The SDAO Finance Alliance offers an opportunity for professionals that provide financial services to SDAO member districts to connect and network with one another. Members of the alliance can pose questions and seek input regarding situations that someone else may have specific experience with via an online networking site or email (whichever works best for you). Examples might be tricky financial matters, getting creative ideas for your employees, sharing budgeting techniques and solutions, and much more.

The communications may lead into opportunities for discussion on various topics, including debt financings, voter approved local options levies, general obligation, and investment guidance from the SDAO Advisory Services Group (municipal advisory services).

Additionally, group members can network at roundtables that will be scheduled a couple times per year which provide an excellent opportunity to gather with colleagues and build working relationships with others who work daily in the world of finance for their districts.

David Ulbricht, Director of SDAO Advisory Services, will be a part of this group and will be available to provide guidance and resources to our members who utilize this listserv for their budgeting, investment, local option levies, bond issuance or other debt obligations.

This group is not intended for obtaining legal advice and will not replace the pre-loss services SDAO offers or any other trainings or resources you have already known and utilized.

JOIN THE ALLIANCE

To join, please email SDAO HR Manager Monica Schultz (hr@sdao.com) with your name, position, district, email address, and phone number.