Institute

The Institute 2024
Explore municipal finance best practices, trends, and challenges.

ALL SESSIONS: The Institute 2021
Purchase all 10 of the recorded panel sessions from The Institute: Virtual 2021, March 3-5, 2021.

Reissuance and Refunding Matters and Final LIBOR Countdown [Institute 2021]
This session addressed the phaseout of LIBOR and related reissuance and refunding implications. Current and proposed regulations as well as NABL comments to the proposed regulations were discussed.

Understanding the Roles of Disclosure & Underwriter’s Counsel [Institute 2021]
This session compared and contrasted the roles of underwriter’s counsel and disclosure counsel, including: due diligence responsibilities, working with in-house counsel, working with guidelines for outside counsel, client expectations, industry…

Ongoing Disclosure Undertakings and Practical Due Diligence [Institute 2021]
This panel discussed the SEC Rule 15c2-12 and how municipal securities issuers, underwriters, municipal advisors and counsel have adjusted and implemented the amendments to the Rule. The panel also discussed…

Taxable Municipal Bonds – Documentation, Tax & Disclosure Issues [Institute 2021]
This session addressed the pronounced increase since 2020 in the issuance of taxable bonds by states and municipalities as well as 501(c)(3) borrowers, including: tax, securities, disclosure and market issues.…

Investor Considerations and Other Disclosure Trends [Institute 2021]
This panel discussed industry trends and best practices relating to risk disclosure and other considerations such as COVID impacts and response, cybersecurity, and climate change (why are these risks, drafting…

Working with Working Capital [Institute 2021]
The session addressed all aspects of working capital financings and the associated considerations undertaken by tax counsel. The session included discussions on short-term, long-term, and extraordinary working capital financings, as…

Ethics – Municipal Finance & Working in the New Normal [Institute 2021]
This session discussed how the pandemic has changed the way we practice as public finance practitioners, from providing competent representation and maintaining client confidentiality in the world of remote working,…

Electronic Disclosure – Practical Considerations [Institute 2021]
This session discussed electronic disclosure by state and local municipal bond issuers – use of websites, social media, and other electronic communications that may be considered speaking to the market.…