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CDFA Upcoming Events

Yale CEFF & CDFA Energy Finance Webinar Series
1:00pm - 2:00pm (EDT)
April 7, 2015

CDFA Missouri Conference
St. Louis, MO
April 15, 2015

CDFA Texas Conference
Austin, TX
April 23, 2015

Intro EB-5 Finance WebCourse
April 28-29, 2015
Daily: 12-5pm (EDT)

CDFA Colorado Conference
Steamboat Springs, CO
April 29, 2015

CDFA Illinois Conference
Chicago, IL
May 13, 2015

Intro Energy Finance Course
Columbus, OH
May 20-21, 2015

CDFA California Webcast: Creative Economic Development Financing
1:00pm - 2:00pm (EDT)
June 3, 2015

CDFA Georgia Conference
Atlanta, GA
June 4, 2015

Advanced Bond Finance WebCourse
Daily: 12-5pm (EDT)
June 10-11, 2015

CDFA Pennsylvania Conference
Harrisburg, PA
June 11, 2015

CDFA Florida Conference
Lake Buena Vista, FL
August 5-6, 2015

CDFA Summer School
St. Louis, MO
August 10-14, 2015

Fundamentals of Economic Development Finance Course
St. Louis, MO
August 10, 2015

Intro Public-Private Partnership (P3) Finance WebCourse
St. Louis, MO
August 11-12, 2015

Intro Tax Increment Finance Course
St. Louis, MO
August 11-12, 2015

Intro Bond Finance Course
St. Louis, MO
August 13-14, 2015

Intro Rural Finance Course
St. Louis, MO
August 13-14, 2015

CDFA Ohio Conference
Columbus, OH
September 1, 2015

CDFA Michigan Conference
Detroit, MI
October 7, 2015

CDFA Oregon Conference
Portland, OR
October 15, 2015

CDFA Kentucky Conference
Lexington, KY
October 22, 2015

CDFA California Conference
Sacramento, CA
November 19, 2015

Intro Energy Finance Course
OverviewAgendaLocationRegistration
Alaska Industrial Development and Export Authority 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 Peckham Guyton Albers & Viets, Inc. 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
Apply for a scholarship

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
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.


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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 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
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    Location

    The Intro Energy Finance Course will be held at the CDFA Rosenberg Leadership Center, a state-of-the-art conference center located within the CDFA offices. CDFA is headquartered in the heart of downtown Columbus, OH overlooking the state capitol building.

    Rosenberg Leadership Center
    100 E. Broad Street
    Suite 1200
    Columbus, OH 43215
    Phone: 614-705-1300

    Several nearby hotel accommodations are available, including:

    Within walking distance:
    Renaissance Columbus Downtown Hotel
    Sheraton Columbus Hotel at Capitol Square
    Residence Inn Columbus Downtown

    Nearby with public transportation:
    Drury Inn & Suites Convention Center
    Red Roof Plus+ Columbus Downtown - Convention Center
    Hilton Columbus Downtown
    Hampton Inn & Suites Columbus-Downtown
    The Westin Columbus

    For those arriving by car, several nearby public parking garages are available with either hourly or daily rates.

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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.

    Register before May 1, 2015 for Early-Bird Rates.

    Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program and submit your application today.

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

    Register Today!
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