National Development Finance Summit 2020

Speakers - 2020 CDFA Virtual National Summit

Erin Baca

Rapid Response Strategies for Supporting Small Businesses
Thursday November 12 1:10 - 2:10 PM

Director
49th State Angel Fund

Erin Baca joined 49SAF, a Municipal-run SSBCI venture fund, in 2018 and assumed leadership after two years as Program Manager, where she launched the Alaska Angel Conference, the Building Equity Co-investment fund, TEN BUCK LUNCH, and Co-chaired the 2019 and 2020 Statewide Alaska Startup Week committees. Experienced in consulting, event, strategy and operations management, Erin has worked for both startup and established companies in engineering and aerospace. Dedicated to building an equitable and diverse entrepreneurial ecosystem in Alaska, she is committed to building greater access to capital for all entrepreneurs. Recently, Erin was named a Wefunder Venture Partner and holds a Master's Degree in Political Science from the University of North Carolina at Chapel Hill.
 


Brian Battle

Capital Markets Dealmaking During COVID-19
Tuesday November 10 2:00 - 3:00 PM

Director
Performance Trust Capital Partners

Brian Battle, director at the Performance Trust Companies, is recognized nationwide as a market expert who provides valuable insight on issues related to liability management, mortgage securities, general market and taxable municipal bonds.

His 30 years of market experience in analyzing, underwriting and trading has proven to be a tremendous asset for the company as well as the industry. Recently, he has taken on a new role within Performance Trust’s growing Analytics Group as its director, using his expertise to bring our disciplined analytical approach to the middle markets in the financial industry. Brian is a frequent on-air commentator for CNBC, Fox Business News, National Public Radio, Chicago Tonight and Bloomberg TV, and has been quoted in the Wall Street Journal, Chicago Tribune and numerous online financial news sources.

Brian joined Performance Trust in 2005 as a trader and underwriter. Prior to Performance Trust, he spent a decade at Griffin, Kubik, Stephens & Thompson, Inc. He began his career at American National Bank & Trust, a wholly-owned subsidiary of First Chicago (JP Morgan).


Joel Black

Regulations at the Speed of Technology
Tuesday November 10 4:15 - 4:45 PM

Chair
Governmental Accounting Standards Board

Joel Black was named chair of the GASB effective July 1, 2020. His seven-year term concludes June 30, 2027.

Prior to joining the GASB, Mr. Black was the partner in charge of the audit practice at the accounting firm Mauldin & Jenkins, LLC, in Atlanta.

In that capacity, he oversaw the audit practice of the firm’s eight offices throughout five states, including the work of more than 300 employees. Mr. Black also led the firm’s government professional practice group covering more than 400 public sector clients. He led engagements for diverse government clients from communities of fewer than 10,000 residents to states and state agencies, large counties and cities, school districts, and special-purpose entities with multibillion-dollar budgets.

Mr. Black joined Mauldin & Jenkins in 2004 as a director. He was named partner in 2005 before his appointment to partner in charge of the audit practice in January 2019.

Previously, he worked for KPMG LLP from 1992 to 2004.

Mr. Black has been active in numerous professional activities concerning government accounting. He was appointed to the GASB’s Governmental Accounting Standards Advisory Council (GASAC) in 2019. He served on the American Institute of Certified Public Accountants’ (AICPA) State and Local Government Expert Panel from 2015–2019 and its Government Audit Quality Center Executive Committee from 2012–2015.

Mr. Black, a graduate of Georgia State University, is a certified public accountant.


Kevin Boes

Long-term Recovery Solutions for Community Development
Thursday November 12 2:10 - 3:10 PM

President and CEO of New Markets Support Company
Local Initiatives Support Corporation

Mr. Boes has served as the President and CEO of New Markets Support Company (NMSC), a wholly owned subsidiary of Local Initiatives Support Corporation (LISC), since January 2011. In this role, he is responsible for managing the growing team that has invested over $1 Billion in challenged communities across the country. In addition to making direct investments, NMSC provides fund administration and back office support to other community impact investment market participants. These “capacity boosting” services have helped NMSC’s partners deploy an additional $1 billion in investments that are bridging our country’s opportunity gap.

Prior to his current role, Mr. Boes served as the Senior Vice President and Chief Financial Officer of National Equity Fund (NEF) from 2001 to 2010. Prior to joining NEF, Mr. Boes founded Boes Consulting and serviced real estate clients, and worked at KPMG, LLP in its real estate assurance and financial services consulting practices. Mr. Boes received a Bachelor of Arts degree from the University of Northern Iowa and an MBA from Northwestern University’s Kellogg School of Management. Mr. Boes is also a certified public accountant.


James Carras

Investing in Equity (the Social Kind)
Thursday November 12 3:30 - 4:45 PM

Principal
Carras Community Investment, Inc.

James Carras is an Advanced Leadership Initiative Fellow at Harvard University where he is focusing on equitable development finance research. For the past six years, he was a member of the faculty at Harvard University’s Kennedy School of Government, Graduate School of Design, Extension Schools as well as Tufts University’s Department of Urban Policy and Planning teaching courses on Urban Policy and Financing Community Economic Development.

He has been consulting with mission-driven organizations and government agencies as well as financial institutions and developers for the past 30 years. James and his consulting firm, Carras Community Investment, Inc., has facilitated the creation and capitalization of over fifty community development corporations (CDCs), development financial institutions (CDFIs) and public private partnership initiatives. He is the author of numerous affordable housing and equity studies and revitalization plans and has served as the Founding Executive Director of the National Association of Affordable Housing Lenders, the Founding President of the Broward Housing Partnership and the South Florida Community Land Trust.

Prior to establishing his consulting business, he served as a Community Development Advisor to the Mayor of Boston and was the Executive Director of the Massachusetts Urban Reinvestment Advisory Group where he was awarded the John Hay Whitney Fellowship. Mr. Carras is recognized as a national development finance expert with a particular focus on New Markets Tax Credits, Opportunity Zones, the Community Development Financial Institution Fund and the Community Reinvestment Act.

Mr. Carras was awarded a Bachelor of Arts Degree in Urban Sociology from Suffolk University in Boston, completed graduate work at Tufts University’s Department of Urban and Environmental Policy and received a Master’s Degree from Harvard University’s John F. Kennedy School of Government in Public Administration. He is certified by the National Development Council (NDC) as an Economic Development Finance Professional and completed NDC”s Rental Housing Finance course.

Mr. Carras has published various articles and publications including ones focusing on New Markets Tax Credits for the American Planners Association and the Federal Reserve Bank of Boston, the Community Reinvestment Act for the American Planners Association, the Federal Home Loan Bank of Boston, National League of Cities and the National Community Reinvestment Coalition and Affordable Housing Loan Consortia for the National Association of Affordable Housing Lenders.

He served as Chair for the Broward Housing Council and the Broward County Minority Economic Development Board and also as Vice Chair of the City of Fort Lauderdale’s Economic Development Advisory Board. He served as Vice Chairman of the Harvard Kennedy School Alumni Board of Directors and Vice Chair for the Broward Schools Committee for Harvard College. Mr. Carras has also served on the Board of Directors for St. Demetrios Greek Orthodox Church, the Broward Alliance for Neighborhood Development, Haymarket Bank and advisory boards for the United Way of Broward County, Neighborhood Lending Partners and Paradise Bank. For eight years, he served as the Chairman for the Fort Lauderdale Greek Festival as well as the President of the Himmarshee Village Association.



Matt D. Chase

City, County, and State Responses to COVID-19
Monday November 9 3:30 - 4:45 PM

Executive Director
National Association of Counties

Matthew D. Chase has served as the CEO/Executive Director of the National Association of Counties (NACo) since September 2012. As the chief executive officer, he is responsible for the overall management of the association. NACo is the only national association representing America’s 3,069 county governments.

During his professional career, Matt has focused on promoting America’s economic competitiveness, strengthening the intergovernmental system of federal, state and local officials, and engaging local elected officials in the federal policymaking process. In addition, he is a regular presenter on the impact of federal budget and policy trends on local governments and communities.

Previously, Matt served nearly a decade as executive director of the National Association of Development Organizations (NADO), representing local government-based regional planning and development organizations. Prior to becoming NADO’s executive director, he was the organization’s deputy executive director and legislative affairs director. He began his career with the Professional Managers Association, serving as membership services director and chief operating officer.

He is a graduate of Hartwick College in Otsego County, New York, and holds a master's degree in political management from The George Washington University in Washington, D.C. He currently serves on the board of advisors for GW’s Graduate School of Political Management and the board of directors for Vets’ Community Connections. He was recently selected as a new Fellow for the National Academy of Public Administration.

Matt was raised in Warren and Washington counties in Upstate New York. Matt was introduced to county government by his stepfather who held two elective offices in Washington County – district attorney and judge.

He resides in Arlington County, Virginia with his wife, Shana, where they are raising their two young sons: Nicholas and William.


Louise Cohen

Financing Vital Infrastructure - Broadband and Healthcare
Wednesday November 11 1:10 - 2:00 PM

Chief Executive Officer
Primary Care Development Corporation

Louise Cohen is the Chief Executive Officer of the Primary Care Development Corporation (PCDC), a not-for-profit community development financial institution dedicated to expanding and strengthening the primary care safety net, especially in disinvested communities of color. PCDC provides capital and technical assistance to a wide variety of primary care providers, and advocates for improved and increased primary care access, capacity, quality, reimbursement, and capital resources in order to improve health outcomes, create healthier communities, increase health equity, and reduce overall health care system costs.


Amy Condaras

Financing Vital Infrastructure - Broadband and Healthcare
Wednesday November 11 1:10 - 2:00 PM

Member
Frost Brown Todd, LLC

Amy is a finance attorney with over 17 years of legal practice.  Her practice includes representing governmental entities and 501(c)(3) organizations in tax-exempt and taxable financings and post-issuance tax and securities compliance.  Amy serves as bond counsel, borrower’s counsel, underwriter’s counsel, disclosure counsel and bank counsel.  Amy also advises on economic development incentive programs and commercial lending transactions, including acquisition, asset-based and leverage financings.


Alejandro Contreras

Rapid Response Strategies for Supporting Small Businesses
Thursday November 12 1:10 - 2:10 PM

Director of Preparedness, Communication and Coordination
U.S. Small Business Administration

Alejandro is the Director of Preparedness, Communication and Coordination for U.S. Small Business Administration’s Office of Disaster Assistance. In his current role, Alejandro coordinates the SBA’s efforts to promote disaster preparedness, recovery and mitigation. Alejandro is also responsible for strengthening the SBA’s role in disaster recovery by building interagency coordination and leveraging private-public partnerships.

Alejandro joined the SBA in 2005, and has worked in various roles responding to many of the country’s most devasting and costly natural disasters, including: Hurricanes Katrina, Rita and Wilma (2005); Greensburg, Kansas Tornado (2007); Iowa Floods and Hurricanes Gustav and Ike (2008); BP Oil Spill (2010); Joplin, Missouri Tornado (2011); Hurricane Sandy (2012); Louisiana Floods (2016); Hurricanes Harvey, Irma and Maria (2017); and Hurricanes Michael and Florence, and the California Wildfires (2018). Most recently, Alejandro has helped to coordinate SBA’s Economic Injury Disaster Loan (EIDL) program in response to the Coronavirus (COVID-19).

Alejandro earned a bachelor’s degree in government from California State University of Sacramento and has a master’s degree in strategic public relations from George Washington University.


Kate Crowley

Redevelopment Projects Challenged Through COVID-19 and How They Have Survived
Wednesday November 11 3:30 - 4:45 PM

Principal
Baker Tilly

Kate is a Principal in Baker Tilly’s project finance practice, assisting clients nationally to assemble complex capital stacks for real estate investments, corporate expansions, public infrastructure, and community facilities. These services include strategic planning and impact analysis, tax credit and incentives analysis and negotiation, development incentive review and implementation, and creative financing and funding solutions. Kate regularly works on projects financed with Tax Increment Finance, New Markets Tax Credits, PACE financing, Job Tax Credits, Enterprise Zones, and Opportunity Zones.  Kate is a registered representative with FINRA (Series 24, 63, and 79) and MSRB (Series 50 and 54).


Adam Cusson

Regulations at the Speed of Technology
Tuesday November 10 4:15 - 4:45 PM

Chief Information Officer
Municipal Securities Rulemaking Board

Adam Cusson is Chief Information Officer (CIO) of the Municipal Securities Rulemaking Board, where he oversees IT operations, data and infrastructure management, enterprise architecture and systems development. He began his career at the MSRB as the Director of Systems Development.

Previously, he was senior director of development at Oracle where he led the SaaS application Eloqua, which processes more than two billion marketing transactions per day. Prior to Oracle, Adam held similar positions at Micro Focus International, NetIQ and Novell.

Adam studied computer science and electrical engineering at George Mason University and graduated summa cum laude with a bachelor’s degree in information systems from Strayer University. He holds three published patents involving structured social networking.


Matthew Dalbey

Long-term Recovery Solutions for Community Development
Thursday November 12 2:10 - 3:10 PM

Director, Office of Community Revitalization
U.S. Environmental Protection Agency

Matthew Dalbey is a proven thought leader in developing community-driven economic revitalization strategies at the local, state, and federal level. These strategies focus on identifying economic drivers, build on existing assets, and supports economic growth that improves environmental and human health outcomes. His recent efforts at EPA have focused on supporting economic revitalization and environmental protection in economically distressed communities, including those with Opportunity Zones. Upon joining EPA in 2004, he focused on collaborating with private sector developers interested in meeting growing market demand, and providing technical assistance to help cities and towns, particularly rural ones, leverage new development to support better health, clean air, and clean water outcomes.  In 2010, he joined the leadership team in what was then the Office of Sustainable Communities, where he led a series of partnership efforts with other federal agencies and states to support a cleaner environment, more efficient public investments in communities, and economic revitalization. In 2012 and 2013 as the deputy director of a White House initiative, he oversaw much of the day-to-day work supporting multi-agency, coordinated technical assistance in several metropolitan areas, including Fresno, Detroit, Cleveland, New Orleans, and Memphis. Since 2014 he has led the office that is now called the Office of Community Revitalization. Prior to joining EPA, Matthew was an assistant professor at Jackson State University in Jackson, Mississippi.  He has a Ph.D. in Urban and Regional Planning from Columbia University, Masters degrees in City Planning and Architectural History from the University of Virginia, and a Bachelor of Arts in Government from the College of William & Mary. He is a career civil servant and part of the Senior Executive Service (SES).


Martha Dale

First Take - The View from Capitol Hill
Friday November 13 1:10 - 2:00 PM

Chief Financial and Strategy Officer
NASDA - National Association of State Departments of Agriculture

Martha is the Chief Financial & Strategy Officer for the National Association of State Departments of Agriculture (NASDA). NASDA is a nonpartisan association which represents the elected and appointed commissioners, secretaries, and directors of the departments of agriculture in all fifty states and four U.S. territories. During her time with NASDA, Martha has focused on further developing NASDA’s strategic approach to growing and enhancing American agriculture through policy, partnerships and public engagement. Prior to her time with NASDA Martha was an accounting services consultant for non-profit organizations. Martha grew up in eastern North Carolina and graduated from the University of Richmond with a B.S.B.A. in Accounting. She is a licensed CPA.


Michael Decker

State of the Capital Markets
Tuesday November 10 1:10 - 2:00 PM

Senior Vice President of Policy and Research
Bond Dealers of America

Called by Asia Times "the leading lobbyist for the US bond market," Michael Decker most recently served as Managing Director and co-head of municipal securities at the Securities Industry and Financial Markets Association (SIFMA). In that role Michael oversaw many of the association’s initiatives and advocacy regarding municipal bonds and related products.

Previously Michael was the co-founder and Chief Executive Officer of the Regional Bond Dealers Association (RBDA), now known as the Bond Dealers of America. In that role, Michael was responsible for representing the interests of RBDA’s members before federal legislative and regulatory bodies and managing a wide variety of RBDA functions and services.

Prior to RBDA, Michael was Senior Managing Director for Research and Public Policy for SIFMA and its predecessor organization, the Bond Market Association. Michael oversaw SIFMA’s research activities, including analyzing industry and market trends, collecting market and industry data, and publishing research reports covering all aspects of the global securities markets. He also managed public policy development and analysis. Before that, he was a financial consultant to the U.S. Agency for International Development.

Michael graduated from the University of North Carolina at Chapel Hill with a B.A. in political science, and earned a Master of Public Management degree with a concentration in public finance from the University of Maryland School of Public Policy. 


Price Finley

Redevelopment Projects Challenged Through COVID-19 and How They Have Survived
Wednesday November 11 3:30 - 4:45 PM

Partner
Bricker & Eckler LLP

Price Finley is a partner in the law firm of Bricker & Eckler and a member of its Public Finance group. Price has more than 25 years of experience in all areas of public finance, including local government, economic development finance, port authority financings, and other structured and project financings. He has served as bond counsel, issuer counsel, developer counsel, and underwriter’s counsel for infrastructure and economic development transactions. Price has substantial experience in the use of various economic development tools, including frequent use of tax increment finance (TIF) and has created and served as counsel for Ohio's new community authority financings (also known as community development authorities or CDA). In addition, Price's practice includes representation of developers and local communities in development finance arrangements, including property tax abatements (CRA and EZ), job creation tax credits (JCTC), joint economic development districts (JEDD), special improvement districts (SID), and financings involving Ohio port authorities. He has also assisted with the drafting of development agreements for economic development projects.

Price is a member of the Council of Development Finance Agencies, the Ohio Economic Development Association, and the National Association of Bond Lawyers. He received his undergraduate degree from Capital University and his JD/MBA from The Ohio State University.


Darla Garrett

Rapid Response Strategies for Supporting Small Businesses
Thursday November 12 1:10 - 2:10 PM

Program Manager
Maryland Department of Commerce

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.


Malcolm Guy

Ratings Roundup
Tuesday November 10 3:30 - 4:15 PM

Regulations at the Speed of Technology
Tuesday November 10 4:15 - 4:45 PM

Coordinator, Government & External Affairs
Council of Development Finance Agencies

As a Coordinator of Government & External Affairs at the Council of Development Finance Agencies (CDFA), Malcolm Guy is primarily responsible for the organization’s government affairs and legislative activities. Mr. Guy manages relationships with federal agencies and coordinates advocacy efforts with CDFA’s legislative partners. His areas of focus chiefly include bond financing, federal financing programs, opportunity zones, and tracking economic development legislation.

In addition to his aforementioned principal duties, Mr. Guy manages several webinar series’ for CDFA and organizes several major projects. These have included the redesign of CDFA’s Resource Centers, Federal Financing Clearinghouse, the Online Resource Database, the production of a Rural Infrastructure Financing Guidebook, and various other internal projects. Mr. Guy has also been charged with updating CDFA's Bond Guide as well as managing the CDFA Federal Financing Clearinghouse.

Prior to joining CDFA, Mr. Guy was an Intern in the United States Senate. Mr. Guy also worked with a non-profit climate action group and various other political entities involved in grassroots campaign organizing. Mr. Guy is a graduate of The Ohio State University. He is the proud holder of a Bachelor’s Degree in Political Science, with Minors in City & Regional Planning, as well as in International Relations.


James Hamill

Capital Markets Dealmaking During COVID-19
Tuesday November 10 2:00 - 3:00 PM

Managing Director
California Statewide Communities Development Authority

James Hamill serves as a Managing Director for CSCDA, overseeing its public finance programs. During the last 19 years, his efforts have resulted in the deployment of over $20 billion in financing for over 500 projects throughout California that have provided significant public benefits to cities, counties and special districts.
Trained as a bankruptcy lawyer and having spent two years as a Law Clerk with the United States Bankruptcy Court, Mr. Hamill is highly skilled at providing creative and effective financing solutions and proactively managing bond programs.
Mr. Hamill is a graduate of the University of California, Riverside with a BA in Political Science, received a Law Degree from Whittier Law School and is a registered municipal advisor under the Securities and Exchange Commission (SEC).


Ellen Harpel

The Road to COVID Recovery - Moving Forward
Friday November 13 2:00 - 3:00 PM

Founder
Smart Incentives

Dr. Ellen Harpel is the founder of Smart Incentives, which helps state and local governments make sound decisions throughout the economic development incentives process. She works with communities to implement policies that enable them to achieve their development goals while making smart fiscal and economic decisions. Smart Incentives is also at the forefront of efforts to develop better processes for monitoring compliance and evaluating the effectiveness of incentive programs. Ellen speaks and writes frequently on incentive policies and programs for national audiences comprising economic developers, elected officials and finance professionals. Recent projects have included state and local incentive program evaluations, competitive analyses of incentive policies, and assessments of incentive management practices. Ellen holds a Bachelor of Science in Foreign Service from Georgetown University, an MBA from the University of North Carolina, and a Ph.D. in regional economics from George Mason University’s Schar School of Policy and Government.


Kim Hawkins

COVID-19 Impacts on Small Business
Monday November 9 2:00 - 3:00 PM

Vice President/COO
HEDCO, Inc.

Guided by the fundamental belief that worthy living centers around uplifting others, Kim Hawkins is a living testimony of the popular quote, “Service is the price that we pay for the space we occupy on earth!” She has devoted her life to the empowerment of others through community and economic development channels. Kim has made a career out of creating pipelines to success and building framework models that create opportunities motivate action and foster sustained movement towards goal attainment.
Ms. Hawkins has been relentless in her efforts to stimulate economic growth and revitalize distressed communities through job and business creation by eliminating barriers of access to capital, knowledge and contract opportunities. Kim has been a voice for the underserved, a friend to the proverbial friendless and a champion for equity on all fields across racial, gender and socio-economic demographics.
Kim is the Vice-President and Chief Operating Officer of HEDCO, Inc., an economic development firm that provides loan funding, technical assistance and ongoing business support services to start-ups and existing small businesses in the State of Connecticut. Prior to that role, she served as Director of HEDCO’s Business Resource Center. Kim’s formal business training began as an executive in her family’s construction company.
Kim is a board member of the Wilson-Gray YMCA, a board member of Fresh Start Program, a member of the NAACP, and a member of Alpha Kappa Alpha sorority, Inc. Kim also serves in active leadership at the Hopewell Baptist Church in Windsor, CT where she has served as past Chairperson and Treasure of the Board of Trustees, Youth Department Director, and in a host of other roles and positions in the church.
Kim has been recognized for her efforts by the 100 Women of Color, Kappa Alpha Psi Fraternity, the Interdenominational Ministerial Alliance and the Hartford Business Journal in their inaugural C Suites Awards.
A native of Albany, Georgia, Kim was raised in Connecticut and is a product of the Hartford and Bloomfield Public School systems. Kim is a graduate of Tuskegee (Institute) University, in Tuskegee, Alabama where she earned a Bachelors’ Degree in Business Administration.
Kim currently resides in Bloomfield, CT and is the mother of two sons an adopted daughter and two grandchildren.


Ben Husch

First Take - The View from Capitol Hill
Friday November 13 1:10 - 2:00 PM

Federal Affairs Counsel, Natural Resources and Infrastructure
National Conference of State Legislatures

Ben Husch serves as the Federal Affairs Counsel for Natural Resources and Infrastructure for the National Conference of State Legislatures (NCSL). In this role, he leads NCSL’s lobbying and advocacy work on transportation, environment, energy and agriculture issues before both Congress and the administration. He joined NCSL in March 2012 after nearly 4 years with the National Association of State Budget Officers (NASBO). He has a Masters of Public Policy from Rutgers University and Bachelor of Economics from Wake Forest University.


Bob Isaacson

State of the Pandemic Economy
Monday November 9 1:10 - 2:00 PM

Executive Director
Minnesota Department of Employment and Economic Development

Bob Isaacson is Executive Director of DEED’s Office of Business Finance.  In this role, Bob oversees a variety of finance and tax credit programs designed to partner with private lenders to spur business investment and job creation in Minnesota. The office delivers $30 million annually to businesses throughout the state through such programs as the Job Creation Fund, Minnesota Investment Fund, Angel Tax Credit, Angel Loan Fund and the new Emerging Entrepreneur Loan Program, a loan program for targeted demographic groups. Bob also serves as the Executive Director of the Minnesota Agricultural and Economic Development Board which provides loans to growing businesses and issues conduit bonds for eligible organizations. Bob is a member of the DEED’s senior leadership team.

Prior to his current positions, Bob held a variety of economic and financial analysis leadership and staff positions with DEED, the U.S. General Accounting Office (now the Government Accountability Office) in Chicago and the U.S. House Agriculture Committee in Washington, D.C.  Bob received his bachelor’s degree in Political Science and a master’s degree in Public Administration from the University of Minnesota.


Steve Johnson

State of the Pandemic Economy
Monday November 9 1:10 - 2:00 PM

Director, Community Development
Colorado Housing and Finance Authority

Steve Johnson leads the Colorado Housing and Finance Authority’s (CHFA) Community Development team which includes Multifamily lending, Low Income Housing Tax Credit  allocation, and Small Business Finance. CHFA’s mission is to increase affordable housing and economic development in Colorado.  Steve began working for CHFA in 1996 as a business finance loan officer and became Director in 2010.  Steve says what drew him to CHFA, and continues to be the most rewarding part of his job, is the opportunity to do “banking with a mission.” Steve is currently Chair of the Council of Development Finance Agencies (CDFA) Board of Directors.  He graduated from Hillsdale College in Michigan with a Bachelor of Arts degree in marketing.


Maurice Jones

The Road to COVID Recovery - Moving Forward
Friday November 13 2:00 - 3:00 PM

President & Chief Executive Officer
Local Initiatives Support Corporation

Maurice A. Jones was appointed CEO and President of the Local Initiatives Support Corporation (LISC) in September of 2016. LISC is one of the country’s largest organizations supporting projects to revitalize communities and catalyze economic opportunity for residents. Prior to joining LISC, Maurice was the Secretary of Commerce and Trade for the Commonwealth of Virginia where his primary job was to utilize Virginia’s assets to solidify its position as the preeminent place to live, work and conduct business.

Maurice previously served as Deputy Secretary for the U.S. Department of Housing and Urban Development (HUD) from April 2012 through January 2014. As the second most senior official at HUD, Maurice managed the Department's day-to-day operations, the annual operating budget of $40 billion and the agency's 8,900 employees.

Before his appointment at HUD, Maurice was President of Pilot Media, the largest print and digital organization in Hampton Roads, Virginia. He joined Landmark Media Enterprises, owner of Pilot Media, in 2005, serving as Vice President of the Landmark Publishing Group. In 2006, he became the Vice President and General Manager of Pilot Media, and in 2008 he became President and Publisher of The Virginian-Pilot.

Maurice also served as the Commissioner of the Virginia Department of Social Services and Deputy Chief of Staff to then-Virginia Governor Mark R. Warner. Other positions include: Special Assistant to the General Counsel at the U.S. Treasury Department, Legal Counsel to the Community Development Financial Institutions (CDFI) Fund and Director of the Fund during the Clinton Administration, Associate Attorney at Hunton & Williams in Richmond, Virginia, and Partner at Venture Philanthropy Partners.

Maurice received a Bachelor of Arts in Political Science from Hampden-Sydney College and attended Oxford University in England on a Rhodes Scholarship, where he received a Master of Philosophy in International Relations. He later received a Juris Doctor from the University of Virginia.


Eric Kazatsky

State of the Capital Markets
Tuesday November 10 1:10 - 2:00 PM

Head of Municipal Strategy
Bloomberg Intelligence

Eric Kazatsky has 17 years successful experience involving municipal bonds. He has spent his career in various aspects of the industry including sell side, buy side, a large municipal issuer and now for Bloomberg Intelligence.

Eric is Bloomberg Intelligence’s Head of Municipal Strategy and is responsible for creating municipal focused research for Bloomberg Terminal clients. Prior to work at Bloomberg he served as the institutional desk strategist at Janney Montgomery Scott and municipal portfolio manager SEI Investments. At Janney he distributed weekly research notes specifying relative value opportunities for both Janney inventory and secondary market customer sales. At SEI he oversaw credit and portfolio management for a $3 billion separately managed account platform.

Eric has a B.A. in finance and economics from the University of Pittsburgh, an M.B.A. in finance from St. Joseph’s University, and a M.S. in investment management from Temple University.


Marjorie Kelly

The Road to COVID Recovery - Moving Forward
Friday November 13 2:00 - 3:00 PM

Executive Vice President & Senior Fellow
The Democracy Collaborative

Marjorie Kelly is Executive Vice President and a Senior Fellow with The Democracy Collaborative, and the author, with Ted Howard, of The Making of a Democratic Economy. Her previous book, Owning Our Future: The Emerging Ownership Revolution, released in 2012 by Berrett-Koehler, has won a Nautilus Book Award. Kelly previously was a Fellow at Tellus Institute, and cofounder/President of Business Ethics magazine. She works with a variety of clients on impact investing and mission-led ownership projects.


Florence Kingston

Rapid Response Strategies for Supporting Small Businesses
Thursday November 12 1:10 - 2:10 PM

Director of Development
City of Newport News

As Director of Newport News Department of Development, Florence Kingston has been a force in local and regional economic development for more than 40 years. She has overseen and negotiated many of the transformative projects that have shaped Newport News into a vibrant, business friendly city. She fosters and inspires a culture of strategic thinking and visionary implementation, and has worked on groundbreaking projects at City Center at Oyster Point, Canon Virginia, Inc. and Newport News Shipbuilding’s Downtown Apprentice School.

While working on multi-million dollar agreements with international companies, she also maintains focus on retaining the city’s small and medium-sized businesses and revitalizing areas of the city with the greatest need.

A life-long local, Florence is a graduate of Ferguson High School and The University of Virginia. She is a member of the International Economic Development Council, the Southern Economic Development Council, the Hampton Roads Association for Commercial Real Estate, the Council of Development Finance Agencies, the Virginia Economic Developers Association, the Virginia Chamber of Commerce, the Tidewater Small Business Financing Authority, and serves on the Boards of Directors of Virginia Community Capital and Community Capital Bank of Virginia.

Her civic activities include past Vice President and Treasurer of Girls, Inc. of the Greater Peninsula and she has served on the Boards of People-to-People, Visionarias, The Newport News Green Foundation, and the Christopher Newport University’s Joseph W. Luter, III College of Business & Leadership Board of Advisors. She currently serves on the Board of First United Methodist Church Foundation and Board of Trustees.



Michael Kinninger

Closing Discussion
Wednesday November 11 4:45 - 5:00 PM

Executive Director
Ohio Statewide Development Corporation

Michael Kinninger is the Executive Director of Ohio Statewide Development Corporation. OSDC is a Certified Development Company that provides small business financing using the SBA 504 and Ohio Regional 166 Loan Programs. As Executive Director, Michael is responsible for administering OSDC’s professional staff and $90+ million portfolio.
 
Prior to joining OSDC, Michael coordinated the Community Development Block Grant Economic Development Program for the State of Ohio. Ohio’s CDBG Economic Development Program provides gap financing to Ohio small businesses and has contributed to the capitalization of over 120 locally controlled Revolving Loan Funds in the State.
 
Michael earned a Bachelor of Business Administration from Ohio University and a Master of Public Administration from The Ohio State University. He volunteers as an appointee of the Franklin County Board of Commissioners on Tax Incentive Review Councils for 16 separate townships and municipalities in Franklin County.


Seth Kirshenberg

Investing in Equity (the Social Kind)
Thursday November 12 3:30 - 4:45 PM

Partner
Kutak Rock LLP

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. 


Tricia Kovacs

COVID-19 Impacts on Small Business
Monday November 9 2:00 - 3:00 PM

Deputy Administrator
U.S. Department of Agriculture

Tricia Kovacs is the Deputy Administrator for Transportation and Marketing in USDA’s Agricultural Marketing Service, a role she took on in February of 2020. She leads AMS grant programs, including Local Agriculture Markets Program (LAMP), as well as local and regional food research and technical assistance efforts. She also oversees research and data reporting on agricultural transportation and the operation of the USDA Farmers Market, a living laboratory for farmers market best practices. Tricia came to USDA in August of 2016 as local and regional food systems policy advisor in the USDA Agricultural Marketing Service Administrator’s Office. In that role, she coordinated efforts across USDA to support the local and regional food sector. Tricia also brought her expertise in on-farm produce safety to the policy role, representing USDA as a convener on the Food Safety Modernization Act Collaborative Training Forum and leading projects to improve farmer readiness and access to USDA Harmonized GAP audits.

Prior to joining USDA, Tricia managed Regional Markets programs at Washington State Department of Agriculture, where she was founding Program Manager for the state Farm to School Program and also led the Small Farm Direct Marketing Program.

Tricia holds a M.Sc. in Sustainability, Planning, and Environmental Policy from Cardiff University in Wales and a BA from University of Virginia. Originally from rural Appalachian Virginia, she lives with her husband and two children in Washington D.C.



Tom Kozlik

State of the Capital Markets
Tuesday November 10 1:10 - 2:00 PM

Head of Municipal Credit and Strategy
Hilltop Securities, Inc.

Tom Kozlik is the Head of Strategy and Credit at HilltopSecurities’ where he works with the firm’s underwriters, investment bankers, retail advisors, traders, and sales desk. He publishes regular commentary and is a presence on social and traditional media for the firm. Kozlik brings over two decades of experience to the position, most recently with PNC Capital Markets where he served as managing director and municipal strategist. Prior to joining PNC, he was managing director and municipal credit analyst at Janney Montgomery Scott. In addition to his roles with PNC and Janney, Kozlik has also held positions with Bear Stearns and UBS in public finance banking.

In 2018 and 2019, Smith’s Research and Gradings included Kozlik on the first-team in the generalist category of its Municipal All-Star Team. He was voted to Institutional Investor’s All-America Fixed Income Research Team and Greenwich Associates named him one of the Most Helpful Analysts in Municipal Bonds. In addition, he is a founding officer and former president of the Philadelphia Area Municipal Analysts Society (PhAMAS) and is a member of the Society of Municipal Analysts. He is also an advisor to the Government Finance Officers Association’s committee on government debt management. Kozlik has also taught graduate-level public finance courses at the University of Pennsylvania’s Fels Institute of Government, where he earned a Master of Government Administration. He earned a bachelor’s degree in political science with honors from Pennsylvania State University Scholars program.


Katie Kramer

COVID-19 Impacts on Small Business
Monday November 9 2:00 - 3:00 PM

First Take - The View from Capitol Hill
Friday November 13 1:10 - 2:00 PM

Vice President
Council of Development Finance Agencies

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 Government & External Affairs, provides technical assistance to communities, and builds 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, W.K. Kellogg Foundation, World Bank, U.S. Economic Development Administration, 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 is a board member for the Ohio Statewide Development Corporation and serves on the advisory board for St. Agatha School.


Mike Landes

Advancing Education and Child Development in Opportunity Zones
Wednesday November 11 2:00 - 3:00 PM

OZ Program and Special Projects Director
CO Office of Economic Development and International Trade

Mike Landes serves as the Opportunity Zone Program and Special Projects Director for the Colorado Office of Economic Development and International Trade (OEDIT). He oversees Colorado's OZ Program and directs the OZ Capital Accelerator Program, an initiative designed to increase business access to OZ funding and investment. Before joining OEDIT, Mike worked for the NC REALTORS, North Carolina's state association of real estate professionals, as their Director of Political Operations and Economic Development, where he worked closely with the commercial real estate industry to advocate for sustainable development policy and growth-oriented legislation. Mike received his Master's of Public Policy from Duke University in 2014. 


Amy Laskey

Ratings Roundup
Tuesday November 10 3:30 - 4:15 PM

Managing Director
Fitch Ratings

Amy R. Laskey is a managing director in Fitch Ratings’ U.S. public finance group, focusing on the analysis and ratings of local government tax-supported bonds.

Prior to joining Fitch in 1995, Amy was a deputy assistant director for capital financial planning in New York City’s Office of Management and Budget, where her responsibilities included overseeing the development of the 10-year capital strategy, as well as the annual capital budget. Earlier, Amy was a program coordinator with the Metropolitan Transportation Authority, where she monitored and approved spending for the New York City Transit Authority’s capital program.

Amy earned a BA in music from Barnard College before receiving an MBA in finance from Columbia University. In addition, she is a member of the National Federation of Municipal Analysts and the Government Finance Officers of America, and is a member and Past Chair of the Municipal Analysts Group of New York.


Andrew Levine

Redevelopment Projects Challenged Through COVID-19 and How They Have Survived
Wednesday November 11 3:30 - 4:45 PM

Partner
Stradley Ronon Stevens & Young

As co-chair of the firm’s environmental practice group, Andy Levine is focused on cultivating and expanding the energy economy in the mid-Atlantic region and beyond.

Having started his career litigating multimedia enforcement cases against refineries, pipelines and solid waste companies, he was soon recruited by Waste Management to implement the very types of programs at issue in many of these cases. While at Waste Management, Andy oversaw landfill and transfer station expansions, permitting and compliance throughout the Eastern seaboard, and also developed the strategic landfill gas-to-energy program that formed the basis for his current energy practice in natural gas. As an experienced “deal architect,” he regularly seeks out and uncovers issues and needs among parties to a negotiation in order to maximize his clients’ opportunities to construct and operate energy and environmental infrastructure projects, obtain the best possible financing and tax treatment, and organize the most advantageous deal structure. He also finds the most strategic means for environmental compliance and permitting, with a keen focus on the clients’ business development plans, and most of all, the bottom line.


Nate Loewentheil

COVID-19 Impacts on Small Business
Monday November 9 2:00 - 3:00 PM

Vice President
Camber Creek

Nate Loewentheil is an investor, social entrepreneur, and nationally recognized public policy expert. Nate is a Vice President at Camber Creek, the premier proptech venture capital firm in the U.S. Previously, Nate served in the Obama White House as a Special Assistant to the President at the National Economic Council, where he advised President Obama on urban policy, transportation, and emerging technologies. Nate is also an adjunct Professor at NYU’s Wagner School of Public Service, where he teaches a seminar on Technology and the American City. Nate is the founder of three successful social enterprises, Baltimore Homecoming, the Millennial Action Project and the Roosevelt National Network. He has written on economic policy, urban affairs and technology for The New York Times, The Washington Post, Politico, Fast Company, and many other outlets. His most recent publication, Big Ideas for Small Business, lays out a vision for the future of federal small business policy. Nate is a former Forbes 30 under 30 and Aspen Institute Ideas Fellow. Nate holds both a BA and JD from Yale.


Liz Lopez

Advancing Education and Child Development in Opportunity Zones
Wednesday November 11 2:00 - 3:00 PM

Senior Director, Social Impact Investing & External Affairs
YWCA USA

Liz Lopez serves as Senior Director of Social Impact Investing and External Affairs at YWCA USA. She is responsible for creating innovative strategies and tools to generate financial and social returns. Her portfolio includes the YWCA Women's Empowerment Exchange Traded Fund (NYSE:WOMN) and oversight on work related to the Opportunity Zones program, Community Development Financial Institutions (CDFIs), and SBA's Paycheck Protection Program (PPP). She also manages external engagement with elected officials, fund managers, foundations, investors, nonprofits, and other key stakeholders.

Prior to joining YWCA USA, Liz served as the head of Public Policy at the Opportunity Finance Network (OFN) and as a Government Relations advisor at Barnes & Thornburg LLP.

Liz has been recognized for her leadership and expertise by the Hill (2019 Top Grassroots Advocate), Aspen Institute (Ricardo Salinas Scholar), Boston College Law School (Impact Generation Alumni), and the Hispanic National Bar Association (Top Lawyer Under 40). She currently serves as the President of the Hispanic Lobbyists Association (HLA).

Liz holds a B.A. in Political Science from the University of Chicago and a J.D. from Boston College Law School. You can follow her on Twitter @LizLopezinDC.


Lauren Mack

Capital Markets Dealmaking During COVID-19
Tuesday November 10 2:00 - 3:00 PM

Partner
Reyes Kurson, Ltd.

Lauren has over 30 years’ experience in financing (tax-exempt, taxable and public-private partnerships), federal tax, non-profit organizations, health care, corporate, and governance matters. She works with clients to provide practical solutions to their real-world problems. Lauren has been involved in a wide range of public financing transactions, serving as bond counsel and issuer’s counsel, as well as advising borrowers (including health care organizations, cultural institutions, schools and universities, and Indian tribal governments), underwriters, and banks (as direct lenders, liquidity providers and letter of credit providers) on tax and other matters. She advises clients with respect to transaction structuring, as well as post-closing covenant and tax compliance. She also represents clients before the IRS in connection with audits, closing agreements under the IRS’ Voluntary Compliance Program, and private letter rulings. Lauren also advises clients on corporate transactional and financing matters, including issuance of public and privately placed debt, use of special purpose vehicles, public-private partnerships and other joint ventures, and corporate acquisitions and dispositions. Her representative clients include corporations, municipal entities, commercial lenders, and credit enhancers. She works with the client’s financial team on transaction structure, due diligence, documentation, continuing disclosure, and post-closing covenant compliance. Lauren received her J.D. from Duke University School of Law, graduating with distinction. She received her B.B.A. in Accounting from the University of Notre Dame.


John Medina

Ratings Roundup
Tuesday November 10 3:30 - 4:15 PM

Vice President - Senior Credit Officer
Moody's Investors Service

John is a Vice President - Senior Credit Officer in Moody’s Global Project and Infrastructure Finance Team covering a diverse portfolio of project financings, public-private partnerships (PPPs), and municipal infrastructure issuers in the transportation, energy and social infrastructure sectors. John chairs Moody’s Global PPP Task Force and is the sector lead for US toll roads, PPPs and generic project financings. John authors research across multiple sectors and annually leads several new rating assignments for new PPPs and project financings in the US and Canada. John was selected as one of the Bond Buyer’s 2017 Rising Stars.

Before joining the Infrastructure and Project Finance Team in 2010, John spent two and a half years as a lead analyst for local governments and enterprises in the Eastern Regional Local Government Ratings Team where he was the lead for municipal issuers in Pennsylvania and New York while also covering New Jersey, Virginia, and Florida.

Prior to joining Moody’s, John worked as a risk management analyst, a property and casualty insurance account manager, and a health care claims auditor. John is a founding member and was the first co-chair of Moody’s NY Multicultural Employee Resource Group and is a founding steering committee member of Moody’s NY LGBTA Employee Resource Group.

John earned his BA degree in Health Care Economics and Policy from Stanford University and his MPA in Health Care Public Finance from New York University’s Robert F. Wagner Graduate School of Public Service.


James Metz

Closing Discussion
Wednesday November 11 4:45 - 5:00 PM

Coordinator, Research and Technical Assistance
Council of Development Finance Agencies

James Metz is a Coordinator on the Research and Technical Assistance team at the Council of Development Finance Agencies (CDFA). James’ area of focus includes brownfield redevelopment, tax increment finance, special assessments, and water finance. This includes providing technical assistance to CDFA members, producing newsletters and webinars, and assisting on research projects.

Currently, James manages the brownfields program that provides technical assistance and resources on brownfield redevelopment financing to communities throughout the country. He is also a Development Finance Certified Professional (DFCP).

Before joining CDFA, James earned his degree in City and Regional Planning from The Ohio State University and served in the U.S. Army with the 1-501st Airborne Unit.


Emily Metzler

Redevelopment Projects Challenged Through COVID-19 and How They Have Survived
Wednesday November 11 3:30 - 4:45 PM

Senior Vice President
MuniCap, Inc.

Emily Metzler has served over ten years as part of the MuniCap team. Ms. Metzler is passionate about real estate, furthering economic development opportunities, and assisting with the critical thinking aspect of creative funding mechanisms. In her position, Ms. Metzler manages over fifty different large-scale, catalytic development projects and actively participates in all aspects of the financial structure of each deal from conception to capitalization, implementation, and administration post issuance. In addition, she is responsible for new business development efforts in the markets for which she serves. Clients include public entities such as Fairfax County, VA, Howard County, MD, and Montgomery County, MD, as well as private entities such as Gaylord, Forest City, Related Companies, Newland, and PN Hoffman. Since joining MuniCap, Ms. Metzler has assisted with the issuance of publicly marketed bonds in excess of $1.2 billion. Furthermore, she worked extensively on the Southwest Waterfront bond offering in the amount of $145,000,000, which received the highest bond rating in the District of Columbia for a comparable bond issuance, and the first ever bonds to be issued in the State of New York secured solely with special assessments pledged as security.

Ms. Metzler is a 2005 graduate of Clarion University. She graduated with a degree in both real estate and finance. Ms. Metzler was an active member of the Financial Management Association, played intramural basketball, and obtained her real estate license for the Commonwealth of Pennsylvania during her college career.

Following graduation from Clarion University, Ms. Metzler was hired into the management program at National City Bank, now PNC, where ultimately, she maintained the role of a branch manager and business lending banker before being hired at MuniCap.

Ms. Metzler is active in multiple organizations including the Association of Public Finance Professionals, Council of Development Finance Agencies, Urban Land Institute, Lambda Alpha International, and Women in Public Finance, Maryland and Virginia Chapters. Ms. Metzler is a registered Municipal Advisor (Series 50) and has passed the Municipal Advisor Principal Qualification Examination (Series 54). Ms. Metzler serves as MuniCap’s Chief Compliance Officer.


Lindsay Miller

Financing Vital Infrastructure - Broadband and Healthcare
Wednesday November 11 1:10 - 2:00 PM

Of Counsel Attorney
Ice Miller LLP

Lindsay Miller is an attorney with the Public Affairs and Government Law Group. With nearly fifteen years of experience in technology initiatives, Lindsay has a reputation in the broadband and telecommunications arena of being a strong advocate with a successful track record in building relationships with public and private sector stakeholders. Lindsay regularly advises municipalities on how to utilize Public-Private Partnerships for fiber and Wi-Fi expansion in order to build smarter cities and leverage the Internet of Things (IoT). This includes providing guidance and counseling to multi-sector leaders as they seek to develop and finance Smart City infrastructure, and implement policies to enable developing technologies, such as connected/ autonomous vehicles (CAVs).

Prior to joining the Firm, Lindsay served as the Executive Director for Connect Ohio, a nonprofit organization focused on facilitating broadband access, adoption, and use throughout the state of Ohio. Lindsay led Connect Ohio’s involvement in state technology initiatives and community broadband planning. Lindsay’s previous experience also includes working as Counsel for Broadband Research and
Planning for a national nonprofit organization, Connected Nation. In this role, Lindsay prepared regulatory filings before state and federal agencies and formulated policy recommendations regarding broadband expansion. Lindsay also formerly worked in the Office of Chairman Julius Genachowski at the Federal
Communications Commission (FCC). Lindsay participated on an internal FCC task team that developed a national computer and internet program for low-income Americans, and created orders for pending appeals through the FCC’s Schools and Libraries Program of the Universal Service Fund (“E-rate”).

In 2007, Lindsay received her Bachelor of Arts in Psychology from the University of Kentucky, summa cum laude. She received her juris doctorate and Master of Arts in Public Policy and Management from The Ohio State University in 2013.


Darnell Moses

Closing Discussion
Wednesday November 11 4:45 - 5:00 PM

Vice President
Council of Development Finance Agencies

As Vice President of Development Finance with CDFA, Mr. Moses works within all facets of CDFA. His expertise enhances the work in Research and Technical Assistance, including working on CDFA Publications; Government Affairs including participating in the Federal Financing Webinar; and Programming with a focus on Course Advising all areas; but specifically Tax Credit financing. Mr. Moses will play a role in Operations, Budgeting and Professional Development. Additionally, Mr. Moses will work in certain areas with the Board of Directors of CDFA.

Prior to CDFA, Mr. Moses was the Administrator of Contracts and Compliance for the Allegheny County Department of Human Services. In this role, he oversaw the administration of over 350 contracts that expensed in excess of $900 Million. He was also responsible for fiscal and corporate compliance of these contracts.

Mr. Moses spent 15 years with the Allegheny County Department of Economic Development, of which 10 years were spent as the Manager of The Redevelopment Authority of Allegheny County, Allegheny County Industrial Development Authority, Hospital Development Authority, Higher Education Building Authority, Residential Finance Authority and The Authority for Improvements in Municipalities. He managed the day-to-day responsibilities of each of these Authorities while simultaneously overseeing various projects. Projects consisted of the issuance of over $5 billion dollars in Tax-Exempt/Tax Increment Financing; Management of a $50 million dollar loan fund; the creation of a $6 million dollar grant fund; and the creation of a Municipal Consolidation Fund.
Mr. Moses has spoken on the efficiencies of administering multiple Authorities while working with government entities. He provided consulting to development agencies, and more recently, he has spoken frequently on the importance of Non-Profit Management/Governance.

Mr. Moses has a Bachelor of Arts in Legal Studies from the University of Pittsburgh and a Juris Doctor from Duquesne University School of Law.


Anisha Murphy

Investing in Equity (the Social Kind)
Thursday November 12 3:30 - 4:45 PM

Director of Community Advancement - Twin Cities
Community Reinvestment Fund, Inc.

Anisha Murphy, Director of Community Advancement- Twins Cities, leads strategic partnership development and works with community stakeholders to create a more fair, responsive, and accessible community finance system in the Twin Cities. These efforts will create new strategies that build stronger local economies, create jobs, and support upward economic mobility in neighborhoods and transit corridors in the Minneapolis/St. Paul metro area. Anisha has over 5 years of experience in economic development, nonprofit administration and fundraising. Prior to joining CRF, Anisha served as director of community engagement for the Northside Economic Opportunity Network. 


Kenneth Neighbors

Financing Vital Infrastructure - Broadband and Healthcare
Wednesday November 11 1:10 - 2:00 PM

Partner
McGuireWoods LLP

Kenneth M. Neighbors focuses his practice primarily in the area of public finance, providing legal advice in support of public-private partnerships, governmental financing and economic development initiatives ranging from transportation and integrated transit projects, tax allocation district formation and financing, mixed-use, commercial, retail and multi-family real estate financings, to 501(c)(3), community land trust, affordable housing, and other tax-exempt bond financings. Ken’s work also focuses on the implementation of federal, state and city supported economic development programs and initiatives. Ken also provides business and legal advice in connection with the acquisition, sale and management of real estate holdings, and provides general representation in connection with corporate matters and corporate and venture capital financing transactions. Prior to his practice as a lawyer, Ken served as a merchant and investment banker, and as a senior officer of an investment firm focusing on the Emerging Domestic Marketplace (EDM).


Michael Placencia

State of the Capital Markets
Tuesday November 10 1:10 - 2:00 PM

Managing Director, Head of Public Finance
Stern Brothers

Michael comes to Stern Brothers after nearly six years at US Bancorp where he provided broad coverage of municipal infrastructure clients in the Western Region and airports, transit, toll roads and other transportation clients more nationally. Michael began his over 20-year career at Goldman Sachs and has also worked with UBS Securities and Bank of America Merrill Lynch in New York, before returning to California.

Michael received a Bachelor of Arts in Economics and Political Science from the University of California at Berkeley, and a Master of Business Administration from The Wharton School of the University of Pennsylvania.


Tony Portuondo

Capital Markets Dealmaking During COVID-19
Tuesday November 10 2:00 - 3:00 PM

Managing Director
The Bank of New York Mellon

Antonio Portuondo, is a Managing Director and President of The Bank of New York Mellon Trust Company N.A., a subsidiary of The Bank of New York Mellon Corporation. Tony is the Segment Head of the Bank’s Corporate Trust Public not for Profit Business. Primary responsibilities include sales and relationship management, risk, new business, and client service delivery.

Prior to his current role Tony managed the Corporate Trust Public Finance business and also served as the Public Finance Chief Administration Officer initiating and leading strategic initiatives, as well as managing its Best Practices program.

Tony has more than 19 years of corporate trust experience holding various business administration, business development, and management positions.

He received an undergraduate degree in Political Science from the University of Florida, and a Master of Public Administration specializing in Public Finance from Florida International University.


Rachel Reilly

Advancing Education and Child Development in Opportunity Zones
Wednesday November 11 2:00 - 3:00 PM

Director of Impact Strategy
Economic Innovation Group

Rachel Reilly serves as EIG's Director of Impact Strategy, leading the organizations work to support communities, policymakers and investors in their efforts to catalyze sustainable economic growth across the country through Opportunity Zones and other forward-thinking initiatives. Previously, Rachel was the Director of Impact Investing at Enterprise Community Partners where she expanded community investment opportunities for people and businesses. Rachel was at the helm of Enterprise’s engagement with Opportunity Zones, and her portfolio of work included leading Enterprise’s $100 million debt offering – the Impact Note – in addition to policy and advocacy activities related to impact investing. She has a Master’s in Real Estate Development from the University of Maryland, and served two terms as an elected representative in Washington, D.C.


Toby Rittner

State of the Pandemic Economy
Monday November 9 1:10 - 2:00 PM

City, County, and State Responses to COVID-19
Monday November 9 3:30 - 4:45 PM

The Road to COVID Recovery - Moving Forward
Friday November 13 2:00 - 3:00 PM

President & CEO
Council of Development Finance Agencies

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 including 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 focuses on sustainable finance with an emphasis on infrastructure, clean energy food systems, small business and innovations in the development finance industry to drive sustainable outcomes. He has written extensively about impact ready initiatives that leverage and engage capital in ways that drive local sustainability in both the environment and economy.

Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured 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 also a Development Finance Certified Professional (DFCP) and has completed the prestigious Oxford University Sustainable Finance Foundation Course.

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.


Ladell Robbins

Investing in Equity (the Social Kind)
Thursday November 12 3:30 - 4:45 PM

Chief Financial Officer / Chief Investment Officer
Invest Newark


Ladell Robbins is the Chief Financial Officer and Chief Investment Officer of Invest Newark, a NJ nonprofit corporation focused on inclusive economic development in the City of Newark, NJ. In these dual roles, Ladell is responsible for the financial well-being of the organization and mobilizing capital to support small businesses in Newark.

Prior to joining Invest Newark, Ladell was a Principal with African Capital Alliance (ACA), a private equity fund manager where he was responsible for Fast Moving Consumer Goods (FMCG) and Agribusiness investments. He led the investments into Beloxxi Industries Limited, one of Nigeria largest producers of cream crackers and Daraju Industries Limited, a leading manufacturer of laundry and personal care products. Ladell drove the firm’s target of investing at least $100m in FMCG and Agriculture businesses out of its current US$570 million fund CAPE IV. Additionally, Ladell served on the ACA Executive Committee which oversaw all aspects of the business and actively supported the firm’s expansion plans outside of Nigeria.

Ladell has over 20 years of experience in financial services in North America, Europe and Africa and has completed a variety of M&A, ECM, DCM and principal investment transactions. Ladell’s previous experience includes managing his own investment and advisory firm, BlueSky Partners LLC, which primarily focused on real estate and agribusiness investments in West Africa. During this period, he also provided leadership support to Doreo Partners, a Nigerian agriculture investment and advisory firm. Ladell has also worked in the investment banking departments of Renaissance Capital (London and Lagos), Credit Suisse (London), J.P. Morgan (New York) and the M&A department of Lucent Technologies (Murray Hill, NJ). Ladell has successfully originated potential investments and advisory mandates with an aggregate value of over $20 billion throughout his career.

Ladell holds a B.A. in Economics with a Minor in Business Administration from the University of North Carolina at Chapel Hill (Morehead Scholar) and an MBA from the Harvard Business School. He serves on the Board of Directors of Daraju Industries Limited and is a former Director of both Beloxxi Industries Limited and Dolce M8 Holdco (Mauritius). Ladell is the current Treasurer of the Harvard Business School African American Alumni Association and the previous Vice President of the Harvard Business School Association of Nigeria. Ladell enjoys running and has completed seven marathons and one ultramarathon. He was the inaugural Social Chair of the Road Warriors Fitness Club.


Mark Robyn

City, County, and State Responses to COVID-19
Monday November 9 3:30 - 4:45 PM

Senior Officer, Fiscal and Economic Policy
Pew Charitable Trusts

Mark Robyn is a senior officer with The Pew Charitable Trusts’ state fiscal health project. He works on a range of issues including economic development tax incentive evaluation, state budget policy, and regulatory policy. Mark’s previous work at Pew includes research on the intersection of federal and state tax policy, and state conformity to federal tax law. He holds a BS in applied mathematics from Geneva College and an MA in economics from George Mason University.


David Rogers

Rapid Response Strategies for Supporting Small Businesses
Thursday November 12 1:10 - 2:10 PM

Member
Frost Brown Todd LLC

David is a senior partner in the Columbus office of Frost Brown Todd LLC, a 500-lawyer firm located in 8 states, and is a member of its Public and Project Finance service team. His practice focuses on public finance, project finance, healthcare finance, structured finance, public-private partnerships (P3’s), alternative and advanced energy finance, and economic development.

As an Infrastructure Finance Expert he serves as bond counsel, structuring counsel, underwriter's counsel, developer's counsel or purchaser's counsel for both taxable and tax-exempt project financings, including public infrastructure, economic development and facilities finance for advanced energy, shopping centers, office buildings, stadiums, arenas and hotel facilities; as bond counsel, disclosure counsel and underwriter's counsel for both tax-exempt and taxable bonds and bond fund programs, including energy, housing, IDB, hospital, 501(c)(3), education and traditional issues, including P3’s and incentive programs for Ohio port authorities; and related taxable capital lease bond issues, credit tenant leases, securitizations, secondary market transactions and governmental synthetic leases. He acted as counsel to Queensland Investment Corporation, the lessee from The Ohio State University of all parking system assets in the OSU P3. He also acted as special real estate counsel to the county and placement agent's counsel for multiple bond issues financing the $275 million Ernst & Young Tower Cleveland Flats project; and he led the teams drafting the PACE (Property Assessed Clean Energy) statutes in Ohio and Kentucky, closing multiple projects thereunder.

David is also the President of the FBT Project Finance Advisors LLC consulting group, an affiliate of Frost Brown Todd and a registered municipal advisor with the SEC and MSRB. David and the members of his FBT Project Finance Advisors team have worked on project finance solutions for delivery and implementation of hundreds of infrastructure projects. They have over 75 years experience consulting on public and project finance projects, including design-build and DBFOM (design build finance operate and maintain) public-private partnerships utilizing availability payments, tolls, at-risk and other innovative delivery methods. He uses a comprehensive team approach in this work, helping clients from the earliest stages of each project through financing, construction, and project administration. He focuses on consulting governmental units and the private sector in the areas of infrastructure finance, economic development and redevelopment, real estate finance, healthcare finance, and public-private partnerships.


Allison Rowland

Long-term Recovery Solutions for Community Development
Thursday November 12 2:10 - 3:10 PM

Manager, Research & Technical Assistance
Council of Development Finance Agencies

As Manager of Research and Technical Assistance for the Council of Development Finance Agencies (CDFA), Allison oversees all of CDFA’s food systems finance work, including the W.K. Kellogg Foundation-funded initiative to “define the food system asset class” to advance opportunities and leverage existing financing streams to scale local and regional food systems by increasing access to healthy foods and creating new living wage jobs in communities across the country. Throughout this work, Allison has collaborated with hundreds of stakeholders and co-authored the CDFA Food Finance White Paper Series. Allison also is working alongside five food system pilot projects across the country, leads the Food Systems Finance Advisory Council, and is initiating a variety of technical assistance projects to help position communities, their resources, and their financial products to support equitable, local food economies.

Allison also researches financing tools for the energy sector and economic development tools for Native American communities. She also produces several monthly newsletters and manages various webinar series.

Allison is a graduate of The Ohio State University where she received a Bachelor’s Degree in City and Regional Planning with a focus on sustainable community and economic development.


Marquita Russel

State of the Pandemic Economy
Monday November 9 1:10 - 2:00 PM

Chief Executive Officer
New Mexico Finance Authority

Marquita Russel has more than 30 years of experience in development finance, the last 20 of which with the New Mexico Finance Authority where she was named CEO in December 2019. In her prior role at NMFA, Marquita oversaw the all programmatic and transactional activity for NMFA’s water funding programs as well as the programs for economic and community development, including the successful implementation of the New Markets Tax Credit program. Prior to NMFA, Marquita spent 10 years at the Illinois Development Finance Authority, where she held the positions of Marketing Director and Senior Program Administrator.


Jenny Ryan

Long-term Recovery Solutions for Community Development
Thursday November 12 2:10 - 3:10 PM

Senior Project Manager
Peckham Guyton Albers & Viets, Inc.

Jenny Ryan, Senior Project Manager at PGAV, has nearly 20 years of experience in community building. In 2018 Jenny was honored by the St. Louis Metro Section of the American Planning Association with the Community Planning Champion Award. The award recognizes her distinguished leadership and exceptional efforts to advance communities, places, and people. Her favorite part of community development is finding ways in which local food projects and initiatives can revitalize lives and livelihoods in food-insecure neighborhoods.

A successful food entrepreneur, Jenny co-founded the largest “growers only” farmers’ market in St. Louis (the Tower Grove Farmers’ Market) and partnered on Local Harvest Grocery, an independent organic neighborhood grocery store in St. Louis. She is passionate about the positive impacts that local food systems create for the grower, consumer, and local economy.

Jenny also serves as Board President for the Community Builders Network (CBN), a network of community development corporations, banks, philanthropic organizations, and government agencies focused on community development in the St. Louis area.


David Safer

State of the Capital Markets
Tuesday November 10 1:10 - 2:00 PM

Managing Director
U.S. Bank


David Safer joined U.S. Bank National Association in 2016 and is responsible for business development activities in the States of New York, New Jersey, Eastern Pennsylvania and the Commonwealth of Puerto Rico. Prior to that, David spent 10 years at The Bank of New York Mellon in a similar capacity. Mr. Safer joined Manufacturers Hanover Trust in 1989 and through acquisitions, spent time with Chemical Bank, Chase Manhattan Bank and JP Morgan Chase. Mr. Safer held various positions including Regional Manager for the West and Northeast Regions of the Relationship Management Team, Team Leader of JPMorgan Chase’s Institutional Trust, Deal Services Negotiation Team, and Team Leader on the International & Project Finance Team, responsible for sovereign, corporate and municipal clients primarily located in the Asian, African and North American regions with a concentration in Power and Mining Project Finance transactions. David received his B.S. degree in Business Economics and Finance from the State University of New York at Oneonta.


Aaron Seybert

The Road to COVID Recovery - Moving Forward
Friday November 13 2:00 - 3:00 PM

Social Investment Officer
The Kresge Foundation

Aaron Seybert is a social investment officer at The Kresge Foundation. He supports the Social Investment Practice and the Detroit Program at Kresge. He joined the foundation in 2016.  Previously, he served as executive director at JPMorgan Chase Bank, where he was involved with community development banking focused on New Markets Tax Credits and Historic Tax Credit investing.
He started his career in impact investing at Cinnaire (formerly the Great Lakes Capital Fund) addressing affordable housing, and previously worked with Legal Aid of Central Michigan. He has served on the board of directors for the Michigan Magnet Fund, Lake Trust Credit Union and the Core Cities Strategic Fund advisory board.
A native of Michigan, Aaron earned a bachelor in business administration in corporate finance and accounting from Central Michigan University in Mt. Pleasant, Mich., and a juris doctorate from the Michigan State University College of Law.


Eric Silva

First Take - The View from Capitol Hill
Friday November 13 1:10 - 2:00 PM

Principal
North South Government Strategies

Eric Silva serves as CDFA's Legislative Representative in Washington, DC. Eric has been an instrumental part of CDFA's legislative workings.

Eric Silva is a founding partner at NSGS. He began his career in Washington as a Fellow with the Congressional Hunger Center and the Corporation For Enterprise Development before serving as an aide to Senator James Jeffords (I-VT) and the Senate Environment and Public Works Committee. Prior to founding NSGS, Eric practiced law for more than eight years in the Government and Regulatory Affairs group of Winston & Strawn LLP, a major international law firm.

Mr. Silva has significant experience in a number of policy areas, including tax, agriculture, financial services, health care, energy and the environment, and trade. Mr. Silva has successfully advocated for client interests on some of the most significant legislation of the past decade, including the Dodd-Frank Wall Street Reform Act, the Affordable Care Act, the American Recovery and Reinvestment Act, and the 2008 and 2012 Farm Bills.

While practicing law, Mr. Silva served as legal counsel to clients on matters related to the Federal Election Campaign Act, the Lobbying Disclosure Act and congressional and executive branch ethics rules. He also served as in-house counsel to a major law firm Political Action Committee.

Mr. Silva received a B.A. from Boston College and a J.D. from the University of Notre Dame Law School. While at Boston College, he was a member of the University President’s Council on Student Formation and the recipient of the Congressman John Joseph Moakley Award for International Service. In law school, he competed on the Notre Dame International Moot Court Team and represented clients pro bono on a variety of matters through the Notre Dame Legal Aid Clinic.

Eric proudly serves as a Board Director for the Congressional Hunger Center, Boston College Alumni Association, and the Belfast Beltway Boxing Project.


Ira Weinstein

Advancing Education and Child Development in Opportunity Zones
Wednesday November 11 2:00 - 3:00 PM

Principal
CohnReznick LLP

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.


Jennifer Wilhelm

Investing in Equity (the Social Kind)
Thursday November 12 3:30 - 4:45 PM

Assistant Director, Center for Innovation & Entrepreneurship
Urban Redevelopment Authority of Pittsburgh

Jennifer Wilhelm directs the Urban Redevelopment Authority of Pittsburgh’s (URA) Commercial Lending and Investment division. Deploying more than $7M in direct lending a year, the division provides critical capital for emerging and growing businesses across the City of Pittsburgh, focusing particularly on entrepreneurs from underserved populations. Under Jennifer’s management, the URA has grown lending across all segments, including tripling technology-based investing over a two year period and launching a micro enterprise lending program that in the last two years has deployed more than $2M to emerging women and minority led companies.

Jennifer has more than 13 years of experience in program development and execution, partnership building, strategy development, project management, and policy analysis across nonprofit, for-profit, and government sectors. Prior to the Urban Redevelopment Authority, Jennifer worked in government and healthcare strategy consulting executing large scale technology transformations for state governments.

Jennifer serves as Chairperson of the Board of Directors for Invest PGH, the URA’s emerging CDFI, and as a member of the advisory council for Kiva Pittsburgh and the Sister Cities Association of Pittsburgh. Jennifer holds a Master of Science degree in Public Policy and Management from Carnegie Mellon University and a Bachelor of Arts degree in International Studies from Baldwin-Wallace University.


Anita Yadavalli Ph.D

City, County, and State Responses to COVID-19
Monday November 9 3:30 - 4:45 PM

Program Director, City Fiscal Policy
National League of Cities

Anita Yadavalli is the Program Director of City Fiscal Policy at NLC. Anita leads NLC’s Public Sector Retirement initiative, with a focus on research and education for city leaders on retiree healthcare benefits, as well as research and programming on other city fiscal policy issues. Anita holds a Ph.D. in Agricultural Economics from Purdue University, an M.S. in Food and Business Economics from Rutgers University, and a B.S. in Environmental and Business Economics from Rutgers University.