Past Events

 Date Event
November 7, 2019  Annual Meeting and Leading Woman Award
April 25, 2019  10th Annual Public Finance Forum
November 1, 2018  Annual Meeting and Leading Woman Award
May 3, 2018  9th Annual Public Finance Forum
November 2, 2017  Annual Meeting and Leading Woman Award
May 4, 2017  8th Annual Public Finance Forum
November 10, 2016 Annual Meeting and Leading Woman Award 
May 5, 2016  7th Annual Public Finance Forum
November 5, 2015  Annual Meeting and Leading Woman Award
May 7, 2015  6th Annual Public Finance Forum
November 13, 2014  Annual Meeting and Leading Woman Award
May 1, 2014  5th Annual Public Finance Forum
November 7, 2013  Annual Meeting and Leading Woman Award
May 2, 2013  4th Annual Public Finance Forum
November 7, 2012  Annual Meeting and Leading Woman Award
May 3, 2012  3rd Annual Public Finance Forum
October 20, 2011  Annual Meeting
May 5, 2011 2nd Annual Public Finance Forum
October 20, 2010 Annual Meeting


2019 Annual Meeting and Award
Date: November 10, 2016
Location: Crowne Plaza Hotel
Harrisburg, PA
Leading Woman Award: Rebecca Rhynhart,  Controller of the City of Philadelphia, for lifetime achievement in public finance and for promoting the advancement of other women in the profession
Speaker: Robin L. Weissmann, Pennsylvania Secretary of Banking and Securities


10th Annual Public Finance Forum
Date: April 25, 2019
Location: Hotel Hershey
Hershey, PA
Speakers: Market Update
Current hot topics in the public finance market, including MSRB changes and perspectives for 2019.

Opportunity Zones Created by Tax Cuts and Jobs Act - What are They and How will They Affect Public Finance
A panel focusing on the creation and purpose of Opportunity Zones, the legal and financial impacts on municipalities, and effects on distressed communities.

Panel Members:
Molly Bryson, Esquire, Ballard Spahr LLP
Jonathan Cox, Esquire, Eckert Seamans Cherin & Mellott LLC
Brittany Forman, Director, EConsult Solutions
Marita Kelley, Department of Community and Economic Development


2018 Annual Meeting and Award
Date: November 1, 2018
Location: Pyramid Club
Philadelphia, PA
Leading Woman Award: Rasheia Johnson, Treasurer of the City of Philadelphia, for lifetime achievement in public finance and for promoting the advancement of other women in the profession
Speakers: Rita Karam of RAND Corporation discussing its study on the sustainability of PASSHE

Claudia Williams, author of "Frientorship: The Solution to the Employee Engagement Problem"


9th Annual Public Finance Forum
Date: May 3, 2018
Location: Hershey Hotel
Hershey, PA
Speakers: Cryptocurrency and Block Chain - the New Super Currency Market

We have all heard of it, but many of us are still wondering what it is and how does it work? What applications are there for technology? Is it sustainable? What disclosure issues does it present? What other legal issues does it present? Our panel will be able to answer your questions!

Navigating the Municipal Finance Market After Tax Reform and Interest Rate Uncertainty

A panel focusing on strategies to compensate for loss of advance refunding opportunities, the change to corporate tax rate and how it has affected borrowing rates, other issues resulting from tax reform and proposed infrastructure initiatives in the public finance industry, and what we can expect going forward. 


2017 Annual Meeting and Award
Date: November 2, 2017
Location: PNC Bank, N.A.
Philadelphia, PA
Leading Woman Award: Donna Kreiser, Esquire of McNees Wallace & Nurick LLC for lifetime achievement in public finance and for promoting the advancement of other women in the profession
Ladies First Tribute Award: PNC Bank in tribute to its sponsorship and role in the organization's success and its commitment to enhancing and empowering women in the municipal finance industry.
Speakers: Mary Murphy, Project Director, State and local fiscal health, at the Pew Charitable Trusts

Cate Long, Founder and leading national commentator at Puerto Rico Clearinghouse


8th Annual Public Finance Forum
Date: May 4, 2017
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers: Cybersecurity: Protecting Your Clients, Your Firm, and Yourself

Everyone and every business is networked, making us more vulnerable than ever to a wide variety of cybercrime. This discussion will explore how to protect ourselves through understanding the most common types of cyberattacks, as well as some of the (often simple) precautionary steps that can be taken to minimize exposure.

Politics and Policies in the First Months of the Trump Presidency

Dr. G. Terry Madonna is a nationally recognized political pollster and commentator. He is Director of the Center for Politics and Public Affairs at Franklin and Marshall College where he directs the national and state Franklin and Marshall College Polls. Dr. Madonna will review the impact of the 2016 presidential election on American and Pennsylvania politics, while reviewing its historical significance. He will assess the priorities and policies of the Trump administration and those of Governor Wolf.


2016 Annual Meeting and Award
Date: November 10, 2016
Location: Crowne Plaza Hotel
Harrisburg, PA
Leading Woman Award: Linda Schakel, Esquire of Ballard Spahr LLP for lifetime achievement in public finance and for promoting the advancement of other women in the profession
Ladies First Tribute Award: Suzanne S. Mayes, Esquire of Cozen O'Connor in tribute to Suzanne's foundational work with Ladies First, her leadership and inspirational role in the organization's success and her profound commitment to enhancing and empowering women in the municipal finance industry.
Speaker: Carla Harris, Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley, and author of Strategize to Win (2014) and Expect to Win (2009)


7th Annual Public Finance Forum
Date: May 5, 2015
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers: Demystifying Act 47: What it is (and is not)
An interactive panel discussion with:
Joseph Boyle, Senior Research Associate, Pennsylvania Economy League
Ryan Hottenstein, Vice President, Financial S&Lutions
Ryan McGowan, Vice President, Government Banking, M&T Bank
Fred Reddig, Special Assistant for Act 47 and Local Government Affairs, PA Department of Community and Economic Development

Moderator: Marita Kelley, Deputy Director, Governor's Center for Local Government Services, PA Department of Community and Economic Development

Mastering the Motives of Negotiation
Robyn Forman Pollack, Esq. of Trellis Consulting, LLC, will present a program that focuses on three elements of negotiation: (i) the various approaches to negotiating; (ii) how gender stereotyping impacts negotiation; and (iii) different negotiation styles.


2015 Annual Meeting and Award
Date: November 5, 2015
Location: PNC Bank
Philadelphia, PA
Leading Woman Award: Rebecca Peace, Chief Counsel, Pennsylvania Housing Finance Agency 
Speakers: Nancy LoCascio, VP Client Experience from the David Allen Company ("Getting Things Done") and

Gus Faucher, Senior Macro-economist from The PNC Financial Services Group (economic market update)


6th Annual Public Finance Forum
Date:  May 7, 2015
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers: Robin Weissmann, MSRB Board Member, with topics including MCDC, the Municipal Advisor Rule, and other regulatory updates

Sharon Justice, Principal at Justice Leadership, speaking on the topic of "Navigating the Generation Gap" 


2014 Annual Meeting and Award
Date: November 13, 2014
Location: PNC Bank, N.A.
Philadelphia, PA
Leading Woman Award: Joan N. Stern, Esq.
Speaker: Gloria Bonilla-Santiago, Ph.D., Board of Bovernors Distinguished Service Professor at Rutgers, The State University of New Jersey, "Breaking Ground and Barriers: A Legacy of Leadership and Courage"


5th Annual Public Finance Forum
Date: May 1, 2014
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers: Allentown Water/Sewer System Lease: A Public-Public Partnership
Jill Toporek
, Managing Director, Goldman, Sachs & Co
Aurel Arndt, Chief Executive Officer, Lehigh County Authority
Scott Shearer, Managing Director, Public Financial Management

SEC Municipal Advisor Role and Other Aspects of Regulation in the Municipal Sector
Karen Du Brul, Esq., Law Offices of Karen Du Brul, LLC, and former Associate Counsel at MSRB


2013 Annual Meeting and Award
Date: November 7, 2013
Location: PNC Bank, N.A.
Philadelphia, PA
Leading Woman Award: Nancy E. Winkler
Speaker: Natalie Cohen, Managing Director, Municipal Securities Research, Wells Fargo Securities, "Riding the Municipal Wave: The Effects of Sequestration, Fed Action and Bankruptcy on the Market"


4th Annual Public Finance Forum
Date: May 2, 2013
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers:

Green Energy: Programs and Financing Techniques
Jennifer Edwards
, Acacia Financial Group, Inc.
Dacia Haddad, Blank Rome
Liza Wolf, Blue Sky Power
Amanda Del Bene, Raymond James & Associates, Inc.

Municipal Market Perspective: The President's Proposed Budget, Issuance Trends and Rate Dynamics
Taylor Riggs,
The Bond Buyer

Municipal Fiscal Distress: Causes and Solutions
David Unkovic,
Municipal Bond Lawyer and Former State Appointed Receiver for the City of Harrisburg



2012 Annual Meeting and Award
Date: November 7, 2012
Location: Hotel Palomar
Philadelphia, PA
Leading Woman Award: Caren S. Franzini
Speaker: Kathleen Brown, Chairman, Goldman Sachs Investment Banking Midwest Region, "Life Lessons: A View from the Back Nine"


3rd Annual Public Finance Forum
Date: May 3, 2012
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers: Feeling the Pressure
A discussion of current issues facing financially distressed municipalities
Neal Colton, Cozon O'Connor
Suzanne Mayes, Cozen O'Connor
Naomi Richman, Moody's Investors Service
Virginia Rutledge, Public Financial Management, Inc.

Moderator: Robin Ginsburg, Raymond James & Associates, Inc.

Reaching Potential ... Not Perfection
Dr. Gayle Porter

Keynote Speaker:
Julia K. Hearthway, Secretary of the Commonwealth of Pennsylvania Department of Labor and Industry


2011 Annual Meeting and Award
Date: October 20, 2011
Location: Hotel Palomar
Philadelphia, PA
Speaker: Lynette Kelly Hotchkiss, Executive Director, Municipal Securities Rulemaking Board, "Municipal Market Regulations and the MSRB"


2nd Annual Public Finance Forum
Date: May 5, 2011
Location: Crowne Plaza Hotel
Harrisburg, PA
Speakers:

The Pension Predicament:
Edith F. Behr,
Moody's Investors Service
Laura V. Hess,
Conrad Siegel Actuaries
Patti Konrad,
The State of Maryland

Moderated by: Kym S. Arnone,
Barclays Capital

The Road Less Traveled
Barbara Bisgaier,
Public Financial Management, Inc.
Margaret Guarino,
Bank of America Merrill Lynch
Joan N. Stern, Esq.,
Blank Rome LLP

Moderated by: Alisha M. Phillips,
Janney Montgomery Scott LLC



Annual Meeting
Date: October 20, 2010
Location: Hotel Palomar
Philadelphia, PA
Speaker: Leslie M. Norwood, Managing Director, Associate General Counsel and Co-Head of Municipal Securities, SIFMA on "Financial Regulatory Reform: Where Do We Go From Here?"