| Time | Session |
|---|---|
| 11 - 11:30 AM | Opening Remarks |
| 11:30 - 12 PM | Keynote |
| 12 - 1 PM | Panel: Managing and Tracking Fiscal Health
Municipal fiscal health dashboards track, evaluate and visualize the financial stability of local government. Hear case studies about publicly available, data-driven tools that help government leaders manage budgets and plan for the future. Speakers:
Moderated by Marc Joffe, Founder, Center for Municipal Finance; Visiting Fellow, California Policy Center; Senior Fellow, Data Foundation |
| 1 - 2 PM | Panel: Climate Data for Governments and Citizens
Climate change can have a signficant impact on municipalities. Fixed income municipal investors and analysts monitor climate data to better gauge these risks. This session will address how climate data factors into municipal research. Speaker: Matt Posner, Head of Public Finance, The Resiliency Company |
| 2 - 2:30 PM | Break |
| 2:30 - 3 PM | FDTA Update - Conversation with Dave Sanchez, Director, Office of Municipal Securities, U.S. Securities and Exchange Commission
The FDTA final rule was published by multiple FDTA agencies on June 9, 2026. Learn details of the final rule and next steps for impacted agencies. Moderated by Liz Sweeney, President, Nutshell Associates LLC |
| 3 - 4 PM | GASB Voluntary Digital Financial Reporting Project
The Governmental Accounting Standards (GASB) has been building an XBRL Taxonomy to express state and local government financial accounting standards. Learn latest developments and how their work could support the FDTA. Speaker: Alan Skelton, Director of Research and Technical Activities, Governmental Accounting Standards Board (GASB) |
| 4 - 4:45 PM | Modernizing Municipal Data Analysis
Artificial intelligence can improve our ability to perform analysis, develop software, and capture insights from complex data sources. This session will address how financial analysis is changing and how government finance officers can stay on top of recent trends. Speakers:
|
| 4:45 - 5 PM | Wrap up and closing remarks |
Prerequisites: None
Program Knowledge Level: Basic
Advance Preparation: None
Program Format: Group Live
Marc Joffe, Founder, Center for Municipal Finance; Visiting Fellow, California Policy Center; Senior Fellow, Data Foundation
Marc Joffe is the Founder of the Center for Municipal Finance, a non-profit dedicated to increasing the transparency and efficiency of government bond markets so they save taxpayer money, increase the affordability of new public infrastructure and provide effective interest rate signals to policymakers and voters. Marc has worked as a state policy analyst at the Cato Institute, Reason Foundation, Data Foundation, and California Policy Center. Earlier in his career he was a senior director at Moody’s Analytics and held management and consulting positions at several money center banks in New York and London.
Joffe’s research focuses on municipal finances, alternative asset investments, transportation policy and federal, state and local fiscal policy. His financial research has been published by the California State Treasurer’s Office, UC Berkeley, the Mercatus Center at George Mason University, and the Macdonald-Laurier Institute among others. Marc is a regular contributor to The Orange County Register and his op-eds have also appeared in The Wall Street Journal, The Fiscal Times, Governing, National Review, The Hill, and The San Jose Mercury News. He has an MBA from New York University and an MPA from San Francisco State University.
Oliver Geisecke, Applied Scientist, Uber; formerly Research Fellow, Hoover Institution, Stanford University
Abhishek Lodha, Director of Secondary Market FinTech Strategy, Assured Guaranty
John Moorlach, Director of the Center for Public Accountability at the California Policy Center; former California State Senator
John M. W. Moorlach ran unsuccessfully for Orange County Treasurer-Tax Collector in June of 1994. During the campaign he accurately predicted the possibility of the Orange County Investment Pool losing what would be $1.67 billion, leading to the County’s Chapter 9 bankruptcy filing on December 6, 1994. On March 17, 1995, he was appointed to replace the disgraced incumbent and would serve in this position until December of 2006. He was elected Orange County Second District Supervisor in 2006, serving the maximum two terms. On March 17, 2015, he was elected to the California State Senate, 37th District, in a special election, where he served for six years. Here he served on the California Debt and Advisory Commission under California State Treasurer Fiona Ma, CPA.
John, a retired Certified Public Accountant and Certified Financial Planner, was a partner with Balser, Horowitz, Frank & Wakeling (now merged with CliftonLarsonAllen). John is also a California historian, having visited almost all the state’s roughly 1,100 historical landmarks, and served as Vice President of California’s Sesquicentennial Foundation from 1995 up to the Golden State’s 150th anniversary on September 9, 2000. John is the Director of the Center for Public Accountability for the California Policy Center, writes on state finances for The Epoch Times, and co-hosts the PBS OC World Production series, “OC History Hunters.”
Matt Posner, Head of Public Finance, The Resiliency Company
Posner has nearly two decades of experience in public finance and policy. He has testified before the U.S. Senate Committee on Finance and House Ways and Means Committee on infrastructure finance problems facing the country and spent years educating Congressional staff, the U.S. Treasury Department and the Securities and Exchange Commission on public policy and market implications. Posner has created municipal bond benchmarks, public finance impact investing frameworks and built local government best practices regimes on resilience action plans. His consulting firm, Court Street Group, has led various efforts that support elevating public finance as a means to attaining social and environment goals for healthier American communities. This has included working with the Robert Woods Johnson Foundation, City First Enterprises, the International Sustainable Resilience Center, the Municipal Securities Rulemaking Board and the Nasdaq Sustainable Bond Network, among others.
Campbell Pryde, President and CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based valuation framework. He has been involved with XBRL since 2001, and served as Chairman of the XBRL US Domain Steering Committee during the critical initial build of the US GAAP Taxonomy under contract with the Securities and Exchange Commission. Prior to joining Morgan Stanley, Mr. Pryde was a Partner in the Risk and Advisory Practice of KPMG LLP. He is a member of the New Zealand Institute of Chartered Accountants.
Tiffany Ridenbaugh, Chief Deputy Auditor, Ohio State Auditor’s Office
After years of dedicated service, Tiffany Ridenbaugh was appointed as the Chief Deputy Auditor for the Ohio Auditor of State, Keith Faber, on June 1st, 2025. She has been with the Auditor’s Office since 2007, holding a variety of roles throughout her tenure. Most recently, she served as Chief Forensic Auditor of the Special Investigations Unit, where she directed complex investigations into fraud and financial misconduct across the state.
A graduate of Muskingum College, Tiffany holds a bachelor’s degree in Public Accounting and Business. She is a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Certified Government Financial Manager (CGFM).
Tiffany is actively involved in several professional organizations, including the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA), the Association of Certified Fraud Examiners (ACFE), the Government Finance Officers Association (GFOA), the Midwestern Intergovernmental Audit Forum (MIAF), and AGA. She also serves on the executive committees of MIAF and the Central Ohio AGA (COAGA). She resides in Newark, Ohio, with her husband, Jason, and their two children, Jayden and Graydee.
Dave Sanchez, Director, Office of Municipal Disclosures, U.S. Securities and Exchange Commission
Dave has almost 30 years of experience in all aspects of the municipal finance market. In prior service at the SEC, he was a principal drafter of both the final Municipal Advisor rule and the 2012 Commission Report on the State of the Municipal Securities Market. Dave previously served as General Counsel to the investment bank De La Rosa & Co. Inc. and as a Deputy City Attorney for the City and County of San Francisco and for over 15 years as bond and disclosure counsel to governmental entities throughout the country.
Dave was also formerly Adjunct Professor at the Georgetown Law Center, where he taught “The Securities Law of Public Finance.” Dave earned his J.D. from Harvard Law School and a B.A. in Social Psychology from the University of New Mexico.
Alan Skelton, Director of Research and Technical Activities, Governmental Accounting Standards Board (GASB)
Alan Skelton was named director of research and technical activities of the Governmental Accounting Standards Board (GASB), effective April 1, 2021. In his role as GASB director, he leads the staff and serves as the principal advisor to the chair and Board.
Immediately prior to joining the GASB, Mr. Skelton was the state accounting officer for the state of Georgia, a position he was initially appointed to by the governor in 2012. He was reappointed to the role in 2019. As state accounting officer, Mr. Skelton provided accounting leadership for the state of Georgia, including oversight of statewide financial reporting, issuing accounting policy and application interpretations of Generally Accepted Accounting Principles, and implementing business process improvements. He served as deputy state accounting officer from 2009 to 2012. Previously, Mr. Skelton had more than a decade of experience in public accounting, primarily with Ernst & Young.
Mr. Skelton served on the GASB’s advisory council—the Governmental Accounting Standards Advisory Council—from 2015 to 2021, including as its vice chair since 2018. He is a graduate of Florida State University and a certified public accountant.
Liz Sweeney, President, Nutshell Associates LLC
Liz Sweeney is the founder and President of Nutshell Associates, a certified Women’s Business Enterprise (WBE) specializing in municipal advisory, rating advisory, and data storytelling. Prior to founding Nutshell in 2019, Liz developed her skills in data aggregation, analysis, and synthesis at S&P Global Ratings, where she served as a credit analyst and criteria officer for 25 years. She is a former board member of the Municipal Securities Rulemaking Board (MSRB) and the University of Maryland Medical System (UMMS). She serves on industry advisory groups related to the evolution of municipal market technology with MSRB and NFMA, as well as advisory groups related to digital financial reporting with GASB and XBRL US. She holds an MBA from NYU’s Stern School of Business and a BS from Georgetown University.