2. What were the top reasons you first joined NABL, and why do you renew your membership each year?
I first joined NABL because of the quality of NABL’s continuing education programs and publications. I renew each year because of the camaraderie amongst the membership. While many of us are competitors, we share a common goal of sharing and advancing our knowledge.
3. As the chair of the Understanding the Role of Municipal Advisors panel sessions at The Workshop, what are some takeaways attendees can expect from these sessions this year?
We have an exciting program planned and a terrific group of panelists, including representatives from the SEC, MSRB and FINRA. The key takeaway of the introductory session is to provide you with a fundamental understanding of the regulations that impact municipal advisors. The key takeaway of the advanced session is to provide you with an understanding of enforcement actions, risk areas and complex issues that arise when applying the regulations.
4. What would you say to those involved in public finance to encourage them to attend The Workshop?
Tremendous planning has gone into this year’s program. The steering committee has worked diligently to provide you with content reflecting current issues affecting public finance. I encourage you to come learn more about these issues and how they may impact your current practice.