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CDFA Ohio Conference
September 7, 2017
Columbus, OH


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Join the CDFA Ohio Financing Roundtable, in partnership with OEDA, for the ninth annual conference on September 7, 2017. This event will feature a number of economic development finance experts from around the state discussing development finance tools, authorities, resources and approaches, and how these can affect the Ohio economy going forward.

The conference will take place at The Blackwell Inn at Fisher College of Business, located on the campus of The Ohio State University and is supported by dozens of the state's finest development finance leaders. Register today to reserve your spot at the 2017 CDFA Ohio Financing Roundtable Conference.



2017 CDFA Ohio Financing Roundtable Agenda

Thursday September 07, 2017

Thu 08:30 AM - 09:00 AM
Registration Opens
Thu 09:00 AM - 09:30 AM
Welcoming Remarks
The CDFA Ohio Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the CDFA Ohio Financing Roundtable Conference, CDFA President & CEO Toby Rittner will deliver welcoming remarks.
  • Toby Rittner, President & CEO, Council of Development Finance Agencies
  • Thu 09:30 AM - 10:00 AM
    State Programs and Legislative Update
    This session will feature a discussion on the latest matters related to economic development in Ohio, along with a look at the variety of financing programs available from the state. Join us as we explore the economic development finance trends and opportunities for communities across the state.
  • Kristi Clouse, Executive Director of Operations, JobsOhio
  • Diana C. Rife, Revitalization Project Manager, JobsOhio
  • Joe Worboy, Senior Project Finance Manager, JobsOhio
  • Thu 10:00 AM - 10:45 AM
    Developing a Strategic Financing Plan
    Strategic planning for development finance agencies drives organizational alignment, provides a sense of direction, and outlines measurable goals. Actively engaging in the process helps to align a DFA’s financing capacity with the needs of a community and provides strategic direction for growth and development. This session will feature the Development Finance Authority of Summit County showcasing their new strategic plan, which was developed in coordination with CDFA.
  • Chris Burnham, President, Development Finance Authority of Summit County
  • Toby Rittner, President & CEO, Council of Development Finance Agencies
  • Thu 10:45 AM - 11:00 AM
    Networking Break
    Thu 11:00 AM - 11:45 AM
    Concurrent Session A: Multi-Phase Projects in Ohio
    While some development finance projects in Ohio are completed simply and quickly, many projects require a longer timeline. These complex, largescale projects often require a creative financing approach in order to reach completion. During this session, we will explore various case studies from around the state that are executed through multiple financing stages over a number of years.
  • Gregory Daniels, Partner, Squire Patton Boggs
  • Speaker(s)
  • Todd Castellini, Vice President of Public Finance, Greater Cincinnati Redevelopment Authority
  • Darin Hall, Executive Vice President, Greater Cincinnati Redevelopment Authority
  • Irene MacDougall, Partner, Walter Haverfield LLP
  • Justin Markey, Partner, Roetzel & Andress, LPA
  • Thu 11:00 AM - 11:45 AM
    Concurrent Session B: When a Deal Goes Bad
    At the Ohio Roundtable, we often focus on the successful projects around the state, but not every deal works out. So, what happens when a deal goes bad? During this session, experienced practitioners will discuss how to pursue remedies and minimize losses when a deal falls apart.
  • Caleb Bell, Partner, Bricker & Eckler LLP
  • Martin Russell, Deputy County Administrator, Warren County Port Authority
  • Paul Toth, President & Chief Executive Officer, Toledo-Lucas County Port Authority
  • Thu 11:45 AM - 01:00 PM
    Lunch Session: Smart Cities – Financing Innovation and Infrastructure in Ohio
    Among seventy-eight cities to apply, Columbus, Ohio has received a $40 million Smart Cities grant from the U.S. Department of Transportation. A new bus-rapid transit system and street-side mobility kiosks are among several tenets of the city’s innovative development plan. This discussion will feature the opportunities that the Smart Cities grant brings to Columbus and how other cities in Ohio could capitalize on this financing approach to build innovative and sustainable transit-oriented development.
  • Gregory J. Dunn, Partner, Ice Miller LLP
  • Speaker(s)
  • Mark Patton, Vice President, Smart Cities, Columbus Partnership
  • Thea Walsh, Director of Transportation Systems & Funding, Mid-Ohio Regional Planning Commission
  • Thu 01:00 PM - 01:15 PM
    Networking Break
    Thu 01:15 PM - 02:00 PM
    Concurrent Session A: Making the Most of EB-5 in Ohio
    The EB-5 Program is a federal foreign direct investment, immigration, and regional economic development program that provides access to capital to U.S. businesses and creates American jobs at no expense to the American taxpayer. Use of the program has rapidly gained momentum in the last few years throughout the country, and Ohio is no exception. Here, experts will share basics of the program, case studies and considerations for using this valuable tool in Ohio.
  • Kostas Poulakidas, Partner, Taft Stettinius & Hollister LLP
  • Speaker(s)
  • David Black, Partner, Ulmer & Berne LLP
  • Stephen Strnisha, Chief Executive Officer, Cleveland International Fund
  • Thu 01:15 PM - 02:00 PM
    Concurrent Session B: Rural Development and Small Town Approaches to Access to Capital
    Urban communities like Cleveland and Cincinnati are not the only places looking for help to fund economic development. Ohio is filled with rural communities and small towns that are also in need of financing strategies. These areas face unique development financing challenges and needs such as downtown revitalization, food systems, infrastructure and energy finance. A number of creative and important financing tools exist to assist rural and small town development, and this session will explore the cutting-edge strategies driving development in the state.
  • David Rogers, Member, Frost Brown Todd, LLC
  • Speaker(s)
  • Donald Harrod, Village Administrator, Village of Minster
  • Julie Ward, Rural Development Specialist, Rural Community Assistance Program
  • Thu 02:00 PM - 03:00 PM
    Workforce Financing Strategies
    To successfully launch and complete large infrastructure projects, industry and government need a reliable source of skilled employees that are in short supply in today’s “full-employment” economy. One financing strategy is to build workforce needs and systems into a community benefits agreement as part of an overall tax increment financing plan. The closing session of the Ohio Conference will look at one example from Baltimore, Maryland and consider how that approach could be implemented in Ohio.
  • Brent Orrell, Vice President, ICF
  • William Trumbull, Vice President, ICF
  • J.D. Vance, Founder, Our Ohio Renewal
  • -Location

    The 2017 CDFA Ohio Financing Roundtable Conference will take place at the Blackwell Inn at Fisher College of Business located on the campus of The Ohio State University.

    The Blackwell Inn 
    2110 Tuttle Park Place 
    Columbus OH, 43210 
    Phone: 614-247-4000


    To register for the 2017 CDFA Ohio Financing Roundtable Conference, click on the Register button below. Registration rates vary depending on whether or not you are a CDFA member.

    OEDA members may attend the 2017 CDFA Ohio Financing Roundtable Conference using the CDFA member rate. Please indicate that you are an OEDA member in the "Comments/Questions" box during registration.

    Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, Presented by PFM and submit your application today.
    Standard Rates
    CDFA Member: $145
    Non-Member: $195


    Roundtable Partner

    Ohio Economic Development Association

    Premium Sponsor

    Bricker & Eckler LLP FBT Project Finance Advisors LLC Frost Brown Todd, LLC Ice Miller LLP KeyBanc Capital Markets Squire Patton Boggs U.S. Bank

    For information about sponsoring the CDFA Ohio Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.