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Research & Advisory Services

CDFA's Research & Advisory Services is the nation's first non-profit information and consulting service solely dedicated to development finance. With unparalleled access to the nation's top agencies and professionals in development finance, CDFA helps to transform organizations' development finance knowledge, operations, and programs. Download and view our printable overview here.

-Services

CDFA’s Research & Advisory Services employs an individualized approach. To complete each project, CDFA taps into a deep network of development finance industry professionals to find true peers. This peer-based approach means that the people working on your project are capable of not only providing expert advice on how to improve your development finance operations, but also of seeing your community’s challenges—and opportunities—from your perspective. The end result is a product that is informative, actionable, realistic, and personal.

CDFA utilizes 30+ years of experience in the industry, broad development finance industry network as well as the CDFA Online Resource Database—holding nearly 10,000 documents—to address organizations' needs in a wide variety of development finance sectors. Our services include a range of products that can improve your programs, organization, and community in a number of ways. CDFA offers services to development finance agencies, communities, non-profits, and industry professionals, including:

  • Strategic Planning
  • Board Leadership Training
  • Seminars & Workshops
  • Research & White Papers
  • Custom Program Design & Evaluation
  • Innovation Finance Services
  • Revolving Loan Fund Services
  • Subcontracting
  • Additional Services
CDFA's Research & Advisory Services are available at competitive, reasonable costs. As a national association dedicated to the advancement of development finance concerns and interests, the Council's goal is to maximize the effectiveness of the industry's professionals and organizations.
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-Past Clients

CDFA has worked with dozens of clients over the past decade on a variety of projects. Below is a snapshot of our past client experiences.

Technical Assistance

  • Development Finance Authority of Summit County
    Strategic Economic Development Plan

  • Detroit/Wayne County Port Authority
    Strategic Economic Development Plan

  • Commerce Rhode Island
    Small and Micro Business Lending Program Report

  • The World Bank
    Financing Mechanisms for Addressing Remediation of Site Contamination

  • Business Oregon
    Benchmarking State Business Capital Programs

  • Cadmus Group (for U.S. Department of Energy)
    Energy Investment Partnerships: How State and Local Governments are Engaging Private Capital to Drive Clean Energy Investment

  • New Mexico Finance Authority
    State Finance Agency White Paper

  • New Jersey Economic Development Authority
    Revenue Allocation District White Paper

  • LISC Milwaukee
    City of Milwaukee Tax Increment Finance White Paper & Recommendations

  • Newark Downtown Core Redevelopment Corporation
    Financing Programs Analysis Report

  • New Jersey Economic Development Authority
    Revenue Allocation District White Paper

  • State of Arizona Department of Commerce - Strategic Planning Recommendations
    Economic Development Finance Needs and Options for “Moving Arizona Forward” Initiative

Training & Workshops

  • New York State Economic Development Council
    Basics of Renewable Energy Finance Seminar

  • Business Oregon
    Oregon Private Activity Bond Finance Conference

  • Oklahoma Department of Commerce
    Tailored Fundamentals of Economic Development Finance Seminar

  • Pennsylvania State Association of Township Supervisors
    Tailored Fundamentals of Economic Development Finance Seminars

  • Mid-America Economic Development Council
    Tailored Fundamentals of Economic Development Finance Seminar

  • Texas Economic Development Council
    Tailored Fundamentals of Economic Development Finance Seminar

  • Texas Economic Development Council
    Tailored Basics of Bond Financing Seminar

  • Texas Economic Development Council
    Tailored Tax Increment Reinvestment Zone Seminar

  • Southern Economic Development Council
    Tailored Introduction to Development Finance Seminar

  • Texas Economic Development Council
    Tailored Basics of Bond Financing Seminar

  • Pennsylvania Economic Development Association
    Tailored Tax Increment Finance Seminar

  • North Carolina Economic Developers Association
    Tailored Tax Increment Finance Seminars

  • LISC Milwaukee
    Tailored Tax Increment Finance Policy and Practice Seminar

  • National Association of Home Builders
    Tailored Finance Workshop

  • New Jersey Economic Development Authority
    Tailored Revenue Allocation District Financing Seminar

  • Ohio Economic Development Association & Ohio Department of Development
    Tailored Bond Finance Field Seminar

  • Georgia Institute of Technology: Economic Development and Technology Ventures
    Tailored Tax-Exempt Revenue Bond Financing Seminar

  • International Economic Development Council
    Tailored Advanced Bond Finance Training Course

  • Pennsylvania Economic Development Association
    Tailored Revenue Bond and Mortgage Finance Seminar
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CDFA National Sponsors

  • Alaska Industrial Development and Export Authority
  • Baker Tilly Virchow Krause
  • Ballard Spahr LLP
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • MB Financial Bank, NA
  • McCarter & English, LLP
  • McGuireWoods
  • Miles & Stockbridge P.C.
  • NW Financial Group, LLC
  • SB Friedman Development Advisors
  • Squire Patton Boggs
  • Stern Brothers & Co.
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
Become a Sponsor