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CDFA Upcoming Events

Intro Incentives WebCourse
June 15-16, 2016
Daily: 12-5pm Eastern

CDFA Georgia Conference
Atlanta, GA
June 16, 2016

CDFA // BNY Mellon Webcast Series: Locavesting: Revolutionizing Local Investment
June 21, 2016
1:00 pm Eastern

CDFA Oklahoma/Kansas Conference
Oklahoma City, OK
June 22, 2016

CDFA Online Brownfields Project Marketplace
June 22-24, 2016
Sessions Available Daily

CDFA Pennsylvania Conference
Harrisburg, PA
June 22, 2016

CDFA // BNY Mellon Webcast Series: 501(c)3 Nonprofit Financing – Healthcare, Education, Tribal & Community Facilities in the Crosshairs
July 19, 2016
1:00 pm Eastern

CDFA Summer School
Baltimore, MD
August 8-12, 2016

Fundamentals of Economic Development Finance Course
August 8, 2016
Baltimore, MD

Advanced Tax Increment Finance Course
August 9-10, 2016
Baltimore, MD

Intro Bond Finance Course
August 9-10, 2016
Baltimore, MD

Advanced Bond Finance Course
August 11-12, 2016
Baltimore, MD

Intro Tax Credit Finance Course
August 11-12, 2016
Baltimore, MD

CDFA // BNY Mellon Webcast Series: Manufacturing Finance: Bonds & Tax Increment Supporting the Industrial Renaissance
August 16, 2016
1:00 pm Eastern

CDFA Wisconsin Conference
Milwaukee, WI
August 30, 2016

CDFA New York/New Jersey Conference
New York, NY
September 13-14, 2016

Intro Public-Private Partnership (P3) Finance Course
September 14-15, 2016
Daily: 12-5pm Eastern

CDFA // BNY Mellon Webcast Series: Retail as Economy: The Math Behind Financing Retail Development
September 20, 2016
1:00 pm Eastern

CDFA Ohio Conference
Columbus, OH
September 21, 2016

CDFA Kentucky Conference
Lexington, KY
October 4, 2016

CDFA Michigan Conference
Grand Rapids, MI
October 6, 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's 30th National Development Finance Summit
New Orleans, LA
November 1-4, 2016

CDFA Louisiana Conference
New Orleans, LA
November 1, 2016

CDFA California Conference
Los Angeles, CA
November 15, 2016

CDFA Oregon Conference
Portland, OR
November 17, 2016

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

Fundamentals of Economic Development Finance Course
OverviewAgendaLocationRegistration
Alaska Industrial Development and Export Authority Baker Tilly Virchow Krause Ballard Spahr LLP Bank of America, Merrill Lynch BNY Mellon Bricker & Eckler LLP Bryan Cave LLP Business Oregon CohnReznick FBT Project Finance Advisors LLC 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
Apply for a scholarship

The Fundamentals of Economic Development Finance Course is the foundation for all of CDFA’s educational offerings. This course will help you understand the variety of development finance tools available, from bonds, tax credits and TIF, to federal financing programs, RLFs, and access to capital lending resources.

The Fundamentals Course is based on CDFA's Practitioner's Guide to Economic Development Finance, the only comprehensive reference guide dedicated to building and utilizing the development finance toolbox. The Practitioner’s Guide provides the insight and practical information needed to critically understand how economic development is financed and the tools, strategies and techniques used to build strong communities.

The Fundamentals Course is a part of CDFA Summer School, which is a week long series of courses presented by the CDFA Training Institute. Held this August, CDFA Summer School will offer courses in the fundamentals of economic development finance, bonds, tax increment finance, tax credits, food systems finance, and energy finance.

These courses qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Complete three courses and you will fulfill half of the requirement for the DFCP Program. Start down the road to personal and professional advancement today.

Participants may register for one, two, or three courses during CDFA Summer School. Click on the course names below to learn more about the specific topics and agendas:

CDFA Summer School: Course Schedule

Monday
August 8, 2016
Tuesday & Wednesday
August 9-10, 2016
Thursday & Friday
August 11-12, 2016
    By attending, you will:
    • Learn the fundamentals of development finance
    • Interact with leading development finance professionals from around the country
    • Discuss best practices and case studies that can be implemented in your community
    • Gain a greater understanding of the diversity of development finance tools
    • Establish a foundation for attending future in-depth financing courses
    • Receive a copy of the Practitioner's Guide to Economic Development Finance
    You will learn through:

    • Lecture
    • Real life case studies
    • Presentations from industry experts
    • A comprehensive resource guide
    Topics covered include:

    • Understanding development finance
    • The financing spectrum
    • Building the development finance toolbox
    • Bedrock tools: bonds and the basics of public finance
    • Targeted tools: tax increment and special district financing
    • Investment tools: tax credits, seed and venture capital
    • Access to capital lending tools: revolving loan and mezzanine funds, loan guarantee and microenterprise programs
    • Support tools: federal, state, incentive and grants programs
    • Implementing the toolbox approach
    • Trends in development finance
    • Development finance challenges and policy considerations
    Who should attend?

    • Bond Issuers
    • Economic Development Professionals
    • Community Development Professionals
    • Broker/Dealers and Underwriters
    • Elected Officials
    • Government and Nonprofit Finance Officers
    • Attorneys
    • Accountants
    • Financial Advisors
    • Policy Makers
    Course Advisor:

    Toby Rittner serves as the Course Advisor for the Fundamentals of Economic Development Finance Course. 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, research, resources and networking 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, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of 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.

    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.

    Mr. Rittner was previously served on 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

    7:30 - 8:30 am EasternRegistration & Continental Breakfast

    8:30 - 9:00 amWelcome & Introductions

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

    9:00 - 10:00 amUnderstanding Development Finance & the Toolbox

    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.

    10:00 - 10:15 amBreak

    10:15 - 12:00 pmBedrock Tools

    Bonds are the bedrock of development finance and are the cornerstone of most development finance projects. This session will address the basics of bond finance including the various types of bonds, what they can finance, how they are issued and important legal elements to be considered.

    12:00 - 1:30 pmLunch, Targeted Tools

    Targeted financing programs are the most popular form of development finance. Attendees will learn the basics of several financing tools including tax increment financing, special improvement districts/business improvement districts, special assessment districts, and tax abatements as well as how they can be used to meet economic development goals and objectives.

    Lunch will be served during this session.

    1:30 - 2:30 pmInvestment Tools

    In this session, attendees will learn about the investment tools available for catalyzing job growth, real estate development, community revitalization and entrepreneurial development. Presentations will cover several highly successful federal tax credit programs and how to effectively apply these programs to development opportunities. Speakers will also address the use of EB-5 Financing, which encourages foreign investment in job-creating U.S. economic development projects in return for a U.S. green card.

    2:30 - 2:45 pmBreak

    2:45 - 3:30 pmAccess to Capital Lending Tools

    Important components in any development finance toolbox are tools that address access to capital concerns such as revolving loan funds, mezzanine finance, credit enhancement models, linked deposit programs, and loan guarantee programs. Furthermore, the use of innovation finance mechanisms such as seed, venture and angel funds for encouraging local growth will be discussed by the speakers in this session.

    3:30 - 4:00 pmFederal Support Tools

    The last session of the Fundamentals Course will demonstrate the power of federal support tools and present the multitude of programs that exist within the various federal agencies. Attendees will learn about these programs and how to effectively apply them to development opportunities.

    4:00 - 5:00 pmImplementing the Development Finance Toolbox

    Development finance agencies throughout the country are implementing the toolbox approach. This final session of the course will focus on case study examples of successful agencies utilizing the toolbox model and strategies for putting the toolbox in place at your agency.

    5:00 pmAdjourn & Cocktail Reception
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      Location

      CDFA Summer School will be held at the Renaissance Baltimore Harborplace Hotel. Steps away from the city's storied waterfront, this hotel is at the center of downtown Baltimore's most exciting district.

      Renaissance Baltimore Harborplace Hotel
      202 East Pratt Street
      Baltimore, MD 21202
      Phone: 410-547-1200

      >>>Reserve Your Room

      CDFA has arranged a significantly reduced room rate of $189.00 (plus tax) per night for a standard room (single or double occupancy). A select number of hotel rooms are available from August 7-12, 2016 at the reduced rate if reservations are made before July 23, 2016. This rate is not guaranteed if reservations are made after the cut-off date or if the hotel is sold-out. Please reserve your room early. For individual reservations call 410-547-1200 and reference CDFA Summer School.

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      Registration

      The Fundamentals of Economic Development Finance Course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

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

      Register before July 8, 2016 for the Early-Bird Rates.

      Participants can register for one, two or three courses throughout the week. When you register for three courses during CDFA Summer School, you will receive a $200 discount off the total registration fee.

      Early-Bird RegistrationStandard Registration
      Member$350.00$400.00
      Non-Member$500.00$550.00

      Register Today!
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