Indiana water and wastewater utilities financing projects with IIJA funding should understand how the SRF asset management program requirements have changed.

New Indiana SRF asset management program requirements

Jessica Eckerle Lynch is a director in the public sector practice group. Since joining in 2010, Jessica has been involved with numerous professional engagements including financial studies for municipally owned utilities, not-for-profit corporations, regional water and sewer districts and conservancy districts. These studies quite often have involved the determination of utility revenue requirements, cost-of-service studies and the financial planning associated with the issuance of tax-exempt bonds. She also assists clients with budget preparation and capital planning.

Jessica Eckerle Lynch is a director in the public sector practice group. Since joining in 2010, Jessica has been involved with numerous professional engagements including financial studies for municipally owned utilities, not-for-profit corporations, regional water and sewer districts and conservancy districts.

Master of Business Administration
Indiana University

Registered municipal advisor with the Securities and Exchange Commission

Develops utility revenue requirements, cost of service allocations and rate design

Develops utility financial management reports

Provides long-range capital planning for utilities and evaluates funding alternatives

Assists utilities with the issuance of debt to finance infrastructure projects or to refinance existing debt obligations

American Institute of Certified Public Accountants (AICPA)

Indiana Water Environmental Association (IWEA)
– Chair of IEWA Utility Management Committee
– Past co-chair of the IWEA Young Professionals Committee

Guest speaker at various professional organizations

Municipal Advisory Services for Utilities

Led by notable industry professionals and colleagues, the leadership summit is back for another year. Join us in-person for a full day of educational sessions and conversations on a variety of topics impacting Indiana communities including trends in economic development, case studies, community strategic and financial planning and more. Who should attend This summit is intended for thought leaders from cities, towns, counties, economic development organizations, schools and utilities interested in or responsible for financial management and/or public finance across the state of Indiana. 2024 Agenda Our agenda has been announced! Please note, our agenda is subject to change. More details on CPE will be available soon. 7:30 – 9:00 a.m. | Registration and breakfast 8:00 – 9:00 a.m. | Pre-event session Empowering Indiana communities: Economic development 101 Heidi Amspaugh, principal, Baker Tilly 9:00 – 9:15 a.m. | Welcome and intro comments Jessica Lynch, director, Baker Tilly Mayor Sue Finkam, City of Carmel 9:15 – 10:15 a.m. | Navigating economic development trends: Strategies for resilient communities  Moderated by Emma Adlam, director, Baker Tilly Linda Walczak, vice president of expansions and retention, Indiana Economic Development Corporation (IEDC) Steve Roelle, executive director, Warrick County Economic Development, Success Warrick County 10:15 – 10:30 a.m. | Break 10:30 – 11:30 a.m. | Concurrent sessions Impactful planning: Achieve sustainability and secure IRA funding Doug Baldessari, partner, Baker Tilly Susan Reed, managing director, Baker Tilly Jason Tanselle, director, Baker Tilly Municipal debt 101: What every elected official should know Sean McGill, senior manager, Baker Tilly Greg Balsano, manager, Baker Tilly 11:30 – 1:00 p.m. | Lunch and learn: The journey of Carmel Lunch will begin at 11:30 a.m., but the "The journey of Carmel presentation" will be from Noon  – 1 p.m.  Mayor Sue Finkam, City of Carmel Kara Kollross, director of finance, Carmel Clay School District Heidi Amspaugh, principal, Baker Tilly Lindsay Simonetto, director, Baker Tilly 1:00 – 2:00 p.m. | Concurrent sessions How to use TIF to boost your local economic development and community growth Moderated by Andy Mouser, director, Baker Tilly Mayor Angie Nelson Deuitch, City of Michigan City Plan for your community’s future: A guide to strategic and financial planning Jay Staley, director, Baker Tilly Ross Hagen, senior manager, Baker Tilly 2:00 – 2:15 p.m. | Break 2:15 – 2:45 p.m. | Exploring the credit landscape: Insights from top rating agencies Moreen Skyers-Gibbs, S&P Global Ratings Ryan Patton, assistant vice president – analyst, Moody’s Investors Service 2:45 – 3:35 p.m. | Forging connections: Working together for their communities Moderated by Matt Eckerle, principal, Baker Tilly Matt Greller, CEO, Accelerate Indiana Municipalities (Aim) Bob Taylor, executive director, Indiana Association of Public Schools Superintendents (IAPSS) Alan Tio, executive director, Indiana Economic Development Association (IEDA) David Bottorff, executive director, Association of Indiana Counties (AIC) 3:55 – 4:00 p.m. | Closing comments Eric Walsh, partner, Baker Tilly

Jessica Eckerle Lynch

Location

Indianapolis, IN

Education

Expertise

Jessica's latest insights

New Indiana SRF asset management program requirements

Jessica's upcoming events

Conference

Crossroads of America Leadership Summit 2024