by Debbie Todd, CPA, CTP, CGMA | Aug 24, 2016 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Training Resources
It’s HERE! Round 1 of MCDC Enforcement against ISSUERS – Just this morning, the SEC announced charges against 71 Bond issuers (see below for detail) – for offerings which they disclosed under the MCDC and had compliance violations.
by Debbie Todd, CPA, CTP, CGMA | Apr 4, 2016 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Month! $64 Million Defaulted in FL- what will happen and who is holding the bag – full article inside! What is Next for MCDC for Issuers? Continuing Disclosure…Continued Have you heard the Bond Buyer’s audio? It’s called...
by Debbie Todd, CPA, CTP, CGMA | Mar 7, 2016 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Month!
$64 Million Defaulted in FL- what will happen and who is holding the bag – full article inside!Today
What is Next for MCDC for Issuers? Continuing Disclosure…Continued
Have you heard the Bond Buyer’s audio? It’s called Muni Minute – see link!
by Debbie Todd, CPA, CTP, CGMA | Feb 1, 2016 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week:
400,000 students at risk – ongoing money woes reaching critical mass in Chicago!
What is Reasonable? Lumesis commentary on Continuing Disclosure – full article inside!
Puerto Rico Standoff Continues – full article inside!
San Bernardino Financials “Woefully Short” on adequate info– full article inside!
Next Muni Minutes Edition will be on January 4, 2016 – Happy Holidays from the Issuer 2 Issuer Team!
by Debbie Todd, CPA, CTP, CGMA | Jan 4, 2016 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week:
400,000 students at risk – ongoing money woes reaching critical mass in Chicago!
What is Reasonable? Lumesis commentary on Continuing Disclosure – full article inside!
Puerto Rico Standoff Continues – full article inside!
San Bernardino Financials “Woefully Short” on adequate info– full article inside!
Next Muni Minutes Edition will be on January 4, 2016 – Happy Holidays from the Issuer 2 Issuer Team!
by Debbie Todd, CPA, CTP, CGMA | Dec 21, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week:
400,000 students at risk – ongoing money woes reaching critical mass in Chicago!
What is Reasonable? Lumesis commentary on Continuing Disclosure – full article inside!
Puerto Rico Standoff Continues – full article inside!
San Bernardino Financials “Woefully Short” on adequate info– full article inside!
Next Muni Minutes Edition will be on January 4, 2016 – Happy Holidays from the Issuer 2 Issuer Team!
by Debbie Todd, CPA, CTP, CGMA | Dec 14, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week! OPEBs Front and Center: Lawsuit on Retiree Healthcare advances in Chicago,
Layoffs for Morgan Stanley Impact its Public Finance Ops – full article inside!
WIFIA Loans get some FAST Help– full article inside!
Senate and House Offer $3 Billion to Help Puerto Rico – full article inside!
New Special Issue Price Rules for Competitive Deals?? – full article inside!
by Debbie Todd, CPA, CTP, CGMA | Dec 7, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week! Stability! Five Year – $305 Billion Highway Fund Fix Now Law
HOT Water for Los Angeles Area Water District – CA Audit Report inside!
Moody’s 2016 Higher Ed and Not-for-Profit Outlook Teleconference – TODAY!
Free Web Seminar by Orrick/Bond Buyer – Puerto Rico Debt Crisis – an Update
Puerto Rico Focus:
Supreme Court to Review Ruling on PR Restructuring – full article inside!
PR Diverts Bond Revenue to make GDB Payment – full article inside!
FBI Arrests 10 in Puerto Rico Corruption Case – full article inside!
by Debbie Todd, CPA, CTP, CGMA | Nov 23, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Thanksgiving Week!
CA Releases DebtWatch Site – Link Inside, CT Scrambles for Pension Fix, Navajo Nation’s 1st Bond Deal, SEC Freezes Assets for Alleged Bond Fraudster, Holiday Best Practices PIC Essentials Special and more…
by Debbie Todd, CPA, CTP, CGMA | Nov 16, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Week!
Los Angeles Schools face over $300 Million Deficit – read full report inside, IRS to Mobile, AL – $63.4 Million in Warrants likely Taxable – Notice inside, Bond Insurers Show Earnings Strain as Low Rates Persist, Puerto Rico Cancels $228.5 Million in Ambac-insured bonds, Notice 2015-78 Released – for Student Loans – link inside and Today’s the Day! FREE “Best Practices” CPE: 3 hours of dedicated Post Issuance Compliance training with CPE with CDFA in Sunny AZ – I hope to see you there!