About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

Advisory Services

×
Intro Property Assessed Clean Energy (PACE) Finance Course
Date: TBD
11:00 AM - 5:00 PM Eastern

-Overview

Property Assessed Clean Energy (PACE) is an innovative financing tool that can be used to support new energy efficiency upgrades, retrofitting, and/ or energy generation on industrial, commercial (C-PACE), and residential (R-PACE) properties. These programs help communities reduce their energy use, lower energy costs, and reduce environmental impacts. Increasingly, PACE is also used to finance various sustainability and resiliency projects. With PACE, property owners have access to low-interest loans provided by private lenders for sustainability-related improvements. Loan payments are then collected through municipalities by incorporating them with the landowner’s yearly property tax payments.

The Intro Property Assessed Clean Energy (PACE) Finance Course will explore the process of creating, operating, and maintaining a community-based PACE program. This two-day course will feature a comprehensive overview of PACE including program design, capital markets analysis, investor attraction, legal and regulatory considerations, market potential, and operations. This training course is designed to put your community on the path to energy efficiency while creating jobs and promoting environmental sustainability.

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.


Course Objectives

  • Learn the basics of PACE, how it functions, and why it is important for energy improvements
  • Tell the difference between the needs of commercial and residential properties
  • Follow the process of setting up a PACE district from start to finish
  • Grasp an understanding of energy bonds and their purpose in providing revenue
  • Discover the many roles involved in completing a successful PACE program
  • Learn how to implement a PACE program in your community
  • Ascertain a knowledge of the financing terms, regulations, and guidelines
  • Hear recommended practices from a number of projects and case studies throughout the country

Topics Covered

  • How PACE works
  • Why use PACE as a financing tool
  • Addressing barriers to PACE implementation
  • Financing process & terms
  • Important regulations & guidelines
  • Management structures
  • How to create a PACE program for a community
  • Example PACE programs from start to finish
  • Residential vs. Commercial
  • PACE Bonds
  • Eligible PACE Products
  • Players involved – designer, administer, contractor, investor, financier, property owner
  • Marketing your PACE program
  • Finding potential investors and contractors
  • Lender consent process

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Broker, dealers, and underwriters
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Attorneys
  • Accountants
  • Financial Advisors
  • Policy Makers

-Agenda

Day 1

11:00 AM - 11:10 AM
Welcome & Overview
Welcome to the Intro Property Assessed Clean Energy (PACE) Finance Course. During this time we will introduce CDFA, explain how to use the online software, and discuss the framework for the course.
11:10 AM - 11:55 AM
Understanding PACE
Property Assessed Clean Energy (PACE) financing removes one of the biggest barriers to energy upgrades: upfront cost. This session breaks down how PACE programs work and why they’ve become a go-to tool for financing energy efficiency and clean energy improvements. Participants will learn how PACE unlocks long-term savings, supports property owners, and advances local energy and sustainability goals.
11:55 AM - 12:35 PM
PACE Players Involved and Their Roles
PACE programs succeed because a diverse group of public and private actors work in coordination. This session breaks down the full PACE ecosystem who’s involved, what each party does, and how their roles intersect to move projects from concept to completion. Participants will gain clarity on how designers, program administrators, contractors, investors, financiers, and property owners collaborate, and why alignment among these players is essential for a smooth, scalable PACE program.
12:35 PM - 12:45 PM
Break
12:45 PM - 1:15 PM
Legal, Policy & Regulatory Considerations
PACE only works when the legal and policy framework is done right. This session focuses on the regulatory, statutory, and financial requirements that allow PACE programs to operate effectively and protect both property owners and lenders. Participants will gain a clear understanding of the policies that enable PACE, why they matter for market confidence and project viability, and what must be in place for successful program implementation.
1:15 PM - 2:10 PM
PACE Financing Options
Launching a successful PACE program starts with the right capitalization strategy. This session explores the range of funding sources used to seed and scale PACE districts, including bonds, grants, and loans, with a focused look at how PACE bonds are structured and issued. Participants will gain practical insight into how communities choose financing options that support program growth, market confidence, and long-term sustainability.
2:10 PM - 3:15 PM
PACE Program Management
Launching a PACE program is one thing, while running it well is what drives long-term success. This session focuses on the practical realities of managing a PACE program from implementation through ongoing operations. Participants will learn how successful communities handle administration, marketing and outreach, contractor certification, staffing, loan servicing, and special improvement district (SID) approvals, gaining a clear roadmap for building and sustaining an effective PACE program locally.
3:15 PM - 3:25 PM
Break
3:25 PM - 4:55 PM
Residential vs Commercial PACE Considerations and Case Studies
PACE is not a one-size-fits-all tool, and residential and commercial properties require different legal, financial, and programmatic approaches. This session compares how PACE financing operates across property types, highlighting the distinct regulations, capital structures, and market dynamics that shape each. The course concludes with in-depth case studies of PACE projects, demonstrating how these approaches are implemented across different states and program models.
4:55 PM - 5:00 PM
Closing Discussion / Final Questions

-Location

The Intro Property Assessed Clean Energy (PACE) Finance Course will take place on Zoom from 11:00 AM - 5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the course.


The next Intro Property Assessed Clean Energy (PACE) Finance Course is not currently on the schedule. Please check back for updates, or contact info@cdfa.net for more information about the CDFA Training Institute.

-Registration

This 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 CDFA Training Courses. 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 login 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.
Standard Rates
CDFA Member: $625
Non-Member: $950