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2013 SLGS Forum Agenda*

SLGS Forum Louisville

(click on each link for the appropriate presentation)

Role of the Internal Revenue Service's Office of Tax Exempt Bonds

  • Jason Shepherd, Tax Law Specialist, Tax Exempt Bonds, Compliance & Program Management, Internal Revenue Service

Using SLGS for Project Funds and other non-refunding purposes

  • David Cholst, Partner, Chapman and Cutler LLP
  • Andrew Mathes, Portfolio Manager, Farr, Miller & Washington LLC

Role of SLGS and Other Activity in U.S. Treasury Cash and Debt Management

  • Chris Kubeluis, Assistant Director, Office of Fiscal Projections, United States Treasury Department

Changes at Bureau of the Public Debt/Bureau of the Fiscal Service

  • Sue Harlow, Analyst, Special Investments Branch, Bureau of the Fiscal Service

Impermissible SLGS Transactions

  • Dwayne Boothe, Manager, Special Investments Branch, Bureau of the Fiscal Service

SLGSafe Breakout Sessions:

SLGSafe Tutorial on Entering a Subscription Purchase

  • Matt McCready, Analyst, Special Investments Branch, Bureau of the Fiscal Service

The Role of the SLGSafe Administrator

  • Sue Harlow, Analyst, Special Investments Branch, Bureau of the Fiscal Service

State and Local Government Securities Interest Calculations

  • Alanna Kelly, Accountant, Special Investments Branch, Bureau of the Fiscal Service
  • Carrie Smith, Accountant, Special Investments Branch, Bureau of the Fiscal Service

Open Panel Discussion

  • SLGS Forum Committee


*Topics and speakers are subject to change