Bonds are the bedrock of development finance and are used to help build roads, bridges, sewers, city halls, hospitals, and thousands of public and private projects. For over a century, bonds have been spurring development and redevelopment and are a major driver for job creation and economic growth.

CDFA’s highly acclaimed 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.

The Intro Bond Finance Course addresses the basic requirements for issuing a bond, the rules and regulations that govern tax-exempt and taxable bonds, the major players involved in a bond transaction, and the roles and responsibilities of both public and private sector participants. Plus, attendees will learn about the tax-exempt bond market, the ratings process, how to buy and sell bonds, and ongoing continuing disclosure.

This course is essential for public leaders, economic development professionals, financial experts, and anyone working to address local economic challenges. Learn how to bring economic growth to your community by utilizing the vast resources of the development bond finance industry.

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.

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Course Objectives Discuss the difference between governmental and private activity bonds and when to use them Learn which projects qualify for financing using industrial development bonds, 501(c)(3) bonds, and other forms of private activity bonds Discover best practices employed by successful issuing authorities from across the country Gain a greater understanding of the various players involved in a bond transaction and why each role is important Examine the bond transaction process from start to finish Review federal tax rules and filing requirements

Topics Covered Governmental and qualified private activity bonds Small issue and 501(c)(3) bonds Internal Revenue Code rules Roles of bond counsel, underwriters, and trustees Bond ratings and credit analysis Structuring and sizing bond issues How bonds are sold Ongoing continuing disclosure

Who Should Attend? Bond Issuers Economic Development Professionals Community Development Professionals Brokers/Dealers and Underwriters Elected Officials Government and Nonprofit Finance Officers Attorneys Accountants Financial Advisors Policy Makers

Course Advisor

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... programs. With over 20 years of experience in education, affordable housing, and finance, Lori brings a wealth of expertise to her role. Before joining CDFA, Lori served as Vice President at a nationwide mortgage company and as Chief Operating Officer of a local credit union. She holds a Bachelor of Arts in Psychology and a Master of Arts in Education and Adult Learning. In addition to her professional responsibilities, Lori enjoys teaching as an adjunct faculty member at Sinclair Community College. (More)

Coming Soon!

The Intro Bond Finance Course will take place on Zoom. will take place on Zoom. The course will meet from 11:00 AM - 5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the course.

This training 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 this event. 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 log in 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

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