Terri Y. Heaton

Principal, CIPMA · +1 (651) 223 3022

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Terri Heaton, a principal at Baker Tilly, has more than 30 years of experience in local government finance and economic development.

Terri's primary focus is with metropolitan suburbs and regional centers. She has assisted clients with the issuance of more than 500 bond issues to finance government facilities, roads and streets, utilities, economic development projects, hospitals, theaters, community centers, civic centers, airports, transportation systems and park and recreation amenities.

Registered Municipal Advisor with the Securities and Exchange Commission.

  • Municipal advisor since 2002
  • Serves municipalities in the Midwest
  • Assists clients in attaining financial goals through effective public financial management and economic development
  • Assists issuers in developing unique and complex financings supported with: tax increment, hospitality or sales taxes, abatement, conduit debt, tax credits, federal and state funding, assessments, utility revenues, other funding structures for public and private development
  • Manages operational and structural challenges
  • Develops strong organizational management and human resource teams
  • Served as chief financial officer for the City of Bloomington and its Port Authority
  • Senior auditor at the Minnesota Office of the State Auditor

Industry

  • National Association of Independent Public Finance Advisors (NAIPFA), Board Member (2010-2012), Vice President (2013-2014) President (2015-2016) Past President (2017-2018)
  • Minnesota Institute of Public Finance. (MIPF)  Member of the Board
  • Government Finance Officers Association (GFOA) – National and State Associations
  • League of Minnesota Cities 
  • Association of Minnesota Counties
  • Minnesota City/County Management Association
  • Economic Development Association of Minnesota (EDAM)
  • Public Employees Retirement Association (Past President)

Continuing professional education

  • Certified Public Accountant (inactive license)
  • Certified Independent Professional Municipal Advisor (CIPMA)
  • Hamline Public Works Academy guest faculty

Location

Minnesota

Education

University of St. Thomas – Saint Paul (Saint Paul, Minnesota)
Master of Business Administration

Saint Cloud State University – Saint Cloud (Saint Cloud, Minnesota)
Bachelor of Science in accounting