California Debt and Investment Advisory Commission


Municipal Debt Essentials

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September 24–26, 2024
Sheraton Fairplex Suites & Conference Center
601 West McKinley Avenue
Pomona, CA 91768

Public Sector Registration | Private Sector Registration

Day One: Debt Basics | September 24, 2024 | 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, and the types of debt instruments that state and local governments are able to issue. The curriculum for this training is designed to provide municipal financing principles through lecture, case studies, and exercises.


Day Two: Mechanics of a Bond Sale| September 25, 2024 | 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 the development of legal documents.


Day Three: Ongoing Administration| September 26, 2024 | 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.

Registration and Pricing

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Lodging Information

Sheraton Fairplex Suites and Conference Center | Prices start at $169 per night +tax
A limited number of rooms have been discounted for CDIAC seminar attendees. All rooms are reserved on a first-come, first-served basis. The cut-off for this discount is August 26, 2024. A booking link will be provided in a confirmation email after registering for the seminar.

Speakers

  • Marc BauerPartner, Orrick, Herrington & Sutcliff
  • Blake BoehmPrincipal/Managing Director, KNN Public Finance
  • David BrodslyManaging Director, KNN Public Finance
  • Glenn CasterlineManaging Director, BLX Group
  • Christine ChoiManaging Director, PFM Financial Advisors LLC
  • Alexandra CimmiyottiVice President/Senior Credit Officer, Moody's Investors Service
  • Allison FalkensteinFinancing Coordinator, City of San Diego
  • Brian GallucciManaging Director, PFM Financial Advisors LLC
  • Jay GoldstoneSpecial Advisor, City of San Diego
  • Craig HillManaging Principal, NHA Advisors
  • Darren Hodge, Managing Director, PFM Financial Advisors
  • Linda HurleyPartner, Macias Gini & O'Connell
  • Jacqui JenningsPartner, ArentFox Schiff
  • Jyothi PantuluAssistant Director, Department of Public Finance, City of San Diego
  • Karma PembaManaging Director, RBC Capital Markets
  • Sheila PoissonFinance Director, City of Torrance
  • Matt Rudroff, CFA, CPA, Director, PFM Financial Advisors LLC
  • Dave SanchezDirector, Office of Municipal Securities, U.S. Security and Exchange Commission
  • Debra SaundersConsultant, BondLink
  • Graham SchnaarsDirector of U.S. Public Finance, Fitch Ratings
  • Melissa ShickDirector, KNN Public Finance
  • Nikolai SklaroffCapital Finance Director, San Francisco Public Utilities Commission
  • David SongAssociate, Nixon Peabody LLP
  • Monique SpykeManaging Director, PFM Asset Management
  • John StanleyPartner, Orrick, Herrington & Sutcliff
  • Jack Tsang, Director, BofA Securities
  • Holly VocalManaging Director, BofA Securities
  • Daniel WilesAssistant Treasurer and Tax Collector, Public Finance, Investments, and Deferred Income Branch, Los Angeles County Treasurer and Tax Collector
  • Matthew WingertBudget Manager, Los Angeles County Metropolitan Transportation Authority

Full Speaker Biographies

Seminar Information

Contact Information

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