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.

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Displaying 1 - 25 of 25 Previous | Next | New Search
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: Emerging Technology and the Capital MarketsMembers only Login
During this webinar, Bethany Pugh, Managing Director with PFM, Robert Novembre, CEO & Founder of Clarity Market Holdings, Lindsey Brannon, Head of Finance at Neighborly, and Gregg Bienstock, CEO & Co-Founder of Lumesis discussed how emerging...
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...
2019 Proposed Bond Reissuance RegulationsMembers only Login
The Department of the Treasury's IRS released new Proposed Regulations regarding Bond Reissuance. The Proposed Regulations address the subject of “reissuance” in connection with issues of tax-exempt obligations. The Proposed Regulations...
Partners Involved: Bond CounselMembers only Login
Michael Allen of Ice Miller LLP presents on the role of the bond counsel in bond transactions.
Arbitrage Compliance Guide for IssuersMembers only Login
This publication is a basic guide to the yield restriction and rebate requirements from the IRS. Understanding the arbitrage requirements can help issuers and conduit borrowers comply with their obligations and prevent violations of the arbitrage...
Primer On Monitoring Post-Issuance ComplianceMembers only Login
This audio cast from the IRS covers the importance of implementing post-issuance compliance procedures and regularly monitoring those procedures to preserve the status of tax-advantaged bonds over the entire life of the bonds. Tax-advantaged bonds,...
Post-Issuance Compliance ChecklistMembers only Login
The National Association of Bond Lawyers (NABL) and the Government Finance Officers Association (GFOA) have jointly developed the following checklist to assist bond counsel in discussing with issuers and conduit borrowers, as applicable, post...
Compliance Guidelines for Tax-Exempt BondsMembers only Login
This document explains the guidelines and practices that Stanford follows to remain in compliance with rules relating to tax-exempt bonds. Compliance is required both upon the issuance of the bonds and during the post-issuance phase which extends...
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...
Conduit Issuer ResponsibilitiesMembers only Login
This is part two, Conduit Issuer Responsibilities, of a three-part series for conduit issuers of tax-exempt financing This module focuses on some of the responsibilities conduit issuers have in ensuring, compliance necessary to retain the...
Post-Issuance Compliance Sample PolicyMembers only Login
This is a sample post-issuance compliance policy from Quarles Brady.
Considerations for Developing Post-Issuance Tax Compliance ProceduresMembers only Login
The National Association of Bond Lawyers (NABL) has prepared this publication in coordination with the Government Finance Officers Association (GFOA) to assist issuers and conduit borrowers and their advisors in establishing effective procedures to...
IRS Publication 4078: Private Activity BondsMembers only Login
This IRS Publication 4078, Tax-Exempt Private Activity Bonds, provides a revised overview of the general federal tax law rules that apply to qualified private activity bonds.
IRS Publication 4077: 501(c)(3) BondsMembers only Login
This publication from the IRS describes rules that apply to a particular type of qualified private activity bonds: qualified 501(c)(3) bonds. This Publication also addresses practices and steps an issuer or 501(c)(3) organization can take to protect...
Recent Trends in Tax-Exempt Bond FinanceMembers only Login
Chris Burnham of the Development Finance Authority of Summit County in Ohio shares some recent trends in bond issuances that the agency has experienced.
Issuing Bonds - The RulesMembers only Login
Ben Barker of the California Municipal Financial Authority and Linda Schakel of Ballard Spahr LLP detail the various rules and items to monitor during issuance of tax exempt bonds.
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...
Post-Issuance Compliance and the SECMembers only Login
Alexandra MacLennan gives a deep dive on the critical components of post-issuance compliance and the role of the SEC.
Success in Post-Issuance Compliance ProgramsMembers only Login
Debbie Todd discusses three keys to success for post-issuance compliance programs.
Best Practices Post-Issuance Compliance Members only Login
Lisa Danka from the Arizona Department of Transportation goes over best practices in post-issuance compliance.
The Role of Tax Exemption in Post-Issuance ComplianceMembers only Login
Todd Cooper from Squire Patton Boggs examines the power the IRS has to mandate post issuance compliance, and their ability to remove an entity's tax-exempt status.
Mastering Disclosure in a Post-MCDC WorldMembers only Login
In these slides from the CDFA // BNY Mellon Development Finance Webcast, representatives from Katten Muchin Rosenman LLP and BLX Group go over the hot topics in enforcement.
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.
Due DiligenceMembers only Login
This presentation by Steve Grizzell of InnoVentures Capital Partners discusses the due diligence process for angel, seed, and venture investments.
Displaying 1 - 25 of 25 Previous | Next | New Search

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