WHEFA Workshop

Thank you to the nearly 140 people that attended the WHEFA Workshop on Monday, March 27, 2023.  The annual 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 to attend, and hope that you found the presentations informative and enjoyed the networking opportunities.

Thank you as well to the speakers.  Your presentations did an excellent job of educating the attendees and stimulated great discussions on the issues presented.

We look forward to seeing you at future WHEFA Workshops! 


Welcome & Review of WHEFA Activities
Larry Wiemer, Executive Director; WHEFA

Economic and Political Landscape
Mike Musselman, Senior Vice President; Fifth Third Bank

Trends in Tax-Exempt Debt
Nathan Fronk; Partner; Quarles

Rating Agency Updates – Panel
Senior Living Sector:  Margaret Johnson, Senior Director; Fitch Ratings
Higher Education Sector:  Jared Brewster, Vice President / Sr. Analyst; Moody’s Investors Service
Health Care Sector:  Suzie Desai, Senior Director; S&P Global Ratings

Lunch Speaker: Heroes for Healthcare
Joyce Mallory, Community Engagement Manager; Heroes for Healthcare

Supplemental Financing Opportunities – Panel
Kurt Reinhold, Chief Executive & President; Legacy Solar Cooperative
Robert Beach, Dir. Capital Strategy; Forward Community Investments
Kimberly Johnston, Market Development Director; Pace Wisconsin

Opportunities in the Current Market Environment – Panel
Nessy Shems, Managing Director; Piper Sandler
Jennifer Brown, Managing Director; Ponder & Co.
Dana Lach, Of Counsel; Foley & Lardner
Moderator – Joe Hegner, Managing Director; Barclays

Community Collaboration / Partnership – Panel
Greg Wesley, Senior Vice President; The Medical College of Wisconsin
Kelsey Otero, Senior Director of Community Engagement; Marquette University
Rene Eastman; Vice President; LeadingAge Wisconsin