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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: Municipal Securities Rulemaking Board (MSRB)
Displaying 1 - 26 of 26 Previous | Next | New Search
Overview of the Taxable Municipal Bond MarketMembers only Login
This MSRB study examines the taxable bond market through the lens of the COVID-19 pandemic. It examines taxable bond issuance volumes during the pandemic and compares them to levels seen during the Build America Bonds program. In many cases, taxable...
Forward-Looking Statements in Municipal Disclosures
Due to recent events related to COVID-19, the SEC released a public statement on May 4, 2020, encouraging municipal issuers and issuers to consider voluntary disclosures of forward-looking information regarding the potential future impacts of...
Managing the Data Revolution in the Municipal MarketMembers only Login
While digital technology has transformed virtually every industry, in certain respects the muni bond market continues to operate in ways that date back to its origins more than 200 years ago. In this Bond Buyer white paper, find out how new...
CDFA - PFM Capital Markets Webinar Series: What Your Bond Finance Team Worries AboutMembers only Login
During this webinar, Bethany Pugh, Managing Director at PFM, Todd Fraizer, Managing Director at PFM, Austin McGuan, Director, Stifel Nicolaus & Company, Matthew Eisel, Managing Director at PFM, and Robert McCarthy, Partner with Bricker & Eckler LLP...
CDFA - PFM Capital Markets Webinar Series: Regulatory Landscape with MSRB and SEC FrameworkMembers only Login
This session discussed the recent amendments and how to prepare. The discussion included insights and reminders about how to remain compliant in all areas from main regulatory bodies for bond financing in the capital markets. Speakers on this...
Timing of Annual Financial DisclosuresMembers only Login
The MSRB’s report finds that the majority of issuers had a commitment date of 180 days or 270 days from the end of the issuer’s fiscal year. Over the last several years, the number of commitments of 180 days has generally decreased while there has...
MSRB Annual Report 2015Members only Login
The Municipal Securities Rulemaking Board's (MSRB) 2015 Annual Report highlights the organization's progress on investor protection initiatives to enhance market structure, its ongoing efforts to improve issuer disclosure practices and the...
CDFA // BNY Mellon Webcast Series: Mastering Disclosure in a Post-MCDC WorldMembers only Login
In this CDFA // BNY Mellon Development Finance Webcast, representatives from Katten Muchin Rosenman LLP and BLX Group covered hot topics in regulations and enforcement.
Opportunities in Debt & Capital Markets FinancingMembers only Login
Bryan Kern, accompanied by a panel of experts, outlines the current state of debt and capital markets, as well as opportunities for financing.
MSRB 2014 Fact BookMembers only Login
The Municipal Securities Rulemaking Board's (MSRB) 2014 Factbook includes comprehensive and historical statistics on the municipal market. Data includes quarterly and yearly aggregate information from 2010 to 2014.
Municipal Securities Rulemaking Board: 2013 Fact BookMembers only Login
The Municipal Securities Rulemaking Board's annual Fact Book provides comprehensive and historical statistics on the municipal market trading patterns, continuing and primary market disclosure, interest rate resets and more.
CDFA // BNY Mellon Webcast Series: Understanding the Role of Municipal and Financial AdvisorsMembers only Login
During this webcast, Lynette Kelly of the MSRB, Leo Karwejna from Public Financial Management and John McNally of Hawkins Delafield & Wood LLP explained the role of the MA and discussed the proposed draft Rule G-42.
Municipal Securities Rulemaking Board - 2013 Annual ReportMembers only Login
The MSRB 2013 Annual Report highlights key moments from the previous year, and defines priorities and effective ways to achieve those priorities.
Preparing for Regulation - A Guide for Municipal AdvisorsMembers only Login
The Municipal Securities Rulemaking Board (MSRB) released a checklist and additional information to help newly registered municipal advisors to assess their readiness for regulatory oversight.
MSRB Glossary of Municipal Securities TermsMembers only Login
The MSRB's glossary of terms is intended to help investors and other market participants get a basic understanding of commonly used municipal market terminology.
Accessing the U.S. Capital MarketsMembers only Login
Sidley Austin produced this excellent primer for entities interested in accessing the U.S. capital markets. This resource provides an overview of securities regulations and laws, the offering process, compliance obligations, exempt offerings, a...
Getting to Know EMMA - Intro Guide for State and Local Governments
MSRB released the 'Getting to Know EMMA' fact sheet to help state and local government officials utilize EMMA to better evaluate municipal financing options, comply with disclosure requirements, and communicate with investors.
MSRB Municipal Bond Investor GuideMembers only Login
This Investor Guide, prepared by the Municipal Securities Rulemaking Board (MSRB), includes information to help investors learn about municipal bonds before making an investment. The MSRB regulates certain financial professionals in the municipal...
MSRB - Continuing Disclosure Statistical SummaryMembers only Login
Municipal Securities Rulemaking Board (MSRB) published this edition of the Continuing Disclosure Statistical Summary which analyzes disclosure documents submitted by issuers to MSRB on an annual, quarterly and monthly basis from July 2009 through...
Using EMMA to Assess Municipal Bond MarkupsMembers only Login
Securities Litigation & Consulting Group released this guide to help interested parties understand MSRB's EMMA and evaluate the broad discretion broker-dealers exercise when selling municipal bonds to the public at markups over the price they buy...
Understanding Municipal Market Indices, Yield Curves and BenchmarksMembers only Login
The MSRB produced this guide to understanding various measures of municipal bond interest rates.
MSRB Rule G-17 Webinar PresentationMembers only Login
The MSRB held this webcast on Rule G-17: Interpretive Notice on Duties of Underwriters to Issuers. Topics include background information, required disclosures, and disclosure timing.
CDFA - BNY Mellon Webcast Series: Proposed SEC Ruling: Volunteer Board Members as Registered Financial Advisors?Members only Login
The U.S. Securities and Exchange Commission issued proposed rules that would require appointed board members of municipal entities to register with both the SEC and the Municipal Securities Rulemaking Board (MSRB) if they advise on the issuance of...
Municipal Auction Rate Securities and Variable Rate Demand Obligations Interest Rate and Trading Trends
This report from the Municipal Securities and Rulemaking Board summarizes trends and key interest rate information for ARS and VRDOs from early 2009 through May 2010
Municipal Securities Rulemaking Board
Justin Pica, Director of Uniform Practice Policy at the Municipal Securities Rulemaking Board, gave this presentation summarizing the MSRB and its role in the market. It includes looks at new MSRB intiatives, including Electronic Municipal Market...
MSRB Rules: The Municipal Securities Rulemaking Board
This is a presentation by Lloyd Richardson about the MSRB rules. The presentation highlights several rules including rule G-37 and G-38, including the recent changes to G-38.
Displaying 1 - 26 of 26 Previous | Next | New Search

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