Professional Activities
Colorado Bar Association
Philadelphia Bar Association
National Association of Bond Lawyers (NABL)
Pennsylvania Association of Bond Lawyers (PABL)
Recognition & Accomplishments
The Best Lawyers in America, public finance law, 2015-2020
The Legal 500 US, finance – municipal bankruptcy, 2012-2016, 2018-2020
Publications
Co-author, "White Paper: Forward-Looking Statements in Municipal Disclosures,"August 2020
Co-author, "White Paper: Cybersecurity Disclosure in Municipal Offerings," October 2019
Co-author, "White Paper: Climate Change Disclosure in Municipal Offerings," October 2019
Co-author, "SEC Requires Addition of Two New Events to Continuing Disclosure Undertakings Beginning February 27, 2019," Ballard Spahr alert, August 31, 2018
Co-author, "Proposed Legislation Provides Further Support for P3 Transportation Infrastructure Projects," Ballard Spahr alert, September 24, 2015
Co-author, "SEC Muni Enforcement Chief Offer Her Views on MCDC," Ballard Spahr alert, March 13, 2015
Co-author, "MCDC Issuer Deadline is December 1. Are You Prepared?" Ballard Spahr alert, October 13, 2014
Co-author, "Congress Passes Highway Funding Bill; Includes Pension Funding Relief," Ballard Spahr alert, August 4, 2014
Co-author, "General Obligation Bonds: State Law, Bankruptcy and Disclosure Considerations," National Association of Bond Lawyers, August 2014
Co-author, "Water Resources Legislation Could Lead to Increase of U.S. Water P3s," Ballard Spahr alert, June 13, 2014
Co-author, "Federal Government Steps Up Monitoring of Distressed Municipalities," Ballard Spahr alert, April 22, 2014
Co-author, "SEC Enforcement Division Encourages Self-Reporting by Municipal Securities Issuers and Underwriters," Ballard Spahr alert, March 11, 2014
Co-author, "MSRB Proposes Municipal Advisor Supervision Rule," Ballard Spahr alert, February 26, 2014
Co-author, "Illinois Passes Landmark Pension Reform," Ballard Spahr alert, December 11, 2013
Co-author, "Additional Pay-to-Play Disclosure Required of Municipal Securities Dealers," Ballard Spahr alert, July 2, 2013
Co-author, "SEC Fraud Charges against Harrisburg Have Implications for Secondary Market Disclosures," Westlaw Journal / Securities Litigation & Regulation, May 29, 2013
Co-author, "SEC Fraud Charges against Harrisburg, Pa., Have Implications for Secondary Market Disclosures," Ballard Spahr alert, May 10, 2013
Co-author, "New Jersey Gets Federal Approval for $1.8 Billion in Hurricane Sandy Aid," Ballard Spahr alert, May 8, 2013
Co-author, "Options for Pennsylvania Cities and Municipalities in Financial Distress," Municipal Reporter, December 5, 2012
Co-author, "New Best Practices Released for Pension Obligation Disclosure," Ballard Spahr alert, November 15, 2012
Co-author, "Bank Loan or Municipal Security (or Both)? A Reminder from the MSRB," Ballard Spahr alert, October 4, 2011
Co-author, "MSRB Makes Recommendations to SEC on Disclosure Practices," Ballard Spahr alert, September 8, 2011
Co-author, "GASB Proposes Changes to State and Local Government Pension Financial Reporting," Ballard Spahr alert, July 11, 2011
Co-author, "PA Municipalities Further Challenged with Amendment of Financial Recovery Act," Ballard Spahr alert, July 8, 2011
Speaking Engagements
Bill is a frequent speaker and presenter on panels focused on legal issues in the municipal bond market. Recent speaking engagements include:
Moderator, “High Yield and Distress,” The National Federation of Municipal Analysts’ Advanced Seminar of Higher Education, January 23, 2020
Panelist, "Chapter 9 Bankruptcy," The National Federation of Municipal Analysts’ Introduction to Municipal Bond Credit Analysis, November 22, 2019
Panelist, "Fiscal Headwinds Facing Higher Education Institutions and How to React," Ballard Spahr's Hot Topics in Education Webinar Series, November 12, 2019
Panelist, “Water & Sewer Privatization Efforts,” The Bond Buyer’s Mid-Atlantic Municipal Market Conference, October 24, 2019
Panelist, "Current Issues and Outlook for Municipal Restructuring," Expert Webcast, July 9, 2019
Panelist, "Evolving Views Regarding Special Revenues - Navigating a Changing Environment," Philadelphia Area Municipal Analyst Society, May 2, 2019
Panelist, "Distressed Credits and Bankruptcy," The National Federation of Municipal Analyst’s Introduction to Municipal Bond Credit Analysis, November 30, 2018
Panelist, "Current Regulatory Developments," The Bond Buyer's Mid-Atlantic Municipal Market Conference, October 24, 2018
Panelist, "Security Package Degradation: Is it 2006 All Over Again?" NFMA Advanced Seminar on High Yield Bonds, January 25, 2018
Panelist, "Fiscal Headwinds and Workouts in Higher Education," Ballard Spahr's Hot Topics in Higher Education Webinar Series, January 23, 2018
Panelist, "Distressed Credits and Bankruptcy," The National Federation of Municipal Analyst's Introduction to Municipal Bond Credit Analysis, November 17, 2017
Panelist, "Sixth Annual Green Infrastructure Conference: Reducing Green Infrastructure Costs through Regional Storm Water Management," Ballard Spahr CLE program co-sponsored by the Environmental Law Institute, Philadelphia, November 14, 2017
Moderator, "Challenges in Higher Education," Mid-Atlantic Municipal Market Conference, October 24, 2017
Panelist, "Distressed Credits and Bankruptcy," NFMA Introduction to Municipal Bond Credit Analysis, November 18, 2016
Moderator, "Demise of the GO Pledge: Why Are Revenue Bonds Now Viewed As Less Risky?" The Bond Buyer's Mid-Atlantic Municipal Market Conference, October 25, 2016
Panelist, "Fifth Annual Green Infrastructure Seminar: Pay for Success: New Funding Strategies for Green Infrastructure," Ballard Spahr CLE program co-sponsored by the Environmental Law Institute, Philadelphia, October 13, 2016
Panelist, "Public Pensions in Bankruptcy," SMITH's High Yield Municipal Bond Conference, September 29-30, 2016
Panelist, "Distressed Credits," The National Federation of Municipal Analyst's Introduction to Municipal Bond Credit Analysis 2015, November 13, 2015
Panelist, "Startup: Economic Development and Community Revitalization," Governing Magazine's Pennsylvania Leadership Forum, October 21, 2015
Co-Chair, The Bond Buyer's Mid-Atlantic Municipal Market Conference, September 21, 2015
Panelist, "Distressed Credits," The National Federation of Municipal Analyst's Introduction to Municipal Bond Credit Analysis 2014, November 21, 2014
Co-Chair, The Bond Buyer's 3rd Annual Municipal Distress, Recovery & Financial Sustainability Symposium, Baltimore, May 1, 2014
Panelist, "What's in a Name? Why Not All General Obligation Debt Is the Same," National Association of Bond Lawyers Tax & Securities Law Institute General Session, March 27, 2014
Panelist, "State Law Oversight and Remedies in Pennsylvania," How States Deal with Local Government Distress, Municipal Analysts Group of New York, February 7, 2014
Panelist, "Second Annual Green Infrastructure Seminar: New Opportunities and Trends," Ballard Spahr CLE program co-sponsored by the Environmental Law Institute and Bioengineering Group, Philadelphia, October 28, 2013
Co-Chair, The Bond Buyer's 2nd Annual Symposium on Distressed Municipalities, Providence, R.I., March 18, 2013
Presenter, "Pricing Issues Related to Distressed Credits," National Federation of Municipal Analysts, Advanced Seminar Distressed Credits & Fiscal Emergencies: A New Paradigm for the Municipal Market, Detroit, October 5, 2012
Co-Chair and Moderator, "Views From the Bond Market," The Bond Buyer's Symposium on Distressed Municipalities, Philadelphia, March 27, 2012
Community Activities
Bill serves on the Haverford Township (Pennsylvania) Zoning Hearing Board.
Board Memberships
Pennsylvania Economy League, Inc., Board Member
Economy League of Greater Philadelphia, LLC, Board Member
Past board member and former President, Elfreth's Alley Association, a 501(c)(3) corporation that preserves and interprets Elfreth's Alley, the nation's oldest continuous residential street and a National Historic Landmark in Philadelphia