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Our District Just Issued Debt - What Responsibilities Do We Have for Continuing Disclosure and Arbitrage?
Original Program Date :
Receiving the proceeds of a bond sale and beginning the construction projects that the funds are supporting is not the end of this process. With debt issues, districts have reporting requirements for Continuing Disclosure and for Arbitrage. This session will detail the specific requirements that districts have in these areas and the timelines for required reporting.
Lori S Volz, Director, Owatonna Public Schools
Ryan Fetters, Baker Tilly
Alyssa Glaser, Director, Baker Tilly Municipal Advisors
Alyssa Glaser has been in municipal finance for over fifteen (15) years, currently serving as a Director for Baker Tilly Municipal Advisors, LLC. Alyssa oversees a team that focuses on the bond issuance process for various types of transactions, as well as process and procedures for completing continuing disclosure compliance for clients. Alyssa received her Bachelor of Science in Business Administration and Management from the University of Wisconsin – River Falls, and is a registered Municipal Advisor Representative and registered Municipal Advisor Principal with the Securities and Exchange Commission.
Shelli Ness, Director, Baker Tilly Municipal Advisors
Shelli Ness is a director for Baker Tilly Municipal Advisors, LLC. Shelli leads a team of specialized consultants that provide arbitrage compliance services related to the federal tax requirements that apply to issuers of tax-advantaged bonds. She routinely consults with clients to translate complex tax code and to guide them in their record keeping and reporting requirements. Prior to joining BTMA in 2012, she worked as a controller for a privately held organization and in the financial institutions industry. Shelli received her Bachelor of Arts in Business Administration (Accounting) from Augsburg University. Shelli is MSRB Municipal Advisor Series 50 Qualified and is a licensed CPA.
