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CDFA Illinois Conference


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Join the CDFA Illinois Financing Roundtable for the third annual conference on May 13, 2015. 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 Illinois economy going forward.

The conference will take place at the offices of Seyfarth Shaw LLP in Chicago and is supported by dozens of the state's finest development finance leaders.

In addition, attendees are invited to attend a pre-conference session and reception on Tuesday, May 12, at 5:00 pm at the offices of Katten Muchin Rosenman LLP, 525 W. Monroe Street, Chicago, IL. Register today to reserve your spot at the 2015 Illinois Financing Roundtable Conference. 



The agenda is subject to change. Check this page regularly for confirmed speakers and other updates.

Tuesday, May 12

5:00 pmBLX/Katten Session on Post-Issuance Compliance with SEC & IRS Bond Requirements

The tax-exempt bond market is under heightened scrutiny by an ever-growing list of regulators, including the IRS, the SEC and the MSRB, with a large part of their focus on post-issuance compliance with federal securities and tax law.  Issuers and borrowers should have policies and procedures in place to ensure that the interest on their bonds will remain tax-exempt and that they are in compliance with their ongoing continuing disclosure requirements. BLX senior representatives Alan Bond, Sandee Stallings, and Jeff Higgins will join Katten Muchin Rosenman partners Milt Wakschlag, Renee Friedman, Janet Hoffman and Michael Diver to share their extensive experience in preventing problems before they arise, solving them when they are discovered, and defending against federal sanctions for them when all else fails.

The discussion will focus on the main compliance requirements in the following areas: 

· Private Business Use and IRS Form 990 - Schedule K
· Secondary Market Disclosure and MCDC
· Arbitrage Rebate Computation, Payment, Late Payment, and Refund of Overpayment
The panel will be held at the offices of Katten Muchin Rosenman LLP, 525 W. Monroe Street, Chicago, IL, on May 12, 2015 at 5:00 pm and will be followed by networking, cocktails and hors d’oeuvres.

Wednesday, May 13

8:30 amRegistration Opens

9:00 - 9:15 amWelcoming Remarks & Overview of Day

The CDFA Illinois Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the third annual CDFA Illinois Financing Roundtable Conference, CDFA President & CEO Toby Rittner will deliver welcoming remarks.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

9:15 - 10:15 amPublic-Private Partnership: Getting it Right

Public-private partnerships (P3) are a potentially powerful development finance tool, and great care must be taken to structure and price projects appropriately. During this session, presenters will examine the ways in which P3s are being used in Illinois, how to get P3s done right, and the opportunities for making the most of this financing tool.


Roger Driskell
Acting Director
Office of Innovative Project Delivery/Deputy Director of Highways
Illinois Department of Transportation

Karl Marschel
Bryan Cave LLP

Mark Morehouse
Managing Director
William Blair & Company

10:15 - 10:25 am Networking Break

10:25 - 11:00 amMarket Watch – The Economic Development Climate in Illinois

How is Illinois’ economy fairing? What economic development trends are economists, bankers and other professionals experiencing throughout the state? Join industry experts and top development finance leaders as the Roundtable discusses the state’s economic development finance climate, access to capital opportunities and the prospect for economic advancement.


Courtney Pogue
Deputy Director of Economic Development
Cook County

John Sassaris
Group President
MB Financial Bank

11:00 am - 12:00 pmRedevelopment and Targeted Financing Strategies

Smart communities all over Illinois are learning to build upon and leverage existing assets to meet their economic and community development goals. Long-standing redevelopment tools such as TIF, New Markets Tax Credits and special assessment districts can boost blighted areas, while brownfields are being tackled around the state like never before. In this session, the panel will discuss their experience bringing in public and private dollars to address problem areas.


Mike Weber
Peckham Guyton Albers & Viets, Inc

Geoff Dickinson
Senior Project Manager
S.B. Friedman & Company

Alan Kennard
Senior Counsel
Seyfarth Shaw

12:00 - 1:00 pmLunch with Keynote Speaker


Michael Hoffman
Chief Operating Officer
Illinois Department of Commerce and Economic Opportunity

1:00 - 2:00 pmOpportunities in Debt & Capital Markets Financing

Debt financing remains the most powerful financing tool for most types of development, even while markets and regulations keep issuers, borrowers and investors on their toes. Hear from our expert panel as they discuss today’s bond market in Illinois and potential economic development impacts of bond finance and other debt instruments.


Bryan Kern
KPM Financial


Steve Apfelbacher
Senior Financial Advisor & President

Steve Eikenberry
Senior Vice President
First American Bank

Jimmy Shanahan
Shanahan & Shanahan LLP

Jim Snyder
Ice Miller LLP

2:00 - 2:40 pmGrowing Investment in Local Food Systems

The food system is critical to developing and sustaining a healthy economy, and yet many communities are “food deserts”—locations without sufficient access or jobs related to a mature food system. This session will explore the role development finance plays in supporting the food sector and the types of financing tools on the table for growing investment in the local food system.


Penny Hexdall
Area Director
USDA Rural Development

Dana Lieberman
Managing Director of Lending

2:40 - 2:45 pmNetworking Break

2:45 - 4:00 pmLet's Make a Deal

Let's make a deal! During this interactive session, presenters will overview programs that need financing with hopes to strike a deal. If you are currently looking for financing on a project, contact CDFA to be eligible to share your project. If you are looking to underwrite or fund a project, come learn about the deals available. After the presentations are complete, that's when the deal-making will begin. The session will transition into an interactive networking event to match the projects with financing.


Robert Winner
Seyfarth Shaw


Chicago Access Corporation (CAN TV)
CAN TV is an independent nonprofit organization established to administer and promote the use of Chicago's public access channels. CAN TV is currently planning a new stand-alone facility. The project consists of 20,000 sq foot building with parking and two separate wings for administrative staff and other TV studio space.

Chicago Infrastructure Trust
Chicago Infrastructure Trust created by executive order of Mayor Emanuel to assist the City of Chicago, City government and its sister agencies in providing alternative financing. The Trust is pursuing financing for projects that can be executed / proven on a limited basis or in a limited geography, then repeated on a broader basis.

The Institute of Cultural Affairs
The Institute of Cultural Affairs is looking for funding on the ICA GreenRise building. They are seeking over $2.5 million in new funding/financing to address a range of capital improvements including facade repairs, plumbing replaces and HVAC upgrades as they continue to create a "green culture".

4:00 pmThe Future of Development Finance & Closing Remarks


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

4:00 - 5:00 pmCDFA Excellence Awards Presentation and Networking Reception

The CDFA Illinois Financing Roundtable is as much about education as it is about networking and engagement. Join in the celebration of the 2015 CDFA Illinois Roundtable Excellence Awards winners while enjoying drinks with fellow colleagues, sponsors and CDFA staff.


The 2015 CDFA Illinois Financing Roundtable Conference will take place at the offices of Seyfarth Shaw LLP in Chicago.

Seyfarth Shaw
131 South Dearborn Street 
Suite 2400
Chicago, IL 60603 
Phone: 312-460-5000 

Traveling by CTA Train
From locations within the city, take the Red or Blue line to the Monroe Station. 

Driving Directions

Take I-90 or I-290 to Congress Pkwy-Chicago Loop heading East. Take left on Dearborn Street. Seyfarth Shaw will be on the right. 


Self parking is available at 17 East Adams Street at a rate of $16 per day. 


Registration rates vary depending on whether you are a CDFA member or non-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: $125
Non-Member: $175

CDFA would like to thank the following organizations for sponsoring the 2015 CDFA Illinois Financing Roundtable Conference.

Venue Sponsor

Seyfarth Shaw LLP

Conference Premium Sponsor

Bryan Cave Leighton Paisner LLP Fifth Third Bank Ice Miller LLP KeyBanc Capital Markets SB Friedman Development Advisors

Conference Supporting Sponsor

Reyes Kurson

For information about sponsoring the CDFA Illinois Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement or contact CDFA.