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
ahead.

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

President
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.

Jason Chamlee

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

VP of Mixed Use
The Model Group

Jason Chamlee joined The Model Group in 2015 and leads the company’s market rate development projects in Ohio, Kentucky, and Indiana. While at the Model Group, he has developed over $300M of urban, mixed-use projects in Cincinnati communities such as Pendleton, Walnut Hills, and the Findlay Market area of Over-the-Rhine, as well as communities in downtown Fort Wayne, Indiana and Van Wert, Ohio. Jason specializes in complex financing structures that utilize programs such as New Markets Tax Credits, Historic Tax Credits, Opportunity Zones, and Tax Increment Financing.

Mr. Chamlee holds a BA in History from Miami University and a Masters of Community Planning from the University of Cincinnati. Jason lives with his family in Pleasant Ridge, where he is the President of the Pleasant Ridge Development Corporation and a member of the Local School Decision Making Committee at Pleasant Ridge Montessori.

Debbie Clabo

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

Director of Tax
Tennessee Department of Economic and Community Development

Ms. Debbie Clabo graduated from Austin Peay State University in 1993 with a Bachelor’s degree in Business Administration, a major in Accounting, and an Associate’s degree in Applied Sciences with a focus on Computer Accounting. Ms. Clabo continued her education at Tennessee State University.

Ms. Clabo first came to work for the State of Tennessee in the Tennessee Department of Revenue, where she worked in various positions for 16 1/2 years, with the last six years as a liaison with the Tennessee Department of Economic and Community Development. In January 2008, Ms. Clabo left State Government to work for four years with a local CPA firm in the Nashville Area, specializing in State and Local taxes and economic development incentives.

In March 2012, Ms. Clabo rejoined State Government in the Tennessee Department of Economic and Community Development to serve as their Director of Tax, where she currently works as liaison to the Tennessee Department of Revenue. In this role, Ms. Clabo works extensively with both existing industries and new businesses coming to the State of Tennessee by assisting with tax questions, registration, and both general and unique tax issues that arise over the course of doing business. Ms. Clabo is from Dickson, Tennessee where she has lived her whole life. She enjoys spending time with her husband Jimmy, three girls and eight grandbabies. She also enjoys camping, cooking, and spending time four dogs on their property.

David Clower

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

Executive Vice President
Raza Development Fund, Inc.

David G. Clower, RDF’s Executive Vice President for Strategic Investments, previously served as RDF’s Chief Investment Officer and its Chief Credit Officer. He joined in 2010 with over 20 years of commercial and investment banking experience across commercial real estate, venture-debt, private equity, alternative and socially responsible, impact investment platforms. In his current role, David is responsible for concepting new strategic initiatives; and designing, vetting, and commercializing innovative and scalable community development financial products and services including the establishment of a mission-driven, third-party asset management platform.

Mr. Clower currently serves as the Vice Chair of the National Trust Community Investment Corporation (“NTCIC”); Chair of its Audit, Finance & Risk Committee; and Member of its Investment Committee. He also serves as Chairman of the Community Development Advisory Board for Quontic Bank, New York-based, CDFI depository and as Vice Chair of the Phoenix Conservatory of Music’s Board of Directors. Mr. Clower previously served as an Executive Committee Member of the New Markets Tax Credit Coalition’s Board of Directors, the Bank of America Merrill Lynch Community Advisory Board, and the Association of Latino Professionals for America – Phoenix Chapter Corporate Advisory Board.

He is a multi-national with dual citizenship in the United States and México. He studied Applied Economics at the University of San Francisco; Commercial Real Estate Finance at the Massachusetts Institute of Technology; and Strategic Business Leadership at the University of Chicago Booth School of Business.

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

Senior 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.

Hannah Davis

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

Development Manager
City of Florence

Hannah L. Davis is the Development Manager for the City of Florence, responsible for overseeing the Downtown Florence Main Street Program, a quasi-public preservation-based economic development partnership between the City of Florence and Florence Downtown Development Corp. Within that program, she is responsible for stewarding the downtown master plan, management and execution of downtown events and initiatives, administration of grant programs, collection and interpretation of data, development of marketing and promotional materials, and assisting downtown-area small businesses through support and training programs and resource connection. She’s worked in the Main Street field for seven years and was previously involved in non-profit management and arts administration. She holds a B.A. in Historic Preservation and Community Planning from the College of Charleston, is a certified Tourism Marketing Professional through the Southeast Tourism Society and holds the National Development Council (NDC)’s Historic Real Estate Development Finance Professional certification. She is a graduate of the Jekyll Island Management Institute (2014), the Francis Marion University Non-profit Leadership Institute (2014), Leadership Florence (2019), and the SC Economic Development Institute (2021). She is currently pursuing Main Street America’s Revitalization Professional credential (MSARP). In her spare time, Hannah volunteers as a trainer and K-9 handler for law enforcement agencies statewide with her human remains detection K-9s, and volunteers with Martin Archaeology Consulting working throughout the Southeast on various community historic preservation and archaeological human remains survey projects.

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

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

Senior Vice President, Senior Relationship Management
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 Midwest, she manages trustee, paying agent and escrow services for a portfolio of healthcare, higher education, state/ local government and housing clients. She has sales and business development responsibilities over 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 30 years of total banking experience. She has a Bachelor’s in Accounting and a Master’s in Finance.

Mary Fasano

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

Underwriter – WIFIA Program
U.S. Environmental Protection Agency

Mary Fasano is an Underwriter for the WIFIA Program in the Office of Water at the U.S. Environmental Protection Agency, joining the team in 2020. Prior to WIFIA, Mary worked in the commercial banking industry underwriting tax-exempt bond deals for non-profit organizations. Mary has also worked in the community development finance industry where she structured complex capital transactions to finance economic development projects utilizing tax exempt financing, and a variety of tax credits. Mary received her B.A. Degree from St. Michael’s College and her graduate degree in Community Economic Development from Southern New Hampshire University.

Kate Ferguson

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

Director of Multifamily Housing
California Housing Finance Agency

Kate Ferguson is the director of multifamily programs at the California Housing Finance Agency. She leads a division that used $930 million in lending and bond issuance to create and preserve 3,500 of units of affordable housing last year alone and saw its flagship Mixed-Income Program earn a National Council of State Housing Agencies award for program excellence. Ms. Ferguson has experience that spans the multifamily housing landscape including previous roles with BBVA Compass’ Affordable Housing Division in Denver, U.S. Bank, Bank of America, Mercy Housing and more, giving her expertise in the areas of affordable housing, risk management and commercial real estate finance, among other areas. She earned a master’s degree from Thunderbird School of Global Management.

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.

Kristine Flynn

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

Partner
Hawkins Delafield & Wood LLP

Kristi serves as bond counsel, underwriters’ counsel and borrower’s counsel in connection with municipal general obligation financings, and health care, educational and cultural facility financings nationwide.
Kristi has over 25 years of experience serving as bond counsel, underwriters’ counsel and borrower’s counsel in connection with health care, educational and cultural facility financings of varied types, sizes and structures throughout the country.
Kristi also serves as bond counsel to several municipal issuers in connection with the full range of municipal financing activities, including general obligation financings, certificates of participation, public offerings and direct placements, lease purchases and revenue-backed financings.
Kristi’s clients range in size and scope from large, national health care systems, leading higher education institutions and preparatory schools throughout the country, to community hospitals, local health and social service providers, cultural organizations and municipalities.

John Hallacy III

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

President
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.

David Handler

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

Partner
Hawkins Delafield & Wood LLP

Dave primarily serves as bond counsel, underwriters’ counsel and borrower’s counsel in connection with revenue bond financings for hospitals, nursing homes, assisted living facilities, retirement communities, colleges, universities, preparatory schools and cultural institutions.
Dave primarily serves as bond counsel, underwriter's counsel and borrower’s counsel in connection with revenue bond financings for hospitals and other health care institutions, nursing homes and continuing care retirement communities, colleges and universities, preparatory schools, charitable foundations and cultural institutions.
Throughout his career, Dave has represented various state-wide and local issuers of tax-exempt bonds, a multitude of not-for-profit corporations (primarily in the arenas of healthcare, senior living and higher education) and most national and regional public finance investment banking firms throughout the United States.  With a focus on conduit borrower bond financings, Dave enjoys navigating clients through all phases of public offerings and private placement transactions from deal inception to post-issuance compliance.
Dave has extensive experience in negotiating and drafting various bond-related documents, including authorizing resolutions, public notices, bond indentures, loan agreements, offering documents, bond purchase agreements, remarketing agreements, continuing disclosure agreements, master trust indentures and other deal specific instruments.  In addition to primary offerings, he often advises clients in connection with interest rate mode conversions, liquidity facility substitutions, derivative transactions, complex refunding issues, document amendments and disclosure matters.

Michael Harlow

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

Partner, Co-Practice Director
CohnReznick LLP

As Managing Partner – Cannabis Industry and Co-Practice Director for the DC Metro Tax Practice for CohnReznick, Michael has more than 19 years of experience in public accounting serving clients in attestation, accounting, and tax advisory roles. He has extensive experience across multiple real estate-related industries including homebuilding, land development, residential management, commercial management, and land engineering. Within the Cannabis industry, Michael advises clients throughout the supply chain ranging from independent operators to vertically integrated operators in the largest legal cannabis markets in the country. He is a nationally recognized and sought-after cannabis and tax thought leader who frequently speaks on webinars and at industry and public policy conferences for organizations such as the Congressional Black Caucus Conference, AICPA, and Cannabis World Congress & Business Exposition. Michael has been quoted in national publications including Forbes, CPA Trendlines, and numerous cannabis industry publications. He has served as a guest lecturer on accounting and tax issues within the cannabis industry for the accounting programs at the University of Maryland and Howard University.

The cannabis practice includes regulatory compliance for audit and tax services, tax structuring and all the advisory services designed to improve the operational effectiveness of many industry participants (plant touching and ancillary companies).

He also serves as a practice leader in the firm’s Hospitality Practice where he works with privately-owned hotel and restaurant companies. Most recently, Michael has taken a lead role in the CohnReznick Cannabis Practice, bringing his existing skill set to this emerging industry. He is a Certified Public Accountant in the state of Maryland.

Michael has been an active member of the BGCGW Metro Board since 2013 and has served as Finance Committee Chair since May of 2015.

Alexandra Himmel

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

Senior Advisor, Child Care
New Jersey Economic Development Authority

Alex (Alexandra) Himmel is the Director, Child Care at the NJ Economic Development Authority (NJEDA) overseeing the organization's child care portfolio including the NJ Child Care Facilities Improvement Program. She is a New Jersey native and returned in February 2021 after spending more than a decade in California at Child360, where she oversaw new program development and strategic initiatives, with a focus on workforce development, quality rating and improvement systems, and other quality initiatives. Prior to that, Alex spent several years as a Director of an early childhood center and has a diverse set of perspectives and experiences in the early childhood space.

David Holmes

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

Associate Director/Education
S&P Global

David Holmes is an Associate Director at S&P Global on the Education team, covering charter schools, independent schools, and community colleges since joining in 2019.

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 currently serves as the Vice President, Board Administration & Government Affairs where she manages the daily operations of the public economic development authorities for the City of Detroit including the Detroit Brownfield Redevelopment Authority. Ms. Kanalos received a Master of Urban Planning from Wayne State University in 2008. Ms. Kanalos is a member of the Council of Development Finance Agencies, Michigan Economic Developers Association and the Urban Land Institute and currently serves as Vice Chair on the Ferndale Brownfield Redevelopment Authority Board of Directors.

Bart Kempf

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

Partner
Bradley Arant Boult Cummings

Bart Kempf practices environmental and economic development law in Bradley’s Nashville and Washington, D.C. offices. His environmental practice includes brownfield redevelopment and transactions; permitting, compliance, and legislative counseling; litigation and environmental citizen suits; and government enforcement actions and administrative proceedings.

He has been ranked by Chambers USA as a leading Tennessee environmental lawyer since 2019. Bart also represents private and public clients negotiating, drafting, and closing economic incentive transactions, including tax increment financings, tax abatements, and economic incentive grants.

Fariba Khoie

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

Bond Finance Manager
IBank

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

Partner
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.

Courtney Mailey

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

Virginia Main Street State Coordinator and Program Manager
Virginia Department of Housing and Community Development

Courtney Mailey is the Program Manager of Virginia’s Main Street America Coordinating Program. In addition to leading the VMS team, Courtney is a passionate small-scale real estate developer, and she has been working in community and economic development for 20+ years. She loves old buildings, fresh ideas and more.

Lindsay Miller

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

Chief Business Officer
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.

Kimberly W. Mooers

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

Executive Director
Rhode Island Health and Educational Building Corporation

Kim joined RIHEBC as the Executive Director in August of 2018. Her public finance career began in 1994, when she became an Analyst in BayBank’s small municipal department in Boston. Since then, she has served in the roles of public finance investment banker, issuer, and municipal advisor, most recently as Senior Vice President and Manager of UniBank Fiscal Advisory Services in central Massachusetts. Kim is a Board member of both Boston Women in Public Finance and the National Association of Health and Educational Facilities Finance Authorities (“NAHEFFA”). In addition, she chairs the Conference Planning Committee for NAHEFFA. Kim earned a Bachelor of Arts degree from Northwestern University, and a Master of Business Administration from Boston College. When she is not hunkered down at her RIHEBC desk, you can find Kim at her local gym teaching fitness classes or spending time with her husband and two kids.

Skye Morse

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

Vice President & Principal
M&S Development LLC

Skye is a Principal and the Investment Director at M&S Development, in which capacity he oversees all capital raising and deployment, asset management, marketing, investor relations, and strategic business initiatives. He brings fifteen years’ experience in financial management, risk analysis, business development, project management and knowledge of risk underwriting, large scale asset management, all aspects of project and construction management, tax equity funding and due diligence. He previously managed a $1billion portfolio of solar energy assets and oversaw more than $700 million in new solar construction.

Denise Olson

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

Assistant Director – Finance
Water Infrastructure and Finance Authority of Arizona

Denise Olson is the Assistant Director of Finance for the Arizona Water Infrastructure Finance Authority (WIFA). Denise, who is the former Chief Financial Officer for the City of Phoenix, has over 30 years of experience in Arizona working in financial planning, accounting, procurement, water and wastewater rates and has been involved with issuing over $10 billion in bonds for large infrastructure projects. With degrees in Economics and Human Resource Management from New Mexico State University and a master’s degree in public administration from Arizona State University. She was honored as a Bond Buyer’s 2020 Trailblazer Women in Public Finance and was a recipient of Phoenix Business Journal’s C-Suite award in 2019. Denise has experience in complex public sector projects related to economic development, public private partnerships and various financing arrangements for infrastructure.

Chris Parrington

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

Chief Legal Officer / General Counsel
Boustead & Company Limited

Since 2014, Christopher has been actively involved in representing businesses and business owners in the hemp and state-legal cannabis industries throughout the U.S. He represents hemp and cannabis clients in matters related to business formation, corporate compliance, regulatory compliance, labor and employment, real estate, financial services, mergers and acquisitions, FDA labeling compliance, due diligence and investments. Christopher has also represented numerous clients in applying for state-issued licenses to operate marijuana cultivation, manufacturing and dispensary businesses. More than half of the states in America have legalized cannabis for medical use, and more than 20% of the states have legalized cannabis for recreational use. Christopher has represented marijuana clients in many of the states that have passed legislation legalizing cannabis (medical or recreational). He understands the complexities and challenges involved in representing startup companies or less established businesses, as is the case for most of the state-legal marijuana industry. Christopher has the knowledge, understanding and experience necessary to advise clients through the myriad challenges navigating state laws and local government rules and regulations, specifically the conflicts between the state laws that have legalized cannabis (whether medical or recreational), and federal law, in which the cultivation, manufacturing, distribution, possession and consumption of cannabis and cannabis-infused products is illegal. He has also represented clients attempting to navigate through the regulatory landscape that resulted from the federal government’s legalization of hemp under the 2018 Farm Bill including continuing hemp operations under the 2014 Farm Bill, creation of compliance policies and procedures under the 2018 Farm Bill, and issues related to the interstate transportation of hemp. Because of his experience in the hemp and state-legal cannabis industries, Christopher has been frequently quoted by Marijuana Business Daily on a variety of marijuana-related topics. He was also quoted by the Los Angeles Daily News with respect to securities offerings in the cannabis industry. In December 2018, Christopher was included on the “250 Cannabis Law Experts” list published by the Databird Research Journal, which recognized 250 individuals “shaping this fast-growing [cannabis] space.” He has been recognized as a Rising Star with Minnesota Super Lawyers since 2007 and is currently teaching a cannabis-law course at Doane University in Nebraska. He is also a frequent contributor to Minnesota Attorney at Law Magazine on topics related to Minnesota’s medical cannabis industry, and has written numerous other articles and made numerous presentations on hemp and cannabis-related topics.

Cory Phelps

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

Vice President
Idaho Housing and Finance Association

Cory Phelps has been with the Idaho Housing and Finance Association (IHFA) for seven years, leading its business finance and economic growth activities, and building its portfolio to an average of $200 million in annual business. Mr. Phelps currently manages a team of 22 in the administration and oversight of Idaho’s Low-Income Housing Tax Credit (LIHTC), HOME loan, Collateral Support (CSP), and Tax-Exempt Bond Financing programs.

As Vice President, Mr. Phelps manages the competitive application process for annual LIHTC awards and all aspects of tax-exempt bond financing for manufacturing, nonprofit, and affordable housing projects. He also coordinates communication with all finance partners, including project developers, investors, underwriters, borrowers and commercial banks. In 2016, he consolidated the Economic Development and Multifamily Housing departments to form the Project Finance business unit.

Previously, Mr. Phelps held finance positions with Zions First National Bank as the Vice President and Commercial Portfolio Manager and Washington Mutual Commercial Bank as a Commercial Banking Officer. Most recently before IHFA, he was with the Eastern Idaho Development Corporation.

Mr. Phelps is currently a Board Chair of Capital Matrix, a SBA 504 lender, and the New Market Tax Credit Advisory Board of MoFi (formerly Montana & Idaho CDC). A graduate of the Greater Pocatello Chamber of Commerce Leadership Pocatello program, he also served on the program’s Board of Directors and as a facilitator. His community involvements include leadership positions with the Southeastern Idaho Community Action Agency, Portneuf Greenway Foundation, Greater Pocatello Chamber of Commerce and the Pocatello Zoological Society. Mr. Phelps earned a Bachelor’s degree of Business Administration in Finance with a minor in Political Science from Idaho State University.

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 Management
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.

John G. Plakorus

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

Senior Research and Development Analyst
Colorado Housing and Finance Authority

John brings more than 25 years of experience in community development and affordable housing. Since 2001, he has been a Senior Research Analyst at the Colorado Housing and Finance Authority. Prior to joining CHFA, he worked for the State of Colorado and the CU Real Estate Center on Smart Growth and growth management issues. John graduated from Metropolitan State University and advanced received a Masters degree in Urban Planning from the University of Colorado.

Jane Ridley

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

Senior Director & Sector Leader
S&P Global Ratings

Jane is a Senior Director and the Local Government Sector Leader in the Americas Public Finance (APF) U.S. Government Group. Prior to her role as a Sector Lead, Jane was the Analytic Manager for the Midwest local government group for nine years. She has been with S&P Global since 2001.

In her role as a Sector Lead, Jane’s scope encompasses the entire U.S. local government market. Her areas of expertise include distressed credits, the impact of federal policy changes on local governments, and how broader economic pressures create credit stress at the local level. During her tenure at S&P Global, Jane has worked with issuers throughout the country and served as the primary analyst for the city of Detroit through its historic bankruptcy. She is a member of S&P Ratings’ North American Credit Conditions Committee, sharing insights and expectations for the U.S. Public Finance market with practice representatives across all asset classes.

Before joining S&P Global, Jane was a Vice President in the Municipal Securities Group at Banc of America Securities, and an analyst at PaineWebber.

Jane is a member of the debt committee for the Government Finance Officers Association. She is also a member of the National Federation of Municipal Analysts and is the founder and president of its regional MARMOT (Municipal Analysts of the Rocky Mountains) chapter.

Jane is a graduate of Northwestern University.

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 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

Senior 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.

Emily Wadhwani

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

Senior Director and Sector Lead
Fitch Ratings

Emily Wadhwani is a senior director in Fitch Ratings’ public finance sector, serving as
analytical lead for the nonprofit higher education group. She is responsible for identifying
and communicating key credit commentary for the higher education sector, leading a team
of higher education and nonprofit credit analysts, developing criteria and rating
methodology, speaking at industry events, and managing a portfolio of rated credits. She
joined Fitch in 2009 as an associate director in the nonprofit healthcare group.

Prior to Fitch, Emily worked in the healthcare industry for over a decade in various roles,
including as a hospitals and health systems strategic master planning consultant, in quality
and performance improvement analytics at the University of Iowa Hospital and Clinics, in
hospital billing as an account receivables manager, and as a hospital-based physician practice
manager.

Emily earned a BS in Health Administration & Policy from Creighton University, and a
Master’s in Healthcare Administration and Master’s in Business Administration from the
University of Iowa. She is board certified in health care management and is a Fellow of the
American College of Healthcare Executives. She is also an active member of Women in
Public Finance, the National Federation of Municipal Analysts, and the Healthcare Financial
Management Association.

Christopher Wienk

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

Managing Director
First Tryon Advisors

Sectors Covered | Charter Schools, Independent Schools, Higher Education, Non-Profit Years in Public Finance | 23 Joined First Tryon Advisors | 1999 (formerly Wye River Group)

Chris Wienk has over 20 years of experience providing financial advisory services for a wide range of non profit clients including hundreds of K-12 charter and independent schools located throughout the United States. He assist clients with debt capacity analysis, credit rating assessments, and the development and implementation of finance plans featuring a variety of financing techniques. Chris joined Wye River Group in 1999 and helped to grow the firm’s financial advisory practice until its acquisition by First Tryon Advisors in 2021. Chris manages First Tryon’s offices in Annapolis, Maryland and leads the firm’s K-12 education and derivatives advisory practices.

Series 54 (Municipal Advisor Principal) Series 50 (Municipal Advisor Representative) B.S. in Finance, MBA University of Maryland