Municipal Debt 101: The Basics of Bond Issuance
Josh Low - Ehlers, Casey Griffiths - Ehlers
If you are new to government finance, an infrequent issuer of municipal securities, or just want to brush up on the basics, then you don’t want to miss this informative session covering the fundamentals of municipal debt. In Municipal Debt 101, we explore the debt issuance process from start to finish. Along the way, our advisors address the different types of financing options, the various players in any given transaction and their roles, and best practices for fulfilling post issuance obligations, such as continuing disclosures and arbitrage.
Tax Increment Financing 101: From Concept to Creation
Ariana Schmidt - Ehlers, Paul Boening - Ehlers
Tax Increment Financing (TIF) is a valuable tool that local governments can utilize to foster economic development. In light of the current interest rate climate and rising project costs, it is essential for communities to capitalize on every opportunity to plan for the future and attract new industries, businesses, and residents. Join Ehlers' Senior Financial Specialists Ariana Schmidt and Paul Boening as they discuss how TIF can open new pathways for growth and success.
The Fundamentals of Public Funds Investing
Tami Olszewski, CPFIM - Ehlers
In today’s legislative landscape and complicated budget limitations, it’s become increasingly important for municipalities to understand and effectively leverage all resources available to meet financial goals. Join Ehlers’ Senior Investment Adviser Tami Olszewski, as we explore the fundamentals of public funds investing. We will review Wisconsin permissible investments, the importance of developing strong investment policies to help safeguard your assets and liquidity, as well as building an effective cash
management strategy.
Welcome & Lunch
Words Matter! Development Agreement Terminology
Greg Johnson - Ehlers
Once a TIF assistance package is determined, it is important to ensure the development agreement accurately reflects the financial terms and appropriate terminology is used. This session focuses on best practices to define how TIF payments are calculated, incremental value is defined, how Municipal Revenue Obligations are used, and common mistakes to avoid in development agreements.
From Income to Arbitrage: Post Issuance Debt Management Strategies
Tami Olszewski, CPFIM - Ehlers, Stephen Broden - Ehlers
Issuing debt to fund your projects involves careful planning and preparation. An often-overlooked component involves planning for the investment of your debt proceeds and related IRS Arbitrage compliance considerations. This session will focus on the strategies used to plan for investment income while seeking to mitigate arbitrage liability.
Key concepts of investing your funds in alignment with spend down targets, building a strategy to meet arbitrage exceptions, and preparing you for reporting obligations will be introduced.
Myth Busters! Tax Incremental Financing Demystified
Todd Taves - Ehlers, Brian Reilly, CFA - Ehlers
Wisconsin municipalities rely on Tax Incremental Financing to shape development in their communities. A powerful tool for economic development, its impacts on taxpayers, municipal finance and developer profits are often mischaracterized and misunderstood. This session will focus on common TIF myths, debunking them and providing the facts on TIF impacts and how to combat misinformation.
Keep the Water Running! Lead Line Replacement Programs & Funding
Brian Roemer - Ehlers, Ben E. Wood - Strand Associates, Jake Lichter - Quarles & Brady, LLP
The Bipartisan Infrastructure Law (BIL) provided additional dollars to Wisconsin municipalities through the Safe Drinking Water Fund Program to address lead service line (LSL) replacement. While the increased funding is a positive, the federal requirements of BIL money no longer allow the State to provide LSL funding as 100% principal forgiveness. This session will discuss the process for securing safe drinking water funding for LSL replacement and the options for repaying the loan portion of the funding, including the establishment of a separate municipal charge to benefiting property owners.
Pass or Fail? Best Practices for a Successful Levy Limit Referendum
Harry Allen - Ehlers, Kayla Thorpe - Ehlers, Chad Brecklin - The City of Fitchburg
Levy limit referendums offer local governments a critical tool for exceeding state-imposed property tax caps, especially as rising costs and the compounding effects of levy limits place increasing financial pressure on municipalities. It has become essential for policymakers to understand the legislative requirements, timelines, and strategic considerations involved in levy limit referendums. This joint session will provide a comprehensive overview of levy limit referendums while exploring a variety of case studies to provide you with best practices for navigating the referendum process.
Reception
Hot Breakfast Buffet
Poise & The Press: Effectively Managing Media Relations
Joe Murray - Ehlers, Hilary Mintz - Waukesha County
Interacting with the media can be intimidating or challenging for most Municipal Leaders but is a necessary part of the Job. This session will touch on important tips to develop working relationships with your local media outlets, how to effectively communicate and manage the media, and how to partner with new outlets to tell your story and get your messaging to your constituents.
Innovation Program Update
Sean Lentz - Ehlers, Valeah Foy - Wisconsin Department of Revenue
The Innovation Grant Program was created through Act 12 in 2023 to encourage governmental efficiency and savings . Hear from representatives from the Wisconsin Department of Revenue as they describe the details of both the Innovation Planning Grant program that has an application process that runs through February, 2025 as well as the Innovation Grant program that is expected to be launched in the summer of 2025.
Affordable Housing for Wisconsin Communities: A Panel Discussion
Phil Cosson - Ehlers, Brian Doudna - Sheboygan County, Josh Schoemann - Washington County
Providing affordable and workforce housing is critical when building sustainable and equitable communities. Join Ehlers’ Senior Municipal Advisor Phil Cosson as he leads a panel discussion that explores how two Counties are addressing this challenging issue through programs being provided in Sheboygan and Washington Counties.
Budget Forecast & Legislative Update
Jon Cameron - Ehlers, Jerry Deschane - League of Wisconsin Municipalities, Toni Herkert - League of Wisconsin Municipalities
Join the League of Wisconsin Municipalities’ Jerry Deschane and Toni Herkert as they share the latest in legislative activity from Madison. In discussing bills impacting local government, Jerry and Toni deliver an update on the State biennial budget process and the League’s legislative priorities. This general session wraps with an open mic Q&A with participants.