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CDFA Advanced Bond Finance
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9/13/2017 to 9/14/2017
When: Wednesday, September 13, 2017
Where: WebCourse
United States

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CDFA Training Institute


Advanced Bond Finance WebCourse
Register Today!

Join CDFA for the two-day Advanced Bond Finance WebCourse on September 13-14. Designed for professionals who already have an understanding of tax-exempt financing, this course will detail instructions on complex financing techniques including the application of financial derivatives, advance refundings, investing bond proceeds and how to spot arbitrage issues.

The Advanced Bond Finance WebCourse is an ideal opportunity to enhance your knowledge and maximize your community's ability to finance economic development using tax-exempt bonds. By attending the Advanced Bond Finance WebCourse you will:

  • Understand trends and forces impacting today's volatile bond market.
  • Examine the 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, how to spot arbitrage issues, calculating yield, advance refundings, and other complex municipal financing techniques.
  • 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.
  • Be able to provide better guidance to customers after hearing expert panelists explain common challenges in bond transactions and how to overcome them.

View the Advanced Bond Finance WebCourse agenda for a full outline of the timing and topics to be covered.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Speakers confirmed include:

  • Brian Cooper, Course Advisor, Umbaugh
  • Bob Gamble, Public Financial Management
  • Dan Massiello, Kosmont Companies
  • Steve Eikenberry, First American Bank
  • Tyler Hoch, Stifel Nicolaus & Company
  • Jeff Freese, KeyBanc Capital Markets
  • Kim Betterton, Ballard Spahr LLP
  • Ritta McLaughlin, Municipal Securities Rulemaking Board
  • Christopher Woodin, Internal Revenue Service
  • Michael Steinbrook, PFM Asset Management LLC
  • Tom Seasoltz, Altoona-Blair County Development Corporation
  • Harry Huntley, South Carolina Jobs Economic Development Authority
  • Kristen Kalinowski, Bank of New York Mellon
  • Tina Neal, Perseverance Capital
  • Todd Gibson, Squire Patton Boggs
  • Mary Coe, KeyBank
  • Bryan Kern, KPM Financial

How a WebCourse Works

The Advanced Bond Finance WebCourse will be presented via the web over two days and will include lecture and presentations from speakers throughout the country. Attendees will be asked to log into the WebCourse from 12-5pm Eastern on each day of the course and will be able to raise their hands, ask questions, comment on presentations, and take interactive polls during the sessions.

Participants must have access to a computer and phone to attend the WebCourse. Participants will receive instructions for logging into the WebCourse in a follow-up email after registering.

Also Available from the CDFA Training Institute

CDFA - Frost Brown Todd Infrastructure Finance Webcast Series
September 26-29, 2017
Daily: 2:00 - 3:30 PM Eastern

Intro Rural Finance Course
Atlanta, GA
November 15, 2017

Advanced Tax Increment Finance Course
Atlanta, GA
November 15, 2017

Intro Property Assessed Clean Energy (PACE) Finance WebCourse
December 6-7, 2017
Daily: 12:00 - 5:00 pm

Fundamentals of Development Finance WebCourse
January 24-25, 2018
Daily: 12:00 - 5:00 pm

Intro Bond Finance WebCourse
February 21-22, 2018
Daily: 12:00 - 5:00 pm

The Council of Development Finance Agencies is a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation's leading and most knowledgeable members of the development finance community representing public, private and non-profit entities alike. For more information about CDFA, visit or e-mail


Council of Development Finance Agencies
100 E. Broad Street, Suite 1200
Columbus, OH 43215
(614) 705-1300

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