Mike Berwanger is a managing director in PFM’s Los Angeles office, working extensively with utility clients throughout the western region. Over the course of his career as a financial advisor and senior managing underwriter, he has assisted utility clients in obtaining more than $19 billion in financing through a variety of security instruments. At PFM, Mike has helped clients structure financial products (including swaps, collars, caps and basis swaps), contributed to the formation of several new utility credits and participated in two mergers and acquisition transactions on behalf of municipal utility clients. He also has extensive experience in assisting clients with complex prepayment, tax-equity, and tax-credit financing structures used for the acquisition of gas and renewable energy.
Additionally, Mike has been integrally involved with all aspects of several new large resource projects and has participated in all business deal and contract negotiations with the developers, insurance requirement discussions, counterparty credit exposure work, financial forecasting for project metrics, and all of the financing work associated with issuing bonds for a new credit. Mike is PFM’s lead advisor from the Los Angeles office to many issuers and is an integral member of the advisory teams for many California utilities.
Prior to joining PFM, Mike was a director at a major investment bank in Los Angeles and an investment banker for over ten years.
Mary Kay Hogan
Mary Kay has spent her 20+ year non-traditional legal career learning the ins and outs of all three branches of government, from the municipal to the federal level. As such, her approach to serving her clients is based on navigating the various rules, nuances, and roles of the governmental body that is critical to achieving a particular client’s goals, particularly when those goals intersect multiple branches of government.
Mary Kay began her political career in the Legislative branch, interning for Congressman Dan Schaefer (R- 6th CD CO), then had the privilege of working for U.S. Senator Tim Wirth (D-CO), Representative Mo Udall (D-AZ), the Democratic Senatorial Campaign Committee and the Republican caucus of the Arizona State Senate during college. These early experiences working for lawmakers from different parties taught her the nuts and bolts of the legislative process at the state and federal level, but also how to communicate effectively with members of both major parties, a skill and value that has transcended her approach to lobbying over the past two decades.
During law school at the University of Denver, she focused on learning about municipal government as a clerk for the Colorado Municipal League, and later went on to represent interests from other local government organizations, including school districts, counties and special districts. Before becoming a lobbyist, she worked as a nonpartisan attorney in the Colorado Office of Legislative Legal Services, where she counseled Colorado legislators as member of the tax and finance team.
With respect to the Judicial branch of government, Mary Kay served as a law clerk to Judge Gaspar Perricone (1st JD, Colorado), and has represented the Colorado Bar Association and the Colorado District Attorneys Council. She maintains a strong working relationship with specialists in many sections of the Colorado Bar and the Attorney General’s Office.
Her work in the Executive branch included a four-year stint as a senior staff member for Colorado Governor Bill Ritter, Jr. During this time as the Governor’s Legislative Director, Mary Kay helped shepherd over fifty legislative agenda items through the process for the Governor. She oversaw the approval of all nineteen executive agencies’ legislative agendas for four legislative sessions, and worked closely with cabinet members and executive agency senior staff. She now represents the interests of her clients in front of various Governors Offices throughout the United States.
These opportunities have given Mary Kay the ability to forge long-lasting professional relationships with elected officials, legislative, agency and judicial branch staff, and other lobbyists. These relationships, as much as a working knowledge of the process and its history, are pivotal to opening the right doors for clients.
Mark Heller has accumulated more than 25 years of experience in community planning, economic development, real estate development, sustainability programming, small business legal counseling, cultural organization management, and community advocacy. He is now applying those skills and experiences as the Executive Director of the Colorado Education and Cultural Facilities Authority (CECFA), which is a conduit issuer of tax-exempt bonds. CECFA has issued over $7 Billion in bonds to support culture and education in Colorado and across the country.
He worked to create significant positive changes in and around downtown Golden as the Executive Director for the Golden Urban Renewal Authority between 2004 and 2014, including major redevelopment projects, the award-winning Golden Sustainability Initiative, and even hosting professional road bike races.
Mark is a member of the American Planning Association Colorado Chapter and the American Institute of Certified Planners. He is also licensed (inactive) to practice law in Colorado and Texas.
Mark developed a passion for community planning while living in Crested Butte, Colorado, where he served on the boards of some of the area’s leading environmental, cultural, and economic organizations. He was a board member of High Country Citizens’ Alliance and the Crested Butte Mountain Theatre and was counsel to the Crested Butte Wildflower Festival and the Crested Butte Music Festival among others.
Mark began his legal career in 1991 as Assistant General Counsel with the Texas Ethics Commission, where he joined a team of six other attorneys in a new state agency designed to regulate lobbying, campaign financing, and political advertising.
Mark earned his undergraduate degree with honors in interdisciplinary studies (Plan II) in 1987 and a law degree in 1991, both from the University of Texas at Austin. He earned a Masters in Urban and Regional Planning from the University of Colorado at Denver in 2006.
Mark lives in Golden, CO with his wife Erica and children Miles and Ayla.
Ms. Crowell’s 40+ year professional career focused on community relations in higher education institutions, then working in and directing several non-profit organizations. Volunteer community activism has been a priority serving on chamber of commerce and economic development boards as well as other community groups. Retired since 2014, Ms. Crowell spends her time painting and drawing at her studio while volunteering for several local and state art organizations. Ms. Crowell earned her undergraduate degree from Seton Hill University and her MPA from Bowling Green University. Some of her favorite time is spent with husband Bill, their canine buddy Mac, and many friends.
Calvin Hanson is an experienced public finance attorney who has represented clients as bond counsel and as counsel to borrowers and investment banking firms. His practice includes public finance representations of State of Colorado authorities, cities, towns, school districts and special districts. Since 2006, Calvin has served as General Counsel to the Colorado Educational and Cultural Facilities Authority, which is one of Colorado’s largest issuers of tax-exempt bonds.
Calvin has specialized expertise in higher education and healthcare financings in the Rocky Mountain region, including colleges and universities and many hospitals serving mountain resort communities. Given his broad range of experience, Calvin has insight into the goals and objectives of all transaction participants.
Cultural Office of the Pikes Peak Region
Andy Vick is an experienced leader and arts administrator who believes in the power of the creative sector to drive economic development, build community, grow tourism, and enhance quality of life for everyone. As the Executive Director of the Cultural Office of the Pikes Peak Region, Andy oversees the daily operation and management of a non-profit, local arts agency serving a two-county region with a population of over 700,000 residents. In conjunction with his work at the Cultural Office, Andy serves as a Council Member for Colorado Creative Industries (the State Arts Agency), is the Vice-President of the Colorado Springs Convention & Visitor’s Bureau Board of Directors, is an ex-officio Board member of the Colorado Springs Chamber and EDC, and is on the Executive Committee for the United States Urban Arts Federation. He is also an Honorary Commander at the United States Air Force Academy, and a member of the Regional Leadership Forum and the Downtown Colorado Springs Rotary Club. In addition, Andy is a graduate of the 2016 Colorado Springs Leadership Institute program, the 2015 Leadership Pikes Peak Signature program, and Colorado Creative Industries’ 2015 Change Leaders Program. Andy is also an experienced public speaker and consultant on the topic of using the arts as a tool for economic development and community vitality.
Executive Director of the
National Conference of
William Pound is the Executive Director of the National Conference of State Legislatures. Mr. Pound has been with the Conference since its founding in 1975 and has been instrumental in the development of many of its innovative programs and services designed for legislators, legislative leaders and legislative staff.
Mr. Pound has researched and written extensively on legislatures and the legislative process and fiscal and public finance issues. He speaks to both national and international audiences on topics of state government fiscal conditions, public policy issues, and on the activities of state legislatures and federalism.
Dan J. Wilson
Treasurer, Chief Investment Officer
and Associate Vice President for
Budget and Finance of the
University of Colorado
Mr. Wilson was appointed to this position on August 12, 2015 by the Board of Regents of the University of Colorado. He is responsible for investments of $3.1B, debt of $1.6B, and for the overall Treasury functions of the university. Prior to CU, Mr. Wilson was Treasurer at the University Corporation for Atmospheric Research (UCAR), the Boulder-based consortium of more than 105 colleges and universities focused on research and training in atmospheric and Earth sciences. Mr. Wilson served as Treasurer at UCAR from 1995 to 2015. He managed debt, investments, cash and banking for the nonprofit organization. He also served as Treasurer of the UCAR Foundation for 23 years. Mr. Wilson earned master’s and bachelor’s degrees in accounting, both cum laude, from Brigham Young University. He is a Certified Treasury Professional (CTP since 2005) and Certified Public Accountant (CPA since 1980) in Colorado. Dan also serves on the Audit & Finance committees of DSST Foundation, UNAVCO, and AURA. He serves on the TIAA-Nuveen investment council. He loves to ski, hike, fish, hunt, bike, and spend time with grandkids.
Colorado State University
Ms. Henry was appointed Colorado State University System Treasurer on September 19, 2016. Prior to this appointment, she had served as Controller/Assistant Treasurer for the University of Denver. In her position, she reports directly to the Chief Financial Officer of the System and is responsible for the management of the System’s liquidity, investments, and the debt portfolio. Her background includes over 30 years of experience in higher education financial administration, including accounting and treasury operations. She holds a Bachelor of Science degree in Business Administration from Colorado State University and an Executive Masters of Business Administration from Colorado State University.
Executive Director, Operations
Peak to Peak Charter School
Sam Todd is executive director of operations at Peak to Peak Charter School in Lafayette, Colorado. Peak to Peak Charter School is a K-12 public school with 1,450 students, chartered through the Boulder Valley School District. Peak to Peak has been nationally recognized, being ranked in the ‘Top 100 Public High Schools’ for the past ten years by US News and World Report. The school maintains a 100% graduation rate and a 100% college acceptance rate for graduating seniors.
Sam serves as chairman of the board of directors for the Colorado League of Charter Schools, and also serves on the board of the Colorado Educational and Cultural Facilities Authority. Sam is a frequent presenter at both state and national charter school conferences.
Sam earned a BS in economics from Purdue University, a MS in industrial relations from Michigan State University, and a MS in business from Eastern University. His previous work experience includes CFO for Western Boone Schools in Indiana; corporate controller for Ultimate Support Systems; executive program director at Eastern University; and senior human resources manager at Hewlett-Packard Company. He has also worked as an adjunct professor for Indiana Wesleyan University and Colorado Christian University.
President & CEO
Rocky Mountain Public Media
Amanda Mountain grew up a military brat and has called Colorado home off-and-on since 1992. She is a first-generation college graduate and holds a Master’s degree from the University of Denver in Organizational Leadership with an emphasis on Change Management. She is the first female CEO in Rocky Mountain Public Media history, and is the youngest CEO of a major market public media station in the country. She has nearly 20 years of media experience, most notably with Freedom Communications, where she was named one of the top 20 Newspaper executives in the country by Presstime Magazine, and Viacom, where she helped pioneered cross-platform marketing strategies under the leadership of Mel Karmazin. She joined Rocky Mountain PBS in 2010 as general manager of the Southern Colorado station and stepped into the role of President and CEO in 2017 where she is now leading the mission to strengthen the civic fabric of Colorado through public media and to build a new $40 million Buell Public Media Center to increase innovation, engagement and collaboration across nonprofit media.