This session provides a basic overview of the key considerations relevant to the use of debt financing for nonprofit independent schools, focused particularly on tax-exempt instruments as the most widely used approach. The session progresses logically through a series of topics to help attendees secure a basic understanding of the factors that will impact the planning and implementation of a debt financing for their schools. Topics include: federal tax law, accounting rules, fundraising debt, affordability analysis, financing alternatives, debt policy and financing process.
Jessica Matsumori, Senior Director, Sector Leader, S&P Global Ratings, Standard & Poor's Corporation
Kevin Quinn, Principal, Wye River Group
Elyse Waterhouse, Director of Finance and Operations, The Spence School
Chris Wienk, Senior Vice President, Wye River Group