Indiana Bondcast

To close out this podcast series we are joined by a familiar face to the Indiana Bondcast, the 55th Indiana Treasurer of State and Chair of the Indiana Bond Bank, Kelly Mitchell! Kelly Mitchell was elected as the 55th Indiana State Treasurer on November 4th, 2014. In this role, Treasurer Mitchell serves as the Chair of the Indiana Bond Bank, the Statewide E-911 Board, the Indiana Education Savings Authority, the ABLE Authority, and the Sole Trustee of the State Police Pension Trust, among a number of other positions. As the state's chief investment officer, she oversees the management of $10 billion on a daily basis. Treasurer Mitchell currently serves as Immediate Past President of the National Association of State Treasurers (NAST) and is a member and Past President of the State Financial Officers Foundation (SFOF). In this podcast you'll hear from Treasurer Mitchell about: - 1 key thing she learned as County Commissioner that she brought to the State Treasurer's Office - How a Masters from the U.S. Army War College changed her leadership style - The secret sauce to creating culture - The future of the Bond Bank…and more…

In this episode, we are joined by Barry Gardner, Assistant Superintendent for Finance and Operations at MSD Wayne Township! Also having served as Chief Financial Officer at MSD Wayne Township and Brownsburg Community School Corporation, Barry's experience in public finance alone could speak for itself. Luckily, Barry agreed to join us on the podcast and speak more to an overall theme of being a “new-school” School Business Official. In this podcast episode, you'll hear more from Barry about: - How to create innovation and change within large organizations - The need to tell your story - What it's like to operate a school building as large as 200 single family homes - Doing hard stuff…like testifying in front of state legislators - Why a continuous learning mindset is critical - The power of authenticity

In this episode, we are joined by Hardi Shah, who at the time of this recording served as the Deputy CFO of IndyGo, also known as the Indianapolis Public Transportation Corporation, the major public transit agency and municipal corporation of the City of Indianapolis. Since the recording of this podcast, Hardi has transitioned to a new position as Chief Financial Officer at Engaging Solutions a firm created to help governmental agencies and private businesses with complex solutions. In this podcast episode, Hardi shares here experiences with: • Starting from the bottom after a 10-year professional career • Navigating COVID in an industry built on putting unrelated people into the same enclosed space • Approaching work with a #howmightwe attitude • Infusing mission into every role, at every level • Navigating difficult conversations about sticky subjects in the hardest of times (Covid) • Her philosophy that “no work is small work”

In this episode, we are joined by Nathan Flynn, Managing Director in the Public Finance group at KeyBanc Capital Markets where he focuses on project finance transactions with a particular focus on the Indiana market. Throughout his nearly 25 years in the industry, Nathan's work has centered on high-level quantitative assignments, including those involving interest rate derivatives and Public Private Partnerships. Nathan joined KeyBanc two years ago and is based out of their Indianapolis office. In this podcast episode, hear from Nathan about: - Accidental journey into public finance - The “Filter Approach” to career exploration - The Venn Diagram approach to team building - Finding – and maintaining – mentors as an introvert - Lawnmowing as a metaphor for public finance - Communicating hard concepts

When people ask why we do the Flipping Finance Challenge, our first answer is always – to give enhanced resources and options to local communities on their most pressing challenges. You've heard from the innovators about their experience at FFC2022, now here from the communities, where the challenge and innovation all begins. Listen/watch as Jay County, the City of Jasper, the Indiana Executive Council on Cyber Security, and Maverick Energy Consulting. For chapter marks of each section – please use the guide below! • Jay County 0:00 • City of Jasper 13:15 • Indiana Executive Council on Cybersecurity 31:13 • Maverick Energy Consulting 44:46

The innovation has concluded, prizes have been awarded, and the Flipping Finance Challenge 2022: Civic Super Heroes is all but wrapped up! In the first of two podcast series on FFC2022, you will hear from a handful of innovators who lent their time to help local Indiana communities with their most pressing challenges. Hear different perspectives on what they enjoyed most, what challenged them the most, and what made FFC2022 such a unique experience for all.

In this episode, we are joined by Chad Blacklock, Vice President at Stifel. Aside from his day to day work in public finance, Chad's passion is with executive coaching and bringing the best out of individuals. In this podcast episode, hear from Chad about: o 4 Must-Have ingredients for development o Working “in” the organization vs. working “on” the organization o Mentors vs. Coaches – the differences and what they do o The role of passion in work o One of the best books Chad has ever read o Why you might be offering your customers too many solutions o Number one constant complaint of leaders today o 3 simple words about what to do next

In this episode, we are joined by Tim Berry, Managing Director in the consulting group at Crowe LLP, serving public sector clients. He specializes in providing financing expertise to government organizations. Tim has more than 20 years of financial experience in state and local governments, including work as a Mayoral Assistant, County Treasurer, Treasurer of State, Auditor of State, and State Chairman

In this episode, we are joined by Celia Campbell, Commercial Banker at JP Morgan Chase. As a government banker, she leads the team responsible for overseeing the end-to-end solutions and the delivery of products and services, including financing, treasury services and other financial services to her government clients. Celia has been with the firm for 15 years. She represents JP Morgan with prospects, government officials and persons of influence in the community. Celia's clients include states, municipalities, and public school districts in Indiana. Prior to her role as a Commercial Banker, Celia managed a portfolio of government clients as a Treasury Management Officer in the states of Indiana, Kentucky and Minnesota. A leader in diversity, equity and inclusion for the Midwest, Celia is the co-chair for the National Government Council's Diversity, Equity and Inclusion (DEI) Subcommittee; their focus is on developing and implementing the DEI strategy for the Government Banking group. In addition to formerly chairing the firm's Diversity Equity, & Inclusion efforts in Indiana, she also served on the Indiana Market Leadership Team (MLT) managing community partnerships. In this podcast episode, hear from Celia about: • Why it's so important to raise your hand • Leveraging your passion for the greater good • How to balance work and volunteering • How to make Diversity, Equity & Inclusion initiatives more than just words on paper • How to say “no” when an opportunity is not right • Why nominating your employees for awards goes so far

In our eighth episode, we are joined by Heidi Leonard, Vice President Government & Institutional Banking at Regions Bank. Heidi has served the financial industry in various capacities for 25 years in cities from Chicago to New York to Indianapolis, which has been her family's home for 12 years. Heidi manages the municipal lending portfolio for Regions Bank in 3 states, is an active member of the Diversity Equity and Inclusion Committee and teaches finance part time as associate faculty at the Kelley School of Business IUPUI campus. Regions partners with Heidi to combine her interest in helping communities and universities with the financing of capital projects with her passion for education and helping students reach their career goals. In this podcast episode, hear from Heidi about: • Life as a Jackson Pollock painting • How applying for 150 jobs made her see a different way to do things • “Collecting people” – a philosophy on mentors • Why “What job do you want?” is the wrong question to ask • How asking for feedback has changed her

"Leaders in Public Finance" is a new podcast series through the Indiana Bondcast designed to highlight excellence in public finance. Through this series, you will hear from leaders across the public finance spectrum about their journey to a career in public finance. In our sixth episode of this podcast mini-series, Mark Wuellner is joined by Indiana Women in Public Finance Board Members, Susanna Khan, Relationship Manager – AVP, First Merchants Bank and Rose Stark, Senior Associate, Fifth Third Securities, Inc.

In our fifth episode of this podcast mini-series, Mark Wuellner is joined by Wes Bennett, Commissioner at the Department of Local Government Finance (DLGF). DLGF is responsible for ensuring property tax assessment and local government budgeting are carried out in accordance with Indiana law. In this podcast episode, hear from Wes about DLGF's role in supporting local governments, the 5 “lanes” DLGF runs in, Wes' philosophy on decision-making- including when to make decisions, Wes' 4 simple rules for “being your best”, and experiences from both the local side (Clerk-Treasurer Town of Plainfield) and state side (DLGF).

In our fourth episode, we are joined by Herschel Frierson, the Strategic Networks Leader and a Principal at Crowe LLP. With over 26 years of experience with governmental consulting and general consulting, Herschel has assisted communities with municipal bond issues, short- and long-term financial planning, capital improvement plans, and budget consulting. He has also provided assistance in economic development activities including feasibility studies. In his current role, Herschel is responsible for expanding the firm's influence with network partners, including associations, and creating new opportunities and deepening existing relationships. Herschel focuses on key networks for all industries across the firm and in the market. Herschel also serves on the firm's leadership team with the Inclusion Excellence Council which focuses on Diversity and Inclusion for the Firm. Herschel also oversees the Firms Business Resource Groups. In this podcast episode, hear from Herschel on what “Don't be stingy with your gifts” means to him in regard to mentorship, one piece of advice about failure, networking for introverts in 30 seconds, the one question he asks when networking, and SO MUCH MORE!

In our third episode, we are joined by Cindy Barger who serves as the Director of TrustINdiana, Indiana's state sponsored local government investment pool. She travels the State of Indiana meeting with local government officials to offer a safe investment option for public funds. In this episode Cindy gives an overview of the critical role that TrustINdiana plays for local government investment, how she got involved in public finance, dealing with self-doubt and how serving the people of Indiana keeps her motivated!

"Leaders in Public Finance", a new podcast series through the Indiana Bondcast designed to highlight excellence in public finance. Hear from leaders across the public finance spectrum about their journey to a career in public finance. In our second episode, we are joined by Belvia Gray, Principal at Baker Tilly Municipal Advisors. Belvia is a principal and municipal advisor within the public sector practice group and has been with the firm since 2005. She specializes in serving schools and libraries on their financial needs, including municipal bond issuance, and capital planning. She also has experience with budgeting and legislative analysis. In this episode Belvia tells us more about her journey into the world of public finance, her current role as a municipal advisor, philosophy and practice of mentoring, her role as a founding board member of Indiana Women in Public Finance, and much more! Listen to the full podcast by subscribing to the Indiana Bondcast on Apple Podcasts, Spotify, Stitcher, or Sound Cloud!

Introducing a new series through the Indiana Bondcast: "Leaders in Public Finance”, designed to highlight excellence in public finance. Hear from leaders across the public finance spectrum about their journey to a career in public finance. In this premier episode, we go outside the state borders to interview Lisa Eisenberg, Director of Debt Management for the State of Ohio. Hear from Lisa about: o testing out of college math class resulted in a life-changing decision o being a pioneer as a woman in a largely male-dominated field of state debt management o being ready for your moment, even when you're not sure you're ready o being named as a "Rising Star" by The Bond Buyer o and more!!! Listen to the full podcast by subscribing to the Indiana Bondcast on Apple Podcasts, Spotify, Stitcher, or Sound Cloud!

The Days of Our Cyber Lives core-crew get together for one more episode and reflect on the 15 episode mini-series as part of the Indiana Bondcast. Join the group for a fun conversation on topics including the most memorable of Chetrice's famous analogies, most proud moments, lessons learned, wish-list for "DOCL: The Sequel", and what is next for the Indiana Bondcast!

The DOCL team is joined by Tad Stahl, Executive Director of the new State of Indiana cybersecurity agency, the Indiana Information Sharing and Analyses Center (IN-ISAC) through the Indiana Office of Technology. Tad and the group give us a breakdown on the new agency, new cyber-security reporting requirements for local government, and how might the state of Indiana use the reporting information moving forward.

In celebration of National Social Media Day, IBB Executive Director, Mark Wuellner, is joined by recurring guest Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology and the Indiana Department of Homeland Security and first-time guests Jennifer Simmons, Chief Operating Officer and Deputy Director at Accelerate Indiana Municipalities (AIM) and Melissa Thomas Media Relations Manager at Indiana Economic Development Corporation. Listen/watch as the group discusses tips and best practices for local Indiana governments in setting up and running an organizational social media account, how to target which platforms to use, and how to best utilize cyber safety on these social media platforms.

In this special edition of the DOCL podcast, the team is joined by Teri Takai, Executive Director at the Center for Digital Government and Tracy Barnes, Chief Information Officer at the State of Indiana as they host our first ever live podcast as part of the National Association of State Treasurer's May 2021 Conference! Join the team as they discuss topics including the importance of a State Treasurer's Office distributing information about cybersecurity, how State Treasurer Offices around the U.S. can prepare for cyber attacks, a best practice that comes with a new bill in Indiana addressing cybersecurity and a Q&A with audience members of the conference!

In this special breaking news episode of the Days of Our Cyber Lives podcast, Mark Wuellner, Indiana Bond Bank Executive Director is joined by Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology and the Indiana Department of Homeland Security, Russ Paluch, Principal at Maverick Energy Consulting and Brian Carman, Director of Marketing and Business Development at the Indiana Bond Bank Listen/watch as the group covers topics including an overview of what exactly happened with the Colonial Pipeline breach, the resulting effects on fuel prices, and tools offered to local government to protect their budgets when external factors cause a rise in fuel prices.

In this episode of Days of Our Cyber Lives, we celebrate National EMS Week with Stephen Cox, Executive Director of the Indiana Department of Homeland Security and our wonderful recurring guest, Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology and the Indiana Department of Homeland Security. Listen/watch as the group covers topics including differences between EMS, EMT, EMR, and paramedics, cybersecurity risk with connected devices, “Why did I call 911 for an ambulance and the fire truck showed up?”, COVID impact on EMS, National EMS Week, and the community para-medicine initiative!

In this week’s episode of Days of Our Cyber Lives, celebrate National Public Safety Telecommunicators Week with guests Ed Reuter, Executive Director of Indiana 911 and Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology, and the Indiana Department of Homeland Security. Listen/watch as the group covers topics including 121 call centers in Indiana, real-life business email compromise attempts, COVID's impact on 911 centers, learning from Baltimore's breach, and affordable telecommunication equipment financing for local government!

Days of our Cyber Lives (DOCL) is a podcast series co-hosted by the Indiana Bond Bank and the Indiana State Treasurer’s Office whose goal is to bring awareness to issues relating to cybersecurity and to provide solutions, resources and ideas for Hoosier local governments. Co-Hosts • Indiana Treasurer of State Kelly Mitchell • Mark Wuellner, IBB Executive Director Recurring Co-Host: • Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology and the Indiana Department of Homeland Security In this latest episode of DOCL the group is joined by Indiana Department of Revenue Commissioner Bob Grennes who gives us all the details on IDOR’s work in cybersecurity, fraud prevention and their 4 year systems modernization project!

The Indiana Bond Bank presents a special Women’s History Month edition of the Indiana Bondcast, a podcast series brought to you by the IBB. This episode offers incredible insights from guests Indiana Treasurer of State Kelly Mitchell, Indiana Lt. Governor Suzanne Crouch, and Chetrice Mosley-Romero, Cyber Security Program Director at the Indiana Office of Technology and Indiana Department of Homeland Security. Please join us as these inspiring guests tell their story as leaders in state government and beyond.

Indiana Bond Bank Executive Director Mark Wuellner is joined by special guest speakers, Author Graham Honaker and Jerry Logan co-authors of the forthcoming “The Cinderella Strategy”. Coming out later in March, it’s about how Butler University and “The Butler Way” turned success in basketball into a national brand, and how the university then used this to grow in every way, on and off the court. On this podcast, Graham and Jerry will share how leaders of any organization, at any level, can learn from The Butler Way.

Episode 7 welcomes back re-curing co-host Chetrice Mosley-Romero, Cybersecurity Program Director for the Indiana Office of Technology and the Indiana Department of Homeland Security and first-time guest Mitchell Parker, IU Health Chief Information Security Officer . In this episode, the team covers topics including how COVID-19 impacts health systems, identifying information technology resources during COVID-19, and COVID-19 cyber scams.

Days of our Cyber Lives is a podcast series co-hosted by the Indiana Bond Bank and the Indiana State Treasurer’s Office whose goal is to bring awareness to issues relating to cybersecurity and to provide solutions, resources and ideas for Hoosier local governments. Co-Hosts • Indiana Treasurer of State Kelly Mitchell • Mark Wuellner, IBB Executive Director Episode 6 welcomes guest Hemant Jain, Chief Information Security Officer (CISO) at the State of Indiana. In this episode, the team covers topics such as learning from recent breaches, the State of Indiana’s Information Security Officer as a Service (ISOaaS) pilot program, and the state’s vision and strategy for combatting cyber security issues in 2021. Links to referenced materials in the podcast can be found here: • CIS Controls - https://www.cisecurity.org/controls/ - The top 20 can be downloaded from here. • MS-ISAC - https://www.cisecurity.org/ms-isac/ - If you are a SLTT you should join. It’s free and information is timely and valuable not to mention access to their tools and discounts. • CISA - https://www.cisa.gov/ - Cybersecurity & Infrastructure Security Agency • SBA CyberSecurity - https://www.sba.gov/business-guide/manage-your-business/stay-safe-cybersecurity-threats - SBA resources for small business owners. • Indiana Cyber Hub - https://www.in.gov/cybersecurity/ - Watch this space for more updates in the future.

Days of our Cyber Lives is a podcast series co-hosted by the Indiana Bond Bank and the Indiana State Treasurer’s Office whose goal is to bring awareness to issues relating to cybersecurity and to provide solutions, resources and ideas for Hoosier local governments. Co-Hosts • Indiana Treasurer of State Kelly Mitchell • Mark Wuellner, IBB Executive Director Episode 5 welcomes guest, Tracy Barnes, Chief Information Officer at the State of Indiana as the group discusses various cybersecurity topics affecting local government including COVID-19’s impact on cyber security, the FireEye Breach on 12/8, The Reporting Bureaucracy and IN-ISAC, and upcoming proposed legislation for cybersecurity. C

Days Of Our Cyber Lives- Scary Cyber Tales From Local Governments - Audio by Indiana Bond Bank IBB

Days Of Our Cyber Lives- Resources For School Communities With IDOE - Audio by Indiana Bond Bank IBB

The first in a series of podcasts guiding local Indiana governments through the challenges of cyber security from the state perspective.

Kristen Schunk Moreland joins us to talk about her role in facilitating the development of Indiana Bond Bank’s 3 Year Strategic plan and what techniques and tactics to use when developing a strategic plan.

Assistant Secretary Dr. John Fleming, MD of the US Department of the Commerce, and the head of the Economic Development Administration, joins us to talk about the different economic development grant programs that are available in Indiana and how the administration’s funding is compatible with communities located in Opportunity Zones. Assistant Secretary Dr. John Fleming, MD of the US Department of the Commerce, and the head of the Economic Development Administration, joins us to talk about the different economic development grant programs that are available in Indiana and how the administration’s funding is compatible with communities located in Opportunity Zones.

Terri Randall and Mike Perleberg discuss Dearborn County's most recent housing study and how it is shaping their strategic priorities.

On this edition of the Indiana Bondcast, Assistant Secretary Dr. John Fleming of the US Department of the Commerce, and the head of the Economic Development Administration, joins us to talk about the different economic development grant programs that are available in Indiana and how the administration’s funding is compatible with communities located in Opportunity Zones. Next, Kristen Schunk Moreland (17:54) joins us to talk about her role in facilitating the development of Indiana Bond Bank’s 3 Year Strategic plan and what techniques and tactics to use when developing a strategic plan. Finally, as a new segment we are highlighting different communities that we visit while we are out on the road and give them an opportunity to plug a new initiative they have in their community. From our Southwest Indiana Bond Bank on the Road, OneDearborn talks about (29:36), their most recent housing study done in Dearborn County and how it is shaping their planning processes.

Hear from 3 of FFC2019's innovators for the behind the scenes experiences of participating in our inaugural event!

Information on Social Impact Guarantees and the Pay for Success Model. Guests include Peggy Welch, Family and Social Services Administration, Michael Cwidak-Kusbach, Amplify Civic Advisors, and Samantha Spergel, Indiana Housing and Community Development Authority.

Part 2 of our Podcast on Opportunity Zones: The Community Perspective. Guests include City of Gary Mayor, Karen Freeman-Wilson, City of Gary Director of Commerce, Carla Henderson, and Rush County Economic & Community Development Corporation Executive Director, John McCane. Subjects include reaction to the designation, marketing opportunity zones, what kind of businesses to invest in etc.

New podcast packed with guests including Bradley Bingham and Bruce Donaldson of Barnes and Thornburg and Rachel McIntosh of LISC Indianapolis (20:42) to discuss Opportunity Zone regulations, important dates, qualifying capital gains, new market tax credits, TIF, the Opportunity Investment Consortium and much more!

Indiana Bondcast 1.1 by Indiana Bond Bank IBB