Advisory Services








Intro Housing Finance Course
November 7, 2018
Dallas, TX

Alaska Industrial Development and Export AuthorityBaker Tilly Virchow KrauseBallard Spahr LLPBNY MellonBricker & Eckler LLPBryan Cave 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 Brothers & Co.Stifel NicolausU.S. BankWells Fargo SecuritiesWilmington TrustZ. The Bond Buyer


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The impact of housing on economic development efforts is a critical issue in many communities. By addressing complex housing challenges and opportunities, a city can create valuable assets while also encouraging economic development and social equity. From urban centers, surburban enclaves and rural cities, communities across the country have numerous tools available to support the development of affordable, market rate, mixed-income and mixed-use housing. The Intro Housing Finance Course will explore how the development finance toolbox can be utilized to support a myriad of housing challenges and opportunities as well as how development finance agencies can become key partners in housing development in their community.

The Intro Housing Finance Course will begin with an introduction to the complex world of housing including introducing attendees to the terminology and landscape of the housing space in community development. During this course, experts will walk through the multitude of diverse capital sources layered into housing deals based on the type of housing being developed. Attendees will lastly delve into innovative case studies from across U.S. of how investment in an effective housing financing strategy can help drive the success of local economic development.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

2018 National Development Finance Summit

This year, the Intro Housing Finance Course will be held in conjunction with the 2018 CDFA National Development Finance Summit which will take place in Dallas, Texas. The CDFA National Summit brings together the leaders and dealmakers in the development finance industry to discuss best practices, trends, and project financing solutions.

The CDFA National Summit is a dealmaking event at its core with a program built to encourage networking and individualized learning about all types of development finance tools and programs. At the CDFA National Summit, you will meet industry experts, connect with financing, learn about the latest approaches, and discover development finance solutions to bring to your local community.


Course Objectives

  • Be introduced to terminology and the landscape of the housing finance world
  • Understand the role that development finance agencies can play in housing development
  • Learn to layer different types of finance tools to successfully support diverse housing
  • Examine innovative housing finance case studies from across the country
  • Learn the multitude of players involved in housing deals
  • Explore different housing finance options for varying communities and segments of the population

Topics Covered

  • Utilizing taxable and tax exempt bonds for housing development
  • Financing mixed-use, mixed-income, & affordable housing
  • Utilizing low-income housing tax credits, new markets tax credits, historic tax credits for housing development
  • Affective use of tax increment financing & special assessment to support housing
  • Understanding federal programs that support housing development
  • Identifying partners in housing finance deals

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policy makers

Course Advisor

James Carras
Carras Community Investment, Inc.
James Carras is Principal of Carras Community Investment, Inc. and a Visiting Assistant Professor at FAU’s Department of Urban and Regional Planning. For over twenty years, he has concentrated on designing and implementing responses and solutions... (More)


The agenda for this course has not yet been announced. Please check back frequently to see updated information.


The 2018 National Development Finance Summit will be held at the Sheraton Dallas Hotel, located downtown in the vibrant Arts and Financial District. Enjoy the best of downtown Dallas - from the American Airlines Center to the cultral attractions of the Arts District - right at your fingertips.

Sheraton Dallas Hotel
400 North Olive Street
Dallas, TX 75201
Phone: 214-922-8000

Reserving a Room

CDFA has arranged a significantly reduced room rate of $199.00 (plus tax and service fees) per night for a standard room (single or double occupancy). Hotel rooms are available from November 6 to November 9 at the reduced rate if reservations are made before October 16. 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.

>>>Reserve Hotel Rooms Online

Sheraton Dallas Hotel Directions

The Sheraton Dallas Hotel is served by two major airports. Dallas/Ft. Worth International Airport (DFW) is approximately 30 minutes away from the hotel and Dallas Love Field Airport (DAL) is approximately 20 minutes away. The hotel is accessible by metered taxi and DART Light Rail System. For those arriving by car, driving directions are posted on the hotel's website. Valet parking is available upon request.


The Intro Housing Finance Course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Register before September 14, 2018 for Early-Bird Rates.
Early Bird Rates
CDFA Member: $400
Non-Member: $550
Standard Rates
CDFA Member: $450
Non-Member: $600