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Presentation Materials

Ongoing Debt Administration
September 4, 2019
Holiday Inn Sacramento Downtown - Arena
Sacramento, California

• Introduction: Overview of Debt Administration
  Angelica Hernandez, Manager, Policy Research Unit, CDIAC
• Session One: Bond Documents, Debt Service, and Who Is Responsible for What
  Kevin Civale, Shareholder, Stradling Yocca Carlson & Rauth, P.C.
  Robert Hannay, CFA, Treasury Manager, East Bay Municipal Utility District
• Session Two: Continuing Disclosure Responsibilities, Part 1
  Session Two: Continuing Disclosure Responsibilities, Part 2
  Session Two: Continuing Disclosure Responsibilities, Part 3
  Jeffrey R. Higgins, Managing Director, BLX Group LLC
  Dennis Kauffman, Chief Financial Officer, City of Roseville
  Jenna Magan, Partner, Public Finance, Orrick
  Leah Szarek, Director, Market Transparency, Municipal Securities Rulemaking Board
• Session Three: Post-Issuance Filing and Reporting and Managing Debt Policies, Part 1
  Session Three: Post-Issuance Filing and Reporting and Managing Debt Policies, Part 2
  Session Three: Post-Issuance Filing and Reporting and Managing Debt Policies, Part 3
  Daniel Deaton, Partner, Nixon Peabody LLP
  Kara Taylor-Seeman, Finance Analyst, City of Elk Grove
  Robert Berry, Deputy Executive Director, CDIAC
• Session Four: Understanding Arbitrage and IRS Tax Compliance
  Katia Frock, Director, Arbitrage & Tax Compliance Group, PFM Asset Management LLC
• Session Five: Managing Opportunities and Risks in Your Outstanding Debt
  Timothy M. Ewell, Chief Assistant County Administrator, County of Contra Costa
  Melissa Shick, Director, KNN Public Finance, LLC
  Nikolai J. Sklaroff, Public Finance Professional
  Sean Tierney, Partner, Hawkins Delafield and Wood LLP