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Schools finance power hour: Demystifying the bond sale

Bonds play a pivotal role for the acquisition and improvement of K-12 school facilities, providing funds for new construction, additions, renovations and equipment purchases to enhance campuses. In our upcoming event, hosts Jay Staley and Matt Bubness welcome guests Belvia Gray and Tim Sutton to guide us through the intricate world of municipal bonds sales. During this session, they will explore the roles and responsibilities of bond sale participants, differentiate between competitive and negotiated sale methods and discuss critical considerations for each type of sale. Join us for an enlightening discussion on the municipal bond process.

Learning objectives:

After joining this session, attendees will be able to …

  • Demonstrate a key understanding of the roles and responsibilities of participants in a municipal bond sale process.
  • Differentiate between competitive sale and negotiated sale methods, highlighting key differences in the bidding process and negotiation dynamics.
  • Leave with a set of strategic questions to ask advisors in a bond sale scenario.

Hosts:

Jay Staley, Ed.D., Director

Matt Bubness, Director

Presenters

Belvia Gray, Principal

Tim Sutton, Managing director

Who should attend

Directors of finance, chief financial officers (CFOs), business managers, superintendents

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

Level: Basic

CPE credit: One (1) hour total credit

Fields of study: Specialized knowledge

A certificate of completion will be emailed to you four to six weeks following the event. For more information regarding administrative policies such as complaint and refund policies, please email [email protected].

CPE sponsors

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm and provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Municipal Advisors, LLC

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