BLX/Orrick 2024 Post-Issuance Compliance Workshop (COMPLETED 11/22/2024)

A Comprehensive Overview of Post-Issuance Compliance Rules and Regulations for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The 2024 Workshop will be a hybrid event, with in-person attendance at the Austin Proper Hotel and a livestream option. The in-person option represents an excellent opportunity for attendees to interact and socialize with other attendees, industry professionals, and the BLX and Orrick team. In addition, through the livestream option, we will make available all content on a virtual platform with the ability for participants to interact with the presenters and other attendees throughout the workshop.

Both the in-person and livestream options will allow participants to replay any of the recorded sessions for up to 30 days after the event.

PROGRAM DESCRIPTION

The Workshop offers timely discussions of topics related to post-issuance compliance for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program with curated and insightful content to assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

AGENDA 

• Post-Issuance Compliance Overview
• PBU Rules and Exceptions
• Management and Service Contracts – Rules and Measurement Methodology – UPDATED
• Sponsored Research – Rules and Measurement Methodology – UPDATED
• Market Update and Outlook
• AI and Municipal Bonds – NEW
• PBU – Top 10 (Potential) Mistakes – NEW
• Arbitrage Rebate Compliance and the Return of Positive Arbitrage
• Arbitrage Rebate Case Studies – NEW
• Borrower Perspective – Our Post-Issuance Compliance Program
• IRS Enforcement and Audits Update
• PBU – Beyond Compliance
• Managing Continuing Disclosure Obligations – UPDATED
• 2023 IRS Schedule K Review

FOR SCHEDULE AND DETAILED SESSION DESCRIPTIONS CLICK HERE – NEW!

BLX SENIOR REPRESENTATIVES & ORRICK PUBLIC FINANCE AND TAX PARTNERS AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

CPE/CLE/CTP Credits offered.

SCHEDULE (Central Time)

Thursday, November 21
8:00 am – 9:00 am Registration & Breakfast (in-person attendees)
9:00 am – 12:30 pm Workshop Sessions
12:30 pm – 1:30 pm Lunch Break
1:30 pm – 5:00 pm Workshop Sessions
5:00 pm – 7:00 pm Cocktails (in-person attendees)

Friday, November 22
8:15 am – 9:00 am Breakfast (in-person attendees)
9:00 am – 1:00pm Workshop Sessions
1:00pm Workshop Concludes

WORKSHOP PRICING

Nonprofit organizations and issuers / governmental organizations:

• In-person: $775
• Virtual: $675

Industry professionals*:

• In-person and Virtual: $1,245

An invoice with payment instructions will be sent upon registration. Payment is due prior to November 15, 2024.

* Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Sixtos at [email protected].

HOTEL INFORMATION

BLX secured a limited number of rooms at a special discounted rate at the Austin Proper Hotel. The last day to book a room was Wednesday, October 30, 2024.

For a list of Hotel Amenities, CLICK HERE and for a list of things to do in Austin, CLICK HERE.

Refunds, Cancellations and Concerns

For in-person registrations, requests to refund registration fees must be received in writing by October 30, 2024, and will be subject to a $100 cancellation fee. No refunds will be granted after October 30.

For virtual registrations, requests to refund registration fees must be received in writing by November 18, 2024, and no cancellation fee will apply. No refunds will be granted after November 18.

Refunds or cancellations of hotel bookings need to be requested from Austin Proper Hotel and are subject to their policies.

For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207

THANK YOU TO OUR SPONSORS

For information about sponsorship opportunities, please contact Alan Bond at [email protected].

** Hotel Fees

The current applicable hotel occupancy room tax of 17% for the Austin Proper plus 4% health and wellness tax will be charged in addition to room rates. The Resort Fee will be waived.

DISCLOSURES

ATTORNEY ADVERTISING: Prior results do not ensure a similar outcome.

BLX is a subsidiary of Orrick. BLX does not provide legal services.

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