CDFA’s Advisory Services employs an individualized approach. To complete each project, CDFA taps into a deep network of development finance industry professionals to find true peers. This peer-based approach means that the people working on your project are capable of not only providing expert advice on how to improve your development finance operations, but also of seeing your community’s challenges—and opportunities—from your perspective. The end result is a product that is informative, actionable, realistic, and personal.

CDFA utilizes 35+ years of experience in the industry, broad development finance industry network as well as the CDFA Online Resource Database—holding nearly 10,000 documents—to address organizations' needs in a wide variety of development finance sectors. Our services include a range of products that can improve your programs, organization, and community in a number of ways. CDFA offers services to development finance agencies, communities, non-profits, and industry professionals, including:

• Strategic Planning
• Board Leadership Training
• Seminars & Workshops
• Research & White Papers
• Custom Program Design & Evaluation
• Innovation Finance Services
• Revolving Loan Fund Services
• Subcontracting
• Additional Services

CDFA's Advisory Services is available at competitive, reasonable costs. As a national association dedicated to the advancement of development finance concerns and interests, the Council's goal is to maximize the effectiveness of the industry's professionals and organizations.

CDFA has worked with dozens of clients over the past decade on a variety of projects. Below is a snapshot of our past client experiences.

Advisory Services

• Development Finance Authority of Summit County
  Strategic Economic Development Plan
  
  
• Detroit/Wayne County Port Authority
  Strategic Economic Development Plan
  
  
• Commerce Rhode Island
  Small and Micro Business Lending Program Report
  
  
• The World Bank
  Financing Mechanisms for Addressing Remediation of Site Contamination
  
  
• Business Oregon
  Benchmarking State Business Capital Programs
  
  
• Cadmus Group (for U.S. Department of Energy)
  Energy Investment Partnerships: How State and Local Governments are Engaging Private Capital to Drive Clean Energy Investment
  
  
• New Mexico Finance Authority
  State Finance Agency White Paper
  
  
• New Jersey Economic Development Authority
  Revenue Allocation District White Paper
  
  
• LISC Milwaukee
  City of Milwaukee Tax Increment Finance White Paper & Recommendations
  
  
• Newark Downtown Core Redevelopment Corporation
  Financing Programs Analysis Report
  
  
• New Jersey Economic Development Authority
  Revenue Allocation District White Paper
  
  
• State of Arizona Department of Commerce - Strategic Planning Recommendations
  Economic Development Finance Needs and Options for “Moving Arizona Forward” Initiative

Training & Workshops

• New York State Economic Development Council
  Basics of Renewable Energy Finance Seminar
  
  
• Business Oregon
  Oregon Private Activity Bond Finance Conference
  
  
• Oklahoma Department of Commerce
  Tailored Fundamentals of Economic Development Finance Seminar
  
  
• Pennsylvania State Association of Township Supervisors
  Tailored Fundamentals of Economic Development Finance Seminars
  
  
• Mid-America Economic Development Council
  Tailored Fundamentals of Economic Development Finance Seminar
  
  
• Texas Economic Development Council
  Tailored Fundamentals of Economic Development Finance Seminar
  
  
• Texas Economic Development Council
  Tailored Basics of Bond Financing Seminar
  
  
• Texas Economic Development Council
  Tailored Tax Increment Reinvestment Zone Seminar
  
  
• Southern Economic Development Council
  Tailored Introduction to Development Finance Seminar
  
  
• Texas Economic Development Council
  Tailored Basics of Bond Financing Seminar
  
  
• Pennsylvania Economic Development Association
  Tailored Tax Increment Finance Seminar
  
  
• North Carolina Economic Developers Association
  Tailored Tax Increment Finance Seminars
  
  
• LISC Milwaukee
  Tailored Tax Increment Finance Policy and Practice Seminar
  
  
• National Association of Home Builders
  Tailored Finance Workshop
  
  
• New Jersey Economic Development Authority
  Tailored Revenue Allocation District Financing Seminar
  
  
• Ohio Economic Development Association & Ohio Department of Development
  Tailored Bond Finance Field Seminar
  
  
• Georgia Institute of Technology: Economic Development and Technology Ventures
  Tailored Tax-Exempt Revenue Bond Financing Seminar
  
  
• International Economic Development Council
  Tailored Advanced Bond Finance Training Course
  
  
• Pennsylvania Economic Development Association
  Tailored Revenue Bond and Mortgage Finance Seminar