Advanced Debt Management (GFI) 2023

Part 1: November 9, 2023 | 9:00 am - 12:00 pm (3 CPE - Specialized Knowledge)
Part 2: November 16, 2023 | 9:00 am - 12:00 pm (3 CPE - Specialized Knowledge)

*Required Course for the Advanced Level GFI Program
 

6 CPE | Specialized Knowledge

This forum provides an overview of planning for, issuing, and keeping in compliance with current laws and regulations pertaining to public sector debt.  This forum will focus on:

• The types of debt government entities can issue in New York
• The process of and the parties involved in a debt issuance transaction
• The components of a Debt Management Policy
• What debt proceeds can be used for in accordance with NYS Local Finance Law
• The fundamentals of refinancing debt; *Post debt issuance compliance requirements
• Proper accounting and financial reporting for short and long-term debt
• How financing a transaction through a debt issuance and leasing differ

Christopher Healy, CPA, CGFM, Partner, MMB & Co.

Stephanie Lom, Managing Director, Raymond James & Associates, Inc.

Jeffrey Stone, Bond Counsel, Hodgson Russ, LLP

Andrew Watkins, Financial Analyst/Municipal Advisor, Fiscal Advisors & Marketing, Inc.

Not enrolled in the Government Finance Institute (GFI) program?  Click Here for more details!

Policies

• Upon registering for this event, you agree to the below policies. 

REGISTRATION POLICY: 

• Payment should be made in advance.
• If you need a hard copy of the registration form, please contact the office. 

CPE/GFI CREDITS

• CPE- Only viewers of the live program can earn CPE credit.
• GFI-  Credit can be earned by viewing the live or recorded version of this program.

CANCELLATION POLICY: 

• Cancellation notices must be made in writing and emailed to info@nygfoa.org.
• Cancellations made up to one week prior to the event, will be refunded the registration fee less an administrative fee of $15.00.
• No refunds will be issued for cancellations made less than one week before the event; the registrant is liable for the full amount of registration.
• No Shows are liable for all registration fees. 

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• By registering for this program, you give NYGFOA the right to publish and distribute photos and/or videos taken of you during the program.

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ADA Policy:

• If you require special accessibility or accommodations, please email Mandie at connell@nygfoa.org