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CDFA Summer Institute
August 4-8, 2025
Daily: 11:00 AM - 5:00 PM Eastern

Register Today

-Overview

Say goodbye to traditional online learning and hello to a faster, smarter way to advance your career. The CDFA Summer Institute delivers a complete, comprehensive development finance education in half the time!

This year, CDFA is debuting an all-new executive format — designed for busy professionals. Over five days, we’re offering five 6-hour streamlined learning experiences from the CDFA Training Institute, making it easier than ever to take multiple courses. No overlapping sessions. No fluff. Just focused, intensive learning designed to fit your schedule.

Learn how Bonds, Tax Increment Financing, Tax Credits, and Revolving Loan Funds work — all in one week!

All five courses are eligible for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Register for all five courses and fast-track your path to certification!

Why the executive format?
Engage in accelerated learning designed for the busy professional.

  • Take multiple courses in one week
  • Build a broad, integrated understanding of Development Finance
  • Learn through real-world, relevant case studies that connect theory to practice

Why the DFCP Program?
Unlock your career potential with the DFCP certification!

  • Gain in-depth expertise in development finance
  • Boost your credibility
  • Stand out in a competitive industry

Maximize your savings with the DFCP Program’s 6-course Package — buy five courses and get the sixth free!

Register


Course Objectives

  • Complete majority 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
  • Tax Increment Finance (TIF)
  • Revolving Loan Funds
  • Federal Programs
  • Best Practices for Development Finance Agencies

Who Should Attend?

  • Bond Issuers
  • Economic Development Professionals
  • Community Development Professionals
  • 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)
Lori DeWine Lori DeWine
Council of Development Finance Agencies
Managing Director
Lori DeWine is Managing Director of the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA) where she oversees the State Small Business Credit Initiative (SSBCI), Greenhouse Gas Reduction Fund, and Revolving Loan Fund... (More)
Fawn Zimmerman Fawn Zimmerman
Council of Development Finance Agencies
Managing Director, CDFA Advisory Services
Fawn Zimmerman is Managing Director of CDFA Advisory Services at the Council of Development Finance Agencies (CDFA). In her role, Fawn assists development finance agencies nationwide with strategic planning, finance program development, grant... (More)

-Agenda

Monday, August 4, 2025

Mon 11:00 AM - 5:00 PM
Fundamentals of Economic Development Finance Course
The Fundamentals of Economic Development Finance Course is the foundation for all of CDFA’s educational offerings and provides attendees with a basic understanding 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.

View course agenda

Tuesday, August 5, 2025

Tue 11:00 AM - 5:00 PM
Intro Bond Finance Course
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.

View course agenda

Wednesday, August 6, 2025

Wed 11:00 AM - 5:00 PM
Intro Revolving Loan Fund Course
The Intro Revolving Loan Fund Course offers an in-depth look at RLF program development, implementation, and management. This course demonstrates how an RLF program can complement your economic development strategy, encourage investment, and assist traditionally underserved businesses.

View course agenda

Thursday, August 7, 2025

Thu 11:00 AM - 5:00 PM
Intro Tax Increment Finance Course
The Intro Tax Increment Finance Course offers an in-depth look at the guiding principles and appropriate application of TIF. Topics discussed include the basics of TIF, negotiating and structuring TIF deals, understanding various financing structures, and combining TIF with different capital sources. Several case study examples from active TIF deals will be presented with explanations for how the community was proactively engaged in the process.

View course agenda

Friday, August 8, 2025

Fri 11:00 AM - 5:00 PM
Intro Tax Credit Finance Course
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.

View course agenda

-Location

CDFA Summer Institute will meet each day from 11:00 AM - 5:00 PM Eastern online via Zoom. You must have access to a computer and internet to attend. Please note that these courses will not be recorded.

-Registration

Participants may register for up to five courses during this event. All training courses qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program.
Early Bird Rates
CDFA Member: $500
Non-Member: $825
Standard Rates
CDFA Member: $625
Non-Member: $950


Register