| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Public Finance Best Practices | Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Municipal Bond Market - Regulatory Update and Best Practices | Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Continuing Disclosure and Municipal Securities | Paul Rutter, Of Counsel, Bricker & Eckler | 1 | View |
The recently proposed "Tax Cut and Jobs Act" calls for the elimination of tax-exempt advance refunding bonds which, if enacted, would reduce the number of opportunities for school districts to refinance their debt. This, accompanied with other regulatory changes coming out of the SEC require careful consideration for schools as they review their debt portfolios, consider refundings and move forward with new debt plans. Participants will receive an overview of these changes and be provided considerations for their on-going debt management and planning activities.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753
Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.
Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.
Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656
Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing.
Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase. There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion. He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers. Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.
Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU. He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam. Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs. Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.
The financial meltdown of 2008 caused Congress to enact the Dodd Frank Wall Street Reform and Consumer Protection Act that has now become known to have a direct impact public finance offers, including school treasurers. Issuers of municipal debt are now obligated to make annual information disclosures regarding outstanding debt issues that if not properly handled could cause unfavorable actions to be taken against the school district and its treasurer. Dodd Frank also placed new regulatory requirements on municipal advisor, bond underwriters and bond attorneys that are important for school treasurers and their staffs to understand as they go forward with new debt issuances and the management of existing outstanding debt. A thorough explanation of the regulatory requirements and how they impact school treasurers will be addressed by this presentation as well as a discussion of best practices to remain in compliance with the regulations.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753
Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.
Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.
Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656
Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing.
Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase. There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion. He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers. Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.
Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU. He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam. Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs. Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.
