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Intro Public-Private Partnership (P3) Finance Course
September 28-29, 2016
Daily: 12-5pm Eastern

CDFA Kentucky Conference
Lexington, KY
October 4, 2016

CDFA Georgia Webinar: Utilizing Community Improvement Districts in the Peach State
October 6. 2016
1:00 - 2:30 pm Eastern

CDFA Michigan Conference
Grand Rapids, MI
October 6, 2016

CDFA Maryland Conference
Baltimore, MD
October 11, 2016

CDFA Washington Conference
Seattle, WA
October 11, 2016

Intro Rural Finance WebCourse
October 12-13, 2016
Daily: 12-5pm Eastern

CDFA Arizona Conference
Phoenix, AZ
October 13, 2016

CDFA Virginia Conference
Richmond, VA
October 18, 2016

CDFA // BNY Mellon Webcast Series: Immigrant & Refugee Financing Strategies
October 18, 2016
1:00 pm Eastern

CDFA Louisiana Conference
New Orleans, LA
November 1, 2016

CDFA's 30th National Development Finance Summit
New Orleans, LA
November 2-4, 2016

Intro Food Systems Finance Course
November 2, 2016
New Orleans, LA

Intro Property Assessed Clean Energy (PACE) Finance Course
November 2, 2016
New Orleans, LA

CDFA California Conference
Los Angeles, CA
November 15, 2016

CDFA // BNY Mellon Webcast Series: Post-Election Development Finance Landscape
November 15, 2016
1:00 pm Eastern

CDFA Oregon Conference
Portland, OR
November 17, 2016

CDFA // BNY Mellon Webcast Series: Capturing the Success of High Performing DFA's
December 13, 2016
1:00 pm Eastern

Intro Brownfields Finance WebCourse
December 14-15, 2016
Daily: 12-5pm Eastern

Intro Energy & Water Finance Course
OverviewAgendaLocationRegistration
Annual Roundtable Sponsor
Hawkins Delafield & Wood LLP New Jersey Economic Development Authority Stradley Ronon
Conference Premium Sponsor
NW Financial Group, LLC
Conference Supporting Sponsor
ThinkForward Financial, LLC
Overview

Energy development & water finance are the fastest growing areas of development finance nationwide. From new production facilities and renewable energy source development to the retrofitting and renovation of existing infrastructure to support efficient energy & water projects, this finance has become a driving force in the economic development community.

CDFA’s Intro Energy & Water Finance Course explores the wide range of tools available for financing energy & water 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 & Water 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.

Day two of the Intro Energy & Water Finance Course will focus on financing water infrastructure development. Because water financing has become one of the critical financing needs in the development finance industry, speakers will explore programs and resources available through the federal government to support water infrastructure 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 and water financing industries
  • Learn about the application of state and federal finance programs for energy and water infrastructure
  • Interact with leading development 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 for energy and water development
You will learn through:

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

  • Energy and water industry overviews
  • Legal and regulatory considerations
  • Understanding various financing programs for EE/RE and water sustainability initiatives
  • Tax-exempt and taxable bonds for energy and water development
  • Loan programs
  • Tax credits and other incentive programs supporting energy and water infrastructure
  • Innovative approaches and case studies
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

8:30 – 9:00 am EasternWelcome & Overview

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

9:00 – 10:00 amFraming the Energy & Water Infrastructure Financing Landscape

Investments in clean energy and water infrastructure projects are growing rapidly, and the need for sustainable financing solutions becomes more important every day. From new production facilities and renewable energy source development to the retrofitting and renovation of existing buildings and systems, energy and water finance has become a driving force in the economic development community. This session will provide a basic overview of the energy and water industries from technical and financial experts and outline the agenda for Day 1 focused on energy and Day 2 focused on water.

10:00 – 11:00 amUnlocking the Development Finance Toolbox for Energy & Water Projects

This session will set the stage for attendees to build their core knowledge base of the roots and basic principles of development finance. Attendees will also learn about the fundamentals and concepts of building a comprehensive financing strategy to address energy and water projects. 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.

11:00 – 11:15 amBreak

11:15 – 12:15 pmDay 1 – Energy Finance: Legal, 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.

12:15 – 2:15 pmWorking Lunch
Day 1 – Energy Finance: 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.

2:30 – 3:30 pmDay 1 – Energy Finance: Loans & Tax Credit Programs

Energy-related loan funds of all sizes and federal/state tax credits are available to promote continued investment in energy infrastructure and projects. A variety of different approaches are taken to support energy development with these tools, from local funds to support energy efficiency upgrades to large state funds that support commercial and industrial energy development. In addition, both the federal and state governments have established tax credits to drive energy development. During this session, loan fund and tax credit finance experts will discuss these programs and how they are implemented.

3:30 - 4:30 pmDay 1 – Energy Finance: Property 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.

4:30 pmAdjourn & Cocktail Reception

DAY TWO

9:00 – 9:30 amRevisiting Day 1 & Setting Stage for Day 2

At the start of the second day of the Intro Energy & Water Finance Course, we will review discussion topics from the first day, set the stage for the remaining sessions, and consider important implications in water financing.

9:30 – 10:15 amDay 2 – Water Finance: Legal, Policy & Regulatory Considerations

Water infrastructure development has become one of the critical financing needs in the development finance industry. Increased pressure and demand on systems, coupled with the aging existing infrastructure is putting major stress on the available resources for financing water projects. During this session, counsel and industry representatives will examine the legal, policy, and regulatory hurdles facing water development, and provide initial input into addressing these challenges.

10:15 – 10:30 amBreak

10:30 – 11:30 amDay 2 – Water Finance: State Revolving Loan Fund (SRF) Programs

Every state operates a state revolving loan fund (SRF) program supported by funding from the U.S. Environmental Protection Agency. These funds are a major catalyst for supporting water projects. During this session, attendees will learn about SRFs and how to access this important source of capital.

10:30 am – 1:30 pmWorking Lunch
Day 2 – Water Finance: Bonds – Feasibly, Structuring & Sale

Bond financing plays a major role in the development of water systems. This session will explore the various bond financing options available to state and local development agencies in supporting water development. Included in this discussion will be market analysis, project development and the legal steps necessary for using bonds to finance water infrastructure.

1:30 – 2:30 pmDay 2 – Water Finance: Public Private Partnerships (P3) to Support Water Infrastructure

P3s have become an increasingly popular way to fund water development. Numerous structures and approaches are being used to support this movement. During this session, attendees will examine the P3 water financing landscape to determine if these models are right for their community.

2:30 – 3:30 pmDay 2 – Water Finance: Federal Water Financing Solutions

The U.S. Department of Agriculture and U.S. Environmental Protection Agency provide myriad programming for funding and financing water infrastructure. From planning and environmental assessment to clean-up and project funding, these programs offer significant financial resources for moving water infrastructure forward in your community. During this session, representatives from the federal agencies will be on hand to provide insight into the federal funding solutions for water development.

3:30 pmAdjourn
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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.

    Early-Bird RegistrationStandard Registration
    Member$145.00$195.00
    Non-Member$195.00$245.00
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