UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. For more information visit umb.com/corporatetrust.

Alexis Platis is a senior underwriter in BAM’s Eastern Regional Group. She joined BAM in 2012 from Assured Guaranty, where she was an assistant vice president in public finance, and began her career in the municipal bond insurance industry at CIFG. She is a graduate of Vassar College and earned a Master’s Degree in Public Administration from New York University.

Josh Phillips is Managing Director and Head of Public Finance Trading at Truist, where he has oversight of the public finance trading and competitive underwriting. Previously he worked at Hilltop Securities and Wells Fargo 

Josh is a 2002 graduate of Hampden Sydney College and is a board member for Gift of the Adoption Carolinas. 

Jim Ziglar is a Principal at Rebel, where focuses on advising federal, state, and local government and private sector entities on the funding, financing, procurement, and operation of infrastructure assets. He has over 30 years of experience in US municipal finance, project finance, and strategic consulting as a financial advisor, investment banker, derivatives marketer, and management consultant. His experience includes Public-Private Partnerships (P3), project financings, municipal financings, project prioritization, benefit-cost analysis, and long-term funding analysis, particularly in the social infrastructure (government facilities), transportation, energy, and water sectors. Recently, he has worked on P3 and innovative finance projects for Miami-Dade County, FL, Volusia County, FL, Clackamas County, OR, Baltimore, MD. In addition, he is leading the team supporting the Washington State Department of Transportation in standing up its P3 program.

Ross N. Jones, CPA, is Chief Financial Officer of the Jacksonville Aviation Authority. He joined the JAA in 2016, previously serving in the role of Director of Finance. He was promoted to Chief Financial Officer in October 2020. He has more than 20 years of airport industry and financial experience.

Mesa Power Solutions is a vertically integrated power generation company that designs, manufactures, installs, and services modular natural‑gas generation and microgrid solutions, delivering fast‑deployable, reliable, utility‑grade power for commercial, industrial, data center and utility customers.

Expect more from a financial services partner

For more than a century, our organization has fueled the success of consumers, businesses and wealth clients alike. As part of an organization that spans the American Midwest and Southwest, we’re able to deliver the kind of insights and expertise you might not expect from someone so close to home. And, with our focus on building long-term relationships and commitment to investing in our communities, you can grow right along with us.

AI and emerging technologies are reshaping how governments operate — and the pace of change is only accelerating. In this breakfast briefing, DebtBook CEO Tyler Traudt leads a thoughtful exploration of what that means for public finance teams: the strategic shifts underway, the ethical questions worth asking, and the practical applications your organization can act on today.