Workshop

The 16th annual one day workshop hosted by WHEFA entitled "Insights Into Capital Finance" will be held on March 18, 2013.  Financial staff of all tax-exempt healthcare and educational institutions in Wisconsin will be invited. 

This workshop, offered at no cost to participants, is an effort by WHEFA to bring its constituents the latest in information on issues affecting access to capital finance. By utilizing highly qualified professionals, we hope to both educate attendees and stimulate discussion on issues related to capital finance.

2012 Educational Material

• Welcome & Review of WHEFA Activities; Dennis Reilly - WHEFA
  

• Briefly Noted; Larry Nines - WHEFA
  

• Investment Outlook; George Cook - Graystone Consulting
  

• Washington Updated; Chuck Samules - Mintz, Levin, Cohn, Ferris, Glovsky & Popeo
  

• The Transformation of America's Hospitals; Ken Kaufman - Kaufman Hall
  

• What I Learned in 30-Years at WHEFA; Larry Nines - WHEFA
  

• Planning for Higher Education of the Future; Barry Fick - Springsted
  

• Managing End of Life Health Care; Dr. Thomas Klemond; Gundersen Lutheran
  

• Tax-Exempt Financing Basics; Jennifer Powers - Quarles & Brady
  

• Understanding the Pluses and Pitfalls of Construction; John Croy and Larry Schaedel - McGladrey & Pullen
  

Understanding the tax-exempt financing process has never been easier. Below is an audio/visual, powerpoint presentation that is designed for those who have never completed a tax-exempt financing or have not done so for a long time. Topics covered during the presentation include legal aspects, terminology, financing team and financing structure issues. The presentation is approximately 1-hour in length and is an excellent learning tool for understanding tax-exempt financing.

• Understanding the Tax-Exempt Financing Process - John Whiting