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

Alaska Industrial Development and Export AuthorityBaker Tilly Virchow KrauseBallard Spahr LLPBNY MellonBricker & Eckler LLPBryan Cave Leighton Paisner LLPBusiness OregonCohnReznickFBT Project Finance Advisors LLCFrost Brown Todd, LLCGrant Thornton LLPHawkins Delafield & Wood LLPIce Miller LLPKeyBanc Capital MarketsKutak Rock LLPMB Financial Bank, NAMcCarter & English, LLPMcGuireWoodsNW Financial Group, LLCSB Friedman Development AdvisorsSquire Patton BoggsStern BrothersStifel NicolausU.S. BankWells Fargo SecuritiesWilmington TrustZ. The Bond Buyer

-Overview

Apply for a scholarship
Hosted By

CDFA Summer School is a week long series of courses presented by the CDFA Training Institute. CDFA Summer School will offer five different training courses at the Renaissance Minneapolis Hotel, The Depot in Minneapolis, MN.

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, 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, 2017
Tuesday & Wednesday
August 8-9, 2017
Thursday & Friday
August 10-11, 2017


Register

Course Objectives

  • Complete half of the course requirements for the DFCP Program
  • Learn about essential development finance tools and techniques
  • Meet industry peers from across the country
  • Discover new financing programs to create in your community
  • Build your professional skills in financing economic development
  • Network with the top minds in development finance

Topics Covered

  • Fundamentals of Economic Development Finance: Understanding the basics of bonds, tax increment finance, tax credits, revolving loan funds, federal programs, and best practices of development finance agencies
  • Intro Bond Finance Course: Provides an in-depth look at the various types of bonds, best practices for successful issuances, and examines the bond transaction from start to finish
  • Intro Revolving Loan Fund Course: Offers an in-depth look at RLF program development, implementation and management. This course will demonstrate how a RLF program can complement your economic development strategy, encourage investment and assist traditionally underserved businesses.
  • Intro Brownfields Finance Course: The industry’s only comprehensive training curriculum that helps economic developers, policy makers and real estate professionals understand and master the financing strategies for the lifecycle of a brownfield property.
  • Intro Energy & Water Finance Course: Explores the wide range of tools available for financing energy & water projects, including bonds, tax credits, revolving loan funds, grant programs, and more.

Who Should Attend?

  • Bond Issuers
  • Economic Development Professionals
  • Community Development Professionals
  • P3 Practitioners
  • Developers
  • Broker/Dealers and Underwriters
  • Elected Officials
  • Government and Nonprofit Finance Officers
  • Attorneys
  • Accountants
  • Financial Advisors
  • Policy Makers

Course Advisor

Toby Rittner Toby Rittner
Council of Development Finance Agencies
President & CEO
Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most... (More)
Katie Kramer Katie Kramer
Council of Development Finance Agencies
Vice President
Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational... (More)
Brian Cooper Brian Cooper
CDFA Bond Finance Course Advisor
Umbaugh
Principal
A twelve year veteran to the Public Finance and Economic Development arena Brian specializes in general obligation and revenue based project and public finance. Mr. Cooper financial matters that range from credit strategy, debt issuance and... (More)
Emily Moser Emily Moser
Council of Development Finance Agencies
Director, Research & Technical Assistance
Ms. Moser manages CDFA's Brownfields Technical Assistance Program and serves as the Director of Research and Technical Assistance. She oversees the delivery of redevelopment financing resources and services to communities across the country. She has... (More)

-Agenda

Monday, August 6, 2018

Mon 8:00 AM - 5:00 PM
Fundamentals of Economic Development Finance Course
Understanding the basics of bonds, tax increment finance, tax credits, revolving loan funds, federal programs, and best practices of development finance agencies

Tuesday, August 7, 2018

Tue 8:00 AM - 4:30 PM
Intro Bond Finance Course
Provides an in-depth look at the various types of bonds, best practices for successful issuances, and examines the bond transaction from start to finish
Intro Tax Credit Finance Course
Examines the application of tax credit programs in greater economic development finance efforts. This course will discuss the practical application of tax credit programs including new markets, low income housing, historic preservation, and state-specific programs.

Wednesday, August 8, 2018

Wed 8:00 AM - 3:30 PM
Intro Bond Finance Course
Provides an in-depth look at the various types of bonds, best practices for successful issuances, and examines the bond transaction from start to finish
Intro Tax Credit Finance Course
Examines the application of tax credit programs in greater economic development finance efforts. This course will discuss the practical application of tax credit programs including new markets, low income housing, historic preservation, and state-specific programs.

Thursday, August 9, 2018

Thu 8:00 AM - 4:30 PM
Intro Revolving Loan Fund Course
Offers an in-depth look at RLF program development, implementation and management. This course will demonstrate how a RLF program can complement your economic development strategy, encourage investment and assist traditionally underserved businesses.
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. 

Friday, August 10, 2018

Fri 8:00 AM - 3:30 PM
Intro Revolving Loan Fund Course
Offers an in-depth look at RLF program development, implementation and management. This course will demonstrate how a RLF program can complement your economic development strategy, encourage investment and assist traditionally underserved businesses.
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. 

-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.

-Registration

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 or CDFA Summer School, and start down the road to personal and professional advancement today.

CDFA Summer School has been approved to offer Minnesota CLE credit hours for by the Minnnesota Board of Continuing Legal Education. Please check each individual course page's registration section for more information.

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.

Click the Register button to view the total fees and discounts available for CDFA Summer School.
Early Bird Rates
CDFA Member: $350
Non-Member: $500
Standard Rates
CDFA Member: $400
Non-Member: $550


Register