Thank you to the nearly 175 people that attended our 20th Annual WHEFA Workshop on Monday, March 20, 2017. This Workshop, offered at no cost to participants, is an effort by WHEFA to provide our constituents with the latest information on issues affecting access to capital finance and ongoing financial operations. We truly appreciate you making time in your busy schedules to attend.
Thank you as well to the speakers that participated this year. Your presentations did an excellent job of educating the attendees and stimulated some great discussions of the issues presented.
We look forward to seeing you on Monday, March 19, 2018 for our 21st Annual WHEFA Workshop! Financial staff and executives of all nonprofit institutions in Wisconsin and finance professionals are invited to attend. Registration will start in early 2018.
Below is the agenda, topics and presentations from the 2017 Workshop.
Welcome & Review of WHEFA Activities
Dennis Reilly, Executive Director; WHEFA
Keynote Speaker: Something Wicked This Way Comes
Ken Kaufman, Chair; Kaufman, Hall & Associates, LLC
Washington Update: The Future of Tax-Exempt Financing
Chuck Samuels; Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P.C.
Cybersecurity in our World
Megan Hardiman, Partner; Katten Muchin Rosenman LLP
Lunch Speaker: Investment & Economic Outlook
George Cook, Managing Director; Graystone Consulting
Do’s and Don’ts with Tax-Exempt Financing
Jennifer Brown, Managing Director; Ponder & Co.
Ila Afsharipour, Managing Director; U.S. Bancorp
Ryan Humphrey, Assistant Vice President; Bank of Kansas City
Post Issuance Private Business Use – “New Management Contract Rules”
Jennifer Powers, Partner; Quarles & Brady LLP