This seminar includes topics on the SEC report on the municipal market; issuer's disclosure responsibilities in a bond transaction; investor relations programs for local governments; the most
common mistakes: public finance, ethics; preparing for a federal tax audit - post-issuance compliance procedures; negotiating bank loans; new markets tax credits.
Thursday May 9, 2013
8:00 a.m. – 8:50 a.m.
Late Registration and Continental Breakfast
8:50 a.m. – 9:00 a.m.
Welcome and Opening Remarks
Alexandra M. MacLennan, Squire, Sanders (US) LLP, Tampa
9:00 a.m. – 10:15 a.m.
The SEC Report on the Municipal Market
Brian Fender, GrayRobinson, P.A., Tampa
10:15 a.m. – 10:30 a.m.
10:30 a.m. – 11:15 a.m.
Issuer’s Disclosure Responsibilities in a Bond Transaction
Anitra D. Lanczi, Anitra Lanczi, P.A, Fort Lauderdale
11:15 a.m. – 12:00 p.m.
Investor Relations Programs for Local Governments
Camille M. Evans, Greenberg Traurig, P.A., Orlando
12:00 p.m. – 1:30 p.m.
Lunch (included in registration)
1:30 p.m. – 2:20 p.m.
Don’t. Do. This. The Most Common Mistakes: Public Finance, Ethics
Mark T. Mustian, Nabors Giblin & Nickerson, P.A, Tallahassee
2:20 p.m. – 3:00 p.m.
Preparing for a Federal Tax Audit—Post-Issuance Compliance Procedures
What you should be doing after the deal closes and bond counsel goes home to prepare for an IRS Audit
John W. Hutchinson, Squire Sanders (US) LLP
3:00 p.m. – 3:15 p.m.
3:15 p.m. – 4:00 p.m.
Negotiating Bank Loans
Michael Wiener and Monique Spotts, Holland & Knight LLP, Lakeland
4:00 p.m. – 4:45 p.m.
New Markets Tax Credits
James “Jim” O’Berry Lang, Bryant Miller Olive, Tallahassee
5:30 p.m. – 7:30 p.m.
Reception (section members, seminar attendees and guests are invited)