CDFA Short Courses: PACE, Commercial Real Estate Finance, Financing Manufacturers, and Crowdfunding
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 Patton Boggs Stern Brothers & Co. Stifel Nicolaus S.B. Friedman & Company U.S. Bank Wells Fargo Securities
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Overview
This March 6-7, join CDFA in Washington, DC as we advance development finance knowledge, networks and innovation through four unique Short Courses focused on cutting-edge and trending development finance topics. These Short Courses are part of the CDFA Training Institute’s professional development process to explore new ideas and content for potential courses offered in the Development Finance Certified Professional (DFCP) Program.

Each Short Course is three and half hours and focuses on a new financing technique or specific field of growing interest in the development finance industry. A dedicated panel of industry experts will lead each Short Course with concentrated presentations and discussions aimed at teaching fundamental principles and exploring how development finance organizations can adopt programming in these trending areas.

The following topics will be the focus of this year's Short Courses:
  • Property Assessed Clean Energy (PACE)
  • Commercial Real Estate Finance
  • Financing Manufacturers
  • Crowdfunding
Short Courses are aimed at providing a quick and informative overview of these trending development finance topics. Participants are invited to attend one, two, three, or all four CDFA Short Courses. Discounts are available for those attending all four - buy three, get the fourth for free. Short Courses are priced affordably to fit every budget and promote the sharing of ideas among the development finance industry.

Learn more about each of the Short Courses, including programming, speakers, dates and times below.

If you attend all four Short Courses, you will receive credit for one course through 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:

  • Learn about trending topics in development finance
  • Develop a greater understanding of new financing techniques
  • Interact with forward-thinking development finance professionals from around the country
  • Network with leading experts in cutting-edge development finance fields
  • Broaden your professional development
  • Participate in the creation of future CDFA Training Institute courses
You will learn through:

  • Presentations from industry experts
  • Panel discussions
  • Interactive group discussions
Topics covered include:

  • PACE: creating and managing a PACE program; financing models; legislative and regulatory considerations; example programs from different states
  • Commercial Real Estate Finance: what is the market for commercial real estate; trends by property types (hotel, retail, office, industrial, etc.); financing new build vs. redevelopment; refinancing options; feasibility analyses
  • Financing Manufacturers: federal programs (EDA, DOE, etc.); bond financing options; state and local incentive programs; innovative financing approaches
  • Crowdfunding: what is crowdfunding and how does it work for development finance organizations; regulatory matters; potential program configurations; case studies
Who should attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Commercial bankers and underwriters
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Accountants
  • Financial advisors
  • Elected officials
  • Policy makers
Course Advisor:

Each Short Course will be lead by an experienced practitioner in the given topic and feature a dedicated panel of industry experts with concentrated presentations and discussions aimed at teaching fundamental principles and exploring how development finance organizations can adopt programming in these trending areas.

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Agenda
CDFA is offering the following four Short Courses this year:


DAY ONE

8:30 am – 12:00 pmProperty Assessed Clean Energy (PACE)

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 up-front improvements through assessments on property tax bills over time. This Short Course will explore the PACE model, how to develop a program in your community, explain the financing process, and outline important regulations and management structures.

Speakers

Ben Healey
Senior Manager, Clean Energy Finance
Clean Energy Finance and Investment Authority

Abigail Johnson
President
Abacus Property Solutions

Michael Karlosky
Senior Vice President
Figtree Financing

Cliff Staton
Executive Vice President
Renewable Funding


1:30 – 5:00 pmCommercial Real Estate Finance

Economic development thrives when businesses thrive, and a successful business needs a reliable place to operate. Understanding how to support the development needs of bricks and mortar offices, retail, industrial, hotels, and other commercial properties is an important component of business financing. During this Short Course, commercial real estate professionals will showcase trends in financing properties of this nature, market forces that affect new builds, refinancing, and selling, and how commercial real estate is fairing across different U.S. regions.

Speakers

Timothy Flanagan
Executive Director
Washington Area Community Investment Fund

David Kessler
Partner, Commercial Real Estate Industry National Director
CohnReznick LLP

Anita Morrison
Principal
Partners for Economic Solutions

Rick Rosenberg
Managing Principal
Development Planning & Financing Group, Inc.


DAY TWO

8:30 am – 12:00 pmFinancing Manufacturers

Manufacturers are reemerging as one of the country’s greatest economic opportunities. They are growing, investing, returning to the United States, and looking for access to capital. Some tried and true development finance programs still meet the needs of manufacturers, but many more new programs are being developed to support advanced manufacturers and minority and women-owned businesses. This Short Course will present new concepts in financing manufacturers and consider the role that development finance plays in boosting this important economic engine.

Speakers

Neal Elliott
Associate Director for Research
American Council of an Energy-Efficient Economic (ACEEE)

Michael Graff
Partner
McGuire Woods LLP

John Wooten
Director, Head of Municipal Placements
Wells Fargo Securities

1:30 – 5:00 pmCrowdfunding

Crowdfunding combines the small investments from several individuals to help support small businesses, and it has been successful in some start-up ventures. Yet, the long-term viability of crowdfunding and whether this new funding method can be applied to other areas of business development is still uncertain. How might the crowdfunding model work as a development finance program? During this Short Course, our expert panel will explain the crowdfunding concept and discuss why this is a growing area of interest for business financing. Topics covered include crowdfunding 101, SEC regulatory oversight, and innovative models being pursued across the country.

Speakers

Pravina Raghavan
Deputy Associate Administrator
Office of Investment and Innovation
U.S. Small Business Administration

Ben Healey
Senior Manager, Clean Energy Finance
Clean Energy Finance and Investment Authority

Heather Lopes
Chief Strategy Officer
EarlyShares

Georgia Quinn
Attorney
Seyfarth Shaw LLP
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Location

The CDFA Short Courses will take place at the DoubleTree Washington, DC, in the heart of Washington, DC near Dupont Circle and just a few blocks north of the White House. CDFA has negotiated a significantly reduced nightly room rate of $199 for attendees. To reserve a room, contact the DoubleTree Washington DC at (202) 232-7000. The reduced room rate is guaranteed until February 19, 2014, as long as rooms are available. After this date, neither CDFA nor the hotel can guarantee this rate. Please reserve your room early.

The hotel is located at:

DoubleTree Washington DC
1515 Rhode Island Avenue NW
Washington, DC 20005
Phone: (202) 232-7000

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Registration

Participants are invited to attend one, two, three, or all four CDFA Short Courses. Discounts are available for those attending all four - buy three, get the fourth for free. Short Courses are priced affordably to fit every budget and promote the sharing of ideas among the development finance industry.

If you attend all four Short Courses, you will receive credit for one course through the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

CDFA Members: $55 for each course; $165 for all four

Non-Members: $75 for each course; $225 for all four


Register Today!

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