Tax-Exempt Bond Compliance Conference 2019 | Treasury Institute | 9 December 2019 | Hilton Orlando Lake Buena Vista - Disney Springs Area, 1751 Hotel Plaza Blvd, Lake Buena Vista, FL 32830, USA

The Treasury Institute for Higher Education is facilitating its sixth Tax Exempt Bond Compliance Conference. This three-day conference is designed to provide participants a comprehensive view of the requirements of compliance as an issuer of tax-exempt bonds. Course material and discussion will range from the very basics of a compliance program to the complexities of managing third-party use.

2019 Speakers

Denise Laussade
CTP, Program Chair and Jon K. Speare, Executive Director, Treasury Institute for Higher Education

Regina L. Wright
CTP, Senior Treasury Associate - Debt, The Ohio State University

Gerri Magie
Managing Director, Swap Financial Group

Lori Johnson
CPA, CTP, University Controller, North Carolina State University

Kim Hoyt
President, Bingham Arbitrage Rebate Services Inc.

Dawn Rodriguez
Assistant Treasurer and Director of Debt Compliance, University of South Florida

Alison Benge
J.D., Partner, Pacifica Law Group, LLP

John J. Sanchez
Tax Director, Tufts University

Justin Hughes
Esq., Tax Compliance Director, DAC Bond

Nancy A. Burke
Partner, Chapman & Cutler, LLP

Brent Lee Feller
Partner, Chapman & Cutler, LLP

Kelly Farmer
University Tax Director, University of Minnesota

Kris Moussette
J.D., Partner, Hinckley Allen

Susan Fitzgerald
Associate Managing Director, Moody's Investors Service

Erik Kelly
President, Blue Rose Capital Advisors

Jessica Wood
Senior Director and Sector Leader, S&P Global Ratings

Michael Paul Allen
Partner, Ice Miller, LLP

Todd W. Ponder
Partner, Ice Miller, LLP

John R. Loyack
President, Alvernia University

Linda Eremita
Executive Vice President, Stifel

Mark Haas
Vice President for Finance and Treasurer, Michigan State University

H. Jay Bellwoar
J.D. Managing Director, BofA Securities

Christopher Good
Director, Global Investment Banking, RBC Capital Markets

Brad K. Leigh
Executive Director, Bowling Green State University

Yoon Lee
Managing Director, Blue Rose Capital Advisors

Stacey Crawshaw-Lewis
Partner, Pacifica Law Group, LLP

Ahmed A. Abonamah
Deputy Director, U.S. Securities and Exchange Commission (SEC)

David C. Hodapp
Assistant General Counsel, Municipal Securities Rulemaking Board (MSRB)

B. Darrell Smelcer
Tax Law Specialist, Internal Revenue Service (IRS)

Steven Kantor
Regional Managing Director, Hilltop Securities

Samuel M. Gruer
Managing Director, Blue Rose Capital Advisors

2019 Alliances

• Association for Financial Professionals
• NACUBO