WHEFA Seminar & Workshop



2025 WHEFA Events



"Insights into Capital Finance" Workshop 2025

View Workshop Agenda & Topics



Thank you to all those who attended WHEFA's annual "Insights Into Capital Finance" workshop held on Tuesday, September 30, 2025, at the Milwaukee Marriott West, located in Waukesha, WI.


Below you can view the presentations that were on the agenda. 

Economic and Market Update - Kathryn Lyons, BMO Wealth Management

Sector Updates - Marek Kowalewski, Kaufman Hall
                            Brandon Lippold, Blue Rose 
                            Romy McCarthy, D.A. Davidson

Does the Muni World Really Need Blockchain? - Jeff White, Columbia Capital Management

The Overlooked Line Item - Mike O'Neill, Eneration 
                                            Jeff Rich, Eneration