The Florida Bar

The Florida Bar
and the City County and Local Government Law Section and the CLE Committee present
Public Finance in Florida

Course Classification: Intermediate Level
Two Seminars/ One Location
Thursday - Saturday, May 9-11, 2013
The Renaissance Resort at World Golf Village
500 South Legacy Trail
St. Augustine, FL 32092

Register for Both Courses and Save!

Course No. 1458R

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)


Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video Dvds. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.



Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).

*** Live ** Videotaping Session * Videotaped Replay

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[Revised: 06-01-2008]