Team BLX

Mendy Shugart

Consultant - Dallas

214-989-2700
[email protected]
vCard

Sandee Stallings

Nancy Kummer

Jeff Higgins

Alan Bond

Tanya Barnes

Niki Bergin

Josh Cain

Glenn Casterline

Kristin Cragg

Jessica Doherty

Amber Fairless

Justin Gagnon, CFA

Laura Gausden

Ashley Glover

James Hatfield

Allen Hueston

Matt Hunt

Amy Kron

Kelli Kubicki

Caleb Lansky

Amanda Lisle

Christi McKnight

Vo Nguyen

Amber Rhodes

Greg Rowan

Robin Schlimgen

Guangyu Shi

Cindy Sixtos

Mendy Shugart

Alexis Zuber

Webinars and Events

BLX/Orrick 2025 Post-Issuance Compliance Workshop (NEW!)
Nashville, TN and Virtual
10/23/2025 - 10/24/2025
BLX/Orrick 2025 Post-Issuance Compliance Webinar (COMPLETED 5/14/2025)
Webinar
05/14/2025 - 05/14/2025
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
BLX Program Administration
BLXSwap Web-Based Swap Monitoring
BLX Sustainable Finance Services
Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities