Team BLX

Kelli Kubicki

Managing Consultant - Dallas

214-325-9821
[email protected]
vCard

Craig Underwood

Tanya Barnes

Niki Bergin

Alan Bond

Josh Cain

Glenn Casterline

Eric Chu

Kristin Cragg

Jessica Doherty

Amber Fairless

Justin Gagnon, CFA

Laura Gausden

Ashley Glover

James Hatfield

Jeff Higgins

Allen Hueston

Matt Hunt

Amy Kron

Kelli Kubicki

Nancy Kummer

Caleb Lansky

Amanda Lisle

Christi McKnight

Vo Nguyen

Amber Rhodes

Greg Rowan

Robin Schlimgen

Guangyu Shi

Cindy Sixtos

Mendy Shugart

Sandee Stallings

Alexis Zuber

Webinars and Events

BLX/Orrick 2024 Post-Issuance Compliance Workshop (COMPLETED 11/22/2024)
Austin, TX and Virtual
11/21/2024 - 11/22/2024
Expiring 2017 Tax Cuts and Jobs Act Provisions and 2025 Tax Legislation Webinar (COMPLETED 9/24/2024)
Webinar
09/24/2024 - 09/24/2024
BLX/Orrick 2024 Post-Issuance Compliance Webinar (COMPLETED 5/7/2024)
Webinar
05/07/2024 - 05/07/2024
BLX/Orrick 2023 Post-Issuance Compliance Workshop (COMPLETED 11/17/2023)
Los Angeles, CA
11/16/2023 - 11/17/2023
BLX/Orrick 2023 Post-Issuance Compliance Webinar (COMPLETED 4/4/2023)
Webinar
04/04/2023 - 04/04/2023
Healthcare ESG Webinar (COMPLETED 12/6/2022)
Webinar
12/06/2022 - 12/06/2022
BLX/Orrick 2022 Post-Issuance Compliance Workshop - Hybrid Event (COMPLETED 11/4/2022)
Nashville, TN & Virtual
11/03/2022 - 11/04/2022
Healthcare Webinar (COMPLETED 7/28/2022)
Webinar
07/28/2022 - 07/28/2022
BLX/Orrick 2022 Post-Issuance Compliance Webinar (COMPLETED 5/3/2022)
Webinar
05/03/2022 - 05/03/2022
BLX/Orrick 2021 Post-Issuance Compliance Workshop - Hybrid Event (COMPLETED 10/29/2021)
Las Vegas, NV & Virtual
10/28/2021 - 10/29/2021
BLX/Orrick 2021 Post-Issuance Compliance Webinar (COMPLETED 5/20/2021)
Webinar
05/20/2021 - 05/20/2021
BLX/Orrick 2020 Post-Issuance Compliance Educational Webinar Series (COMPLETED 10/13/2020)
Webex Webinar
08/19/2020 - 10/13/2020
BLX/Orrick 8th Annual Post-Issuance Compliance Workshop - CANCELED
The Vdara Hotel, Las Vegas, NV
10/01/2020 - 10/02/2020
BLX/Orrick 2020 Post-Issuance Compliance Webinar: COVID-19 & Tax Exempt Debt (COMPLETED 3/24/2020)
10 am PDT / 1 pm EDT
03/24/2020 -
BLX/Orrick 7th Annual Post-Issuance Compliance Workshop (COMPLETED 11/15/2019)
The Line Hotel, Austin, TX
11/14/2019 - 11/15/2019
BLX/Orrick 2019 Post-Issuance Compliance Updates Webinar (COMPLETED 5/16/2019)
10 am PDT / 1 pm EDT
05/16/2019 -

Conferences

CSMFO
Anaheim, CA
01/30/2024 - 02/02/2024
GFOA-AZ (Spring)
Flagstaff, AZ
02/07/2024 - 02/09/2024
GFOA - NAT'L
Orlando, FL
06/09/2024 - 06/12/2024
HETI
Austin, TX
06/13/2024 - 06/14/2024
GFOA - AZ (Summer)
Tucson, AZ
08/01/2024 - 08/01/2024
Women In Public Finance
San Diego, CA
09/18/2024 - 09/20/2024
NCSHA
Phoenix, AZ
09/28/2024 - 10/01/2024
Bond Buyer - California Public Finance
San Francisco, CA
10/23/2024 - 10/25/2024
GFOA-CO
TBD, CO
11/13/2024 - 11/15/2024

BLX Brochures and Publications

BLX Firm Overview
BLX All Services Summary
BLX Arbitrage Rebate
BLX Continuing Disclosure
BLX Post-Issuance Tax Compliance for Non-Profit Organizations
BLX Post-Issuance Tax Compliance for Tax-Exempt Bond Issuers
BLX Structured Investments Bidding
BLXSwap Web-Based Swap Monitoring
BLX ESG Services
Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities