Past NFMA Events

The events listed below date back through 1999. For events which occurred in 2011 and beyond, please go to Event List and click on "Past Events."

November 18-19, 2010
Introduction to Municipal Bond Credit Analysis
Le Meridien Philadelphia
Philadelphia, PA
altProgram

October 14-15, 2010
Advanced Seminar on Reassessing and Redefining the Municipal Market and the Approach to Municipal Analysis
Swissotel Chicago
Chicago, IL
altProgram

May 4-7, 2010
Twenty-seventh Annual Conference
Hyatt Regency Tamaya
Santa Ana Pueblo, NM
altProgram

February 11-12, 2010
Advanced Seminar on Tax-Backed Bonds, Federal Intervention, Reform and Influence Over the Municipal Market
Four Seasons Resort
Palm Beach, Florida
altProgram

November 19-20, 2009
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, PA
alt Program

October 15-16, 2009
Advanced Seminar on Bankruptcy and Workouts
Hotel Marlowe
Cambridge, Massachusetts
altProgram

May 5-8, 2009
Twenty-sixth Annual Conference
Grand Hyatt Seattle
Seattle, Washington
altProgram

January 15-16, 2009
Advanced Seminar on Health Care
Grand Floridian
Orlando, Florida
altProgram

October 23-24, 2008
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
altProgram and Registration Information

October 16-17, 2008
Advanced Seminar on Current Events
The Peabody Memphis
Memphis, Tennessee
altProgram and Registration Information

June 25, 2008
California Society of Municipal Analysts
CSMA Summer Half-Day Conference
San Francsico Ferry Building, Port Commission Room
12:00-5:00 pm
Topic: Current Topics in Public Finance

May 6-9, 2008
Twenty-fifth Annual Conference
Loews Miami Beach Hotel
Miami Beach, Florida
altConference Program

April 7-9, 2008
Southern Municipal Finance Society
SMFS Energy Conference
Charlotte, North Carolina
altConferenceProgram

February 21, 2008
Boston Municipal Analysts Forum
1:30 pm
One Financial Center, 12th Floor, Boston
Topic: Special Assessment/Land Secured Bonds
Speakers:
Bob Burch, Banc of America Securities
Erik Kimball, Akerman Senterfitt
RSVP: Jeffrey Burger, Columbia Management

February 13, 2008
California Society of Municipal Analysts
1st 2008 Luncheon
Belden Taverna, 52 Belden Place, San Francisco
Topic: California's Economic State of the State
Speaker: Steven Cochrane, Moody's Economy.com
altRegistration Form
Contact: Jennifer Johnston

January 31, 2008
Boston Municipal Analysts Forum
2:30 pm
Columbia Management, 13th Floor, One Financial Center, Boston
Topic: The Subprime Mortgage Crisis and the Municipal Sector
Speaker:
Dr. Joseph R. Mason, Drexel University LeBow College of Business and The Wharton School
RSVP: Jeffrey Burger, Columbia Management

January 17-18, 2008
Advanced Seminar on Transportation Debt
Ritz Carlton
Marina del Rey, California
altProgram and Registration Information

November 28, 2007
Municipal Analysts Group of New York
Special Half Day Seminar
How has the Subprime Crisis Impacted the Municipal Bond Market?
Registration: 11:30am ; Lunch/Program: 12:00-4:30pm
The Yale Club of New York - 50 Vandervilt Avenue
New York
Cost: $150 Members ; $250 Non-Members

November 15-16, 2007
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
altProgram and Registration Information

November 9, 2007
Southern Municipal Finance Society
Luncheon Meeting
Evergreen Investments
Three Wachovia Center, 401 South Tryon Street, Suite 300
Charlotte, North Carolina
Topic: The State of the States
Speakers:
Richard J. Raphael, Excutive Managing Director, FitchRatings
Douglas Offerman, Director, FitchRatings
RSVP: Julie M. Egan

October 11-12, 2007
Advanced Seminar on Legal and Regulatory Issues
Ritz Carlton Penatgon City
Washington D.C.
altProgram and Registration Information

August 31, 2007
Southern Municipal Finance Society
Luncheon Meeting
The Coyote Ridge Golf Course, Ballroom
Carrollton, Texas
Topic: A Roundtable Discussion Regarding TMRS Projected Unit Credit
Speakers:
Bob Scott, Director of Finance for the City of Carrollton
Eric Henry, Executive Director for the Texas Municipal Retirement System
RSVP: Kathy Walton (214) 871-1404
altEvent Details

July 18-20, 2007
California Society of Municipal Analysts
2007 Conference
Villagio Inn & Spa
Yountville, California
altConference Program

June 29, 2007
Southern Municipal Finance Society
Luncheon Meeting
11:30 am
Columbia Management, Banc of America, 121 West Trade St., 10th Floor
Charlotte, North Carolina
Topic:
Recent events in the field of municipal derivatives
Speakers:
Jay Saunders, Wachovia Securities
Frank Kowar & Max Anthony, BOA Securities
Contact: Julie Egan (704) 374-4150

May 16-18, 2007
Twenty-fourth Annual Conference
Four Seasons Las Vegas
Las Vegas, Nevada
altProgram and Registration Information

March 29, 2007
California Society of Municipal Analysts
CSMA Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom

March 7, 2007
Boston Municipal Analysts Forum
3:30 pm
Prudential Complex, 111 Huntington Ave., 20th floor Boardroom, Boston
Topic: The KY vs. Davis Case and Legal Issues Facing the Municipal Market in 2007
Speakers:
Walter J. St. Onge III - Edwards, Angell, Palmer and Dodge
Erik Kimball - Akerman Senterfitt

February 16, 2007
Municipal Analysts Group of New York
Luncheon
Davis v. Kentucky
The DownTown Association - 60 Pine Street
New York

January 25-26, 2007
Advanced Seminar on Real Estate Backed Bonds
Grand Hyatt Denver
Denver, Colorado
altProgram and Registration Information

January 18, 2007
California Society of Municipal Analysts
January 2007 Luncheon
Bankers Club, San Francisco
Topic:
A Roundtable and Discussion of Puerto Rico's Credit
altRegistration Form

December 13, 2006
California Society of Municipal Analysts
CSMA Winter Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom
4pm-7pm
RSVP: Not necessary


November 16-17, 2006
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
altProgram and Registration Form

November 9-10, 2006
Southern Municipal Finance Society
Gulf Coast Recovery Conference
Le Pavillon Hotel, New Orleans, Louisiana
Speakers:
John Kennedy, State Treasurer of Louisiana
Tate Reeves, State Treasurer of Mississippi
Ray Nagin, Mayor of New Orleans
altConference Schedule & Registration Form

November 2-3, 2006
Advanced Seminar on Healthcare
Westin Grand
Washington, D.C.
altSeminar Program and Registration Form

November 1, 2006
NFMA Board of Governors Meeting
Westin Grand
Washington, D.C.

October 19, 2006
California Society of Municipal Analysts
Fall Luncheon
Bankers Club, San Francisco
Speaker:
Mark Baldassare, Director of Research, Public Policy Institute of California
altRegistration Form

October 11-12, 2006
The Bond Market Association
Municipal Derivatives and Secondary Market Products Conference
Global Financial Markets Conference Center
360 Madison Avenue, 17th Floor, New York
Contact:
Conference Web Site

September 22, 2006
Municipal Analysts Group of New York
Luncheon
Puerto Rico - Update on the Commonwealth
The Yale Club of New York - 50 Vandervilt Avenue
New York

August 10, 2006
California Society of Municipal Analysts
Boat Tour of SF Bay Area Bridges
10:00 am - 2:00 pm
Ferry Building, San Francisco
Topic: Progress on construction and retrofit of Bay Area bridges
Presenter: The Bay Area Toll Authority
altRegistration Form

June 22, 2006
Chicago Municipal Analysts Society
Spirit of Chicago Boat Cruise (Lunch served)
Sponsor: Assured Guaranty
Place: Navy Pier Departure

June 20, 2006
California Society of Municipal Analysts
Charles Schwab & Co. (co-sponsor)
1:00 pm - 2:30 pm
Charles Schwab Auditorium, 101 Montgomery St., San Francisco
Topic: Proposed new reporting standards regarding derivatives transactions
Speakers: Randy Finden & Dean Mead of GASB
altRegistration Form

May 25, 2006
Boston Municipal Analysts Forum
3:00 pm
Mellon Financial Corporation Board Room, One Boston Place, Boston
Topic: Proposed GASB Accounting Standards for Derivatives
Speakers: Randy Finden and Dean Mead, Government Accounting Standards BoardaltEvent Details

May 25, 2006
Southern Municipal Finance Society
Luncheon Meeting
11:30 am
Evergreen Investments, Three Wachovia Center
Charlotte, North Carolina
Speakers:
Lawyers from the Charlotte office of Parker Poe Adams and Bernstein LLP

May 3-5, 2006
Twenty-third Annual Conference
Loews Santa Monica Beach Hotel
Santa Monica, California
altConference Program

April 26, 2006
California Society of Municipal Analysts
Luncheon Meeting
12:30 pm - 2:30 pm
World Trade Club, One Ferry Plaza, San Francisco
Topic: The Financial State of BART, Present and Future
Speaker: Scott Schroeder, Controller/Treasurer of BART
altRegistration Form

March 21, 2006
Boston Municipal Analysts Forum
2006 Municipal Bond Market: Risks and Opportunities
Speakers: Robert Muller, Kristin Stephens and Pavan Wadhwa
altEvent Details

February 15, 2005
California Society of Municipal Analysts
CSMA Winter Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom
4pm-7pm

February 9, 2006
Boston Municipal Analysts Forum
Massachusetts Port Authority: Tour of New Logan Facilities and Investor Update
altEvent Details

January 26-27, 2006
Advanced Seminar on Project Finance
Hilton Austin
Austin, Texas
altSeminar Program and Registration Form

January 25, 2006
NFMA Board of Governors Meeting
Hilton Austin
Austin, Texas

January 20, 2006
Municipal Analysts Group of New York
January Meeting
Can I interest you in a Bridge? Or Tunnel? How about a Toll Road?
altEvent Details

January 11, 2006
Boston Municipal Analysts Forum
Recommended Term Sheet and Legal Provisions for Hospital Debt Transactions
altEvent Details

December 13, 2005
California Society of Municipal Analysts
Luncheon Meeting
Bankers Club, San Francisco
Topic: Energy Prices -- There is no Silver Bullet
Speaker: Dan Bergmann, President, IGS Interstate Gas Services, Inc.
RSVP: Dari Barzel or Maria Olsen

December 9, 2005
Chicago Municipal Analysts Society
CMAS Holiday Luncheon
Chicago, Illinois

December 9, 2005
Municipal Analysts Group of New York
MAGNY Holiday Luncheon
New York, New York

December 7, 2005
Boston Municipal Analysts Forum
BMAF Second Annual Bowl-A-Rama
Boston, Massachusetts


November 30, 2005
Municipal Analysts Group of New York
November Meeting
Breakfast with Joel Klein
Chancellor of the New York City school system
altEvent Details

November 10, 2005
Southern Municipal Finance Society
Luncheon Meeting
Hilton Austin Airport
Austin, Texas
Speakers:
Raymond Giuliani, Electric Reliability Council of Texas
Kent Saathoff, Electric Reliability Council of Texas
altEvent Details

October 27-28, 2005
Advanced Seminar on Credit Enhancement
Hotel Marlowe
Cambridge, Massachusetts
altSeminar Program and Registration Form

October 20-21, 2005
Introduction to Municipal Bond Credit Analysis
Westin Philadelphia Hotel
Philadelphia, Pennsylvania
altCourse Outline and Registration Form

October 6, 2005
Boston Municipal Analysts Forum
Time: 3:00-5:00 pm
Topic 1: Antitrust Issues for Analysts
Topic 2: How different bond structures play out in bankruptcy
Speakers: Ropes & Gray Partners Steven Hoort and Cary Armistead
altEvent Details

September 15, 2005
California Society of Municipal Analysts
CSMA Fall Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom
4pm-7pm
RSVP: Not necessary

July 27-28, 2005
California Society of Municipal Analysts
Summer 2005 Conference
Hyatt Regency Newport Beach
Newport Beach, CA
altConference Program
altRegistration Form

July 13, 2005
Boston Municipal Analysts Forum
Time: 12:00-1:00 pm
Topic: Massachusetts School Building Authority - Dedicated Sales Tax Bonds
Speakers: State Treasurer Timothy P. Cahill, Chairman, MSBA and Katherine P. Craven, Executive Director, MSBA

June 15, 2005
Boston Municipal Analysts Forum
Time: 3:00-5:00 pm
Topic: Recent Developments in the Bankruptcy Area: Impact on High-Yield Municipals
Speakers: Mintz Levin partners Bill Kannel, Rich Moche and Paul Ricotta
altEvent Details

April 27-29, 2005
Twenty-second Annual Conference
The Wyndham Canal Place
New Orleans, Louisiana
altConference Program and Registration Form

April 12, 2005
Boston Municipal Analysts Forum
Time: 3:00-5:00 pm
Topic: State and Local Fiscal Health and Competitiveness: Analyzing the Indicators
Speaker: Robert Tannenwald, Federal Reserve Bank of Boston
altEvent Details

January 27, 2005
California Society of Municipal Analysts
CSMA Winter Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom
4pm-7pm

January 13-14, 2005
Advanced Seminar on Tax-Backed Debt
Disney's Grand Floridian Resort & Spa
Orlando, Florida
altSeminar Program and Registration Form

December 10, 2004
Symposium:
Fortifying the Nation's Transmission Grid: Paths to Future Reform
Co-Sponsors:
The Bond Market Association
National Federation of Municipal Analysts
Municipal Analysts Group of New York
Program Details and Registration

December 1, 2004
Boston Municipal Analysts Forum
BMAF First Annual Bowl-A-Rama
5:30-7:30 pm
King's Back Bay

November 11, 2004
Boston Municipal Analysts Forum
Time: 3:00-5:00 pm
Topic: Trends in the Tax-Exempt Hotel Sector
Speaker: Bob Swerdling, Managing Director, Piper Jaffray

November 9, 2004
Southern Municipal Finance Society
Luncheon Meeting
Raymond James Financial Center at Carillon Business Park
St. Petersburg, Florida
Speakers:
Jack Norton, Executive Director of Mease Manor
Ronald Shuck, CPA of Moore Stephens

November 4-5, 2004
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
altCourse Outline and Registration Form

October 28, 2004
California Society of Municipal Analysts
Luncheon Meeting: The Future of Infrastructure In the Bay Area
Bankers Club, San Francisco
Speaker:
Therese McMillan, Deputy Director, Policy
Metropolitan Transportation Commission
altRegistration Form

October 28, 2004
Boston Municipal Analysts Forum
Time: 3:00-5:00 pm
Topic: Trends in Hospital Covenants
Speaker: Steve Renn, Director of Healthcare Underwriting, AMBAC

October 21-22, 2004
Advanced Seminar on 501(C)3's, K-12's and Beyond:
The Future of Financing Education and Not-for-Profits
The Westin Grand Hotel
Washington, DC
altSeminar Program
altRegistration Form

October 1, 2004
Chicago Municipal Analysts Society
Annual Board of Directors Seminar
The Gleacher Center
Chicago

August 19, 2004
California Society of Municipal Analysts
CSMA Summer Cocktail Party
Palomino's in San Francisco
345 Spear Street @ Folsom
4pm-7pm

July 19, 2004
Southern Municipal Finance Society
Luncheon Meeting - Lambert--St. Louis International Airport
Speaker - Colonel Leonard L. Griggs, Jr.--Director of Airports
Location - St. Louis, Missouri (Lambert Airport)

May 5-7, 2004
Twenty-first Annual Conference
Kiawah Island Inn
Kiawah Island, South Carolina
altConference Program and Registration Form

April 22, 2004
California Society of Municipal Analysts
2004 Spring Conference
altConference Program
altRegistration Form
Hyatt Regency Sacramento
Sacramento, California

March 24, 2004
Boston Municipal Analysts Forum
"An Update on the State of New Hampshire"
Hon. Michael Ablowich
Treasurer of the State of New Hampshire
3:00-4:30 PM
Standard & Poor's

February 26, 2004
Boston Municipal Analysts Forum
"Review of California, New York and other State Budgets with Market Commentary"
John Hallacy
Merrill Lynch
3:00-5:00 PM
Mellon Financial Center

January 29, 2004
California Society of Municipal Analysts
2004 Kick-off Party
Palominos
San Francisco, California

January 22-23, 2004
Advanced Seminar on Municipal Utilities
The Westin La Paloma Resort & Spa
Tucson, Arizona
altSeminar Program and Registration Form

January 21, 2004
Boston Municipal Analysts Forum
"Tax Enforcement and Tax Audits: Issuer and Bondholder Perspectives"
Loretta R. Richard
Ropes & Gray LLP
Deutsche Asset Management - Scudder Investments
altMeeting Program

November 21, 2003
Southern Municipal Finance Society
Luncheon Meeting - Financial Outlook for the State of Texas
altLuncheon Program
Louie's 106
106 East 6th Street (at Congress)
Austin, Texas

October 30-31, 2003
Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
altCourse Outline and Registration Form

October 9-10, 2003
Advanced Seminar on Bankruptcy and Workouts in the Tax-Exempt Market
Hotel Marlowe
Cambridge, Massachusetts
altSeminar Program and Registration Form

September 30, 2003
Non-Profit Healthcare Accounting Symposium
Location:
Bear, Stearns & Company
New York
Video Conferencing:
Franklin Templeton
San Mateo, California
altSymposium Program and Registration Form

June 12-13, 2003
Good Disclosure Practices
Why They Are Needed and How to Achieve Them
Co-Sponsored by MAC of Texas, GFOA of Texas, SMFS, TALHFA and TASBO
The Westin La Cantera Resort
San Antonio, Texas
altProgram and Registration Form

April 30-May 2, 2003
Twentieth Annual Conference
Westin River North
Chicago, Illinois
altConference Program and Registration Form

April 10, 2003
California Society of Municipal Analysts
Spring 2003 Conference
altConference Program
altRegistration Form
Park Hyatt Hotel
San Francisco

March 26, 2003
Boston Municipal Analysts Forum
"The State of the Commonwealth"
Michael J. Widmer
Massachusetts Taxpayers Foundation
Liberty Funds Group

February 27, 2003
Keys to Good Disclosure: A Municipal Securities Regulations Symposium
Co-Sponsored by NFMA, CDIAC and S&P
Carnelian Room, Bank of America Center
555 California Street
San Francisco, California
altSymposium Program and Registration Form

February 20, 2003
Southern Municipal Finance Society
Luncheon Meeting - Financial Outlook for the State of North Carolina
altLuncheon Program
3 Wachovia Center, 3rd Floor
Charlotte, North Carolina

January 16-17, 2003
Advanced Seminar on Transportation
Little America Hotel
Salt Lake City, Utah
altSeminar Program and Registration Form

November 15, 2002
GASB 34 Seminar
Co-Sponsored by NFMA, MAC of Texas and SMFS
Omni Austin Hotel
Austin, Texas
altSeminar Program and Registration Form

November 7-8, 2002
Introduction to Municipal Bond Credit Analysis
Westin Philadelphia
Philadelphia, Pennsylvania
altCourse Outline and Registration Form

October 18, 2002
GASB 34 Seminar
Co-Sponsored by NFMA, MAGNY and TBMA
Association Conference Center
New York

October 9-10, 2002
California Society of Municipal Analysts
Fall 2002 Conference
altConference Program
altRegistration Form
Bankers Club
555 California Street, 52nd Floor
San Francisco

October 3-4, 2002
Advanced Seminar on Health Care
Claremont Resort & Spa
Berkeley, California
altSeminar Program and Registration Form

September 26, 2002
Chicago Municipal Analysts Society
+Seminar - Healthcare and Politics & Budgets
+Baseball - White Sox vs. Red Sox
Comiskey Park, Chicago
altSeminar Program

September 25, 2002
Disclosure Forum on Variable Rate and Short-Term Securities
The Bond Market Association
40 Broad Street, 12th Floor
New York, New York
altForum Program and Registration Instructions

August 2, 2002
GASB 34 Seminar
101 Montgomery Street, 2nd Floor Auditorium
San Francisco
altSeminar Program and Registration Form

June 14, 2002
Southern Municipal Finance Society
Luncheon Meeting - Texas School Finance Reform
altLuncheon Program
Louies 106
Austin, Texas

May 8-10, 2002
Nineteenth Annual Conference
Hilton Portland
Portland, Oregon
altConference Program and Registration Form
altHilton Portland Reservation Form

April 12, 2002
Chicago Municipal Analysts Society

Seminar on the new GASB Statement 34
altSeminar Program
altEnrollment Form
Harris Trust & Savings Bank
111 W. Monroe Street, 37th Floor
Chicago

April 11, 2002
Municipal Securities Rulemaking Board
Forum on Disclosure for Long-Term Care/Senior Living Debt
+Forum Agenda
+Registration Form
Washington Marriott
1221 22nd St., NW
Washington, D.C.

March 21-22, 2002
The Bond Market Association
Municipal Accounting and Financial Analysis
Association Conference Center
40 Broad Street, 12th Floor
New York City

March 20-21, 2002
California Society of Municipal Analysts
Spring 2002 Conference
altConference Program
altRegistration Form
Santa Monica Loew's Hotel
1700 Ocean Avenue
Santa Monica

March 14, 2002
Southern Municipal Finance Society
Luncheon Meeting - Current Trends in Healthcare
altLuncheon Program
Schneithorst's Hofamberg Inn
St. Louis, Missouri

January 17-18, 2002
altAdvanced Seminar on Project Finance
Hard Rock Hotel at Universal Orlando
Orlando, Florida

November 14, 2001
U.S. Securities and Exchange Commission
Third Annual Municipal Market Roundtable
altSecondary Market Disclosure for the 21st Century
New York City

November 1-2, 2001
altAn Introduction to Municipal Bond Credit Analysis
Loews Philadelphia Hotel
Philadelphia, Pennsylvania

May 9-11, 2001
altEighteenth Annual Conference
Four Seasons Hotel
Las Vegas, Nevada

April 25-26, 2001
California Society of Municipal Analysts
Spring 2001 Conference
altConference Program
altRegistration Form
Bankers Club
Carnelian Room, 555 California Street, 52nd Floor
San Francisco

January 25-26, 2001
altAdvanced Seminar on Non-Traditional Education Financings
Loews Santa Monica Beach Hotel
Santa Monica, California

November 16, 2000
MSMA Luncheon Meeting
Topic: Urban Redevelopment
Speaker:
Murray Kornberg, Vice President Acquisitions & Finance,
CSM Corporation

November 2-3, 2000
altAn Introduction to Municipal Bond Credit Analysis
Hyatt at Fisherman's Wharf
San Francisco, California

October 4-5, 2000
California Society of Municipal Analysts
altFall 2000 Conference
World Trade Club
Ferry Building, Embarcadero at Market Street
San Francisco

September 28, 2000
MSMA Luncheon Meeting
Minneapolis Radisson Plaza Hotel.
Topic: Charter Schools
Speakers:
John Hallacy, Merrill Lynch
Joanne Benson, CEO Minnesota Business Academy
(Charter High School opening in St. Paul this month)
Judi Harvey, American Express.

September 14-15, 2000
Advanced Seminar on Legal Issues:
Navigating the Documents Behind the Deals
Grand Hyatt Atlanta - in Buckhead
Atlanta, Georgia

May 16 - 19, 2000
altSeventeenth Annual Conference
Loews Miami Beach
Miami Beach, Florida

March 13 & 17, 2000
Municipal Securities Rulemaking Board
Forums on Hospital Finance Disclosure
New York Marriott World Trade Center
New York, NY (3/13/2000)
San Francisco Airport Marriott
San Francisco, CA (3/17/2000)
altAnnouncement
altAgenda
altRegistration Form

March 8 - 9, 2000
NFMA and California Society of Municipal Analysts
altSymposium on California Water Issues
Hyatt Regency
Sacramento, CA

March 7, 2000
Boston Municipal Analysts Society
Speaker: Steve Fillebrown and the New Jersey HCFA
Topic: Update on New Jersey Healthcare

March 2, 2000
Chicago Municipal Analysts Society
Speakers:

Vince Anderson, The Northern Trust Co.
Michael Kane, Ziegler Securities
Jim Mitchell, Ziegler Securities
Barnet Sherman, Van Kampen
Rob Wetzler, Fitch IBCA Inc.
Topic: "A Panel Discussion on Continuing Care Communities"

January 20 - 21, 2000
altAdvanced Seminar on Hospital Finance
The Ritz-Carlton
Phoenix, Arizona

December 15, 1999
Minnesota Society of Municipal Analysts Meeting
Speaker: Dick Hokenson of DLJ
Topic: Municipal Defaults

December 3, 1999
Chicago Municipal Analysts Society Christmas Party
Brasserie Jo's Restaurant, Chicago

December 3, 1999 (Tentative)
Southern Municipal Finance Society Meeting, Florida Region
Topic: Florida Hurricane Catastrophic Fund.
Place: St. Petersburg, FL

November 22, 1999
Southern Municipal Finance Society Meeting, Texas Region
Topic: Lower Colorado River Authority,
Deregulation of the Electric Industry in Texas.
Place: The Plaza Club, San Antonio, TX

November 11, 1999
Boston Municipal Analyst Forum Meeting
Topic: The SEC's Perspective on Municipal Disclosure
Speaker: Paul S. Maco, SEC Director - Municipal Securities
Place: Putnam Investments, One Post Office Sq., 12th Fl.

October 28-29, 1999
altAn Introduction to Municipal Bond Credit Analysis
Marriott City Center
Minneapolis, Minnesota

October 20-21, 1999
California Society of Municipal Analysts Fall Conference
Long Beach, CA,
Hotel/Meeting site to be determined.
Wednesday 10/21 Afternoon;
Water tour of the Port of LB, a city economic development tour and a tour of the Aquarium of the Pacific.
Thursday 10/22; Panels Scheduled:
SoCal Real Estate update (REITS/Mello Roos),
Transportation Panel (Alameda Corridor, Cal Hi-Speed Rail update),
and a local issuer panel.

October 1, 1999
Chicago Municipal Analysts Society Meeting
Topic: GASB Statement 34 Presentation
Place: John Nuveen & Co.

September 23, 1999
Boston Municipal Analyst Forum Meeting
Gannett, Welsh & Kotler
222 Berkeley St., 15th Floor
Boston, MA
Topic: "A Focused Discussion of Public Power: Stranded Costs, Project Economics vs. Contractual Obligations"
Speaker: Gary Krellenstein, SVP, First Albany

September 23, 1999
Minnesota Society of Municipal Analysts Meeting
Speaker: Dr. Gordon Alexander, Sr. VP, Administrator of Fairview University Medical Center

August 4, 1999, 6:00 PM
Boston Municipal Analyst Forum Annual Dinner
The Barking Crab, 88 Sleeper Street, Boston
Corporate Casual Attire

June 1, 1999, 3:30 PM
Boston Municipal Analyst Forum Meeting
Putnam Investments
One Post Office Square, 12th Floor
Boston, MA
Topic: "A Discussion of Municipal Defaults"
Speaker: David Litvack, Managing Director, Fitch IBCA

May 5 - 7, 1999
altSixteenth Annual Conference
Westin Copley Plaza
Boston, Massachusetts

February 23, 1999, 3:30 PM
Boston Municipal Analyst Forum Meeting
Putnam Investments
One Post Office Square, 12th Floor
Boston, MA
Topic: Risks Associated with the Holding Company Structure in the Hospital Sector
Speaker: Dennis Farrell, Moody's Investors Service

January 28, 1999, 3:30-5:00 PM
Boston Municipal Analyst Forum Meeting
Scudder Kemper Investments
Two International Place, 13th Floor Board Room
Boston, MA
Topic: Municipal Prospects for 1999
Speaker: George Friedlander, Managing Director and Municipal Strategist, Salomon Smith Barney

January 14-15, 1999
altAdvanced Seminar on "Non-Traditional" Transactions
Loews Santa Monica Beach Hotel
Santa Monica, California