More than 350 top public finance professionals came together virtually and in-person for The Institute: Hybrid 2022, March 3-4, at the JW Marriott Miami Turnberry Resort & Spa in Miami, FL. Attendees spent two days discussing the latest news and information affecting the public finance industry. We hope to see you next year at The Westin Kierland Resort & Spa in Scottsdale, AZ, March 9-10, 2023. 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

Important CLE Information
  
If you have any updates to your registration, please fill out and return the form to registration@nabl.org before March 11, 2022. You can download your state CLE certificate(s) after March 23, 2022. 
  
Note: You only need to update your schedule if your overall credit amount changed from your original registration, or you added or removed the ethics session. If you updated your schedule in the app, it will not be updated in your online member profile. 
  
For questions regarding CLE credit or your certificates, contact cle@nabl.org
  

As a NABL sponsor, your organization will receive year-long, high-level recognition. Your logo, including a hyperlink to your company’s website, will appear on NABL's website and in our e-newsletters for the entire year. Your logo will also appear on conference promotional emails and on the closing PowerPoint slide of each panel session. A description of your company will also be posted on the sponsorship page of our website. Sponsors have a unique opportunity to support NABL’s efforts and raise the visibility of their organization to more than 2,500 members. Be recognized as a leader by the leaders; more than 85% of NABL members are firm partners and decision makers. Check out the 2022 Sponsorship Brochure, and contact Susan Zelner for more details.

 



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Capitalizing on Financing Interest
Alison J. Benge
Pacifica Law Group LLP
Seattle, WA

Hot Topics in Disclosure for 501(c)(3) Borrowers
Bill Burns
Gilmore & Bell, P.C.
Kansas City, MO

Understanding Securities Laws of Private Placements and Limited Offerings
Dan M. Deaton
Nixon Peabody LLP
Los Angeles, CA
Hill Happenings and Updates from DC Regulators
Brian Egan
NABL's Director of Governmental Affairs
Washington, DC
Roles and Responsibilities of Disclosure Counsel
Brian J. Garzione
Hawkins Delafield & Wood LLP
Washington, DC
Technical Tax Calculations: Arbitrage Edition
Gregory A. Ichel
The Arbitrage Group, Inc.
Hudson, WI

 
Trickier Tax Reissuance Questions under 1001
Taylor L. Klavan
Squire Patton Boggs (US) LLP
Houston, TX

 
Non-103 Tax Issues for the 103 Attorney
John T. Lutz
McDermott Will & Emery LLP
New York, NY
ESG: Diligence and Disclosure Considerations
Kimberly Magrini
Ballard Spahr LLP
Philadelphia, PA

Navigating Ethical Challenges in the Hybrid Work Environment
Michael L. Moore
New York City Law Department
New York, NY


 
Considerations When Making Continuing  Disclosures
Brandon C. Pond
Hillis Clark Martin & Peterson P.S.
Seattle, WA

 
Securities Law and Other Considerations for Forward Deliveries
Christine E. Reynolds
Orrick, Herrington & Sutcliffe LLP
Portland, OR
General Session: Tender Offers and Exchanges
William C. Rhodes
Ballard Spahr LLP
Philadelphia, PA
All About Allocations
John F. Stanley
Orrick, Herrington & Sutcliffe LLP
San Francisco, CA


 
Current Trends in Exempt Facility Bonds
Brian Teaff
Bracewell LLP
Austin, TX