2013 CDFA Michigan Financing Roundtable Conference
CDFA Michigan Financing Roundtable

2013 CDFA Michigan Financing Roundtable Conference

--Maximizing Economic Development, Minimizing Risk in the Great Lakes State--

December 12, 2013
East Lansing, Michigan



CDFA would like to thank the following organizations for sponsoring the 2013 Michigan Financing Roundtable Conference.

Annual Roundtable Sponsor

BNY Mellon
Michigan Saves

Conference Premium Sponsor

Foster Swift Collins & Smith

For information about sponsoring the CDFA Michigan Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement or contact CDFA.

Overview

Join the CDFA Michigan Financing Roundtable this December 12, for our annual conference focused on "Maximizing Economic Development, Minimizing Risk in the Great Lakes State". This one-day conference will feature a number of economic development finance experts and leaders from around the state discussing new development finance tools, resources, authorities, and approaches and how these methods can move Michigan’s economy forward. Topics to be discussed include job creation, access to capital, redevelopment, infrastructure, reinvestment, federal funding and much more.

The conference will take place at the Kellogg Hotel & Conference Center located on the Michigan State University campus in East Lansing and is attended by dozens of the state's finest development finance leaders. Register today to reserve your spot.


Agenda

The following is the preliminary agenda scheduled for this conference. The main areas of content outlined below will be covered, but modifications may be made to accommodate speakers and timing. Check this page regularly for confirmed agenda and other updates.

8:30 am Registration Opens

9:00 – 9:45 am Welcoming Remarks & Understanding Development Risk and Reward

The CDFA Michigan Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. In light of recent economic hardships faced by many Michigan communities, it is imperative that the development finance industry understands the associated risks, reward, credit and potential pitfalls involving project financing today. During the opening session, industry leaders will provide a frank and honest perspective on the development risk and reward landscape in Michigan.

Speaker:

Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

9:45 – 10:45 am The Bond Landscape Perspective

Tax-exempt bonds are the bedrock of public finance. They have been used to help build thousands of public and private projects, including roads, bridges, sewers, dams, city halls, schools, hospitals, libraries, and low-income housing. The State of Michigan possesses some of the most sophisticated and effective bond financing programs of any state in the nation. During this session, speakers will explore bond financing case examples which have proven to be effective tools in addressing critical infrastructure needs, supporting community development, and driving business and industry investment.

Speakers:

Jack Brusewitz
Senior Vice President, Public Finance Banker
Hilliard Lyons

John Kamins
Shareholder
Foster, Swift, Collins & Smith, P.C.

10:45 – 11:00 am Networking Break

11:00 am – 12:00 pm Strategies for Revitalization & Redevelopment

In the wake of an economic downturn, many communities are left with sites, projects, districts, or entire urban cores requiring redevelopment and revitalization. As a solution to these challenges, tools such as Tax Increment Financing, Special Assessment Districts, and Brownfield Remediation have emerged as strategies to concentrate development opportunities into targeted locations. Within this session, presenters will discuss their experiences using these powerful finance mechanisms to catalyze public improvements that spur private investment.

Speakers:

Anne Jamieson
Senior Project Manager
AKT Peerless

Kara Wood
Economic Development Director
City of Grand Rapids

12:00 – 1:15 pm Lunch with Keynote Speaker

Speaker:

Rick Laber
President
Develop Michigan, Inc.

1:15 – 2:15 pm P3: A Key Infrastructure Financing Model

As more states, municipalities, universities, and companies, face tough budget decisions, Public-Private Partnership (P3) models are being used to provide creative solutions to finance vital development projects, including real estate developments, schools, parking garages, public transit, affordable housing, water facilities, and more. During this session, finance leaders will examine this emerging development finance model with a focus on how development finance agencies can adopt P3 principles to address a variety of projects.

Speakers:

David Lick
Shareholder
Foster, Swift, Collins & Smith, P.C.

Mary Templeton
Executive Director
Michigan Saves

2:15 – 2:30 pm Networking Break

2:30 – 3:30 pm Financing Innovation & Entrepreneurs

Michigan is a leader in supporting entrepreneurs and innovation industries. Never before have there been so many access to capital tools available to support new and emerging businesses. No matter if your need is covering start-up costs, financing current operations, training new employees, or expanding facilities, there is a financing method available to fit the needs of businesses and technology development in your community. In this session, representatives from these exciting new programs will use models and case studies to spread awareness of tools available to finance innovation and entrepreneurs.

Speakers:

Dr. Brian Abraham
Executive Director
Spartan Innovations

Greg Nicholas
Origination
Great Lakes Capital Fund

Skip Simms
Senior Vice President
Ann Arbor SPARK

3:30 – 4:30 pm Maximizing the Federal Funding Toolbox

Whether you are working in an urban, suburban, or rural area of the state, the federal government has hundreds of finance resources available to assist with your project. Join us as representatives from several federal agencies describe the tools and programs which are available to support community and economic development efforts in the state of Michigan.

Speakers:

Louis Berra
Director
U.S. Department of Housing and Urban Development

Allen Cook
Assistant District Director for Lender Relations
U.S. Small Business Administration

James Turner
State Director
U.S. Department of Agriculture

4:30 pm Resources for Supporting Development Finance & Closing Remarks

There are hundreds of finance resources in the development finance toolbox, yet economic developers continue to rely on a select few. As we wrap up the 2013 CDFA Michigan Financing Roundtable Conference, attendees will get a brief overview of the resources, tools, strategies and opportunities for supporting development finance in the Great Lakes State.

Speaker:

Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies


Location

The 2013 CDFA Michigan Financing Roundtable Conference will take place at the Kellogg Hotel & Conference Center at Michigan State University.

Kellogg Hotel & Conference Center at Michigan State University
219 South Harrison Road
East Lansing, MI, 48823
Phone: 517-432-4000

Directions
From Detroit:
Take I-96 West to US-127 (exit 106) North to Trowbridge Rd exit East to Harrison Rd. Turn left on Harrison Rd. Hotel is approximately one mile on the right.

From Grand Rapids:
Take I-96 East to I-496 (exit 95) East to Trowbridge Rd. Exit East to Harrison Rd. Turn left on Harrison Rd. Hotel is approximately one mile on the right.

From Flint:
Take I-69 West to US-127 (exit 89) South to Trowbridge Rd. Go East on Trowbrdige Rd. Turn left on Harrison Rd. Hotel is approximately one mile on the right.

From Kalamazoo:
Take I-94 East to I-69 North, to I-496 East. Exit East on Trowbridge Rd. Turn left on Harrison Rd. Hotel is approximately one mile on the right.

From St. Johns:
Take US-27 South to US-127 South. Exit East on Trowbridge Rd. Turn left on Harrison Rd. Hotel is approximately one mile on the right

Parking
Parking is available at the Kellogg Hotel & Conference Center at a rate of $8 per day.


Registration

Registration rates vary depending on whether you are a CDFA member or non-member.

CDFA Member: $50
Non-Member: $75