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CDFA Virtual Summer School
August 2-12, 2021
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 seven 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, three, or four 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 2-3, 2021
Wednesday & Thursday
August 4-5, 2021


CDFA Virtual Summer School: Week 2 Course Schedule

Monday & Tuesday
August 9-10, 2021
Wednesday & Thursday
August 11-12, 2021


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
  • Housing
  • 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)
Darnell Moses Darnell Moses
Council of Development Finance Agencies
Vice President
As Vice President of Development Finance with CDFA, Mr. Moses works within all facets of CDFA. His expertise enhances the work in Research and Technical Assistance, including working on CDFA Publications; Government Affairs including participating... (More)
Malcolm Guy Malcolm Guy
Council of Development Finance Agencies
Coordinator, Government & External Affairs
As a Coordinator of Government & External Affairs at the Council of Development Finance Agencies (CDFA), Malcolm Guy is primarily responsible for the organization’s government affairs and legislative activities. Mr. Guy manages relationships with... (More)
Ariel Miller Ariel Miller
Council of Development Finance Agencies
Manager, Research and Technical Assistance
Ariel Miller is a Research & Technical Assistance Manager with the Council of Development Finance Agencies (CDFA). Her work is primarily focused on the W.K. Kellogg Foundation-funded initiative “Defining the Food System Asset Class,” through which... (More)
Allison Rowland Allison Rowland
Council of Development Finance Agencies
Manager, Research & Technical Assistance
As Manager of Research and Technical Assistance for the Council of Development Finance Agencies (CDFA), Allison oversees all of CDFA’s food systems finance work, including the W.K. Kellogg Foundation-funded initiative to “define the food system... (More)

-Agenda

Monday, August 2, 2021

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 3, 2021

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

Wednesday, August 4, 2021

Wed 12:00 PM - 5:00 PM
Intro Bond Finance Course - Day One
The Intro Bond Finance Course provides an in-depth look at the various types of bonds and when to use them. The course teaches best practices for successful issuances and examines a bond transaction from start to finish. This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address local economic challenges.
Intro Housing Finance Course - Day One
The Intro Housing Finance Course will explore how the development finance toolbox can be utilized to support a myriad of housing challenges and opportunities as well as how development finance agencies can become key partners to housing developments in their community. Speakers will walk through the multitude of diverse capital sources layered into housing deals based on the type of housing being developed. Attendees will delve into innovative case studies from across U.S. of how investment in an effective housing financing strategy can help drive the success of local economic development.

Thursday, August 5, 2021

Thu 12:00 PM - 5:00 PM
Intro Bond Finance Course - Day Two
At the start of Day 2, this course reviews some important terms and sets the stage for the remaining sessions focused on the more technical aspects of bond financing, including the rules and structuring the bond issue.
Intro Housing Finance Course - Day Two
The Intro Housing Finance Course will explore how the development finance toolbox can be utilized to support a myriad of housing challenges and opportunities as well as how development finance agencies can become key partners to housing developments in their community. Speakers will walk through the multitude of diverse capital sources layered into housing deals based on the type of housing being developed. Attendees will delve into innovative case studies from across U.S. of how investment in an effective housing financing strategy can help drive the success of local economic development.

Monday, August 9, 2021

Mon 12:00 PM - 5:00 PM
Advanced Revolving Loan Fund Course - Day One
The Advanced Revolving Loan Fund Course builds on CDFA’s Intro RLF Course by providing in-depth instruction on loan underwriting and portfolio management. Topics discussed during this course include analyzing borrower documents, performing financial analysis, and making loan decisions based on the mission and lending criteria of your RLF.
Intro Infrastructure Finance Course - Day One
The Intro Infrastructure Finance WebCourse 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.

Tuesday, August 10, 2021

Tue 12:00 PM - 5:00 PM
Advanced Revolving Loan Fund Course - Day Two
The Advanced Revolving Loan Fund Course builds on CDFA’s Intro RLF Course by providing in-depth instruction on loan underwriting and portfolio management. Topics discussed during this course include analyzing borrower documents, performing financial analysis, and making loan decisions based on the mission and lending criteria of your RLF.
Intro Infrastructure Finance Course - Day Two
The Intro Infrastructure Finance WebCourse 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.

Wednesday, August 11, 2021

Wed 12:00 PM - 5:00 PM
Advanced Tax Credit Course - Day One
The Advanced Tax Credit Course will take a deeper dive into the use and applicability of tax credits. Building on the basic structure of tax credits covered in the Intro to Tax Credit Course expert speakers will discuss details of New Markets Tax Credits (NMTC) and Low- Income Housing Tax Credits (LIHTC) through the lens of all parties and how they come together on a given transaction. Case studies will be presented to inform attendees on how tax credits work with other economic development tools such as bonds, to make projects work.
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 covers basic P3 concepts, key players involved in transactions, asset valuation, contract negotiation, risk assessment, revenue stream development, and feasibility analysis. 

Thursday, August 12, 2021

Thu 12:00 PM - 5:00 PM
Advanced Tax Credit Course - Day Two
The Advanced Tax Credit Course will take a deeper dive into the use and applicability of tax credits. Building on the basic structure of tax credits covered in the Intro to Tax Credit Course expert speakers will discuss details of New Markets Tax Credits (NMTC) and Low- Income Housing Tax Credits (LIHTC) through the lens of all parties and how they come together on a given transaction. Case studies will be presented to inform attendees on how tax credits work with other economic development tools such as bonds, to make projects work.
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 12:00-5:00 PM Eastern online. You must have access to a computer and internet to attend.

-Registration

CDFA Virtual Summer School is a 2- week long series of courses presented by the CDFA Training Institute. Participants may register for up to four courses during CDFA Virtual Summer School.

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

When you register for four courses during CDFA Virtual Summer School, you will receive a $100 discount off the total registration fee.

Click the Register button to view the total fees and discounts available for CDFA Summer School.

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CDFA National Sponsors

  • Baker Tilly
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd LLC
  • gener8tor
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
Become a Sponsor