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Seminar Presentations

Municipal Market Disclosure: The Development and Administration of Debt Disclosure Policies
April 7, 2016
Franklin Templeton Investments Headquarters, San Mateo, CA

• Session One: Why Are Disclosure Policies Important? Placing Disclosure Policies within the Context of Trends in Securities and Exchange Commission (SEC) Enforcement Activity
  • Elaine C. Greenberg, Orrick, Herrington & Sutcliffe LLP
• Session Two: Steps and Considerations in Crafting the Initial Disclosure Documents
  • Mark D. Blake, City and County of San Francisco
  • Kevin M. Civale, Stradling Yocca Carlson & Rauth, P.C.
• Session Three: The Continuing Disclosure Undertaking and Ongoing Communication with the Market
  • Kevin M. Civale, Stradling Yocca Carlson & Rauth, P.C.
  • Anne C. Pelej, Willdan Financial Services
• Session Four: Developing a Disclosure Policy
  • Daniel M. Deaton, Nixon Peabody LLP
  • David J. Stevens, Holland & Knight LLP
• Session Five: Administering and Maintaining a Disclosure Policy
  • John Addleman, San Dieguito Union High School District
  • Eugene H. Clark-Herrera, Orrick, Herrington & Sutcliffe LLP
• Session Six: Disclosure Working Groups: Their Roles and Responsibilities
  • John Addleman, San Dieguito Union High School District
  • Eugene H. Clark-Herrera, Orrick, Herrington & Sutcliffe LLP
  • Daniel M. Deaton, Nixon Peabody LLP
  • David J. Stevens, Holland & Knight LLP