DebtBook

“You’re living dangerously when you’re living in multiple spreadsheets and one person tweaks something without notifying someone else.” – Mike Sylvia, Finance Director and City Treasurer, City of Vista, CA Decentralized, spreadsheet-heavy processes slow down decision-making, increase errors, and make strategic planning almost impossible. Centralized platforms, like DebtBook, bring all your financial data into one place, boosting efficiency and freeing up time for the work that matters. 💡 Imagine giving your team 10% of their time back each year—what could they achieve with that extra bandwidth?  https://hubs.la/Q02WhMCS0 #TreasuryManagement #FinanceStrategy #DataCentralization

📣 We are excited to announce that the City of Cedar Rapids, Iowa has selected our Debt Management solution to modernize its debt data management, processes, and reporting. Check out our latest press release to learn how the team will be using DebtBook! https://hubs.la/Q02W7vWr0

Local governments may have until 2027 to comply with the Financial Data Transparency Act, but smart leaders are starting now. Our issue brief shows how municipalities are embracing new SEC data standards and positioning for success. What you’ll learn: 🔹 Key updates on the evolving #FDTA landscape 🔹 How early adopters are using technology for better reporting 🔹 Tips on engaging with the SEC’s public comment process Stay proactive. Stay informed. https://hubs.la/Q02VG1jT0

Managing construction accounts can be complex, but understanding the lifecycle from bond proceeds to rebates is important for financial success. In this blog, Martin Feinstein provides detailed insight on: 🔹 Maximizing returns on bond proceeds while maintaining compliance. 🔹 Aligning project drawdowns with investment returns to minimize risk. 🔹 Navigating the complexities of arbitrage rebates and tax compliance. Explore the full blog here: https://hubs.la/Q02Vl__t0 #ConstructionFinance #BondProceeds #ArbitrageRebates

When the University of North Carolina at Greensboro transitioned to DebtBook, they expected streamlined debt management and better reporting accuracy. What they didn’t expect? Discovering a major bank overcharge that had gone unnoticed for years! “DebtBook helped us transform a complex, unstable system into a streamlined, efficient process for managing our debt. Now, everything is centralized, accessible, and easy to navigate – even for new team members. Plus, DebtBook helped us discover a significant amount in overpaid bank fees.” — Ghazala Bibi, University Controller With DebtBook, UNCG now verifies every payment, transforming their debt management into a centralized, reliable process. Read the full story here: https://hubs.la/Q02Vhmcj0 #DebtManagement #CaseStudy #HigherEdFinance

Curious about how arbitrage yield is calculated in municipal bonds? Martin Feinstein breaks down the math behind bond statistics and explains why the yield constraint is crucial for compliance and avoiding penalties. If you’re involved in municipal financing, this is a must-read! https://hubs.la/Q02TC-_N0

We are excited to announce that the City of Greenwood, Ind. has selected our Debt, Lease, and Subscription Management solutions to modernize its data management and reporting and streamline GASB compliance. 👀 Check out our latest press release to learn how the team will be using DebtBook! https://hubs.la/Q02TpCRm0

🚨 Only one week left! Stay ahead of the curve on the FDTA! 🚨 Join us on Thursday, October 17 at 2:00 pm ET for a deep dive into the Financial Data Transparency Act (FDTA) and the impacts of the proposed joint rule issued this summer. Our expert panel, including Mark Funkhouser, David Stringfellow, Liz Sweeney, and Tyler Traudt, will share actionable insights to help local governments navigate the FDTA rollout and prepare for the upcoming changes. Plus, learn how modernizing financial transparency can unlock new opportunities for better fiscal management. Reserve your seat now! https://lnkd.in/eHgH79JC #FDTA #PublicFinance #GovernmentFinance #FinancialTransparency

You know that DebtBook is a single source of truth, but did you know that it also tracks all activity within the app? Dig into the true historical record of your debt portfolio by tracking and visualizing your granular refunding lineage. Learn more: https://lnkd.in/eZxU6Xyg #DebtBook #DebtManagement

Managing leases has never been more complex, but the right tools can make all the difference. Our latest blog explores the biggest challenges nonprofit, higher education, and healthcare organizations face, and how DebtBook’s new ASC 842 Lease Management solution can simplify compliance every step of the way. What you’ll learn: Reducing manual errors with centralized data 📋 Automating audit-ready reports 🚀 Making collaboration a breeze for your team 🔗 Ready to tackle ASC 842? Read more: https://hubs.la/Q02Sp_0R0 #ASC842 #LeaseCompliance #FASB