The Intro Tax Credit Finance WebCourse examines the variety of tax credit programs and their use in economic development efforts. This course discusses the practical application of tax credits for supporting new markets, low-income housing, historic preservation, and other local goals.

From urban redevelopment and historic preservation to housing and energy infrastructure, tax credit programs exist to help communities create jobs and energize economies - yet these innovative tools tend to be underutilized. This course will reach beyond the facts and figures of each program to help attendees learn how to apply tax credits successfully to development opportunities.

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

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Course Objectives Learn about the application of state and federal tax credit programs Hear from leading tax credit professionals from around the country Review best practices and case studies that can be implemented in your community Gain a greater understanding of the partnership opportunities in the tax credit industry

Topics Covered New Markets Tax Credit Program Historic Preservation Tax Incentive Program Low Income Housing Tax Credit Program Innovative state tax credit programs Federal energy tax credit programs

Who Should Attend? Bond issuers Economic development professionals Community development professionals Elected officials Government and nonprofit finance officers Corporate trustees Legal counsel Underwriters Commercial bankers Accountants Financial advisors Policymakers

Course Advisor

Toby Rittner Council of Development Finance Agencies President & CEO, CDFA and Chairman, CDFA Foundation Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most... knowledgeable members of the development finance community representing hundreds of public, private and non-profit development finance agencies. Mr. Rittner runs the day-to-day operations of the Council including the organization’s various educational, advocacy, research, resources, and networking initiatives. He also serves as the Chairman of the Board of Directors for the CDFA Foundation. Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised local, state, and federal leaders, including Presidents Biden and Obama, on economic development finance policy. Through his leadership and guidance, CDFA was successful in preserving private activity bonds and other critical development finance tools during the 2017 tax reform deliberations and has had numerous pieces of legislation introduced in the United States Congress. In 2021, Rittner successfully led a national effort to reauthorize and fund the $10B State Small Business Credit Initiative (SSBCI) program as part of the American Rescue Plan Act. He has written and crafted dozens of strategic finance plans for development finance agencies and advised communities through the world on development finance approaches. Rittner focuses on sustainable finance with an emphasis on infrastructure, clean energy, food systems, small business, and innovations in the development finance industry to drive sustainable outcomes. He has written extensively about impact ready initiatives that leverage and engage capital in ways that drive local sustainability in business and industry and the environment and economy. Rittner is a frequent speaker at local, state, and national conferences and events focused on economic development finance. He has been featured in The Bond Buyer, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and co-author of CDFA's Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency. Rittner is an adjunct faculty member at The Ohio State University and Carnegie Mellon University. He is also a Development Finance Certified Professional (DFCP) and has completed the prestigious Oxford University Sustainable Finance Foundation Course. Mr. Rittner previously served on the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board and is a member of the Advisory Board for the National Community Fund I. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from The Ohio State University. Mr. Rittner was awarded the Ohio State University College of Engineering Distinguished Alumnus Award in 2016. (More)

The Intro Tax Credit Finance WebCourse will take place on Zoom. The course will meet each day from 12:00-5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the course.

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

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.

CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate the connection and access. CDFA offers group discounts for organizations that wish to register multiple people.

Register by September 6, 2024 for Early-Bird Rates.

Early Bird Rates (Ends September 6) CDFA Member: $550 Non-Member: $825

Standard Rates (After September 6) CDFA Member: $600 Non-Member: $875

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