Regional Training - LaPine , OR

    July 23, 2018
    9:30 AM - 2:00 PM
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    City of LaPine
    16345 6th Street
    LaPine, OR 97739

    OGFOA Regional Training - LaPine, Oregon

    Time: 9:30am—2pm

     Cost: $35 per person (includes lunch)

    Schedule: 9:30-10:00am: Arrival and networking

    10:00 - 11am: PERS: How does it work, new legislation/ rules/ analyzing options

    11am- Noon: Bond Options -- Basics/beginning steps

    Noon - 1: Lunch and open disucussion

    1pm-2pm: OGFOA and industry resources


    OGFOA President Lisa Young

    Carol Samuels, Managing Director

    Carol Samuels is a managing director at Piper Jaffray and has worked with Oregon municipalities for over 30 years on financings of every type and description, traditional and non-traditional alike. She has emphasized work with school districts, cities and counties.
    She is frequently called upon to serve on local commissions and boards and has served on panels charged with examining Oregon tax reform and the financing of education. Among such activities, she is a current Board member of the Oregon Government Finance Officers’ Association and serves on the League of Oregon Cities’ Finance and Tax Committee and the Oregon Association of School Business Officials Legislative Committee.  She was presented with the OGFOA Honorary Life Member Award in 2016, and the Outstanding Contribution to Public Finance award in 2002. During the 1997 legislative session, she served as the tax and finance lobbyist for the League of Oregon Cities, during which time she represented cities in the drafting of Measure 50. As such, she has a strong understanding of the property tax system and other financing options for local governments. 
    Formerly, Samuels worked in the public finance groups of U.S. Bank and Donaldson Lufkin and Jenrette in New York. She also worked as a financial analyst for the Metropolitan Transportation Authority in New York, and as a lobbyist for the Governor of New Jersey in Washington D.C.
    Samuels received a Master of Business Administration degree from the Yale School of Management and a bachelor’s degree from Tufts University. She holds Series 7, 50 and 52 licenses.


    $35.00 Member and Non-Member Pricing is $35 for this event.

    $35.00 Member and Non-Member Pricing is $35 for this event.