Workshop

The Workshop brochure for the 13th Annual Insights into Capital Finance Workshop to be held on March 15, 2010 is now avaialble. 

Annual Report

The 2009 Annual Report is now available. 

Future Board Meeting Date

The WHEFA Board meets approximately 8-10 times per year as needed. Projects are grouped together and presented for Member consideration and approval toward the end of the financing process. The next WHEFA board meeting will be held Monday, March 8, 2010.

To view the latest official statements by the Authority

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Mission Statement

The Wisconsin Health and Educational Facilities Authority ("WHEFA") actively assists all eligible Wisconsin health care and educational institutions to obtain and maintain access to the broadest range of low cost, private capital market financing possible.

Vision Statement

WHEFA will continue to be an organization that prides itself on being an ally to borrowers representing tax-exempt health and educational organizations. WHEFA fulfills its mission by providing prompt and customer-friendly services and effective two-way communications with borrowers, lenders, government, legislators, the public, trade associations and financing team participants.

An important part of WHEFA's future "vision" is its role as a "thought leader" - an organization that is knowledgeable and reacts to the changing healthcare and educational needs of Wisconsin's citizens by researching trends and issues that affect the industries served and offering innovative approaches to securing the capital to meet those needs. This includes serving as an educational conduit and clearinghouse for information relevant to borrowers, lenders, government, legislators, the public, trade associations and financing team participants; and, when necessary, serving as an advocate for legislative change to help ensure that its statutory authority is consistent with contemporary financing needs (by authorizing new financing models, new uses of borrowed funds and new tax-exempt borrowers).

WHEFA's ability to achieve its vision is dependent upon its commitment to effective Board leadership and operational excellence. These characteristics are exemplified by strong Board oversight of operations; the use of performance indicators to ensure that strategic objectives are being met (or exceeded); a Board that is well-informed about the industries served and that stays abreast of financing needs; and policies that provide for the recruitment and retention of high-quality, experienced staff to implement WHEFA's programs and services.