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Team BLX

Mendy Shugart

Consultant - Dallas

214-989-2700
[email protected]
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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
Healthcare ESG Webinar (COMPLETED 12/6/2022)
Webinar
12/06/2022 - 12/06/2022
Healthcare Webinar (COMPLETED 7/28/2022)
Webinar
07/28/2022 - 07/28/2022

Conferences

GFOA - NAT'L
Washington, DC
06/29/2025 - 07/02/2025
NACUBO
Washington, DC
07/26/2025 - 07/29/2025
GFOA - AZ (Summer)
Tucson, AZ
08/06/2025 - 08/07/2025
TX HFMA
Austin, TX
08/25/2025 - 08/26/2025
HOUSING OREGON
Portland, OR
09/15/2025 - 09/16/2025
WOMEN IN PUBLIC FINANCE
Atlanta, GA
09/17/2025 - 09/19/2025
GFOA - OR
Eugene, OR
10/29/2025 - 10/31/2025
NCSHA
New Orleans, LA
10/04/2025 - 10/07/2025
BOND BUYER - CA PUB FIN
San Diego, CA
11/03/2025 - 11/05/2025
GFOA-CO
Loveland, 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 Compliance
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