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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
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Municipal Liquidity Facility Program (MLF)
Tobacco Bond Administrative Agent Services
Statewide Community Infrastructure Program (SCIP)
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2024
PIC Workshop Survey | Virtual
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 event platform was easy to understand and navigate
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The panelists adequately involved livestream participants in the discussion
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
The audio/video quality of the livestream was acceptable
(Required)
5 - I Strongly Agree
4
3
2
1 - I Don't Agree
Did you like the ability to interact with other attendees via direct message?
(Required)
Yes
No
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):
What are some aspects we could improve on for next year?
General Comments
Webinars and Events
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
Anaheim, CA
01/30/2024 - 02/02/2024
GFOA-AZ (Spring)
Flagstaff, AZ
02/07/2024 - 02/09/2024
GFOA - NAT'L
Orlando, FL
06/09/2024 - 06/12/2024
HETI
Austin, TX
06/13/2024 - 06/14/2024
GFOA - AZ (Summer)
Tucson, AZ
08/01/2024 - 08/01/2024
Women In Public Finance
San Diego, CA
09/18/2024 - 09/20/2024
NCSHA
Phoenix, AZ
09/28/2024 - 10/01/2024
Bond Buyer - California Public Finance
San Francisco, CA
10/23/2024 - 10/25/2024
GFOA-CO
TBD, CO
11/13/2024 - 11/15/2024
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 ESG Services
Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities
