Technical Assistance

CDFA California Conference
September 18, 2018
Los Angeles, CA


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Join the CDFA California Financing Roundtable for a special one-day conference. 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 California economy going forward.

Register today to reserve your spot at the 2018 CDFA California Financing Roundtable Conference.



2018 CDFA California Agenda

Tuesday, September 18, 2018

Tue 8:30 AM - 9:00 AM
Breakfast & Registration
Tue 9:00 AM - 9:30 AM
Welcome & Introduction
The CDFA California Financing Roundtable was developed to expand best practices within the state’s development finance industry. To kick off the CDFA California Conference, CDFA will deliver welcoming remarks.
  • Brien Desilets, Founder and Managing Director, Claret Consulting
  • Katie Kramer, Vice President, Council of Development Finance Agencies
Tue 9:30 AM - 10:00 AM
Legislative Update: Sacramento to D.C.
What development finance topics are being discussed on a state & federal level? Is there recent legislation that will have an impact on the economic development industry? This session will feature a discussion on the latest from Sacramento & Washington D.C. Topics discussed will include the effect of new TIF Legislation in California, the ripples of tax reform and upcoming Federal legislation that could affect development finance tools on a national level.
  • Robert Gamble, Managing Director, Public Financial Management
  • Katie Kramer, Vice President, Council of Development Finance Agencies
Tue 10:00 AM - 10:15 AM
Networking Break
Tue 10:15 AM - 12:00 PM
Public-Private Partnerships + Innovative Infrastructure
With the preservation of private activity bonds (PABs) on the federal level, the opportunities for innovative public-private partnerships have been secured to meet the growing diversity of infrastructure needs in the state including airports, higher education & water. While P3s can be a powerful development finance tool, practitioners must use great care in structuring and pricing projects appropriately. During this session, presenters will examine the new ways in which P3s are being used in California, how to broker successful P3s, and the opportunities for making the most of this financing tool.
Tue 12:00 PM - 1:30 PM
Luncheon Session: Next Wave Infrastructure - Working with Infratech Startups
As American cities continue to grow in population and complexity, innovative solutions are being developed to address the underlying municipal infrastructure. In this special case study session, attendees will learn about strategies for harnessing emerging technologies to improve municipal services through a living laboratories approach including new risk allocation arrangements and sources of financing.
Tue 1:30 PM - 4:30 PM
The State of Opportunity Zones
With the passage of the Tax Cut & Jobs Act, Opportunity Zones are emerging as a potentially powerful federal economic development tool that aims to improve the outcomes of distressed communities across the country. Opportunity Zones can be found in select low-income census tracts that were designated at the beginning of the year by the state and approved by the U.S. Treasury. In California, 879 census tracts were nominated in 57 of the state’s 58 counties. This specialized session will provide basic information on this new economic development tool and also explore the potential of Opportunity Zones in California communities. During this session attendees will delve into: · What are Opportunity Zones? · What are Opportunity Funds? · What do Qualified Projects potentially look like? · How to identify funders? · How opportunity zones could fund resiliency and disaster recovery?
  • Katie Kramer, Vice President, Council of Development Finance Agencies
  • Maral Farsi, Deputy Director of Legislative and Inter-Governmental Affairs, Governor's Office of Business and Economic Development
  • Larry Kosmont, President & Chief Executive Officer, Kosmont Companies
  • Beth Mullen, Partner, National Director - Affordable Housing Industry, CohnReznick LLP
  • Greg Nelson, Head of Strategy and Operations, Parker Media/Parker Foundation
  • Fred Silva, Senior Fiscal Policy Advisor, California Forward
Tue 4:30 PM - 6:00 PM
CDFA California: VIP Reception
Join Grant Thornton & CDFA for a VIP reception held at the California Club. Great drinks and good conversation are an excellent way to end a day of learning and networking.


This conference will take place at the offices of Grant Thornton LLP, located in Los Angeles, CA.

Grant Thornton LLP
515 Flower Street
Los Angeles, CA 90071

There will be a reception directly following the CDFA California Conference held across the street from Grant Thornton at the California Club.

California Club
538 S. Flower Street
Los Angeles, CA 90071


To register for the 2018 CDFA California 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, and submit your application today.
Standard Rates
CDFA Member: $145
Non-Member: $195


For information about sponsoring the CDFA California Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.