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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, CFA

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

Cynthia Sixtos

Mendy Shugart

Alexis Zuber

Events and Webinars

BLX/Orrick 2026 Post-Issuance Compliance Webinar (New!)
Webinar
04/22/2026 - 04/22/2026
BLX/Orrick 2026 Post-Issuance Compliance Workshop
Scottsdale, AZ and Virtual
11/19/2026 - 11/20/2026
BLX/Orrick 2025 Post-Issuance Compliance Workshop (COMPLETED 10/24/2025)
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

Conferences

BLX/Orrick 2026 Post-Issuance Compliance Webinar (New!)
Webinar
04/22/2026 - 04/22/2026
BLX/Orrick 2026 Post-Issuance Compliance Workshop
Scottsdale, AZ and Virtual
11/19/2026 - 11/20/2026
HETI
Austin, TX
06/03/2026 - 06/04/2026
GFOA - NAT'L
Chicago, IL
06/28/2026 - 07/01/2026
GFOA - AZ (Summer)
Tucson, AZ
08/06/2026 - 08/08/2026
WOMEN IN PUBLIC FINANCE
Chicago, IL
09/16/2026 - 09/18/2026
NCSHA
Detroit, MI
10/03/2026 - 10/06/2026
GFOAT
Corpus Christi, TX
10/13/2026 - 10/16/2026
BOND BUYER - CA PUB FIN
San Francisco, CA
10/14/2026 - 10/16/2026
CGFOA
Keystone, CO
11/17/2026 - 11/20/2026

BLX Brochures and Publications

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BLX Firm Overview
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BLX All Services Summary
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BLX Arbitrage Rebate
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BLX Continuing Disclosure
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BLX Post-Issuance Compliance
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BLX Structured Investments Bidding
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BLX Program Administration
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BLXSwap Web-Based Swap Monitoring
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BLX Sustainable Finance Services
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Orrick Green Book: Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities