Intro Energy Finance WebCourse
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 Miles & Stockbridge P.C. Peckham Guyton Albers & Viets, Inc. Seyfarth Shaw LLP Squire Sanders Stern Brothers & Co. Stifel Nicolaus S.B. Friedman & Company U.S. Bank Wells Fargo Securities
OverviewAgendaLocationRegistration
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 WebCourse 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 WebCourse 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
Course Advisor:

Toby Rittner serves as the Course Advisor for this course providing expertise, leadership and direction for CDFA's Training Institute. Mr. Rittner runs the day-to-day operations of the Council of Development Finance Agencies (CDFA), which includes management of a 32 member Board of Directors, and the organization’s various educational, advocacy and research initiatives. Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured extensively in The Bond Buyer and other national media publications concerning the advancement of development finance tools. He is the author if CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and an adjunct faculty member at the Ohio State University teaching planning for sustainable economic development in the Knowlton School of Architecture.

Rittner is a Development Finance Certified Professional (DFCP) through CDFA and is a Certified Economic Development Finance Professional (EDFP) through the National Development Council (NDC). Rittner has also advised state and federal government leaders, including President Obama’s Administration Transition Team, on economic development finance policy and focus.

Prior to joining CDFA, Mr. Rittner was the Director of Legislative Affairs and former Director of Training for the International Economic Development Council (IEDC). Mr. Rittner has also worked for the Franklin County, Ohio Board of Commissioners, Community and Economic Development Department as a Senior Program Coordinator for Economic Development and as an Associate Planner for the City of Gahanna, Ohio.

In 2011, Mr. Rittner was appointed to the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board. He is a member of the Advisory Board for the National Community Fund I, LLC and is also a member of the Advisory Board for Heritage Ohio. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from the Ohio State University.


Return to the top
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 Welcome and Overview

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

12:30 – 1:45 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.

1:45– 2:30 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.

2:30 – 2:45 pmBreak

2:45 – 4:00 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.

4:00 – 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

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 – 1:45 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.

1:45 – 2:45 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.

2:45 – 3:00 pmBreak

3:00 – 4:00 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.

4:00 – 5:00 pm Innovative Projects & Program Examples

Throughout the course, several financing strategies have been examined to support renewable energy and energy efficiency projects. During the final session of the course, unique programs and projects will be presented to showcase creative financing approaches. Included in the discussion is energy leasing programs and on-bill financing, as well as other mechanisms and project examples to inspire new energy financing programs locally.

5:00 pm Adjourn
    Return to the top
    Location

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

    Return to the top
    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$550.00$600.00
    Non-Member$675.00$725.00
    Return to the top