municipal finance interaction • undertaking • intersection€¦ · $130 judges and judicial law...

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Take away useful advice from the top figures in municipal finance REGISTER NOW 9:00 am to 1:15 pm; check-in begins at 8:30 am This program has been approved by the Pennsylvania Continuing Legal Education Board for 4 hours of CLE credit in substantive law. 4 9:00 am to 1:15 pm 4 Substantive CLE credits These PBI CLE credits count in New Jersey, New York, Delaware, Ohio, and more! If you need CLE credits in another state, sign in at check-in, or go to pbi.org for more information under Customer Service/Policies. Trends in Municipal Finance Interaction • Undertaking • Intersection — CONNECT WITH PBI — Course Planner Donna L. Kreiser, Esq. McNees Wallace & Nurick, LLC, Lancaster Faculty Attorneys Steven E. Grubb, Esq. Goldberg Katzman, P.C. J. Adam Matlawski, Esq. McNichol Byrne & Matlawski, P.C. PA Dept. of Community & Economic Development Timothy M. Anstine, Esq. Chief Counsel’s Office David Brinton, MPA Local Government Policy Specialist Michael Foreman Local Government Policy Specialist Jonathan Hendrickson Local Government Policy Specialist Christopher C. Houston, Esq. Chief Counsel’s Office Dennis Puko Planning Program Manager Fred Reddig Special Assistant for Act 47 and Local Government Affairs CLE CREDITS SUBSTANTIVE MECHANICSBURG • DEC. 1 | PITTSBURGH • DEC. 8 | PHILADELPHIA • DEC. 15 Mechanicsburg • Mon., Dec. 1, 2014 Pittsburgh • Mon., Dec. 8, 2014 Philadelphia • Mon., Dec. 15, 2014 4 Trends in Municipal Finance Interaction • Undertaking • Intersection REGISTER TODAY! 800.247.4724 • PBI.ORG David Unkovic, Esq. McNees Wallace & Nurick, LLC James H. Webster, Esq. Houston Harbaugh, P.C. PNC Capital Markets, LLC Robert Dailey, Managing Director Christopher S. Hoffert, Director Antonio Misiti, Managing Director Pennsylvania Economy League Gerald Cross, Executive Director Joseph L. Boyle PA State Association of Boroughs E. J. Knittel, Senior Director Public Financial Management, LLC John Frey, Director Daniel H. Kozloff, Director Scott Shearer, Director Public Resources Advisory Group Steven Goldfield, Esq. Senior Managing Director Susquehanna Group Advisors, Inc. Jay Wenger, Managing Director Ms. Kreiser is co-chair of the Financial Services and Public Finance group and also practices in the Municipal Recovery and Public- Private Partnerships groups at McNees Wallace & Nurick, LLC. She focuses her practice on municipal and project finance law, including economic development, transportation, government, health care, and education. Ms. Kreiser serves as bond counsel, underwriter’s counsel, trustee’s counsel, bank counsel and borrower’s counsel for state, county, and municipal clients, economic development authorities and non-profit entities in the implementation and financing of major capital initiatives that benefit public, private and non-profit entities, such as hotel, hospital and health care facility, university and water and sewer transportation and treatment facility projects and debt refinancings for public, for-profit and non-profit organizations. In addition, she counsels issuers on general obligation borrowings. Her practice also includes commercial lending and business transactions. 5080 Ritter Rd., Mechanicsburg PA 17055-6903

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Take away useful advice from the top fi gures in

municipal fi nance

REGI

STER

NO

W 9:00 am to 1:15 pm; check-in begins at 8:30 am

This program has been approved by the Pennsylvania Continuing Legal Education Board for 4 hours of CLE credit in substantive law. 4

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Course Planner

Donna L. Kreiser, Esq.McNees Wallace & Nurick, LLC, LancasterDonna L. Kreiser, Esq.McNees Wallace & Nurick, LLC, LancasterDonna L. Kreiser, Esq.Donna L. Kreiser, Esq.McNees Wallace & Nurick, LLC, Lancaster

FacultyAttorneysSteven E. Grubb, Esq.Goldberg Katzman, P.C.

J. Adam Matlawski, Esq.McNichol Byrne & Matlawski, P.C.

PA Dept. of Community & Economic DevelopmentTimothy M. Anstine, Esq.Chief Counsel’s Offi ce

David Brinton, MPALocal Government Policy Specialist

Michael ForemanLocal Government Policy Specialist

Jonathan HendricksonLocal Government Policy Specialist

Christopher C. Houston, Esq.Chief Counsel’s Offi ce

Dennis PukoPlanning Program Manager

Fred ReddigSpecial Assistant for Act 47 and Local Government Affairs

CLE CREDITS SUBSTANTIVE

MEC

HAN

ICSB

URG

• D

EC. 1

| P

ITTS

BURG

H •

DEC

. 8 |

PH

ILAD

ELPH

IA •

DEC

. 15

Mechanicsburg • Mon., Dec. 1, 2014

Pittsburgh • Mon., Dec. 8, 2014

Philadelphia • Mon., Dec. 15, 2014

4

Trends in

Municipal FinanceInteraction • Undertaking • Intersection

Take away useful advice from the top fi gures in

REGISTER TODAY! 800.247.4724 • PBI.ORG

David Unkovic, Esq.McNees Wallace & Nurick, LLC

James H. Webster, Esq.Houston Harbaugh, P.C.

PNC Capital Markets, LLCRobert Dailey, Managing DirectorChristopher S. Hoffert, DirectorAntonio Misiti, Managing Director

Pennsylvania Economy LeagueGerald Cross, Executive DirectorJoseph L. Boyle

PA State Association of BoroughsE. J. Knittel, Senior Director

Public Financial Management, LLCJohn Frey, DirectorDaniel H. Kozloff, DirectorScott Shearer, Director

Public Resources Advisory GroupSteven Goldfi eld, Esq.Senior Managing Director

Susquehanna Group Advisors, Inc.Jay Wenger, Managing Director

Ms. Kreiser is co-chair of the Financial Services and Public Finance group and also practices in the Municipal Recovery and Public-Private Partnerships groups at McNees Wallace & Nurick, LLC.

She focuses her practice on municipal and project fi nance law, including economic development, transportation, government, health care, and education. Ms. Kreiser serves as bond counsel,

underwriter’s counsel, trustee’s counsel, bank counsel and borrower’s counsel for state, county, and municipal clients, economic development authorities and non-profi t entities in the implementation and fi nancing of major capital initiatives that benefi t public, private and non-profi t entities, such as hotel, hospital and health care facility, university and water and sewer transportation and treatment facility projects and debt refi nancings for public, for-profi t and non-profi t organizations. In addition, she counsels issuers on general obligation borrowings. Her practice also includes commercial lending and business transactions.

5

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3

Name _______________________________Atty. # ___________

Firm ________________________________________________

Address _____________________________________________

City ________________________State_______Zip___________

Email (required for confi rmation)___________________________

Phone_____/_____-_________ FAX_____/_____-____________

I have enclosed my discount coupon in the amount of

$______ for my 1st 2nd 3rd 4th 5th seminar.

A check made payable to PBI for $____________ is enclosed.

Charge my:

Card #______________________________Exp. Date_________

Signature ____________________________________________

hdo/scm-10/06/14

8529FRegistration Policy:We encourage

early registration. Save $25 on registrations received 3 or

more business days before the presentation date. Early

registration helps us ensure there will be suffi cient course materials, seating and refreshment. Walk-in

registrations will be accepted on a space-available basis. Pre-registered

customers receive priority on the distribution of course materials.

Those intending to register at the door should check www.pbi.org or call (800) 247-4724 to ensure that

the course has not sold out and that there have been no schedule

changes.Cancellation Policy:

In order to receive a refund for cancellation (less a $25

administrative fee), you must notify PBI by mail or FAX no later than 2 business days prior to the course

presentation date for the appropriate site. Otherwise, you will receive the

course materials in full consideration of tuition paid.

Weather Related Cancellations: Check www.pbi.org or call (800)-932-4637 ext. 2205.

Registration Transfers: Requests for transfers will be honored if they

are received prior to the date of the course.

Services for Persons with Disabilities:

If special arrangements are required, please contact Customer Service at

(800) 932-4637 at least ten days prior to the presentation date.

Registration Confi rmation:Be sure to include your email

address on the registration form to receive a confi rmation. Expedite

your check-in by bringing this confi rmation to the seminar,

but is not required for admission.

Speaker Substitutions: PBI reserves the right to substitute

speakers at all programs.PBI Scholarships: PBI offers

substantially reduced tuition for most PBI seminars to allow attorneys

experiencing fi nancial hardship to fulfi ll their mandatory education requirement. For details and an application, contact Scholarship

Administrator at [email protected] or (800) 932-4637 Ext. 2284 at least 30 days before the program. (Please note scholarships are not

available for Online CLE.)

w w w . p b i . o r g

Book & Audio CD Course Book (2014-8529) — $69 plus $8.00 S&H & $4.62 tax ($81.62) Audio CD (ACD-8529) — $39 plus $8.00 S&H & $2.82 tax ($49.82) Audio CD & Book Set (ACDS-8529) — $99 plus $8.00 S&H & $6.42 tax ($113.42)

If you are ordering course materials separately, please allow two weeks after the fi rst program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets.

Tuition (INCLUDES COURSE BOOK)Early* Standard$279 Member — Pa., or any co. bar assn. $304 $259 Member admitted after 1/1/10 $284 $299 Nonmember $324 $99 Paralegals attending with an atty. $124 $140 Judges and judicial law clerks $165 $130 Judges and judicial law clerks $155 admitted after 1/1/10 or Go to webcasts.pbi.org for webcast tuition and to register. Online tuition differs from live course tuition.*Registrations received 3 or more business days before the presentation qualify for the Early Registration Discount.

Trends in Municipal Finance

Date & Locations

Mark Your CalendarMARCH 5-6, 2015 | MECHANICSBURG

1st Annual Government Law InstituteState • Local • Municipal • AuthoritiesIf you’re one of the hundreds of government or private practice attorneys from across the Commonwealth who has been craving more knowledge about government law and how it affects you and your clients, this is your opportunity to participate in PBI’s fi rst institute dedicated exclusively to this fascinating arena.You will hear presentations by the top fi gures in the fi eld from the perspective of state and local government, the private bar and the judiciary.

Mechanicsburg • Mon., Dec. 1, 2014 Pittsburgh • Mon., Dec. 8, 2014 Philadelphia • Mon., Dec. 15, 2014

Trends in Municipal FinanceInteraction • Undertaking • Intersection

REGISTER TODAY! 800.247.4724 • PBI.ORG

Date & Locations 9:00 am to 1:15 pm; check-in begins at 8:30 am

Mechanicsburg • Mon., Dec. 1, 2014PBI Conference Center, 5080 Ritter Rd., Rossmoyne Exit, Rt. 15

Pittsburgh • Mon., Dec. 8, 2014PBI Professional Development Conf. Ctr., Heinz 57 Center, 339 Sixth Ave., 7th Fl.

Philadelphia • Mon., Dec. 15, 2014The CLE Conference Ctr. Wanamaker Building, 10th Fl., Suite 1010, Juniper St. entrance

The Sixth Edition offers 10 information-packed chapters addressing issues of municipal liability and discusses the historical background of the continuing evolution of these issues in Pennsylvania. It further provides a detailed discussion and analysis of the Political Subdivision Tort Claims Act and Recreation Act.

Municipal Liability in Pennsylvania

Pub. #7612—6" x 9" softcover, 588 pagesPublished Oct. 2012, includes CD-ROM—$129

o r d e r t o d a y • w w w . p b i . o r g

Municipal Liability in Pennsylvania

BUILD YOUR LIBRARY

MunicipalLiability

in Pennsylvania

Michael I. LevinAllison S. PetersenTammy J. Schmitt

SIXTH EDITION

Requires Adobe Reader 8.0 or higher (available free)

See readme file.

Purchase of this CD-ROM entitles the owner to use it on a single computer only. It may

not be copied or used over a network without express written license from PBI.

CR – 7612 © 2012Pennsylvania Bar Institute

All Rights Reserved

MunicipalLiabilityin Pennsylvania

SIXTH EDITION

9:00 - 10:00 Roles of Municipal Finance Professionals

10:00 - 11:30 Distressed Municipalities

11:30 - 11:45 Refreshment Break

11:45 - 1:15 Interaction of State Government/Local Government

Get the practical advice you need, including…..• Roles of professionals in municipal fi nance• New regulations published by SEC• Interaction of state government and local governmentAnd more

Learn from the bestYou will hear from the top fi gures in the fi eld of municipal fi nance, all from the varied perspectives of state and local government and the private bar

Hot topics• Distressed municipalities• Responsibilities of fi nance professionals• Economic development and recovery