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CDFA Upcoming Events

CDFA // BNY Mellon Webcast Series: Opportunities and Advancements in Water Finance
February 21, 2017
1:00 PM Eastern

CDFA Online Brownfields Project Marketplace
February 24, 2017
12:00 - 5:00 PM Eastern

Intro Bond Finance WebCourse
March 1 - 2, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Brownfields Financing Webinar: Financing Brownfields with Private Activity Bonds (PABs)
March 9, 2017
2:00 PM Eastern

CDFA // BNY Mellon Webcast Series: Exploring the Impact of GASB 77
March, 14, 2017
1:00 PM Eastern

2017 CDFA Pennsylvania Financing Roundtable Webinar
March 22. 2017
1:00 - 3:00 PM Eastern

2017 CDFA Michigan Financing Roundtable Webinar
March 23, 2017
1:00 - 3:00 PM Eastern

CDFA Texas Conference
Dallas, TX
April 5, 2017

Intro Incentives WebCourse
April 5 - 6, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA // BNY Mellon Webcast Series: Is There a New Markets Tax Credit Surplus?
April 18, 2017
1:00 PM Eastern

CDFA Missouri Conference
St. Louis, MO
April 20, 2017

CDFA South Carolina Conference
Columbia, SC
April 25, 2017

CDFA Illinois Conference
Chicago, IL
May 2, 2017

Intro Tax Increment Finance WebCourse
May 10 - 11, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Colorado Conference
Denver, CO
May 16, 2017

CDFA Texas Webinar: Financing Programs to Support Rural Development
May 17. 2017
11:30 AM - 12:30 PM Eastern

CDFA Georgia Conference
Atlanta, GA
June 7, 2017

Intro Food Systems Finance WebCourse
June 7 - 8, 2017
Daily: 12:00 - 5:00 PM Eastern

CDFA Summer School
Minneapolis, MN
August 7 - 11, 2017

Fundamentals of Economic Development Finance Course
Minneapolis, MN
August 7, 2017

Intro Bond Finance Course
Minneapolis, MN
August 8 - 9, 2017

Intro Brownfields Finance Course
Minneapolis, MN
August 8 - 9, 2017

Intro Energy & Water Finance Course
Minneapolis, MN
August 10 - 11, 2017

Intro Revolving Loan Fund Course
Minneapolis, MN
August 10 - 11, 2017

CDFA Ohio Conference
Columbus, OH
September 7, 2017

CDFA Florida Conference
Fort Lauderdale, FL
September 28, 2017

CDFA National Development Finance Summit
Atlanta, GA
November 15 - 17, 2017

Intro Tax Credit Finance WebCourse
OverviewAgendaLocationRegistration
Alaska Industrial Development and Export Authority Baker Tilly Virchow Krause Ballard Spahr LLP Bank of America, Merrill Lynch BNY Mellon Bricker & Eckler LLP Bryan Cave LLP Business Oregon CohnReznick FBT Project Finance Advisors LLC Frost Brown Todd, LLC Hawkins Delafield & Wood LLP Ice Miller LLP KeyBanc Capital Markets Kutak Rock LLP MB Financial Bank, NA McGuireWoods NW Financial Group, LLC Squire Patton Boggs Stern Brothers & Co. Stifel Nicolaus S.B. Friedman & Company U.S. Bank Wells Fargo Securities Wilmington Trust
Z. The Bond Buyer
Overview
Apply for a scholarship

The Intro Tax Credit Finance WebCourse examines the application of tax credit programs in greater economic development finance efforts. This course will discuss the practical application of tax credit programs including brownfields, new markets, low income housing, historic preservation, and state-specific programs.

From urban redevelopment and historic preservation to housing and high tech infrastructure, myriad tax credit programs exist to help communities create jobs and energize their economies. Yet these innovative tools remain underutilized throughout the country. This course differs significantly from other tax credit training events offered in our industry because participants will learn how to effectively apply tax credits to development opportunities, rather than just be taught the facts and figures of each program.

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.

Register Today!

By attending, you will:
  • Learn about the application of state and federal tax credit programs
  • Hear from leading tax credit 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 in the tax credit industry
You will learn through:

  • Real life case studies
  • Interactive, online discussions
  • Presentations from industry experts
  • A comprehensive reference guide
Topics covered include:

  • New Markets Tax Credit Program
  • Historic Preservation Tax Incentive Program
  • Low Income Housing Tax Credit Program
  • Energy Tax Credits
  • Innovative State Tax Credit Programs
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:

Mark Barbash is Senior Strategic Advisor for the Council of Development Finance Agencies, the national association representing nation’s leading and most knowledgeable members of the development finance community. With over 30 years of economic development experience, Mark has served at local, state and federal government levels and in the nonprofit and private sector financing sectors focusing on small business, real estate and business development, and development financing. In his career, he has had senior level policy and management responsibilities involving Chief Economic Development Officer for the State of Ohio, Director of Development for the City of Columbus, EVP of Finance Fund (a CDFI/CDE), Vice President for the National Development Council, a New York based nonprofit economic development consulting firm and on Capitol Hill. Mark is a nationally-recognized economic development practitioner and trainer, having developed and taught a wide range of professional development courses, including the National Development Council real estate development courses and the International Economic Development Council real estate and redevelopment course. He serves on the board of the Ohio Economic Development Association and CATCO (A Columbus equity theater company) and previously was on the Board of the International Economic Development Council.

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Agenda
The following is the preliminary agenda for this course. This agenda will be updated and modified slightly to accommodate speakers and content. However, the main areas of content as outlined in this agenda will be covered. Please note that all times are based in the eastern time zone.

DAY ONE

12:00 - 12:30 pmWelcome & Overview

Welcome participants, introduce CDFA and set the stage for the two-day course.

Speaker
Mark Barbash, Course Advisor
Senior Strategic Advisor
Council of Development Finance Agencies

12:30 - 1:45 pmIntroduction to Tax Credits

From urban redevelopment and historic preservation to housing and high tech infrastructure, myriad tax credit programs exist to help communities create jobs and energize their economies. Yet these innovative tools remain underutilized throughout the country. During this introductory session, attendees will learn about the basics of tax credit finance.

Speaker
Michael Buker
Partner
Ice Miller LLP

1:45 - 2:00 pmBreak

2:00 - 3:15 pmHistoric Preservation Tax Incentives Program

Rehabilitation tax credits were established to discourage unnecessary demolition of older buildings and to slow capital flight from older urban areas. This incentive offers a credit against total federal taxes owed, which is taken for the year in which the renovated building is put into service. During this session, attendees will learn how this valuable program can reinvigorate historic communities in a cost-effective and investment-friendly manner.

Speaker
Albert Rex
Partner & Director
MacRostie Historic Advisors LLC

Nathan Kaelin, AICP
Competitive Advantage Program Manager
Mid-Ohio Regional Planning Commission


3:15 - 3:30 pmBreak

3:30 - 5:00 pmLow-Income Housing Tax Credit Program

Congress created the Low Income Housing Tax Credit (LIHTC) in 1986 to promote the construction and rehabilitation of housing for low-income persons. During this session, attendees will learn the basics of the LIHTC program and how to implement this tool in their community.

Speaker
Steve Johnson
Director
Colorado Housing & Finance Authority

Mike Buker
Partner
Ice Miller LLP

5:00 pmAdjourn

DAY TWO

12:00 - 12:15 pmOverview of Day 1

Speaker
Mark Barbash
Senior Strategic Advisor
Council of Development Finance Agencies

12:15 - 2:15 pmNew Markets Tax Credit Program

The New Markets Tax Credit (NMTC) was created to address the lack of capital available to business and economic development ventures in low income communities. The NMTC provides the incentive of a federal tax credit to individuals or corporations that invest in Community Development Entities (CEDs) working in targeted low income communities. This session will include experienced New Markets practitioners who will cover the basics of the NMTC program, how investors, developers and CDCs view NMTC, and regulator issues to keep your project in compliance.

Speakers
John Dalton
Partner
Bryan Cave LLP

Pete Byford
NMTC Program Senior Manager
Tax Advantage Group, LLC

Thomas Oldenburg
Business Development & Tax Credit Investments
U.S. Bancorp Community Development Corporation

Dick Davies
Partner
CohnReznick LLP

Joe Iannuzzi
Policy and Program Officer
New Markets Tax Credit Program Office
CDFI Fund

2:15 - 2:30 pmBreak

2:30 - 3:30 pmState Tax Credit Programs for Economic Development

Every state has at least one tax credit program, and many employ a package of diverse tools to address niche industry financing needs. However, several of these programs have been scrutinized, and many states are now restructuring or eliminating their tax credit programs. This session will cover what a quality state tax credit program should include, and will look at a few of the innovative tax credit programs currently being used across the country.

Speaker
Christopher Roney
General Counsel
Finance Authority of Maine

3:30 - 5:00 pmTax Credits as a Source of Gap Finance

By design, Federal tax credit programs are created to advance a national policy objective. The implementation of the programs, however, occurs at the local level through individual projects that are rarely undertaken with only one goal in mind. The resulting question for practitioners is how and when these tools can be employed tactically to advance local objectives. In many instances, the tax credits are used only after other options have failed. This session provides a how to overview for practitioners of the basics of financial gap analysis and how tax credits can fill this gap.

Speakers
Kevin Gremse
Director
National Development Council

Albert Lemus
Senior Vice President
Lowe Enterprises, Inc.

Tony Smith
Executive Vice President
SB Friedman Development Advisors

5:00 pmAdjourn
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Location

The Intro Tax Credit Finance WebCourse will take place on the web through GoToWebinar, an online distance learning software. The course will meet each day on February 15-16, 2017 from 12:00-5:00 pm (Eastern). You must have access to a computer and phone to attend the WebCourse.

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Registration

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

CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate your connection and access to GoToWebinar. CDFA offers group discounts for organizations that wish to register multiple people.

Register before January 27, 2017 for Early-Bird Rates.

Early-Bird RegistrationStandard Registration
Member$550.00$600.00
Non-Member$825.00$875.00

Register Today!
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