Tax Exempt Bond Compliance Conference 2017 Agenda
Hilton Lake Buena Vista | Orlando, FL
December 4- December 6, 2017
   

Monday, December 4

7:00 a.m. - 8:15 a.m.    Breakfast

8:15 a.m. - 8:30 a.m.    Introductory Comments

8:30 a.m. - 12:00 p.m.    Primer: Fundamentals of Compliance (Ice Miller LLP)

12:00 p.m. - 1:00 p.m.    Lunch

1:00 p.m. - 1:30 p.m. Conference Kickoff

1:45 p.m. - 3:30 p.m     Session 1: Developing and Strengthening Your Compliance & Monitoring Policy (Swap Financial & Hilltop Securities) Ohio State Univ, NC State Univ

3:45 p.m. - 4:45 p.m.     Session 2: Using the Financial System & Other Reporting Tools to Optimize Time (Hilltop Securities) Coastal Carolina Univ

5:00 p.m. - 6:00 p.m.    Welcome Reception

Tuesday, December 5

7:00 a.m. - 8:15 a.m.     Breakfast

8:15 a.m. - 8:30 a.m.    Introductory Comments

8:30 a.m. - 10:15 a.m.    Session 3: From Simple to Complex ‐ the Private Business Use Calculation (Pacifica Law Group & DAC Bond) Univ of Central FL

10:30 a.m. - 12:00 p.m.    Session 4: New Allocation Rules for Mixed Use (Pacifica Law Group) Univ of MN

12:00 p.m. - 1:00 p.m.    Lunch

1:00 p.m. - 2:00 p.m.    Session 5: Form 990 Schedule K (KPMG) Tufts Univ

2:15 p.m. - 3:45 p.m.    Session 6: Administering Management Contracts and the New Safe Harbors (Chapman & Cutler) Univ of MI

4:00 p.m.- 5:00 p.m. Deep Dive #1: Private Use Compliance (KPMG)

Wednesday, December 6

7:00 a.m. - 8:15 a.m.     Breakfast

8:15 a.m. - 8:30 a.m.    Introductory Comments

8:30 a.m. - 9:30 a.m.    Session 7: P3 (Gray Robinson) Univ of South FL

9:45 a.m. - 10:30 a.m.    Deep Dive #2: Reallocations (Ice Miller)

10:45 a.m. - 12:00 p.m.   Session 8: Strategic Debt Planning (Hinckley Allen) Univ of MN, Tufts Univ

12:00 p.m. - 1:00 p.m.    Lunch

1:15 p.m. - 2:00 p.m    Deep Dive #3: Refundings (DAC Bond)

2:15 p.m.- 3:00 p.m.    Deep Dive #4: Understanding PBU Exceptions (KPMG)

 

 

Note: Program is preliminary and subject to change.