John Bagley

2026 Bond Finance Outlook: What to Expect in the New Year
Tuesday, January 20, 2:00 - 3:00 PM

Chief Market Structure Officer
Municipal Securities Rulemaking Board

John A. Bagley is Chief Market Structure Officer for the Municipal Securities Rulemaking Board (MSRB). He leads the Market Structure department, which is responsible for the organization’s activities and functions related to market leadership, market structure, market transparency, economic analysis, data analysis, research and industry operations.
John most recently served as president of BondDesk Trading LLC, where he was responsible for its broker-dealer and related trading platform activity. Previously, John served in sales and trading roles at divisions of UBS and its predecessor, PaineWebber, for nearly three decades.

During the 2020 pandemic, John temporarily joined the Federal Reserve Bank of New York on secondment to lend his deep municipal market expertise to the implementation of the Municipal Liquidity Facility. He has also served as a non-voting member of the Securities and Exchange Commission's Fixed Income Market Structure Advisory Committee.

John received his bachelor’s degree from Boston University and has a master’s of business administration from Columbia University.

Oreste Casciaro

2026 Bond Finance Outlook: What to Expect in the New Year
Tuesday, January 20, 2:00 - 3:00 PM

Redeveloping Underutilized Land and Brownfields with Bonds
Tuesday, July 21, 2:00 - 3:00 PM

Senior Vice President, Relationship Management
The Bank of New York

Oreste has over 20 years’ experience in the financial services industry. He is a senior relationship manager at BNY’s Corporate Trust Public Finance group, covering the Northeast 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.

Tyler Compton

Special Assessment & Special District Bonds for Redevelopment
Tuesday, March 17, 2:00 - 3:00 PM

Attorney
Bricker Graydon Wyatt

Tyler Compton is an attorney in Bricker Graydon Wyatt’s Public Finance Group and has a practice focused on economic development projects, including commercial and residential Property Assessed Clean Energy (C-PACE and R-PACE) financing. He has experience with state and local tax, including sales and use tax exemptions, New Community Authorities (NCA), Tax Increment Financing (TIF), and construction contract issues.

Tammy Davis

Health, Education & Other Nonprofit Bonds for Economic Development
Tuesday, April 21, 2:00 - 3:00 PM

Financing Resilient Communities with Green and Sustainable Bonds
Tuesday, November 10, 2:00 - 3:00 PM

Senior Vice President, Client Executive
The Bank of New York

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.

Wayne Edmiston

Bonds for Small Business and Entrepreneurial Development
Tuesday, May 19, 2:00 - 3:00 PM

Leveraging Bonds to Unlock Private Investment in Local Projects
Tuesday, October 20, 2:00 - 3:00 PM

Senior Vice President/Senior Relationship Manager
The Bank of New York

Wayne “Ed” Edmiston has over 25 years’ experience in the financial services industry, specifically Corporate Trust. Ed started his career originally with First Union, before later joining BB&T, and then US Bank. He took a tour as a military contractor for several years working with the Marine Corps, US Navy, Coast Guard, U.S. Army, U.S. Customs and Boder Patrol, Homeland Security, and numerous foreign military branches. When he left that career option, Ed chose once again to pursue old habits in 2021 coming back to his roots in Corporate Trust as a Transaction Manager with BNY Mellon and later was chosen to serve a Senior Relationship Manager role in 2022. Over his long-term commitment to the public finance and corporate trust market, Ed has gained an exceptionally strong knowledge regarding general rate bond debt, the roles of custodian, municipal trustee, and escrow agent, with a keen specialty towards education, higher education, and hospital bond deals. Ed received his BA in Finance from the University of North Florida, Jacksonville.

Lynne Funk

2026 Bond Finance Outlook: What to Expect in the New Year
Tuesday, January 20, 2:00 - 3:00 PM

Senior Director, Strategy and Content, Live Media - Municipal Finance
The Bond Buyer

Lynne Funk is Senior Director, Strategy and Content, Live Media - Municipal Finance. She leads and shapes The Bond Buyer's six major events, serving as host, moderator, thought leader and brand ambassador. Lynne also is charged with creating innovative live media formats, including new conferences, virtual summits and podcasts to help serve our municipal finance community. Lynne has nearly two decades of experience in the public finance industry. She was most recently Executive Editor of The Bond Buyer. Previously, she was a director at Municipal Market Analytics, Inc., and in the Policy and Public Advocacy for the Municipal Securities Division at the Securities Industry and Financial Markets Association.

Tyler Kalachnik

Capital & Bond Readiness for Large-Scale Projects
Tuesday, February 17, 2:00 - 3:00 PM

Partner
Ice Miller LLP

Tyler Kalachnik serves as bond counsel, underwriter's counsel, disclosure counsel and borrower's counsel for both long-term and short-term financings involving the pledge of revenues, taxes or a combination thereof. Tyler is experienced in transactions involving letters of credit, standby bond purchase agreements, interest rate and commodity swaps. Tyler serves in these roles for financings  including single and multifamily housing projects, airports, municipal gas utilities, prepaid natural gas transactions, municipal water utilities, Indiana's State Revolving Fund Program, solid waste disposal facilities, 501(c)(3) organizations. Tyler also works in the Public Finance Group's rebate calculation practice.

Tyler is active in the public finance community and with charitable organizations. From 2008 to 2011, he served on NABL's Functions and Professional Responsibility subcommittee, which completed a revision of the third edition of The Function and Professional Responsibilities of Bond Counsel. From 2009 to 2011, Tyler was the chair of the NABL Associate Network. He has served as the Vice Chair and Chair of NABL's Essentials conference, on the steering committee for NABL's Workshop and as a panel chair for NABL's Institute. He has participated in several of NABL’s federal tax initiatives and serves on the subcommittee for NABL’s Model Bond Opinion Report. Tyler is currently the vice chair of NABL’s General Law Practice Committee. 
 
Tyler is active in the community as former vice chair of the board of Indiana's Balance of State, Continuum of Care and a member of the Brebeuf Jesuit Alumni Board  He is the former chair of the board of directors and member of the Director's Council of Joy's House, a charitable organization serving the senior community. In 2009, Tyler was named an Up and Coming Lawyer by The Indiana Lawyer and was named a "Rising Star" from 2013-2021 by Indiana Super Lawyers. Tyler is rated "AV - Preeminent" by his peers through the Martindale-Hubbell review process and in 2020-2026 was named a "Best Lawyer in America" in Public Finance by U.S. News & World Report. Tyler was named "Lawyer of the Year" in Public Finance in 2023 by U.S. News & World Report. Tyler was also recognized in 2020 as a "Rising Star" by The Bond Buyer and is a Fellow of the American College of Bond Counsel.  

Tyler is a 1999 graduate of Brebeuf Jesuit Preparatory School. In 2003, he earned a Bachelor of Arts in history with a minor in business from Indiana University Bloomington. In 2006, he earned his juris doctor, summa cum laude, from Indiana University Robert H. McKinney School of Law.

While in law school, Tyler was selected and served as a contracts tutor in the Dean's Tutorial Society, an articles editor for the Indiana Law Review, and was a member of the Committee on Diversity Initiative. He is a regular participant in activities of the National Association of Bond Lawyers through speaking engagements and contributions to the NABL education committee.

He joined Ice Miller in September of 2006 and is licensed to practice law in the state of Indiana.

Lauren Mack

Health, Education & Other Nonprofit Bonds for Economic Development
Tuesday, April 21, 2:00 - 3:00 PM

Attorney
Law Office of Lauren Mack, P.C.

Lauren has over 30 years of 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.

Kirsten Martin

Special Assessment & Special District Bonds for Redevelopment
Tuesday, March 17, 2:00 - 3:00 PM

Bonds for Revitalizing Commercial Corridors and Downtown Districts
Tuesday, September 15, 2:00 - 3:00 PM

Senior Vice President
The Bank of New York

Kirsten N. Martin is a Senior Vice President, Client Executive in BNY’s Corporate Trust business, based in Los Angeles, CA. Kirsten brings 14 years of experience across finance, markets, and treasury, with a strong focus on building long-term client relationships and delivering tailored financial solutions. Prior to her current role, Kirsten held positions in BNY’s Markets and Corporate Treasury businesses, where she developed deep expertise in global macroeconomic trends, liquidity management, and funding strategies. Her background spans sales and trading coverage of institutional clients, collateral and cash management, and cross-functional initiatives aimed at enhancing business efficiency and client outcomes. Kirsten now partners with clients in the public and not-for-profit sector, helping institutions navigate complex market dynamics and optimize their capital and liquidity structures. She is passionate about understanding each organization’s mission and financial objectives to provide strategic, values-aligned support. Kirsten is a graduate of the University of Notre Dame with a bachelor’s degree in Economics and Political Science. Kirsten was recognized with the Women’s Bond Club Rising Star Award as the next generation of women leaders in the financial services industry.

Katie Moriarty

2026 Bond Finance Outlook: What to Expect in the New Year
Tuesday, January 20, 2:00 - 3:00 PM

Capital & Bond Readiness for Large-Scale Projects
Tuesday, February 17, 2:00 - 3:00 PM

Special Assessment & Special District Bonds for Redevelopment
Tuesday, March 17, 2:00 - 3:00 PM

Health, Education & Other Nonprofit Bonds for Economic Development
Tuesday, April 21, 2:00 - 3:00 PM

Bonds for Small Business and Entrepreneurial Development
Tuesday, May 19, 2:00 - 3:00 PM

Bond Finance for Infrastructure & Transportation
Tuesday, June 16, 2:00 - 3:00 PM

Redeveloping Underutilized Land and Brownfields with Bonds
Tuesday, July 21, 2:00 - 3:00 PM

Bond Financing Strategies for Mixed-Income Housing Development
Tuesday, August 18, 2:00 - 3:00 PM

Bonds for Revitalizing Commercial Corridors and Downtown Districts
Tuesday, September 15, 2:00 - 3:00 PM

Leveraging Bonds to Unlock Private Investment in Local Projects
Tuesday, October 20, 2:00 - 3:00 PM

Financing Resilient Communities with Green and Sustainable Bonds
Tuesday, November 10, 2:00 - 3:00 PM

Leveraging Project-Based Bonds to Transform Communities
Tuesday, December 15, 2:00 - 3:00 PM

Senior Director
Council of Development Finance Agencies

Katie Endres (Moriarty) is a Senior Director in the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA). Katie leads the organization’s networking programs and products. She oversees the planning and execution of CDFA's National Development Finance Summit, held annually to bring together leaders and experts from the development finance industry from around the world. She also manages CDFA’s Membership, Sponsorship and Mentorship program. Katie collaborates with organizations and individuals from across the nation to facilitate connection and collaboration within the industry.

Katie's career has been primarily in the non-profit sector, and she came to CDFA after working most recently as a Manager of Partner Success at Rev1 Ventures. She is a highly experienced facilitator with expertise in relationship building and communication.

A graduate of The Ohio State University and Youngstown State University, she holds a Bachelor of Science in Psychology and a Master of Science in Education. Outside of her professional life, Katie enjoys spending time with her very active, blended family, including her husband, their 5 collective children, and their dog. She loves doing anything outdoors and is an avid runner.

Weston Rich

Health, Education & Other Nonprofit Bonds for Economic Development
Tuesday, April 21, 2:00 - 3:00 PM

Assistant Vice President
New York City Economic Development Corporation

Weston Rich is Assistant Vice President at the New York City Economic Development Corporation (NYCEDC) where he works within the Strategic Investments Group (SIG). Wes manages a variety of projects utilizing tax incentives, bond financing, NMTC financing, and other relevant development finance tools.

Originally from Cincinnati, Wes graduated from the University of Cincinnati College of Design, Architecture, Art, and Planning (DAAP), where he received his Master of Community Planning (MCP) and a graduate certificate in real estate from the Carl H. Lindner College of Business.

Prior to NYCEDC, Wes had the privilege of working with the folks at the Economic Development Partnership of North Carolina (EDPNC), Port of Greater Cincinnati Development Authority (The Port), and Charlotte Regional Business Alliance (formerly the Charlotte Chamber of Commerce).

Anthony Schexnayder

Capital & Bond Readiness for Large-Scale Projects
Tuesday, February 17, 2:00 - 3:00 PM

Bond Financing Strategies for Mixed-Income Housing Development
Tuesday, August 18, 2:00 - 3:00 PM

Senior Vice President Relationship Management
The Bank of New York

Anthony has over 25 years of bond market experience.  He worked as a bond salesperson for 18 years at Goldman Sachs, Morgan Stanley, Wells Fargo Securities and Guggenheim Partners in all fixed income markets.  In 2018, he pivoted to fintech where he filled dual roles for an online CLO trading platform as CEO of the Broker Dealer and the Head of Business Development.  Anthony is a graduate of University of California Los Angeles where he earned a Bachelor of Science Degree in Mechanical Engineering and an MBA Degree from the UCLA Anderson School of Management.

Joshua Smith

Redeveloping Underutilized Land and Brownfields with Bonds
Tuesday, July 21, 2:00 - 3:00 PM

President & CEO
Butler County Finance Authority

Joshua A. Smith was appointed President & Chief Executive Officer of the Butler County Finance Authority (BCFA) on April 8, 2024, following a unanimous vote by the Board of Directors. He brings more than 25 years of executive leadership in city management across Iowa, Wisconsin, and Ohio, with special emphasis in economic development, public finance, capital budgeting, and urban revitalization.

He holds a Master of Public Administration from Iowa State University and a Bachelor of Arts in Management from the University of Sioux Falls. His professional development includes executive education at various institutions: the Massachusetts Institute of Technology (Executive Certificate in Management and Leadership), Harvard University (Senior Executives in State & Local Government), the University of Virginia (Senior Executive Institute), and the University of Oklahoma (Economic Development Institute).

As CEO, Smith is responsible for aligning BCFA’s vision, strategy, and resources to fulfill its mission: “Ignite the Butler County economy by attracting investment and creating jobs, while creating memorable places.” In pursuit of this mission, he collaborates with a wide range of stakeholders—including municipal governments, financial institutions, higher education partners, developers, business leaders, and nonprofit organizations.

Prior to joining BCFA, Smith served as City Manager of Hamilton, Ohio (2010–2024), where he managed an annual All Funds budget of $400 million and played a central role in Hamilton’s post-industrial transformation. His tenure was defined by bold capital investments, public-private partnerships, and landmark redevelopment efforts.

He is an active member of the University of Cincinnati Real Estate Roundtable, Urban Land Institute (ULI), Ohio Economic Development Association (OEDA), Council of Development Finance Agencies (CDFA), Ohio Council of Port Authorities (OCPA), and the International City/County Management Association (ICMA).

James Snyder

Bonds for Small Business and Entrepreneurial Development
Tuesday, May 19, 2:00 - 3:00 PM

Senior Principal
Miller, Canfield, Paddock and Stone, P.L.C.

Jim's primary practice concentration is municipal finance, with an emphasis on economic development transactions such as those involving tax-increment financing and public/private partnerships. Mr. Snyder is a frequent speaker on municipal finance issues that involve economic development.

He regularly serves as bond counsel, underwriter’s counsel, bond purchaser’s counsel and special counsel on a variety of public finance transactions, including general obligation financings, revenue obligations, special service area and special assessment financings, tax increment bond financing, industrial development revenue bonds, multifamily housing financings, solid waste disposal facility bonds, and Section 501(c)(3) revenue bond financings.

Jason Tiemeier

Special Assessment & Special District Bonds for Redevelopment
Tuesday, March 17, 2:00 - 3:00 PM

Partner
Bricker Graydon Wyatt

Jason Tiemeier is a member of the Bricker Graydon Wyatt Public Finance practice group. He works with local governments, special purpose districts, developers, and financial institutions on a variety of public finance and local government matters. His practice includes the structuring and documentation of economic development projects and general obligation and revenue bond transactions. Jason has experience with a variety of economic development tools such as tax increment financing (TIF), community reinvestment areas (CRA), new community authorities (NCA), and joint economic development districts (JEDD). Jason has also been involved with the rapid development of property assessed clean energy (PACE) financing in Ohio. He provides general counsel services to energy special improvement districts and bond and lender’s counsel services to the organizations that finance energy efficiency and clean energy projects through PACE.

David M Williams

Capital & Bond Readiness for Large-Scale Projects
Tuesday, February 17, 2:00 - 3:00 PM

Managing Director of Development Services
Bricker Graydon Wyatt

Dave Williams is a seasoned real estate development and urban revitalization professional with more than 25 years of experience guiding complex projects from concept to completion. His work centers on using adaptive reuse, historic preservation, and mixed‑use development as tools for economic growth, neighborhood revitalization, and long-term community value.
Throughout his career, Dave has overseen large-scale redevelopment initiatives that require close coordination across design, construction, financing, leasing, and operations. He is known for leading multidisciplinary teams and navigating highly complex public‑private partnerships, often involving layered financing structures, historic tax credits, and sustainability-driven design strategies. His ability to balance financial feasibility with historic integrity and community goals has made him a trusted leader among developers, public agencies, and civic organizations.

James Young

Bond Finance for Infrastructure & Transportation
Tuesday, June 16, 2:00 - 3:00 PM

Leveraging Project-Based Bonds to Transform Communities
Tuesday, December 15, 2:00 - 3:00 PM

Senior Vice President, Relationship Manager
The Bank of New York

James joined The Bank of New York Mellon in February 2010; he joined the Northeast Public Not For Profit Group in January 2012 as a Client and Business Development Relationship Manager. James has more than 15 years’ experience in the Corporate Trust Industry.

James has had experience with Corporate Finance accounts, Municipal Debt transactions, Tax-Exempt Financing, Private Placements, and complex escrow accounts.

James has a Bachelor of Arts degree from Villanova University. He is also a Certified Corporate Trust Specialist (CCTS) from the Institute of Certified Bankers, and a graduate of the Cannon Financial Institute’s Corporate Trust School.