The Advanced Bond Finance Course is designed for professionals who already have an understanding of tax-exempt financing and seek detailed instruction on complex financing techniques. Expert speakers will explore topics including the application of financial derivatives, advance refundings, investing bond proceeds, and how to spot arbitrage issues. This course is an ideal opportunity to enhance your knowledge and maximize your community's ability to finance economic development using tax-exempt bonds.

For professionals who are interested in learning the basics of bonds, CDFA offers an Intro Bond Finance Course which will take place on _______.

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

Course Objectives Understand trends and forces impacting today's volatile bond market Examine key principles of interest rate swaps, when to consider them, and the risks and benefits associated with swaps Discover best practices for negotiating professional fees in a bond transaction Learn about investing bond proceeds, spotting arbitrage issues, calculating yield, and advance refundings Hear from representatives at the IRS and MSRB about current regulatory matters in the bond markets Discuss various forms of credit enhancement and the availability of this form of financing given current market conditions Hear expert panelists explain common challenges in bond transactions and how to overcome them

Topics Covered IRS and financial markets update Interest rate swaps Arbitrage and rebate concepts Advanced refundings Credit enhancement techniques MSRB rules and disclosure requirements Investing bond proceeds

Who Should Attend? Bond Issuers Economic Development Professionals Community Development Professionals Brokers/Dealers and Underwriters Elected Officials Government and Nonprofit Finance Officers Corporate Trustees Legal Counsel Underwriters Commercial Bankers Accountants

Course Advisor

Katie Kramer Ohio Statewide Development Corporation Executive Director Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational... capacity. In her role at CDFA, she leads Government & External Affairs, provides technical assistance to communities, and builds strategic partnerships with foundations, federal agencies, and other industry non-profits to grow the professional acumen of CDFA members and the development finance industry at-large. Ms. Kramer interacts with thousands of development finance practitioners each year, guiding them through their professional development and understanding of the diversity of development finance programs. She has developed numerous courses in the CDFA Training Institute, edited several CDFA publications, and designed marketing and communications collateral for the association. Her writing has been featured in publications and reports on development finance, including those commissioned by The Kresge Foundation, W.K. Kellogg Foundation, World Bank, U.S. Economic Development Administration, U.S. Department of Energy, and U.S. Department of Agriculture. She regularly speaks about development finance at national and local conferences and is a guest lecturer at The Ohio State University. Previously, Ms. Kramer served as CDFA’s Director of Education & Programs and Development Director. Before joining CDFA, Ms. Kramer worked in the Assessment Division at Ballard & Tighe, Publishers as Project Coordinator where she managed projects involved with the development of standardized language tests. Prior to Ballard & Tighe, Ms. Kramer was employed by Scripps College as Assistant Director of the Annual Fund where she organized fundraising campaigns for alumnae, parents, and students. She studied art history at Scripps College and holds a BA in English with honors from Cleveland State University. Ms. Kramer is President of the Board for the Ohio Statewide Development Corporation and serves on the advisory board for Eldon & Elsie Ward Family YMCA. (More)

The Advanced Bond Finance Course will take place on Zoom. The course will meet each day on ______ 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 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.

Register before _____ for Early-Bird Rates.

Early Bird Rates (Ends February 24) CDFA Member: $550 Non-Member: $825

Standard Rates (After February 24) CDFA Member: $600 Non-Member: $875