Lisa Trebatoski
I enjoy leveraging my local government experience to deliver financial planning solutions that help my clients maintain fiscal strength and stability.

Lisa Trebatoski

Financial Specialist
Lisa Trebatoski

Lisa Trebatoski is a Financial Specialist with our Wisconsin team where she supports our Municipal Advisors with project management for municipal debt transactions, economic development and redevelopment initiatives, long-term financial planning, fiscal studies, and utility rate analyses. Lisa brings 20 years of direct local government experience to her role with the firm. She most recently served as the Deputy Clerk and Treasurer for the City of Watertown, Wisconsin and was previously the Clerk and Treasurer for the Village of Johnson Creek, Wisconsin.

Lisa lives in Oconomowoc, Wisconsin with her husband, three children and pet cat.  When she’s not helping clients, Lisa enjoys spending time with family and friends and watching her kids’ sporting events.


Areas of Expertise:

Financial Management Planning

  • Strategic Long-Term Financial Planning
  • Debt Fund Cash Flow Analysis
  • Capital Improvement Planning
  • Utility Rate Studies
  • Fiscal Impact Analysis

Economic Development & Redevelopment

  • Tax Increment Financing (TIF)
  • TIF Reports & Compliance
  • TIF Revenue Projection
  • TIF & Tax Abatement Management
  • Developer “Pay As You Go” Note Administration

Education

Bachelor of Business Administration, Finance – University of Wisconsin, Whitewater
Municipal Clerk/Treasurer’s Institute – University of Wisconsin, Green Bay

Certifications

Wisconsin Certified Municipal Clerk

Professional Affiliations

American Water Works Association – Wisconsin Chapter
Wisconsin City/County Management Association
Wisconsin Government Finance Officers Association
Municipal Treasurers Association of Wisconsin
Wisconsin Municipal Clerks Association