Leak

Resurgence of Downtown Dallas Mobile Walking Tour (No Additional Fee, RSVP Required)
Friday November 9 10:00 - 12:00 PM

Senior Coordinator
City of Dallas
Dallas, TX
214-671-8043
tamara.leak@dallascityhall.com




David Lissek

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Director, Private Equity
Caliber
Scottsdale, AZ
480-295-7600
david@bayfrontcap.com




Peter Mancauskas

Leveraging Multiple Federal Programs
Thursday November 8 3:30 - 5:00 PM

Financial Program Manager
Federal Highway Administration Office of Innovative Program Delivery
Montpelier, VT
802-828-4423
peter.mancauskas@dot.gov

Peter joined the CIFS team in 2017 focusing on GARVEE, SIB/Sec. 129 Loan programs. Before joining the CIFS team, he served as the Finance Manager and Program Development Team Leader in the FHWA Vermont Division from 2007-2017. While working in Vermont, Peter additionally participated in several other initiatives, including the Financial Management Improvement Initiative, TIGER National Review Team, FMIS Modernization, and completed a rotational assignment with the Federal Lands Highway Finance Program office.

Prior to joining FHWA, Peter worked for Homeland Security, Immigration and Customs Enforcement (DHS-ICE). He served within the CFO’s office, acting as supervisor and branch chief of intergovernmental agreements and receivables, primarily responsible for administering over 4 billion dollars in active government contracts and working with the financial offices of nearly all other government agencies. Before working for ICE, Peter worked for DHS-Citizenship and Immigration Services (CIS) as a program analyst. He started his career in Federal government with the Immigration and Naturalization Service (US-INS) in 2002.


Karl Marschel

Leveraging Multiple Federal Programs
Thursday November 8 3:30 - 5:00 PM

Partner
Bryan Cave Leighton Paisner LLP
Chicago, IL
312-602-5015
karl.marschel@bclplaw.com

Karl Marschel, a member of Bryan Cave’s Real Estate Private Equity and REITs team, represents clients, both private and public, in all aspects real estate, from acquisition, development and disposition to negotiating development financing and navigating various tax incentives.

Among his clients are REITs and private equity firms as well as developers, equity investors and purchasers in connection with brownfield redevelopment and alternative energy projects.

Karl also represents clients with respect to public-private partnership matters such as corporate incentives and tax increment financing and serves frequently as bond counsel, underwriter’s counsel and trustee’s counsel with respect to special district financings, tax increment and other redevelopment financing.


Cayla Matsumoto

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Thursday November 8 10:15 - 11:00 AM

Project Spotlight: Food 21 - Controlled Environment Agriculture
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Friday November 9 10:15 - 11:00 AM

Project Spotlight: Food 21 - Controlled Environment Agriculture
Friday November 9 11:15 - 12:00 PM

Manager, Research & Technical Assistance
Council of Development Finance Agencies
Columbus, OH
614-705-1318
cmatsumoto@cdfa.net

Cayla Matsumoto is currently a Manager of Research & Technical Assistance at the Council of Development Finance Agencies (CDFA) where she oversees the organization's work in food finance, resiliency, water & energy.
Formerly the Director of Programming, she oversaw the CDFA Training Institute, workshops, seminars, BNY Mellon webcast series and all state roundtables. Mrs. Matsumoto also managed the Development Finance Certified Professional (DFCP) Program working with participants to guide them in completing their DFCP certification.

Mrs. Matsumoto previously served as a state programs manager, administering the state-specific programming for the southern states in the CDFA network. This included all annual conferences, networking events and webinars. She was instrumental in building new state networks and expanding the Southern region’s reach to include six states.

Her experience prior to CDFA included work as the assistant director of development at After-School All-Stars Ohio, a state-wide after-school programming non-profit where she worked as a grant writer, managed donations, and facilitated relationships with donors. She also served in Ukraine with the U.S. Peace Corps as an educator where she concentrated on leadership and citizenship skills with kids grades 5-10.

Mrs. Matsumoto earned her bachelors from Miami University of Oxford, Ohio in the School of Interdisciplinary Studies where she studied the intersection of political science, anthropology, art history and international studies.


Bud Melton

Dallas Design District Neighborhood Transformation
Thursday November 8 10:15 - 11:00 AM

Special Projects Manager
Halff Associates
Richardson, TX
214-346-6277
bmelton@halff.com

Bud Melton brings transformative solutions to active-transportation infrastructure challenges within the urban form. An urban planner and lifelong advocate for active lifestyles and green infrastructure, in the early 90’s, Bud spearheaded funding for conversion of an abandoned MKT rail right-of-way in Dallas – to what’s become one of the city’s foremost and ever-expanding civic spaces. A former bike shop owner, he soon-after reinvented himself as a bicycle and pedestrian planning specialist and joined his wife Annie’s transportation-alternatives consulting firm. In that role since 1995, he’s managed scores of large-scale bikeway, trail and transit-oriented development (TOD and TOD2) projects – and has assisted cities and private developers in dozens of Texas cities with concept development, planning, funding partnerships and design assistance. He joined frequent team-mates at Halff Associates in early 2016, and continues along this path. He is expert at finding innovative creative solutions to complex problems, and has achieved unprecedented success with stakeholder buy-in.

Among his noteworthy achievements are the master planning and input on designs for Trinity Strand trails, plus two inventive streetscape P-3s for upgrading nearby Hi Line Drive. These two mixed-use redevelopments helped lead the way in the reemerging Dallas Design District.

Early out, he and Annie played key roles in developing the Regional Veloweb concept for the North Central Texas region’s long-range mobility plan. As a consultant to North Central Texas Council of Governments (NCTCOG), he assisted numerous NCTCOG study teams in developing concepts for transit-oriented developments along current and future transit lines throughout the region. He’s frequently sought out for his expertise in Trails – the OTHER TOD.

Bud serves on the board of the Greater Dallas Planning Council; is a member of Urban Land Institute’s North Texas TOD Product Council; is an advisor to the University of Texas at Arlington’s Masters in Landscape Architecture program; he is a member of the American Planning Association; the Association of Pedestrian and Bicycle Professionals; and is on the magazine advisory board for the American Institute of Architects’ award winning Columns magazine. He is a veteran trustee for the Texas Trees Foundation, and recently retired after 10 years as a trustee for Deep Ellum Foundation Public Improvement District.


Carol Mihalic

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Attorney
Kutak Rock LLP
Denver, CO
303-292-7805
carol.mihalic@kutakrock.com

Ms. Mihalic, a partner in the Denver office of Kutak Rock LLP, focuses her practice on a wide range of federal and state tax matters. In her representation of leveraged fund lenders, community development entities, tax credit investors, structuring agents and qualified active low-income community businesses, she has provided creative tax solutions to New Market Tax Credit financing issues. Ms. Mihalic advises clients regarding structuring alternatives in transactions with multiple parties at each level of the financing and in combining new market tax credits with tax-exempt bond financing, historic tax credits and state tax credits. Her expertise extends to advising clients on the statutory and regulatory issues associated with pre-funded QEIs, loan modifications, working out distressed or failed NMTC investments, redeploying NMTC funds and exiting transactions at the end of the seven-year NMTC compliance period. In addition to client representation, Ms. Mihalic actively participates in industry efforts to resolve tax and structuring issues in the new markets tax area and regularly speaks at tax credit and related conferences.

Along with having NMTC expertise, she also represents private and public companies, including real estate investment trusts (“REITS”), limited liability companies, partnerships, corporations and pension plans with federal and state income tax planning.

Her representation of REITS includes providing strategic tax advice related to lease and lending transactions, formations, mergers and acquisitions, sale-leasebacks (including a $815.3 million sale-leaseback, which was the largest retail sale-leaseback as of that date), taxable REIT subsidiaries, prohibited transactions and operational compliance with asset, income, distributions and ownership requirements. Ms. Mihalic also renders tax opinions on REIT matters and advises her REIT clients on due diligence issues related to potential transactions.

Ms. Mihalic also provides guidance on compliance issues and restructuring of troubled real estate projects; renders strategic tax advice; and issues tax opinions.

Prior to joining Kutak Rock, she worked as a Manager in the Tax Research and Planning Department for AT&T and was a tax specialist at Deloitte & Touche.

Ms. Mihalic has a Bachelor of Science in Accounting from the University of Denver and a Juris Doctor degree from the University of Denver Sturm College of Law. She also has a Master of Taxation from the University of Denver.


Rebecca Mitich

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Partner
Husch Blackwell LLP
Milwaukee, WI
414-978-5367
rebecca.mitich@huschblackwell.com

As a partner in Husch Blackwell LLP’s Milwaukee office, Rebecca represents operating companies, investors, developers and lenders in a broad range of real estate and finance transactions. Rebecca has strong experience in tax advantaged real estate development work, guiding clients through complex New Markets Tax Credit transactions and Low Income Housing Tax Credit transactions. She represents developers and national commercial banks in construction financing projects, including projects that utilize TIF funds, historic tax credits or other governmental incentives. Rebecca also advises clients on the acquisition and disposition of low income housing, senior housing, office and retail properties.  Rebecca served for six years on the Board of Directors of the Northwest Side Community Development Corporation, most recently as Board Chair, and currently serves on the Board of the Milwaukee Economic Development Corporation.  Prior to practicing law, Rebecca spent seven years working in the fields of education and non-profit development. In 2015 she was named “40 under 40” by the Milwaukee Business Journal.


Nataly Mojica

Micro-Lending Academy
Thursday November 8 11:15 - 12:00 PM

Micro-Lending Academy
Friday November 9 11:15 - 12:00 PM

Loan Officer
Accion
Dallas, TX
800-508-7624
nmojica@accionnm.org

Nataly Mojica is a Loan Officer for Accion. Nataly is responsible for lending to underserved entrepreneurs and small business owners, community outreach, and partnership development in Texas. As a Dallas-Native, Nataly has an deeply rooted passion in positively addressing the current issues facing entrepreneurs and small business and using her platform to serve, grow, and empower her community.


Emily Moser

Project Spotlight: Artists for Humanity
Thursday November 8 11:15 - 12:00 PM

Disaster Recovery through Brownfield Redevelopment
Thursday November 8 3:30 - 5:00 PM

Historic Redevelopment in Dallas
Friday November 9 10:15 - 11:00 AM

Project Spotlight: Artists for Humanity
Friday November 9 11:15 - 12:00 PM

Development Analyst
Ohio Capital Finance Corporation
Columbus, OH
614-224-8446
emoser@occh.org




Jong Sook Nee

Leveraging Multiple Federal Programs
Thursday November 8 3:30 - 5:00 PM

Member
Nee Plata Law LLC
Roseland, NJ
973-622-4868
jong.nee@nplawus.com

Jong Sook has developed her practice in various fields, including commercial lending and banking, public finance, tax exemptions, governmental law, commercial leasing, housing, land use and public private partnerships.  These disciplines have allowed her to develop a comprehensive understanding of development finance from multiple perspectives.  In addition, she has served two state governors offering policy and legal advice on state issues affecting all aspects of life, including affordable housing, universal healthcare, statewide planning and economic development incentives. Using her past experience in state government and working with local governments, Ms. Nee can provide a balanced insight into governmental policies and procedures.

Ms. Nee combines her years of experience to hone a practice that can creatively address the many issues that impact development across the spectrum, from land use approvals to federal tax credit financings.  Since no two projects are alike, no two solutions have to be.  Ms. Nee has developed expertise in the fields of redevelopment and real estate finance which has provided her with an insight into comprehensive development financial planning.  From modest commercial loan closings to complex tax credit take-out financing with multiple lenders, NP Law can structure a solution.

Ms. Nee works closely with Lillian A. Plata to structure holistic financial frameworks that service the immediate financial needs, as well as any future tax or financing interests that could be impacted.  Ms. Nee takes a holistic and proactive approach to client projects to help ensure the success of all projects, large and small.


Mike O'Donnell

How to Capitalize a Revolving Loan Fund
Thursday November 8 1:30 - 3:00 PM

Executive Director
Colorado Lending Source
Denver, CO
303-657-0010
mike@clsloans.org

The name Mike O'Donnell is nearly synonymous with Colorado Lending Source. As the Executive Director of Colorado Lending Source, Mike has lead the organization from a three person staff to a 40 plus person team providing over 250 small business loans annually. Prior to entering the world of SBA lending in the mid 90’s, Mike was the SBDC/SBI director at the University of Kansas, had his own small business consulting firm, and helped create the KU international trade business resource center. A native of Australia, Mike holds an MBA from the Australian Graduate School of Management and a Bachelor of Commerce degree from the University of Melbourne.


Fin O'Neill

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Director of Operations
Onekey LLC
Hackensack, NJ
201-488-4455
foneill@onekeyllc.com

Mr. O’Neill has over thirty years of experience in the construction and real estate industries. Fin has held the role of Director of Operations since the inception of the company in 2000 and oversees construction and development activity. Mr. O’Neill’s involvement includes the due diligence, site selection, acquisition, design, finance, approval and marketing. He achieves this by maintaining daily interaction with consultants, project managers, and subcontractors to keep construction on schedule and budget. Fin aims to ensure the objectives of The O’Neill Group is achieved, The O’Neill Group’s primary objective is to acquire and bring added value to properties so as to achieve their highest and best use. Fins project experience includes Brownfield Remediation, Wetland Restoration, Historic Adaptive Reuse, low mid and Highrise buildings.


Cordaryl Patrick

Disaster Recovery through Brownfield Redevelopment
Thursday November 8 3:30 - 5:00 PM

Economic Recovery Coordinator & Assistant Vice President, Community Investment
St. Louis Economic Development Partnership
St. Louis, MO
314-615-7722
cpatrick@stlpartnership.com

Cordaryl is the Economic Recovery Coordinator for St. Louis Economic Development Partnership, located in St. Louis, Missouri. He is a young, energetic and motivated individual with an extremely diverse skill set ranging from community development, economic development, market analysis and research, strategic planning, needs assessments, small business capacity building, community relations, governmental relations, employee relations, grant management, budget management, intergovernmental cooperation and local emergency operations.

Functioning as the liaison between community/small businesses and St. Louis County Government, he works directly with the communities and businesses in the cities of Ferguson, MO, Dellwood, MO, Jennings, MO and unincorporated St. Louis County to support redevelopment efforts in these areas to ensure their sustainability after the 2014-2015 civil disturbances. Working with local stakeholders, community partners, community leaders, governmental officials, consultants, banks, real estate professionals and others in an effort to accomplish overall community and business development related objectives.

Cordaryl has been a public servant for more than 7 years. Prior to his current role, he served as the City Administrator and Public Services Director for the City of Dellwood. Born and raised in Mississippi, Cordaryl holds a Masters of Public Policy & Administration from the University of Missouri-St. Louis and a Bachelor of Arts in Political Science from Rust College in Holly Springs, Mississippi.


Heidi Pickman

Micro-Lending Academy
Thursday November 8 11:15 - 12:00 PM

Micro-Lending Academy
Friday November 9 11:15 - 12:00 PM

Associate Director
California Association for Micro Enterprise Opportunity
San Francisco, CA
415-992-4483
hpickman@microbiz.org

Heidi Pickman joined CAMEO in 2011 to develop and manage CAMEO’s communication and advocacy activities and had increasingly taken on more responsibility. She continues to lead the communications and advocacy strategies, while adding programming and membership engagement to her portfolio. Before joining CAMEO, she directed earned media activities for two California ballot initiatives and campaigned successfully to include clean energy provisions in the economic stimulus package of 2009. In her former career as a radio journalist, she produced national public radio programs including Weekend America and Marketplace Morning Report. She has a B.A. and M.A. in Economics from Tufts University and a C. Phil. in Economics from UCLA. She loves anything to do with Spain and dabbles in the fire arts.


Rachel Reilly

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Director, Impact Investing
Enterprise Community Partners
Washington, DC
410-884-8419
rreilly@enterprisecommunity.org

Rachel Reilly is the Director of Impact Investing at Enterprise Community Partners where she raises debt capital from socially-responsible investors and leads public policy efforts to expand private investment in communities, including Enterprise’s engagement with Opportunity Zones. Rachel has a Master’s degree in Real Estate Development, served two terms as an elected representative in Washington, D.C., and recently travelled across the nation by train to explore the challenges of gentrification resulting from government-sponsored investments in public transportation.


Cleve Ricksecker

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Thursday November 8 10:15 - 11:00 AM

Project Spotlight: Central Ohio Transit Authority C-Pass Initiative
Friday November 9 10:15 - 11:00 AM

Executive Director
Capital Crossroads Special Improvement District
Columbus, OH
614-591-4518
jcricksecker@sidservices.com

If you ask Cleve what makes for a great city, you’ll hear about urban density, a robust transit system and walkable, mixed-use development. Working in urban revitalization isn’t just Cleve’s career, it’s his passion. He’s been the executive director of both Capital Crossroads and Discovery SIDs since they formed. He leads a small, but mighty team of other city lovers, as they work on public-realm projects, capital improvements and marketing services for Downtown. And in his spare time, he checks out other cities to see how they’re getting stuff done. Cleve is a licensed attorney, receiving his law degree from Capital Law School—right downtown.

Fun fact: Being an urbanite is in Cleve’s blood—he’s lived 56 of his 64 years without a car.


Steve Riester

Project Spotlight: Financing the Icy Strait Point Cruise Ship Dock
Thursday November 8 10:15 - 11:00 AM

Financing Hospitals and Health Care Facilities in Underserved Communities
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Financing the Icy Strait Point Cruise Ship Dock
Friday November 9 10:15 - 11:00 AM

Financing Hospitals and Health Care Facilities in Underserved Communities
Friday November 9 11:15 - 12:00 PM

Manager, Research & Technical Assistance
Council of Development Finance Agencies
Columbus, OH
614-705-1300

Steve Riester is a Manager of Research & Technical Assistance with the Council of Development Finance Agencies (CDFA). Mr. Riester’s work is primarily focused on bond finance, tax increment finance, special assessment finance, and public-private partnerships. Prior to joining CDFA Mr. Riester worked as a Senior Financial Analyst for the New York City Council where he served on various City Council committees and assisted with the implementation and management of multiple City Council initiatives.

Mr. Riester has a Master's Degree in Public Administration from Cornell University, and a Bachelor's Degree in Business Administration from Kent State University.


Diana C. Rife

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Revitalization Project Manager
JobsOhio
Columbus, OH
614-300-1154
rife@jobs-ohio.com

Diana Cooke Rife is the Revitalization Project Manager for JobsOhio, the privatized economic development organization responsible for helping create jobs and attract new capital investment for the State of Ohio.

Diana is JobsOhio’s point person for the organization’s Revitalization Program, which replaced the State’s Clean Ohio Brownfield program in 2013.

Her experience incorporates most facets of real estate, including land development, leasing, construction, property management and financial analysis.

Diana is a civil engineer by trade and has lived in Ohio for most of her career.


Toby Rittner

Opening Session: Sustainable Development Finance
Thursday November 8 9:00 - 10:00 AM

CDFA Excellence in Development Finance Awards Luncheon
Thursday November 8 12:00 - 1:15 PM

President & CEO
Council of Development Finance Agencies
Columbus, OH
614-705-1300
trittner@cdfa.net

Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most knowledgeable members of the development finance community representing hundreds of public, private and non-profit development entities. Members are state, county and municipal development finance agencies and authorities that provide or otherwise support economic development financing programs. Mr. Rittner runs the day-to-day operations of the Council, which includes management of a 32-member Board of Directors, and the organization’s various educational, advocacy, research, resources and networking initiatives.

Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised state and federal government leaders, including President Obama’s Administration Transition Team, on economic development finance policy. Through his leadership and guidance, CDFA was successful in preserving private activity bonds and other critical development finance tools during the 2017 tax reform deliberations.

Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured extensively in The Bond Buyer, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and co-author of CDFA's Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency.

Rittner is an adjunct faculty member at The Ohio State University and Carnegie Mellon University teaching planning and finance for sustainable economic development. He is a Development Finance Certified Professional (DFCP) through CDFA.

Prior to joining CDFA, Mr. Rittner was the Director of Legislative Affairs for the International Economic Development Council (IEDC). Mr. Rittner has also worked for the Franklin County, Ohio Board of Commissioners and the City of Gahanna, Ohio. Mr. Rittner previously served on the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board and is a member of the Advisory Board for the National Community Fund I. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from The Ohio State University. Mr. Rittner was awarded the Ohio State University College of Engineering Distinguished Alumnus Award in 2016.


Michael Ross CPA

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

President, Principal
Baker Tilly Virchow Krause, LLP
Madison, WI
608-240-2354
michael.ross@bakertilly.com

Michael Ross, president and principal of Baker Tilly Capital, LLC, the wholly-owned private investment banking subsidiary of Baker Tilly Virchow Krause, LLP, and partner with Baker Tilly, has been with the firm since 1987. He specializes in real estate and comprehensive project finance for development projects. Additionally, Mike is a licensed investment banker and CPA.


Jacob Rouch

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Vice President of Economic Development
Erie Regional Chamber and Growth Partnership
Erie, PA
814-454-7191
jrouch@eriepa.com

Jacob A. “Jake” Rouch was born and raised in Erie, Pennsylvania. Jake earned a Bachelors of Arts in Political Science at Gannon University and a Masters in Urban Planning with a specialization in economic development from the University of Illinois (Urbana-Champaign).

Following his graduation from the University of Illinois, Jake worked for two years as an Economic Development Planner for the Economic Development Corporation of Erie County (Pennsylvania). Jake left EDCEC to become the Executive Director of both the DuBois (Pennsylvania) Area Economic Development Corporation and DuBois Area Chamber of Commerce. Jake moved back to Erie in 1994 to serve as the Executive Director of the Erie Conference on Community Development, a CEO-only membership organization. Jake remained in the with the Erie Conference until November 2002 when he helped form the Erie Regional Chamber and Growth Partnership, a corporation created through a merger of the Erie Conference, Erie Area Chamber, and Erie Insight. Jake has been with the Chamber since 2002 and presently serves as the Vice President of the Economic Development Division which is responsible for the Erie Business Action Team (business retention & expansion), Tap Into Erie (business attraction), Project Jobs (workforce development), Takt Triangle (supply chain), and the Lead Economic Development Team (economic development system coordination).

Jake’s family served as the 2004 March of Dimes Ambassador Family for Erie County. Previous community service has included being President of the Erie Rotary Club in 2005, Chair of the Erie County United Way Campaign in 2002, Board member of the American Red Cross – Greater Erie County Chapter, Board Chair of the Urban Erie Community Development Corporation, President of the Erie Serra Club in 1997, Board member of the Presque Isle Partnership, and Advisory Board member to the Ophelia Project and Erie-Western Pennsylvania Port Authority, Board Member for the NW PA Industrial Resource Center, Board Member for the NW PA Regional Planning and Development Commission, and Board Member of the NW PA Workforce Investment Board.

In 2005, Jake was honored with one of 12 inaugural Generation E Leadership Awards presented by the Young Erie Professionals. Jake is frequently interviewed by the Erie Times News and all local/regional television and radio news programs. Jake has been quoted in news stories and features in Inc. Magazine, The New York Times, Washington Post, Christian Science Monitor, Site Selection Magazine, and Expansion Management Magazine. He has also appeared nationally Fox News and C-SPAN.

Jake is married to Jordan Johnson, proud father of twins Jack Andrew and Elizabeth Ann Rouch, and stepfather to Findley and Taylor Lincoln. Jake is also the adopted father of Pepper the cat and three deceased Labrador retrievers – Oxford, Rugby and Polo.


Julia Schneider

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Assistant Vice President
New York City Economic Development Corporation
New Yok, NY
212-312-3875
jschneider@edc.nyc

Julia Schneider is an Associate Vice President in the Strategic Investments Group at the New York City Economic Development Corporation where she leads research. In this capacity, Julia advises on deal financing structures and alternative public-private partnership strategies for a variety of City-led initiatives.
Prior to NYCEDC, Julia was an Associate on the Equity and Debt Capital Markets team at H/2 Capital Partners, a commercial real estate credit manager.

Julia started her career in counterparty credit risk, managing portfolios of hedge fund clients across a range of investment strategies at both Citigroup and Deutsche Bank.

Julia graduated from the University of Chicago where she majored in Economics.


Michael Schrader

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Attorney at Law
Orrick, Herrington & Sutcliffe LLP
Portland, OR
503-937-7267
mschrader@orrick.com

Michael Schrader is a member of Orrick’s nationally recognized Public Finance Department and a founding member of the Firm’s Portland office. Mike regularly works with state agencies, counties, cities and special districts, tribal governments and enterprises, businesses and non-profit organizations in structuring, negotiating and documenting bond issues, loans and other financing arrangements. He also represents underwriters, banks and others in the financing of infrastructure and other capital projects.

Mike’s recent transactions include serving as lead counsel to Red Rock Biofuels in the financing of an advanced biofuels production facility in rural Oregon through the issuance of $245,500,000 in revenue bonds through the Oregon Business Development Commission, serving as bond counsel to Oregon Housing & Community Services and the Oregon Facilities Authority in the issuance of conduit revenue bonds for a variety of affordable housing projects, educational facilities and other capital projects, and serving as special counsel (pro bono) to Mercy Corps in the development and launch of its Community Investment Trust (CIT) program.

Mike is actively engaged in the Portland community, currently serving on the Boards of Bridge Meadows, the Portland Housing Center and Summit Golf Foundation.

Before joining Orrick, Mike was a partner at Ater Wynne LLP in Portland. Prior to that, Mike was an associate at Ice Miller in Indianapolis, Indiana


Robert Seega

Financing Hospitals and Health Care Facilities in Underserved Communities
Thursday November 8 11:15 - 12:00 PM

Financing Hospitals and Health Care Facilities in Underserved Communities
Friday November 9 11:15 - 12:00 PM

Vice President, Investment Banking
MassDevelopment
Worcester, MA
508-363-2799
rseega@massdevelopment.com

Bob Seega joined MassDevelopment’s Investment Banking Department in 2008. He is a vice president responsible for new bond originations primarily in Central Massachusetts. Since joining the agency, he has closed over 150 bond transactions for a variety of purposes and borrowers including non-profit organizations, colleges, universities, social and human service agencies, independent schools, manufacturers, recycling/solid waste companies, and affordable housing developers.

Prior to joining MassDevelopment, he worked for 36 years at National Grid where he served in a number of capacities, including: Head of Investor Relations, Vice President of Public Affairs, and Head of U.S. Treasury Operations. He has a Bachelor’s Degree in Business Administration from Clark University and a Master’s of Business Administration from Nichols College.


Patricia Sluder

Project Spotlight: Artists for Humanity
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Artists for Humanity
Friday November 9 11:15 - 12:00 PM

Senior Vice President
MassDevelopment
Boston, MA
617-330-2090
psluder@massdevelopment.com

Pat joined MassDevelopment, the Commonwealth of Massachusetts’ economic development and finance authority, in 2006 and since 2011, has been the director of the New Markets Tax Credit (NMTC) Program. MassDevelopment New Markets LLC has received seven rounds of NMTC allocations totaling $341 million and has deployed its allocations in 28 projects, including a small business loan fund. Pat is responsible for raising NMTC authority, and originating, underwriting, and closing NMTC investments. She has participated in tax credit transactions that have included commercial, health care, educational, retail, and community facilities. She also oversees management of the NMTC portfolio and NMTC compliance. Pat is a graduate of Boston University and Simmons Graduate School of Management. She has more than 25 years of experience in commercial lending, financial administration, and tax credit financing.


Teresa Snyder

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

Business Development Manager
Toledo-Lucas County Port Authority
Toledo, OH
419-243-8251
tsnyder@toledoport.org

Teresa Snyder is currently the Business Development Manager for Toledo Lucas County Port Authority where she is responsible for leading and growing Toledo-Lucas County Port Authority’s economic development financing portfolio including Revenue Bonds, SBA 504, Regional 166 and BetterBuilding/PACE Energy Efficiency Financing throughout Ohio. Prior to joining the Port in 2011, Teresa was Vice President of Community Development Banking for KeyBank National Association. She was employed by KeyBank for more than 20 years and held a variety of leadership positions including Regional CRA Compliance Manager, Credit Card Lending Manager, and Commercial Loan Portfolio Manager. She brings with her a wealth of knowledge and direct experience with Low Income Housing Tax Credits, New Market Tax Credits, Historical Tax Credits, Community Development and Servicing of Low Income Communities.

She spent 14 years specializing in Community Development Banking where she realized her passion for empowering communities and individuals through urban planning and development. Teresa is committed to serving her community by providing her leadership and expertise to numerous non-profit boards. She currently serves on the following boards: Midwest Resource Development Agency-Founding Board Member/Vice President; Great Lake Consortium – International Training & Development-Board President; & ASSETS Toledo – Board Member; Formerly served 8 years as President of Neighborworks of Toledo.

In 2007, Teresa founded Jita International LLC, a business consulting firm located in Northwest Ohio. The company provided strategic planning for small business and non-profit in area of business plan development, financial analysis, sustainability, non-profit board development, fundraising and grant writing. In 2013, Teresa led an 8-member delegation sponsored by U.S. State Department to Middle East to deliver training for second generation entrepreneurs on topics of succession management and sustainability. Additionally, she assisted in providing professional mentorship for 30 family-owned businesses in Jordan, Lebanon and Dubai.

Teresa obtained a Bachelors Degree in Economics from Eastern Michigan University, a MBA in Executive Management from the University of Toledo and a Doctorate Degree in Business Management with a specialty in Leadership from Capella University.


David Southgate

Disaster Recovery through Brownfield Redevelopment
Thursday November 8 3:30 - 5:00 PM

Special Advisor
Center for Creative Land Recycling
Voorhess, NJ
415-398-1080
david.southgate@cclr.org

David Southgate is a fully bilingual certified project manager and public affairs specialist with extensive community and non-profit development and emerging businesses experience both in Puerto Rico and on the mainland.

His business background includes the creation of DISUR’s Brownfields Land Development Program in 2010, which to date has garnered the support of seven Federal and Foundation grants, as well as technical assistance support valued at more than $ 1.6 million, including an EPA Environmental Justice grant. Southgate has been responsible for the vision, direction and program implementation, as well as the management of federal funds, communication with stakeholders, including property owners, investors, community leaders, and government officials at the local, state and federal level.

He is a past small business owner, and General Manager at Casiano Communications. In 2001, he moved to Puerto Rico after a successful career at prominent nonprofit organizations such as Intermedia Arts Minnesota, Artspace Projects, Walker Art Center and the Independent Television Service, as well as and emerging dot-coms in Minneapolis and New York.

He is a director of the Ponce Workforce Investment Board (WIA), director of the Chamber of Commerce of South Puerto Rico, and a member of the Project Management Institute. He holds a BA in journalism from the University of Minnesota, is an MPA Candidate (2019 Rutgers University) and is a published writer in magazines and electronic media such as CNET, Internet.com, CIO Update, and Datamation.


Kevin Spath

Exploring Local PACE Programs
Thursday November 8 3:30 - 5:00 PM

Assistant Director
City of Dallas
Dallas, TX
214-670-1691
kevin.spath@dallascityhall.com




Sarah Stroney

Utilizing the HUD 108 Loan Program
Thursday November 8 10:15 - 11:00 AM

Utilizing the HUD Section 108 Loan Program
Friday November 9 10:15 - 11:00 AM

Loan Officer
Philadelphia Industrial Development Corporation
Philadelphia, PA
215-496-8115
sstroney@pidcphila.com

As a member of the Project Finance team at PIDC, Sarah is responsible for advising impactful projects in the City of Philadelphia and taking them through financing approval and closing. Sarah works with a variety of funding sources, including New Markets Tax Credits, HUD 108 and CDBG, EB-5, and TIF as well as private sources of funds.  Sarah previously worked for the non-profit economic development entity RIDC in Pittsburgh, PA.  Sarah holds a Bachelor of Arts degree from John Carroll University, a Master of Education from University of Missouri-St. Louis, and a Master of Science in Public Policy and Management from Carnegie Mellon University.


Kristian Teleki

Historic Redevelopment in Dallas
Friday November 9 10:15 - 11:00 AM

Senior Vice President
Matthews Southwest
Lewisville, TX
972-221-1199
kteleki@matthewssouthwest.com

Kristian Teleki is the Senior Vice President of Matthews Southwest, a real estate development company based in Lewisville, Texas, and with offices in Lewisville, Dallas, Toronto, Squamish, BC and Calgary, Alberta.

For Matthews Southwest Kristian has had a senior role the development of many unique and prominent projects including: Omni Dallas Convention Center Hotel; South Side on Lamar; NYLO Dallas South Side Hotel; Old Dallas High School; the Tribute master planned development, including the Tribute Golf Links and Guest House and the Old American Golf Club, and: The Bow, a 2,000,000 sf, 58 story office building that now dominates the skyline of Calgary, Alberta Canada.

Kristian received his engineering degree from the University of Western Ontario and his MBA from the Richard Ivey School of Business, in London, Ontario. He is active in the local hockey community, including sitting on the Owners Advisory Committee for the Dallas Stars and he sits on several local organization boards.

Kristian and his wife Suzanne have lived in Dallas for 18 years and have four children ages 23 to 16.


Lynda R. Templen

Taking the Mystery Out of Conduit Bonds
Thursday November 8 1:30 - 3:00 PM

Partner
Husch Blackwell LLP
Waukesha, WI
262-956-6249
lynda.templen@huschblackwell.com

Lynda focuses her practice on public finance. She has extensive bond/tax experience with a variety of industrial revenue bond structures, including variable and fixed-rate taxexempt bonds, taxable convertible bonds ("Cinderella bonds") and taxable notes.

Lynda is skilled at finding ways to reduce costs for clients in bond financings. She has notable experience assisting growing companies in identifying and securing local and state incentives that can help bridge the "equity gap" that often proves a challenge for such clients.

She has significant experience with both tax-exempt and taxable lease revenue bond structures and TIF financings. She is the lead attorney for numerous general obligation bond issues, as well as municipal and school district bond counsel engagements. Her experience in this area includes Recovery Zone Facility Bonds (RZFBs), Midwestern Disaster Area Bonds (MDABs) and other long-term financings, Revenue Anticipation Notes, Bond Anticipation Notes and Tax & Revenue Anticipation Notes, refundings and lease financing.

Lynda worked extensively with the Wisconsin Department of Commerce (now Wisconsin Economic Development Corporation) to develop the regulations and procedures to implement RZFBs and MDABs in Wisconsin. She has been lead counsel on hundreds of bond transactions in several states totaling billions of dollars. She speaksfrequently at seminars on a variety of public finance issues and is a member of the National Association of Bond Lawyers.


Maddison Tice

Redevelopment of Rock Hill, SC
Thursday November 8 11:15 - 12:00 PM

Redevelopment of Rock Hill, SC
Friday November 9 11:15 - 12:00 PM

Senior Financial Analyst
City of Rock Hill, SC
Rock Hill, SC
803-325-2643
maddison.tice@cityofrockhill.com

Maddison Tice currently serves as a Senior Financial Analyst for the City of Rock Hill, South Carolina. Maddison is primarily responsible for preparing the biennial budget and the Capital Improvement Plan for the City Manager. She also works with the finance team during bond issuances and other debt service agreements. Maddison joined Rock Hill in January, 2018. She was previously employed at Cherry Bekaert LLP in Charlotte, North Carolina as a Senior Tax Accountant.

Maddison received her Bachelor of Science Degree in Business Administration from the University of South Carolina in 2014. She received her Masters in Business Administration from Winthrop University in 2015. She has been a Certified Public Accountant since 2016.

Maddison is a member of the National Government Financial Officers Association as well as the South Carolina Government Financial Officers Association. She is also a member of the American Institute of Certified Public Accountants (AICPA) and South Carolina Association of Certified Public Accountants (SCACPA). She currently serves as a director on the Rock Hill School District Education Foundation Board.


Charlie Visconsi

Opening Session: Sustainable Development Finance
Thursday November 8 9:00 - 10:00 AM

Executive, Origination and Structuring
Preston Hollow Capital
Dallas, TX
917-626-4821
cvisconsi@phcllc.com

Charlie Visconsi joined Preston Hollow Capital in January 2018 as a Managing Director focused on transaction originations.  Charlie came to PHC from Morgan Stanley’s Public Finance Group in New York City, where he was Co-Head of Public Finance from 2012 through 2017.
 
Charlie served as the Co-Head of Morgan Stanley’s Public Finance Department for five years through the summer of 2017.  During that time, Morgan Stanley was a consistent Top Four negotiated underwriter of tax-exempt debt focused on a diverse client base for complicated financings.  Besides his management responsibilities during his 20-year career with Morgan Stanley, Mr. Visconsi served as lead banker on over $40 billion of senior-managed transactions as well as over $3 billion of interest rate swaps.  His leadership on recent landmark transactions includes the New Jersey Economic Development Authority’s $577 million refinancing of DMV Bonds in September 2017, NatGasoline’s $252 million tax-exempt financing in April 2016, a $255 million financing for University Hospital in Newark, NJ in 2015 as well as a $827 million financing for Rutgers University to finance the acquisition of a significant portion of UMDNJ.  He has been a consistent leader in the municipal market for the past decade, acting as lead banker on the New Jersey Turnpike’s $1.75 billion financing in 2009 – – the first benchmark Build America financing in the market.  He also served as lead banker on the $963 million Dulles Toll Road financing which won the Bond Buyer’s 2009 “Deal of the Year”.
 
Mr. Visconsi graduated from Georgetown University with a BA in Economics and holds a MBA from Case Western Reserve University’s Weatherhead School of Business.


Matt Wachter

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Vice President
Erie Downtown Development Corporation
Erie, PA
matthew.wachter@erieddc.org

Matt Wachter joined the Erie Downtown Development Corporation as Vice President of Finance & Development after practicing law at MacDonald, Illig, Jones & Britton. In private practice, Matt worked as a transactional tax attorney with an emphasis on business and commercial transactions, mergers & acquisitions (“M&A”) and business succession matters.

Matt is an Erie native and returned to his hometown in 2012. Prior to his return to Erie, he was a Senior Associate at the accounting firm KPMG, LLP in the M&A tax practice group in Philadelphia and New York City. At KPMG, Matt undertook tax due diligence assistance services and tax structuring of domestic and cross-border acquisitions for private equity clients.

Matt also serves as Treasurer of the Erie County Bar Association, and works with startup companies at the Erie Technology Incubator at Gannon University.

Mr. Wachter holds a masters of laws in taxation (L.L.M. Tax) degree from Villanova University School of Law, a juris doctorate from Duquesne University School of Law, and a bachelor’s degree from Pennsylvania State University – University Park.


Timothy Wachter

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Esquire
Knox McLaughlin Gornall & Sennett
Erie, PA
814-459-2800
twachter@kmgslaw.com

Tim Wachter is the lead developer of the Flagship Opportunity Zone Development Company effort in Erie, Pennsylvania, and a recognized leader in the development of strategies for communities to best leverage Opportunity Zones. As a member of the Governmental, Public Finance & Bonds and Business & Tax Practice Groups at Knox McLaughlin Gornall & Sennett, and as lead for Knox Law Public Strategies, Tim regularly advises governmental, business and nonprofit clients on highly complex legal, regulatory and public policy related matters. He also frequently provides counsel on matters related to the Pennsylvania Right-to-Know Law to dozens of agencies throughout Western Pennsylvania.

Prior to joining Knox Law, Tim served as an aide to Pennsylvania Governor Tom Ridge, as the Special Assistant for Special Projects to Pennsylvania Governor Mark Schweiker, and worked with the Pennsylvania Site Advance Team for the White House. Additionally, he gained economic development experience while working as an Economic Development Analyst at the Pennsylvania Department of Community and Economic Development. Tim frequently serves as an advisor to candidates for local, state and national level offices, has served on several nonprofit boards in various capacities, and currently sits as a Trustee for the Edinboro University of Pennsylvania, as a Pennsylvania Advisory Committee Member of the U.S. Global Leadership Coalition, and as an Advisory Committee Member of the Penn State Dickinson Law Center for Government Law and Public Policy Studies.

Tim is married to Claire Wachter and, together, are the parents of three children. The Wachter’s reside in the Erie, Pennsylvania regional area. More information is available at https://www.kmgslaw.com/lawyers/timothy-s-wachter.


Kip Wahlers

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Partner
Ice Miller LLP
Columbus, OH
614-462-1074
kip.wahlers@icemiller.com

Kip Wahlers has more than two decades' experience in the field of public finance, economic development and public law. Kip has represented state and local governments at all levels as bond counsel and has also served as underwriters' counsel, bank counsel and counsel to private sector entities doing business with government.

Kip's experience includes financings and projects with port authorities, counties, municipalities, townships and school districts. Kip also advises clients on public records issues and ethics issues.

Kip has authored legislation relating to financing programs in Ohio and elsewhere, including tax credits, loan programs and amendments to legislation establishing new community authorities and authority for impact facilities. He has assisted private companies in obtaining incentives from state and local governments, including tax incentives, tax abatements and tax increment financing.

Kip is former general counsel for JobsOhio and for Browning & Associates, a municipal financial advisor. He is a native of Toledo, Ohio, and has lived in the Columbus area since 2000.

Wahlers graduated magna cum laude, with highest honors, from University of Georgia, in 1985 where he received a Bachelor of Arts in English. He graduated from University of Michigan where he earned his Master of Arts in English in 1986. He holds a juris doctor from University of Michigan Law School, where he graduated cum laude in 1991.


Ira Weinstein

Opportunity Zones: Maximizing Impact in Your Community
Wednesday November 7 9:00 - 5:00 PM

Principal
CohnReznick LLP
Baltimore, MD
410-783-8328
ira.weinstein@cohnreznick.com

Ira Weinstein serves as Co-Managing Principal of CohnReznick's Baltimore office. He is focused on transaction advisory and finance services for projects utilizing the New Markets Tax Credit, historic rehabilitation tax credit, investment tax credit, production tax credit and low-Income housing tax credit. He provides analysis, structuring recommendations and supports transaction negotiations for project sponsors, developers, investors, syndicators and other intermediaries. He also provides transaction advisory services to industries that include affordable housing, commercial real estate and renewable energy.

Ira speaks at conferences and seminars nationwide on various tax credit programs. Prior to joining CohnReznick, he advised local economic development organizations on strategies to revitalize their geographic footprint. Before that, he spent several years in the corporate finance department of a public company raising capital for corporate and project finance and completing acquisitions and divestitures of company assets. Ira obtained a M.S., Finance from Loyola College, Baltimore, MD, and a B.S., Management from the University of Delaware.


Wendy West Hickey

Project Spotlight: Food 21 - Controlled Environment Agriculture
Thursday November 8 11:15 - 12:00 PM

Project Spotlight: Food 21 - Controlled Environment Agriculture
Friday November 9 11:15 - 12:00 PM

Consultant, Communications Specialist
Peoples Energy
Pittsburgh, PA
412-258-4558
wendy.westhickey@peoples-gas.com

Wendy West Hickey serves as Consultant, Communications Specialist, for Peoples, a natural gas distribution company serving approximately 740,000 customers in southwestern Pennsylvania, West Virginia and Kentucky. In that capacity, she is responsible for a variety of internal and external communications functions including strategic planning, advertising, media relations, writing, editing, photography and social media.

Wendy started her career in television and has been employed in the communications field for early 40 years, five of them with Peoples. Her background includes work for NASA, USA Today, Wendy’s International, Maryland Public Television, Call Chronical Newspapers, Catholic Charities and The Ohio State University.

Wendy is a native of Pennsylvania’s Lehigh Valley and has resided in Pittsburgh for over 20 years. She holds a Bachelor’s of Science in Telecommunications from Kutztown State University and completed graduate work in Publications Design at the University of Maryland. She also maintains a number of personal training and fitness certifications.

Wendy has been recognized as a Paul Harris Fellow by Rotary International and received the Servant of Youth award from the Boy Scouts of America. She is an active member of St. John’s Lutheran Church of Highland in McCandless, where she previously served as Council president.


Jennifer Wilford

Redevelopment of Rock Hill, SC
Thursday November 8 11:15 - 12:00 PM

Redevelopment of Rock Hill, SC
Friday November 9 11:15 - 12:00 PM

Director
City of Rock Hill, SC
Rock Hill, SC
803-325-2551
jennifer.wilford@cityofrockhill.com

Jennifer Wilford currently serves as the Director of the City of Rock Hill’s department of Housing and neighborhood services.  Since 2005 she has worked in various capacities across the city organization including roles in economic development, grants, project management and brownfields redevelopment.  Her current role focuses on affordable housing, neighborhood empowerment and community development.
 
Jennifer received a Bachelor of Arts degree in 2001 and a Master of Science degree in 2005 from Winthrop University.
 
She currently serves on the board of directors for the South Carolina Association for Community Economic Development, the United Way of York County, and the South Carolina Community Capital Alliance.


Joe Worboy

Assembling Capital for Adaptive Reuse
Thursday November 8 1:30 - 3:00 PM

Senior Project Finance Manager
JobsOhio
Columbus, OH
614-300-1368
worboy@jobs-ohio.com

Joe joined JobsOhio in January 2014 as Senior Finance Project Manager. As Senior Project Finance Manager, Joe administers the JobsOhio’s Growth Fund. In addition, Joe is responsible for administering the Development Services Agency’s (formerly the Ohio Department of Development) loan programs which include the 166 Direct Loan, the Ohio Enterprise Bond Fund (OEBF), the Research and Development Investment Loan Fund and the Innovation Ohio Loan Program. Joe’s primary focus is on senior lending for mature companies and brings over 15 years of commercial lending experience.

Prior to JobsOhio, Joe graduated from Marshall University with a finance degree in 1999 and began working for the family owned business for two years following graduation. In 2000, he accepted an opportunity with Chase Bank which started his banking career. He completed graduate school from 2001-2003 at Ashland University with a finance concentration. He continued to work for Chase Bank until 2006 and then accepted an opportunity to work for Bank of America from 2006-2012. In 2012, he accepted an opportunity to work for a community bank, Advantage Bank, before joining JobsOhio in January 2014.