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On-Demand Webinar

The Latest on the FDTA: How Finance Leaders are Tackling Modernization

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On-Demand Webinar | Recorded on October 17, 2024

FDTA Panel Discussion

This webinar discusses the Financial Data Transparency Act (FDTA) and impacts of the proposed joint rule issued this summer. 

You'll learn where we are in the process and what steps government finance leaders should take now to prepare for this significant shift. We'll also explore how municipal finance modernization can create new opportunities for improved accountability and more strategic management of public funds.

And check out our FDTA Issue Brief for a deeper dive into the latest developments.

Speakers include: Mark Funkhouser, David Stringfellow, Liz Sweeney, and Tyler Traudt.

 

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Mark

Mark Funkhouser

President

Funkhouser & Associates

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Mark Funkhouser, president of Funkhouser & Associates, is a municipal finance expert who has spent decades in government service. As the mayor of Kansas City, Missouri, during the Great Recession, Mark made the tough choices to put his city on the path to fiscal sustainability. That experience, his long tenure as an auditor and his most recent post as the publisher of Governing magazine have made him a trusted and credible advisor to government officials across the country. Read more

David Stringfellow

David Stringfellow

Deputy State Auditor

State of Utah

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David Stringfellow is zealous about accountability, leveraging his expertise in Economics and Public Policy to make governments better. He's been deep in government data for over two decades spanning federal, state, and local governments. As Deputy State Auditor for the State of Utah, he leads projects and builds teams at the nexus of public finance, data science, and analytics. They make change by scrutinizing billions in public funds through data-driven audits and special projects to detect fraud, waste, and abuse. They also pioneer innovative models and dynamic processes to show governments — large and small — how to more effectively deliver valuable public goods and services in response to societal demands. Read more

Liz Sweeney

Liz Sweeney

President

Nutshell Associates, LLC

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Liz Sweeney is a registered municipal advisor with extensive experience in credit analytics, municipal disclosure, rating agency relations, municipal debt products, and structured data standards. Liz is a member of the board of the Municipal Securities Rulemaking Board (MSRB). She is also a Senior Fellow at the Milken Institute. Previously, Liz was managing director at S&P Global Ratings.

Liz was one of the first municipal market participants to experiment with machine-readable structured data standards including XBRL. Such standards later became central to the requirements of the Financial Data Transparency Act. Her knowledge of taxonomy development and application of data standards to facilitate reporting requirements are unique among municipal securities market professionals.

She holds an MBA from NYU’s Stern School of Business, a BS from Georgetown University, and a Certificate in Healthcare Management from NYU’s School of Professional Studies. Nutshell Associates is registered as a municipal advisor with the SEC and MSRB. Nutshell Associates is certified as a Women’s Business Enterpries (WBE) and Woman Owned Small Business (WOSB).

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Tyler

Tyler Traudt

CEO & Co-Founder

DebtBook

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Tyler is the co-founder and CEO of DebtBook, a leading provider of cloud software for treasury and accounting teams in the public finance industry.

As the CEO of DebtBook, Tyler is committed to building the best-in-class software solutions that our government and non-profit finance teams deserve. The configurable solution helps treasurers and accountants in public finance streamline their entire debt management processes, from data management, payments, accounting and financial reporting, disclosure, tax compliance, and proceed spend-down management. By equipping these teams with innovative tools to power their organizations, DebtBook is improving the way public finance works for all of us.

About Funkhouser & Associates

Funkhouser & Associates is a consulting company that builds impactful and effective relationships between state and local governments and private companies. Policy is aspirational. F&A works across sectors to help connect the dots between policy and process, between population data and improved community outcomes, between technology and more human-centered government. Armed with decades of 360-degree experience in the inner workings of how policy is built, funded, and enacted, we can help match public sector needs with private sector solutions.

 

About Debtbook

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.

Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows.