When financing a project through bond issuance, one of the most important early steps is developing the professional team. From developing the scope of the project, to undertaking the legal requirements, to selling the bonds and collecting the proceeds, each complex, important step in the process requires a coordinated team effort. 

Bonds 101: Part 2 – developing the working group

Bonds 101: Part 2 – Developing the working group

This article is part of a series to provide an overview of the bond issuance process.

Lindsay Simonetto is a director and municipal advisor with Baker Tilly’s public sector practice. Much of Lindsay’s focus is spent helping schools address financial and capital needs with long-term financial planning and through the issuance of municipal bonds.

Registered municipal advisor with the Securities and Exchange Commission

Lindsay Simonetto is a director and municipal advisor with Baker Tilly’s public sector practice.

Has assisted in more than $1.3 billion of municipal bond transactions

Serves as staff development leader for school and library segment group

Holds Series 50 and is registered with the SEC as a Municipal Advisor

Provides bond issuance assistance to various units of government ranging from schools to counties and hospitals

Develops financial feasibilities and financing options for capital projects

Presents at public meetings to explain bond financings

Helps bring financings to market and provides post-issuance services

Assists with planning for capital and operating referenda

Comprehensive financial planning for schools, counties, cities and towns

Indiana Association of Public School Superintendents

Indiana Association of School Business Officials

National Association of Municipal Advisors

Speaking at conferences and universities on municipal bond issuance and planning

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

Lindsay Simonetto

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Indianapolis, IN

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Bonds 101: Part 2 – developing the working group

Bonds 101, part 1

Lindsay's upcoming events

Conference

Crossroads of America Leadership Summit 2024