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DESCRIPTION:This session will present a basic overview of borrowing options
  for Illinois cities and villages\, including general obligation bonds\, l
 imited tax bonds\, debt certificates and revenue bonds. The borrowing proc
 ess timeline will be discussed\, as well as legal and financial guidelines
  and limitations. We will hear from various finance working group members 
 including a bond underwriter\, municipal advisor and bond counsel. Each of
  the parties’ roles in a financing will be discussed. Other salient topics
  will include the rating agency process\, statutory and tax law rules and 
 borrowing limitations and best practices.\nSpeakers:Raphaliata McKenzie\, 
 Senior Vice President\, Director and Owner\, Speer Financial\, IncStephan 
 Roberts\, Managing Director\, Raymond James & Associates\, Inc.Larry White
 \, Public Finance Partner\, Chapman and Cutler LLPTim Sexton\, Director of
  Finance\, Village of Lombard\nLearning Objectives:Participants completing
  this session should be able to:\n\nDiscuss the most common forms of borro
 wing options available to Illinois municipalities.\nUnderstand the rating 
 agency process and how issuing new debt might impact an existing rating.\n
 Explain some of the benefits of issuing tax-exempt debt as well as certain
  of the obligations that result from such an issuance.\n\nEvent Timing:11:
 00 am - 12:00 pm \nSpeaker Bios:\nStephan Roberts\, Managing Director\, Ra
 ymond James & Associates\, Inc.Stephan Roberts\, Managing Director\, begin
  his career in public finance in 1998 and joined the Raymond James public 
 finance team in 2025. Over his career he has provided issuers\, large and 
 small\, with leadership and investment banking expertise. Stephan provides
  services to such clients as the cities of Freeport\, Moline\, Rochelle\, 
 Rock Falls and Rock Island\, the counties of Rock Island and Peoria and th
 e villages of Antioch\, Glen Ellyn\, Midlothian\, New Lenox and Tinley Par
 k. He also serves a wide range of Midwestern clients. He brings innovative
  ideas to clients’ unique needs and will continue to provide the same leve
 l of service to all his clients. Testament to his skills was his participa
 tion on The Bond Buyer’s Midwest Regional Deal of the Year Award in 2005 o
 n a complicated pension transaction and National Non-traditional Deal of t
 he Year in 2009 assisting a client with swap counterparty negotiations. An
 other of his clients won the award again in 2011 for the National Small Is
 sue Deal of the Year. Stephan is a graduate of North Central College\, in 
 Naperville\, Illinois where he graduated Summa Cum Laude with his Bachelor
  of Science in Finance. \nRaphaliata McKenzie\, Senior Vice President\, Di
 rector and Owner\, Speer Financial\, IncRaphaliata McKenzie\, Senior Vice 
 President\, Director and Owner. Employed by Speer Financial since 1997. Ce
 rtified Independent Public Municipal Advisor by National Association of Mu
 nicipal Advisors. Qualified Municipal Advisor Representative (Series 50) w
 ith the Municipal Securities Rulemaking Board. B. S. Finance\, DePaul Univ
 ersity. Prior experience includes accountant with Jane Addams Hull House A
 ssociation and prior banking experience with a Chicago based commercial an
 d investment bank. Member of the Illinois Government Finance Officers Asso
 ciation. Served many Illinois municipalities and special districts as a mu
 nicipal advisor on bond transactions.\nLarry White\, Public Finance Partne
 r\, Chapman and Cutler LLPLarry White is a partner and member of Chapman’s
  Public Finance Department. He serves as bond counsel\, disclosure counsel
  and underwriter’s counsel to governmental entities and underwriters on go
 vernmental financings in Illinois and around the country. Larry also couns
 els investment banks\, commercial banks and financial advisors on a wide v
 ariety of government related topics\, including public offering disclosure
  and regulatory compliance. In addition\, Larry is a frequent speaker on p
 ublic finance and related topics.\nLarry focuses much of his public financ
 e practice on general obligation and revenue bond transactions\, including
  financings for cities\, villages\, school districts\, park districts\, co
 unties\, libraries and fire protection districts.He also devotes a signifi
 cant amount of his practice to new and developing areas of finance\, inclu
 ding broadband finance and property assessed clean energy (PACE) finance.\
 nTim Sexton\, Director of Finance\, Village of LombardTim Sexton serves as
  the Director of Finance for the Village of Lombard\, a position he ‎took 
 over in September 2007. Tim joined Lombard in 1999\, and was the Accountan
 t for ‎four years prior to becoming the Assistant Director of Finance\, a 
 position he held for ‎four and a half years prior to being promoted to his
  current position. Before joining ‎Lombard\, he spent three years working 
 in a corporate tax department and one year as a ‎state tax auditor. Tim al
 so served for nine years in the Illinois Army National Guard and ‎Army Res
 erves. He is a member of the Illinois Government Finance Officers ‎Associa
 tion and of the national Government Finance Officers Association. He serve
 d as ‎the team leader for pension seminars on IGFOA’s Professional Educati
 on Committee ‎from 2009 through 2013. He received his Bachelor’s degree in
  Accounting and a ‎Master’s degree in Public Administration\, both from No
 rthern Illinois University.‎\nIntended Audience:  Finance professionalsDel
 ivery method: Group-Internet BasedProgram Level: OverviewPrerequisites: No
  prerequisites requiredAdvanced Preparation: No advanced preparation requi
 redField of Study: Finance - TechnicalLast Review/Revision/Update: Novembe
 r 5\, 2025NASBA CPE Credits: Earn about 1.0 credits
DTEND:20251105T120000
DTSTAMP:20260422T023431
DTSTART:20251105T110000
LOCATION:Online
SEQUENCE:0
SUMMARY:Bonds 101 – The Basics of Issuing Debt
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