Technical Assistance

CDFA - PFM Capital Markets Webinar Series
November 28, January 10, February 7, March 14, April 16, May 7
Monthly: 2:00 - 3:30 PM Eastern


CDFA has partnered with Public Financial Management (PFM) to host a six-part webinar series on current events and latest trends in the capital markets. The CDFA – PFM Capital Markets Webinar Series will offer in-depth, market-driven discussions about bond financing in the United States and will provide insights about structuring techniques, regulatory matters, strategies for ongoing monitoring and continuing disclosure, and predictions for the future of the capital markets.

The Webinar Series will feature the industry’s top leaders discussing case studies, challenges, opportunities and critical issues in today’s capital markets. Topics covered include bond market insights, understanding the regulatory environment, refunding and structuring strategies, effects of tax reform, and tips for engaging municipal advisors. Participants are encouraged to bring their questions and financing challenges related to bonds and the capital markets. Webinars will be recorded and made available to all registered participants.


Wednesday, November 28, 2018

Wed 2:00 PM - 3:30 PM
The Capital Markets Today
Understanding market forces at play in the capital markets is essential to successfully operating a bond financing program. Whether you issue one bond a year or hundreds in multiple categories, it’s important to follow the conversation among economists and analysts as they evaluate monetary policy, changes in the capital markets, and movements in stock market indices. What about that flattening yield curve? And will tariffs affect the markets? This webinar will share insights on today’s capital market, including insight and the role rating agencies play in the capital market.

Thursday, January 10, 2019

Thu 2:00 PM - 3:30 PM
Effects of the Tax Cuts and Jobs Act One Year Later
The Tax Cuts and Jobs Act of 2017 was enacted one year ago this month, and we’ll spend some time looking back what we’ve learned in that time. Our panel will explore the preservation of Private Activity Bonds, changes in the corporate tax rate and its effects, evaluate volume and the types of bonds most often used, and consider the effects of the elimination of advance refundings. We’ll discuss options that issuers have for more flexible redemption options and strategies that have emerged to work around the absence of refundings. This webinar will feature the pros and cons and the questions that still remain twelve months into the new tax law.

Thursday, February 7, 2019

Thu 2:00 PM - 3:30 PM
Regulatory Landscape with MSRB and SEC Framework
Under the recent amendments to rule 15c2-12 adopted by the SEC, municipal bond issuers and obligated persons will soon see additions to their continuing disclosure undertakings. Issuers and borrowers will be required to report two new material events likely beginning sometime in the first quarter of 2019. This session will discuss the recent amendments and how to prepare. We’ll also hear from the main regulatory bodies for bond financing in the capital markets with insights and reminders about how to remain compliant in all areas.

Thursday, March 14, 2019

Thu 2:00 PM - 3:30 PM
Financing for Climate Resilience
The effects of climate change are widespread and varied. Many communities are suffering from more frequent violent storms, severe droughts, and massive forest fires. As climate change becomes an ever-pressing challenge, cities and rural areas are looking to fortify their development and infrastructure in more resilient ways. Climate resilience requires substantial upfront investment and generates benefits over decades, making bond financing an attractive financing option. This session will discuss how cities are addressing the challenges of climate change and the types of bond and financing structures being used to build more resilient communities.
  • Eric Espino, Senior Managing Consultant, Public Financial Management
  • Heather Green, Capital Planning Director and Deputy Resilience Officer

Tuesday, April 16, 2019

Tue 2:00 PM - 3:30 PM
Emerging Technology and the Capital Markets
Technology is changing the capital markets through debt management technology and advanced market data analysis. These technologies have the capacity to change the issuance of bonds forever. Such technologies will enable bond issuers to strategically connect with investors with bonds and manage ongoing obligations. This session will focus on how technological advances will affect the bond markets.
  • Bethany Pugh, Managing Director, Public Financial Management

Tuesday, May 7, 2019

Tue 2:00 PM - 3:30 PM
What Your Bond Finance Team Worries About
The final webinar in the CDFA – PFM Capital Markets Webinar Series will feature insider conversations about what keeps your bond finance team up at night. If you could attend one of their staff meetings, you might hear debates about how an issuer should budget financials based on anticipated fees or how many different financing tools can you leverage into one deal. This interview style discussion will feature a round robin of advisors divulging the capital markets trends they’re following.
  • Bethany Pugh, Managing Director, Public Financial Management


The CDFA – PFM Capital Markets Webinar Series will take place on the web through GoToWebinar, an online distance learning software. Six webinars will be offered once per month from November 2018 to May 2019. Webinars will be held from 2:00 - 3:30 pm (Eastern). You must have access to a computer and phone to attend the webinars.


Registration for the CDFA – PFM Capital Markets Webinar Series is free for CDFA members and for non-members.

To register for the CDFA – PFM Capital Markets Webinar Series, click on the Register button below.
Standard Rates
CDFA Member: $0
Non-Member: $0