Municipal Advisory Services for Schools
Municipal Advisory Services for Schools
Elizabeth Bergman
Principal
Andy Campbell
CPA
Director
Brian S. Cooper
Principal
Ryan Fetters
Director
Marvin L. Founds
Managing Director
Belvia B. Gray
CIPMA
Principal
Daniel A. Hedden
CPA
Partner
Jesse Nelson
CPA
Partner
Lori Volz
Director
Our team of experienced, independent advisors works closely with school districts of all sizes to develop comprehensive solutions driven by data and rooted in best practices — helping you succeed today and anticipate tomorrow. We assist school districts to secure needed monies for operations, capital needs, cash flow, technology, new construction and deferred maintenance.
Our solutions
From your district’s annual budget or operational needs to extensive capital improvement plans, Baker Tilly’s advisors provide strategic and practical fiscal guidance allowing you to address immediate financial needs and achieve long-term goals.
Our independence from the bond underwriting process and our fiduciary responsibility to clients assures you of objectivity in analyzing, determining and planning.
Capital planning
- Debt management studies
- Long-range capital planning and implementation
- Project planning and financial development
- Referendum preparation
- Financial presentations to elected officials and the public
Financial management
- Accounting systems design, implementation and training
- Audit preparation and financial reporting
- Budget preparation and assistance
- Comprehensive financial planning
- Performance management and operational efficiency studies
Bond issuance and bond refunding
- Offering documents and bond sale preparations
- Presentations to bond ratings agencies
- Competitive bond sales and electronic
- Bidding services
- Refinancing debt
- Negotiated bond sales and private placements
- Coordination of bond closings
- Assistance to the trustee bank
- Post issuance tax compliance
- Escrow verifications
Post issuance
- In-progress construction reports
- Arbitrage rebate calculations
- Annual continuing disclosure filings
Environmental, social and governance – what it is and why it’s important to school districts
Environmental, social and governance (ESG) has continued to gain acceleration in recent years and has made its way into the government sector, including school districts. This article, published in the Ohio Association of School Business Officials (OASBO) online publication discusses the opportunities and risks associated with ESG categories and how to start the process for your district.
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly US, LLP, an accounting firm. Baker Tilly US, LLP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.