Post-Issuance Compliance Workshop

Webinar | November.03.2022 - November.04.2022

Virgin Hotels Nashville and Virtual


A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

Virgin Hotels Nashville and Virtual - November 3-4, 2022

The 2022 Post-Issuance Compliance Workshop will have dedicated sessions on the following topics:

  • Post-Issuance Compliance Basics
  • Private Business Use (PBU) Rules and Regulations
  • Sponsored Research – IRS Rules and Safe Harbors
  • Management Contracts – IRS Rules and Safe Harbors
  • Rising Interest Rates: Issuing Bonds and Bond Proceeds Reinvestment – NEW SESSION
  • How to Calculate PBU and Utilizing Qualified Equity to Minimize PBU
  • PBU Calculations – Beyond Compliance – NEW SESSION
  • 2021 IRS Schedule K Review
  • IRS Enforcement and Audits Update
  • Borrower Perspective – Our Post-Issuance Compliance Program
  • Continuing Disclosure and SEC Rule 15c2-12
  • Managing Arbitrage Compliance

For session descriptions, a listing of all speakers, and to register, please visit our website: 2022 PIC Workshop.

The workshop will be a hybrid event, with limited in-person attendance and a livestream option. In-person attendance will be limited to 50 attendees. The livestream option will make available all content on a virtual platform with the ability for participants to interact with the presenters and with other attendees throughout the workshop. Both the in-person and livestream options will allow participants to replay any of the sessions for up to 30 days after the event.

IF you are a nonprofit organization that borrows on a tax-exempt basis or are a tax-exempt bond issuer, you should attend.

IF you need a comprehensive overview of post-issuance compliance, you should attend.

IF you are looking for CPE or CLE credits, you should attend.

Orrick Participants

Richard Chirls
Robyn Helmlinger
Barbara Jane League
Jenna Magan
Ed Oswald
Aviva Roth
Larry Sobel 

BLX Group LLC is a subsidiary of Orrick, Herrington & Sutcliffe LLP. BLX does not provide legal services.

For additional information or questions on the workshop, please contact:

Cynthia Sixtos at [email protected] or +1 213 612 2207

For information on other services provided by BLX, please visit our website:

CLE Credits Available: Y