Finance Seminar

Finance Seminar
This is your opportunity to learn more about the complex issues relating to port financial management. Topics will include trends and new approaches in port financing; FASB/GASB updates, state funding of ports; customer bankruptcy; personnel administration; risk management and insurance; impact of environmental issues on port facility financing; capital planning and investment; bond issues; trends in tax exempt financing for ports; innovations in sourcing public port funding; and credit and collections issues.

 Required Program

Click here for a PDF of the draft agenda.

We appreciate the support of our sponsor:

Hotel Information:
Andaz Savannah (a Hyatt property)
14 Barnard St. 
Savannah, GA 31401
Phone: (912) 233-2116
Room Rate: $199.00 single/double
Room Block Cut-Off Date: Monday, March 26, 2018

***A limited number of hotel rooms have been reserved, so please make your hotel arrangements early.***
4/17/2018 - 4/19/2018
Andaz Savannah
14 Barnard St
Savannah, GA 31401

Event Pricing

ItemReg. ClassPrice
Seminar RegistrationMember1025.00
Seminar RegistrationNon Member1200.00



Tuesday, 17 April 2018

8:30 AM - 9:00 AM
8:30 AM
Speaker: James R. Brennan, Capstan Consulting, LLC.
9:00 AM - 10:30 AM
9:00 AM
Join fellow port risk managers for a lively discussion on the various types of claims seen in the port industry and share best practices on how these claims are addressed.  Discussion will include claims related to the cruise industry, bulk and container, hurricane, contractors/construction, cyber, rail, etc.  Speakers include: Kelly M. Bryant, Aon Risk Services, Inc. of Maryland, Baltimore, MD   Kevin Drew Malpas, Manager, Alabama State Port Authority and  Shannon Feeley, Canaveral Port Authority.
10:45 AM - 12:15 PM
10:45 AM
Sponsored by PFM Group
12:15 PM - 1:30 PM
12:15 PM
from APM Terminal Cyber Attack. Hacking Experiences, Prevention and Best Practices.
1:15 PM - 2:30 PM
1:15 PM
Tenants, Construction and General Discussion. Speakers include: Timothy R. Moorhead, Esq., Wright, Fulford, Moorhead & Brown and Ted Shinkle, GRAY | ROBINSON.
2:45 PM - 4:30 PM
2:45 PM

Wednesday, 18 April 2018

Resilience is the ability to anticipate, prepare for, and adapt to changing conditions and withstand, respond to, and recover rapidly from disruption. A resilience-based assessment is focused not only on protection but also on recovery, making sure that structures and services are fully restored in an acceptable amount of time. •Co-location Sites •Business Interruptions •Climate Considerations Speakers: Jennifer Ogrodonic, Baird & Associates and Niek Veraart, Louis Berger.
9:00 AM - 10:30 AM
9:00 AM
10:45 AM
Speakers: Kevin Archer, Infrastructure, S&P Global Ratings, Emma Griffith, Fitch Ratings, Global Infrastructure & Project Finance and Ira Smelkinson, Morgan Stanley.
1:45 PM - 3:00 PM
1:45 PM
Speakers:Mary Francoeur, PFM Financial Advisors LLC and John Elliot, Strategic Rail Finance.
3:15 PM - 5:00 PM
3:15 PM

Thursday, 19 April 2018

Speakers: Blair Garcia, PPM, WSP and Shannon McLeod, WSP.
9:00 AM - 10:30 AM
9:00 AM

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Attendee Roster

Mr. Joe AbstonPort of PascagoulaFinance Manager(228) 762-4041jabston@portofpascagoula.com7990ABSTON, JOE18FINANCE
Mr. Kent BrittonPort Corpus ChristiFinancial Controller(361) 882-5633kbritton@pocca.com24236BRITTON, KENT18FINANCE
Mr. John CarterPort of EverettChief Financial Officer(425) 259-3164johnc@portofeverett.com1693CARTER, JOHN18FINANCE
Ms. Hope DavidsonPFM Financial AdvisorsSenior Managing Consultant(407) 406-5772davidsonm@pfm.com24193DAVIDSON, HOPE18FINANCE
Ms. Shannon FeeleyCanaveral Port AuthorityRisk Manager(321) 783-7831 x224sfeeley@portcanaveral.com14948FEELEY, SHANNON18FINANCE
Ms. Mary FrancoeurPFM Financial Advisors LLCManaging Director(646) 561-0711francoeurm@pfm.com22977FRANCOEUR, MARY18FINANCE
Mr. Stephen FryPort Tampa BayVice President, Finance(813) 905-7678sfry@tampaport.com24210FRY, STEPHEN18FINANCE
Mr. Stephen GlusmanPort of Greater Baton RougeDirector of Corporate and Legal Affairs(225) 342-1660glusmans@portgbr.com21033GLUSMAN, STEPHEN18FINANCE
Mr. Ross GonzalesSt. Bernard Port, Harbor & Terminal DistrictDirector of Administration(504) 277-8418rgonzales@stbernardport.com24489GONZALES, ROSS18FINANCE
Mr. Drew Heaphy, PPMSt. Bernard Port, Harbor & Terminal DistrictExecutive Director(504) 277-8418dheaphy@stbernardport.com3349HEAPHY, DREW18FINANCE
Mr. Jorge HernándezPort EvergladesDirector, Business Admin. Div.(954) 468-3501jorhernandez@broward.org19961HERNANDEZ, JORGE18FINANCE
Ms. Tina Yi Hsuan HuMott MacDonald, TINA18FINANCE
Mr. Victor MartinezMatagorda County Navigation District #1 - Port of PalaciosPort Director(361) 972-5556vmartinez@portofpalacios.com23992MARTINEZ, VICTOR18FINANCE
Mr. Titus MasseyThe Port Authority of New York & New JerseyManager, Port Commerce Dept, Fin. Services(212) 435-4277tmassey@panynj.gov10040MASSEY, TITUS18FINANCE
Mrs. Elizabeth M. McLeanRaymond JamesSales Manager(901) 579-4937betsy.mclean@raymondjames.com24241MCLEAN, ELIZABETH18FINANCE
Mr. David MillerThe PFM GroupManaging Director(407) 648-2208 x.5752millerd@pfm.com9557MILLER, DAVID18FINANCE
Mr. David MorrisonPort of TacomaDirector, Financial Planning and Treasury(253) 428-8661dmorrison@portoftacoma.com18503MORRISON, DAVID18FINANCE
Mr. Rodney W. Oliver, PPM, CPAVirginia Port AuthorityChief Financial Officer and Treasurer to the Board(757) 683-2170roliver@portofvirginia.com3766OLIVER, RODNEY18FINANCE
Ms. Mary Kay Radford, CPAMaryland Port AdministrationFinance Manager(410) 385-4697mradford@marylandports.com11845RADFORD, MARY KAY18FINANCE
Mr. John SepeThe Port Authority of New York & New JerseySupervising Financial Analyst(212) 435-4279jsepe@panynj.gov18585SEPE, JOHN18FINANCE
Mr. Rajesh SewakPort of Redwood CityDirector of Finance and Administration(650) 306-4150rsewak@redwoodcityport.com18878SEWAK, RAJESH18FINANCE
Mr. Erik SmithAlbany Port District CommissionDirector of Internal Controls(518) 463-8763Esmith@portofalbany.us19610SMITH, ERIK18FINANCE
Dr. Alejandro SolisHDR Engineering, Inc.E&F Business Class Lead(202) 594-3280alejandro.solis@hdrinc.com24162SOLIS, ALEJANDRO18FINANCE
Ms. Wonza Spann-NicholasMaryland Port AdministrationDirector, Finance(410) 385-4560wspann@marylandports.com18509SPANN-NICHOLAS, WONZA18FINANCE
Ms. Lorrie Taylor, CPAPort of OrangeDirector of Administration & Finance(409) 883-4363ltaylor@portoforange.com18434TAYLOR, LORRIE18FINANCE
Mr. Nick VandenheiligenbergPort EvergladesSr. Trade Analyst, Business Development(954) 468-0171nvandenheiligenberg@broward.org17227VANDENHEILIGENBERG, NICK18FINANCE
Ms. Gloria WashingtonCaddo-Bossier PortDirector of Finance and Human Resources(318) 524-2272gloria@portsb.com1937WASHINGTON, GLORIA18FINANCE
Mr. Roger WuPort of Long BeachAssistant Director, Business Dev.(562) 283-7750Roger.Wu@polb.com16153WU, ROGER18FINANCE