2013 CDFA Ohio Financing Roundtable Conference
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CDFA Ohio Financing Roundtable

2013 CDFA Ohio Financing Roundtable Conference

--Fostering & Maximizing Development Finance Partnerships--

September 4 - 5, 2013
Dublin, Ohio

CDFA would like to thank the following organizations for sponsoring the 2013 CDFA Ohio Financing Roundtable Conference.

Annual Roundtable Sponsor

BNY Mellon
Bricker & Eckler LLP
Finance Fund
Frost Brown Todd, LLC
Ice Miller LLP
KeyBanc Capital Markets
PNC Capital Markets
Squire Sanders
Stifel Nicolaus

Conference Premium Sponsor

Calfee, Halter & Griswold LLP
Cleveland International Fund
Vorys, Sater, Seymour and Pease LLP

Conference Supporting Sponsor

Bellwether Enterprise
Cohen & Company
Development Finance Authority of Summit County
Taft, Stettinius & Hollister LLP

For information about sponsoring the CDFA Ohio Financing Roundtable, review the sponsor prospectus and visit the sponsorship agreement or contact CDFA.


Join the CDFA Ohio Financing Roundtable this September 4-5, for our fifth annual conference focused on “Fostering & Maximizing Development Finance Partnerships". This one and a half day conference will feature a number of economic development finance experts and leaders from around the state discussing new development finance tools, resources, authorities, and approaches and how these methods can move Ohio’s economy forward.

During this highly interactive event, a special emphasis will be placed on forming collaborations among public and private partners as a means to overcome financial barriers and accomplish development goals. Within this subject area, speakers will cover the anatomy of the innovative deals featured and explain which strategies and financial mechanisms were most effective in the Buckeye State. The conference will take place at the OCLC Conference Center in Dublin and is supported by over a dozen of the state's finest development finance leaders. Register today to reserve your spot.


The following is the preliminary agenda scheduled for this conference. The main areas of content outlined below will be covered, but modifications may be made to accommodate speakers and timing. Check this page regularly for confirmed agenda and other updates.

Day One

8:30 am Registration Opens

9:00 – 9:45 am Fostering & Maximizing Development Finance Partnerships

In an effort to overcome limited resources without compromising project goals, many communities have found success in forming collaborations with local businesses and community partners. During this session, finance leaders will explore the potential of these collaborations and discuss how they can be the key to propelling your development project to the next level.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

Christine Nelson
Vice President
Team Northeast Ohio

9:45 – 11:00 am Ohio’s Bond Financing Competitive Advantage

The Buckeye State has one of the most sophisticated and effective collection of bond financing programs of any state in the nation. Join industry experts as they explore bond financing case examples which have proven to be effective tools in addressing critical infrastructure needs, supporting community development initiatives, and driving business and industry investment.

Moderator and Speaker:

Ryan Kozak
Senior Managing Consultant
Public Financial Management


David Rogers
Frost Brown Todd, LLC

Kip Wahlers
Ice Miller

11:00 – 11:15 am Networking Break

11:15 am – 12:00 pm TIF, CURCs & Special Assessment Finance Strategies

Tax Increment Financing, Community Urban Redevelopment Corporations, and Special Assessment Districts have become powerful financing mechanisms which are available to help communities concentrate development opportunities into targeted locations. Within this session, presenters will discuss their experience using these tools to catalyze public improvements that spur private investment.


Price Finley
Bricker & Eckler LLP

Chad Munitz
Executive Vice President

William Webster
Deputy Director
City of Columbus

12:00 – 1:15 pm Lunch - A Shale of an Opportunity

With almost half of Ohio sitting over the Utica shale, the state is seeing a significant increase in oil and natural gas drilling activity. During this session, industry experts will discuss the opportunities and challenges which exist for the development finance industry in regards to shale development in the Buckeye State. Among the topics to be covered is the proper use of Road Use Maintenance Agreements (RUMAs).

Moderator and Speaker:

Chris Connelly
Associate Attorney
Vorys, Sater, Seymour and Pease LLP


David Mustine
Managing Director

Craig Sturtz
Senior Attorney
Squire Sanders

1:15 – 2:15 pm The Case for Small Business Finance in Ohio

Ohio’s small businesses are essential to the state’s well-being. According to the SBA, Ohio’s small businesses generate between 60-80% of all new jobs and create 13 times more patents per employee than large companies. However, small businesses are repeatedly overlooked and underutilized in many economic growth strategies and financing programs. This session will focus on financing opportunities which can support cities in their efforts to nurture and grow local small businesses.


Steve Strnisha
Chief Executive Officer
Cleveland International Fund


Mark Barbash
Chief Operating Officer
Finance Fund

Scot Hardin
Lead Lender Relations Specialist
U.S. Small Business Administration

Steve Shuleva
Loan Officer
Ohio Statewide Development Corporation

2:15 – 2:30 am Networking Break

2:30 – 3:30 pm Clean Energy & Energy Efficiency Success Stories

Opportunities to finance energy projects are increasingly being made available through both public and private sector participants. When used correctly, these programs can stimulate investment in our communities by supporting projects that increase energy efficiency and deploy advanced energy technologies. During this session, presenters will discuss their hands-on experience with programs and financing options which exist to support clean energy and energy efficiency.


Teresa Metcalf Beasley
Senior Counsel
Calfee, Halter & Griswold LLP


Andy Holzhauser
Chief Executive Officer
Greater Cincinnati Energy Alliance

Kevin Moyer
Executive Director
Toledo-Lucas County Port Authority

Kate Tompkins
Squire Sanders

3:30 – 5:00 pm Urban, Suburban & Rural Breakout Discussions

Communities across Ohio face challenges in accessing capital for their development projects. By working together, solutions can be crafted to overcome these financing challenges. During this highly interactive session, leaders from urban, suburban, and rural Ohio will guide breakout discussions geared toward addressing the concerns and interests of our respective communities.

Discussion Leaders:

Tracey Nichols
Director of Economic Development
City of Cleveland

Chris Lipson
Senior Development Specialist
City of Dayton

Jeff Harris
Economic Development Manager
City of Worthington

John Glazer

5:00 pm Day One Closing Remarks

Day Two

8:00 am Registration Opens

8:30 – 9:10 am Breakfast - The Clean Energy + Bond Finance Initiative

The Clean Energy + Bond Finance Initiative, launched in August 2012 by Clean Energy Group and CDFA, is dedicated to enhancing the use of bond finance for clean energy development. Join Lew Milford from Clean Energy Group as he discusses innovative state programs, financial market imperatives, energy finance policy, and more.


Lew Milford
Clean Energy Group

9:15 – 9:30 am Opening Remarks


Ryan Burgess
Assistant Director
Ohio Development Services Agency

9:30 am – 12:00 pm Development Finance Resources from JobsOhio and the Ohio Development Services Agency

Economic development in Ohio has experienced dramatic change over the past few years. With JobsOhio now leading the way attracting jobs and capital investment, the Ohio Development Services Agency has assumed the role of supporting and overseeing this effort, while still administering a slew of key programs in areas such as business services, community assistance, brownfield remediation, technology innovation, workforce development, and energy efficiency. Two years after its creation, how far have we come? During this session, head officials from both organizations will discuss the past, present, and future of economic and community development in the state of Ohio. Don’t miss this opportunity to hear the latest information on the state’s new programs and initiatives for supporting growth in your community.


David Mustine
Managing Director

Sadicka White
Chief of Community Services Division
Ohio Development Services Agency

12:00 pm Resources for Supporting Development Finance & Closing Remarks

There are hundreds of finance resources in the development finance toolbox, yet economic developers continue to rely on a select few. As we wrap up the 2013 CDFA Ohio Financing Roundtable Conference, attendees will get a brief overview of the resources, tools, strategies and opportunities for supporting development finance in the Buckeye State.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies


The 2013 CDFA Ohio Financing Roundtable Conference will take place at The Conference Center at OCLC.

The Conference Center at OCLC
6600 Kilgour Place
Dublin, OH, 43017
Phone: 614-761-5077

From East to West:
Take I-270 N to exit 17A to merge onto OH-161 E/US-33 E. toward Dublin. At the first light, stay in the inner left-hand turn lane and make a left at Post Rd. Take an immediate right onto Kilgour Place. Follow the signs to The Conference Center at OCLC.

From the North:
Take I-270 W to exit 17A to merge onto OH-161 E/US-33 E. toward Dublin. At the first light, stay in the inner left-hand turn lane and make a left at Post Rd. Take an immediate right onto Kilgour Place. Follow the signs to The Conference Center at OCLC.

From the South:
Take I-270 N to exit 17A to merge onto OH-161 E/US-33 E. toward Dublin. At the first light, stay in the inner left-hand turn lane and make a left at Post Rd. Take an immediate right onto Kilgour Place. Follow the signs to The Conference Center at OCLC.

Parking is free and is located either in the front or rear of the building.

The Conference Center at OCLC has negotiated preferred rates at area hotels based upon availability.

Embassy Suites
Contact: Robin Rankin
5100 Upper Metro Place
Dublin, OH 43017
614-790-9000 or 1-800-362-2779

Crowne Plaza Hotel
Contact: Linda Emmons
600 Metro Place North
Dublin, OH 43017


Registration rates vary depending on whether you are a CDFA member or non-member.

CDFA Member: $125
Non-Member: $175