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California Debt and Investment Advisory Commission 

Municipal Debt Essentials

Municipal Debt Essentials

September 15 – September 17, 2026
San Jose, CA
 

Day One: Debt Basics | September 15, 2026 | Agenda
Day one of this three-day seminar covers fundamental elements of debt financing, including core issuance terminology, the roles and responsibilities of issuers and their financing team, the types of debt instruments that state and local governments are able to issue, and legal documents. The curriculum for this training is designed to provide municipal financing principles through lecture and case studies.


Day Two: Mechanics of a Bond Sale | September 16, 2026 | Agenda
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Some of the main topics covered in this program include the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, and marketing and pricing of bonds.


Day Three: Ongoing Administration | September 17, 2026 | Agenda
Day three of this three-day seminar is designed to provide government officers with essential knowledge related to managing continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.

Presentation Materials

Printed versions of the seminar presentations are not provided on the day-of the event. PDF files for the combined presentation and individual sessions are listed below.

Day 1 Slide Deck | Day 2 Slide Deck | Day 3 Slide Deck

Day 1 by Session
Day 2 by Session
Day 3 by Session

Speakers

  • Colin Bettis, County Debt Officer, County of Sacramento
  • David Brodsly, Managing Director, KNN Public Finance, LLC
  • Grant Carson, Debt Capital Markets Specialist, City and County of San Francisco
  • Glenn Casterline, Senior Managing Director, BLX Group LLC
  • Jason Chung, Vice President, Fieldman, Rolapp & Associates, Inc.
  • Helen Cregger, Executive Director, Moody's Ratings
  • Derek Hansel, Chief Financial Officer, Metropolitan Transportation Commission
  • Craig Hill, Managing Principal, NHA Advisors, LLC
  • Darren Hodge, Managing Director, PFM Financial Advisors LLC
  • Jacquelynne (Jacqui) Jennings, Counsel, ArentFox Schiff LLP
  • Dennis Kauffman, Assistant City Manager/Chief Financial Officer, City of Roseville
  • Betsy Kiehn, Managing Director Head of Municipal Capital Markets, Stifel
  • Lora Nichols, Vice President, Fieldman, Rolapp & Associates, Inc.
  • Maria Öberg, Director of Finance, City of San Jose
  • Patricia Reavey, Deputy Executive Director of Finance and Administration, Alameda County Transportation Commission
  • Karen Ribble, Senior Director, Fitch Ratings
  • Matt Rudroff, CFA, CPA, Director, PFM Financial Advisors LLC 
  • Dave Sanchez, Director, Office of Municipal Securities, U.S. Securities and Exchange Commission
  • Harjot Sangha, Assistant City Administrator, City of Gilroy
  • Melissa Shick, Managing Director, KNN Public Finance, LLC
  • Nikolai Sklaroff, Capital Finance Director, San Francisco Public Utilities Commission, Commissioner, CDIAC
  • Monique Spyke, Managing Director, PFMAM, a division of U.S. Bancorp Asset Management, Inc.
  • John Stanley, Partner, Orrick, Herrington & Sutcliffe LLP
  • Jack Tsang, Director, BofA Securities, Inc.
  • Angelica Valencia, Counsel, Nixon Peabody
  • Anna Van Degna, Public Finance Director, City and County of San Francisco
  • Holly Vocal, Managing Director, BofA Securities, Inc.
  • Simon Wirecki, Managing Director, Western Regional Head for Municipal Finance, Jefferies

Recommended Resources

Contact Information

If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.

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