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CDFA Florida Conference
December 6, 2017
Fort Lauderdale, FL


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Join the CDFA Florida Financing Roundtable, in partnership with FDFC for a special one-day conference hosted at the Broward Metropolitan Planning Organization. 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 Florida economy going forward.



2017 CDFA Florida Conference Agenda

Wednesday, December 6, 2017

Wed 8:30 AM - 8:30 AM
Registration Opens
Wed 9:00 AM - 9:30 AM
Welcoming Remarks & Introduction
The CDFA Florida Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the conference, CDFA and our partners will deliver welcoming remarks.
  • Katie Kramer, Vice President, Council of Development Finance Agencies
  • Greg Stuart, Executive Director, Broward Metropolitan Planning Organization
Wed 9:30 AM - 10:00 AM
Florida Legislative Update
Join industry experts and top development finance leaders as the Roundtable discusses the state’s economic development finance climate, access to capital opportunities and the prospect for economic advancement. In addition, find out what development finance topics are being discussed in the statehouse and how the political environment on Capitol Hill might affect the industry in Florida.
  • Kevin Crowder, Director of Economic Development, Redevelopment Management Associates
  • Brian Hagan, Florida Market President, First American Bank
Wed 10:00 AM - 10:45 AM
The Latest on Bond Financing across Florida
Bond financing remains the bedrock development finance tool for economic development. This session will focus on how this long-standing tool can be used today to provide a significant portion of a project’s capital stack with a special focus on bond financing programs in Florida. Presenters from bond agencies and capital market firms will walk through bond deals and explore strategies for maximizing the tool throughout the state.
Wed 10:45 AM - 11:00 AM
Networking Break
Wed 11:00 AM - 12:00 PM
Financing for Attainable Housing
Florida teachers, firefighters, nurses and other important contributors to a community’s workforce are in need of affordable housing close to their jobs. Workforce housing produces a more sustainable local economy which allows workers to afford to live near their place of employment. During this session, hear how this movement is building in Florida and learn about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
Wed 12:00 PM - 1:15 PM
Lunch Session - New Market Tax Credits & Brownfields
The ability of the New Markets Tax Credit (NMTC) program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing mechanism a viable option for many brownfields redevelopments. Through best practices and case studies, this special lunch session will examine the NMTC structure that’s been shown to produce financing and attract developers to brownfield projects in Florida.
  • Inez Long, President & Chief Executive Officer, BBIF Florida
  • Kurt Peterson, Manager, Baker Tilly Virchow Krause, LLP
  • Jim Walker, Community Development Loan Officer, Florida Community Loan Fund
Wed 1:15 PM - 2:00 PM
Review of the PACE Market and PACE Expansion in Florida
Property Assessed Clean Energy (PACE) financing supports the expansion of energy efficiency, solar, water, wind power and other renewable energy installations for the benefit of commercial buildings. PACE programs capitalize reduction in energy usage by paying for property improvements through voluntary special assessments placed on property tax bills over time. This session will explore the latest PACE projects in Florida, as well as review the basic concepts of the tool and how it is beneficial for local governments and property owners in the state.
  • Mike Antheil, Director, Renovate America
  • Ben Taube, Managing Director, Policy & Legislative Affairs, Ygrene Energy Fund
Wed 2:00 PM - 2:15 PM
Networking Break
Wed 2:15 PM - 3:00 PM
Financing Disaster Recovery and Resiliency
The effects of Hurricanes Harvey and Irma have caused major catastrophes to cities large and small, especially to the residents of Florida, Texas, the U.S. Virgin Islands and Puerto Rico. From vulnerable energy grids to aging infrastructure, communities are susceptible to disasters in multiple ways, and the aftermath of the clean-up and redevelopment can affect a region for years. What are some of the financing strategies for communities to invest in resiliency and mitigate the costs of potential natural disasters? This session will explore financing programs and structures for disaster resiliency, partnerships and collaborative efforts to identify financing solutions, and lessons learned from communities that are in the rebuilding process.
  • Keren Bolter PhD, Climate, Policy & Geospatial Analyst, South Florida Regional Planning Council
Wed 3:00 PM - 3:00 PM
Closing Remarks


The 2017 CDFA Florida Financing Roundtable Conference will take place at the Broward Metropolitan Planning Organization.

Broward Metropolitan Planning Organization
Trade Center South
100 W Cyprus Creek Road
Suite 650
Fort Lauderdale, FL 33309
Phone: (954) 876-0033

Parking is available in the main lot, and there is street parking in front of the building. Broward Metropolitan Planning Organization is also adjacent to a Tri-Rail station for those who would like to use transit.


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

FRA members may attend the 2017 CDFA Ohio Financing Roundtable Conference using the CDFA member rate. Please indicate that you are a FRA 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

Florida Development Finance Corporation Florida Redevelopment Association
For information about sponsoring the CDFA Florida Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.