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Schools finance power hour: Navigating the bond rating process

Baker Tilly CPE Webinars

July 26 @ 12:00 pm 1:00 pm EDT

Free 1 CPE credit

Bond ratings play a crucial role in the marketability of bonds, often making them more attractive to investors and resulting in lower interest rates paid by issuers. Join us for an insightful webinar hosted by Jay Staley and Matt Bubness, featuring special guests Lindsay Simonetto and Rachael Westervelt. This webinar is designed to guide you through the intricacies of the bond rating process. You’ll learn about the criteria used by rating agencies to evaluate K-12 school districts, how to effectively prepare for a rating call and factors to consider in choosing a bond rating agency. Additionally, we will discuss ways to enhance your bond rating, including the development of reserve and debt policies. You’ll leave with practical strategies to optimize your school’s credit rating.

Learning objectives

  • Gain an understanding of the bond rating process, including the criteria used by rating agencies to evaluate bond ratings.
  • Develop the skills and knowledge needed to effectively prepare for a rating call.
  • Learn effective strategies to enhance your bond rating, including development of reserve and debt policies.

Hosts

Jay Staley, Ed.D., Director

Matt Bubness, Director

Presenters

Lindsay Simonetto, Director

Rachael Westervelt, Manager

Who should attend

Directors of finance, chief financial officers (CFOs), business managers, superintendents

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