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CDFA Virtual Summer School
August 7-15, 2023
Daily: 12:00 PM - 5:00 PM Eastern

Register Today

-Overview

CDFA Virtual Summer School is a 2-week long series of courses presented by the CDFA Training Institute. CDFA Virtual Summer School will offer five different training courses, all held online. Learn from our expert practitioners and experience CDFA's most interactive educational event of the year - all from the comfort of your own home or office!

All courses at CDFA Virtual Summer School qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Participants may register for one, two, or three courses during this two-week-long event. Complete three courses, and you will have fulfilled half of the requirements for the DFCP Program. Join us online, and start down the road to personal and professional advancement today.

The schedule for CDFA Virtual Summer School is outlined below. Click on the course name to learn more about the topic and agenda:

CDFA Virtual Summer School: Week 1 Course Schedule

Monday & Tuesday
August 7-8, 2023
Wednesday & Thursday
August 9-10, 2023


CDFA Virtual Summer School: Week 2 Course Schedule

Monday & Tuesday
August 14-15, 2023


Register

Course Objectives

  • Complete half of the course requirements for the DFCP Program
  • Learn about essential development finance tools and techniques
  • Meet industry peers from across the country
  • Discover new financing programs to create in your community
  • Build your professional skills in financing economic development
  • Network with the top minds in development finance

Topics Covered

  • Bonds
  • Tax Credits
  • Rural Development
  • Infrastructure
  • Public-Private Partnerships (P3)
  • Revolving Loan Funds
  • Federal Programs
  • Best Practices of Development Finance Agencies

Who Should Attend?

  • Bond Issuers
  • Economic Development Professionals
  • Community Development Professionals
  • P3 Practitioners
  • Developers
  • Broker/Dealers and Underwriters
  • Elected Officials
  • Government and Nonprofit Finance Officers
  • Attorneys
  • Accountants
  • Financial Advisors
  • Policy Makers

Course Advisor

Toby Rittner Toby Rittner
Council of Development Finance Agencies
President & CEO
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... (More)
Angela Blatt Angela Blatt
Council of Development Finance Agencies
Director, Research & Technical Assistance
As Director of Research & Technical Assistance with the Council of Development Finance Agencies (CDFA), Angela focuses on the W.K. Kellogg Foundation-funded initiative “Defining the Food System Asset Class,” whereby CDFA explores opportunities for... (More)
Mitchell Smith Mitchell Smith
Council of Development Finance Agencies
Director, Government & External Affairs
Mitchell Smith is the Director of Government and External Affairs at the Council of Development Finance Agencies.

Previously, Mitchell worked for the Ohio Legislative Service Commission on the education research team and served as the committee... (More)
Zeyu Zhang Zeyu Zhang
Council of Development Finance Agencies
Manager, Research & Technical Assistance
Zeyu Zhang is a Manager of Research & Technical Assistance for the Council of Development Finance Agencies (CDFA). Her focus areas include bond, infrastructure finance, energy, PACE, and P3. She contributes to the team by managing federal programs,... (More)

-Agenda

Monday, August 7, 2023

Mon 12:00 PM - 5:00 PM
Fundamentals of Economic Development Finance Course - Day One
The Fundamentals course provides the foundation for all of CDFA’s educational offerings. The course helps attendees understand the basics of bonds, tax increment finance, tax credits, revolving loan funds, federal programs, and best practices of development finance agencies. This course provides the insight and practical information needed to critically understand how economic development is financed and the tools, strategies, and techniques used to build strong communities. 

Tuesday, August 8, 2023

Tue 12:00 PM - 5:00 PM
Fundamentals of Economic Development Finance Course - Day Two

Wednesday, August 9, 2023

Wed 12:00 PM - 5:00 PM
Intro Bond Finance Course - Day One
The 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.
Intro Infrastructure Finance Course - Day One
The Intro Infrastructure Finance Course will bring together development finance experts from different infrastructure disciplines to analyze the financing tools being used nationwide. This interactive web course will help communities understand the fundamental concepts behind infrastructure projects with a focus on raising capital to achieve local and regional needs. In addition, this webcourse will explore the cutting-edge structures and approaches being deployed to accelerate new investment in America’s 21st-century infrastructure.

Thursday, August 10, 2023

Thu 12:00 PM - 5:00 PM
Intro Bond Finance Course - Day Two
The first day of the Intro Bond Finance WebCourse discussed bonds from a global perspective and introduced the basic concepts and players involved. At the start of Day 2, we will review some important terms and set the stage for the remaining sessions focused on the more technical aspects of bond financing, including the rules, and structuring the bond issue.
Intro Infrastructure Finance Course - Day Two
Day 2 will begin with a review of key takeaways from Day 1 and the agenda for the second half of the course. Attendees will learn about using development finance tools for transportation, energy, water, and broadband infrastructure.

Monday, August 14, 2023

Mon 12:00 PM - 12:00 PM
Intro Seed & Venture Capital Finance Course - Day One
CDFA’s Intro Seed & Venture Capital Finance Course explores the growing seed, venture capital, and angel investment industry and provides an overview of capital formation models at the local, regional, and state levels that foster entrepreneurial environments. This course also focuses on programs that use public-sector connections, resources, and coordination to drive sustainable, long-term private-sector investment.
Mon 12:00 PM - 5:00 PM
Intro Public-Private Partnership (P3) Finance Course - Day One
The Intro Public-Private Partnership (P3) Finance Course examines this emerging development finance model with a focus on how development finance agencies can adopt P3 principles to address a variety of projects. This course will cover basic P3 concepts, key players involved in transactions, asset valuation, contract negotiation, risk assessment, revenue stream development, and feasibility analysis. In addition, several P3 projects from across the country will be presented, and P3 experts will analyze the successful elements in each deal.

Tuesday, August 15, 2023

Tue 12:00 PM - 12:00 PM
Intro Seed & Venture Capital Finance Course - Day Two
Tue 12:00 PM - 5:00 PM
Intro Public-Private Partnership (P3) Finance Course - Day Two
The first day of the Intro P3 Finance WebCourse looked at the overall P3 concept, the market for P3 projects, how to identify partners, and various ways to structure the deal. At the start of Day 2, we will review some important concepts and set the stage for the remaining sessions.

-Location


CDFA Virtual Summer School will meet each day from 12:00 PM - 5:00 PM Eastern online via Zoom. You must have access to a computer and internet to attend.

-Registration

Participants may register for up to three courses during this event.

When you register for three courses during CDFA Virtual Summer School, you will receive a $125 discount off the total registration fee.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.
Standard Rates
CDFA Member: $375
Non-Member: $500


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