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CDFA Upcoming Events

CDFA // BNY Mellon Webcast Series: Muni Bond Market: Continued Strength or Volatility? An Outlook on 2016
February 16, 2016
1:00 pm (EST)

Energy Investment Partnerships Webinar Series
February 23, March 22, April 26, May 19, 2016
1:00 pm Eastern

Intro Bond Finance WebCourse
February 24-25, 2016
Daily: 12-5pm (EST)

Intro EB-5 Finance WebCourse
March 23-24, 2016
Daily: 12-5pm (EDT)

CDFA Missouri Conference
Kansas City, MO
April 20, 2016

CDFA Brownfields Financing Webinar Series: Reaching your Redevelopment Goals with Brownfields Revolving Loan Funds
April 21, 2016
2-3:30pm (EST)

CDFA Brownfields Project Marketplace
May 4, 2016
3-5pm (EST)

CDFA Florida Conference
Tampa, FL
May 4 - 5, 2016

CDFA Colorado Conference
Denver, CO
May 18, 2016

CDFA Illinois Conference
Chicago, IL
May 19, 2016

Intro Revolving Loan Fund WebCourse
May 23-24, 2016
Daily: 12-5pm (EDT)

Seed & Venture Capital Finance WebCourse
May 25-26, 2016
Daily: 12-5pm (EDT)

CDFA Georgia Conference
Atlanta, GA
June 16, 2016

CDFA's 30th National Development Finance Summit
New Orleans, LA
November 1-4, 2016

Intro Energy Finance WebCourse
OverviewAgendaLocationRegistration
Alaska Industrial Development and Export Authority Ballard Spahr LLP Bank of America, Merrill Lynch BNY Mellon Bricker & Eckler LLP Bryan Cave LLP Business Oregon CohnReznick Frost Brown Todd, LLC Hawkins Delafield & Wood LLP Ice Miller LLP KeyBanc Capital Markets Kutak Rock LLP MB Financial Bank, NA McGuireWoods LLP NW Financial Group, LLC Seyfarth Shaw LLP Squire Patton Boggs Stern Brothers & Co. Stifel Nicolaus S.B. Friedman & Company U.S. Bank Wells Fargo Securities
Z. The Bond Buyer
Overview

Energy development is the fastest growing area of development finance nationwide. From new production facilities and renewable energy source development to the retrofitting and renovation of existing buildings to support energy efficiency, energy finance has become a driving force in the economic development community.

CDFA’s Intro Energy Finance Course explores the wide range of tools available for financing energy projects, including bonds, tax credits, revolving loan funds, grant programs, and more. This course will cover how new energy production/generation, energy efficiency, retrofitting and support programs are used throughout the country to encourage investment in large and small projects alike.

The Intro Energy Finance Course begins with an overview of the complex energy development industry and introduces attendees to the terminology and technology driving this movement. We’ll then examine the entire spectrum of energy financing solutions from bonds to revolving loan funds and innovative incentive programs available to businesses, home owners, development professionals, investors, and government entities. This course will also explore programs and resources available through the federal government to support energy development. This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address energy development challenges.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

By attending, you will:
  • Gain knowledge and insight into the complex energy development industry
  • Learn about the application of state and federal energy finance programs
  • Interact with leading energy development and finance professionals from around the country
  • Review best practices and case studies that can be implemented in your community
  • Gain a greater understanding of the partnership opportunities in the energy development industry
You will learn through:

  • Lecture
  • Real life case studies
  • Presentations from industry experts
Topics covered include:

  • Energy development industry overview
  • Legal and regulatory considerations
  • Property Assessed Clean Energy (PACE)
  • Understanding various financing programs for EE/RE initiatives
  • Tax-exempt and taxable bonds for energy development
  • Loan programs
  • Tax credits and other incentive programs supporting energy development
  • Innovative energy development financings
Who should attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Broker, dealers and underwriters
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
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Agenda
The following is the preliminary agenda for this course. This agenda will be updated and modified slightly to accommodate speakers and content. However, the main areas of content as outlined in this agenda will be covered.

DAY ONE

12:00 – 12:30 pm (EDT)Welcome & Overview

Welcome participants, introduce CDFA, and set the stage for the course.

12:30 – 1:30 pm Understanding Energy Development

Energy development is the fastest growing area of development finance nationwide. From new production facilities and renewable energy source development to the retrofitting and renovation of existing buildings to support energy efficiency, energy finance has become a driving force in the economic development community. This session will provide a basic overview of the energy development industry from technical and financial experts.

1:30 – 2:15 pmLegal, Policy & Regulatory Considerations

Energy development, both generation and production, is governed by a complex set of legal, policy, and regulatory requirements. These requirements can pose serious challenges to both the physical and financial viability of a project. During this session, counsel and industry representatives will examine the legal, policy, and regulatory hurdles, and provide initial input into how these challenges can be mitigated.

2:15 – 2:30 pmBreak

2:30 – 3:30 pmAssessing the Appropriate Development Financing Tool for Energy Development

From larger production and generation facilities and new technology ventures to small scale residential and retrofitting projects, the possibilities for energy development projects are endless. During this session, industry experts will outline potential scenarios available to communities looking to explore EE/RE initiatives. The goal of this session is to consider the variety of financing mechanisms available to project developers and provide context for the remaining sessions of the course as we look at implementing specific tools.


3:30 – 5:00 pm Bonds – Tax-Exempt and Taxable

Bond financing is the bedrock of public finance and has heavily influenced energy development throughout the country. This session will explore the various bond financing options available to state and local development agencies in supporting energy development. Included in this discussion are Qualified Energy Conservation Bonds (QECBs) and Exempt Facility Bonds, as well as traditional tax-exempt and taxable bond financing mechanisms.

5:00 pm Adjourn

DAY TWO

12:00 – 12:15 pmRevisiting Day 1

At the start of the second day of the Intro Energy Finance WebCourse, we will review some important terms and set the stage for the remaining sessions.

12:15 – 2:00 pm Loan Programs

Energy-related loan funds of all sizes are used across the country to promote continued investment in energy infrastructure and projects. A variety of different approaches are taken to support energy development with this tool, from local funds to support energy efficiency upgrades to large state funds that support commercial and industrial energy development. During this session, loan fund experts will discuss the types of funds that exist and how they are implemented.

2:00 – 2:15 pmBreak

2:15 – 3:15 pmEquity, Tax Credit & Incentive Programs

Incentives and tax credits are powerful tools being used to develop today’s new energy infrastructure. From both the federal and state perspective, these tools are encouraging industry investment and project development. This session will explore a variety of incentive and tax credit programs that can make a difference in project completion.

3:15 – 5:00 pmProperty Assessed Clean Energy (PACE) Financing

Property Assessed Clean Energy (PACE) financing is taking hold across the country through several innovative programs. Designed to support the expansion of energy efficiency installations in industrial, commercial, and residential buildings, PACE programs incentivize reduction in energy usage by paying for up-front improvements through assessments on property tax bills over time. This session will explain the basic concepts of PACE and highlight some creative programs.

5:00 pm Adjourn
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    Location

    Check back for upcoming course dates or email CDFA to find out when this course will next be offered.

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    Registration

    This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

    CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate your connection and access to GoToWebinar. CDFA offers group discounts for organizations that wish to register multiple people.

    Early-Bird RegistrationStandard Registration
    Member$550.00$600.00
    Non-Member$675.00$725.00
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