WHEFA Webinar & Workshop

WHEFA’s “Insights Into Capital Finance” Annual Workshop (New Timing & Location)

WHEFA’s annual “Insights Into Capital Finance” Workshop will be held on Tuesday, October 1, 2024, (note this has been moved from the typical March timeframe, and will be held at a new location, the Milwaukee Marriott West (located in Waukesha off Hwy F). The goal of this free Workshop is to improve statewide knowledge about the capital financing process. The Workshop is designed for financial executives of all Wisconsin nonprofit organizations, as well as other professionals who assist in the bond issuance process.

Golf Outing:

WHEFA is coordinating a golf outing to coincide with the annual Workshop. The intent of the golf outing is to provide additional networking opportunities for financial executives and financial professionals who assist in the financing process. The golf outing will be held at Western Lakes Golf Club on Monday, September 30, 2024.

Lunch & Learn (virtual):
^{(New this Year)}

In lieu of hosting the WHEFA workshop in March, WHEFA hosted a virtual “Lunch & Learn” on Tuesday March 26, 2024, from 11:00 am - 12:00 pm CST.

Representatives from Blue Rose Capital Advisors shared their insights and perspectives on:

• Year-to-date 2024 market activity
• Industry prognostications on expected Fed rate setting activity
• Historical market performance in declining rate environments
• Interpreting the 'noise' during an election year

They also addressed capital planning strategies to consider, such as:

• Refunding opportunities
• Reinvestment opportunities
• Strategies to address the inverted yield curve
• Pricing dynamics and the utilization of interest rate swaps

This webinar has been recorded.