Understanding Arbitrage Rebate Webinar 2023

Tuesday May 23, 2023
10:00 am - 11:00 am 

Rising interest rate yields on municipal investments are heightening the need for government finance officers to be more sensitive to arbitrage rebate pertaining to returns on the investment of idle bond proceeds.  As markets have not been in this position for years, this is a great opportunity to refresh your knowledge of the arbitrage rebate rules and regulations to be aware of, and prevent the incurrence of interest penalties on the investment returns of your entity's idle bond proceeds.   

1 CPE – Specialized Knowledge | 1 GFI Elective Credit

Presenters:

Jason Schwartz, CPA, President, Bernard P. Donegan, Inc.

Robert Smith, Esq., Partner, Hawkins Delafield & Wood, LLP

Moderator:

Carol Mark, Managing Director, J.P. Morgan Chase Bank, N.A.

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 participants in the live program can earn CPE credit.
• GFI - Credit can be earned by viewing either 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. A recording of the webinar will be sent to all attendees. 

Recording & Use of Photography Policy:

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

Personal Information Policy:

• NYGFOA may collect, store, or transmit your personal identifiable information such as name, address, contact information, preferences, demographic information, as well as any hotel or travel requests you provide us. This information is necessary for the facilitation of registration services for you. This information may be shared with other 3rd parties such as travel or lodging providers.

ADA Policy:

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