The Intro Tax Credit Finance Course 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 are 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. Join us online and start down the road to personal and professional advancement today.

Register

Course Objectives Learn about the application of state and federal tax credit programs Hear from leading tax credit professionals from around the country Explore how various tax credit programs are structured and utilized in capital stacks 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 Marlon Roberts Council of Development Finance Agencies Coordinator, Knowledge and Networks Marlon Roberts is a Coordinator in the Knowledge and Networks Division at The Council of Development Finance Agencies (CDFA). In this role, Marlon supports research initiatives focused on capital markets and the evolution of development finance... tools, such as Revolving Loan Funds and Tax Increment Financing (TIF). His work ensures CDFA provides clients with the data and best practices necessary to successfully fund community projects. Marlon possesses a Bachelors of Arts in Public Policy, Management, and Leadership from The Ohio State University, with a Minor in City and Regional Planning. Prior to joining CDFA Marlon had worked in Workforce Development and led projects at IMPACT Community Action and held various positions in local government. Outside of work Marlon enjoys staying active, playing pickleball, and traveling. (More) Noelle Sheets Council of Development Finance Agencies Vice President, CDFA and Executive Director, CDFA Foundation Noelle Sheets is Vice President overseeing the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA), and Executive Director of the CDFA Foundation. She plays a pivotal role in shaping CDFA's future direction and... ensuring the organization remains at the forefront of development finance. Ms. Sheets came to CDFA in 2019, bringing with her more than 20 years of experience in nonprofit association management gained through positions at SSTI, the National Association of the Remodeling Industry of Central Ohio, and the Girl Scouts of Ohio's Heartland. As VP of the Knowledge & Networks Division, Ms. Sheets implements strategies to expand, energize, and optimize CDFA’s portfolio of work including the CDFA Training Institute, CDFA Advisory Services, membership, sponsorship, and event activities. As Executive Director of the CDFA Foundation, Ms. Sheets designs and coordinates the Foundation’s activities, focusing on creating equitable and inclusive opportunities for socially and economically disadvantaged individuals and communities involved in the development finance industry. She is deeply passionate about the Foundation’s mission and actively champions initiatives such as the CDFA Foundation Scholarship Program and the Caren S. Franzini Fellowship Program. She is skilled at connecting with people authentically and positively, leading to effective collaboration and shared success. Ms. Sheets holds a Bachelor of Arts Degree in Public Relations from Capital University. (More)

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. Please note that the application deadline is two weeks prior to the course start date.

CDFA permits only one person to log in 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.

Early Bird Rates (Ends February 6) CDFA Member: $500 Non-Member: $825

Standard Rates (After February 6) CDFA Member: $625 Non-Member: $950

Register