Technical Assistance


Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: 2013 National Development Finance Summit
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CDFA-BNY Mellon Webcast Series: Credit Enhancement: Letter of Credit & Bond Insurance OptionsMembers only Login
Moderator Tony Portuondo of BNY Mellon led a panel of industry experts as they discussed how credit enhancement works, what to expect given current market conditions, and the types of projects that have most successfully utilized bond insurance.
CDFA-Stifel Nicolaus Webcast Series: Disaster Recovery Financing SolutionsMembers only Login
Laura Radcliff with Stifel Nicolaus led a panel of experts as they discussed how communities redevelop after natural disasters. Hear from local experts who shared successful financing solutions and first-hand experience restoring neighborhoods,...
CDFA-Stern Brothers Renewable Energy Finance Webcast Series: Energy Efficiency (EE) & Renewable Energy (RE) Financing Best PracticesMembers only Login
Despite market constraints and questions about the long term viability of new technology, innovative deals are being completed across the country. Moderator Les Krone with Stern Brothers & Co, led a panel of industry experts as they explored energy...
Best Practices: Engaging Independent Financial AdvisorsMembers only Login
Jim Snyder with Ice Miller presides over a panel of expert financial advisors. Snyder provides a brief overview of engaging financial advisors and covers topics such as hiring an independent advisors, selection process, significant considerations,...
Food Systems Overview - Brightseed StrategiesMembers only Login
Nessa Richman with Brightseed Strategies covers a variety of topics relevant to local food systems financing including defining a food system, consequences of global food system, identifying stakeholders and building partnerships, sources of capital...
The Financial Advisor Role in Public Private PartnershipsMembers only Login
Dennis Enright with NW Financial Group describes the strengths of P3 deals, basic deal structure, reasons to stay private or go public, and how the financial advisor plays a role throughout the process.
The Deal: TIF and Tax Credit Strategies for Sustained Smart GrowthMembers only Login
Stephen Friedman with SB Friedman introduces a panel of national TIF and tax credit experts to discuss the framework for policy-driven TIF and tax credits.
TIF & Tax Credit Strategies for Sustainable Smart GrowthMembers only Login
Price Finley with Bricker & Eckler discusses a variety of case studies where TIF and tax credits were used to finance sustainable, smart growth developments.
CEFIA - Clean Energy Incentive ProgramsMembers only Login
Brian Farnen with Clean Energy Finance and Investment Authority (CEFIA) discusses the organization's clean energy inventive programs. Farnen demonstrates the array of programs the green bank is able to offer, that are rare within the traditional...
Energy Efficiency & Renewable Energy Financing Best PracticesMembers only Login
Anita Molino with Bostonia Partners discusses Energy Efficiency (EE) & Renewable Energy (RE) financing best practices including energy financing basics, issues with aggregation, markets, cost of capital, public-private partnerships, and case studies.
A Tale of Two States: Mechanisms for Pooled Energy FinanceMembers only Login
Steven Klein with First Infrastructure highlights how states with similar goals and different approaches were able to provide lower cost finance for energy loans. Klein explores the steps taken by both Alaska and New York and the unique obstacles...
Ehlers - Engaging Independent Financial AdvisorsMembers only Login
Steve Apfelbacher with Ehlers demonstrates the essential functions financial advisors play during structuring development finance projects. Apfelbacher explores regulations, TIF analysis, competitive bond sale factors, negotiated offerings, and...
CDFIs and the Food System - Opportunity Finance NetworkMembers only Login
Dafina Willams with Opportunity Finance Fund shares insight to the relationship between CDFIs and food systems financing and how CDFIs are leveraging significant investment in low-income, disadvantaged communities across America. Williams highlights...
Local Food Systems Finance 101 - Low Income Investment FundMembers only Login
Sajan Philip with the Low Income Investment Fund (LIIF) discusses New York's healthy food and healthy communities fund, timeline of policy and programs implemented, fund objectives, project examples, and leveraging other sources.
Transit-Oriented Development Case StudiesMembers only Login
Robert Ardolino with Urban Innovations presents complex, major case studies to highlight to elements of transit-oriented development financing. Ardolino explores sources of financing, public and private roles, challenges to implementation,...
Energy Efficiency & Renewable Energy Project Risk MitigationMembers only Login
Les Krone with Stern Brothers & Co. leads a panel of energy efficiency and renewable energy experts to discuss recently completed deals. This introduction provides some insight into project risk mitigation and two recent, nationally publicized...
The PFM Group - Engaging Independent Financial AdvisorsMembers only Login
Ryan Kozak with Public Financial Management describes the importance of engaging independent financial advisors at the conception of proposed development projects, essential functions of the financial advisor, evaluation of development proposals and...
City of Twin Falls - Presentation by Melinda AndersonMembers only Login
Melinda Anderson from City of Twin Falls and Twin Falls Urban Renewal Agency presents an overview of the unique challenges Twin Falls faces and provides insight to how the city utilized tax-increment financing to finance a transformational $450M...
Best Practices: Accessing Capital for Local Microfinance EffortsMembers only Login
Jean DeBellis with Portfol and PIDC provides an overview of Philadelphia's economic development corporation, PIDC resources, partnerships, financial tools, CDFIs, and their Portfol software designed for economic development.
PGAV - TIF & Tax Credit Strategies for Sustainable Smart GrowthMembers only Login
John Brancaglione with PGAV gives a thorough overview of TIF and tax credits and how these tools can be used to bolster smart growth and sustainability initiatives through establishing public policy at the local level. Brancaglione also presents a...
Maximizing the EB-5 OpportunityMembers only Login
Moderator Peter Joseph with IIUSA leads a session featuring the country's EB-5 experts as they showcase recent deals, finding investors, immigration process, and proving job creation & exit strategies.
Infrastructure Financing Options for Transit-Oriented DevelopmentMembers only Login
Lee Sobel with Robert Charles Lesser & Co., Public Strategies Group talks transit-oriented development, the process beginning with a community plan, existing finance tools, financing challenges, and recent project deal structures.
Strategic Economics: Transit-Oriented Infrastructure FinanceMembers only Login
Sarah Graham with Strategic Economics offers solutions to overcoming many challenges associated with implementing transit-oriented development. Graham points to particular planning strategies, research, funding sources, and financing tools.
Idaho Collateral Support Program - Assisting Small Businesses Access CreditMembers only Login
Cory Phelps with Idaho Housing and Finance Association (IHFA) provides an overview of IHFA's access to capital tools, eligible loans, program highlights, partnerships and more.
An Overview: NYCEDC Culinary IncubatorsMembers only Login
Carly Chase with New York Economic Development Corporation (NYCEDC) presents on financing local food systems. Chase provides a background on NYCEDC, the NYCEDC incubators initiative, culinary incubators, and economic impact analysis of NYC...
IRS Tax Exempt Bonds: Enforcement and OutreachMembers only Login
Chris Woodin of the Internal Revenue Service (IRS) provides insight into regulatory and enforcement issues, due diligence, reporting, and ongoing monitoring of muni securities.
USDA Rural Development - Rural Business & Cooperative ProgramsMembers only Login
Mark Brodziski with the U.S. Department of Agriculture presents various USDA Rural Development programs and financing mechanisms that can support local food sourcing, vending, and aggregation.
Clean Energy Finance Progress and ProspectsMembers only Login
Michael Paparian with California State Treasurer's Office reports on the state of energy financing, specifically with emerging or nontraditional financing models for clean energy investment at the state level. Paparian discusses financing sources...
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  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
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