Jesse Nelson is a principal with Baker Tilly Municipal Advisors, LLC. He serves as an independent municipal advisor to Michigan school districts, cities, counties, townships, villages and authorities. Jesse provides clients with options and recommendations that allow them to accomplish their capital improvement and financial goals.
Registered to offer municipal advisory services through Baker Tilly Municipal Advisors, LLC.
- Creation of financial plan including long-term multiple bond series planning, bus/technology funding alternatives and bond millage rate calculations
- Develops efficient financial strategies for school districts participating in the School Loan Revolving Fund
- Completion of required financial plan for Michigan School Bond Qualification and Loan Program application
- Prepares Frequently Asked Questions (“FAQs”), presentations and bond millage calculators to help community members easily understand the financial plan
- Provides bond sale alternatives, bond pricing strategies and current market data in order to identify the best bond sale method for each school district
- Preparation of bond offering and closing documents, including official statement, Michigan Department of Treasury filings and bond closing letters
- Assistance with energy conservation bond issues, bond structure and method of sale alternatives
- Provides estimates regarding fiscal year general fund cash flow receipts and disbursements in order to identify potential low week ending cash balances and assist with state aid note borrowing
- Annual existing bond support including millage rate calculations for the L-4029 form, continuing disclosure, and School Loan Revolving Fund borrowing/repayment forms
- Guest speaker at regional superintendent and school business official meetings completing presentations on various capital funding topics
- Has testified as expert witness in the area of K-12 school bond finance before the Michigan legislature
- Design of long-term capital improvement financing plans including government buildings, libraries, roads and utility improvements
- Preparation and sale of various forms of bond financings including general obligation, water/sewer revenue, special assessment districts, etc.
- Completion of water/sewer rate studies and rate structure recommendations
- Annual existing bond support including millage rate calculations for the L-4029 form and continuing disclosure reporting
- American Association of Certified Public Accountants
- Michigan Government Finance Officers Association
- Bond Club of Detroit
- Michigan Association of School Business Officials
Disclosure
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LLP, a tax and advisory firm. Baker Tilly Advisory Group, LP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.
