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CDFA Upcoming Events

CDFA // BNY Mellon Webcast Series: Opportunities and Advancements in Water Finance
February 21, 2017
1:00 PM Eastern

CDFA Online Brownfields Project Marketplace
February 24, 2017
12:00 - 5:00 PM Eastern

Intro Bond Finance WebCourse
March 1 - 2, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Brownfields Financing Webinar: Financing Brownfields with Private Activity Bonds (PABs)
March 9, 2017
2:00 PM Eastern

CDFA // BNY Mellon Webcast Series: Exploring the Impact of GASB 77
March, 14, 2017
1:00 PM Eastern

2017 CDFA Pennsylvania Financing Roundtable Webinar
March 22. 2017
1:00 - 3:00 PM Eastern

2017 CDFA Michigan Financing Roundtable Webinar
March 23, 2017
1:00 - 3:00 PM Eastern

CDFA Texas Conference
Dallas, TX
April 5, 2017

Intro Incentives WebCourse
April 5 - 6, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA // BNY Mellon Webcast Series: Is There a New Markets Tax Credit Surplus?
April 18, 2017
1:00 PM Eastern

CDFA Missouri Conference
St. Louis, MO
April 20, 2017

CDFA South Carolina Conference
Columbia, SC
April 25, 2017

CDFA Illinois Conference
Chicago, IL
May 2, 2017

Intro Tax Increment Finance WebCourse
May 10 - 11, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Colorado Conference
Denver, CO
May 16, 2017

CDFA Texas Webinar: Financing Programs to Support Rural Development
May 17. 2017
11:30 AM - 12:30 PM Eastern

CDFA Georgia Conference
Atlanta, GA
June 7, 2017

Intro Food Systems Finance WebCourse
June 7 - 8, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Summer School
Minneapolis, MN
August 7 - 11, 2017

Fundamentals of Economic Development Finance Course
Minneapolis, MN
August 7, 2017

Intro Bond Finance Course
Minneapolis, MN
August 8 - 9, 2017

Intro Brownfields Finance Course
Minneapolis, MN
August 8 - 9, 2017

Intro Energy & Water Finance Course
Minneapolis, MN
August 10 - 11, 2017

Intro Revolving Loan Fund Course
Minneapolis, MN
August 10 - 11, 2017

CDFA Ohio Conference
Columbus, OH
September 7, 2017

CDFA Florida Conference
Fort Lauderdale, FL
September 28, 2017

CDFA National Development Finance Summit
Atlanta, GA
November 15 - 17, 2017

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 NW Financial Group, LLC Squire Patton Boggs Stern Brothers & Co. Stifel Nicolaus S.B. Friedman & Company U.S. Bank Wells Fargo Securities Wilmington Trust
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.

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 you will have fulfilled half of the requirements for the DFCP Program. Join us in Minneapolis, 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

Monday
August 7, 2016
Tuesday & Wednesday
August 8-9, 2016
Thursday & Friday
August 10-11, 2016

Register Today!
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, EB-5 Immigrant Investor Program
  • Access to capital lending tools: revolving loan and mezzanine funds, loan guarantee, innovation finance 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 Registration & Continental Breakfast

8:30 - 9:00 am Welcome & Introductions

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

9:00 - 10:00 am Understanding Development Finance & the Tool Box Approach

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 am Break

10:15 am – 12:00 pm Bedrock 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 pm Lunch, 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 and special assessment districts as well as how they can be used to meet economic development goals and objectives.

1:30 – 2:30 pm Investment 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 pm Break

2:45 – 3:30 pm Access 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 pm Federal Support Tools

The next session of the Fundamentals WebCourse 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 pm Implementing 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.
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Location

CDFA Summer School will be held at the Renaissance Minneapolis Hotel, The Depot. Located in the Gateway District, this hotel is at the center of downtown Minneapolis' most exciting new neighborhood.

Renaissance Minneapolis Hotel, The Depot
225 3rd Avenue South
Minneapolis, MN 55401
Phone: 612-375-1700

>>>Reserve Your Room

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 7-12, 2017 at the reduced rate if reservations are made before July 13, 2017. 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 612-375-1700 and reference CDFA Summer School.

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Registration

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. These courses qualify 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 you will have fulfilled half of the requirements for the DFCP Program. Join us in Minneapolis, MN for CDFA Summer School, and 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 14, 2017 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.

The registration fee for each course is displayed below. Click the Register button to view the total fees and discounts available for CDFA Summer School.

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

Register Today!
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