National Development Finance Summit 2017

National Summit Agenda

Wednesday, November 15, 2017

Wed 8:00 AM
Registration Open
Stop by the CDFA Registration Desk to pick up your conference materials and name badges. All National Summit attendees, speakers, sponsors, and guests must check-in to receive access to any CDFA-related events in Atlanta.
Wed 8:00 AM - 1:00 PM
CDFA Board of Directors Meeting
Wed 8:00 AM - 4:30 PM
2017 CDFA Training Institute
Training Institute
The CDFA Training Institute presents two highly acclaimed training courses for those interested in participating in targeted pre-Summit education. Attendees have the option of choosing one of the following two training courses. Both courses qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program and are an extra fee event.
Advanced Tax Increment Finance Course
Training Institute
CDFA's Advanced Tax Increment Finance Course builds upon CDFA's Intro TIF Course by focusing more concretely on structuring the deal and developing short- and long-term policies. You will also learn about performance monitoring, feasibility analysis and using TIF in conjunction with other development finance tools. This is a special fee event and requires a separate registration.

>>> More Information and Detailed Agenda for the Advanced Tax Increment Finance Course
Intro Rural Finance Course
Training Institute
The Intro Rural Finance Course focuses on how the development finance toolbox can be structured to support rural communities and help them with strategies to invest in infrastructure, redevelopment, and job creation. This course differs from other curriculums in that it focuses on designing programs targeted to serve rural communities. Topics discussed during the course include targeted financing programs available at the federal, state, and local levels for rural communities, along with best practices for employing these financing programs. This is a special fee event and requires a separate registration.

>>> More Information and Detailed Agenda for the Intro Rural Finance Course
Wed 2:00 PM - 5:00 PM
Pre-Summit Workshop: Land Value Capture for Affordable Housing
Infrastructure
David Paul Rosen & Associates (DRA) joins the Lincoln Institute of Land Policy to present a workshop highlighting best practices and state of the art economic analysis, ordinance drafting, and guidance for disposition of publicly owned land to maximize community benefits.
 
The inclusionary housing section of the workshop will include professional instruction on: defining terms for affordable housing; specifying components for an inclusionary housing ordinance; recommending effective stakeholder and publicly review processes to assure ordinance adoption; principles for valuing land; and economic valuation methodology used to quantify financial feasibility of alternative inclusionary housing provisions.

The second section of the workshop will provide guidance on best practices for the disposition of publicly held land to maximize benefits for affordable housing. Participants will learn: the RFQ/RFP processes used to select the most qualified developers capable of realizing agency goals for affordable housing development and the disposition of publicly held lands; key components of the Exclusive Negotiating Agreement (ENA) and the Disposition and Development Agreement (DDA) used to negotiate developer performance; and how to apply DRA’s economic valuation methodology, highest and best use analysis, residual land value analysis, and quantification of the effects of affordable housing requirements on land disposition proceeds. This is a special fee event and requires a separate registration.

Speaker(s)
Wed 6:00 PM - 7:30 PM
CDFA National Summit Kickoff Reception
Networking
Join CDFA and your fellow development finance colleagues as we kick of the 2017 CDFA National Development Finance Summit with networking, food and drink. Welcome to the Atlanta!

Thursday, November 16, 2017

Thu 8:00 AM
Registration Open
Stop by the CDFA Registration Desk to pick up your conference materials and name badges. All National Summit attendees, speakers, sponsors, and guests must check-in to receive access to any CDFA-related events in Atlanta.
Thu 9:00 AM - 10:00 AM
Opening Session: Leveraging Capital for Adaptive Reuse
featuring Atlanta, GA
General
Jump start your day with an energizing breakfast that leads into a topical discussion on revitalization in Atlanta. The Doraville GM Assembly Plant is seeing new investment after being vacant for nearly a decade. This mega mixed-use development will include residences, retail, offices, and public space on the currently underutilized 145 acre lot. What does adaptive reuse and transformational financing look like in Georgia? Learn from the Doraville example as our expert speakers discuss the creative financing and partnerships employed to build this transformational transit-oriented development.
Speaker(s)
Thu 10:15 AM - 11:00 AM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions. Unable to attend one of these five? Don’t worry. All five of these sessions will be offered again during the National Summit giving you more choices in your educational selections.
Creative Brownfield Financing Solutions
featuring Kansas City, MO and Palm Beach, FL
Environment
Brownfield finance is one of the most sought after resources in the development finance industry. Over the past decade, funding and financing for brownfield clean-up and redevelopment has expanded greatly. CDFA is taking the lead nationally to explore comprehensive approaches to financing brownfield remediation and post clean-up development. This session will feature the best of the best in brownfield finance. Don’t miss a moment!
Moderator(s)
Speaker(s)
Creative Stadium Financing Strategies
featuring Atlanta, GA
Best Practices
Communities across the country are being approached by teams to provide financing for new stadiums. In fact, two brand new major league stadiums have been constructed right here in Atlanta. How has Atlanta utilized public financing to support these stadiums while ensuring a positive outcome for the city and region? Listen to local experts as they discuss the process and tools that were utilized to support these capital intensive projects.
Speaker(s)
Financing Strategies to Support Manufacturing Facilities
featuring Baileyville, ME and Toledo, OH
Manufacturing
There has been much talk at the federal level about expanding manufacturing in the United States. States and localities possess immense power to achieve this goal through tools such as Tax Increment Finance (TIF), Tax Credits, Bonds, and Credit Enhancements. During this session, experts will discuss the tools that states and localities can use to support their manufacturing economies.
Moderator(s)
Speaker(s)
  • Sally Garand, Commercial Loan Officer, Finance Authority of Maine
  • Colin Kalvas, Associate, Bricker & Eckler LLP
  • Paul Toth Jr., President & Chief Executive Officer, Toledo-Lucas County Port Authority
Game Changing Revitalization Approaches
featuring Columbia, MD and North Miami Beach, FL
Revitalization
Revitalization is all about transformative impacts, and Columbia and North Miami Beach are leading the way with their financing approaches. These cities have proven that revitalization, fueled by financing, can make transformative change in their community. Big or small communities alike can learn from these stellar examples. Want to learn more? Join Columbia and North Miami Beach to hear about their approach.
Moderator(s)
Speaker(s)
  • Kevin Crowder, Director of Economic Development, Redevelopment Management Associates
  • Mauricio Diaz, Senior Director, Development, The Howard Hughes Corporation
  • Emily Metzler, Senior Vice President, MuniCap, Inc.
  • Chris Sheehan, Director, Stifel Nicolaus & Company, Inc.
Supporting Workforce and Affordable Housing
featuring Augusta, GA and Greenville, SC
HousingRevitalization
In March, the National Low Income Housing Coalition found that there is a shortage of 7.4 million affordable housing units for extremely low income renter households. Investing in housing is critical to preserving the quality of life and supporting the economic future of American cities. However, uncertainty over federal programs such as the Low-Income Housing Tax Credit Program are forcing communities to get creative. Listen as expert speakers discuss the financing programs and organizational structures that can be utilized to develop affordable and workforce housing.
Moderator(s)
  • Emily Moser, Development Analyst, Ohio Capital Finance Corporation
Speaker(s)
Thu 11:15 AM - 12:00 PM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions. Unable to attend one of these five? Don’t worry. All five of these sessions will be offered again during the National Summit giving you more choices in your educational selections.
Groundbreaking Mixed-Use Developments
featuring Detroit, MI and Great Falls, MT
HousingRevitalization
Mixed use developments are becoming increasingly popular in the urban core of American cities. This session will include a case study of the Orleans Landing in Detroit, Michigan and the West Bank Landing in Great Falls, Montana. Learn about the financing packages that will bring acres of new development and millions of dollars of private investment to these two cities.
Moderator(s)
Speaker(s)
  • Brett Doney, President & CEO, Great Falls Montana Development Authority
  • Jennifer Kanalos, Director of Brownfield Redevelopment, Detroit Economic Growth Corporation
  • Bret Stuntz, Regional Manager, AKT Peerless
Highway and Transportation System Financing Strategies
featuring Milwaukee, WI and U.S. Federal Highway Administration
Infrastructure
Infrastructure is a critical asset to attract new development and investments in communities across the nation. It is important for development finance agencies to pair local and federal programs to create a capital stack that can sufficiently fund maintenance and expansions. Is your community looking to attract renewed development through infrastructure investments? Listen to this session to learn about federal and local infrastructure programs that can be leveraged to attract developments such as The Couture in Milwaukee, WI.
Moderator(s)
  • David White, Vice President, The Bank of New York Mellon
Speaker(s)
  • Lori Lutzka, Development Projects Manager, City of Milwaukee
  • Peter Mancauskas, Financial Program Manager, Federal Highway Administration Office of Innovative Program Delivery
  • Mary Schanning, Deputy City Attorney, City of Milwaukee
  • Frederick Werner, Principal Consultant, Werner Marx Innovative Infrastructure Finance
Hospital and Community Facility Finance
featuring Bethel, AK and Kansas City, MO
Health & Higher Education
Community health facilities such as hospitals and YMCA’s have very different financing needs. However, the toolbox for seeing significant attention and their success stories prove that this financing model works. Join this panel of experts to discuss financings for non-profits serving rural and urban communities. You might just walk away with a plan for your local non-profits.
Moderator(s)
Speaker(s)
  • Ron Alston, Senior Vice President, SunTrust Bank
  • Michael Catsi, Economic Development Manager, Tacoma Public Utilities
  • Kelli McClure, Chief Financial Officer, YMCA of Greater Kansas City
  • Jeff White, Principal, Columbia Capital Management, LLC
Leveraging Foundations
featuring Atlanta, GA
Best Practices
The community development industry and its leaders have created a series of tools to connect national pools of capital with local investment opportunities. This funding comes from corporate, philanthropic, and government sources, and forms a national infrastructure to improve the nation’s poorest neighborhoods. Join us for a panel discussion on how foundations in urban regions, such as Atlanta and rural regions of Georgia  are leveraging these resources to promote economic growth and improve their communities.
Speaker(s)
Transformative Neighborhood Investments
featuring Cincinnati, OH and Atlanta, GA
Access to Capital
How can small investments from foundations and community organizations in existing and proven development finance agencies be used to advance social, community, and economic priorities? Cincinnati and Atlanta have put forth two new models and want to share their approaches with you. Listen as expert speakers discuss how new partnerships can be developed to create guarantees, credit enhancements, or capital access programs through state and local development finance agencies.
Moderator(s)
Speaker(s)
  • Darin Hall, President & Chief Executive Officer, Civitas Development Group
  • Amanda Rhein, Executive Director, Atlanta Land Trust
Thu 12:00 PM - 1:15 PM
2017 National Development Finance Summit Luncheon: Financing Solutions for Workforce Development
featuring Baltimore, MD
General
President Trump has called on Congress to provide for up to $1 trillion in new infrastructure investments to repair, expand and improve America’s airports, roadways, ports and cyber systems. Most economists agree that such investments have a large “multiplier effect” on economic performance and are necessary to maintain U.S. competitiveness in the global economy. But who is going to fill all of these jobs to complete the work? CDFA advocates for taking a toolbox approach to development finance, and the same holds true for workforce development. In today's “full-employment” economy, creating workforce systems that can access currently unemployed and under-employed populations and equip them with in-demand skills will be essential. During this special luncheon discussion, hear about one solution being employed in Baltimore, Maryland and how this could translate to your community
Moderator(s)
  • Toby Rittner, President and CEO, Council of Development Finance Agencies
Speaker(s)
Thu 1:30 PM - 2:15 PM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions. Unable to attend one of these five? Don’t worry. All five of these sessions will be offered again during the National Summit giving you more choices in your educational selections.
Collaborative Student and Permanent Housing Finance
featuring Boston, MA and Peoria, IL
Best PracticesHousing
Myriad financing tools exist at state and local levels to support housing developments. This session will feature case studies of the tools and partnerships utilized to support student and permanent housing in Boston, Massachusetts and Peoria, Illinois. Is your community searching for financing for new and revitalized housing developments? Tune into this session to learn about the state and local financing tools you can utilize.
Moderator(s)
Speaker(s)
Creative Access to Capital Solutions
featuring Wyoming and Minnesota
Access to Capital
Access to capital remains a critical challenge for minority and women owned businesses and entrepreneurs. However, forward thinking development finance agencies in Wyoming and Minnesota are removing these barriers with creative access to capital solutions. Trying to address similar challenges? Don’t miss this opportunity to learn from the best.
Moderator(s)
  • Tim Fisher, Director, Government & External Affairs, Council of Development Finance Agencies
Speaker(s)
  • Bob Isaacson, Executive Director, Minnesota Department of Employment and Economic Development
  • Diane Sontum, Co-Founder, Chief Executive Officer, The Local Crowd, LLC
  • Kim Vincent, Co-Founder, Chief Operating Officer, The Local Crowd, LLC
Creative Brownfield Financing Solutions
featuring Kansas City, MO and Palm Beach, FL
Environment
Brownfield finance is one of the most sought after resources in the development finance industry. Over the past decade, funding and financing for brownfield clean-up and redevelopment has expanded greatly. CDFA is taking the lead nationally to explore comprehensive approaches to financing brownfield remediation and post clean-up development. This session will feature the best of the best in brownfield finance. Don’t miss a moment!
Moderator(s)
Speaker(s)
Energy Savings and Conservation Finance Programs
featuring Connecticut and Ohio
Environment
Property Assessed Clean Energy (PACE) programs provide capital for building projects to improve energy efficiency, install renewable energy, and conserve water. PACE financing is paid off through a special assessment on the property that lasts 20-25 years. Connecticut and Cleveland, Ohio have two of the best PACE programs in the nation. Considering establishing a PACE program in your community? Attend this session to learn all the ins and outs.
Moderator(s)
Speaker(s)
  • Caleb Bell, Partner, Bricker & Eckler LLP
  • Rhonda Bever, Director of Finance, Cleveland-Cuyahoga County Port Authority
  • Brian Farnen, General Counsel & Chief Legal Officer, Connecticut Green Bank
  • Ryan Kozak, Managing Director, Huntington Capital Markets
Financing Smart Cities
featuring Pittsburgh, PA
Best Practices
These days everything is growing smarter, even our cities. Installing smart infrastructure allows cities to better deploy maintenance efforts and shape transportation policies. This panel will discuss the different smart city initiatives currently underway and explore the financing mechanisms that support them. Interested in making your city smarter? Join us for this session to learn how.
Moderator(s)
Speaker(s)
Thu 2:30 PM - 3:15 PM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions. Unable to attend one of these five? Don’t worry. All five of these sessions will be offered again during the National Summit giving you more choices in your educational selections.
Financing Strategies to Support Manufacturing Facilities
featuring Baileyville, ME and Toledo, OH
Manufacturing
There has been much talk at the federal level about expanding manufacturing in the United States. States and localities possess immense power to achieve this goal through tools such as Tax Increment Finance (TIF), Tax Credits, Bonds, and Credit Enhancements. During this session, experts will discuss the tools that states and localities can use to support their manufacturing economies.
Moderator(s)
Speaker(s)
  • Sally Garand, Commercial Loan Officer, Finance Authority of Maine
  • Colin Kalvas, Associate, Bricker & Eckler LLP
  • Paul Toth Jr., President & Chief Executive Officer, Toledo-Lucas County Port Authority
Groundbreaking Mixed-Use Developments
featuring Detroit, MI and Great Falls, MT
HousingRevitalization
Mixed use developments are becoming increasingly popular in the urban core of American cities. This session will include a case study of the Orleans Landing in Detroit, Michigan and the West Bank Landing in Great Falls, Montana. Learn about the financing packages that will bring acres of new development and millions of dollars of private investment to these two cities.
Moderator(s)
Speaker(s)
  • Brett Doney, President & CEO, Great Falls Montana Development Authority
  • Jennifer Kanalos, Director of Brownfield Redevelopment, Detroit Economic Growth Corporation
  • Bret Stuntz, Regional Manager, AKT Peerless
Highway and Transportation System Financing Strategies
featuring Milwaukee, WI and U.S. Federal Highway Administration
Infrastructure
Infrastructure is a critical asset to attract new development and investments in communities across the nation. It is important for development finance agencies to pair local and federal programs to create a capital stack that can sufficiently fund maintenance and expansions. Is your community looking to attract renewed development through infrastructure investments? Listen to this session to learn about federal and local infrastructure programs that can be leveraged to attract developments such as The Couture in Milwaukee, WI.
Moderator(s)
  • David White, Vice President, The Bank of New York Mellon
Speaker(s)
  • Lori Lutzka, Development Projects Manager, City of Milwaukee
  • Peter Mancauskas, Financial Program Manager, Federal Highway Administration Office of Innovative Program Delivery
  • Mary Schanning, Deputy City Attorney, City of Milwaukee
  • Frederick Werner, Principal Consultant, Werner Marx Innovative Infrastructure Finance
Hospital and Community Facility Finance
featuring Bethel, AK and Kansas City, MO
Health & Higher Education
Community health facilities such as hospitals and YMCA’s have very different financing needs. However, the toolbox for seeing significant attention and their success stories prove that this financing model works. Join this panel of experts to discuss financings for non-profits serving rural and urban communities. You might just walk away with a plan for your local non-profits.
Moderator(s)
Speaker(s)
  • Ron Alston, Senior Vice President, SunTrust Bank
  • Michael Catsi, Economic Development Manager, Tacoma Public Utilities
  • Kelli McClure, Chief Financial Officer, YMCA of Greater Kansas City
  • Jeff White, Principal, Columbia Capital Management, LLC
Innovative Stormwater Infrastructure Finance
featuring Washington, DC
EnvironmentInfrastructure
Stormwater infrastructure is crucial to American cities, but many cities are plagued with old infrastructure that is incapable of handling increased capacities. DC has taken charge of their stormwater infrastructure as a part of the Clean Rivers Project. This 25-year, $2.6 billion infrastructure program will allow for the control of two billion gallons of water. Join us as we discuss the innovative financing model supporting DC stormwater infrastructure.
Moderator(s)
Speaker(s)
Thu 4:00 PM - 5:30 PM
CDFA Project Marketplace
Marketplace
The CDFA National Summit is a deal-making event at its core. The CDFA Project Marketplace brings this theme to the forefront by featuring projects in search of financing with special presentations, and CDFA National Summit participants are invited to comment on each project and offer technical assistance about potential solutions.

The Marketplace was created with an understanding that it is often difficult to bring the public- and private- sectors together in the same place, and harder still to have each engage in an open discussion about development finance projects. The Marketplace provides an initial platform for those introductions and connections to be made. It also provides communities with a better understanding of the financing resources available to them for their potential projects. 
Thu 4:00 PM - 6:00 PM
The Gathering – The Best of CDFA Networking
Networking
The CDFA 31st National Development Finance Summit will feature “The Gathering.” Join us for this relaxed, interactive, and engaging networking event after a long day of development finance learning. Come for the networking, stay for the drinks!

Ask an Expert: 4:00 PM – 5:00 PM

The Gathering will feature the highly interactive “Ask an Expert”. During “Ask an Expert”, the development finance industry’s leading minds will be available for one-on-one project consulting. Interested in finding out if your project qualifies for bonds, tax increment finance, tax credits, or several other key financing tools? Then join us for “Ask an Expert.”

Technology Showcase: 4:00 PM – 5:00 PM

The Gathering will also feature CDFA’s popular “Technology Showcases”. These interactive and informal sessions feature short discussions and demonstrations of leading development finance technologies. The “Technology Showcases” started five years ago and have become a permanent and highly popular National Summit feature.

CDFA Excellence in Development Finance Awards Ceremony: 5:00 PM

The Gathering will also feature the “CDFA Excellence in Development Finance Awards Ceremony.” During the ceremony, you will learn about each award winner and hear directly from each recipient. Mingle with the award winners, be inspired by their work, and let it fuel you as you participate in events at the National Summit.
Thu 6:30 PM
Atlanta Dining Adventures
Networking
Dining in Atlanta is an unforgettable experience. Atlanta is rife with highly trained, world-class chefs who excel in all areas of cuisine. CDFA has secured several reservations at exclusive Atlanta restaurants on Thursday, November 16 for groups of 4-8 National Summit attendees.

**Details on Restaurants Coming Soon**

To participate in CDFA’s Dining Adventures, indicate your interest in the program when you register for the CDFA National Summit.

Most reservations will occur at 7:00 PM. Please arrive in the hotel lobby 30 minutes prior to your reservation time so that CDFA can help assemble your dinner group. All participants are required to pay for their own meal and transportation to and from the restaurant.
Thu 9:00 PM - 10:00 PM
Drinks With Toby
Networking
Drinks with Toby is a fun and casual way to end the day at the National Summit. Join Toby Rittner, CDFA's President & CEO, for an evening reception and share your stories about what you've learned at the national summit so far.

Friday, November 17, 2017

Fri 8:00 AM
Registration Open
Stop by the CDFA Registration Desk to pick up your conference materials and name badges. All National Summit attendees, speakers, sponsors, and guests must check-in to receive access to any CDFA-related events in Atlanta.
Fri 9:00 AM - 9:45 AM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions.
Collaborative Student and Permanent Housing Finance
featuring Boston, MA and Peoria, IL
Best PracticesHousing
Myriad financing tools exist at state and local levels to support housing developments. This session will feature case studies of the tools and partnerships utilized to support student and permanent housing in Boston, Massachusetts and Peoria, Illinois. Is your community searching for financing for new and revitalized housing developments? Tune into this session to learn about the state and local financing tools you can utilize.
Moderator(s)
Speaker(s)
Creative Access to Capital Solutions
featuring Wyoming and Minnesota
Access to Capital
Access to capital remains a critical challenge for minority and women owned businesses and entrepreneurs. However, forward thinking development finance agencies in Wyoming and Minnesota are removing these barriers with creative access to capital solutions. Trying to address similar challenges? Don’t miss this opportunity to learn from the best.
Moderator(s)
  • Tim Fisher, Director, Government & External Affairs, Council of Development Finance Agencies
Speaker(s)
  • Bob Isaacson, Executive Director, Minnesota Department of Employment and Economic Development
  • Diane Sontum, Co-Founder, Chief Executive Officer, The Local Crowd, LLC
  • Kim Vincent, Co-Founder, Chief Operating Officer, The Local Crowd, LLC
Creative Stadium Financing Strategies
featuring Atlanta, GA
Best Practices
Communities across the country are being approached by teams to provide financing for new stadiums. In fact, two brand new major league stadiums have been constructed right here in Atlanta. How has Atlanta utilized public financing to support these stadiums while ensuring a positive outcome for the city and region? Listen to local experts as they discuss the process and tools that were utilized to support these capital intensive projects.
Speaker(s)
Energy Savings and Conservation Finance Programs
featuring Connecticut and Ohio
Environment
Property Assessed Clean Energy (PACE) programs provide capital for building projects to improve energy efficiency, install renewable energy, and conserve water. PACE financing is paid off through a special assessment on the property that lasts 20-25 years. Connecticut and Cleveland, Ohio have two of the best PACE programs in the nation. Considering establishing a PACE program in your community? Attend this session to learn all the ins and outs.
Moderator(s)
Speaker(s)
  • Caleb Bell, Partner, Bricker & Eckler LLP
  • Rhonda Bever, Director of Finance, Cleveland-Cuyahoga County Port Authority
  • Brian Farnen, General Counsel & Chief Legal Officer, Connecticut Green Bank
  • Ryan Kozak, Managing Director, Huntington Capital Markets
Leveraging Foundations
featuring Atlanta, GA
Best Practices
The community development industry and its leaders have created a series of tools to connect national pools of capital with local investment opportunities. This funding comes from corporate, philanthropic, and government sources, and forms a national infrastructure to improve the nation’s poorest neighborhoods. Join us for a panel discussion on how foundations in urban regions, such as Atlanta and rural regions of Georgia  are leveraging these resources to promote economic growth and improve their communities.
Speaker(s)
Fri 9:00 AM - 12:00 PM
SSBCI Strategy Meeting
With legislation to renew the SSBCI program now in the U.S. Senate, CDFA has convened a meeting for all SSBCI stakeholders to discuss the program's future and the next wave of potential opportunities. The meeting, which is open to all interested National Summit attendees, will focus on current and future legislative initiatives, potential alternative funding sources for state programs, and program best practices.

With legislation to renew the SSBCI program now in the U.S. Senate, CDFA has convened a meeting for all SSBCI stakeholders to discuss the program's future and the next wave of potential opportunities. The meeting, which is open to all interested National Summit attendees, will focus on current and future legislative initiatives, potential alternative funding sources for state programs, and program best practices.
Fri 10:00 AM - 10:45 AM
Breakout Sessions
Attendees can choose from one of the following five breakout sessions.
Financing Broadband Infrastructure at the Local Level
featuring Huntsville, AL
Infrastructure
Availability of high-speed Broadband service within a community is a significant economic development issue, particularly in small to medium size communities. Some communities have chosen to enter the market and provide capital for infrastructure as well as take enterprise risk. The results have been inconsistent and in some cases have led to credit rating declines and pressures on public entity balances. The Huntsville model was fashioned around several baseline premises that led to its success. Attend this session to learn more!
Moderator(s)
  • Philip Dotts, Managing Associate, Public Financial Management
Speaker(s)
Financing Smart Cities
featuring Pittsburgh, PA
Best Practices
These days everything is growing smarter, even our cities. Installing smart infrastructure allows cities to better deploy maintenance efforts and shape transportation policies. This panel will discuss the different smart city initiatives currently underway and explore the financing mechanisms that support them. Interested in making your city smarter? Join us for this session to learn how.
Moderator(s)
Speaker(s)
Game Changing Revitalization Approaches
featuring Columbia, MD and North Miami Beach, FL
Revitalization
Revitalization is all about transformative impacts, and Columbia and North Miami Beach are leading the way with their financing approaches. These cities have proven that revitalization, fueled by financing, can make transformative change in their community. Big or small communities alike can learn from these stellar examples. Want to learn more? Join Columbia and North Miami Beach to hear about their approach.
Moderator(s)
Speaker(s)
  • Kevin Crowder, Director of Economic Development, Redevelopment Management Associates
  • Mauricio Diaz, Senior Director, Development, The Howard Hughes Corporation
  • Emily Metzler, Senior Vice President, MuniCap, Inc.
  • Chris Sheehan, Director, Stifel Nicolaus & Company, Inc.
Supporting Workforce and Affordable Housing
featuring Augusta, GA and Greenville, SC
HousingRevitalization
In March, the National Low Income Housing Coalition found that there is a shortage of 7.4 million affordable housing units for extremely low income renter households. Investing in housing is critical to preserving the quality of life and supporting the economic future of American cities. However, uncertainty over federal programs such as the Low-Income Housing Tax Credit Program are forcing communities to get creative. Listen as expert speakers discuss the financing programs and organizational structures that can be utilized to develop affordable and workforce housing.
Moderator(s)
  • Emily Moser, Development Analyst, Ohio Capital Finance Corporation
Speaker(s)
Transformative Neighborhood Investments
featuring Cincinnati, OH and Atlanta, GA
Access to Capital
How can small investments from foundations and community organizations in existing and proven development finance agencies be used to advance social, community, and economic priorities? Cincinnati and Atlanta have put forth two new models and want to share their approaches with you. Listen as expert speakers discuss how new partnerships can be developed to create guarantees, credit enhancements, or capital access programs through state and local development finance agencies.
Moderator(s)
Speaker(s)
  • Darin Hall, President & Chief Executive Officer, Civitas Development Group
  • Amanda Rhein, Executive Director, Atlanta Land Trust
Fri 11:00 AM - 12:00 PM
Closing Session: Are You Addressing the Business Succession Needs in Your Community?
General
Development finance agencies often have financing solutions for businesses that are new, growing, or expanding. But what kind of solutions might a business need to plan for succession? As more and more business owners near retirement, new solutions are needed to help these businesses transition into new ownership, especially to keep operations and jobs in the community. How can a development finance agency support their local businesses to keep ownership local, profits local, and jobs local? To close out the National Summit, join your peers in development finance for an important discussion about financing solutions to support business succession and explore the range of programs that could be put in place to keep a business thriving.
Moderator(s)
  • Katie Kramer, Vice President, Council of Development Finance Agencies
Speaker(s)
  • John Menke, President, The Menke Group
  • Roy Messing, Loan Fund Coordinator, Ohio Employee Ownership Center
  • Jessica Rose, Chief Financial Officer & Director, The Democracy Collaborative