Willdan Financial Services is a leading provider of arbitrage rebate and continuing disclosure reporting. Our rebate practice was established shortly after the passage of the Tax Reform Act of 1986,
and we rapidly became an innovator with our use of interactive technology and plain-language reporting. Our disclosure practice began in 1995 with the arrival of Rule 15c2-12, and ever since then we have
been at the forefront of industry-wide efforts to improve the quality and content of municipal securities information.
Our team has the financial skills and regulatory knowledge needed to provide comprehensive post-issuance compliance. We emphasize continuing education for both staff and clients.
We also maintain active memberships in several industry associations, including: the National Association of Bond Lawyers (NABL), the Government Finance Officers Association (GFOA),
the National Federation of Municipal Analysts (NFMA) and the Municipal Securities Rulemaking Board (MSRB).
Willdan works directly with municipal bond issuers to file complete, accurate, and timely information as required by the bond documents. Our efforts complement agency procedures with up-to-date
regulatory awareness, enhanced methodology, and legal support.
Willdan has spent years investing in customized technology that addresses the needs of our clients. Our "Compliance Management System" is a failsafe tool our clients use to monitor
compliance reporting and upcoming computation dates. This unique system gives issuers an online platform from which to download completed reports and demonstrate compliance—without having to invest in their own technology.
Why Select Willdan?
At Willdan we believe it is our responsibility to bring you new ideas, save you money, and help you plan for the future. Our corporate philosophy is based on teamwork. Internally with our operating
divisions and externally with our clients, we deliver the expertise where it is needed.
Willdan is commited to the communities we serve. We frequently volunteer our time and resources at education seminars and nationally recognized conferences on the topic of regulatory compliance,
particularly arbitrage rebate and continuing disclosure.