The Advanced Bond Finance WebCourse is designed for professionals who already have an understanding of tax-exempt bond financing and seek detailed instruction on complex financing techniques. Expert speakers will explore topics including the application of financial derivatives, advance refundings, investing bond proceeds, and how to spot arbitrage issues.

This course is an ideal opportunity to enhance your knowledge and maximize your community's ability to finance economic development using tax-exempt bonds.

For professionals who are interested in learning the basics of bonds, CDFA offers an Intro Bond Finance WebCourse.

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 Understand trends and forces impacting today's volatile bond market Examine key principles of interest rate swaps, when to consider them, and the risks and benefits associated with swaps Discover best practices for negotiating professional fees in a bond transaction Learn about investing bond proceeds, spotting arbitrage issues, calculating yield, and advance refundings Hear from representatives at the IRS and MSRB about current regulatory matters in the bond markets Discuss various forms of credit enhancement and the availability of this form of financing given current market conditions Hear expert panelists explain common challenges in bond transactions and how to overcome them

Topics Covered IRS and financial markets update Interest rate swaps Arbitrage and rebate concepts Advanced refundings Credit enhancement techniques MSRB rules and disclosure requirements Investing bond proceeds

Who Should Attend? Bond Issuers Economic Development Professionals Community Development Professionals Brokers/Dealers and Underwriters Elected Officials Government and Nonprofit Finance Officers Corporate Trustees Legal Counsel Underwriters Commercial Bankers Accountants

Course Advisor

Andres Caro Council of Development Finance Agencies Manager Andres Caro is the Manager of Advocacy and Government Affairs at CDFA. He is responsible for managing CDFA’s vast advocacy, legislative, policy, public affairs, and federal relations activities. This includes the production of the annual policy... agenda, the Federal Policy Conference, and leading Capitol Hill engagement. Caro is also responsible for managing the CDFA Legislative Committee and works to provide access to CDFA Federal Services to communities throughout the country. His responsibilities have also spanned research, technical assistance, and coordination of grant contracts. Andres holds a B.S. in Political Science from The Pennsylvania State University. (More)

The Advanced Bond Finance WebCourse will take place on Zoom. The course will meet each day from 12:00-5:00 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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