Jesse Nelson joined the firm in 2004 and is a partner in the public sector practice group.

Jesse Nelson serves as an independent municipal advisor to Michigan school districts, cities, counties, townships, villages, and authorities. He provides clients with options and recommendations that allow them to accomplish their capital improvement and financial goals.

Registered to offer municipal advisory services through Baker Tilly Municipal Advisors, LLC.

Butler University – Indianapolis, Indiana
Bachelor of Science in accounting

Creation of financial plan including long-term multiple bond series planning, bus/technology funding alternatives, and bond millage rate calculations, Michigan school districts

Develops efficient financial strategies for school districts participating in the School Loan Revolving Fund, Michigan school districts

Completion of required financial plan for Michigan School Bond Qualification and Loan Program application, Michigan school districts

Prepares Frequently Asked Questions (“FAQs”), presentations, and bond millage calculators to help community members easily understand the financial plan, Michigan school districts

Provides bond sale alternatives, bond pricing strategies, and current market data in order to identify the best bond sale method for each school district, Michigan school districts

Preparation of bond offering and closing documents, including official statement, Michigan Department of Treasury filings, and bond closing letters, Michigan school districts

Assistance with energy conservation bond issues, bond structure and method of sale alternatives, Michigan school districts

Provides estimates regarding fiscal year general fund cash flow receipts and disbursements in order to identify potential low week ending cash balances and assist with state aid note borrowing, Michigan school districts

Annual existing bond support including millage rate calculations for the L-4029 form, continuing disclosure, and School Loan Revolving Fund borrowing/repayment forms, Michigan school districts

Guest speaker at regional superintendent and school business official meetings completing presentations on various capital funding topics, Michigan school districts

Has testified as expert witness in the area of K-12 school bond finance before the Michigan legislature, Michigan school districts

Design of long-term capital improvement financing plans including government buildings, libraries, roads, and utility improvements for Michigan local governments

Preparation and sale of various forms of bond financings including general obligation, water/sewer revenue, special assessment districts, etc. for Michigan local governments

Completion of water/sewer rate studies and rate structure recommendations for Michigan local governments

Annual existing bond support including millage rate calculations for the L-4029 form, and continuing disclosure reporting for Michigan local governments

American Association of Certified Public Accountants

Michigan Government Finance Officers Association

Michigan Association of School Business Officials

Municipal Advisory Services for Local Governments

Municipal Advisory Services for Schools & Libraries

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