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: Annual Summit 2008
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Financing Solutions for First Ring Suburbs: A Focus on Brownfields and Previously Used SitesMembers only Login
Charlie Bartsch, Senior Fellow with ICF International, examines funding sources for first ring suburbs including programs run through federal agencies. Bartsch lists many of the federal financing programs and discusses how they have been used to...
HUD Entitlement FundsMembers only Login
DeeAnn Ducotte presents about the Department of Housing and Urban Development's Entitlement funds. The presentation looks at the Community Development Block Grant (CDBG), HOME, Energy Shelter Grant (ESG), and Housing Opportunities for Person With...
Missouri Economic Development Finance Association: Exploring Missouri's Tax Increment Finance SuccessMembers only Login
John Brancaglione provides an overview of the Missouri Economic Development Finance Association (MEDFA) and the role it has played in shaping the use of TIF across the state. The presentation also explains some of the unique qualities of the...
2008 CDFA Annual Development Finance Summit - Post Page
This page provides links to presentations from the 2008 CDFA Annual Development Finance Summit. These presentations can also be found in the Online Resource Database by searching for keywords related to the session topic.
TIF Case Study: Debt Restructuring Analysis Redevelopment Agency of the City of InglewoodMembers only Login
Ron Browning-Smith talks about the city of Inglewood Redevelopment Authority's use of TIF. The presentation includes details about the financing participants, the deal structure, objectives and results of using this financing tool.
IRBs and Operating Leases: Borrower's PerspectiveMembers only Login
David Bovee, Vice President of Business Development with Zenith Assets, Inc. discusses IRBs and operating leases from the perspective of a borrower. The presentation provides basic definitions of key terms, an overview of operating leases, IRB...
Bond Cap Allocation: Authorizing Tax-Exempt Private Activity Bonds in Washington StateMembers only Login
Liz Green-Taylor presents about the how Washington State's bond allocation program. The presentation looks at the basic structure, initial allocation, set-aside timelines, procedures, applications and trends. The presentation also addresses the...
Deal Structure & Process (Price Finley)Members only Login
Price Finley, President of Argus Growth Consultants, LLC talks about key elements to a TIF deal mainly the Development Agreement.
Student Housing Projects as Urban RedevelopmentMembers only Login
Rich Frampton with the Illinois Finance Authority's presentation discusses the use of bond financing and the role it can play in financing student housing. The presentation looks at both private and public colleges/universities in the Chicago area...
Fannie Mae's Housing Development Tool: Investing with Public Partners to Support HousingMembers only Login
Maria Day-Marshall, Senior Business Manager with Fannie Mae, provides an overview of the government sponsored enterprise, its housing and community development division and some of its programs. The presentation addresses the Community Express...
Seedco Financial ServicesMembers only Login
Bill Grinker with Seedco Financial Services presents about innovative community lending programs. His presentation includes an explanation of the community development lending model, available loan products and financing strategies.
Marketing an IDB ProgramMembers only Login
Peter Glick, Bob Lind, Bill Reisner and May Smith discuss key elements for successfully marketing an IDB program.
College StationMembers only Login
Mike MacPherson with the city of Springfield, MO discusses how the city has used TIF to help finance the College Station project.
Utilizing Governmental Operating & Synthetic Lease StructuresMembers only Login
Tim Long, Managing Director at Robert W. Baird & Co., and Price Finley, Partner at Bricker & Eckler discuss synthetic leasing structures. Their presentation describes the structures and benefits of the various types of leases as well as provides...
The Success of Chesterfield's Tax Increment Finance DistrictMembers only Login
John Nations, Partner with Armstrong Teasdale LLP and Mayor, City of Chesterfield, MO justifies the use of TIF to help revitalize the city after a flood severely devastated the city in 1993.
Oklahoma Capital Investment BoardMembers only Login
Devon Sauzek's presentation about the Oklahoma Capital Investment Board (OCIB) provides an overview of the venture capital industry, the agency's structure, use of tax credits and its mission. The presentation further illustrates the OCIB model.
Virginia P3 Experience: Lessons LearnedMembers only Login
Lloyd Richardson with McGuireWoods LLP presents about Virginia's experience with public private partnerships. The presentation looks at the history of P3's, utilization, problems, solutions and lessons learned in Virginia.
LogistiCenter at Sauk VillageMembers only Login
Louis Vitullo from Wildman, Harrold, Allen & Dixon LLP presents a detailed case study about the LogistiCenter at Sauk Village.
Growing Innovation Capital in Your StateMembers only Login
Sue Strommer, President & CEO, discusses the importance of state venture capital, what states have state venture capital and how it can be grown.
Access to Capital and BeyondMembers only Login
Michelle Stuckey, Manager, Business Finance with the St. Louis Business Development Corporation discusses the agency's revolving loan fund financing program.
Economic Development Corporation of Kansas City TIF ProgramMembers only Login
Missy Wilson discusses how the city of Kansas City, MO used TIF to transform its downtown, in particular the South Loop Plan. The presentation shows what the area looked like in 2003 and how it looks today. The presentation also provides a...
Oregon Revolving Loan Fund 2008Members only Login
John Wahrgren presents about the Oregon revolving loan fund model. His presentation addresses two of the state's programs the Oregon Business Development Fund and the Entrepreneurial Development Loan Fund, including the how the programs were...
Operating Leases: A Dialog with an AccountantMembers only Login
This presentation, given by David Bovee of Zenith Assets, Inc., is a dialogue between an entrepreneur, a CPA and a banker, discussing financing options. The mock dialogue is used to help identify lessons learned.
Main Street Corridor Development Corporation: Broad-based Community DevelopmentMembers only Login
Diane Burnette, Executive Director for Main Street Corridor Development Corporation's (MainCor) Community Improvement District (CID). Her presentation provides a brief history of Kansas City, overview of MainCor, the area's development plan and...
Tax Increment Financing Deal Structure and ProcessMembers only Login
Joseph A. Branca, Managing Director with Banc of America Securities, presents an behind the scenes look at a TIF bond transaction. Hi presentation includes an explanation of the TIF process, the financing structure, non-rated and rated bond issues,...
Clean Renewable Energy BondsMembers only Login
Doug Lamb, with Hunton & Williams LLP presents about the legislative history and guidance of Clean Renewable Energy Bonds (CREBs), as well as the program's allocation, threshold and lessons learned.
Agricultural Loan ProgramsMembers only Login
Gary Smith, CEO/President of the Chester County Industrial Development Authority in Pennsylvania discusses the Next Generation Farmer Loan Program. His presentation gives a brief history of the program, an explanation of Aggie Bond programs and an...
Transit Oriented Development (TOD)Members only Login
John Stainback with Stainback Public/Private Real Estate (SPPRE) discusses public/private partnerships and the role they play in financing transportation oriented development. The presentation provides detailed case study examples of several...
Innovative Community Lending Programs: Charter School Financing PartnershipMembers only Login
Mary Tingerthal with the Housing Partnership Network discusses a unique financing program where tax exempt bonds are used to help finance charter schools.
City of Boonville, MO TIF ProgramMembers only Login
Sarah Gallagher, Economic Development Director for the City of Boonville, MO presents about the city's tax increment finance program and how it was used to help finance the Mid-America Industrial Park.
Green Building FinanceMembers only Login
Charlie Forrest, Senior Vice President with Stern Brothers & Co. presents about green building financing options and the benefits of these types of developments.
Deal Structure & Process - Financial and Gap Analysis: Use of Public SubsidyMembers only Login
Jason Lake with NexGen Advisors, LLC, discusses the role of financial and gap analysis plays in determining the amount of assistance offered in a TIF deal.
Municipal Finance Under the Microscope: Navigating Volatility in the Municipal Finance MarketMembers only Login
Troy Kilpatrick, Managing Director, Municipal Finance with The Bank of New York Mellon, discusses the recent sub-prime mortgage crisis and the effect it is having on the municipal finance market.
First Suburbs Coalition: Post-WW II Remodeling Loan ProgramMembers only Login
Dean Katerndahl, with the Mid-American Regional Council, discusses the First Suburbs Coalition, defines what first suburbs are and the challenges they face. His presentation also talks about the Remodeling Loan Program.
Exploring Federal Home Loan Bank Financing ProgramsMembers only Login
Curt Heidt with the Federal Home Loan Bank of Des Moines presents about the history and mission of the Federal Home Loan Bank (FHLB) and about the financing programs available.
U.S. Small Business Administration: Dennis S. MeltonMembers only Login
Dennis S. Melton, District Director, St. Louis District with U.S. Small Business Administration, presents about some of the U.S. Small Business Administration's financing programs and the important role small businesses play in the economy.
Governor Blunt's DREAM Initiative: Downtown Revitalization Economic Assistance for MissouriMembers only Login
Kim Martin with the state of Missouri, presents about the Governor's DREAM Initiative. The program aims at assisting select communities to access technical and financial assistance necessary for their downtown revitalization plans.
Public Private Partnerships (PPPs) in North American: The Advent of a MarketMembers only Login
Dana Levenson with the Royal Bank of Scotland (RBS) discusses the emergence of public private partnerships as a means of financing infrastructure improvements.
Economic Development Administration: Overview of ProgramsMembers only Login
Robert Olson, Regional Director with the Economic Development Administration explains the agency's investment priorities, policy guidelines and programs. The presentation also provides general information about the EDA and its regional offices.
Three Chicago Infrastructure Privatization Deals: A Road, A Garage, An AirportMembers only Login
John Schmidt at Partner at Mayer Brown LLP discusses three privatization projects the city of Chicago undertook and the key elements that made these deals successful.
TIFs Public Policy GoalsMembers only Login
Cheryl Strickland, Managing Director of Tax Allocation Districts at the Atlanta Development Authority, presents about the Atlanta model for managing its TIF program and developing its public policies.
West Virginia Economic Development Authority: Industrial Development Bond CAP AllocationMembers only Login
David Warner discusses the West Virginia model and how volume cap is allocated and unused allocation redistributed.
New Markets Tax CreditsMembers only Login
Jeff Arnold from Kutak Rock LLP and Marc Hirshman from U.S. Bank present about the U.S. Department of Treasury's New Markets Tax Credit program. The presentation outlines they key deal structures as well as the necessary elements required for...
Community Development FinanceMembers only Login
Matt Ashby, Senior Specialist with the Federal Reserve Bank of St. Louis presents about community development finance. The presentation discusses the goals of development, why it is important and how to finance these activities.
Innovative Approaches to FinancingMembers only Login
John Finke, Director, National Development Council, discusses the role nonprofits can play in transforming first ring suburbs and the financing structure using 501(c)(3) bonds.
Marketing an IDB Program SupplementMembers only Login
Bod Lind with the Community Planning and Economic Development Department at the city of Minneapolis provides a list of resources for communities looking to market their IDB program.
Developing a Sound Revolving Loan FundMembers only Login
Bruce Nuzum with the Iowa Area Development Group presents about Iowa Area Development Group model, its services, partners and lending practices.
Development IncentivesMembers only Login
Ann Perry with the Missouri Department of Economic Development discusses some of the incentive programs used within the state to attract and retain businesses. This presentation describes the incentive programs including tax credits, tax...
Creating a Policy Framework for Well-Structured TIF DealsMembers only Login
Tony Q. Smith of S.B. Friedman & Co., presents about the role well structured public policies play in the TIF process. His presentation addresses what public policies questions should be answered including the size of assistance, limiting...
St. Louis Business Development Fund: St. Louis, MOMembers only Login
The St. Louis Business Development Fund is a unique revolving loan fund that began in 1994 as a partnership with 24 banks and three of the St. Louis region's largest economic development organizations. The St. Louis Business Development Fund was a...
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