Institute

Access materials for each session in the Agenda below.

Discussion forum based conference for practitioners with 10+ years of experience in Austin, TX on March 5 – 6, 2026.

Discussion forum based conference for practitioners with 10+ years of experience in San Diego, CA on March 20 – 21, 2025.

Discussion forum based conference for practitioners with 10+ years of experience in Chicago, IL on April 4 – 5, 2024.

The Westin Kierland Resort & Spa, Scottsdale, AZ March 9-10, 2023

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

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…

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…

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.…

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…

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…