Bonds are the bedrock of development finance and are used to help build roads, bridges, sewers, city halls, hospitals and thousands of public and private projects. For over a century, bonds have been spurring development and redevelopment and are a major driver for job creation and economic growth.
CDFA’s highly acclaimed Intro Bond Finance Course provides an in-depth look at governmental and qualified private activity bonds, with a focus on industrial development bonds (IDBs), 501(c)(3) non-profit bonds, exempt facility bonds, and other special bond programs authorized by the federal government.
The Intro Bond Finance Course addresses the basic requirements for issuing a bond, the rules and regulations that govern tax-exempt and taxable bonds, the major players involved in a bond transaction, and the roles and responsibilities of both public and private sector participants. Plus, learn about the tax-exempt bond market, the ratings process, how to buy and sell bonds, and ongoing continuing disclosure.
This course is essential for public leaders, economic development professionals, financial experts and anyone working to address local economic challenges. Learn how to bring economic growth to your community by utilizing the vast resources of the development bond finance industry.
This course qualifies 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 attendees fulfill half of the requirements for the DFCP Program. Join us in Detroit, 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
- Discuss the difference between governmental and private activity bonds and when to use them.
- Learn which projects qualify for financing using industrial development bonds, 501(c)(3) bonds, and other forms of private activity bonds.
- Discover best practices employed by successful issuing authorities from across the country.
- Gain a greater understanding of the various players involved in a bond transaction and why each of their roles is important.
- Examine the bond transaction process from start to finish.
- Review federal tax rules and filing requirements.
- Governmental and Qualified Private Activity Bonds
- Small Issue and 501(c)(3) Bonds
- Internal Revenue Code Rules
- Roles of Bond Counsel, Underwriters and Trustees
- Bond Ratings and Credit Analysis
- Structuring and Sizing Bond Issues
- How Bonds are Sold
- Ongoing Continuing Disclosure
Who Should Attend?
- Bond Issuers
- Economic Development Professionals
- Community Development Professionals
- Broker/Dealers and Underwriters
- Elected Officials
- Government and Nonprofit Finance Officers
- Financial Advisors
- Policy Makers
CDFA Bond Finance Course Advisor
Baker Tilly Virchow Krause, LLP
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)
CDFA Summer School will be held at the Westin Book Cadillac Detroit which is located in the heart of downtown Detroit.
Westin Book Cadillac Detroit
1114 Washington Boulevard
Detroit, Michigan 48226
>>>Reserve Your Room Now
CDFA has arranged a significantly reduced room rate of $194.00 (plus tax) per night for a standard room (single or double occupancy). A select number of hotel rooms are available from August 11-16, 2019 at the reduced rate if reservations are made before July 21, 2019. 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 click on the link above or call 313-442-1600 and reference CDFA Summer School.
This course will be offered at CDFA Summer School. CDFA Summer School is a week long series of courses presented by the CDFA Training Institute. Participants may register for one, two, or three courses during CDFA Summer School.
Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.
Register before July 12, 2019 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.
CDFA Member: $350
CDFA Member: $400