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California Debt and Investment Advisory Commission


Municipal Debt Essentials

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September 24–26, 2024
Sheraton Fairplex Suites & Conference Center
601 West McKinley Avenue
Pomona, CA 91768

Public Sector Registration | Private Sector Registration

Day One: Debt Basics | September 24, 2024 | Agenda
Day one of this three-day seminar covers fundamental elements of debt financing, including core issuance terminology, the roles and responsibilities of issuers and their financing team, and the types of debt instruments that state and local governments are able to issue. The curriculum for this training is designed to provide municipal financing principles through lecture, case studies, and exercises.


Day Two: Mechanics of a Bond Sale| September 25, 2024 | Agenda
Day two of this three-day seminar is focused on the preparation, planning, and processes involved in issuing municipal debt. Some of the main topics covered in this program include the development of a debt policy and plan of finance, structuring debt service payments, managing the costs of issuance, and the development of legal documents.


Day Three: Ongoing Administration| September 26, 2024 | Agenda
Day three of this three-day seminar is designed to provide government officers with essential knowledge related to managing continuing disclosure responsibilities, post-issuance filing and reporting, and compliance with federal arbitrage rules.

Registration and Pricing

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Lodging Information

Room block information coming soon.

Speakers

  • Marc Bauer, Partner, Orrick, Herrington & Sutcliff
  • Blake Boehm, Principal/Managing Director, KNN Public Finance
  • David Brodsly, Managing Director, KNN Public Finance
  • Glenn Casterline, Managing Director, BLX Group
  • Christine Choi, Managing Director, PFM Financial Advisors
  • Alexandra Cimmiyotti, Vice President/Senior Credit Officer, Moody's Investors Service
  • Allison Falkenstein, Debt Coordinator, City of San Diego
  • Brian Gallucci, Managing Director, PFM Financial Advisors
  • Jay Goldstone, Special Advisor, City of San Diego
  • Craig Hill, Managing Principal, NHA Advisors
  • Darren Hodge, Managing Director, PFM Financial Advisors
  • Linda Hurley, Partner, Macias Gini & O'Connell
  • Jacqui Jennings, Partner, ArentFox Schiff
  • Jyothi Pantulu, Assistant Director, Department of Public Finance, City of San Diego
  • Karma Pemba, Managing Director, RBC Capital Markets
  • Dave Sanchez, Director, Office of Municipal Securities, U.S. Security and Exchange Commission
  • Debra Saunders, Consultant, BondLink
  • Graham Schnaars, Director of U.S. Public Finance, Fitch Ratings
  • Melissa Shick, Director, KNN Public Finance
  • Nikolai Sklaroff, Capital Finance Director, San Francisco Public Utilities Commission
  • David Song, Associate, Nixon Peabody LLP
  • Monique Spyke, Managing Director, PFM Asset Management
  • John Stanley, Partner, Orrick, Herrington & Sutcliff
  • Daniel Wiles, Assistant Treasurer and Tax Collector, Public Finance, Investments, and Deferred Income Branch, Los Angeles County Treasurer and Tax Collector

Seminar Information

  • Cancellation/Transfer Policy: Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. Refund/Cancellation requests must be received by Monday, September 9, 2024. However, substitution of officials or staff from the same entity is permitted.
  • Agenda Information: CDIAC reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.
  • Certificate of Attendance: CDIAC will issue a Certificate of Attendance for each day of the program to those who sign in at the registration desk. Certificates will be issued within 2 weeks after the program. Participants can submit their Certificate of Attendance to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable.
  • County Treasurers/Tax Collectors: Under California Government Code Section 27000.8, CDIAC’s educational programs are a source for California county treasurers, tax collectors, or treasurer/tax collectors to obtain continuing education credits.
  • Accountants: CDIAC is not an approved provider of CPE credits, however certificates of attendance can be submitted to your governing entity to request credits.
  • Attorneys | MCLE Credits: CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) general credits. Each day is approved for the following credits:
    • Day 1: 1.50 general credits
    • Day 2: 0.00 credits
    • Day 3: 2.25 credits (1 general credit and 1.25 legal specialization credits in taxation law)

Municipal Debt Essentials courses are built from educational programs CDIAC has offered since 1996. Archival resources back to 2013 are summarized below. All available program details are posted in CDIAC’s archives by year.

Contact Information

If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.