Banco Popular de Puerto Rico

Mike Oliver leads Municipal Resource Group’s Resource Development and Utilization practice area and serves as President of the company. Mike’s services to public sector clients include advice in comparative and consolidation studies for governmental services, alternative service delivery strategies, departmental analyses and service delivery system planning. Mike serves clients by performing complex service delivery evaluations and assisting organizations in responding to the fiscal and operational challenges facing California’s local governments. Mike also leads teams conducting fiscal and service delivery analyses and presenting the findings to elected officials and employees. With over 30 years of public and private sector experience, Mike has a recognized track record of assisting clients to successfully address their complex issues. Mike has provided consulting services to public and private clients for over 17 years. Prior to joining Municipal Resource Group, he was the Director of Entitlements for Pacific Union Homes. He has served as the City Manager of the cities of Oakley, Citrus Heights and San Leandro. Mike has presented at League of California Cities and Cal-Lafco conferences and other county and professional organizations on a wide variety of subjects. His most recent presentations focus on the options for alternative service delivery and the fiscal issues faced by local government. Mike received a Bachelor’s Degree in Political Science and Master’s Degree in Public Administration from California State University at Hayward. He has also attended the Senior Government Officials course at the Kennedy School, Harvard College and participated in training courses at the Menninger Clinic in Topeka Kansas.

Tim Batler joined State Street Bank in 2002 and heads the Municipal Products business. Municipal Products includes two product lines; the Clipper Tax-Exempt Program (a proprietary tender option bond and third party trust program), and the municipal finance business that primarily offers credit and liquidity enhancement facilities to public sector issuers. Mr. Batler started his banking career at Marine Midland Bank in their management credit training program. Following the program, he was assigned to work for the chief credit officer of the world corporate banking division. He then held lending officer positions in the international corporate and airline/aerospace departments. In 1987, he joined the public banking department as a relationship manager and was promoted to Vice President in 1989. From 1990 to 2000, Mr. Batler was an executive director at the Canadian Imperial Bank of Commerce in New York and Boston where he was instrumental in the launching of their municipal credit enhancement business. At CIBC he originated and structured over $4 billion in credit and liquidity facilities on variable rate bonds and commercial paper. Mr. Batler received a BA in economics from Hartwick College, a bank lending diploma from New York University and an MBA from Fordham University’s Graduate School of Business Administration. In addition to his work experience, Mr. Batler served on the Connecticut Commuter Rail Council for six years, taught international credit analysis at New York University’s School of Continuing Education and has been a featured speaker at several public finance conferences. Mr. Batler is a registered general securities principal (Series 24) and municipal securities principal (Series 53).

Stephen D. Golding is Vice President Finance and Treasurer for the University of Pennsylvania. In his role, Mr. Golding is responsible for consolidated University financial reporting, tax, payroll, accounts payable, debt and liquidity management, cash and banking management, investment accounting and gift processing, student registration, aid and financial services, research services (pre- and post-award), insurance and risk management, financial systems and financial training. Mr. Golding serves on numerous boards and committees within, and affiliated with, the University of Pennsylvania. Mr. Golding was appointed as Vice President February, 2008.Prior to his position at Penn, Mr. Golding was Executive Director, Finance, for the Johns Hopkins University School of Medicine from 1991 to 2008. Mr. Golding also served for five years as Executive Director for the HopkinsOne ERP project. In his School of Medicine capacity, Mr. Golding was responsible for oversight of the school’s financial affairs, including financial reporting and analysis, annual budgets and projections, five- and ten-year strategic plans, sponsored and designated funds accounting and budgets, management of reserves, endowments, grants and contracts, student accounting, payroll, revenue and cash management, investment strategies, Facilities and Administrative (F&A) cost analysis, clinical practice finances, capital and facilities planning, faculty compensation, financial and accounting policy and procedures.In his HopkinsOne role, Mr. Golding was responsible for the planning, design, development and implementation of an enterprise-wide business system solution covering all of the Johns Hopkins entities, including the University, Health System and affiliated organizations. The HopkinsOne functional scope included Finance, Human Resources, Payroll, Purchasing/Supply Chain, and Sponsored Projects (Pre- and Post-Award). As overall project manager, Mr. Golding directed a team of approximately two hundred fifty staff and consultants.Mr. Golding received an MBA degree in Finance at the University of Rochester, and worked in the chemical and transportation industries before assuming his School of Medicine position at Johns Hopkins.

Ben Juergens is an Executive Director in the Legal and Compliance Division at Morgan Stanley and provides legal coverage for the Firm’s Public Finance Department. He previously practiced municipal securities law at Chapman and Cutler LLP and Orrick, Herrington & Sutcliffe LLP, serving as bond counsel to a variety of municipal issuers and underwriter’s counsel to various financial institutions. He is a past Chair and Vice Chair of the SIFMA Municipal Legal Advisory Committee.� Mr. Juergens received his B.A. from St. Olaf College and his J.D. from Cornell Law School.

Gigi Harrington has been with the San Mateo County Transit District in San Carlos, California, since 2004 and since 2009 has been the Deputy CEP for Finance and Administration. She is responsible for Finance, Human Resources, Information Technology, Contracts and Procurement, and for Safety, Security and Risk Management for the three business units managed by the District, Samtrans (bus service in San Mateo County), Caltrain (Joint Powers Board providing train service from San Francisco, through San Mateo to Santa Clara County) and the San Mateo County Transportation Authority (a funding agency with a half cent sales tax measure).Prior to working at the District, Gigi spent four years at Muni in San Francisco as the Deputy General Manager for Finance and Administration. Before going to Muni, Gigi spent almost ten years working for the City of Palo Alto in various positions in the Finance Department.

Kevin Quinn is a graduate of the University of Maryland Business School (MBA), the University of Maryland Law School (JD) and Loyola College (BA). He has 30 years of public, corporate and real estate finance experience. After serving as both an attorney (1979-1982) and investment banker (1982-1994), Mr. Quinn launched Wye River Group to focus on providing financial advisory services to non-profit organizations, governments and businesses. A significant portion of the firms practice is focused on the financial and investment needs of organizations in the educational and healthcare sectors. Over the course of his career, Mr. Quinn has served as financial advisor or lead banker on 400+ assignments including over 200 financings for independent schools, charter schools, colleges and universities, hospitals and other types of healthcare organizations. In addition to his activities at Wye River Group, Mr. Quinn serves on the boards of directors of CareFirst, Inc., CareFirst of Maryland, Inc., Securities Finance Trust Company and Theranostics Health.

Christopher M. Klein is the Chief Judge of the United States Bankruptcy Court for the Eastern District of California. He earned JD and MBA degrees at the University of Chicago, where he was Executive Editor of Law Review, and BA and MA degrees at Brown. He is admitted to the bar in California, the District of Columbia, Illinois, and Massachusetts. After completing service in the U.S. Marine Corps as an artillery officer in Vietnam and judge advocate, he was a trial attorney in the U.S. Department of Justice, in private practice with Cleary, Gottlieb, Steen & Hamilton, and Deputy General Counsel-Litigation of the National Railroad Passenger Corporation. In 1988 he was appointed a United States Bankruptcy Judge for the Eastern District of California. He was appointed to the Bankruptcy Appellate Panel in 1998 and served for ten years. From 2000-2007, Judge Klein was a member of Advisory Committee on Bankruptcy Rules of the Judicial Conference of the United States and the Advisory Committee on the Federal Rules of Evidence. His bankruptcy-related publications include: Principles of Preclusion and Estoppel in Bankruptcy Cases, 79 Am. Bankr. L.J. 839 (2005) (co-author); Bankruptcy Rules Made Easy(2001): A Guide to the Federal Rules of Civil Procedure that Apply in Bankruptcy, 75 Am. Bankr. L.J. 35 (2001).

Shin Mitsugi, Vice President of the New York City Economic Development Corporation, has over ten years of experience working with various tax incentives and credits resulting in the retention, recruitment, and creation of jobs and operations in New York City by commercial tenants and developers. Mr. Mitsugi has also worked extensively in various tax-exempt bond financing programs, including the 501(c)(3) bonds, the Liberty Bond program and the Recovery Zone Facility Bond Program. Mr. Mitsugi is a graduate of NYU’s Wagner Graduate School of Public Service (M.P.A.) and NYU’s College of Arts and Science (B.A.).

Frederick P. Schaffer is General Counsel and Senior Vice Chancellor for Legal Affairs of The City University of New York. In this position, he is responsible for providing legal counsel to the Board of Trustees, the Chancellor and the University on a wide range of issues and supervising a legal department of 18 lawyers. Mr. Schaffer also serves as General Counsel to the CUNY Construction Fund, a public authority that finances capital construction at the University. Previously, Mr. Schaffer was a litigation partner in the law firm of Schulte Roth & Zabel LLP, where he specialized in commercial and securities litigation and employment law. Earlier in his career, Mr. Schaffer served as Counsel to Mayor Koch, Chief of Litigation in the Office of the Corporation Counsel of the City of New York and Assistant U.S. Attorney in Manhattan. He also was an Associate Professor at the Benjamin N. Cardozo School of Law. Mr. Schaffer recently served as Chairman of the Legal Aid Society and is currently a Trustee of the Practising Law Institute. He has previously served as Chairman of NYC Public/Private Initiatives, Inc. and a Director of the University Settlement Society. He is also active in the Association of the Bar of the City of New York, where he has served as a member of a number of committees, including the Executive Committee, the Nominating Committee and as Chairman of the Committee on Education and the Law. Mr. Schaffer received his B.A. degree summa cum laude from Harvard College and his J.D. degree magna cum laude from Harvard Law School, where he was an editor of the Harvard Law Review. Following law school, he clerked for the Honorable Francis L. Van Dusen, Circuit Judge on the U.S. Court of Appeals for the Third Circuit. Mr. Schaffer was a recipient of one of the 2011 Awards for Excellence in Public Service from the New York State Bar Association