WHEFA’s 24th Annual Workshop Going Virtual in 2021
3-Part Webinar Series
The 24th Annual WHEFA Workshop will be held in a series of virtual events in early 2021. Financial staff and executives of all nonprofit institutions, associations and finance professionals are invited to attend.
This free, virtual Workshop series, is an effort by WHEFA to continue our long history of providing high quality presentations that both educate attendees and stimulate discussion on issues related to capital finance.
You are cordially invited to attend our third and final webinar to take place on Thursday, March 18, 2021. Registration is required.
REGISTER HERE
March 18, 2021
Virtual Workshop – Series 3
1:00 p.m. – 2:00 p.m. CST – TEFRA, Floating Equity, Post Issuance Compliance
Nancy Burke, Partner; Chapman and Cutler LLP (Resume)
Brent Feller, Partner; Chapman and Cutler LLP (Resume)
This overview of recent regulatory changes covers TEFRA notices/approvals and private use planning opportunities arising from the use of qualified equity in tax-exempt financings. This session will also include a discussion of practical tips for post-issuance compliance procedures.
Previously Held Webinar Presentations
January 21, 2021
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)
February 23, 2021
Municipal Bond Market – A Look Back and Forward (video); (presentation slides)
Craig Elder, Director Senior Fixed Income Analyst; Robert. W. Baird (Resume)
