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SWS Texas Team Teaches Youth about the Bond-Buying Process

Keith Richard, Senior Managing Director & Head of Texas Region, Nicole Conley, Managing Director, and Oscar Ortiz, Vice President, along with representatives from Post Oak Municipal Advisors, led an interactive learning experience at Westfield High School on the bond-buying process related to Spring ISD’s 2022 Bond program. Read more below!


As Spring ISD secures first $300 million in bond funding, business pathway students get a lesson in municipal finance


A select group of Westfield High School juniors and seniors enrolled in business pathways had the opportunity on Thursday to get an in-depth lesson on the bond-buying process related to Spring ISD’s 2022 Bond program.


Representatives from Post Oak Municipal Advisors, the district’s financial advisory firm, along with underwriters from investment banking and financial services firm Siebert Williams Shank & Co. were on hand at the Westfield campus to lead an interactive learning experience.


Spring ISD Chief Financial Officer Ann Westbrooks welcomed the students, introducing them to the guest presenters and to members of Spring ISD’s own finance team, whose work is vital to the daily operation of the district and its schools.


“I’ve heard that pretty much everyone in this class is on the business pathway,” Westbrooks said, “so I consider you my people. Business is our world, that’s what we do.”


For the students enrolled in business management courses that are part of the district’s Career and Technical Education (CTE) offerings, the event provided a window into the complex world of bond issuance and municipal finance, while also giving them a glimpse into potential careers in finance and accounting.


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The district is grateful to all the facilitators who visited Westfield and helped make the event possible:

  • Terrell Palmer, President – Post Oak Municipal Advisors

  • Francine Stefan, Executive Vice President – Post Oak Municipal Advisors

  • Chris Parker, Vice President – Post Oak Municipal Advisors

  • Keith Richard, Senior Managing Director – Siebert Williams Shank & Co.

  • Oscar Ortiz, Vice President – Siebert Williams Shank & Co.

  • Nicole Conley, Managing Director – Siebert Williams Shank & Co.


Read full article here.

Spring ISD News Blog

March 6, 2023


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