2021 PIC Workshop - Detailed Agenda
(Schedule based on Pacific Time)
Thursday | October 28
REGISTRATION & BREAKFAST [7:25 am – 7:55 am ] (In-Person Attendees Only)
OPENING REMARKS & INTRODUCTION [7:55 am – 8:00 am]
Sandee Stallings (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 Andrea Ball (Orrick), Richard Chirls (Orrick)
BREAK: [11:20 am – 11:35 am]
SESSION 5: [11:35 am – 12:30] Infrastructure Legislation 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), Sandee Stallings (BLX)
CLOSING REMARKS [11:30 am] Alan Bond (BLX)
Agenda
(Click for printable PDF)
