WHEFA Workshop

 

Our 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 to all attendees of our 24th Annual WHEFA Workshop, held as a virtual webinar series in 2021.  Thank you to the speakers who 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 14, 2022 for our 25th 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 2022. 

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Below are the topics and presentations from the 2021 3-Part Virtual Workshop.

Investment / Market Outlook (presentation slides)
Brian Andrew, Chief Investment Officer; Johnson Financial Group (Resume)

LIBOR / SOFR Transition (presentation slides)
Erik Kelly, President; Blue Rose Capital Advisors
Scott Talcott, Senior Vice President; Blue Rose Capital Advisors
Brandon Lippold, Assistant Vice President; Blue Rose Capital Advisors (Group Resume)

Municipal Bond Market – A Look Back and Forward (presentation slides) (video)
Craig Elder, Director Senior Fixed Income Analyst; Robert. W. Baird (Resume)

TEFRA, Floating Equity, Post Issuance Compliance (presentation slides) (video)
Nancy Burke, Partner; Chapman and Cutler LLP (Resume)
Brent Feller, Partner; Chapman and Cutler LLP (Resume)