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Schools finance power hour: Demystifying the bond sale

Baker Tilly CPE Webinars

June 28 @ 12:00 pm 1:00 pm EDT

Free 1 CPE credit

Bonds play a pivotal role for the acquisition and improvement of K-12 school facilities, providing funds for new construction, additions, renovations and equipment purchases to enhance campuses. In our upcoming event, hosts Jay Staley and Matt Bubness welcome guests Belvia Gray and Tim Sutton to guide us through the intricate world of municipal bonds sales. During this session, they will explore the roles and responsibilities of bond sale participants, differentiate between competitive and negotiated sale methods and discuss critical considerations for each type of sale. Join us for an enlightening discussion on the municipal bond process.

Learning objectives:

After joining this session, attendees will be able to …

  • Demonstrate a key understanding of the roles and responsibilities of participants in a municipal bond sale process.
  • Differentiate between competitive sale and negotiated sale methods, highlighting key differences in the bidding process and negotiation dynamics.
  • Leave with a set of strategic questions to ask advisors in a bond sale scenario.

Hosts:

Jay Staley, Ed.D., Director

Matt Bubness, Director

Presenters

Belvia Gray, Principal

Tim Sutton, Managing director

Who should attend

Directors of finance, chief financial officers (CFOs), business managers, superintendents

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