Skip to main content
Event Details
2026 Wisconsin Public Finance Seminar

2026 Wisconsin Public Finance Seminar

We are so proud to share in your mission to build vibrant, sustainable and equitable communities across Wisconsin. Yet fulfilling that mission isn’t just about public finance solutions – these are only the fundamentals of our work. It’s about people pulling together to create smart plans, build community consensus and share in the hard work that helps bring generational projects to life. That’s why we’re honored to invite you to our annual Wisconsin Public Finance Seminar. Similar to last year, we are offering three pre-conference workshops that cover the basics of debt issuance, tax incremental financing, and municipal budgeting – perfect for those new to municipal finance and anyone who’d like a refresher course. For the full seminar, we focused our curriculum on two learning tracks – Economic Development and Municipal Finance – and placed a significant emphasis on practical application of the principles. We also developed two joint sessions covering economic development case studies and the state of housing in Wisconsin.  We'll wrap up our time together with a full session that will offer strategies for economic development, staff recruitment, and municipal communications.  We hope you can join us!

Sessions at a Glance

Tax Increment Financing 101

Casey Griffiths - Ehlers, Joe Murray - Ehlers
Understanding the fundamentals of tax increment financing (TIF) is critical to help fill financial gaps and drive development initiatives forward. Join Ehlers’ advisors as they discuss basic principles of TIF and explain how it can be used effectively. This session will explore the building blocks of TIF, different types of TIF districts and their establishment requirements, the public approval process, and where to turn if things get complicated.

Municipal Debt 101

Paul Boening - Ehlers, Peter Meidal - Ehlers
If you are new to government finance, an infrequent issuer of municipal securities, or just looking to brush up on bond basics, then you do not want to miss this informative session covering the fundamentals of municipal debt. In Municipal Debt 101, we explore the debt issuance process from beginning to end. Along the way, our advisors address what questions you should ask when considering debt, the various players in any given transaction, and best practices for fulfilling post issuance obligations such as continuing disclosures and arbitrage.

Municipal Budgeting 101

Kayla Thorpe - Ehlers
Creating the annual budget can seem overwhelming and challenging for those both new and experienced in government finance. Understanding and focusing on the basics and mechanics of assembling an annual budget can set you and your community up for success. This session will review the fundamentals of budgeting including priority and goal setting, fund accounting, budget strategies and tax rate calculations.

Alternative Funding Sources & Covered Services

Brian Roemer - Ehlers, Ariana Schmidt - Ehlers
As municipalities across the State continue to struggle with levy limits there is a growing need to explore alternative revenue sources to maintain balanced operating budgets. Going beyond budgeting strategies discussed in Municipal Budgeting 101, this session will provide an overview of alternate revenue sources such as special charges for covered services, impact fees, connection charges, wheel tax, stormwater utilities and special assessments. With an emphasis on special charges for covered services, the session will also focus on the use of these revenue sources in Wisconsin and the pros and cons of considering them in your municipality.

Inside the Capital Stack: What Economic Development Staff Should Know

Keith Dahl - Ehlers, Schane Rudlang - Ehlers
City and county staff regularly evaluate economic development proposals that involve multiple sources of public and private financing. This session provides a practical overview of the major private financing and investor groups active in development projects, the asset classes they typically pursue, and how different investors assess risk and anticipated returns. Attendees will gain insight into how debt and equity capital, real estate investments, and layered financing structures come together in private-sector projects, and how a stronger understanding of investor expectations can improve project evaluation and the strategic use of local economic development tools.

Key Financial Indicators for Utilities

Jon Cameron - Ehlers, Gera McGuire - Moody's
In this session, we will dive into key financial indicators as identified by Moody’s Investor Services for water, sewer, electric and stormwater utilities. Case studies and examples will be used as part of this session to demonstrate how the metrics are calculated and apply to utilities. Moody’s staff will also present trends in these metrics across utilities in Wisconsin.

Affordable Housing Extension Case Studies

Phil Cosson - Ehlers, Jennifer Andrews - The City of Waukesha, Jeff Fortin - The City of Waukesha, Tim Blakeslee - City of Plymouth, Wisconsin
Many communities have leveraged the TIF one-year extension for affordable housing and housing stock improvements. Learn about some initiatives communities have undertaken using these funds and how the extension can be applied practically.

General Session: Economic Development Case Studies

Greg Johnson - Ehlers, Bob Duffy - The City of Oconomowoc, Noah Wiedenfeld - The City of New Richmond
A primary goal of economic development is to help transform areas. Hear how the City of Oconomowoc revitalized a foreclosed resort, former golf course, and shuttered shopping center, and how the City of New Richmond created a public private partnership to construct a new library and mixed use development.

Protecting Public Funds in Today’s Market Environment

Brian Johnson - Ehlers, Brian Reilly, CFA - Ehlers, Tami Olszewski, CPFIM - Ehlers
Attendees will have the opportunity to join members of Ehlers’ Investment team for a panel discussion on current economic fundamentals and key considerations for cash and investment management in the current marketplace. We will discuss overarching themes for the past year and look at current economic trends shaping our strategies. We will save time for a question-and-answer session with the audience, so please come with any questions you have related to the economy or short-term interest rate environment.

Defendable TIF Project Plans

Harry Allen - Ehlers, Josh Low - Ehlers
Before you can put Tax Increment Financing (“TIF”) to work in your community, you need a project plan that’s sharp, defensible, and built to deliver results. Join us as we show you how to craft a strategic and compliant plan - from drawing boundaries that make sense to pinpointing which project costs and funding strategies truly belong in the district. We’ll dig into how to earn the confidence of your Joint Review Board (“JRB”) and the public, build in smart flexibility, and crack the code on proving the but-for test so your TIF is set up for long-term success from day one.

General Session: The State of Housing in Wisconsin: Challenges, Opportunities, and Strategic Insights

Jon Cameron - Ehlers, Greg Johnson - Ehlers, Dr. Matthew Mleczko - Marquette University, Andrew Hunt - Vieth Institute for Real Estate Leadership
Housing affordability and availability remain pressing issues for communities across Wisconsin. This session will provide a high-level overview of current housing trends, cost challenges, and the implications for municipalities and local economies. Attendees will gain fresh perspectives on how housing mix, market dynamics, and policy strategies can influence development and affordability. The discussion will encourage strategic thinking and explore practical approaches municipalities can consider to support housing growth and meet evolving community needs.

General Session: Creating Connections: Innovative Strategies for Economic Development, Recruitment, and Municipal Communications

Jon Cameron - Ehlers, Jay Shambeau - Innovative Public Advisors, Jess Wildes - Innovative Public Advisors
Municipal leaders are increasingly challenged to navigate complex economic development initiatives—from TID/TIF requirements to development agreements—while also communicating effectively with distinct audiences and recruiting top talent in a rapidly changing public-sector workforce landscape. This session will help attendees translate technical economic development concepts, strengthen intentional communication, and explore modern strategies for attracting high-quality leaders. Participants will leave with practical tools and insights to enhance organizational capacity and position their municipalities for long-term success.

Speakers & Presenters

Casey Griffiths

Senior Financial Specialist - Ehlers

Casey is a Senior Financial Specialist with our Wisconsin Municipal Finance team, supporting our Municipal Advisors with debt planning and issuance, as well as tax incremental financing and utility rate studies. Prior to joining Ehlers, Casey served more than 13 years in administrative positions with Wisconsin municipalities. He was the first City Administrator for the City of Cudahy, and also served as the Village Administrator for Wind Point, Administrative Services Director for the Village of Sussex and Assistant Village Manager in the Village of Elm Grove.

Joe Murray

Municipal Advisor - Ehlers

Joe began his career as a Municipal Advisor in 2007 and currently serves with our Wisconsin Municipal team. Prior to becoming an Advisor, he spent nearly 20 years working directly in local government for municipalities in Wisconsin, Michigan, Missouri, Kansas and Virginia. He served nine years as Village Manager for the Village of Greendale, Wisconsin. Joe’s first-hand experience in local government gives him valuable insight into the challenges our clients encounter every day. He combines that historical knowledge with exceptional listening skills and advisory expertise to create innovative and pragmatic financial solutions that help his clients complete projects and drive their community initiatives forward.

Paul Boening

Senior Financial Specialist - Ehlers

Paul is a Senior Financial Specialist with our Wisconsin Municipal Finance team, where he supports our Municipal Advisors with debt planning and issuance, tax incremental financing, and utility rate studies. Prior to joining Ehlers, he spent more than 20 years years in administration and leadership positions with Wisconsin municipalities. After beginning his career with Waukesha County, Paul served 14 years as the Deputy Clerk for the Village of Pewaukee before moving to the Village of Whitefish Bay, where he ultimately advanced into the role of Village Manager.

Peter Meidal

Municipal Advisor - Ehlers

Peter is a Municipal Advisor with our Minnesota Municipal Finance team, bringing more than 10 years’ public finance experience to his role with the firm. Prior to joining Ehlers, he worked as a Public Finance Analyst and Investment Banker with a regional broker-dealer and served with the State of Minnesota in the Minnesota Management and Budget (MMB) office and the Public Facilities Authority.

Kayla Thorpe

Municipal Advisor - Ehlers

Kayla is an Municipal Advisor with our Wisconsin Municipal Finance team, helping clients with public debt planning and issuance, project management, long-term financial management planning, economic development and redevelopment, and utility cash flow modeling. Kayla brings nearly 15 years of local and federal government experience to her role with the firm, most recently serving as the Administrator | Clerk for the Village of Butler, Wisconsin. She holds a bachelor’s degree in Political Science and a Master of Business Administration degree.

Brian Roemer

Senior Municipal Advisor - Ehlers

Brian is a Senior Municipal Advisor with our Wisconsin Municipal Finance team where he helps clients with fiscal studies, debt planning and issuance, and financial management planning. Since he joined the firm as an intern, Brian has quickly risen through the ranks due to his commitment to accuracy, dedication to customer service, and ability to break down complex financial concepts in a way that all client constituents can understand.

Ariana Schmidt

Associate Municipal Advisor - Ehlers

Ariana is a Associate Municipal Advisor with our Wisconsin Municipal Finance team, where she assists clients with debt planning and issuance, as well as tax incremental financing and utility rate studies. Prior to joining Ehlers in 2023, she gained nearly eight years of progressive experience in healthcare administration, earning advanced responsibilities and promotions along the way. Ariana holds a Master of Business Administration degree from Concordia University.

Keith Dahl

Senior Municipal Advisor - Ehlers

Keith joined Ehlers in 2019 and currently serves as a Senior Municipal Advisor with our Minnesota Municipal Finance team. His prior direct experience in local government, economic development and housing development gives him keen insight into the opportunities and challenges his client communities face. Keith displays a strong understanding of public financial assistance and is able to distill complex information into easy-to-understand terms.

Schane Rudlang

Municipal Advisor - Ehlers

Schane serves as a Municipal Advisor on our Minnesota Municipal Finance team where he primarily assists Ehlers’ clients with their Economic Development and Redevelopment initiatives. Prior to joining the firm, Schane spent 11 years as Bloomington’s Port Authority Administrator, leading over $1.3 billion in public and private investment in the South Loop District. His work included multiple Mall of America expansions, housing and hotel projects, business expansion and retention initiatives, and efforts to bring a World’s Fair back to the United States in Minnesota. He also was the primary contact for Bloomington’s legislative policies, working with lobbyists, policy experts and also testifying at legislative hearings.

Jon Cameron

Senior Municipal Advisor | Managing Director - Ehlers

Jon is a Senior Municipal Advisor and Managing Director with our Wisconsin Municipal Finance team, where he advises local governments, public utilities and special districts on the design and implementation of custom financial solutions. Prior to joining Ehlers in 2013, Jon was an Economic Consultant with Municipal Economics and Planning, a Division of Ruekert/Mielke. He was also a founding member of Trilogy Consulting, LLC, as a Principal and Senior Consultant. Clients rely on Jon for his ability to present complex analysis in an easy-to-understand format

Gera McGuire

Associate Managing Director - Moody's

Gera McGuire is an Associate Managing Director with Moody's Investor Services where she overseess multiple analytical and operational projects  and serves as a training resource with a focus on audit disclosure and standards in analytical reviews. Prior to joining Moody’s, Gera was a manager in the private sector and at Texas Scottish Rite Hospital for Children. Gera holds a MPA from the University of North Texas, as well as a B.A.A.S. from the the University of North Texas. Gera is a lifetime member of Pi Alpha Alpha and currently serves as volunteer for several community and university organizations.

Phil Cosson

Senior Municipal Advisor - Ehlers

Phil is a Senior Municipal Advisor who has been in Ehlers’ Wisconsin office since 1996. He guides local governments and public agencies in creating financial solutions that support the growth and maintenance of vibrant and sustainable communities. Prior to joining Ehlers, he worked with the Southeastern Wisconsin Regional Planning Commission and the City of Ocala, Florida. Phil is passionate about building long-lasting relationships with clients and collaborating to create meaningful change.

Jennifer Andrews

Director of Community Development - The City of Waukesha

Jennifer Andrews has a diverse range of work experience in community development and planning. Jennifer began their career in 1999 as a Planner for the City of Waukesha, where they performed various planning functions and served as city staff to several committees and authorities. In 2011, they became a Community Development Specialist, focusing on large scale development and redevelopment projects and serving as the primary point of contact for developers. In 2012, they were promoted to City Planner, assisting the Community Development Director in the development and implementation of various plans and codes. In 2014, they were promoted to Community Development Director, responsible for managing the Building Inspection, Planning, and Economic Development Divisions.

Jeff Fortin

Economic Development Manager - The City of Waukesha

Jeff Fortin is currently an Economic Development Project Manager at the City of Waukesha. He brings extensive experience to this post from previous roles at the City of Waukesha, City of Oak Creek,  and City of Glendale, Wisconsin, as well as consulting firm Ruekert/Mielke. Jeff  holds a Masters in Urban Planning from the University of Wisconsin-Milwaukee. His robust skill set includes government administration, economic development, downtown revitalization, facilities planning, and more.

Tim Blakeslee

City Administrator/Utilities Manager - City of Plymouth, Wisconsin

Tim Blakeslee is the City Administrator/Utilities Manager for the City of Plymouth, Wisconsin, where he oversees municipal operations, utilities, budgeting, and long-range planning. Since joining Plymouth in 2022, he has led complex infrastructure, economic development, and organizational initiatives while working closely with elected officials, staff, and community partners.

Tim brings over a decade of local government experience with a strong focus on strategic planning, fiscal management, utilities, and community-centered governance.

Greg Johnson

Senior Municipal Advisor - Ehlers

Greg is a Senior Municipal Advisor with our Wisconsin Municipal team. He guides local governments and public agencies in the design and implementation of financial solutions that empower communities to advance their critical missions. Prior to joining Ehlers in 2005, Greg worked in municipal government as an administrator in Kansas, Illinois and Wisconsin. Clients depend on Greg for his ability to comprehensively analyze their financial landscapes and construct innovative debt issuance and economic development programs.

Bob Duffy

Director of Economic Development & Tourismn - The City of Oconomowoc

Noah Wiedenfeld

City Administrator & Utilities Director - The City of New Richmond

Noah Wiedenfeld has served the community of New Richmond, WI for the past 11 years, and currently works as its City Administrator and Utilities Director. He holds a bachelor's degree from the University of Wisconsin-Eau Claire and a master's degree from the Humphrey School of Public Affairs at the University of Minnesota. Noah is an alumnus of the prestigious White House Internship Program.

Brian Johnson

Director of Investment Services - Ehlers

Brian joined Ehlers as the Director of Investment Services in 2024, bringing our clients more than 20 years’ experience in developing fixed-income portfolio strategies, cash flow forecasting and investment policies for public funds investors. He previously worked for nearly a decade for a public-sector asset management firm, where he provided fixed-income investment services to municipalities, school districts and other public entities. Prior to that, he spent more than 10 years with two Minneapolis-based broker-dealer firms.

Brian Reilly, CFA

Senior Municipal Advisor | Managing Director - Ehlers

Brian is a Senior Municipal Advisor and works with local units of government, special districts and authorities, and public agencies in the areas of debt issuance, fiscal planning, special studies, economic development and tax increment. He advises clients with billions of dollars in debt issuance and also has experience with non-profit and municipally owned healthcare financing. He currently leads Ehlers’ Minnesota Municipal Finance team as one of the firm’s Managing Directors and serves as the President of our Investment Management Team.

Tami Olszewski, CPFIM

Senior Investment Adviser - Ehlers

Tami joined Ehlers in 2016 on the Wisconsin Education team and was later named Senior Investment Adviser with our Investments team. She assists clients with the development and implementation of investment strategies for bond proceeds and general funds. Prior to joining Ehlers, Tami spent 14 years gaining expertise in the financial services industry.

Harry Allen

Senior Municipal Advisor - Ehlers

Harry is a Senior Municipal Advisor with our Wisconsin Municipal team, helping clients with debt issuance and management, economic development and redevelopment, and financial management and planning. Prior to joining Ehlers, Harry worked for Baker Tilly, assisting counties and municipalities with tax increment creation/amendment, reporting and projections, incentive structuring and reporting, and debt issuance. Before that, he was Director of Research for the Council of Development Finance Agencies, where he ran technical assistance programs for federal, state and local economic development finance programs.

Josh Low

Municipal Advisor - Ehlers

Josh is a Municipal Advisor who assists western Wisconsin municipalities with project financing and economic development needs. Prior to joining Ehlers in 2019, Josh served as an analyst for the City of San Francisco, where he specialized in capital improvement planning, implementation of special tax districts and legislative and policy analysis for the Board of Supervisors.

Dr. Matthew Mleczko

Assistant Professor - Marquette University

Matthew Mleczko is an Assistant Professor in the Department of Political Science. Matt studies integration, housing politics and policy, poverty, and inequality, focusing on the role of housing policies and practices in fostering equitably integrated communities. He teaches courses on housing politics and policy and quantitative research methods. Professor Mleczko is an affiliated researcher at Princeton University’s Eviction Lab and was formerly a Post-Doctoral Associate at the Ralph W. Voorhees Center for Civic Engagement and the Center for State Health Policy at Rutgers University. He received his PhD. in Population Studies and Social Policy from Princeton University.

Andrew Hunt

Executive Director - Vieth Institute for Real Estate Leadership

Andy Hunt is the inaugural Executive Director of the Vieth Institute for Real Estate Leadership at Marquette University. In this role, he collaborates closely with deans and faculty across the colleges of business, engineering, and law to advance the Institute’s mission, with a focus on interdisciplinary initiatives and applied learning. Andy is the co-founder of the Real Estate Asset Program (REAP), the nation’s first undergraduate-only, classroom-based real estate investment program. He holds a MBA from Marquette.

Jay Shambeau

Co-founder & Partner - Innovative Public Advisors

Jay Shambeau, ICMA-CM, MPA, is a highly experienced public sector professional and a founding partner of Innovative Public Advisors. With over 30 years of expertise in city and county government management, strategic planning, and public policy, Jay has worked with municipalities of all sizes to drive organizational efficiency, enhance governance, and secure critical funding. His background includes leading complex projects, facilitating collaborative planning efforts, and providing executive coaching to local government leaders.

Jess Wildes

Co-Founder & Partner - Innovative Public Advisors

Jess Wildes, MPA, MS, is a seasoned strategist and co-founder of Innovative Public Advisors (IPA), specializing in local government communications, public relations, and grant acquisition. With a proven track record of securing significant local, state, and federal funding, Jess has helped municipalities access critical resources to support community development, infrastructure, and essential services.


Continuing Education Information

Ehlers has applied for CLE credits with both the Municipal Treasurers Association of Wisconsin and the Wisconsin Municipal Clerks Association