Technical Assistance

Intro Tax Increment Finance Course
August 6-7. 2020
Philadelphia, PA


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The Intro Tax Increment Finance Course offers an in-depth look at the guiding principles and appropriate application of TIF. This course brings TIF deal-making and best practices into focus through a two-day program targeting the entire TIF community including economic developers, public agency representatives, bond issuers, legal professionals, developers, financial advisors, and other stakeholders. 

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Participants may register for one, two, or three courses during CDFA Summer School. Complete three courses, and attendees fulfill half of the requirements for the DFCP Program. Join us in Detroit, and start down the road to personal and professional advancement today.

The schedule for CDFA Summer School is outlined below. Click on the course name to learn more about the topic and agenda:

CDFA Summer School: Course Schedule

August 3, 2020
Tuesday & Wednesday
August 4-5, 2020
Thursday & Friday
August 6-7, 2020


Course Objectives

  • Learn the building blocks of TIF and essential best practice principles
  • Dissect TIF deals from start to finish including community buy-in, redevelopment planning, bond issuance and post-project monitoring
  • Understand TIF bond issuance and mechanics
  • Examine project- and district-based TIF approaches
  • Explore the benefits of using special districts, credits and overlays
  • Receive a copy of the Tax Increment Finance Best Practices Reference Guide

Topics Covered

  • The basics of TIF
  • How to create a TIF
  • Typical improvements
  • Site-specific vs. district-wide approaches
  • Addressing community buy-in
  • Financing variations
  • Credits and overlays
  • Case studies

Who Should Attend?

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

Course Advisor

Darnell Moses Darnell Moses
Council of Development Finance Agencies
Vice President
As Vice President of Development Finance with CDFA, Mr. Moses works within all facets of CDFA. His expertise enhances the work in Research and Technical Assistance, including working on CDFA Publications; Government Affairs including participating... (More)


Thursday, August 6, 2020

Thu 8:00 AM - 8:30 AM
Breakfast & Registration
Thu 8:30 AM - 9:00 AM
Welcome & Overview
Welcome participants, introduce CDFA, and set the stage for the course.
Thu 9:00 AM - 10:00 AM
Setting the Stage: The Basics of TIF
TIF is perennially one of the nation’s most effective and popular development finance tools, but also one of its most misunderstood and controversial. As such, it is imperative for development finance professionals to have a solid understanding of how TIF works to build a successful toolbox of financing programs. This session will focus on understanding what TIF is and why communities use it to achieve economic development objectives.
Thu 10:00 AM - 10:15 AM
Thu 10:15 AM - 12:00 PM
TIF Legal & Procedural Nuts & Bolts
Creating a TIF district, whether for a larger long-term redevelopment of an area or for an individual site/project, requires an understanding of the legal, technical, policy, and strategic issues related to TIF in your state along with careful attention to detail. This session will look at the legal and procedural nuts and bolts of creating a TIF along with the main types of development activities that TIF can fund and district vs. site-specific considerations. This session will also cover the similar considerations associated with setting up a special assessment district—a related tool that is increasingly being used in combination with TIF.
Thu 12:00 PM - 1:30 PM
Lunch on Your Own
Thu 3:30 PM - 4:30 PM
The Most Overlooked TIF Element: Addressing Buy-in and Public Policy
TIF is designed to be an instrument that facilitates physical and economic improvements that combat blight and disinvestment and support community revitalization. As a taxpayer funded tool that impacts the local development landscape, TIF use requires community input and political support—aspects that are among the most critical to a TIF program’s success but all-too-often overlooked. This session explains how cities engage and incorporate input from citizens, business owners, school districts, and neighboring or overlapping jurisdictions as they design and administer TIF programs.
Thu 5:00 PM

Friday, August 7, 2020

Fri 8:00 AM - 8:30 AM
Breakfast & Registration
Fri 8:30 AM - 8:45 AM
Revisiting Day 1
Fri 8:45 AM - 10:00 AM
The Basics of TIF Underwriting and Deal-Making
Underwriting and structuring are critical elements of any TIF transaction, with significant effects on the project’s chances of success or failure. Due to TIF’s role as a public financing source, the underwriting process can also become heavily intertwined with public decision-making about TIF projects. The panelists will provide an introduction to the three main components of TIF underwriting: market analysis, TIF revenue projections, and financial feasibility/”gap” analysis. They will also discuss core elements of a TIF deal, including term sheets, deal components, and development agreements.
Fri 10:00 AM - 10:15 AM
Fri 10:15 AM - 12:00 PM
Understanding TIF Bond Financing
This session will focus on one of the core methods by which TIF revenue streams are monetized to fund project costs: bonding. The panelists will discuss the process and mechanics associated with these bonds, and the various considerations that go into when and how to bond. The panelists will also discuss changing market dynamics for TIF bonds, and the key characteristics that make a TIF bond marketable.
Fri 12:00 PM - 1:30 PM
Lunch on Your Own
Fri 1:30 PM - 3:30 PM
Combining & Leveraging TIF with Other Tools
During this session, participants will learn how TIF can be paired with other complementary financing mechanisms to solve difficult gap financing challenges and improve project feasibility in today’s challenging development climate. Across the country, communities are reinforcing TIF districts with special assessments and combining TIF with tax credits, tax-exempt bonds, subordinate loan programs, and other federal tools such as HUD 108. During this session, participants will learn about these creative ways to use TIF and how they can facilitate successful financing of high-impact revitalization projects.
Fri 3:30 PM


CDFA Summer School will be held at the Hilton Philadelphia at Penn's Landing which is located in Philadelphia's historic downtown.

Hilton Philadelphia at Penn's Landing
201 South Christopher Columbus Blvd.
Philadelphia, PA 19106
Phone: 215-521-6500

>>>Reserve Your Room Now!

CDFA has arranged a significantly reduced room rate of $199.00 (plus tax) per night for a standard room (single or double occupancy). A select number of hotel rooms are available from August 2-6, 2020 at the reduced rate if reservations are made before July 13, 2020. 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 click on the link above or call 215-521-6500 and reference CDFA Summer School.


This course will be offered at CDFA Summer School. CDFA Summer School is a week long series of courses presented by the CDFA Training Institute. Participants may register for one, two, or three courses during CDFA Summer School.

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

Register before July 10, 2020 for Early-Bird Rates.

When you register for three courses during CDFA Summer School, you will receive a $200 discount off the total registration fee.

Click the Register button to view the total fees and discounts available for CDFA Summer School.

Early Bird Rates
(Ends July 10)
CDFA Member: $350
Non-Member: $500
Standard Rates
(After July 10)
CDFA Member: $400
Non-Member: $550


CDFA National Sponsors

  • Alaska Industrial Development and Export Authority
  • Baker Tilly Virchow Krause
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McCarter & English, LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • Petros PACE Finance
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
Become a Sponsor