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CDFA Winter Institute
February 22-26, 2027
Daily: 11:00 AM - 5:00 PM Eastern

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-Overview

Fast-track your professional growth with multiple core courses in one week. The CDFA Winter Institute delivers a complete, comprehensive development finance education in half the time!

The Winter 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.

Winter Institute coursework covers key development finance tools and concepts, including:

  • The Fundamentals of Economic Development Finance
  • Bonds
  • Tax Credits
  • Revolving Loan Funds (RLFs)
  • Tax Increment Financing (TIF)

The Winter and Summer Institutes are the only opportunities in 2027 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 Winter 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 Winter 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!

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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

-Agenda

Monday, February 22, 2027

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, February 23, 2027

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, February 24, 2027

Wed 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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Thursday, February 25, 2027

Thu 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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Friday, February 26, 2027

Fri 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

-Location

CDFA Winter 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


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