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Areas of Practice
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Representative Experience
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Professional Background
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Professional/Civic Activities
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Speaking Engagements
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Bar Admissions
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Education
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Achievements
Areas of Practice
Ann Sherman is the administrative partner of the firm's Portland office and serves on the firm management committee for K&L Gates. She serves as bond counsel, underwriter's counsel, and letter of credit bank counsel on state and local government financings, tribal offerings, health care issues and housing obligations.
A substantial portion of Ann's practice is devoted to general obligation, revenue, refunding, tax anticipation and certificates of participation financings. She represents the majority of school and special districts in the state of Oregon and is bond counsel to the Special Districts Association of Oregon’s pooled FlexLease and FlexTRAN programs and the Oregon School Boards Association's pooled tax anticipation note program, lease program and pension bond program. Ann is lead counsel to Multnomah, Marion, Jackson, Linn, Polk and Tillamook counties and to many cities throughout Oregon. She has been active in shaping public finance legislation and is a frequent writer and speaker on tax–exempt financing.
Ann has extensive experience in housing finance as bond counsel to the City of Portland housing revenue bond program and numerous state and tribal housing authorities. She is a leader in the combined use of tax–exempt bonds and tax credits to finance affordable housing. Ann routinely represents lenders, underwriters and placement agents in complex housing rehabilitation and acquisition projects in the Pacific Northwest and California. She also works closely with USDA representatives to finance housing, infrastructure projects and cultural facilities for rural communities and tribes.
Representative Experience
- State of Oregon Housing and Community Services Department, $14,595,000 Housing Development Revenue Bonds (Pearl Family Housing Project), 2009 Series B-1 (Underwriter’s Counsel)
- Three Rivers/Josephine County School District, $2,000,000 Qualified Zone Academy Bond, dated September 24, 2009
- Dayton School District No. 8, Oregon, $2,200,000 Series 2009A General Obligation Bonds (Bank Qualified); $9,000,000 Series 2009B General Obligation Bonds (Taxable) (Build America Bonds – Direct Payment)
- Portland Community College District, Oregon $200,000,000 General Obligation Bonds, Series 2009
- Klamath Community College District , Oregon, $4,150,000 Full Faith and Credit Obligations, Series 2009
- Tualatin Valley Fire and Rescue District, Oregon $14,000,000 General Obligation Bonds, Series 2009
- Salem-Keizer School District No. 24J, Oregon $63,535,000 Series 2009A General Obligation Bonds (Current Interest Bonds); $115,180,186.90 Series 2009B General Obligation Bonds (Deferred Interest Bonds)
- City of Portland, $46,395,000 Oregon Economic Development Revenue Refunding Bonds (Broadway Project), Series 2008A (Tax-Exempt), and $2,495,000 City of Portland, Oregon Economic Development Revenue Refunding Bonds (Broadway Project), Series 2008B (Federally Taxable)
- Lane Community College District, Oregon, $5,000,000 Tax and Revenue Anticipation Note, Series 2008
- Port of Newport, Lincoln County, Oregon $5,000,000 General Obligation Bonds, Series 2008
- Salem-Keizer School District No. 24J, Oregon, $21,575,000 General Obligation Refunding Bonds, Series 2008
- Linn-Benton Community College District, Linn and Benton Counties, Oregon$3,500,000 Full Faith and Credit Obligations, Series 2008
- Oregon School Boards Association, $8,220,000 Tax and Revenue Anticipation Notes, Series 2007A
- Administrative School District No. 1 (Bend-LaPine), $119,000,000 General Obligation Bonds, Series 2007
- McMinnville School District No. 40, $62,000,000 General Obligation Bonds, Series 2007
- Port of Morrow, Oregon, $11,850,000 Revenue Refunding Bonds, Series 2007
- County of Multnomah, $30,000,000 Tax and Revenue Anticipation Notes, Series 2007
- Jackson County, Oregon, $19,955,000 Airport Revenue Bonds, Series 2007A and 2007B
- Beaverton School District, $150,000,000 General Obligation Bonds, Series 2007
- Sherwood School District No. 88J, $98,000,000 General Obligation Bonds, Series 2007 A & B
- Oregon School Boards Association, $468,524,000 Limited Tax Pension Obligations, Series 2005
- Oregon School Boards Association, $467,820,000 Limited Tax Pension Obligations, Series 2004
- Oregon Community College Districts, $96,710,000 Limited Tax Pension Obligations, Series 2004
Professional Background
- K&L Gates (Partner), 2003-2007
- Ater Wynne LLP (Associate and Partner), 1990-2003
- Davis Wright Tremaine (Associate), 1988-1990
- Oregon Department of Justice, Law Clerk, 1986 to 1988
- University of Kansas, Associate Professor, 1980 to 1985
- Institute for Research on Educational Finance and Governance, Stanford University, 1976 to 1978
Professional/Civic Activities
- American Bar Association, Vice Chair, Public Finance Committee of the Urban, State and Local Government Law Section
- Oregon State Bar, Government Law and Indian Law Sections
- National Association of Bond Lawyers
- Oregon School Boards Association
- Oregon Association of School Business Officials (Board member 2009 – present)
- Oregon Municipal Finance Officers Association (Board Member 2007 – 2009)
- Special Districts Association of Oregon
- National American Indian Housing Council
Speaking Engagements
- “Financing Energy Efficiency Projects – Case Studies,” Oregon Municipal Finance Officers Association, Northwest Government Finance Institute, 2009
- “Bonding Provisions of the American Recovery and Reinvestment Act,” Oregon School Boards Association, 2009
- “Nuts and Bolts of Local Options and Other Non-General Obligation Bond Financings,” Bonds, Ballots & Buildings, 2009
- “Nuts and Bolts of General Obligation Bonds,” Bonds, Ballots & Buildings, 2009
- “Economic Development for Small Cities: The Role of Finance Professionals,” Oregon Municipal Finance Officers Association, 2009
- “Bonds 101,” Oregon Municipal Finance Officers Association, Northwest Government Finance Institute, 2008
- “Update on Market Conditions,” Oregon Municipal Finance Officers Association, 2008
- “2007 Oregon Session Legislative Review,” Oregon Municipal Finance Officers Association, Northwest Government Finance Institute, 2008
- “Bonds and Ballots,” Oregon School Boards Association, annually, 1998-2009
- “‘Hot Topics in Bond Law,” Oregon Municipal Finance Officers Association/Oregon Association of County Treasurers Annual Spring Conference, 2006
- “Continuing Disclosures and Internal Controls,” Oregon Municipal Finance Officers Association Regional Trainings, 2005
- “Life After Bond Closing,” Special Districts Association of Oregon Annual Conference, 2005
- “PERS Financing Update,” and “Bonds 101,” Northwest Government Finance Institute, 2005
- “Bonds 101: Finance Options for Capital Projects,” Oregon Association of Water Utilities Annual Conference, 2005
- “Mergers and Acquisitions,” Association of Oregon Counties 99th Annual Conference, 2004
- “Maximum Indebtedness – What does it Mean,” Association of Oregon Redevelopment Agencies, 2004
- “Legal Issues Relevant to Derivative Products,” Oregon Association of County Treasurers and Finance Officers Fall Conference, 2004
- “Bonds 101,” Northwest Government Finance Institute, Fall Conference, 2004
- “Tribal Uniform Commercial Codes,” The Affiliated Tribes of Northwest Indians Economic Development Corporation and Native American Entrepreneurs Network, October 2003
- “Economic Tools for Sustainable Brownfield Redevelopment,” U.S.-German Bilateral Working Group – Public Finance Tools, November 2002
- “The Use of Tax-Exempt Bonds to Finance Housing Projects in Indian Country,” National American Indian Housing Council, annually, 1998-2004
- Editor, Idaho School Bond Manual, Idaho School Board Association, October 2005
- Editor, Oregon School Bond Manual, Oregon School Boards Association, Ninth Edition, June 2004
Bar Admissions
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Bar of Idaho
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Bar of Oregon
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Bar of Washington
Education
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J.D.,
Lewis and Clark College Northwestern School of Law
(1988)
magna cum laude
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Ph.D.,
Stanford University
(1980)
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B.F.A.,
University of Illinois
(1975)
Achievements
Ann has been listed in every edition of Best Lawyers in America® since 2007.
2009 Recipient of Oregon Municipal Finance Officers Association Outstanding Contribution to Public Finance Award.
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