-Overview
Fast-track your professional growth with multiple core courses in one week. The CDFA Summer Institute delivers a complete, comprehensive development finance education in half the time!
The Summer Institute consists of five executive format courses designed for busy professionals. Courses are scheduled without overlap, allowing participants to complete multiple core classes in a single week while building a practical, integrated understanding of development finance.
Summer Institute coursework covers key development finance tools and concepts, including:
- The Fundamentals of Economic Development Finance
- Bonds
- Tax Increment Financing (TIF)
- Tax Credits
- Revolving Loan Funds (RLFs)
The Summer and Winter Institutes are the only opportunities in 2026 to complete CDFA’s core introductory training courses, several of which are recommended for the Development Finance Certified Professional (DFCP) certification. Make plans now to take advantage of these limited, high-value learning opportunities.
Why Attend the CDFA Summer Institute
- Complete multiple courses in one week
- Build a broad understanding of essential development finance tools
- Learn from seasoned practitioners
- Connect with peers across the development finance field
Development Finance Certified Professional (DFCP) Program
All Summer Institute courses are eligible for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program.
DFCP Program Package Option
Maximize your savings with the DFCP Program’s 6-course Package — buy five courses at the early bird rate and get the sixth at an additional 50% off!
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
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Topics Covered
- Bonds
- Tax Credits
- Tax Increment Finance (TIF)
- Revolving Loan Funds
- Federal Programs
- Best Practices for Development Finance Agencies
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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
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Course Advisor
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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 ... knowledgeable members of the development finance community representing hundreds of public, private and non-profit development finance agencies. Mr. Rittner runs the day-to-day operations of the Council including the organization’s various educational, advocacy, research, resources, and networking initiatives. He also serves as the Chairman of the Board of Directors for the CDFA Foundation.
Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised local, state, and federal leaders, including Presidents Biden and Obama, on economic development finance policy. Through his leadership and guidance, CDFA was successful in preserving private activity bonds and other critical development finance tools during the 2017 tax reform deliberations and has had numerous pieces of legislation introduced in the United States Congress. In 2021, Rittner successfully led a national effort to reauthorize and fund the $10B State Small Business Credit Initiative (SSBCI) program as part of the American Rescue Plan Act. He has written and crafted dozens of strategic finance plans for development finance agencies and advised communities throughout the world on development finance approaches.
Rittner focuses on sustainable finance with an emphasis on infrastructure, clean energy, food systems, small business, and innovations in the development finance industry to drive sustainable outcomes. He has written extensively about impact ready initiatives that leverage and engage capital in ways that drive local sustainability in business and industry and the environment and economy.
Rittner is a frequent speaker at local, state, and national conferences and events focused on economic development finance. He has been featured in The Bond Buyer, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and co-author of CDFA's Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency.
Rittner is an adjunct faculty member at The Ohio State University and Carnegie Mellon University. He is also a Development Finance Certified Professional (DFCP) and has completed the prestigious Oxford University Sustainable Finance Foundation Course.
Mr. Rittner previously served on the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board and is a member of the Advisory Board for the National Community Fund I. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from The Ohio State University. Mr. Rittner was awarded the Ohio State University College of Engineering Distinguished Alumnus Award in 2016. (More)
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-Agenda
Monday, August 24, 2026
Tuesday, August 25, 2026
Wednesday, August 26, 2026
Thursday, August 27, 2026
Friday, August 28, 2026
Monday, August 24, 2026
| 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.
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Tuesday, August 25, 2026
| Tue 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.
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Wednesday, August 26, 2026
| Wed 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.
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Thursday, August 27, 2026
| Thu 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.
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Friday, August 28, 2026
| Fri 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.
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-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