About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

Advisory Services

×
Advanced Housing Finance WebCourse
June 25-26, 2025
Daily: 12:00 - 5:00 PM Eastern

-Overview

The Advanced Housing Finance WebCourse builds on the basics learned from CDFA’s Intro Housing Finance WebCourse by taking a deeper dive into both the art and the science behind financing housing. This course will examine project feasibility and deal structuring, regulatory and reporting requirements, and numerous in-depth case studies.

In addition, the course will further explore Low-Income Housing Tax Credits (LIHTC), the Housing Trust Fund, and other programs from the U.S. Department of Housing and Urban Development. Case studies will demonstrate how various development financing tools can be used to address housing development needs in communities and how complex deal structures come together.

Given the advanced curriculum for this course, it is expected that attendees will already have some basic education about development finance and the principles of affordable housing finance.

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.

Register

Course Objectives

  • Gain a deeper understanding of determining the feasibility of housing developments
  • Learn the complexity of deal-structuring
  • Expand your knowledge of LIHTC and regulatory compliance
  • Hear best practices for developing loan programs for affordable housing
  • Learn the players involved in housing deals
  • Discover how to leverage federal programs to fill the capital stack for projects
  • Explore innovative housing finance case studies from across the country

Topics Covered

  • Utilizing LIHTC, the Housing Trust Fund, and other federal financing tools
  • Determining the financial feasibility of a project
  • How to structure housing deals
  • Innovative approaches to designing housing financing programs

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policymakers

Course Advisor

Toby Rittner Toby Rittner
Council of Development Finance Agencies
President & CEO
Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most... (More)

-Agenda

Wednesday, June 25, 2025

Wed 12:00 PM - 12:15 PM
Welcome & Overview
Welcome to the course! This session will introduce CDFA, explain how to use the online software, and discuss the framework for the two-day Advanced Housing Finance WebCourse.
Wed 12:15 PM - 1:15 PM
Housing Finance Feasibility
This session will discuss the steps needed to determine the financial feasibility of a housing project. Experts will explain how the project costs, pro forma, and the debt and equity ratio in a capital stack determines the financial feasibility of any housing development.
Wed 1:15 PM - 2:45 PM
The Difference Between 4% and 9% LIHTC Deals
There are two different kinds of LIHTC deals, 4% deals and 9% deals, and the project dictates the type of tax credit received. This session will explain the requirements between the two types of tax credits and discuss considerations when structuring LIHTC deals.
Wed 2:45 PM - 3:00 PM
Break
Wed 3:00 PM - 4:00 PM
Issuing Bonds for Housing Developments
Tax-exempt bonds are issued by state and local authorities to finance a variety of types of housing developments. This session will dive into how bonds are used in tandem with other financing tools for housing developments and the rules around bond issuance. Case studies will highlight creative deal structures.
Wed 4:00 PM - 5:00 PM
HUD Programs for Affordable Housing Developments
The U.S. Department of Housing and Urban Development (HUD) has numerous programs to support affordable housing developments, including funding from CDBG, the HOME program, the Housing Trust Fund, and more. During this session, we will take a deep dive into various HUD programs, including who can use these funds and how these funds can be used for affordable housing developments.
Wed 5:00 PM
Adjourn

Thursday, June 26, 2025

Thu 12:00 PM - 12:15 PM
Revisiting Day 1
Day 2 will begin with a review of key takeaways from Day 1 and the agenda for the second half of the course.
Thu 12:15 PM - 1:45 PM
How to Structure the Deal
After the feasibility of a project has been determined, the art of layering the capital stack and structuring the deal comes next. In this session, experts will go beyond the basics and walk through various case studies from start to finish, share their biggest challenges, and discuss the best practices they have learned along the way.
Thu 1:45 PM - 2:45 PM
Regulatory Reporting
Federal tax credit programs, such as LIHTC and NMTC, have complicated regulations once a project has been closed and it is critical to understand how to comply with federal regulators. This session will explore how to comply with LIHTC and NMTC regulations.
Thu 2:45 PM - 3:00 PM
Break
Thu 3:00 PM - 4:00 PM
Loan Programs for Affordable Housing Developments
State housing authorities and local development finance agencies often have a variety of flexible loan programs to support multifamily and single-family affordable housing developments. Representatives from some of the highest performing development finance agencies from across the country will share details about their loan programs and best practices for catalyzing affordable housing developments.
Thu 4:00 PM - 5:00 PM
Innovative Housing Finance Approaches
This session will explore innovative housing programs and feature in depth case studies. Experts will share the journey of program design and discuss how programs are developed to meet the unique challenges and housing needs of a community.
Thu 5:00 PM
Adjourn

-Location


The Advanced Housing 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.

-Registration

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


Register