Berens & Tate Consulting Group

PROFESSIONALS


CHRIS BERENS, President

Manages all services performed by the Consulting Group. Chris participates in client discussions, reviews calculations and reports, and provides technical expertise. Since 1991, Chris has served hundreds of public sector entities throughout the country. His work has encompassed thousands of bond issues totaling tens of billions of dollars. He holds a Certified Public Accountant's Certificate and is an associate member of the National Association of Bond Lawyers (“NABL”). Prior to joining the Consulting Group he was the Public Sector Industry Director for the Nebraska/Iowa practice of an international accounting firm.

JEFF KOSTAL, Manager

Supervises the day-to-day delivery of the tax-exempt bond services. He reviews detail computations, assists in complex analyses, and manages the timely delivery of all reports. Jeff has been with the Consulting Group since 2000 and has worked in the arbitrage rebate field since 1992. In addition, he has a broad municipal finance background including continuing disclosure, special financing districts, budgeting, and forecasting. Jeff is also an associate member of NABL. Prior to joining the Consulting Group he was a Manager for the Arbitrage Rebate Services Practice of an international accounting firm.

KATHY FERRAZZO, Analyst

She has been an analyst for the Consulting Group since 1997. Kathy has a wealth of experience in performing rebate calculations and escrow verification reports. She has worked on all types of issuers, including state & local governments, health care providers, colleges and universities, public power and utilities, secondary education, and not-for-profits.

FRED RIESER, Analyst

He has been an analyst for the Consulting Group since 2005. Fred has prepared thousands of arbitrage rebate calculations and escrow verification reports. He has significant experience in performing complex analyses related to transferred proceeds, parity fund allocations, and variable rate bond yield calculations.

© 2013 Berens-Tate Consulting Group. All rights reserved.