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Intro Energy & Water Finance Course

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 Brothers & Co.Stifel NicolausU.S. BankWells Fargo SecuritiesWilmington TrustZ. The Bond Buyer

-Overview

Apply for a scholarship

Energy development & water finance are the fastest growing areas of development finance nationwide. From new production facilities and renewable energy source development to the retrofitting and renovation of existing infrastructure to support efficient energy & water projects, this finance has become a driving force in the economic development community.

CDFA’s 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. This course will cover how new energy production/generation, energy efficiency, retrofitting and support programs are used throughout the country to encourage investment in large and small projects alike.

The Intro Energy & Water Finance Course begins with an overview of the complex energy development industry and introduces attendees to the terminology and technology driving this movement. We’ll then examine the entire spectrum of energy financing solutions from bonds to revolving loan funds and innovative incentive programs available to businesses, home owners, development professionals, investors, and government entities.

Day two of the Intro Energy & Water Finance Course will focus on financing water infrastructure development. Because water financing has become one of the critical financing needs in the development finance industry, speakers will explore programs and resources available through the federal government to support water infrastructure development. This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address energy development challenges.

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

Register

Course Objectives

  • Gain knowledge and insight into the complex energy and water financing industries
  • Learn about the application of state and federal finance programs for energy and water infrastructure
  • Interact with leading development finance professionals from around the country
  • Review best practices and case studies that can be implemented in your community
  • Gain a greater understanding of the partnership opportunities for energy and water development

Topics Covered

  • Energy and water industry overviews
  • Legal and regulatory considerations
  • Understanding various financing programs for EE/RE and water sustainability initiatives
  • Tax-exempt and taxable bonds for energy and water development
  • Loan programs
  • Tax credits and other incentive programs supporting energy and water infrastructure
  • Innovative approaches and case studies

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Broker, dealers and underwriters
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants

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)

-Agenda

Thursday August 10, 2017

Thu 08:00 AM - 08:30 AM
Breakfast & Registration
Thu 08:30 AM - 09:00 AM
Welcome & Overview
Welcome participants, introduce CDFA, and set the stage for the course.
Thu 09:00 AM - 10:00 AM
Framing the Energy & Water Infrastructure Financing Landscape
Investments in clean energy and water infrastructure projects are growing rapidly, and the need for sustainable financing solutions becomes more important every day. From new production facilities and renewable energy source development to the retrofitting and renovation of existing buildings and systems, energy and water finance has become a driving force in the economic development community. This session will provide a basic overview of the energy and water industries from technical and financial experts and outline the agenda for Day 1 focused on energy and Day 2 focused on water.
Thu 10:00 AM - 10:45 AM
Unlocking the Development Finance
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 to address energy and water projects. The goal of this session is to consider the variety of financing mechanisms available to project developers and provide context for the remaining sessions of the course as we look at implementing specific tools.
Thu 10:45 AM - 11:00 AM
Break
Thu 11:00 AM - 12:00 PM
Day 1 - Energy Finance: Legal, Policy & Regulatory Considerations
Energy development, both generation and production, is governed by a complex set of legal, policy, and regulatory requirements. These requirements can pose serious challenges to both the physical and financial viability of a project. During this session, counsel and industry representatives will examine the legal, policy, and regulatory hurdles, and provide initial input into how these challenges can be mitigated.
Thu 12:00 PM - 01:30 PM
Lunch
Thu 01:30 PM - 02:30 PM
Day 1 - Energy Finance: Bonds - Tax-Exempt and Taxable
Bond financing is the bedrock of public finance and has heavily influenced energy development throughout the country. This session will explore the various bond financing options available to state and local development agencies in supporting energy development. Included in this discussion are Qualified Energy Conservation Bonds (QECBs) and Exempt Facility Bonds, as well as traditional tax-exempt and taxable bond financing mechanisms.
Thu 02:30 PM - 02:45 PM
Break
Thu 02:45 PM - 03:45 PM
Day 1 - Energy Finance: Loans & Tax Credit Programs
Energy-related loan funds of all sizes and federal/state tax credits are available to promote continued investment in energy infrastructure and projects. A variety of different approaches are taken to support energy development with these tools, from local funds to support energy efficiency upgrades to large state funds that support commercial and industrial energy development. In addition, both the federal and state governments have established tax credits to drive energy development. During this session, loan fund and tax credit finance experts will discuss these programs and how they are implemented.
Thu 03:45 PM - 04:30 PM
Day 1 - Energy Finance: Property Assessed Clean Energy (PACE) Financings
Property Assessed Clean Energy (PACE) financing is taking hold across the country through several innovative programs. Designed to support the expansion of energy efficiency installations in industrial, commercial, and residential buildings, PACE programs incentivize reduction in energy usage by paying for up-front improvements through assessments on property tax bills over time. This session will explain the basic concepts of PACE and highlight some creative programs.
Thu 04:30 PM
Adjourn & Cocktail Reception

Friday August 11, 2017

Fri 08:00 AM - 08:30 AM
Breakfast
Fri 08:30 AM - 08:45 AM
Revisiting Day 1
At the start of the second day of the Intro Energy & Water Finance Course, we will review some important terms and set the stage for the remaining sessions.
Fri 08:45 AM - 09:30 AM
Day 2 - Water Finance: Legal, Policy & Regulatory Considerations
Water infrastructure development has become one of the critical financing needs in the development finance industry. Increased pressure and demand on systems, coupled with the aging existing infrastructure is putting major stress on the available resources for financing water projects. During this session, counsel and industry representatives will examine the legal, policy, and regulatory hurdles facing water development, and provide initial input into addressing these challenges.
Fri 09:30 AM - 10:30 AM
Day 2 - Water Finance: State Revolving Loan Fund (SRF) Programs
Every state operates a state revolving loan fund (SRF) program supported by funding from the U.S. Environmental Protection Agency. These funds are a major catalyst for supporting water projects. During this session, attendees will learn about SRFs and how to access this important source of capital.
Fri 10:30 AM - 10:45 AM
Break
Fri 10:45 AM - 12:00 PM
Day 2 - Water Finance: Bonds - Feasability, Structuring & Sale
Bond financing plays a major role in the development of water systems. This session will explore the various bond financing options available to state and local development agencies in supporting water development. Included in this discussion will be market analysis, project development and the legal steps necessary for using bonds to finance water infrastructure.
Fri 12:00 PM - 01:30 PM
Lunch
Fri 01:30 PM - 02:30 PM
Day 2 - Water Finance: Public Private Partnerships (P3) to Support Water Infrastructure
P3s have become an increasingly popular way to fund water development. Numerous structures and approaches are being used to support this movement. During this session, attendees will examine the P3 water financing landscape to determine if these models are right for their community.
Fri 02:30 PM - 03:30 PM
Day 2 - Water Finance: Federal Water Financing Solutions
The U.S. Department of Agriculture and U.S. Environmental Protection Agency provide myriad programming for funding and financing water infrastructure. From planning and environmental assessment to clean-up and project funding, these programs offer significant financial resources for moving water infrastructure forward in your community. During this session, representatives from the federal agencies will be on hand to provide insight into the federal funding solutions for water development.
Fri 03:30 PM
Adjourn

-Location


This course is currently not scheduled for this year. Please check back frequently for more information about when this course will be held in the future.

-Registration

Early Bird Rates
(Ends July 15)
CDFA Member: $350
Non-Member: $500
Standard Rates
(After July 15)
CDFA Member: $400
Non-Member: $550


Register