Live Webinar: Anatomy of a Final Numbers Run
The final numbers run is a critical document in a public finance transaction, providing far more than a summary of final principal amounts, interest rates, and debt service. It serves as the financial roadmap for the transaction, translating the economics of the financing into the key information that bond counsel, issuer’s counsel, underwriter’s counsel, disclosure counsel, and other members of the financing team rely on to verify compliance with legal requirements, finalize transaction documents and offering materials, and complete important federal tax analyses.
Join our panel of experienced public finance practitioners for a practical, in-depth review of final numbers for both a new money and a refunding transaction. Presenters will walk through each set of final numbers from the perspectives of the various members of the financing team, explaining how the numbers are used throughout the pricing and closing process and highlighting the key data points that drive legal, disclosure, and federal tax analyses and determinations.
Whether you’re a seasoned public finance professional or newer to the field, this webinar will provide a practical understanding of how to read and use one of the most important transaction documents in a public finance transaction and help strengthen your understanding of the legal, disclosure, and tax considerations that drive a successful bond closing.
Topics Include:
- Analysis of new money final numbers from the perspectives of bond counsel, issuer’s counsel, underwriter’s counsel, and disclosure counsel
- Practical and non-tax uses of final numbers in public finance transactions
- Analysis of refunding final numbers and related considerations
- Key federal tax concepts, including proof of bond yield, sources and uses, issue price, and weighted average maturity
Meet the Speakers
Jeff Qualkinbush
Barnes & Thornburg LLP
Katrina Desmond
Miller Canfield
Registration for The Institute is Open!
We are taking The Institute to sunny California next year! Attendance is limited to 100 participants to preserve the program’s highly interactive nature. Hosted at The Ritz-Carlton, Rancho Mirage, February 4-5, 2027.
