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Post-Issuance Compliance
Continuing Disclosure
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Structured Investment Product Bidding
Escrow Bidding
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Tobacco Bond Administrative Agent Services
Statewide Community Infrastructure Program (SCIP)
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Post-Issuance / Private Use Compliance
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2024
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
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 2025 Post-Issuance Compliance Workshop (NEW!)
Nashville, TN and Virtual
10/23/2025 - 10/24/2025
BLX/Orrick 2024 Post-Issuance Compliance Workshop (COMPLETED 11/22/2024)
Austin, TX and Virtual
11/21/2024 - 11/22/2024
Expiring 2017 Tax Cuts and Jobs Act Provisions and 2025 Tax Legislation Webinar (COMPLETED 9/24/2024)
Webinar
09/24/2024 - 09/24/2024
BLX/Orrick 2024 Post-Issuance Compliance Webinar (COMPLETED 5/7/2024)
Webinar
05/07/2024 - 05/07/2024
BLX/Orrick 2023 Post-Issuance Compliance Workshop (COMPLETED 11/17/2023)
Los Angeles, CA
11/16/2023 - 11/17/2023
BLX/Orrick 2023 Post-Issuance Compliance Webinar (COMPLETED 4/4/2023)
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
San Jose, CA
02/18/2025 - 02/21/2025
GFOA-AZ (Spring)
Flagstaff, AZ
02/26/2025 - 02/28/2025
GTOT
San Antonio, TX
02/25/2025 - 02/28/2025
HETI
Austin, TX
06/05/2025 - 06/06/2025
GFOA - NAT'L
Washington, DC
06/29/2025 - 07/02/2025
GFOA - AZ (Summer)
Tucson, AZ
08/01/2025 - 08/01/2025
Women In Public Finance
Atlanta, GA
09/17/2025 - 09/19/2025
NCSHA
New Orleans, LA
10/04/2025 - 10/07/2025
Bond Buyer - California Public Finance
San Diego, CA
11/03/2025 - 11/05/2025
GFOA-CO
TBD, CO
11/18/2025 - 11/21/2025
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
BLX Structured Investments Bidding
BLXSwap Web-Based Swap Monitoring
BLX Sustainable Finance Services
Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities