Optimizing Capital Planning: Securing Reliable Data for Effective Funding and Management Webinar (CPIM Approved)

Joe has been involved in implementing energy conservation measures (ECMs) in public buildings since 2017.  he’s led the development and implementation efforts of over $25M in public facility ECMs.  Today, Joe uses his industry experience and knowledge to assist public entities (schools, cities, and counties) in the procurement and quality control/assurance of facility capital improvements.

Mr. Schall joined Bradley Payne Advisors September, 2021. Prior to joining Bradley Payne, Mr. Schall lead the creation and build out of the Shared Resource Center, a council of governments designed to help public entities in Ohio develop and meet their financial goals. Dan started in corporate communication and finance before serving as a school treasurer for 22 years.

Dan specializes in long term financial planning for the public sector delivering creative and collaborative approaches to resourcing public projects and building sustainable capital plans.

Mr. Schall is a Registered Municipal Advisor, registered with the Municipal Securities Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC). He currently holds a Series 50 license and is a licensed school Treasurer in the State of Ohio.

Mr. Schall received a Bachelor of Business Administration Degree from the University of Dayton with a concentration in Finance and a Masters in Business Administration from the Ohio State University.

Mr. Hoffman is a Professional Engineer with 40 years of experience working with facilities and their operational Life Cycle complications including Budgeting, Planning, Design, Energy-use, Occupant Comfort & Safety while properly understanding Energy Management and costs.