2021 PIC Workshop - Detailed Agenda

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Thursday | October 28

REGISTRATION & BREAKFAST  [7:25 am – 7:55 am ] (In-Person Attendees Only)

OPENING REMARKS & INTRODUCTION [7:55 am – 8:00 am] Craig Underwood (BLX), Alan Bond (BLX)

SESSION 1: [8:00 am – 8:30 am] Post-Issuance Tax Compliance Basics
Alan Bond (BLX), Aviva Roth (Orrick)

SESSION 2: [8:30 am – 9:20 am] Understanding Private Business Use Rules and Exceptions
Alan Bond (BLX), Ed Oswald (Orrick), Larry Sobel (Orrick)

BREAK: [9:20 am – 9:40 am] 

SESSION 3: [9:40 am – 10:30 am] Sponsored Research in Tax-Exempt Facilities – IRS Rules and Safe Harbors
Andrea Ball (Orrick), Ed Oswald (Orrick), Larry Sobel (Orrick)

SESSION 4: [10:30 am – 11:20 am]  Management and Service Contracts in Tax-Exempt Facilities – IRS Rules and Safe Harbors Richard Chirls (Orrick), Barbara Jane League (Orrick)

BREAK: [11:20 am – 11:35 am] 

SESSION 5: [11:35 am – 12:30] The Build Back Better Act and Other Current Events
Richard Chirls (Orrick), Amy Kron (BLX), Ed Oswald (Orrick)

LUNCH BREAK: [12:30 pm – 1:30 pm] 

SESSION 6: [1:30 pm – 2:45 pm] Calculating PBU and Utilizing Qualified Equity to Minimize PBU
Caleb Lansky (BLX), Ed Oswald (Orrick), Larry Sobel (Orrick)

BREAK: [2:45 pm – 3:00 pm] 

SESSION 7: [3:00 pm – 3:45 pm] ESG and Municipal Bonds – The State of the Market
Nancy Kummer (BLX), Dan Kurz (Morgan Stanley), Zach Solomon (Morgan Stanley)

BREAK: [3:45 pm – 4:00 pm]

SESSION 8: [4:00 pm – 4:50 pm] CONCURRENT SESSIONS

A. [501(c)(3) Track] 2020 IRS Schedule K Review
Caleb Lansky (BLX), Aviva Roth (Orrick)

B. [General Track]
(In-Person Attendees Only)
Open Forum Alan Bond (BLX), Jenna Magan (Orrick), Ed Oswald (Orrick), Larry Sobel (Orrick)

COCKTAIL RECEPTION [5:00 pm – 7:00 pm]
(In-Person Attendees Only)

 

Friday | October 29

BREAKFAST  [7:45 am – 8:15 am ] (In-Person Attendees Only)

SESSION 9: [8:15 am – 8:45 am] Update on IRS Audits
Richard Chirls (Orrick), Sandee Stallings (BLX

SESSION 10: [8:45 am – 10:00 am] Continuing Disclosure and SEC Rule 15c2-12
Robyn Helmlinger (Orrick), Jeff Higgins (BLX)

BREAK: [10:00 am – 10:15 am]

SESSION 11: [10:15 am – 11:30 am] Managing Arbitrage Compliance
Glenn Casterline (BLX), Barbara League (Orrick), Sandee Stallings (BLX)

CLOSING REMARKS [11:30 am] Alan Bond (BLX)

Agenda

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