Our Story
Team BLX
Craig Underwood
Alan Bond
Glenn Casterline
Eric Chu
Justin Gagnon, CFA
Jeff Higgins
Amy Kron
Nancy Kummer
Caleb Lansky
Vo Nguyen
Greg Rowan
Robin Schlimgen
Sandra Stallings
What We Do
Arbitrage Rebate
Post-Issuance Compliance
Continuing Disclosure
Debt Advisory
ESG / Sustainable Finance Consulting
Swap Advisory
Swap Monitoring, Valuation, GASB 53/72
Structured Investment Product Bidding
Escrow Bidding
Program Administration
Municipal Liquidity Facility Program (MLF)
Tobacco Bond Administrative Agent Services
Statewide Community Infrastructure Program (SCIP)
BLX Institute
What it is
Arbitrage Rebate Compliance
Post-Issuance / Private Use Compliance
Continuing Disclosure
Offices
Dallas
Los Angeles
New York
Phoenix
Contact Us
Client Login
BLX Portal
BLX Swap
BLX Bid
2022
PIC Workshop Survey - In-Person
2022 PIC Workshop Survey - In-Person
Please comment on the following evaluation items for this program and assign a number grade, using a 1-5 scale, with 1 meaning “I Don’t Agree” and 5 meaning “I Strongly Agree”
The stated learning objectives were met
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The program materials were accurate, relevant, and contributed to the achievement of the learning objectives
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The time allotted to each session was appropriate
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The individual panelists were effective
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The facilities were appropriate
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The AV set-up was effective
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
Would you consider attending again in the future?
(Required)
Yes / In-person
Yes / Virtually
Yes / Either
No
Which location(s) would you most likely attend?
Austin
Las Vegas
Nashville
New Orleans
Seattle
Or other location(s):
As an in-person attendee, did you also log onto the event portal during the workshop?
Yes
No
What are some aspects we could improve on for next year?
General Comments
Webinars and Events
BLX/Orrick 2023 Post-Issuance Compliance Workshop
Los Angeles, CA
11/16/2023 - 11/17/2023
BLX/Orrick 2023 Post-Issuance Compliance Webinar
Webinar
04/04/2023 - 04/04/2023
Healthcare ESG Webinar (COMPLETED 12/6/2022)
Webinar
12/06/2022 - 12/06/2022
BLX/Orrick 2022 Post-Issuance Compliance Workshop - Hybrid Event (COMPLETED 11/4/2022)
Nashville, TN & Virtual
11/03/2022 - 11/04/2022
Healthcare Webinar (COMPLETED 7/28/2022)
Webinar
07/28/2022 - 07/28/2022
BLX/Orrick 2022 Post-Issuance Compliance Webinar (COMPLETED 5/3/2022)
Webinar
05/03/2022 - 05/03/2022
BLX/Orrick 2021 Post-Issuance Compliance Workshop - Hybrid Event (COMPLETED 10/29/2021)
Las Vegas, NV & Virtual
10/28/2021 - 10/29/2021
BLX/Orrick 2021 Post-Issuance Compliance Webinar (COMPLETED 5/20/2021)
Webinar
05/20/2021 - 05/20/2021
BLX/Orrick 2020 Post-Issuance Compliance Educational Webinar Series (COMPLETED 10/13/2020)
Webex Webinar
08/19/2020 - 10/13/2020
BLX/Orrick 8th Annual Post-Issuance Compliance Workshop - CANCELED
The Vdara Hotel, Las Vegas, NV
10/01/2020 - 10/02/2020
BLX/Orrick 2020 Post-Issuance Compliance Webinar: COVID-19 & Tax Exempt Debt (COMPLETED 3/24/2020)
10 am PDT / 1 pm EDT
03/24/2020 -
BLX/Orrick 7th Annual Post-Issuance Compliance Workshop (COMPLETED 11/15/2019)
The Line Hotel, Austin, TX
11/14/2019 - 11/15/2019
BLX/Orrick 2019 Post-Issuance Compliance Updates Webinar (COMPLETED 5/16/2019)
10 am PDT / 1 pm EDT
05/16/2019 -
Conferences
CSMFO
Sacramento, CA
01/31/2023 - 02/03/2023
GFOA-AZ (Spring)
Flagstaff, AZ
02/20/2023 - 02/22/2023
GTOT
San Antonio, TX
02/26/2023 - 03/01/2023
GFOA - NAT'L
Portland, OR
05/21/2023 - 05/24/2023
HETI
Austin, TX
06/04/2023 - 06/06/2023
NACUBO
Orlando, FL
07/15/2023 - 07/18/2023
GFOA - AZ (Summer)
Tucson, AZ
08/01/2023 - 08/01/2023
Women In Public Finance
Washington, DC
09/21/2023 - 09/22/2023
NCSHA
Boston, MA
10/14/2023 - 10/17/2023
GFOA-CO
Breckenridge, CO
11/15/2023 - 11/17/2023
PACCON
Palm Springs, CA
12/01/2023 - 12/01/2023
BLX Brochures and Publications
BLX Firm Overview
BLX All Services Summary
BLX Arbitrage Rebate
BLX Continuing Disclosure
BLX Post-Issuance Tax Compliance for Non-Profit Organizations
BLX Post-Issuance Tax Compliance for Tax-Exempt Bond Issuers
BLXBID™ Web-Based Auction & Bidding platform
BLX ESG Services
Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities
