Technical Assistance


Jesse Bausch

Exploring 501c3 Bond Finance for Nonprofit Organizations
Tuesday March 21 2:00 - 3:00 PM

Attorney, Shareholder/ Principal
Sands Anderson P.C

Jesse Bausch focuses his practice on public finance with an emphasis in the areas of traditional
municipal bond issuance, securities law, and state and local government law. As a steadfast legal
ally, he will work intelligently and efficiently to help protect your legal goals, so you come out

Jesse’s principled legal talents equip him to represent issuers in financing through a wide range of projects.
From addressing water and wastewater facilities to schools and court facilities, and beyond, he supports
each legal step with forethought into his client’s unique needs and goals.

Jesse understands the challenges of properly ensuring the public infrastructure required to
support retail, commercial and residential development, as well as multifamily or low-income
housing transactions. He is very detail-oriented and serves as a thoroughly reliable guide through
complicated underwriting, bonding and development matters.

In his spare time, Jesse is also an award-winning comic book writer and screenwriter. His critically
acclaimed comic book, Strange Detective Tales, has been optioned for development into a
possible animated series or feature film.

Chris Burnham

Forecasting the Bond Market
Tuesday January 17 2:00 - 3:00 PM

Development Finance Authority of Summit County

The first President of the Development Finance Authority of Summit County (DFA) since 2000, Chris Burnham has guided and financed numerous development and redevelopment projects in greater Akron and Northeast Ohio. Chris has been instrumental in building DFA into one of the most active economic development financing agencies in the State of Ohio. The Council of Development Finance Agencies has recognized DFA as one of the 15 highest performing development finance agencies in the nation. During his tenure, the DFA has issued over $1.5 billion in economic development bonds, leveraging over $1.7 billion in investment to support community and economic development activity in the region. In 2011, DFA created the Development Fund of the Western Reserve (DFWR) to be eligible for New Markets Tax Credits and has since allocated over $110million federal NMTC plus $21 million Ohio NMTC. These projects enabled the DFA & DFWR to directly or indirectly be associated with the retention and creation of 32,981 jobs, including thousands of construction jobs. Chris was a lead member of the team that retained the Goodyear Headquarters and Bridgestone Research and Development Center in Akron, along with the 4,000+ local jobs tied to those companies.

Chris is an innovator, guiding DFA and DFWR to finance 145 projects in seventeen Ohio counties. In 2003, DFA established the Jobs & Investment Bond Fund Program, one of only five rated (Standard & Poor’s; A-) bond fund programs in Ohio. Recently, Chris has led the effort to create and capitalize several mission driven lending programs through the Western Reserve Community Fund, a Community Development Financial Institution (CDFI) staffed and supported by DFA, that is focused on providing capital in economically distressed areas and disadvantaged areas in Northeast Ohio.

Chris has been and continues to be involved with numerous local community organizations.

Educational Background: BA in Education, MA in Urban Studies, The University of Akron.

Oreste Casciaro

Financing Charter Schools Through Bond Finance and P3
Tuesday May 16 2:00 - 3:00 PM

Bond Rating Agency Trends
Tuesday August 8 2:00 - 3:00 PM

The Latest in Cannabis Finance
Tuesday November 21 2:00 - 3:00 PM

Vice President | Relationship Management
The Bank of New York Mellon

Oreste has over 20 years’ experience in the financial services industry. He is a senior relationship manager at BNY Mellon’s Corporate Trust Public Finance group, covering the North East region, primarily supporting the largest municipal issuers in New York City and New York State. Oreste began his career at a New York Stock Exchange specialist-trading firm during which he obtained his BBA and MBA in Finance.

Seth Crone

P3 Financing Approaches for Broadband Infrastructure
Tuesday February 21 2:00 - 3:00 PM

Best Practices and Strategies for Housing Finance
Tuesday September 19 2:00 - 3:00 PM

Financing Water Infrastructure Projects
Tuesday October 17 2:00 - 3:00 PM

Vice President, Relationship Management
The Bank of New York Mellon

A senior relationship manager with BNY Mellon in Houston covering municipal and nonprofit clients, Seth started in corporate trust in 2003 at JPMorgan, following careers in public finance (healthcare and higher education) from 1987 to 2003 and public accounting (audit, tax, and management consulting) from 1978 to 1987. His experience with municipal bond and project finance began in 1982 as a feasibility consultant at Peat Marwick. A holder of the CFA charter and a CPA license, Seth is a Fellow with the HFMA and has been a Diplomate in the ACHE. Appointed to the board of the Teacher Retirement System of Texas, Seth received his MBA from New York University and his BA from Amherst College.

Tammy Davis

Exploring 501c3 Bond Finance for Nonprofit Organizations
Tuesday March 21 2:00 - 3:00 PM

Driving Investment in Main Street Redevelopment
Tuesday July 18 2:00 - 3:00 PM

Senior Relationship Manager, V.P.
The Bank of New York Mellon

Tammy is currently a Senior Relationship Manager in Corporate Trust for The Bank of New York Mellon Trust Company. Based in the Detroit office, she manages trustee, paying agent and escrow services for a portfolio of healthcare, higher education, state/ local government and housing clients. She has experience with a very diverse mix of corporate trust products and bond financing structures. Previous to her current business development role, Tammy was a Team Leader managing several administrators with responsibility for managing overall client relationships, reviewing documents associated with bond financings, ensuring accounts are properly established on all systems and, performing day to day administrative duties such a investments, cash movement, compliance monitoring, and debt service processing for numerous relationships. Tammy joined the public finance corporate trust industry in 1996 through heritage organizations and has over 26 years of total banking experience. She has a Bachelor’s in Accounting and a Master’s in Finance.

John Fletcher

P3 Financing Approaches for Broadband Infrastructure
Tuesday February 21 2:00 - 3:00 PM

Of Counsel
Kutak Rock LLP

John is an accomplished general counsel and business advisor with a strong background in complex business transactions, mergers & acquisitions, capital formation, executive employment agreements, and contingency management. He rejoined Kutak Rock in 2018 after serving as Executive Vice President, Chief Human Resources & Legal Officer at Windstream Communications, a Fortune 500 telecommunications firm. In private practice, John has represented a wide range of clients in telecommunication matters including traditional telecommunication carriers, cable companies, electric cooperatives, municipal electric utilities, and other local governmental entities. John has extensive experience drafting and negotiating telecommunication infrastructure agreements including indefeasible rights to use, pole attachment agreements, conduit licenses, and franchises and licenses issued by governmental entities.

John received his J.D. from the Southern Methodist University Law School and a B.A. in Economics from Duke University. He practices in the Little Rock, AR office of Kutak Rock.

John Hallacy III

Forecasting the Bond Market
Tuesday January 17 2:00 - 3:00 PM

John Hallacy Consulting LLC

John Hallacy is a contributing editor at The Bond Buyer following a long tenure in the municipal business, predominantly as head of municipal research for Bank of America Merrill Lynch. John has also spent time as an analyst and manager at S&P Global, underwriter and marketer at four bond insurance companies, and has served as the head of MAGNY and president of the Society of Municipal Analysts.

Jennifer Kanalos

Utilizing TIF with Brownfield Redevelopment Projects
Tuesday April 18 2:00 - 3:00 PM

Director of Brownfield Redevelopment
Detroit Economic Growth Corporation

Since 2006, Jennifer Kanalos has worked at the Detroit Economic Growth Corporation (DEGC), a private, non-profit corporation established in 1978 devoted exclusively to supporting Detroit’s economic development initiatives. Ms. Kanalos is currently the Director of Board Administration at the DEGC for all of the public Economic Development Authorities including the Downtown Development Authority, the Economic Development Authority, the Corridor Improvement Authority, the Local Development Finance Authority, the Detroit Next Michigan Development Corporation and the Detroit Brownfield Redevelopment Authority. Ms. Kanalos’ work with the Detroit Brownfield Redevelopment Authority has resulted in the approval of over 100 brownfield plans in the City of Detroit, including the brownfield plan for the Orleans Landing project, representing over $5B of investment to Detroit.

Fariba Khoie

Exploring 501c3 Bond Finance for Nonprofit Organizations
Tuesday March 21 2:00 - 3:00 PM

Bond Finance Manager

Fariba Khoie is the Bond Financing Program Manager at California Infrastructure and Economic Development Bank (IBank). She joined IBank in 2014. Fariba is responsible for IBank conduit bonds sales, including Industrial Development Bonds, Exempt Facility Bonds, 501 (c) (3) Bonds, Public Agency Revenue Bonds, and Infrastructure State Revenue Fund Bonds. In addition, she manages continuing disclosure reports; reviews and monitors tax arbitrage reports and prepares annual surveillance reports to rating agencies.
Fariba brings vast experience to IBank from the State Treasurer’s Office where she served as a Treasury Program Manager. While there, she managed various municipal bonds sales, including Economic Recovery Bonds, General Obligation and Revenue Bonds for the Department of Veterans Affairs and Public Works Board. Fariba also managed Pooled Money Investment Account loans and Guaranteed Investment Agreements among other responsibilities. Before that, Fariba worked at the Department of Water Resources Power Bonds and SWAPS Portfolio and at the Department of Transportation performing various accounting and fiscal duties. Fariba also has a wealth of experience in banking, and financial analysis.
Fariba holds an MBA Degree in Finance from California State University Sacramento as well as a Bachelor’s of Science Degree in Statistics from Shiraz University in Iran. She is a member of National Federation of Municipal Analysts.

Seth Kirshenberg

P3 Financing Approaches for Broadband Infrastructure
Tuesday February 21 2:00 - 3:00 PM

Kutak Rock LLP

Seth Kirshenberg is a Partner at Kutak Rock LLP and has worked on the financing and structuring of over $20 billion in public private partnership (P3) transactions and has worked on some of the largest federal real estate transactions in the United States. He has over 30 years of experience as a transactional lawyer structuring, negotiating, documenting and closing large, complex transactions for federal agencies, states, municipalities, universities, financial entities, investors, developers, contractors, and utilities. Mr. Kirshenberg’s unique practice requires him to work on all phases of projects including procurement, design and construction, financing, management and operation, work-outs, legislative authority development, federal agency rulemaking and policy development, budgetary scoring, environment and historic analysis and everything in between.
Seth has been the Vice-Chair to the American Bar Association Privatization, Outsourcing and Financing Transactions Committee and serves on the Executive Board of the Council of Development Finance Agencies.  He has served on several DOE, DOD, EPA and other federal agency advisory boards and non-profit policy committees on real estate, environmental cleanup and energy issues. He has authored and co-authored several books, papers and guides on P3s, energy development, military base closure, the redevelopment of DOE and DOD facilities, brownfields redevelopment, and environmental cleanup. He regularly speaks at national conferences on P3s, energy financing, energy transaction structures, real estate, and financing issues, and has published numerous articles on redeveloping federal facilities.  Seth also serves as the Executive Director of Energy Communities Alliance.

Lindsay Miller

P3 Financing Approaches for Broadband Infrastructure
Tuesday February 21 2:00 - 3:00 PM

Lit Communities

Lindsay Miller leads Lit Communities’ collaboration with local governments and stakeholders as they seek to understand their unique local broadband landscapes and foster public-private partnerships for broadband network deployment and expansion. 
As President of Lit Consulting, Lindsay is responsible for ensuring that all community projects meet Lit’s high standards for quality and timeliness. Lindsay has extensive experience in the fast-growing community broadband space, including engagements with local, regional, and state clients across urban, rural, and suburban markets. 
Lindsay joined Lit Communities from the Columbus, Ohio, office of law firm Ice Miller LLP, where she had been a Partner and Vice Chair of the firm’s Government Law Group. She also formerly served as Executive Director of Connect Ohio, and Broadband Research and Planning Counsel for its parent nonprofit, Connected Nation.
She holds a law degree and master’s degree in public policy and management from The Ohio State University and a bachelor’s degree in psychology from the University of Kentucky. 

David Misky

Utilizing TIF with Brownfield Redevelopment Projects
Tuesday April 18 2:00 - 3:00 PM

Assistant Executive Director
City of Milwaukee

Dave Misky is the Assistant Executive Director of the Redevelopment Authority of the City of Milwaukee, an independent corporation of City government which has a mission to eliminate blighting conditions that inhibit neighborhood reinvestment, to foster and promote business expansion and job creation, and to facilitate new business and housing development. He has 25 years of diversified experience in real estate and economic development with a strong focus on creative financing and environmental issues. He currently oversees the City of Milwaukee’s Real Estate programs including residential and commercial foreclosures, City-developed industrial developments, and Brownfield redevelopment. Dave and his team manage all sizes of developments from small vacant residential lots to vast economic drivers that address development plans, zoning changes, gap financing, stormwater management, and environmental aspects of remediation and sustainability. These projects include major developments along each of the three rivers of the City of Milwaukee and Lake Michigan. Dave holds a Bachelor of Science degree in Biological Sciences from the University of Wisconsin-Milwaukee and a Master of Science degree in Water Resources Management from the University of Wisconsin-Madison.

Troy Pitman

Forecasting the Bond Market
Tuesday January 17 2:00 - 3:00 PM

Utilizing TIF with Brownfield Redevelopment Projects
Tuesday April 18 2:00 - 3:00 PM

Vice President, Relationship Manager
The Bank of New York Mellon

Troy Pitman joined BNY Mellon in 2007 as a Corporate Trust Administrator in BNY’s Seattle office. A promotion to Client Service Manager prompted a moved to Denver in 2010 and in 2015, he shifted focus from a client service to business development role where he currently serves municipal clients as a Relationship Manager in the public/not-for-profit segment.
Troy has extensive experience managing a wide variety of debt issuances, escrows and custody/safekeeping relationships and has enjoyed working with a broad range of clients including those in healthcare, housing, higher ed, transportation and all levels of state and local governments. He is also heavily involved in BNY Mellon’s market-leading efforts in the Property Assessed Clean Energy “PACE” Bond space.
Troy is a recipient of BNY Mellon’s prestigious Above and Beyond Award, recognizing
individuals whose commitment to our company’s values of Client Focus, Trust, Teamwork and
Outperformance, greatly exceeds expectations.
Troy earned a B.A., Business Administration degree from the University of Washington and currently resides in Northeast Denver with his wife and two young children.

Daniel Siegel

Exploring 501c3 Bond Finance for Nonprofit Organizations
Tuesday March 21 2:00 - 3:00 PM

Attorney, Principal
Sands Anderson P.C.

Dan Siegel is founder of the Sands Anderson's Government practice group, the largest and most experienced governmental law practice group in the Commonwealth. Dan principally serves as bond counsel but also serves as county attorney for a number of counties and as counsel to special authorities throughout Virginia. In his more than 30 years of law practice, he has developed a keen understanding of the wide variety of legal issues affecting governments.

Some of these include such issues as special tax districts, economic development, non-profit financing and municipal finance.

Dan has served as bond counsel in over 1,500 tax-exempt financings totaling over $4 billion for economic development, utilities, healthcare, housing, traditional governmental, non-profit, university and other educational facilities He has also represented underwriters, banks, authorities, cities, towns, counties, school districts and private users in financings. His broad understanding of the problems facing governments makes his involvement in financings especially unique.

Dan is the author of the Virginia Small Business Financing Act, which created a statewide issuer for Virginia economic development needs. As the initial bond counsel to the Virginia Small Business Financing Authority, Dan worked on hundreds of economic development financings and structured the nation's first multi-jurisdictional umbrella bond financing.

He authored Chapters on "Borrowing" and "Budget" for the 7th Edition of the Virginia County Supervisors Manual. He has authored a chapter in the Handbook of Virginia Local Government Law on "Special Assessments and Taxing Districts in Virginia" and co-authored an article entitled "Basics of Infrastructure Finance in Virginia" and an article entitled "Nuances of Real Estate Acquisitions and Conveyances by Local Governments" each published in the Journal of Local Government Law.

Dan lectures frequently on topics ranging from Special Tax Districts in Virginia, Infrastructure Financing, and Economic Development to Legal Ethics for Land Use Lawyers.

Patricia M Trlak

Advancing Equitable Economic Development with Affordable Housing
Tuesday June 20 2:00 - 3:00 PM

Financing Childcare Facilities with Bonds
Tuesday December 19 2:00 - 3:00 PM

Vice President | Relationship Management
The Bank of New York Mellon

Patricia is a Relationship Manager in the Public-Not-For-Profit sector at BNY Mellon. She has over 30 years of Corporate Trust experience managing a wide variety of municipal and corporate debt issues with a primary focus on serving public sector clients. Patricia began her career in Corporate Trust at Sun Bank in Orlando, Florida. She transferred to Trust Company Bank in Atlanta, Georgia as a Corporate Trust Operations Manager, and eventually made her way to Chicago, Illinois, where she has continued her career in Corporate Trust. Patricia is a graduate of Florida State University where she earned a Bachelor of Science Degree in Economics.

CDFA National Sponsors

  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • Cirrus Secure
  • CohnReznick
  • Frost Brown Todd LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • National Development Council
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
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