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CDFA New England Conference
December 14, 2017
Boston, MA


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Join the CDFA New England Financing Roundtable on December 14, 2017 for a special one-day conference hosted at the Federal Reserve Bank of Boston. This event will feature a number of economic development finance experts from Connecticut, Maine, Massachusestts, New Hampshire, Rhode Island and Vermont discussing development finance tools, authorities, resources and approaches, and how these can affect the New England economies going forward.

Register today to reserve your spot at the 2017 CDFA New England Financing Roundtable Conference.



2017 CDFA New England Conference Agenda

Thursday December 14, 2017

Thu 08:30 AM - 08:30 AM
Registration Opens
Thu 09:00 AM - 09:30 AM
Welcoming Remarks
The CDFA New England Financing Roundtable exists to spread knowledge of best practices within the region's development finance industry. To kick off the CDFA New England Financing Roundtable Conference, CDFA and our partners will deliver welcoming remarks.
  • Toby Rittner, President & CEO, Council of Development Finance Agencies
  • Thu 09:30 AM - 10:45 AM
    Successful Bond Financing Strategies throughout New England
    Bond financing remains a bedrock development finance tool for economic development. This session will focus on how New England’s bond and economic development agencies work together to provide capital to existing businesses and critical infrastructure. Presenters from bond agencies and capital market firms will walk through bond financing deals and explore strategies for maximizing the tool in New England.
  • Carlos Mello, Director & Chief Risk Officer, Finance Authority of Maine
  • John Ruth, Managing Partner, CTBH Partners LLC
  • Rebecca Sullivan, Senior Vice President, MassDevelopment
  • Thu 10:45 AM - 11:00 AM
    Networking Break
    Thu 11:00 AM - 12:00 PM
    Assembling Capital for Mixed-Use Development
    Unique development financing solutions are increasingly sought after to complete projects of all sizes, and it is often necessary to find creative approaches that involve combining multiple financing tools for major mixed-use developments. This session will explore recently financed projects in New England and outline the structuring and layered capital stacks that used sources including EB-5, tax credits, and special assessments. The panelists will showcase creative methods that can be employed for future projects in the region.
  • Abby Goldenfarb, Vice President, Trinity Financial
  • Thomas Porter, Director of Commercial Lending, Vermont Economic Development Authority
  • Thu 12:00 PM - 01:15 PM
    Lunch Session - Energy Finance: The Green Bank Model in New England
    As federal and state support of clean energy development loses stability and dwindles, the development finance industry is given the task of creating financing vehicles that allow the sector to keep its momentum and scale up growth. These new opportunities have been met by public and private sector entities facilitating sound investment in new and established finance strategies that are helping New England flourish in this industry. During this session, panelists will explore the Green Bank Model for clean energy investment as well as opportunities to expand the use of Property Assessed Clean Energy (PACE) to both the commercial and residential sectors.
  • Jeff Diehl, Executive Director, Rhode Island Infrastructure Bank
  • Bert Hunter, Executive Vice President & Chief Investment Officer, Connecticut Green Bank
  • Brian McCarter, Chief Executive Officer, Sustainable Real Estate Solutions
  • Thu 01:15 PM - 01:30 PM
    Networking Break
    Thu 01:30 PM - 02:30 PM
    Strengthening Access to Capital Programs
    During this session, the Roundtable will explore the most innovative and effective strategies for evaluating the efficiency of programs and delivery of loans, guarantees, and other forms of capital to support small business investment. Presenters will discuss the benefits of leveraging public sector support for even greater private sector investment and explore a variety of programs available in the region.
  • Vincent DiCara, Owner, DiCara Training and Consulting, LLC
  • James Key-Wallace, Executive Director, New Hampshire Business Finance Authority
  • Thu 02:30 PM - 03:30 PM
    Catalytic Investments for Urban Development
    New England’s development finance agencies are behind some of the most proactive and catalytic investments driving urban development and renewal. The final session of the day will highlight a few project examples and discuss the impact that these projects are making in their community. Financing tools such as tax increment finance (TIF), Massachusetts’ Transformative Development Initiative (TDI), mission related investments, and predevelopment assistance strategies will be showcased as a way to drive development and neighborhood sustainability.
  • George Durante, Transformative Development Fellow, MassDevelopment
  • Jeff Miller, Executive Vice President Investment, Rhode Island Commerce Corporation
  • Thu 03:30 PM - 03:30 PM
    Closing Remarks


    The 2017 CDFA New England Financing Roundtable Conference will take place at the Federal Reserve Bank of Boston:

    Federal Reserve Bank of Boston
    New England Room
    4th Floor
    600 Atlantic Avenue
    Boston, MA 02210

    Parking and Visitor Information

    Important Security Information
    All registrants will be required to provide either a valid drivers license or passport in order to enter the bank. The name on the ID must match the name in CDFA's registration database. Registrants will also be asked to go through a metal detector and have their bags screened. Last minute registrants may require additional security screening since your name won't be pre-approved. Please register 2-3 days before the conference to assist CDFA with the security requirements.


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

    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



    Connecticut Green Bank Finance Authority of Maine MassDevelopment New Hampshire Business Finance Authority Rhode Island Commerce Corporation Vermont Economic Development Authority
    For information about sponsoring the CDFA New England Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.