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Intro Bond Finance Course
Daily: 12:00-5:00 PM Eastern

-Overview

Bonds are the bedrock of development finance and are used to help build roads, bridges, sewers, city halls, hospitals, and thousands of public and private projects. For over a century, bonds have been spurring development and redevelopment and are a major driver for job creation and economic growth.

CDFA’s highly acclaimed Intro Bond Finance Course provides an in-depth look at governmental and qualified private activity bonds, with a focus on industrial development bonds (IDBs), 501(c)(3) non-profit bonds, exempt facility bonds, and other special bond programs authorized by the federal government.

The Intro Bond Finance Course addresses the basic requirements for issuing a bond, the rules and regulations that govern tax-exempt and taxable bonds, the major players involved in a bond transaction, and the roles and responsibilities of both public and private sector participants. Plus, attendees will learn about the tax-exempt bond market, the ratings process, how to buy and sell bonds, and ongoing continuing disclosure.

This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address local economic challenges. Learn how to bring economic growth to your community by utilizing the vast resources of the development bond finance industry.

For professionals who already have an understanding of tax-exempt bond financing and seek detailed instruction on complex financing techniques, CDFA offers an Advanced Bond Finance Course.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Join us online and start down the road to personal and professional advancement today.


Course Objectives

  • Discuss the difference between governmental and private activity bonds and when to use them
  • Learn which projects qualify for financing using industrial development bonds, 501(c)(3) bonds, and other forms of private activity bonds
  • Discover best practices employed by successful issuing authorities from across the country
  • Gain a greater understanding of the various players involved in a bond transaction and why each role is important
  • Examine the bond transaction process from start to finish
  • Review federal tax rules and filing requirements

Topics Covered

  • Governmental and qualified private activity bonds
  • Small issue and 501(c)(3) bonds
  • Internal Revenue Code rules
  • Roles of bond counsel, underwriters, and trustees
  • Bond ratings and credit analysis
  • Structuring and sizing bond issues
  • How bonds are sold
  • Ongoing continuing disclosure

Who Should Attend?

  • Bond Issuers
  • Economic Development Professionals
  • Community Development Professionals
  • Brokers/Dealers and Underwriters
  • Elected Officials
  • Government and Nonprofit Finance Officers
  • Attorneys
  • Accountants
  • Financial Advisors
  • Policy Makers

Course Advisor

Lori DeWine Lori DeWine
Council of Development Finance Agencies
Managing Director
Lori DeWine is Managing Director of the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA) where she oversees the State Small Business Credit Initiative (SSBCI), Greenhouse Gas Reduction Fund, and Revolving Loan Fund... (More)

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