Thursday - March 21, 2019
9:00 am – 1:00 pm

The March 21 monthly meeting of the MMMA will focus on improving town finances and working effectively with financial advisors.

“Show me the Money: Maximizing the Return on your Financial Strategy and Structure” will feature Division of Local Services Technical Services Bureau Director, Zack Blake, Senior Vice President of Davenport & Company, Joe Mason, and a financial advisor.

Speakers will include Zack Blake, director of the Technical Services Bureau at the Division of Local Services; Joe Mason, senior vice president at Davenport & Company; and Cinder McNerney, managing director at Hilltop Securities.

Blake will give an overview of the services DLS offers to municipalities, including financial audits.

Mason and McNerney will discuss how a community’s finance advisor can provide guidance and support. They will also cover the importance of bond ratings to a community’s financial health and what a community can do to improve its rating.

This is a great opportunity to add to your finance toolkit!

Agenda

8:45-9:30 a.m.
Breakfast and Registration

9:30-9:35 a.m.
Welcome
James Boudreau, Scituate Town Administrator and MMMA President

9:35-9:45 a.m.
Ethics Minute
Steve Bartha, Danvers Town Manager and Ethics Committee Chair

9:45-11:30 a.m.
Show Me the Money: Maximizing the Return on Your Financial Strategy & Structure
What role can your town’s financial advisor play in improving your finances? Cinder McNerney and Joe Mason will discuss how a community’s financial advisor can provide guidance and support. They will discuss the importance of bond ratings to a town’s financial health and what you can do to improve your rating. Zack Blake will provide an overview of the services the DLS Technical Assistance Bureau can offer a municipality, including a financial audit.
Cinder McNerney, Managing Director, Hilltop Securities
Joe Mason, Senior Vice President, Davenport & Company
Zack Blake, Chief, Technical Assistance Bureau, Division of Local Services
Moderator: Sandy Pooler, Deputy Town Manager, Arlington

11:30 a.m.-noon
Legislative Update
Geoff Beckwith, MMA Executive Director

Noon-1 p.m.
Lunch

Location
Cyprian Keyes, 284 E Temple St., Boylston

Contact
MMA Senior Member Services Coordinator Denise Baker
Massachusetts Municipal Management Association