March 7-8, 2019 | Hyatt Regency Coconut Point | Bonita Springs, FL
Attendees will also benefit from a panel discussing the basics of Opportunity Zones, in light of the recently enacted Disaster and Recovery Opportunity Act. Also, learn how blockchain technology and cryptocurrency may chart new courses in the raising of capital.
We look forward to seeing you at The Institute.
2019 Institute Chair
E. Tyler Smith
Parker Poe Adams &
2019 Institute Vice Chair
Matthias M. Edrich
Kutak Rock LLP
$895 per NABL member
$1340 per non-member (This rate includes the registration fee and 2019 NABL membership dues.)
The Institute is a NABL members-only event. All Institute attendees must be paid 2019 NABL members at the time of the event. NABL membership is by individual, not by firm. Learn more about the benefits of NABL membership.
Attendance & Registration
The Institute is designed for individuals with at least 5 years of experience in the municipal finance area who desire a deep examination of the tax, securities and state laws that impact bond transactions. The number of registrants is limited, determined on a first-come, first-served basis.
Registration cancellations must be received in writing (fax, email, or mail) per the schedule below. Substitutions of attendees are permitted up to the first day of the Institute.
Why Cryptocurrency and Blockchain Will be Relevant to You
Thursday, March 7, 8:15 am - 9:30 am
Presenter: Stevie D. Conlon (Vice President, Tax and Regulatory Counsel, Wolters Kluwer – Chicago, IL and Boston, MA)
The public finance practice is steeped in tradition and history. Although the fundamental characteristics of the municipal bond market have remained stable for more than a century, financial and technological innovation have been an important component for many years. For example, game changing variable rate remarketed instruments were developed in this market over 30 years ago. Financial derivatives have also long been employed in the municipal bond market. However, evolution continues and the market may soon feel the ripples and waves of a new technology that is changing the shape and structure of finance.
This new technology is the encrypted distributed transaction ledger system referred to as “blockchain.” The financial industry has already started to implement blockchain for use in banking settlement systems, and other industries are well underway in efforts to use blockchain to streamline and automate transactions. First steps are being taken even in the municipal market to try to apply blockchain in bond financings, with the city of Berkeley, California, being one of the first issuers actively discussing the issuance of bonds using the distributed ledger system.
Please join us at the Institute’s General Session on Thursday, March 7 for a discussion by Stevie D. Conlon concerning this new technology and its potential impact on our public finance practice, as well as the related cryptocurrency technology. Stevie Conlon is vice president, tax and regulatory counsel for Wolters Kluwer, and leads the firm’s U.S. Advisory Services group, which advises financial institutions concerning regulatory requirements and its Fintech Task Force. Ms. Conlon is also a leader in the firm’s Investment Compliance Solutions business where she oversees tax regulatory issues and various software products. Prior to joining Wolters Kluwer, Ms. Conlon had many years of experience as a public finance and municipal derivatives attorney. She is a noted legal expert on financial instruments and has spoken and written widely concerning practical, regulatory and tax considerations relating to blockchain and cryptocurrencies.
Luncheon & Panel Discussion: An Update from DC
Moderator: E. Tyler Smith, 2019 Institute Chair
Panelists: Dee Wisor, NABL President; Elizabeth Walker, NABL Governmental Affairs Committee Chair; Keirston Woods, NABL Governmental Affairs Committee Vice Chair, and Jessica Giroux, NABL Director of Governmental Affairs
During the luncheon presentation, you will learn what’s new on Capitol Hill, including how NABL has enhanced its advocacy and educational efforts over the past year. We will discuss how you can play a bigger advocacy role through NABL's Governmental Affairs Committee, and how NABL is moving the needle when it comes to the issues most important to the municipal market and to NABL members.
Thursday, March 7, 5:30 pm - 6:30 pm
Friday Morning Breakfast with the MSRB
Friday, March 8, 7:30 am - 8:30 am
In this special Friday morning continental breakfast offering, members of the Municipal Securities Rulemaking Board (MSRB) will discuss the MSRB’s 2019 initiatives. NABL members will have an opportunity to provide their perspective on challenges and concerns in the municipal market. This interactive breakfast session is an opportunity to increase engagement and communication between our two organizations.
The Institute will cover 14 breakout session topics dealing with current issues in public finance law and ethics. Government participants will join many of the panels, offering attendees the most up-to-date views of industry regulators. Please note, however, that as developments warrant, the topics shown may need to be adjusted to address current developments in the area.
NEW THIS YEAR: Members must register first for the Institute and NABL will follow up with a confirmation email including a link to reserve your hotel accommodations.
Hyatt Regency Coconut Point
5001 Coconut Road
Bonita Springs, Florida 34134
The hotel reservation deadline is Wednesday, February 6, 2019.
This is peak season in Bonita Springs, Florida. Due to high guestroom demand over our meeting dates, NABL requests that only one hotel reservation be made per conference registration.
Note: A one-night nonrefundable deposit will be charged to your credit card at the time of reservation, and an early departure fee will apply to guests that check into the hotel and decide to leave early. Please ensure your reservation arrival and departure dates are correct prior to checking in.
Air Travel and Ground Transportation
It is recommended to fly into Southwest Florida International Airport (RSW), which is 14 miles or approximately 20 minutes from the hotel.
LB Transportation, located at the resort, provides airport transfers to and from the airport. For rates, please visit them at www.lbtransfl.com.
The rate for a one-way taxi ride from the airport to the hotel is approximately $40 and UberX is about $28.
The Institute offers the ability to earn up to 10 hours of CLE credit, which includes 1.25 hours of ethics credit. In states with a 50-minute CLE hour, up to 12 hours of credit is anticipated, including 1.5 hours of ethics credit.
This is an excellent opportunity to keep current with your law specialty and easily fulfill your mandatory CLE requirements. NABL will apply for CLE credits, including ethics and professionalism credits, from those states that have mandatory CLE requirements. The necessary forms will be available at the program.
Become a NABL Sponsor, contact Susan Zelner for more information.