Events





The Ethics of Fines and Imposed Fees: GFOA Webinar

October 28, 2020 | 1 p.m.-2 p.m. ET

GFOA’s Code of Ethics requires that finance officers support equitable provision of services and call out unfair discrimination. But some local governments use and rely on revenue from imposed fees and fines that exacerbate socioeconomic and racial inequities in the communities they serve. In this webinar, learn how fines and imposed fees disproportionately affect low-income communities and communities of color and how they can decrease citizens’ trust in their local government. You will also learn how to evaluate your organization’s policies regarding fines, imposed fees, and asset forfeitures and how to develop new policies that can begin to rebuild the public’s trust in the organization.

Who Will Benefit:

CFO/Finance Director, Budget Manager, Budget Analyst, Department Directors, Treasurers

Learning Objectives:

Member Price: $35.00
Non-member Price: $50.00

REGISTER




Preparing for an ERP Upgrade: GFOA Webinar

October 29, 2020 | 2 p.m.-4 p.m. ET

Program Description:

It’s unavoidable. Eventually your Enterprise Resource Planning (ERP) solution will require an upgrade. Although upgrade projects may seem painful, avoiding them will lead to an excruciating future. As a result of technology evolving into a ubiquitous business tool, applications as critical as ERP solutions should be maintained in similar fashion to other capital infrastructure.

This course is designed to teach stakeholders: 1) why upgrades are necessary; 2) how to determine if its better to upgrade or just replace your system; and 3) ho to best approach the upgrade process. The session will discuss the often-overlooked benefits of system upgrades such as improving business processes and fixing configuration. The session will also identify key mistakes that governments have made in dealing with upgrades so that you can avoid them in your own government.

Seminar Objectives:

Member Price: $85.00
Non-member Price: $160.00

REGISTER




What Analysts Need to Know about Government Accounting: NFMA Webinar

December 8 & 15 12 – 4 pm EST

Dean Mead of the Governmental Accounting Standards Board (GASB) will provide an educational webinar on the rules that state and local governments follow when accounting for and reporting their finances. During this in-depth discussion, participants can expect to hear:

• The basics from the perspectives of the financial statement analyst
• How the accounting standards affect the information that analysts receive
• The significant new changes to government financial reports

The cost to join both webinars is $100.

To view the program for this webinar, click here.

To register for this two-part webinar, click here.




COVID-Induced Trading Volatility: Divergent Views and Opportunities on Credit: NFMA Webinar

The panel will look at how spread widening and the subsequent rally have factored into issuers’ creditworthiness and whether pandemic risk has become an inherent risk factor for municipal issuers. The panel will also examine opportunities the pandemic has created for investors in the short-term and its impact on long-term investment views.

Moderator:
Bill Cox, Global Head of Corporate, Financial and Government Ratings, Kroll Bond Rating Agency

Speakers:
Andrew Kalotay, President, Kalotay Analytics
Eric Friedland, Head of Municipal Credit Research, Lord Abbett

Sponsored by Kroll Bond Rating Agency

Date: October 29, 2020, Noon Eastern Time

This webinar is a benefit of NFMA membership, and is complimentary for all NFMA members.

Please register for COVID-Induced Trading Volatility: Divergent Views and Opportunities on Credit on Oct 29, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.




MiniMuni: Best Practices and Current Topics in the Municipal Market for Issuers - GFOA Webinar

October 19-21, 2020

Details:
Governmental entities have been using debt for more than 200 years to fund public infrastructure, such as government buildings, water distribution systems, schools, police stations, and many other projects that require significant capital investment. Before issuing debt, a government needs to consider many factors including the most current information of current federal legislation and regulations. This multi-day virtual session provides an opportunity to hear first-hand from key leaders in Washington, D.C., and participate in dialogue with issuer peers.

October 19 – 21, 2020 (all times Eastern)

Day 1 – 1:00 – 4:00 pm

Day 2 – 1:00 – 4:30 pm

Day 3 – 1:00 pm – 4:00 pm

Who Will Benefit: Finance officers responsible for issuing Municipal debt

Member Price: $100.00
Non-member Price: $200.00

Click here to register.




Healthcare Industry Disruption: NFMA Webinar

Date: Friday, October 16, 2020

Time: 12:00 – 1:30 pm

Location: Zoom Webinar

Details:

The healthcare industry was already facing disruption, with new business models competing for market share and upending traditional modes of patient care, all of which has been been exacerbated by the unprecedented global pandemic.

Where is the healthcare industry today and where is it going in the future? How does a large health system take risk across populations while managing the total cost of care? How are utilization trends affected as consumers seek more convenient care? Where does AI and telemedicine fit into the industry’s future, particularly in light of COVID-19?

Our panelists will provide different perspectives on the current trends from an academic research, business development and large insurer/provider views.

Our Speakers:

PwC – Sarah Haflett, Director and Research Leader, will focus on industry wide cost deflation trends as new disruptors fill every aspect of the healthcare landscape and patients seek more convenient care.

Northwell Health – Richard Miller, Executive Vice President and Chief Business Strategy Officer, will discuss how a large healthcare system continues to disrupt its traditional business model while maintaining quality and managing risk across populations.

UnitedHealth Group – Zack Sopcak, Vice President, Investor Relations, will provide insights on the shift to lower cost settings from an insurance and provider perspective.

The discussion will be moderated by Anne Cosgrove, Director and Lead Analyst at S&P Global Ratings.

This webinar is off the record.

Cost: Free for members of MAGNY and NFMA, $40 for non-NFMA members

To register for the Healthcare Industry Distruption webinar on October 16, 2020 at 12:00 PM EDT, go to:

https://magny-october-2020.paperform.co/




GASB Hosting Series of CPE Webinars on the Preliminary Views, Revenue and Expense Recognition.

Norwalk, CT, September 30, 2020 — The Governmental Accounting Standards Board (GASB) is hosting a series of webinars that will provide a comprehensive overview of the Board’s recently issued Preliminary Views (PV), Revenue and Expense Recognition.

This series of IN FOCUS webinars will be offered under the following schedule:

For Financial Statement Users

For Preparers and Auditors

Participants in the live webinars (which are offered free of charge) are eligible for 1 hour of continuing professional education (CPE) per webinar. CPE credit is not available for group viewing of the live broadcast.

The webinars will be conducted by Paulina Haro, GASB supervising project manager, and Erin McKenzie, GASB project manager. Dean Mead, GASB senior research manager, will moderate the webinar for users. David R. Bean, GASB director of research and technical activities, will moderate the webinars for preparers and auditors.

Participants will have the opportunity to ask questions during the webinar.

An archive of the webcasts will be available on the GASB website after the webinars have taken place. (CPE credit will not be available to those who view only the archived webinar.)

For more information, visit GASB Educational Webinars and Webcasts.




How to Account for Capital Assets: GFOA Webinar

October 14, 2020 | 2 p.m.-4 p.m. ET

Program Description:
Virtually all state and local governments use capital assets, some of which are essentially unique to the public sector. Properly accounting for these different assets can pose a real ongoing challenge for accounting and auditing professionals. The training will furnish participants with the basic information needed to properly account for capital assets and report them in financial statements prepared in conformity with generally accepted accounting principles (GAAP).

Seminar Objectives:
Those who successfully complete this seminar should be able to:

CPE Credits: 2

Member Price: $85.00
Non-Member Price: $160.00

Prerequisite: Basic understanding of GAAP for state and local governments.

Once registered you will access this LMS Class at learn.gfoa.org

Please use a modern browser like Firefox, Chrome, Vivaldi, Edge, or Safari on Apple systems to access your class on the GFOA Learning Management System – learn.gfoa.org

Internet Explorer does not support all the required features of the LMS or other modern web sites which will lead to a poor experience for you.

Member Price: $85.00
Non-member Price: $160.00

Click here to register.




BLX/Orrick 2021 Post-Issuance Compliance Workshop.

MORE INFO COMING SOON!

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The BLX/Orrick Post-Issuance Compliance Workshop is returning to Las Vegas!

Vdara Hotel & Spa, Las Vegas, NV
September 30 – October 1, 2021

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.




GFOA 25th Annual Governmental GAAP Update.

November 5, 2020 | 1 p.m.-5 p.m. ET

Details:

Please note that the training will take place on GFOA’s Learning Management System. Please log onto learn.gfoa.org to access the course. You will receive reminder e-mails from [email protected] or [email protected]

Government Finance Officers Association (GFOA) will offer its 25th Annual Governmental GAAP Update on November 5, 2020, and again on December 3, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

More Information Coming Soon

Fees: Early registration/Regular registration
Member: $135/$180
Associate: $155/$215
Nonmember public: $150/$195
Nonmember private: $185/$245

Register.




Private Higher Education: COVID and Beyond - MSMA Webinar - October 1

Join the Minnesota Society for Municipal Analysts at 11 am C/Noon E on October 1 for a discussion with higher ed practitioners of the impacts of COVID-19, as well as long-term trends for private higher education. Panelists will discuss how they are responding to COVID, trends within the sector, and financial impacts. We will also discuss the unique challenges and strengths of private colleges as we move beyond COVID, and how the industry is adapting to changes in demographics and tuition affordability.

MSMA has opened this event to all members of the NFMA. There is no cost to attend, but you must be an NFMA member.

Moderator: Emily Robare, SVP, Gurtin Municipal Bond Management, a PIMCO Company

Panelists:
Barry Fick, Executive Director, Minnesota Higher Education Facilities Authority
Tracey Gran, VP of Finance and Controller, St. Catherine University
Janet Hanson, VP and Chief Financial Officer, St. Olaf College

Please register for MSMA Webinar – Private Higher Education: COVID and Beyond on Oct 1, 2020 11:00 AM CDT at:

https://attendee.gotowebinar.com/register/2666366684698396174

After registering, you will receive a confirmation email containing information about joining the webinar.




NFMA Introductory Course Series.

Each year since 1987, the National Federation of Municipal Analysts has held the Introduction to Municipal Bond Credit Analysis. Though the pandemic prevents us from holding this event in person this year, we have invited speakers to discuss ten topics over a series of ten one-hour sessions. This course is designed for new analysts, support and sales personnel, and has also been found worthwhile for seasoned analysts seeking to brush up on other sectors.

All sessions will begin at Noon Eastern, and last approximately one hour. Registrants may attend the live session and/or watch the replay until February 1, 2021.

Session One: Tax-Supported Debt

Monday, November 2

Speaker: Robin Prunty, S&P Global Ratings

Session Two: Water & Sewer

Wednesday, November 4

Speaker: Renee Dougherty, Charles Schwab

Session Three: Financial Guarantors

Friday, November 6

Speaker: Dan DiBono, Refinitiv & Betsy Kiehn, Stifel

Session Four: Healthcare

Monday, November 9

Speaker: Eva Thein, Fitch Ratings

Session Five: Pension Risk

Tuesday, November 10

Speaker: Al Medioli, Moody’s Investors Service

Session Six: Transportation

Friday, November 13

Speaker: Randy Gerardes, Wells Fargo Securities

Session Seven: Electric Utilities

Monday, November 16

Speaker: Bhala Mehendale, U.S. Bank, N.A.

Session Eight: Chapter 9 Bankruptcy

Wednesday, November 18

Speaker: Bill Rhodes, Ballard Spahr, LLP

Session Nine: Public Private Partnerships (P3s)

Friday, November 20

Speaker: Mary Francoeur, PFM Financial Advisors LLC

Session Ten: Higher Education

Monday, November 23

Speaker: Marc Savaria, Eaton Vance

Course Chairs:

Anne Ross, Muni Credit & Compliance Advisors LLC & Molly Shellhorn, Nuveen Asset Management

Education Chair:

Mark Capell, Build America Mutual

Registration:

Registration is $200 for the series of ten webinars. We are offering group registration for up to five registrants at a cost of $500 for the series.

To register one person, click here.

To use the group form, click here.

After registration online at www.nfma.org, you will be sent an email with a link to GoToWebinar (GTW). Please take the next step of registering at GTW to be sent information on joining each of the webinars in the series.

Questions:

Contact Lisa Good, NFMA Executive Director, at [email protected] or 412-341-4898.




Advanced Webinar Series: Hot Topics in Municipal Finance

The NFMA Education Committee is pleased to announce its Advanced Webinar Series. Registration is complimentary for NFMA members and $100/webinar for non-members.

October 8, Noon Eastern – Airports

COVID-19 has disrupted air travel like nothing before. What are the implications for airports?

Panelists will weigh in on the challenges airports are now facing and the steps they are taking during these unprecedented times. They will also discuss the financial impacts, which will include how federal aid is being utilized. Lastly, the panel will debate how this will fundamentally alter air travel going forward and airports themselves.

Moderator: Michael Sherpherd, VP, Franklin Templeton

Panelists: Kevin Kone, CFO, San Francisco International Airport SFO); Other panelists TBA

To register for this webinar, click here.

October 15, Noon Eastern – New York MTA

The New York Metropolitan Transportation Authority: Survival in the face of a pandemic.

COVID-19 has the nation’s largest mass transit system facing depressed ridership, record deficits, and concerns regarding its ability to continue transporting commuters safely and expediently around the New York City region. Some argue that it is “too big to fail” while others believe its challenges pre-date the pandemic. These issues will frame what should be a lively panel discussion about the MTA’s finances, its relationship with NYC/NYS and the Federal Government, and its operating strategy in an uncertain future.

Moderator: Sandy Pae Goldstein, Director, Head of Structuring/Credit, FCO Advisors

Panelists: Vikram Rai, Fixed Income Strategist, Citi; Baltazar Juarez, Senior Credit Analyst, Vanguard, Third panelist TBA

To register for this webinar, click here.

October 21, Noon Eastern – Convention Centers

Will convention centers be relevant post-COVID? Examining the short and long-term impacts of the current pandemic on convention center bonds.

This panel will look at how convention centers are coping during the current pandemic as well as how they may be able to position themselves for the future. We’ll discuss the potential timing of the emergence of a “new normal” for the convention industry and what that might look like. Most importantly, the panel will discuss how this will impact the ability of entities to make full and timely payment of debt service on convention center bonds and how relative value for these bonds may fare going forward.

Moderator: Rachel Barkley, Senior Vice President, Loop Capital Markets

Panelists: Heywood Sanders, Professor of Public Administration, College for Health, Community and Policy, University of Texas at San Antonio; Other panelist TBA

To register for this webinar, click here.

You must register online at www.nfma.org, and look for the confirmation email with the link to GoToWebinar to complete the final step to be included (one link for each webinar). Like our Advanced Seminars, this webinar is not open to the press to allow for frank and open discussion.




Fundamentals of Local Government Budgeting: GFOA Webinar

September 21-23, 2020 |. 11 a.m.-3:45 p.m. ET

Details:

As finance officers deal with financial challenges related to the COVID-19 recession and participate in broader conversations on the role of government and its ability to provide services equitably, a local government’s ability to budget will be critically important. This virtual training will emphasize the fundamental components of a local government’s budget policies and processes along with best practices and techniques required for effective budgeting.

Each training module/day will focus on a specific topic and feature both presentation and interactive discussion/exercises. Attendees will go through the basic structures of a local government budget, learn how budgeting can be better used to promote long-term planning, process improvement, and community outcomes. In addition, the course will cover specific techniques for developing the budget, communicating budget messages, and identifying strategies for approaching cutback budgeting to deal with the current crisis.

Who Will Benefit: Finance and budget professionals desiring to learn budget fundamentals in light of COVID-19

Learning Objectives:

Member Price: $245.00
Non-member Price: $490.00

Click here to register.




Novogradac 2020 Credit and Bond Financing for Affordable Housing Virtual Conference.

October 1, 2020 – 12:00pm to October 2, 2020 – 3:30pm

From Bourbon Street to Virtual Street

For the first time in over 10 years Novogradac’s Credit and Bond Financing for Affordable Housing Conference will not be in New Orleans as planned, but instead we’re taking you down “virtual street” Oct. 1st and 2nd.

We expect our 300 alumni and newcomers to gather online, including developers, syndicators, housing agencies, lenders, property managers and others in affordable housing, as we deep-dive into how these extraordinary circumstances affect the financial side of affordable housing. We’ll discuss how to prosper together in the context of America’s affordable housing crunch.

Our virtual platform includes an exhibit hall, chat rooms by topic to quickly connect with those who hold similar interests, Q&A with our experts, plus, plenty of content to immerse yourself in from the comfort of home. We will miss that gumbo, though.

Click here to learn more and to register.




Novogradac 2020 Opportunity Zones Fall Virtual Conference.

October 22, 2020 – 12:00pm to October 23, 2020 – 5:30pm

Opportunity Zones Investments are Accelerating

Join us online to learn how opportunity zones (OZ) investments are continuing to push forward despite the impacts of the COVID-19 pandemic. Learn what changes current OZ funds are making to their strategy in reaction to the pandemic, what OZ funds are gaining momentum and the importance of OZs in building up low-income communities.

Our sessions will be all live with more than 25 OZ experts available to answer your most complex questions. The virtual platform will also allow you to easily connect with other attendees to discuss and share best practices on deal structure and investment strategies.

Click here to learn more and to register.




Muni Market Update: The Big Picture - MAGNY Webinar

Date: Friday, September 11, 2020

Time: 12:00 pm

Join us September 11th at noon ET as we kick off MAGNY’s 71st season!

We will hear from three very well informed speakers who will share their perspectives on the legislative and regulatory landscape in Washington, overall economic conditions and how issuers are navigating through these challenging times.

Our Speakers:

Emily Brock, Director, Federal Liaison Center, Government Finance Officers Association (GFOA)

Ben Watkins, Director of Bond Finance, State of Florida

Mark Zandi, Chief Economist of Moody’s Analytics

Moderated by Patrick Luby, MAGNY Program Chair and Senior Municipal Strategist at CreditSights

Cost: This is a free event for NFMA members.

Registration via Zoom: https://us02web.zoom.us/webinar/register/WN_UTn1xD7cQQy70MFEjYWWWA

After registering, you will receive a confirmation email containing information about joining the webinar.

Contact E-mail: [email protected]




NFMA Annual Conference: Call for Volunteers

Fellow NFMA Members:

It’s time to start planning the NFMA Annual Conference. This is obviously an unusual year as we don’t know at this point if the 2021 conference – currently scheduled for May 11th to May 14th at Disney’s Grand Floridian Resort in Orlando, Florida – will be in person or on line. But we are moving ahead with the planning for the conference and seeking support from the membership to lead panels.

Our ask is that members propose topics for which they would like to be a moderator. The expectation is that panels will have no more than three people on them (plus the moderator). You do not need to propose panelists now, just the topic, but it would be great to have an idea of who you’d have on it (e.g., obligor, attorney, investment banker, academic, other topic expert, government professional, market professional, etc.). Please be prepared to pivot to a webinar format should health and safety conditions make this necessary. The NFMA will work with all participants, speakers, and moderators to make sure everyone can participate in whichever format they are most comfortable.

Please send your suggestions to Mark, Neene, and Ron by September 15, 2020.

This is a great way to increase your involvement in the NFMA! Looking forward to receiving some great ideas….

Ron Mintz
Vanguard
[email protected]
Conference Chair

Neene Jenkins
J.P. Morgan Asset Management
[email protected]
Conference Co-Chair

Mark Capell
Build America Mutual
[email protected]
NFMA Secretary and Education Chair




Implementing the CARES Act Coronavirus Relief Fund for State and Local Governments: GFOA Webinar

August 27, 2020 | 2 p.m.-4 p.m. ET

The $2 trillion CARES Act of 2020 enhanced several federal funding resources for state and local governments, including the Education stabilization fund, the federal transit administration apportionments, and assistance through FEMA. Title V of the CARES Act appropriated $150 billion to states and local governments with populations over 500,000 to spend on COVID-19 related expenditures–a newly established fund called the Coronavirus Relief Fund (CRF). In addition, several states have distributed some CRF funds to local governments under the 500,000 threshold. Since the distribution of the funds in late April, the U.S. Treasury has developed guidance and FAQs to clarify expense eligibility, required reporting, and records retention. This webinar will detail the development of the CRF guidance, FAQs, and highlight three case studies on the use of CRF funds by a state, county, and city.

Click here to learn more and to register.




Accounting and Financial Reporting for Leases - Session 2: GFOA Webinar

August 28, 2020

The second of two webinars, this session will focus on the accounting and financial reporting for variations to lease contracts under Governmental Accounting Standards Board (GASB) Statement No. 87, Leases, which is effective for periods beginning after June 15, 2021. Those who successfully complete this seminar should be able to calculate the lease assets and liabilities, and prepare the required journal entries to record the following, from the point of view of lessee and lessor governments: – Reassessment of the lease term and remeasurement of the assets and liabilities – Contracts with multiple components – Contract combinations – Lease modifications and terminations – Subleases and leaseback transactions – Leases within the financial reporting entity – Leases between related parties.

Click here to learn more and to register.




Reminder: BLX/Orrick 2020 Post-Issuance Compliance Educational Webinar Series Begins 8/19

BLX and Orrick are pleased to present a 2020 Post-Issuance Compliance Educational Webinar Series. This Series offers timely discussions of topics related to post-issuance compliance and securities law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis.

Our team strives to make the discussion of tedious tax laws understandable and relatable.

The Series consists of the following webinars:

1 – Post-Issuance Compliance Best Practices

August 19, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Richard Chirls – Orrick
Barbara Jane League – Orrick
Sandee Stallings – BLX Group

Post-issuance tax compliance continues to be a focus of the IRS. Developing a program founded on best practices related to policies and procedures, private business use (“PBU”), arbitrage rebate, and other areas will equip organizations with the tools to withstand IRS scrutiny in this area.

This webinar will review the components of an effective post-issuance tax compliance program and discuss the benefits of such a program. In addition, this webinar will include a discussion of the items that should be included in written post-issuance tax compliance policies, the evolving expectations of the IRS with respect to such policies, and what organizations should be doing to update and modify policies that they have previously adopted.

2 – Managing Private Business Use in Tax-Exempt Bond Financed Facilities

September 17, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Andrea Ball – Orrick
Ed Oswald – Orrick

The federal tax rules and regulations relating to private business use (“PBU”) are complicated and can be difficult to understand. Complying with these rules relating to tax-exempt debt is critical to ensuring that the tax-exempt status of such debt is not compromised.

This webinar will provide a thorough review of the federal tax rules and tax-exempt bond regulations relating to PBU (and Unrelated Trade or Business Use for nonprofits), including certain safe harbors relating to management contracts and sponsored research agreements. The panelists will also discuss how funding a portion of a project with “qualified equity” will impact the calculation of PBU, and the exceptions available with respect to PBU. Understanding the relevant PBU restrictions and applicable exceptions will allow issuers and borrowers of tax-exempt bonds to make sound and prudent decisions about the activities occurring in their tax-exempt bond financed facilities.

3 – IRS Schedule K Reporting for Nonprofit Organizations

September 30, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Caleb Lansky – BLX Group
Aviva Roth – Orrick
Larry Sobel – Orrick

This webinar will provide a review of the 2019 IRS Schedule K with commentary on the information being requested on the form and on specific calculations required by nonprofit borrowers with respect to their outstanding tax-exempt bonds.

The panel will also discuss the relationship of certain questions on the form that may not be obvious to some and provide guidance with respect to answering specific questions. This webinar will allow 501(c)(3) organizations to more fully understand the information being provided to the IRS on an annual basis and why the information being requested is important to the IRS.

4 – Continuing Disclosure in an Uncertain Environment

October 13, 2020; 10 am PT / 1 pm ET (60 minutes)

Alan Bond – BLX Group
Jeff Higgins – BLX Group
Jenna Magan – Orrick

This webinar will provide an overview of recent events relating to SEC Rule 15c2-12, including the recent settlements by underwriters and issuers resulting from the Municipal Continuing Disclosure Cooperation Initiative (“MCDC”), what issuers and underwriters can learn from such SEC actions.

This webinar will equip participants with information to better comply with their ongoing continuing disclosure requirements in a post-MCDC environment.

BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. For more information on Orrick, please click here.

CPE will be provided. (Not eligible for MCLE Credit)

WEBINAR PRICING *
Individual webinar fee: $99
3 or more webinars: $249

Click here to register.

* Purchase of any webinar will include access to replay the webinar on our website. Replay will not be available without purchase and is not eligible for CPE credits.

Refunds and Cancellation:
All payments relate to your webinar series registration. To cancel your registration, please contact Cynthia Sixtos at [email protected] or 213-612-2207. Registration fees will be refunded for any cancellation occurring up to 3 days prior to the webinar(s) for which you registered. Registration fees will not be refunded for cancellations occurring within 2 days of the webinar(s) for which you registered. Refunds may take up to 14 days to process.

In the event that the webinar(s) is canceled, registration fees for that webinar will be fully refunded.

As recommended by the IRS, make training a regular part of your organization’s post-issuance compliance program. Join us for this educational event.

For additional information or any questions on the Webinar Series and/or billing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207




Accounting and Financial Reporting for Leases - Session 1: GFOA Webinar

August 21, 2020 | 2 p.m.-4 p.m. ET

Click here to learn more and to register.




Fiscal First Aid for School Districts: GFOA Webinar

August 7, 2020 | 2 p.m.-3 p.m. ET

Details:

While great uncertainty remains on multiple fronts related to the impacts of COVID-19, this webinar will highlight the tools and resources from GFOA’s Fiscal First Aid project that school districts can utilize now to help deal with current challenges. Examples will be provided of key pieces of FFA that school districts can leverage now to help offset likely financial impacts from potential losses of revenue and redirection of expenditures to re-open school in the fall – whether in-person, virtually, or somewhere in between. In addition, the webinar will highlight GFOA’s work through its Smarter School Spending project that emphasize better long -term planning and connections between outcomes and resource allocations – as the impacts of the pandemic and subsequent economic downturn will likely have multi-year ramifications for school districts, their operations and corresponding budgets.

Member Price: Free
Non-member Price: Free

REGISTER




GFOA Disclosure Update.

August 13, 2020 | 2 p.m.-4 p.m. ET

Details:

Issuers of municipal securities have numerous disclosure responsibilities related to their bond transactions. This includes mandated filings of annual financial information and material event notices in the MSRB’s EMMA system, and other types of voluntary disclosures. Industry experts will discuss these issues as well as recent SEC activities related to disclosure. A review of GFOA’s best practices and the importance of developing and maintaining disclosure policies and procedures will also be addressed.

Member Price: $85.00
Non-member Price: $160.00

REGISTER




GFOA School District Roundtable on COVID-19 Financial and Related Impacts.

August 12, 2020 | 1 p.m.-2 p.m. ET

Details:

With the traditional first day of school fast approaching, school districts are hard at work creating plans to begin classes again amid vast uncertainty. Whether classes end up being remote, in-person, or somewhere in between, there are no easy decisions in trying to determine what is best for students, teachers, staff, and the overall community. While plans have been made, re-made and adjusted, nothing seems to be a given in this time of COVID-19, including how to budget and finance a district’s strategy for moving forward. This webinar is designed as an opportunity for districts to present questions and hear more about the re-opening plans of a number of districts from across the country – including how classes will resume, the related financial impacts of re-opening, and the process for how their plans and contingency plans were developed as well.

Member Price: Free
Non-member Price: Free

REGISTER




NABL: SEC, MSRB, FINRA to Hold Virtual Program for Municipal Advisors

The Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) announced the opening of registration for a virtual Compliance Outreach Program for Municipal Advisors. The webcast program will be held Thursday, August 13, 2020, from 1 p.m. to 3 p.m. ET. Additional information, including the agenda, is available here.

The program will provide municipal market participants an opportunity to hear from SEC, MSRB, and FINRA staff on timely regulatory and compliance matters for municipal advisors.

Topics of discussion include, among other things, the duties and standards of conduct for municipal advisors under MSRB Rules G-42 and G-17 and the fiduciary duty under the Securities Exchange Act of 1934; the SEC’s temporary conditional exemption from broker registration for certain direct placement activities; operational considerations for registered municipal advisors; and OCIE and FINRA examination processes and common observations, as well as relevant SEC and FINRA enforcement actions.

Registration is free and available here.

Participants are also encouraged to submit questions in advance of the event by emailing [email protected] Continuing professional education credit is available.

A press release with additional information can be found here.




The Budget Document and Beyond: GFOA Webinar

September 17, 2020 | 1 p.m.-3:45 p.m. ET

Details:

Government Finance Officers Association (GFOA) will offer The Budget Document and Beyond using GFOA’s new online learning management system. This event will focus on the changes to the Distinguished Budget Presentation Awards program criteria and emphasize improvements in all areas of budget communication and presentation. The course will combine lecture, panel discussion, and examples to communicate the changes in the program. Participants and reviewers from GFOA’s Distinguished Budget Presentation Awards program, participants in GFOA’s School Awards Program, and any finance professional desiring to improve the communication and presentation of their entity’s budget are encouraged to participate.

Click here to learn more and to register.




GFOA 25th Annual Governmental GAAP Update: Webinar

November 5, 2020 | 1 p.m.-5 p.m. ET

Program Description:

Government Finance Officers Association (GFOA) will offer its 25th Annual Governmental GAAP Update on November 5, 2020, and again on December 3, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

Click here to learn more and to register.




NABL: SEC Virtual Discussion - Temporary Conditional Exemptive Order for Municipal Advisor Activities

The Securities and Exchange Commission (SEC) will host a virtual event regarding the SEC’s temporary conditional exemption from broker registration requirements for certain municipal advisor activities.

The webcast program will be held on Tuesday, July 7, 2020 from 2 p.m. to 3 p.m. ET at www.sec.gov.

Staff from the SEC’s Division of Trading and Markets and Office of Municipal Securities will discuss the requirements and conditions of the order. A representative of the Municipal Securities Rulemaking Board (MSRB) will join to discuss MSRB rules relevant to the order.

Please register for the virtual event here. The SEC and MSRB staff will answer questions from the public regarding the order submitted prior to the event to [email protected]




Capital Budgeting and Fiscal Crisis: GFOA Webinar

Jul 20 2020 | 02:00pm to 03:00pm EDT

Program Description:

Large capital expenses can provide an easy target for governments cutting their budget and many governments chose to cancel projects or delay acquisition of capital assets and equipment. However, this may not always be the right decision. In many cases, those capital items have restricted funding sources, can be the source of efficiency improvements, are necessary to replace existing aging assets, or are essential to meet service level demands. In this session, speakers will discuss how to evaluate strategies for reducing capital expenditures and take into account impact on the operating budget, asset life-cycle costs, and how to address changes to your capital budget and long-term capital improvement plan (CIP). Additional impacts to outstanding debt or impact on an organization’s bond ratings will also be discussed.

Seminar Objectives:

Those who successfully complete this seminar should be able to:

Click here to learn more and to register.




The Role Of Budgets In Governmental Accounting And Financial Reporting: GFOA Webinar

July 15, 2020 | 2 p.m.-4 p.m. ET

Who Will Benefit:

Those new to governmental accounting and financial reporting, including those who will be involved in financial statement audits of state and local governments, or those wanting a review of these core concepts. This session is also appropriate for those who work with government budgets and want a basic understanding of the relationship between budgets and accounting.

Program Description:

This course will provide participants with a conceptual foundation as to the role of budgets in governmental accounting, along with the concepts and terminology necessary to understand generally accepted accounting principles (GAAP) accounting and financial reporting requirements related to budgets.

Click here to learn more and to register.




Overview of GFOA's Budgeting Best Practices: GFOA Webinar

Jul 9 2020 | 2:00pm to 4:00pm EDT

Program Description:

Over the last couple of decades, the GFOA has developed more than 35 best practices related to budgeting that cover: 1) fiscal policy; 2) linking the budget to organizational goals and performance; 3) the budget process and budgetary techniques; and 4) specific elements of the operating budget document. This interactive Internet training program focuses on the practical implementation of these best practices.

Click here to learn more and to register.




Announcing GFOA’s New Learning Management System.

GFOA members, as adult learners, have diverse and unique learning needs. One way does not apply to all! To help meet the different needs and learning styles of individuals, we’re excited to announce that we’ve expanded opportunities for you to advance your professional development goals through GFOA’s new learning management system (LMS).

Click here to register for courses now!




SIFMA Webinar: LIBOR – Preparing for Alternative Reference Rates

OVERVIEW

On Wednesday, September 16 at 1:00 – 2:00 p.m. EDT, this webinar will discuss how operations professionals need to prepare for the transition to alternative reference rates, which may come as soon as the end of 2021.

From internal funds transfer to vendor agreements, to loans, bond, and derivatives, LIBOR is everywhere. Firms need to be able to adapt to instruments using new rates such as the Secured Overnight Financing Rate (SOFR), implement fallbacks, and review and execute new agreements. A lot of work needs to be done, but not much time remains.

This SIFMA Webinar is part of an Ops Series called What Operations Professionals Need to Know.

Register today.




Event Recap: BDA Hosts Fixed Income Legal and Compliance Roundtable Webinar.

Yesterday, the BDA hosted representatives from the SEC, FINRA and the MSRB for its bi-annual Fixed Income Legal and Compliance Roundtable. 75 fixed income professionals from over 35 firms participated in this roundtable at which pressing regulatory and legal issues were discussed.

A video recording of the event can be viewed here.

The webinar was moderated by Dan Deaton, Nixon Peabody and featured:

The event featured extensive conversation on currently regulatory matters such as:

Bond Dealers of America

June 12, 2020




Invitation to MAGNY Webinar on ESG Risks: An Investor's Perspective

You are invited to join this MAGNY webinar on Friday, June 12 at noon:

ESG Risks: An Investor’s Perspective

Date: Friday, June 12, 2020

Time: 12:00 pm

Description:
The next three decades will see the largest transfer of inter-generational wealth in history. In the U.S alone, it is expected that between $30 and $40 trillion of wealth will be transferred from Baby Boomers to Generation X and onto Millennials. Wealth managers will be dealing with a new generation of investors who are far more values-driven than earlier ones. And research indicates that both women and millennials are more likely to invest consistently with their values. A survey by BlackRock found that 67% of millennials want investments that reflect their social and environmental values, while 76% of women said the same.

Hear the inside perspectives of institutional investors on what they focus on as it relates to environmental, social and governance activities of the entities in which they invest. They will provide a first-hand view of how ESG factors’ importance has changed and what they expect going forward. They will discuss the contours of investors’ concerns as it relates to the municipal market.

Panelists:
Ksenia Koban, Vice President, Payden & Rygel Investment Management
James Lyman, Managing Director, Neuberger Berman
Barbara VanScoy, Fellow, The Heron Foundation

Moderator:
Leonard Jones, Managing Director, Moody’s Investors Service

Cost: This is a free event for NFMA Members

Registration via Zoom here.

Contact E-mail: [email protected]

After registering, you will receive a confirmation email containing information about joining the webinar.




9th Annual Brookings Municipal Finance Conference.

Monday, Jul 13, 2020 1:30 PM – Tuesday Jul 14, 2020 12:30 PM EDT

The Municipal Finance Conference aims to bring together academics, practitioners, issuers, and regulators to discuss recent research on municipal capital markets and state and local fiscal issues. This year’s conference is a joint venture of The Hutchins Center on Fiscal and Monetary Policy at Brookings, the Rosenberg Institute of Global Finance at the Brandeis International Business School, the Olin Business School at Washington University in St. Louis, and the Harris School of Public Policy at the University of Chicago. This year’s conference will be exclusively online.

Click here to learn more and to register.




A Path to Transit and Transportation Project Success in the Wake of the Pandemic: Nossaman Webinar Replay

For those of you involved in the transportation sector, we invite you to join us on Wednesday, June 3rd for a discussion on planning, procurement and financing strategies that can be implemented now to support timely project delivery in the wake of the COVID-19 pandemic. We are planning a very interactive webinar where ample time will be set aside to answer questions received from attendees both prior to and during the event.

Topics that will be covered include:

Our interdisciplinary panel will provide practical and timely information to assist you in this ever-changing business climate.  We look forward to having many of you attend and to addressing your concerns related to this extremely important sector of our economy.

Listen to Webinar Replay.

By Brandon Davis, Liz Klebaner, Bradford Kuhn, David Miller on 06.02.2020

Nossaman LLP




BLX/Orrick 8th Annual Post-Issuance Compliance Workshop.

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The BLX/Orrick Post-Issuance Compliance Workshop is returning to Las Vegas! Reserve your place today at this 8th annual educational event.

Vdara Hotel & Spa, Las Vegas, NV
October 1-2, 2020

Click to REGISTER

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

AGENDA – Coming Soon

BLX SENIOR REPRESENTATIVES & ORRICK TAX PARTNERS TO PRESENT AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

CPE and MCLE Credits offered

HOTEL INFORMATION

BLX has secured a limited number of rooms at a special discounted rate of $135* (plus applicable fees) at the Vdara. The last day to book a room is September 9, 2020. To reserve your room, click here.

WORKSHOP PRICING

Issuers and non-profit organizations: $695 | $745 after May 31

Other professionals**: $1095 | $1145 after May 31

An invoice with payment instructions will be sent once registration is received.

** Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Quezada Sixtos at [email protected]

Refunds, Cancellation and Concerns

Requests to refund registration fees must be received in writing by September 4 and will be subject to a $100 cancellation fee. No refunds will be granted after September 4. Refunds or cancellations of hotel bookings need to be requested from the Vdara and are subject to their policies.

For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207




SEC Spotlight on Transparency: A Discussion of Secondary Market Municipal Securities Disclosure Practices

The Securities and Exchange Commission (SEC) today announced that it has rescheduled its conference entitled “Spotlight on Transparency: A Discussion of Secondary Market Municipal Securities Disclosure Practices” for June 16, 2020.

The conference is open to the public via live webcast from 1 p.m. to 4 p.m. ET at www.sec.gov, and will be archived on the Office of Municipal Securities (OMS) webpage for later viewing.

The conference will bring together a variety of municipal securities market participants, including issuers and investors, to discuss the state of secondary market disclosure in the municipal securities market, including COVID-19 related disclosure and potential opportunities for regulatory and industry improvement. Areas of focus during the conference will include voluntary disclosure practices of municipal issuers; buy-side perspectives of the state of secondary market disclosure; and emerging issues and trends in the municipal securities market and their potential impact on secondary market disclosure practices.

You can find the agenda here.

The SEC’s press release is here.




ICMA-RC Proudly Sponsors GFOA Annual Conference.

114th annual event will be held virtually for the first time

Washington, D.C., May 19, 2020 (GLOBE NEWSWIRE) — ICMA-RC is pleased to sponsor the Government Finance Officers Association (GFOA) Annual Conference for the 15th consecutive year. Starting this week, the event takes place virtually for the first time this year, with concurrent sessions through June 26, 2020.

“The GFOA’s 114th Annual Conference continues with an impressive lineup of leading experts and plenty of opportunities for attendees to engage virtually,” said Chris Morrill Executive Director/CEO of the GFOA. “We appreciate the commitment of sponsors like ICMA-RC who back the professional development and quality programming GFOA members have come to rely on.”

This year, the GFOA conference will stream over 40 sessions with leading practitioners, recognized industry experts and researchers. As a premier sponsor, ICMA-RC will engage conference attendees through a virtual exhibit hall, presentations and with ICMA-RC CERTIFIED FINANCIAL PLANNER™ professional personal sessions. In addition, ICMA-RC will provide technological solutions for participants and plan sponsors as well as resources related to the coronavirus and the CARES Act.

“During these challenging times, we are committed to supporting GFOA and other public sector partners as they share thought leadership and best practices while working tirelessly to provide community services that Americans depend on,” said ICMA-RC CEO and President Lynne Ford. “This is an important time to connect. We are excited about the innovative virtual format that GFOA has planned for this year’s conference attendees.”

Visit to learn more or register for the 114th GFOA Annual Conference.

About GFOA

The Government Finance Officers Association (GFOA), founded in 1906, represents public finance officials throughout the United States and Canada. The association’s more than 20,000 members are federal, state/provincial, and local finance officials deeply involved in planning, financing, and implementing thousands of governmental operations in each of their jurisdictions. GFOA’s mission is to advance excellence in public finance. GFOA has accepted the leadership challenge of public finance. To meet the many needs of its members, the organization provides best practice guidance, consulting, networking opportunities, publications including books, e-books, and periodicals, recognition programs, research, and training opportunities for those in the profession.

About ICMA-RC

Founded in 1972, ICMA-RC is a non-profit, independent financial services corporation with approximately $53 billion in assets under management and administration (as of March 31, 2020), focused on providing retirement plans and related services for over a million public sector participant accounts. ICMA-RC’s mission is to help public sector employees build retirement security. The organization’s mission is delivered through its RealizeRetirement® approach in which ICMA-RC representatives actively engage participants in their retirement programs, help them build their asset base, and help them realize their retirement goals through a comprehensive retirement planning strategy. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter.

Aprile Pritchet
ICMA-RC
202-962-8067
[email protected]




Housing Bonds in the New Environment: NFMA Webinar

June 11, 2020

The housing bond sector, which had experienced a resurgence of bond issuance over the last several years, is beginning to be significantly impacted by the pandemic and severe economic downturn. The impacts were not as immediately evident as the shocks to sectors such as healthcare, senior living, transportation, etc.; however, these credit impacts are now unfolding as an unprecedented number of apartment dwellers obtain forbearance on single family mortgages. Servicers – including many State HFAs – may be required to advance mortgage payments for an extended period on federally-guaranteed loans. At the same time, an unprecedented number of apartment dwellers are not paying rent and are protected from eviction. This panel will discuss the latest credit and market impacts affecting the housing bond market. What new information should investors be asking for now?

Moderator: Kurt van Kuller, CFA, Portfolio Manager, Sit Investment Associates

Speakers:

To register for this webinar, click here.




Airports: The COVID-19 Pandemic Impact and What the Future Holds - KBRA/NFMA Webinar

June 4, 2020

Sponsored by KBRA

The panel will focus on airports, one of the most impacted sectors in the municipal space. This asset class has recorded drastic passenger activity declines, in some cases more than 90%. Panelists will discuss how we got to this point, the effect on revenues, actions taken by airlines and airports in response, how the CARES Act fund are being applied, and the near-term and mid-term prospects for recovery.

Moderator: Harvey Zachem, Managing Director, KBRA

Speakers:

To register for this webinar, click here.




COVID-19 Disclosures: How Health Care Borrowers Can Navigate Financial Reporting in an Uncertain Environment - Orrick Webinar

May.08.2020 | 9am – 11am (Pacific Daylight Time)

Webinar – Connection details will be presented upon registration

This webinar is intended to help nonprofit health care borrowers prepare their EMMA filings. Topics to be discussed include:

Register.




Register Now for GFOA's 2020 Virtual Conference.

We’re planning to connect virtually with the high quality programming you’ve come to expect from GFOA. You will be able to attend sessions on familiar core topics like accounting, budgeting, treasury management, and debt.

Register.

Click here to view a list of sessions.

Learn more.




NABL Webinar: Financings of Charter Schools

NABL just released its latest webinar “Financings of Charter Schools” in the 201 Series on NABL U Now. This webinar explores some of the issues associated with financing charter schools, including: how charter schools are structured, various types of financing charter schools usually undertake, certain state specific issues you need to consider and disclosure issues. Panelists, Leah Sandbank, McManimon, Scotland & Baumann, LLC, and Sarah C. Smith, McCarter & English, LLP, pose two hypotheticals to illustrate the types of issues practitioners encounter in charter school financing.




Cybersecurity - Two-Part Webinar Series for NFMA Members

Municipal Cybersecurity Risks

NFMA and MAGNY jointly announce a two-part series of webinars on Municipal Cybersecurity Risks and the unique challenges presented by current circumstances. The first panel hosted by NFMA on April 23 at 12:00 PM EDT, will consist of public finance professionals focusing on and identifying the credit factors and disclosure issues as they relate to cybersecurity risks. On May 6 at 12:00 PM EDT, MAGNY will conduct a follow-up panel from the inside perspectives of cyber security professionals in the field who have worked in or consulted with governments. They will provide a first-hand view of cyber security threats and mitigation and what questions analysts should be asking.

Both webinars are offered to all members of the NFMA as a benefit of membership.

_________________________________________________________

April 23 – 12:00 PM EDT – NFMA on GoToMeetings

Cybersecurity: An Emerging Risk That Has Arrived

Even in this time of social distancing and COVID-19, cybersecurity remains a credit risk. And, now that many of us in the NFMA are working from home, new risks have arisen – Zoom-bombing, anyone? In 2019, the number, types and cost of attacks have risen greatly. Throughout the municipal sector, bond issuers have experienced, ransomware, distributed denial of service attacks, business email compromise (BEC) and even deep fake scams. One mayor under attack offered $400,000 as the ‘going rate’ for ransomware. In a coordinated attack, 23 Texas municipalities were simultaneously shut down. And BEC attacks in late 2019 were getting $2 million an attack from a number of institutions. The rating agencies have begun to change ratings citing cyber breeches as a contributing cause. Please join these panelists in a lively discussion on the evolving sophistication of cybercriminals; the regulatory and market needs for disclosure; lessons learned from attack experiences; the municipal advisors take on preparation and notification; and what the rating agencies are asking in management meetings.

Moderator: Geoffrey Buswick, Managing Director, S&P Global Ratings

Panelists: Gil Southwell, Vice President, Wells Capital Management; Marti Shew, Director, Hilltop Securities; Lindsay Nickle, Partner, Lewis Brisbois

Register for Cybersecurity: An Emerging Risk That Has Arrived on Apr 23, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.

…………………………………………………………………………………………………………………………….

May 6 – 12:00 PM EDT – MAGNY on Zoom

Cybersecurity Professionals on Municipal Cybersecurity Risks

Hear the inside perspectives of cybersecurity professionals in the field who have worked in or consulted with governments. They will provide a first-hand view of municipal cybersecurity threats and mitigation efforts. They will identify and discuss the major threats and issues, including the unique security challenges presented by the COVID-19 disruptions, what type of entities are most vulnerable, and what questions to ask to ascertain if a borrower has the capabilities, resources and processes in place to protect itself from cyber-attacks or recover from one, if compromised.

Moderator: Tiffany Tribbett, Director, S&P Global Ratings

Panelists: David Weinstein, Former CTO, CISO and Cybersecurity Advisor, State of New Jersey; Vikas Bansai, Cyber Security Principal, Deloitte Advisory with municipal and higher education client base; Leroy Terrelonge, Assistant Vice President and Cyber Risk Analyst, Moody’s, Former Director of Intelligence and Operations at Flashpoint (cybersecurity firm) and Analyst at the National Security Agency.

Register for the Cyber Security Professionals on Municipal Cybersecurity Risks on May 6, 2020 12:00 PM EDT here.

After registering, you will receive a confirmation email containing information about joining the webinar.




Webinar: Rating Agencies Speak on COVID-19

April 07, 2020 | 12pm – 2pm (Eastern Daylight Time)

COVID-19 is having and will continue for an indefinite period to have myriad effects, many unprecedented, on the operations, revenues and debt service coverage of municipal market issuers and borrowers. Disclosures about these effects now appear in most official statements and in an increasing number of stickers and voluntary filings with EMMA.

Not surprisingly, the rating agencies have a significant and growing interest in the subject, which can be expected to influence their rating and surveillance processes, ratings analyses, in some cases ratings themselves, and possibly result in some changes in rating criteria. Even though this is a rapidly evolving situation, the rating agencies already have some concerns and perceptions to convey, that may help issuers, bankers and advisors as they evaluate financing plans and develop strategies for how to manage the effects of COVID-19. To that end, Orrick, Herrington & Sutcliffe, LLP has assembled a panel of all four rating agencies for a special Orrick and Bond Buyer hosted webinar.

Speakers

Karen Daly
Senior Managing Director, Public Finance & Financial Guarantors
Kroll

Eric Kim
Senior Director, Public Finance
Fitch

Robin Prunty
Managing Director, Head of Analytics and Research
S&P

Michael Rowen
Managing Director
Moody’s

Click here to register.




Fitch Webinar: Coronavirus Effects for U.S. States and Local Governments

March 26, 2020 at 1:00pm EDT

Please join Laura Porter, Arlene Bohner, Michael Rinaldi and Eric Kim for a discussion and Q&A on how COVID-19 will pressure State and Local Governments March 26 at 1pm ET.

Register Now




Fitch Webinar: Coronavirus Impact on NFP Hospitals and Life Plan Communities

March 25, 2020 at 11:00am EDT

Laura Porter – Managing Director, Global Group Head of Public Finance & Infrastructure
Kevin Holloran – Senior Director, US Public Finance Margaret Johnson – Director, Senior Living Sector Lead

Register Now




NABL U’s The Essentials Conference – New Dates Announced!

Because of the rapidly changing public health concerns surrounding the spread of the coronavirus and personal travel concerns and travel restrictions imposed by firms and government agencies, NABL U’s The Essentials has been rescheduled for June 10-12, 2020, at the Hyatt Regency Dallas. Everything else remains the same – hotel, meeting facilities, top faculty members, and panel session schedule.

The Essentials conference will provide participants with a straightforward overview of the fundamental laws relevant to the public finance practice during four General Sessions and 14 CLE-approved breakout sessions and comprehensive resource materials for their day-to-day practice. Attendees will have the opportunity to network and learn from the esteemed faculty, who are NABL members with established public finance practices.

There is no question that the coronavirus is a serious concern, and NABL’s first priority is the health, safety, and well-being of our members and conference participants. Although we cannot be certain, NABL hopes that by mid-June the current situation will have greatly improved. Please contact NABL’s Chief Operating Officer, Linda Wyman, [email protected] or (202) 503-3300, if you have any questions.

NOTE: If you already registered for The Essentials, your registration will automatically transfer to the new dates. Contact [email protected] if you are unable to attend over the new dates. If you have already made your hotel reservations for the April dates, please note that the hotel will cancel those reservations (and refund the one night nonrefundable deposit). You will receive a cancellation email notification from the hotel, and then you can rebook your hotel reservation online after Tuesday, March 17, using the link provided on nabl.org.




Novogradac 2020 Opportunity Zones Conference.

Hilton Long Beach | April 23, 2020 – 8:00am to April 24, 2020 – 12:00pm

Make connections, grow professionally in Southern California.

The Novogradac 2020 Opportunity Zones Spring Conference provides a deeper understanding of the opportunity zones (OZ) incentive from those that have firsthand experience overcoming structuring and sourcing challenges.

Join hundreds of others in community development–developers, investors, civic officials and more–to hear what’s happening and profit from lessons learned by those blazing the trail in the community development incentive.

Click here to learn more and to register.




MSRB Webinar: Continuing Disclosures and the EMMA® Website.

Join our March 19 webinar to learn about enhancements to the transparency of the timing and modification history of issuers’ financial disclosures on the EMMA website.

Click here to register.




BLX/Orrick 2020 Post-Issuance Compliance Updates Webinar.

10 am PDT / 1 pm EDT | 03/24/2020

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: To TIF or Not to TIF, is TIF the Right Tool For Your Project?

Tuesday, March 17, 2020 | 1:00 PM Eastern

Click here to learn more and to register.




GFOA Budgeting Best Practices in Albuquerque.

GFOA will be in Albuquerque, New Mexico, March 9-12, offering a number of training sessions.

Click here to learn more and to register.




NFMA Annual Conference in New Orleans.

The National Federation of Municipal Analysts will return to New Orleans in 2020. This year’s Jazz Fest will begin on April 23. We have an event website where all information may be found in one place: Click here.

Or look at the following links:




Demystifying P3: A Review of Essential Public-Private Partnership Concepts

Orrick and The Bond Buyer co-hosted a webinar discussing the use of public-private partnerships or P3s in the public finance market. Topics addressed the considerations and financing structures available for government sponsors considering P3 methods of delivery for a project or service.

View the Webinar.

The Bond Buyer | December.17.2019




CDFA Federal Policy Conference.

CDFA Federal Policy Conference

April 14-15, 2020 | Washington, DC

Click here to learn more and to register.




GASB 87: You Inventoried Your Leases, Now What? Practical Steps for Implementation and Lessons Learned.

Wednesday, January 15, 2020

OVERVIEW
This webinar will provide a high-level overview of the new standard, focus on practical steps to take after leases have been inventoried, and lessons learned. Participants will also discover ways to address barriers to adoption upfront, develop a holistic strategy for evaluating lease portfolios, and explore ways to foster agency and institutional involvement.

Click here to learn more and to register.




Fitch US Municipal 2020 Outlook Series Webinars.

Learn more or register now for any of upcoming webinar in the 2020 Outlook series by clicking the titles below.




CDFA // BNY Mellon Development Finance Webcast Series: Forecasting the Bond Market in 2020

Tuesday, January 21, 2020 | 1:00 PM Eastern

Register Now




Fitch On Demand Webinar: Nashville Airport Subordinate Airport Revenue Bond Series 2019A&B

Fitch hosted a webinar to discuss our new rating of Metropolitan Nashville Airport Authority.

Please join Scott Zuchorski, Seth Lehman, and Jeffrey Lack for a discussion of the airport, our rating, and our thought process.

Register Now




2020 NAST Legislative Conference.

February 9-11, 2010 | Washington DC

Registration is now open for NAST’s Legislative Conference and ABLE Expo in Washington, DC at the historic Mayflower Hotel located north of the White House. All events will take place at the Hotel unless otherwise noted. Sunday’s events are business casual and business attire on Monday and Tuesday.

Click here to learn more and to register.

National Association of State Treasurers




CDFA // BNY Mellon Development Finance Webcast Series: Sourcing Local Capital for Community Projects

Tuesday. December 17, 2019 . | . 1:00 PM Eastern

Click here to learn more and to register.




Fitch North American Project Finance: Lessons Learned

Fitch Ratings’ Infrastructure analytical team has published a report and interactive tool outlining the lessons we’ve learned covering various North American P3 projects.

Fitch will also be hosting a webinar on Wednesday, November 13th at 11:00 AM ET on which the report will be available for download. Register Now.




CDFA-Ice Miller Broadband Financing Bootcamp.

December 4, 2019 | 1:00 PM – 4:00 PM Eastern

Click here to learn more and to register.




NFMA Advanced Seminar on Higher Education: Sector Under Stress

The Education Committee is pleased to open registration for the Advanced Seminar on Higher Education to take place on January 23 & 24, 2020 in Los Angeles.

To view the program, click here. To see who is speaking (more to come), click here.

To register, click here.




AM Best to Host Webinar on Municipal Bonds: The Evolution of an Important Asset Class for Insurers

AM Best will host a complimentary webinar, sponsored by Invesco, on Nov. 13, 2019, at 2 p.m. (EST). Asset managers will examine the state of the current municipal bond market, the impact of tax reform, as well as where insurers are discovering opportunities and avoiding pitfalls in this large, but shifting, sector.

Register now.

Panelists include:

Attendees can submit questions during registration or by emailing [email protected] The event will be streamed in video and audio formats, and playback will be available to registered viewers shortly after the event.

AM Best is a global credit rating agency and information provider with an exclusive focus on the insurance industry. Visit http://www.ambest.com for more information.

Copyright © 2019 by A.M. Best Company, Inc. and/or its affiliates. ALL RIGHTS RESERVED.

Business Wire | October 21, 2019




FASB and GASB to Cohost In Focus: Not-For-Profit and Governmental Accounting Webcast for Academics

Norwalk, CT, October 1, 2019 — The Financial Accounting Standards Board (FASB) and the Governmental Accounting Standards Board (GASB) today announced their joint webcast providing an update for college and university accounting educators on major recent FASB and GASB standards. IN FOCUS: Not-for-Profit and Governmental Accounting Webcast for Academics takes place Friday, November 1, from 1:00 to 2:40 p.m. Eastern Daylight Time.

Participants in the live broadcast (which is offered free of charge to those who preregister) will be eligible for up to 2.0 hours of Continuing Professional Education (CPE) credits. (CPE credit is not available for group viewing of the live broadcast.)

The webcast will feature FASB Assistant Director—Nonpublic Entities Jeff Mechanick and GASB Senior Research Manager and Governmental Accounting Standards Advisory Council (GASAC) Coordinator Dean Michael Mead, covering the following topics:

  1. Update on the GASB Statement on Conduit Debt and three major proposals planned for 2020 including Financial Reporting Model Reexamination, Revenue and Expense Recognition, and Disclosure Framework
  2. Update on recent FASB amendments to Not-for-Profit Financial Statements, the accounting for Grants and Contracts of Not-for-Profit Entities, and the accounting for Goodwill and Certain Intangible Assets of Not-for-Profit Entities
  3. Noteworthy recently issued standards and ongoing projects of the FASB and the GASB
  4. Overview of FASB and GASB resources for academics and programs to connect academic research to standards setting
  5. Question-and-answer session.

Participants will have the opportunity to submit questions to the panelists during the live event.

An archive of the webcast will be available on both the FASB and GASB websites after the live event. (CPE credit will not be available to those who view only the archived webcast.)

For more information about the webcast, visit www.fasb.org or www.gasb.org.

About the Financial Accounting Standards Board

Established in 1973, the FASB is the independent, private-sector organization, based in Norwalk, Connecticut, that establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations that follow Generally Accepted Accounting Principles (GAAP). The FASB is recognized by the Securities and Exchange Commission as the designated accounting standard setter for public companies. FASB standards are recognized as authoritative by many other organizations, including state Boards of Accountancy and the American Institute of CPAs (AICPA). The FASB develops and issues financial accounting standards through a transparent and inclusive process intended to promote financial reporting that provides useful information to investors and others who use financial reports. The Financial Accounting Foundation (FAF) supports and oversees the FASB. For more information, visit www.fasb.org.

About the Governmental Accounting Standards Board

Established in 1984, the GASB is the independent, private-sector organization, based in Norwalk, Connecticut, that establishes financial accounting and reporting standards for U.S. state and local governments that follow Generally Accepted Accounting Principles (GAAP). These standards are recognized as authoritative by state and local governments; state Boards of Accountancy; and the American Institute of CPAs (AICPA). The GASB develops and issues financial accounting standards through a transparent and inclusive process intended to promote financial reporting that provides useful information to taxpayers, public officials, investors, and others who use financial reports. The Financial Accounting Foundation (FAF) supports and oversees the GASB. For more information, visit www.gasb.org.




Catalyzing Opportunity Zone Investments in New England (2019)

October 22, 2019 | Boston, MA

Join CDFA for the Catalyzing Opportunity Zone Investments conference in New England on October 22, 2019 for a special one-day event hosted at the Federal Reserve Bank of Boston. This event will feature a number of economic development finance experts from Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont discussing Opportunity Zones and the development finance tools, authorities, resources and approaches, and how these can affect the New England economies going forward.

Register today to reserve your spot at the Catalyzing Opportunity Zone Investments in New England conference.

Click here to learn more and to register.




CDFA EDA RLF Training Course - Tampa

November 5-6, 2019 | Tampa, FL

The CDFA EDA Revolving Loan Fund Training Course is a two-day training course tailored to address the specific needs of EDA RLF Grantees. The course is based on CDFA’s highly acclaimed Intro Revolving Loan Fund Course and offers an in-depth look at RLF program development, implementation and management.

Participants will learn the essential elements needed to operate a successful EDA RLF program with a focus on program design, marketing, management, loan underwriting and processing strategies, disclosure and monitoring, evaluations and program risk strategies.

In addition, the course will focus on highlighting the perspective of many different EDA RLF grantees who have experienced success with an emphasis on replicability and peer to peer learning. Each day will include presentations from RLF experts and EDA RLF grantee peers to encourage discussion and ongoing collaboration.

The CDFA EDA Revolving Loan Fund Training Course is being held as part of the CDFA EDA RLF Best Practices Program.

Click here to learn more and to register.




Advanced Tax Increment Finance Course.

November 6, 2019 | Tampa, FL

CDFA’s Advanced Tax Increment Finance Course builds upon CDFA’s Intro TIF Course by focusing more concretely on structuring the deal and developing short- and long-term policies. You will also learn about performance monitoring, feasibility analysis and using TIF in conjunction with other development finance tools.

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.

Click here to learn more and to register.




AICPA'S Ethics Interpretation: State & Local Government Client Affiliates Webinar

10/17/2019 2:00 PM EDT | 10/17/2019 3:15 PM EDT

OVERVIEW

NASACT is pleased to announce the latest in its series of training events addressing timely issues in government accounting, auditing and financial management.

Stay current on new independence guidance. Let us help you navigate the revised State and Local Government Client Affiliates interpretation recently adopted by the AICPA Professional Ethics Executive Committee. Join the PEEC task force chair, Nancy Miller, and AICPA technical staff as they give practical insight on the interpretation and demonstrate tools currently being developed to assist you.

SEE FULL SESSION DETAILS.

REGISTER.

COST
$299 per group (unlimited attendance); $50 per person; $25 per person if no CPE required

• Use promo code: INDWEB to receive individual discount pricing with CPE.
• Use promo code: INDNOCPE to receive individual discount pricing with no CPE required.

Contact:
Pat Hackney
Email: [email protected]
Phone: (859) 276-1147




Novogradac 2019 Opportunity Zones Fall Conference - Chicago

The Fairmont Chicago Millennium Park

October 24, 2019 – 8:00am to October 25, 2019 – 12:00pm

Novogradac’s Opportunity Zones Conference is one of the largest attended events in the community development arena, where fund sponsors, developers, investors, accountants, lawyers and others gather to discuss and learn how to effectively invest in qualified opportunity funds.

Don’t miss this chance to meet with more than 500 leaders from across community development industries to discuss critical trends, challenges and solutions related to expanding the implementation of opportunity zones in order to transform some of the nation’s most disadvantaged communities.

Click here to learn more and to register.




CDFA to Host Free Webinar on 2018 CDFA Volume Cap Report.

Analysis of the 2018 CDFA Volume Cap Report and Capital Markets Review | October 15, 2019 @ 1:00 PM Eastern

The annual CDFA Volume Cap report is an essential outline of national private activity bond issuance trends and is used by issuers, researchers, trade groups, and political offices to understand the private activity bond landscape. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we will examine the recently released Volume Cap Report in fine detail as well as discuss the fourth-quarter outlook of the capital markets.

Stuart Weiss, Moderator
Vice President, Sales
The Bank of New York Mellon

More speakers will be announced soon.

Register




Advanced Tax Increment Finance Course.

November 6, 2019 | Tampa, FL

CDFA’s Advanced Tax Increment Finance Course builds upon CDFA’s Intro TIF Course by focusing more concretely on structuring the deal and developing short- and long-term policies. You will also learn about performance monitoring, feasibility analysis and using TIF in conjunction with other development finance tools.

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.

Click here to learn more and to register.




FINRA 2019 Advertising Regulation Conference.

October 24-25 | Washington, DC

FINRA’s Advertising Regulation Conference offers a comprehensive agenda designed for new and experienced advertising professionals. Industry and regulatory speakers will facilitate interactive, forward-looking discussions on current practices, policies, priorities and emerging regulations. This year’s conference also includes opportunities to network with industry peers and meet one-on-one with Advertising Regulation Department staff during office hours and throughout the event.

Click here to learn more and to register.




2019 Median Ratios for Not-For-Profit Hospitals and Healthcare Systems: Fitch Webinar Replay

Fitch Ratings hosted a webinar to discuss the 2019 Median Ratios for Not-For-Profit Hospitals and Healthcare Systems. Please see our recent press release on smaller U.S. NFP hospitals and their positive turnaround in operating margins.

Listen Now




California Economic Summit.

November 7-8 | Fresno

Read More.




Intro Opportunity Zones Finance WebCourse.

September 24-25, 2019 | 12:00 – 5:00 PM Eastern

Click here to learn more and to register.




The Bond Buyer's California Public Finance Conference.

San Francisco | September 23-25, 2019

For the past 29 years The Bond Buyer’s California Public Finance Conference has been the place where all of California’s municipal finance leaders — from public sector issuers to investors, investment bankers, municipal advisors, rating agencies, buyers and bond counsels — have met to discuss the key topics of the day including infrastructure, tax reform fallout, and the cessation of advance refunding.

Join us this September in San Francisco as leading municipal finance experts and senior issuers address these critical topics. What will take place in San Francisco goes well beyond the session rooms. Through a variety of networking opportunities, including the yearly golf tournament, you will gain as much by interacting with your 750+ fellow attendees as you will from the informative sessions. Spend three days with the State’s policymakers and dealmakers to gain the information and best practices you need to deal with the challenges facing issuers and the municipal bond market.

Attendees leave the conference invigorated by the knowledge and strategies that have been shared to thrive in today’s municipal market. Join us for a vigorous and thought-provoking discussion … and a full slate of networking opportunities that The Bond Buyer conferences are known for.

Click here to learn more and to register.




P3 Showcase: Building Michigan’s Infrastructure Through P3s

Lansing, MI | October 31, 2019

Join NCPPP for the latest P3Showcase, Building Michigan’s Infrastructure Through P3s, this October. Infrastructure in Michigan and across the country is faced with a growing portfolio of infrastructure challenges, such as roads, bridges, stormwater and wastewater facilities, university housing, and other social infrastructure, that needs to be built or renovated.

This P3Showcase will offer an advanced and in-depth look at how P3s have been utilized this far and how they can be more widely used in Michigan.

Click here to learn more and to register.




CDFA EDA RLF Training Course - Chicago

September 10-11, 2019 | Chicago, IL

Click here to learn more and to register.




CDFA-Bricker PACE Webinar Series: PACE Transactions

September 11, 2019 | 11:00 AM – 1:00 PM Eastern

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: Fill In The Gaps with New Markets Tax Credits

Tuesday, September 17, 2019 | 1:00 PM Eastern

Click here to learn more and to register.




MSRB Podcast: A Conversation About Yield Curves

The municipal securities market is composed of more than one million unique bonds, each with its own specific structural characteristics, ratings and yields. Market benchmarks such as yield curves, provide sector-specific or broad market information about the general level of municipal interest rates. Not all benchmarks and yield curves are created equal. Hear about how different yield curves are used to evaluate a bond’s yield or performance.

Listen to the podcast.

Posted: 4/9/2019




Municipal Finance Data Forum Midwest.

9:00 AM ET Thursday, October 3, 2019

XBRL US Meeting || Northern Illinois University, Naperville Campus, 1120 E. Diehl Rd, Naperville, IL

Sponsored & Hosted by:
Northern Illinois University’s Center for Governmental Studies

Join this half-day forum on how data standardization is changing the face of municipal financial reporting.

Hear public sector and financial data standards experts discuss how standardizing reported data can improve the efficiency of disclosures by U.S. state and local governments. This forum will feature speakers from the Bond Buyer, the Illinois Office of the Controller (IOC), Northern Illinois University Center for Governmental Studies, Truth In Accounting, Will County, and more.

This event is free to attend but requires advance registration. Seating is limited.

Click here to learn more and to register.




GFOA Announces Encore Presentations of 24th Annual Governmental GAAP Update.

GFOA’s 24th Annual Governmental GAAP Update web-stream event will take place from 1:00 to 5:00 pm (Eastern) on November 7, 2019, with encore presentations on December 5, 2019, and January 16, 2020. Take advantage of early and group registration discounts. Earn 4 CPE credits with your participation.

Learn More




Evaluating Local Government Security Ratings: Fitch Webinar

WHEN: August 07, 2019 3:00pm EDT

ABOUT THE EVENT

Join Fitch for a discussion on proposed revisions to evaluating securities relative to the related government’s issuer default rating.

Speakers:

View On-Demand




GFOA 24th Annual Governmental GAAP Update.

24th Annual Governmental GAAP Update

Training Type: Web-Streaming

Date and Time: Nov 7 2019 – 1:00pm to 5:00pm EST

CPE Credits: 4

Member Price: $180.00
Non-Member Price: $195.00

Prerequisite: Knowledge of state and local governmental accounting and financial reporting.

Speakers:

Who Will Benefit: State and local governmental accounting and financial reporting professionals, state and local government CFOs, and auditors of state and local governments.

Program Description: Government Finance Officers Association (GFOA) will offer its 24th Annual Governmental GAAP Update on November 7, 2019, December 5, 2019, and again on January 16, 2020, using the latest video and audio streaming technology. The seminar offers an incomparable opportunity to learn everything you need to know about the most recent developments in accounting and financial reporting for state and local governments from the convenience of your own computer! Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel!

Participate in interactive exercises to test your knowledge of the material being presented. Receive immediate feedback to your questions during the program from GFOA’s Technical Services staff.

KEY TOPICS

Seminar Objectives:

Participants in this year’s GAAP Update should achieve a practical knowledge of:

GAAP Update FAQs

Other Documents:




GASB Webinar: Implementation Guides for Fiduciary Activities and Leases

Thursday, September 26, 2019, from 1:30 to 3:15 p.m. Eastern Time.

Registration is now open for CPE Webinar IN FOCUS: GASB Implementation Guides for Fiduciary Activities and Leases.

Media Advisory

Course Description and Registration




NFMA Advanced Seminar on Healthcare.

The National Federation of Municipal Analysts Education Committee will hold an Advanced Seminar on the Changing Face of Healthcare in Minneapolis on October 17 & 18, 2019.

To view the program, click here.

To register, click here.




P3 Bootcamp: The Premier P3 Training Course

SEPTEMBER 25, 2019 | LOS ANGELES, CA

ABOUT

P3Bootcamp is an intensive one-day learning session that teaches public- and private-sector leaders how partnerships work and the proven strategies for assembling successful projects. Instructors for the P3Bootcamp series are leaders within the field and working on the biggest, most innovative projects today. Faculty includes well-respected government officials and executives from the legal, financial, consulting, insurance and real estate fields.

P3Bootcamp Program

When you attend a P3Bootcamp, you’ll experience informative panel discussions on topics similar to the below. Click here to download the Los Angeles P3Bootcamp agenda.

The Framework of Public-Private Partnerships & First Steps in the Process

Identifying and Developing a P3 Project

The Procurement Process/Best Practices

P3 Financing

P3 Market Trends

Click here to learn more and to register.




Fitch ESG Relevance Scores - Webinar and What Investors Want to Know

Fitch has just published a “What Investors Want to Know” report about our ESG scores and methodologies based on questions received from investors. Please click the link below to watch our on-demand webinar on our ESG methodology in US Public Finance, and Infrastructure and Project Finance.

Listen Now




Opportunity Zone Conference Call.

Aug 02,2019 | 2:00PM EDT

On Friday, August 2, the White House Office of Intergovernmental Affairs, in conjunction with the White House Opportunity and Revitalization Council and in partnership with the National League of Cities and the U.S. Conference of Mayors, is hosting an Opportunity Zone briefing and discussion call with Senior White House and Administration Officials, including Scott Turner (Executive Director, White House Opportunity and Revitalization Council).

The purpose of the call is to provide the nation’s mayors and other municipal officials with an update on the White House Opportunity & Revitalization Council’s ongoing work, highlight and share best practices and success stories from communities around the country, and answer pertinent questions. Among other topics, we will discuss recent regulatory and implementation developments, including the continued streamlining, coordinating, and targeting of existing Federal grant programs and otherwise towards Opportunity Zones. If you would like to participate, please register following the link. Please feel free to share with your colleagues.

Date: August 2, 2019
Time: 2:00PM EDT
Call-In Information: RSVP Here




BLX/Orrick 7th Annual Post-Issuance Compliance Workshop.

BLX/Orrick 7th Annual Post-Issuance Compliance Workshop

Austin, TX | November 14-15

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing.

Click here to learn more and to register.

The BLX/Orrick Post-Issuance Compliance Workshop is going to Texas and The LINE Hotel in Austin! Reserve your place today at this 7th annual educational event.

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions allow for audience participation and address questions from participants relating to real life situations. Our team strives to make the discussion of tedious tax laws understandable and relatable.




Fitch Webcast: U.S. Housing Finance Agency (HFA) Loan Program Rating Criteria.

Date: July 11, 2019
Time: 11:00 AM EDT

Join Laura Porter and Mikiyon Alexander for a summary of Fitch’s consolidated master criteria report titled ‘U.S. Housing Finance Agency (HFA) Loan Program Rating Criteria’.

Speakers:
Laura Porter – MD, Regional Group Head, US Public Finance
Mikiyon Alexander – Director, US Public Finance

Register Now




Webcast Replay: U.S. Not-for-Profit Higher Education Median Webcast

Jun. 26, 2019 | New York

S&P Global Ratings U.S Public Finance held a live webcast and Q&A discussion on Wednesday, June 26th at 2:00 pm Eastern Time on the U.S Not-for-Profit Higher Education sector, highlighting both the Fiscal 2018 Public University Median Report and the Fiscal 2018 Private University Median Report, which was published the week prior to the webcast.

View The Webcast Replay




The National Institute of Public Finance Certificate in Public Treasury Management Program.

July 14-17, 2019 | Malibu, CA

Intensive Public-Finance Curriculum Providing Crucial Insight and Cutting-Edge Strategies

The 2019 National Institute of Public Finance (NIPF) includes an intensive public finance curriculum, providing crucial insight into current public finance issues; developing the skills required for the future, free from commercial influence; and sharing ideas, best practices, and cutting-edge strategies.

Participants in each track will complete:

Click here to learn more and to register.




SIFMA's LIBOR Transition Briefing, July 15 in NYC

July 15, 2019 | SIFMA Conference Center, NYC

Registration Open

On July 15, SIFMA will host the LIBOR Transition Briefing in New York City to discuss the transition from the London Inter-bank Offered Rate (LIBOR) to alternative interest rate benchmarks.

Hear from policymakers at the center of the transition on what financial firms need to do today as well as the next stage in the move away from LIBOR to ensure a sound, coordinated industry effort.




Attend the GFOA Leadership Academy.

Enhance your leadership skills and advance your career by attending GFOA Leadership Academy, October 13-18 at the College of Charleston in Charleston, SC. This weeklong training session provides ambitious public and government finance professionals an opportunity to bolster their leadership and management skills to better serve their communities. The application deadline is June 30.

Click here to learn more.




Fitch Webinar: ESG Relevance Scores for US Public Finance, and Infrastructure and Project Finance Now Available On-Demand

Environmental, Social and Governance (ESG) factors are increasingly important for investment decisions, which is why Fitch has introduced ESG relevance scores to show relevance and materiality of ESG to ratings.

Speakers:

Listen Now




S&P Live Webcast and Q&A: U.S. Not-for-Profit Higher Education Median Webcast

Jun. 26, 2019 | New York

Please join S&P Global Ratings U.S Public Finance on Wednesday, June 26th at 2:00 pm Eastern Time, for a live webcast and Q&A discussion on the U.S Not-for-Profit Higher Education sector, highlighting both the Fiscal 2018 Public University Median Report and the Fiscal 2018 Private University Median Report, which will be published the week prior to the webcast. While you will be able to submit questions live during the webcast, please also feel free to submit questions in advance with your registration.

Register For This Webcast




CDFA to Host Webinar on Opportunity Zones and Affordable Housing with HUD, USDA.

June 27 | 2:00 PM Eastern

Click here to learn more and to register.




CDFA Illinois Roundtable - Opportunity Zones & Development Finance

July 25, 2019 | Chicago, IL

Register Now




BLX/Orrick Post-Issuance Compliance Webinar: 2019 Updates from the Front Line

Orrick and BLX hosted a webinar on recent post-issuance compliance topics, including new rules and regulations, and audits relating to tax-exempt debt from experts who regularly interact with Treasury department officials and the IRS.

Watch Webinar.

PDF of this presentation is available here: Post-Issuance Compliance: 2019 Updates From the Frontline

For additional information on the webinar or the services BLX Group offers to assist you with your post-issuance compliance needs, please contact:

Cynthia Sixtos
[email protected]
213 612 2207




Brookings 8th Annual Municipal Finance Conference.

Brookings Institution
Washington, DC

Monday, Jul 15, 2019 1:30 PM – Tuesday Jul 16, 2019 12:00 PM EDT

Register for Webcast.

Register to Attend.




Proposed Changes to Fitch U.S. Water & Sewer Utilities Rating Criteria: Webinar

May 23, 2019 2:00PM EDT

Please join us for our discussion of the proposed changes to Fitch’s U.S. Water and Sewer Utilities Rating Criteria. Key points include:

Register Now




Webinar: Variable Rate Demand Obligations for Affordable Housing

The Bond Buyer | April.11.2019

In the area of affordable housing finance, some Issuers have returned to, or are considering returning to, issuing variable rate demand obligations (VRDOs). This has led Issuers to revisit credit support, tender mechanics and structuring and disclosure considerations. Even issue price has required some new thinking. Watch this on-demand webinar from Orrick and the Bond Buyer to learn more about VRDOs in the context of affordable housing.

Topics discussed:

Listen to audio.




The Landscape of Mega Project Incentives: CDFA Webinar

The Landscape of Mega Project Incentives | June 18, 2019 @ 1:00 PM Eastern

Mega projects are arguably the most fascinating developments that can be undertaken. From developers to average citizens, projects of such a grand scale attract the attention of everyone. In order to make development dreams become a reality, proposals call for public entities to solve myriad financing challenges. This trend has continued to show up in projects such as the new Foxconn plant in Wisconsin and Amazon’s recent decision on the location for HQ2. During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers will provide an in-depth overview on the approaches currently being used by cities, counties and states across the U.S. to attract mega projects.

Speakers will be announced soon.

Register




S&P Extra Credit Todd Talks: The Todds Continue To Talk On Pensions And OPEB Issues

This week they talk about asset transfers and other post-employment benefit obligation bonds (OOBs). Carol Spain will discuss recent trends in these areas with respect to Illinois.

Listen to Audio

May 6, 2019




Apply Now for GFOA's Leadership Academy.

The new GFOA Leadership Academy builds off the key program tenets that were part of the AGFI for over 30 years, with enhanced…

More




Webinar: Fitch’s Response to First Circuit Court of Appeals Ruling on Special Revenue Protections.

Now Available On-Demand

Fitch hosted a webinar to discuss our response to the March 26, 2019 ruling by the United States Court of Appeals for the First Circuit regarding the bondholder protections provided by special revenue status under Chapter 9 of the U.S. bankruptcy code.

Listen Now




New Community Strategies for Brownfields: Opportunity Zones

May 21, 2019 – 2:00 – 3:30 PM

There are numerous and diverse types of financing tools and incentives available to communities for tackling the challenges of financing brownfields redevelopment. From tax-exempt bonds to district-based financing to revolving loan funds, the financing for brownfields redevelopment is often layered with multiple financing tools to produce the final project capital stack. With the passage of the 2017 Tax Cuts and Jobs Act, communities now have a new federal incentive in their toolbox: Opportunity Zones. Through a special partnership with KSU TAB, CCLR, and CDFA, webcast panelists will explore how communities are preparing themselves for Opportunity Zone investments and with the release of new proposed regulations, how this emerging industry is beginning to mold its first deals. Speakers will also examine how communities across the U.S. are integrating these new strategies with current and future redevelopment plans, with a specific focus on brownfields sites.

Click here to learn more and to register.




NASBO 2019 Introduction to State Budgeting Seminar.

August 21-23 – Arlington, Virginia

This seminar is geared toward state budget analysts with two years or less experience. Providing informative sessions that focus on communication strategies, budgeting from the perspective of an analyst, as well as an in-depth analysis of budget requests utilizing case studies. Come network with colleagues by program area to share best practices and discuss budgeting challenges. The seminar will begin Wednesday night with a networking excursion and end at noon on Friday.

Click here to learn more and to register.

National Association of State Budget Officers




NAST Treasury Management Training Symposium.

National Association of State Treasurers (NAST) Treasury Management Training Symposium

May 23, 2019 – May 24, 2019 – Providence, Rhode Island

On May 23, 2019, join the MSRB for a town hall meeting to provide an opportunity for MSRB Board members and staff to hear directly from municipal market participants.

On May 24, 2019, MSRB Chief Education Officer Ritta McLaughlin and MSRB Market Transparency Director Leah Szarek will present the “3Cs of EMMA for Debt Managers.”

Register.




ReConnecting Rural Broadband - Strategies for Funding Success: CDFA Webinar

Friday, May 10, 2019 – 1:00 PM Eastern

-Overview
It’s a well-known fact that rural communities often face crises of connectivity. They suffer from small economies of scale and lack the capacity to fund and operate broadband networks. Yet high-speed internet is necessary in the twenty-first century economy, so the funding gap must be bridged. In an attempt to address these issues, USDA Rural Development just issued a funding notice for a new program: the Rural e-Connectivity Pilot Program (“ReConnect”). The ReConnect Program joins a growing field of potential sources of capital for rural internet infrastructure projects. Join CDFA and experts from across the country as we discuss creative solutions for responding to ReConnect’s funding notice, and discover additional creative methods of financing rural broadband infrastructure.

Click here to learn more and to register.




View Conference Sessions for GFOA's 113th Annual Conference.

GFOA’s Annual Conference will include more than 75 concurrent sessions featuring leading practitioners, subject matter experts, and top researchers. Each session will contain a panel of speakers carefully selected to provide best practice guidance, discussion of current events, case studies, debate, etc.

Read more




10 Years in Ports – Americas: Fitch Webiinar

Date: Thursday, April 25th, 2019
Time: 2:00 PM EDT

Fitch will host a webinar to discuss how ports have performed over the past decade, how this may change in the coming decade, and what challenges the sector faces going forward. This discussion will focus on trends in the Americas as well as globally.

Speakers:
Emma Griffith – Senior Director, Global Infrastructure Ratings
Isabella Magalhaes – Associate Director, Global Infrastructure Ratings

Register Now




Fitch’s Response to First Circuit Court of Appeals Ruling on Special Revenue Protections.

Fitch hosted a webinar to discuss our response to the March 26, 2019 ruling by the United States Court of Appeals for the First Circuit regarding the bondholder protections provided by special revenue status under Chapter 9 of the U.S. bankruptcy code.

Listen Now




P3 Policy and Delivery Summit in Washington D.C. May 14-15.

One of the key events for the P3/infrastructure industry this year will be the P3 Policy and Delivery Summit, which is being held in Washington D.C. on May 14th and 15th. The Summit is taking place during, and in partnership with, Infrastructure Week, and is poised to attract industry leaders from the private sector and senior officials from federal, state, and local government. The event will be held at the Cosmos Club, a D.C. landmark listed on the National Register of Historic Places.

The Summit’s focus is to analyze the respective roles of federal, state and local government in helping deliver world-class infrastructure across all sectors in the U.S. via P3s. The conference is particularly timely, given the imminent Infrastructure Bill, which it is hoped will move forward with bipartisan support. The program for the Summit has been developed in collaboration with DJ Gribbin, former Infrastructure Advisor to President Trump, and current Nonresident Senior Fellow, the Brookings Institution; Senior Operating Partner, Stonepeak Infrastructure Partners; and founder, Madrus, LLC.

In addition to Mr. Gribbin, keynote speakers include: Andrew Wheeler, Acting Administrator, Environmental Protection Agency, Derek Kan, Under Secretary, U.S. Department of Transportation, Ryan Fisher, Principal Deputy Assistant Secretary of the Army for Civil Works and Tim Petty, Assistant Secretary for Water and Science, U.S. Department of Interior. The organizers are also anticipating having a member of the House Committee on Transportation & Infrastructure as a keynote speaker.

Geoff Yarema, partner and co-founder of Nossaman’s Infrastructure Practice Group, will be part of the event’s closing panel “P3’s–Past, Present, and Future” along with Robert Poole, Director of Transportation Policy for the Reason Foundation and Mike Parker, Americas Infrastructure Leader, EY Transaction Advisory Services.

Additional topics that will be covered at the Conference include:

For more information on the event, you can visit the Summit website here.

By Evan Caplicki on April 12, 2019

Nossaman LLP




S&P Webcast Replay: Request for Comment: Issuer Credit Ratings Linked to U.S. Public Finance Obligors’ Creditworthiness

Mar. 28, 2019 | New York

S&P Global Ratings analysts from the U.S Public Finance and Methodologies teams held a live, interactive webcast on Thursday, March 28, 2019 at 2:00 p.m. Eastern Daylight Time, where they discussed the recently released Request for Comment: Issue Credit Ratings Linked to U.S. Public Finance Obligors’ Creditworthiness.

View The Webcast Replay




S&P Extra Credit: What Makes Charter Schools Unique

Why does the charter school sector tend to have lower ratings than other sectors within USPF? Listen to Lisa Schroeer talk with Jessica Wood, Kaiti Wang and Luke Gildner about charter schools. We cover the sector broadly and then dive deeper into Colorado and California charter schools. We highlight trends, differences and similarities.

Listen to Audio

Mar. 25, 2019




Novogradac 2019 Opportunity Zones Spring Conference.

Hyatt Regency Denver at Colorado ConvCtr | April 25, 2019 – 8:00am to April 26, 2019 – 12:00pm

We look forward to welcoming opportunity zones (OZ) stakeholders of all types to Denver for the Novogradac 2019 Opportunity Zones Spring Conference.

With the release of the first tranche of Treasury guidance on the OZ incentive and the expected release of a second tranche before April, we hope you take advantage of this conference to get the latest information on OZs, as well as make new contacts and renew existing relationships in Denver.

We encourage you to add your name to the list of the attendees at the Hyatt Regency Denver at Colorado Convention Center, where we will discuss a range of topics covering all dimensions of the OZ incentive, with information for developers, investors, government entities and anyone else in community development.

We’ve tailored the agenda to address the topics that are most important to those interested in the OZ incentive. Some of the topics that our expert panelists will address April 25-26 include:

We’ll also offer three tracks of panels on Thursday afternoon: In the first track we will cover significant organizational and operational matters on opportunity funds; in the second track we will cover hot topics around the various types of OZ businesses; and in the third track we will do a deep dive into technical tax aspects of the incentive.

Networking possibilities will be plentiful in Denver, where you can meet with leading professionals, including members of the Novogradac & Company LLP OZ practice, before and after each session. There also will be a networking reception Thursday evening.

Our hope is that the Novogradac 2019 Opportunity Zones Spring Conference will not only be educational and encouraging, but that you will leave Denver with knowledge and relationships that will help you continue to thrive in OZs for 2019 and beyond.

John Sciarretti, CPA | Conference Chairman

Click here to learn more and to register.




National Association of Bond Lawyers (NABL) Essentials Conference - Chicago

April 24, 2019 – April 26, 2019

MSRB staff will review the MSRB rules for bond lawyers and demonstrate EMMA tools that are essential for serving municipal market clients in Chicago, Illinois.

Register




CDFA Federal Policy Conference.

With the 116th Congress now in session, the time is ripe for a focused, national discussion on the federal development finance landscape. On April 16-17 in Washington DC, CDFA will host its 2019 CDFA Federal Policy Conference, featuring development finance experts and practitioners from key federal agencies, congressional offices, and policy organizations. The CDFA Federal Policy Conference will highlight rural and urban financing programs, the Opportunity Zones incentive, programs for supporting small business development, as well as financing programs for infrastructure, energy, brownfields remediation, and water systems financing.

Conference panels and workshops will be led by our federal financing partners at the Departments of Housing and Urban Development, Agriculture, Transportation, and Treasury, as well as the Economic Development Administration, the Environmental Protection Agency, and the Small Business Administration. Additionally, CDFA will highlight the development finance plans of key Congressional representatives from the House Committee on Ways and Means and the Senate Committee on Finance.

Don’t miss this opportunity to unlock the federal financing toolbox in your community. The event will be held at the Washington Marriott Georgetown, and space is limited to the first 250 attendees – register early to secure your seat!

CDFA will hold its spring Capitol Hill Day on April 18. Attendance for Capitol Hill Day is optional, but all participants in the CDFA Federal Policy Conference are encouraged to attend.

Click here to learn more and to register.




CDFA // BNY Mellon Development Finance Webcast Series: The Landscape of Mega Project Incentives

The Landscape of Mega Project Incentives | June 18, 2019 @ 1:00 PM Eastern

Mega projects are arguably the most fascinating developments that can be undertaken. From developers to average citizens, projects of such a grand scale attract the attention of everyone. In order to make development dreams become a reality, proposals call for public entities to solve myriad financing challenges. This trend has continued to show up in projects such as the new Foxconn plant in Wisconsin and Amazon’s recent decision on the location for HQ2. During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers will provide an in-depth overview on the approaches currently being used by cities, counties and states across the U.S. to attract mega projects.

Speakers will be announced soon.

Register




Fitch Webinar: State Revenue Trends after Review of Executive Budgets

March 21, 2019 at 2PM EST

Laura Porter will speak to Douglas Offerman and Eric Kim about the latest developments in state credit ratings. Topics will include revenue volatility related to last year’s federal tax changes, key themes in governors’ executive budget proposals, and an update on state pension issues. Plus we will have a live Q&A session to take on hot topics from the investor community.

Register Now.




View Conference Sessions for GFOA's 113th Annual Conference in Los Angeles.

GFOA’s Annual Conference will include more than 75 concurrent sessions featuring leading practitioners, subject matter experts, and top researchers. Each session will contain speakers carefully selected to provide best practice guidance, discussion of current events, case studies, debate, and interactive exercises.

View Conference Sessions.




Fitch On-Demand: How Prepared are California Credit for the Next Recession

California credits, specifically the state, counties and cities and school districts, are all better prepared to manage through the next economic downturn; however, some school districts throughout the state may feel its effects more acutely. Please join us as we discuss how prepared California credits are for the next recession.

Listen on Demand




S&P Webcast Replay: 2019 Global Not-for-Profit Higher Education Outlook

Jan. 31, 2019 | New York, NY

S&P Global Ratings U.S Public Finance team held a live, interactive webcast on Thursday, January 31st at 2:00 pm Eastern Standard Time, for a discussion on the Global Not-for-Profit Higher Education sector Outlook, which covered both the U.S. Not-for-Profit Higher Education sector as well as International Not-for-Profit Higher Education conditions.

View The Webcast Replay




S&P Webcast Replay: 2019 U.S.Not-for-Profit Charter School Outlook

Jan. 22, 2019 | New York, NY

S&P Global Ratings U.S Public Finance held a live, interactive webcast on Tuesday, January 22nd at 2:00 pm Eastern Standard Time, for a discussion on the U.S Not-for-Profit Charter School sector Outlook. We introduced our new Charter School Sector Leader, Jessica Wood.

View The Webcast Replay




CDFA - PFM Capital Markets Webinar Series - What Your Bond Finance Team Worries About

CDFA – PFM Capital Markets Webinar Series

November 28, January 10, February 7, March 14, April 16, May 7

Monthly: 2:00 – 3:30 PM Eastern

CDFA has partnered with Public Financial Management (PFM) to host a six-part webinar series on current events and latest trends in the capital markets. The CDFA – PFM Capital Markets Webinar Series will offer in-depth, market-driven discussions about bond financing in the United States and will provide insights about structuring techniques, regulatory matters, strategies for ongoing monitoring and continuing disclosure, and predictions for the future of the capital markets.

The Webinar Series will feature the industry’s top leaders discussing case studies, challenges, opportunities and critical issues in today’s capital markets. Topics covered include bond market insights, understanding the regulatory environment, refunding and structuring strategies, effects of tax reform, and tips for engaging municipal advisors. Participants are encouraged to bring their questions and financing challenges related to bonds and the capital markets. Webinars will be recorded and made available to all registered participants.

Click here to learn more and to register.




Register Today: NABL U Presents The Essentials

April 24-26, 2019 | Chicago, IL

The National Association of Bond Lawyers (NABL) invites you to register for The Essentials. Formerly known as The Fundamentals of Municipal Bond Law Seminar, The Essentials offers a comprehensive overview of the core areas of public finance. First-time bond lawyers and other market participants receive a straightforward introduction to core laws relevant to the practice, and attendees with multiple years of experience gain the broad expertise necessary for a full, sound practice in public finance. This conference is open to anyone, so you do not need to be a NABL member to attend. Repeat attendees are strongly encouraged to sign-up. In fact, repeat participants report substantial benefit from multiple years of this conference.

Check out The Essentials program and register here.

Registration Rates

$725 NABL Members and Federal/State/Local Government Officials/Employees

$1,325 Non-Members




GFOA Skills Building Workshop – Budget Development

Date and Time:
Mar 19 2019 – 8:30am to 4:30pm CDT
Mar 20 2019 – 8:30am to 4:30pm CDT
Mar 21 2019 – 8:30am to 4:30pm CDT

Location:
Chicago Office
203 N. LaSalle St Suite 2700
Chicago, IL 60601
(312) 977-9700

Member Price:
$900.00

Non-Member Price:
$1,200.00

Prerequisite:
Experience with local government budget process.

Speakers:
Craig Lesner – Senior Manager GFOA
Katie Ludwig – Senior Manager GFOA
Shayne Kavanagh – Senior Manager, Research GFOA

Who Will Benefit:
This training session is designed for experienced budget officers and budget analysts looking to improve technical skills of how to budget for various costs and revenues common to local government.

Program Description:
GFOA Skills Building Workshop – Budget Development is a three-day workshop that will walk participants through a typical budget development process, operating and capital, focusing on best practices and practical guides for how to address common challenges in budgeting. Specific focus will be on technical competencies of budgeting and how to apply skills and lessons learned while also incorporating GFOA best practices.

Starting with creating the timeline and budget calendar, this class walks through all the major steps to the budget including — budgeting for personnel costs, forecasting revenues, comparing financial data to other communities, the interaction between the operating and capital budgets, the do’s and don’ts of balancing the budget and taking the budget to the elected board for approval.

While many of these components are covered in other GFOA sessions, this one focuses more on the technical aspects of the process as the content will provide a deeper dive in these areas than other courses.

Seminar Objectives:

Agenda: Download

Registration Form: Download

Hotel Form: Download




CDFA Federal Financing Webinar Series: Opportunity Zones

March 8, June 27, August 22, and October 24, 2019 | 2:00 PM Eastern

The CDFA Federal Financing Webinar Series: Opportunity Zones is an exclusive, four-part online offering that will convene finance experts, federal agencies, and local development finance practitioners to discuss how federal financing tools can be used to leverage the Opportunity Zones incentive. The series will highlight the variety of ways federal grants, loans, guarantees and credit enhancements can be used to attract greater investment in Opportunity Zones, with a particular emphasis on rural development, infrastructure projects, affordable housing, environmental remediation and small business development.

Federal agencies are actively considering ways they can support projects in Opportunity Zones and encourage Opportunity Fund investments into the most highly distressed areas around the country. CDFA is working hand-in-hand with many of these agencies as they consider the shape and scale of their involvement with Opportunity Zones, and CDFA encourages all stakeholders to participate in the webinars and bring project questions and ideas to our expert panelists.

The CDFA Federal Financing Webinar Series: Opportunity Zones is a 4-part offering available throughout the year. Those interested in attending the series can register for individual webinars or the full webinar series as a package deal. CDFA recommends registering for the full webinar series initially to take advantage of the best available pricing. Webinars will be recorded and made available to all registered participants.

Click here to learn more and to register.




U.S. Army Corps of Engineers Seeks to Establish P3 Pilot Program - Webinar

U.S. Army Corps of Engineers Civil Works has been directed to establish a public private partnership (P3) pilot program. There will be an information webinar February 13, 2019 from 1400 – 1530 EST.

To learn more, click here.

NCPPP

FEBRUARY 8, 2019




P3 Connect: Denver, CO

Denver, Colorado

May 15 – 16, 2019

Click here to learn more and to register.

National Center for Public Private Partnerships




CDFA EDA Revolving Loan Fund Webinar Series: Utilizing the Toolbox Approach

March 5, 2019 @ 2:00 PM Eastern

Hundreds of development finance programs exist at the federal, state, and local level. These programs have been created to address the financing needs of business, industry, real estate, housing, environmental and community development entities. Individually, none of these programs are a silver bullet solution to economic development challenges. The toolbox approach brings together the best of these financing concepts and techniques to provide a comprehensive response to capital and resource needs. Listen as our expert speakers discuss the various development finance tools that can be utilized to enhance the efforts of your Revolving Loan Fund.

Speakers:

Harry Allen, Moderator
Director, Research & Technical Assistance
Council of Development Finance Agencies

Toby Rittner
President & CEO
Council of Development Finance Agencies

Register in advance to confirm your participation and receive login information. Registration is free and open for all EDA RLF grantees.

Register Now




S&P Webcast Replay: 2019 U.S. State and Local Government Outlooks

Jan. 15, 2019 | New York, NY

S&P Global’s state and local government sector leaders held a live, interactive webcast on Tuesday, January 15 at 2:00 p.m. Eastern Standard Time for a discussion of our 2019 outlook . States sector lead Gabe Petek discussed the implications of decelerating economic growth in 2019 to state finances and credit quality. The webcast also featured our Local Government sector leads: Jane Ridley who provided our views on how pressures looming in 2019 will not impact local governments uniformly; Geoff Buswick gave our perspective on how disruptors like cyber security and LIBOR transitions could affect credit quality; and Lisa Schroeer discussed how S&P Global Ratings incorporates ESG factors and issues to watch in the coming year.

View The Webcast Replay




S&P Webcast Replay: 2019 U.S. Public Power and Electric Cooperative Outlook

Jan. 30, 2019 | New York, NY

S&P Global Ratings U.S. Public Finance team held a live, interactive webcast on Wednesday, January 30, 2019 at 2:00 p.m. Eastern Standard Time for a discussion on the U.S. Public Power and Electric Cooperative sector outlooks.

View The Webcast Replay




S&P Webcast Replay: 2019 U.S. Municipal Housing Outlook

Feb. 6, 2019 | New York, NY

S&P Global Ratings’ U.S. Public Finance Housing team held a live, interactive webcast on Wednesday, February 6, 2019 at 2:00 p.m. Eastern Standard Time for a discussion on the U.S. Municipal Housing sector outlook.

View The Webcast Replay




S&P Webcast Replay: Green Evaluations in the North American Water Utilities Sector

Nov. 12, 2018 | New York

S&P Global Ratings leading analysts’ from the Sustainable Finance team held a live interactive webcast on Monday, November 14, 2018 at 2:00 p.m. Eastern Standard Time, where they provided an analytical overview and examples of S&P Global Rating’s Green Evaluations completed for water utilities.

View The Webcast Replay




S&P Webcast Replay: Green Evaluations: Airports

Nov. 7, 2018 | New York

S&P Global Ratings analysts from the Sustainable Finance team held a live, interactive webcast on Wednesday, November 7, 2018 at 3:00 p.m. Eastern Standard Time, where they provided an analytical overview and shared examples of S&P Global Rating’s Green Evaluations completed at airports.

View The Webcast Replay




Webcast Replay: Priority-Lien Tax Revenue Debt - Final Criteria

Oct. 25, 2018 | New York

S&P Global Ratings held a live, interactive webcast on Thursday, October 25 at 12:00 p.m. to discuss our recently released final criteria for Priority-Lien Tax Revenue Debt. We covered the final criteria in detail, the potential impact on outstanding ratings, and changes from the RFC.

View The Webcast Replay




IRS Reschedules Public OZ Hearing for February 14.

Read the IRS notice.




Novogradac 2019 Opportunity Zones Spring Conference.

Hyatt Regency Denver at Colorado ConvCtr
April 25, 2019 – 8:00am to April 26, 2019 – 12:00pm

In these information-packed days you’ll get:

Network with Organization Executives

During the conference you will hear from and be able to network with Novogradac’s senior executives alongside our valued co-hosts and sponsors, which are industry-leading companies.

Please complete the online registration form to confirm your attendance and don’t forget to book your hotel.

Register

Please recheck the site regularly to view any updates.

We look forward to seeing you!

Novogradac Events Team

[email protected]

415-356-7970




National Association of State Treasurers (NAST) 2019 Legislative Conference.

February 10, 2019 – February 12, 2019

MSRB board members and staff will discuss “three burning questions” at the Mayflower Hotel in Washington, D.C.

Click here to learn more and to register.




S&P Webcast Replay: 2019 Global Not-for-Profit Higher Education Outlook

Jan. 31, 2019 | New York, NY

S&P Global Ratings U.S Public Finance team held a live, interactive webcast on Thursday, January 31st at 2:00 pm Eastern Standard Time, for a discussion on the Global Not-for-Profit Higher Education sector Outlook, which covered both the U.S. Not-for-Profit Higher Education sector as well as International Not-for-Profit Higher Education conditions.

View The Webcast Replay




Save the Date: Upcoming BDA Infrastructure Events

As the 116th Congress kicks off in early 2019, attention will turn to major policy initiatives that were unfinished in the previous session and at the top of this priority list will be infrastructure.

The BDA is planning events in the coming months to further its position as a thought leader on infrastructure finance – from a Main Street perspective. As key details continue to emerge, the BDA will provide updates.

Background
The House Transportation and Infrastructure Committee released a discussion draft this summer, outlining at a very high-level, priorities for a future package. A focus of the draft was innovative financing mechanisms, including public-private partnerships. The BDA views this as an opportunity to advance member priorities: PAB’s, advance refundings and continued protection of tax-exempt municipal bonds.

These events will not only help drive the narrative for the need of a sweeping infrastructure overhaul but allow the BDA to position itself as a policy expert for this discussion.

Continue reading.

Bond Dealers of America

January 24, 2019




S&P Webcast Replay: 2019 U.S. Municipal Water Utilities Outlook

Our US Public Finance utility and infrastructure team held a live, interactive webcast on Wednesday, January 23, 2019 at 2:00 p.m. Eastern Standard Time (11:00 a.m. Pacific Standard Time) where our analysts provided their views on the challenges and opportunities municipal water and sewer utilities will face in 2019. Will there be a federal infrastructure package? Any new environmental rulemaking? What about WIFIA, affordability and climate change.

View The Webcast Replay




S&P Webcast Replay: 2019 U.S. Transportation Infrastructure Outlook

S&P Global Ratings analysts from the U.S. Public Finance Transportation team held a live interactive webcast on Thursday, January 24 at 2:00 p.m. Eastern Standard Time, where they provided their views on the 2019 Transportation Infrastructure Outlook credit outlook.

View The Event Materials




S&P Webcast Replay: 2019 U.S.Not-for-Profit Charter School Outlook

S&P Global Ratings U.S Public Finance held a live, interactive webcast on Tuesday, January 22nd at 2:00 pm Eastern Standard Time, for a discussion on the U.S Not-for-Profit Charter School sector Outlook. We introduced our new Charter School Sector Leader, Jessica Wood.

View The Webcast Replay




S&P Webcast Replay: 2019 U.S. Not-for-Profit Health Care Outlook

S&P Global Ratings analysts from the Not-For-Profit Health Care team held a live interactive webcast on Thursday, January 17, 2019 at 2:00 p.m. Eastern Standard Time, 11:00 a.m. San Francisco, where they provided their views on the latest industry credit outlook for the U.S. Not-For-Profit Health Care Sector.

View The Webcast Replay




NASBO 2019 Spring Meeting.

April 4-5 | Philadelphia, PA

Click here to view the agenda.

Click here to register.

National Association of State Budget Officers




CDFA - PFM Capital Markets Webinar Series.

November 28, January 10, February 7, March 14, April 16, May 7

Monthly: 2:00 – 3:30 PM Eastern

CDFA has partnered with Public Financial Management (PFM) to host a six-part webinar series on current events and latest trends in the capital markets. The CDFA – PFM Capital Markets Webinar Series will offer in-depth, market-driven discussions about bond financing in the United States and will provide insights about structuring techniques, regulatory matters, strategies for ongoing monitoring and continuing disclosure, and predictions for the future of the capital markets.

The Webinar Series will feature the industry’s top leaders discussing case studies, challenges, opportunities and critical issues in today’s capital markets. Topics covered include bond market insights, understanding the regulatory environment, refunding and structuring strategies, effects of tax reform, and tips for engaging municipal advisors. Participants are encouraged to bring their questions and financing challenges related to bonds and the capital markets. Webinars will be recorded and made available to all registered participants.

Click here to learn more and to register.




SEC, MSRB and FINRA Postpone February 7 Compliance Outreach Program for Municipal Advisors.

Due to the federal government shutdown, the SEC, MSRB and FINRA have postponed the Compliance Outreach Program for Municipal Advisors on February 7 in San Francisco. A new date will be announced at a later time.




Realizing the Best of Both Worlds: An Engaged Workforce and More Satisfied Citizens - GFOA Webinar

GFOA has been researching ways to engage public finance employees in the workplace. With the release of our report, GFOA will host a webinar to share findings from our research so you can create a positive culture, build trust with employees, and provide meaningful growth opportunities.

Join us on February 14, to learn more.

Register Today!




S&P U.S. Public Finance Sector Outlook Webcasts Scheduled.

NEW YORK (S&P Global Ratings) Jan. 7, 2019 — S&P Global Ratings will host eight webcasts over the next month focusing on the outlooks for individual sectors. In advance of each event we plan to publish individual sector outlook reports.

To register for any of the webcasts, please go to www.spratings.com/events. Registration is free.

The schedule is:

This report does not constitute a rating action.

S&P Global Ratings, part of S&P Global Inc. (NYSE: SPGI), is the world’s leading provider of independent credit risk research. We publish more than a million credit ratings on debt issued by sovereign, municipal, corporate and financial sector entities. With over 1,400 credit analysts in 26 countries, and more than 150 years’ experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information that helps to support the growth of transparent, liquid debt markets worldwide.




S&P Live Webcast: 2019 U.S. State and Local Government Outlooks

Jan. 15, 2019 | New York, NY

Please join S&P Global’s state and local government sector leaders for a discussion of our 2019 outlook on Tuesday, January 15 at 2:00 p.m. Eastern Standard Time. Robin Prunty will moderate a live, interactive session where States sector lead Gabe Petek will discuss the implications of decelerating economic growth in 2019 to state finances and credit quality. The webcast will also feature our Local Government sector leads: Jane Ridley will provide our views on how pressures looming in 2019 will not impact local governments uniformly; Geoff Buswick will give our perspective on how disruptors like cyber security and LIBOR transitions could affect credit quality; and Lisa Schroeer will discuss how S&P Global Ratings incorporates ESG factors and issues to watch in the coming year.

Register For This Webcast




S&P Live Webcast: 2019 U.S. Not-for-Profit Health Care Outlook

Jan. 17, 2019 | New York, NY

Please join our leading S&P Global Ratings analysts from the Not-For-Profit Health Care team for a live interactive webcast on Thursday, January 17, 2019 at 2:00 p.m. Eastern Standard Time, 11:00 a.m. San Francisco, where they will provide their views on the latest industry credit outlook for the U.S. Not-For-Profit Health Care Sector.

Register For This Webcast




S&P Live Webcast: 2019 U.S.Not-for-Profit Charter School Outlook

Jan. 22, 2019 | New York, NY

Please join S&P Global Ratings U.S Public Finance on Tuesday, January 22nd at 2:00 pm Eastern Standard Time, for a live webcast and Q&A discussion on the U.S Not-for-Profit Charter School sector Outlook. We will also be introducing our new Charter School Sector Leader, Jessica Wood.

Register For This Webcast




S&P Live Webcast: 2019 U.S. Municipal Water Utilities Outlook

Jan. 23, 2019 | New York, NY

Please join our US Public Finance utility and infrastructure team to for a live, interactive webcast on Wednesday, January 23, 2019 at 2:00 p.m. Eastern Standard Time (11:00 a.m. Pacific Standard Time) where our analysts will provide their views on the what challenges and opportunities municipal water and sewer utilities will face in 2019. Will there be a federal infrastructure package? Any new environmental rulemaking? What about WIFIA, affordability and climate change.

Register For This Webcast




S&P Live Webcast: 2019 U.S. Transportation Infrastructure Outlook

Jan. 24, 2019 | New York, NY

Please join our leading S&P Global Ratings analysts from the U.S. Public Finance Transportation team for a live interactive webcast on Thursday, January 24 at 2:00 p.m. Eastern Standard Time, where they will provide their views on the 2019 Transportation Infrastructure Outlook credit outlook.

Register For This Event




S&P Live Webcast: 2019 U.S. Public Power and Electric Cooperative Outlook

Jan. 30, 2019 | New York, NY

Please join S&P Global Ratings U.S. Public Finance on Wednesday, January 30, 2019 at 2:00 p.m. Eastern Standard Time for a live Webcast and Q&A discussion on the U.S. Public Power and Electric Cooperative sector outlooks.

Register For This Webcast




S&P Live Webcast: 2019 Global Not-for-Profit Higher Education Outlook

Jan. 31, 2019 | New York, NY

Please join S&P Global Ratings U.S Public Finance on Thursday, January 31st at 2:00 pm Eastern Standard Time, for a live webcast and Q&A discussion on the Global Not-for-Profit Higher Education sector Outlook, which will cover both the U.S. Not-for-Profit Higher Education sector as well as International Not-for-Profit Higher Education conditions.

Register For This Webcast




S&P Live Webcast: 2019 U.S. Municipal Housing Outlook

Feb. 6, 2019 | New York, NY

Please join S&P Global Ratings U.S. Public Finance on Wednesday, February 6, 2019 at 2:00 p.m. Eastern Standard Time for a live Webcast and Q&A discussion on the U.S. Municipal Housing sector outlook.

Register For This Webcast




State & Local Government: Effective Reporting Through XBRL Financial Data Standards

Start Date: 1/23/2019 2:00 PM EST
End Date: 1/23/2019 3:00 PM EST

Free Webinar Hosted by XBRL US

REGISTER NOW!

Can XBRL financial data standards increase efficiency in state and local government reporting? Join representatives from XBRL US and NASACT on January 23 at 2:00 p.m. Eastern Time to find out.

Thousands of U.S. state and local governments produce annual financial reports, but the lack of standards makes it difficult to aggregate data and compare government entities. Financial data standards could improve efficiency by rendering reported data computer-readable and fully automated.

Attend this free 60-minute webinar to learn how standards can help comptrollers, auditors, and treasurers, as well as end users of municipal data including investors and credit rating agencies. Find out how you can get involved.

Speakers include:

This event is being hosted by XBRL US and is free to attend, with an option to participate and earn 1 CPE for $49 ($39 NASACT and XBRL US Members) – look for details in the registration confirmation. NASACT members can use the discount code NASACT member.

Questions should be directed to Michelle Savage at XBRL US by email or (917) 747-1714.




Fitch: What To Watch in 2019 Webinar Series

Please register to join Fitch for the What to Watch Webinar Series on the following dates and times:




CDFA EDA Revolving Loan Fund Webinar Series: Staffing and Day to Day Management Approaches

Staffing and Day to Day Management Approaches
January 22, 2019 @ 2:00 PM Eastern

Staffing a Revolving Loan Fund requires a team of financial specialists and dedicated sources of revenue. In one approach – best for funds issuing a higher volume of loans – each team member is responsible for a different stage of the lending process. An alternative approach assigns each loan to an individual who monitors it from beginning to end. Revenue sources can be diverse, but generally staff are supported by the interest charged on loans. Listen as our expert speakers discuss strategies for developing RLF staff and implementing effective management policies.

Speakers will be announced soon.

Register in advance to confirm your participation and receive login information. Registration is free and open for all EDA RLF grantees.

Register Now




MSRB Webinar on New Price Variance Feature on RTRS Web.

January 18, 2019 | 12:00 PM – 1:00 PM ET

During this free webinar, representatives of the MSRB will discuss a new feature in RTRS Web that identifies price variances.

Register.




CDFA // BNY Mellon Development Finance Webcast Series: Analyzing Public-Private Partnership Legislation

Analyzing Public-Private Partnership Legislation
January 29, 2019 @ 1:00 PM Eastern

Public-Private Partnerships (P3) are being used more and more frequently throughout the U.S. to increase public capacity and decrease the risk, and often the timeline involved in completing a project. Each P3 is truly unique, but many public agencies have entered into a P3 structure for projects such as water, energy, and/or transportation. Before entering into a P3 it’s important to understand your state’s authorizing legislation.

During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers will highlight various successful P3 state statutes across the U.S. and generally what they allow for.

Speakers:

David White, Moderator
Vice President of Business Development
The Bank of New York Mellon

Hilary Jackler
Partner
Kutak Rock LLP

Register




Disclosure Changes: Be Prepared for New SEC Requirements - GFOA Webinar

Date and Time: Jan 9 2019 – 2:00pm to 4:00pm EST

Member Price:
$25.00

Non-Member Price:
$95.00

Speakers:

Who Will Benefit:
All GFOA members and members of the public interested in gaining knowledge of the of industry best practices in regard to the new amendments governing the disclosure requirements associated with municipal securities.

Program Description:
The new Amendments to SEC Rule 15c2-12, effective February 27, 2019, are an effort to provide additional financial information to investors where an issuer may have material financial obligations that could impact bond holders. Governments will have to state in continuing disclosure agreements entered on or after the effective date that they will disclose to the market any new and material financial obligations and notify the market when an outstanding or new financial obligation reflects material financial difficulties. Throughout this course, instructors will discuss GFOA and industry best practices to ensure issuers are prepared for the new requirements.

Seminar Objectives:
Those who successfully complete this seminar should be able to:

Download Registration Form.

Register Online.




2019 FINRA/MSRB/SEC Municipal Advisor Outreach Program.

February 7, 2019 | 8:00 AM – 4:00 PM PT

Join the MSRB, SEC, and FINRA in San Francisco for an open forum on regulatory and compliance issues for municipal advisory industry professionals.

Register here.




113th Government Finance Officers of America Annual Conference Registration is Open!

The conference will take place on May 19-22, 2019, at the Los Angeles Convention Center.

Take advantage of member, early, and group discounted registration fees. Maximize your CPE credits by coming to Los Angeles a day or two early for GFOA’s preconference seminars. Learn more, including how to apply for a first-time attendee scholarship.

Register Today!




Moody's Webinar: 2019 US Local Governments and Municipal Utilities Outlooks

Thursday, 13-Dec-2018 | 2:00 PM EST / 11:00 AM PST

Moody’s Investors Service will host a webinar on Thursday, December 13, 2018 to discuss our recently published 2019 US Local Governments and US Water and Sewer Utilities outlooks. Learn our view of these sectors over the next 12-18 months as local governments and municipal utilities overall continue to demonstrate stability.

Discussion Topics

• Local government revenue growth expectations
• Challenges for local governments, including rising pension costs, cuts in state aid, exposure to federal policy shifts, climate shocks, and changing demographics
• Challenges for local governments, including rising pension costs, cuts in state aid, exposure to federal policy shifts, climate shocks, and changing demographics
Growing revenue expectations for municipal utilities
• Outlooks for municipal utilities’ rate of capital investment in infrastructure

Speakers

• Leonard Jones, Managing Director, US Local Governments (Moderator)
• Sam Feldman-Crough, Analyst, US Local Governments
• Ryan Patton, Associate Lead Analyst 1, US Local Governments

This discussion will last approximately 60 minutes and will include a Q&A session.

Register.

 




S&P U.S. Public Finance State & Local Government Credit Forum, New York

Jan. 10, 2019 | New York

S&P Global Ratings U.S. Public Finance team invites you to join us for our 2019 State and Local Government credit forum, January 10th in New York City.

Register For This Event




Financing Economic Recovery in the Wake of Disaster: CDFA Webinar

November 14, 2018 | 2:00 – 4:00 PM Eastern

Over the last 40 years, the worldwide incidence of severe weather and natural disasters has increased dramatically. In the U.S., natural disasters as a consequence of extreme weather patterns have grown in frequency, and communities around the country are left grappling with ways to rebuild their damaged infrastructure in the aftermath of hurricanes, tornadoes, floods, wildfires, and drought. In this CDFA webinar, you’ll learn from experienced development finance practitioners how to finance the recovery and redevelopment of communities following a disaster, as well as the types of finance tools available to communities on the federal, state, and local level.

Click here to learn more and to register.




Financing Broadband Infrastructure: CDFA // BNY Mellon Development Finance Webcast Series

Tuesday, November 20, 2018 | 1:00 PM Eastern

With more Americans accessing the internet each year, and an increasing reliance on internet access for employers, citizens, and systems alike, having the necessary infrastructure in place to support this demand is critical. As we begin to plan and forecast how to provide the necessary broadband infrastructure needed in cities across the U.S., it is important to keep in mind its inherent complexity. From physical construction to long-term low-cost operational issues and ownership structures, broadband is often one of the most difficult pieces of infrastructure to finance. During this installment of the CDFA // BNY Mellon Webcast Series, we will learn about some of the various financing options & ownership structures available to communities to provide and increase the quality of broadband infrastructure in the U.S.

Click here to learn more and to register.




Understanding Tax Credit Unwinds: CDFA // BNY Mellon Webcast Series

December 18, 2018 @ 1:00 PM Eastern

Federal tax credit programs are growing in popularity as the development world seeks more investment opportunities. A critical component of these tax credits is understanding what to do when the compliance period ends. How do parties structure these unwinds? What should be the considerations for parties as they negotiate these transactions? When should you start thinking about an exit strategy? During this installment of the CDFA // BNY Mellon Webcast Series, we will hear from expert speakers on how to structure tax credit unwinds for New Markets Tax Credit and Low-Income Housing Tax Credit deals.

Speakers:

Rena Nakashima, Moderator
Senior Product Manager
The Bank of New York Mellon

Lilliian Plata
Co-Founder and Member
Nee Plata Law LLC

Register in advance to confirm your participation and receive login information. Registration is free and open to all interested stakeholders.

Register




Webinar on Amended SEC Rule 15c2-12 and EMMA®

January 17, 2019 | 3:00 PM – 4:30 PM ET

In coordination with the U.S. Securities and Exchange Commission (SEC), the National Association of Bond Lawyers (NABL) and the Government Finance Officers Association (GFOA)

During this free webinar, representatives of the MSRB, SEC, NABL and GFOA will discuss the February 2019 amendments to the SEC Rule 15c2-12 on municipal securities disclosure and related changes to the Electronic Municipal Market Access (EMMA®) website.

Click here to register.




GASB’S Preliminary Views on Financial Reporting Model Improvements and Soon-To-Be-Released Implementation Guides: NASACT Webinar

Start Date: 1/24/2019 2:00 PM EST
End Date: 1/24/2019 3:50 PM EST

Organization Name: NASACT

Contact:
Pat Hackney
Email: [email protected]
Phone: (859) 276-1147

Cost:
$299 per group (unlimited attendance)
$50 for one individual
$25 for one individual if no CPE required

Overview:

This webinar will cover GASB’s recently released Preliminary Views on Recognition of Elements of Financial Statements. Specific topics covered include:

Soon-to-be-released Implementation Guides on Fiduciary Activities and the 2018-2019 Comprehensive Implementation Guide will also be covered during this informative webinar.

Don’t miss this opportunity to stay current on these important GASB projects!

Register.




2019 Conservation Finance Boot Camp.

Monday, June 24 2019 – 6:00am to Friday, June 28 2019 – 10:00am

CFN is pleased to announce our 13th annual Conservation Finance Boot Camp will be held June 24-28th, 2019, at Portland State University in Portland, OR. The Boot Camp is a week-long, intensive training course to help mid-career professionals utilize innovative and effective financing strategies for land and resource conservation, restoration, and stewardship.

Each year, our Boot Camp accepts 30 participants. The application form will be posted and open on this page from January 15th – February 15th, 2019. Please take some time to review the questions and prepare your answers ahead of time before filling out the live application form. It is best to type out your responses to the essay questions in a separate document and copy and paste them into the application form.

For more information, please refer to our frequently asked questions:

Who should apply?
Mid-career professionals integrating conservation finance into their land and resource conservation work, including (but not limited to) land trust and NGO professionals, public agency professionals, foundation officers, board members, private sector investors, business executives, legal counselors, and academics. Applicants who are starting or currently working on conservation finance projects that they are interested in having workshopped by peers and presenters at the course are strongly encouraged to apply. We do not generally accept current students, given the applied nature of the course.

When will I hear back?
We will communicate decisions in March. After the first round of decisions is made, we may re-open applications in the case that we have remaining seats in the course.

How are decisions made?
Applicants are selected based on a combination of factors including the applicability of course content to their work, a demonstrated intent to apply what they learn, and cohort balance and composition.

Is there a waitlist?
Yes, if there is sufficient interest. When decisions are made, we will give selected applicants the option to be added to the waitlist.

What are the costs of attending?
Tuition is $2000 plus a small processing fee, which includes all local transportation and meals. Attendees are responsible for covering costs associated with lodging and transportation to/from the course.

Are scholarships available?
Tuition scholarships may be made available for applicants whose organizations demonstrate financial need. There will be a question in the application to detail your need for a scholarship.

Is the course open to applicants outside the United States?
We are happy to welcome participants who bring an international perspective to our course and have had many non-US attendees. However, we would like to note that the course content is based on the U.S. legal code and that we primarily draw upon domestic case studies and examples. Although some topics may be analogous to international projects, we cannot guarantee the tools and strategies covered in the source will be directly applicable to your work.

If you have further questions, please reach out to Allegra Wrocklage at [email protected]




S&P Live Webcast and Q&A: Green Evaluations in the North American Water Utilities Sector

Nov. 12, 2018 | New York

Please join our leading S&P Global Ratings analysts from the Sustainable Finance team for a live interactive webcast on Monday, November 12, 2018 at 2:00 p.m. Eastern Standard Time, where they will provide an analytical overview and examples of S&P Global Rating’s Green Evaluations completed for water utilities.

Register For This Webcast




NFMA Advanced Seminar on P3s and Infrastructure.

The National Federation of Municipal Analysts will hold an Advanced Seminar on P3s and Infrastructure on on January 31 and February 1, 2019 at the LINE Austin, Austin, Texas.

To view the program, click here.

To register, click here.




S&P Live Webcast and Q&A: Green Evaluations: Airports

Nov. 7, 2018 | New York

Please join our leading S&P Global Ratings analysts from the Sustainable Finance team for a live interactive webcast on Wednesday, November 7, 2018 at 3:00 p.m. Eastern Standard Time, where they will provide an analytical overview and examples of S&P Global Rating’s Green Evaluations completed at airports.

Register For This Webcast




S&P 2018 U.S. Public Finance Credit Forum, San Francisco

Nov. 28, 2018 | San Francisco, CA

We are pleased to invite you to our 2018 U.S. Public Finance Credit Forum on Wednesday, November 28th in San Francisco. S&P Global Ratings senior analysts will share their views, answer questions and engage in discussions focused on all major sector’s credit trends and outlooks for 2018-19.

Register For This Event




CDFA Texas Webinar: The Latest on Opportunity Zones

December 04, 2018 | 10:00 AM – 11:00 AM Central

Register Now




Registration Opens for CPE Webinar: GASB Preliminary Views, Financial Reporting Model Improvements.

Norwalk, CT, October 16, 2018Registration is now open for an upcoming webinar that will provide an overview of the Governmental Accounting Standards Board’s recently issued Preliminary Views (PV), Financial Reporting Model Improvements. The PV is intended to elicit feedback from stakeholders on the Board’s current thinking regarding targeted improvements to the financial reporting model.

IN FOCUS: GASB Preliminary Views, Financial Reporting Model Improvements, will take place on Wednesday, November 7, 2018, from 2:00 to 3:40 p.m. Eastern Standard Time.

Participants in the live webinar (which is offered free of charge) will be eligible for up to 2 hours of continuing professional education (CPE) credit (participants are encouraged to preregister). (CPE credit is not available for group viewing of the live broadcast.)

The webinar will feature, Roberta Reese, GASB senior project manager; Lisa Parker, GASB senior project manager; Scott Reeser, GASB supervising project manager; Jacqueline Roberts, GASB postgraduate technical assistant; and Christian Romanelli, GASB postgraduate technical assistant. Dean Mead, GASB senior research manager, will moderate the webinar. Areas covered will include:

  1. Recognition concepts and application for governmental funds, including alternative views
  2. Presentation of governmental fund financial statements
  3. Presentation of proprietary fund financial statements
  4. Budgetary comparison information schedule
  5. Communication of major component unit information
  6. Schedule of government-wide expenses by natural classification
  7. Audience question-and-answer session.

Participants will have the opportunity to email questions to the panelists during the event.

An archive of the webinar will be available on the GASB website after the live event. (CPE credit will not be available to those who view only the archived webinar).

For more information about the webinar, visit www.gasb.org.




Compliance Workshop on MSRB Rules G-21 and G-40: Advertising by Dealers and Municipal Advisors.

November 08, 2018 | 3 PM – 4 PM ET

During this free virtual compliance workshop, MSRB staff will conduct an in-depth discussion about key provisions of MSRB Rule G-21, on advertising by dealers, and MSRB Rule G-40, on advertising by municipal advisors. This workshop will follow a question-and-answer format based on questions and suggestions from regulated entities and other stakeholders.

Register.




CDFA EDA Revolving Loan Fund Webinar Series: Solutions for Revolving Loan Fund Servicing

October 16, 2018 @ 2:00 PM Eastern

Awarding the loan is just the beginning of a longer process. In order to be successful, RLF staff must maintain regular communication with the borrower and provide ongoing loan servicing. Many RLFs have found success in building partnerships with professional lending institutions to manage their loan servicing while others prefer to maintain the servicing in-house. Listen as our expert speakers discuss options for loan servicing and best practices for choosing the right fit based on your RLF portfolio.

As a part of this webinar CDFA is conducting a brief survey to learn servicing structures used by EDA RLF peers. All information collected will be presented in aggregate during the webinar.

Contribute to the Survey

Speakers:

Harry Allen, Moderator
Coordinator, Research & Technical Assistance
Council of Development Finance Agencies

Amanda Ruark
Loan Officer
Buffalo Trace Area Development District

Amir Kirkwood
First Vice President, Community Banking
Amalgamated Bank

Register in advance to confirm your participation and receive login information. Registration is free and is open to all interested stakeholders.

Register




NCPPP Integrated Water and Stormwater Management Symposium.

An In-Depth Exploration of the Nation’s Water Management Challenges

November 1 | Washington, D.C.

Click here to learn more and to register.

National Center for Public Private Partnerships




S&P U.S. Public Finance Credit Forum - Charlotte

Oct. 23, 2018 | Charlotte, NC

Please join the U.S. Public Finance team for our inaugural Charlotte U.S. Public Finance Credit Forum on Tuesday, October 23, 2018.

Register For This Event




FASB and GASB to Cohost IN FOCUS: Not-for-Profit and Governmental Accounting Webcast for Academics

Date:  Thursday, October 11, 2018
Time:  1:00–2:40 p.m. Eastern Daylight Time

News Release | Course Description and Registration




S&P Higher Education Hot Topics - Chicago

Oct. 11, 2018 | Chicago, IL

Please join S&P Global Ratings for a discussion based forum focused on current trends and risk in the U.S. higher education sector. These forums will be held in Boston, Chicago and New York.

Register For This Event

 




S&P Higher Education Hot Topics - Boston

Oct. 3, 2018 | Boston, MA

Please join S&P Global Ratings for a discussion based forum focused on current trends and risk in the U.S. higher education sector. These forums will be held in Boston, Chicago and New York.

Register For This Event




S&P Higher Education Hot Topics - New York

Oct. 4, 2018 | New York, NY

Please join S&P Global Ratings for a discussion based forum focused on current trends and risk in the U.S. higher education sector. These forums will be held in Boston, Chicago and New York.

Register For This Event




GFOA's 3rd Annual Better Budgeting Web-Stream Event.

Sign up for GFOA’s 3rd Annual Better Budgeting web-stream event!  This year’s event will take place as a three-part series. Each course is a separate topic (Creating a Budget Aligned with Community Priorities 10/4/18, Budget Monitoring 10/11/18, and Building a Better Budget Office 10/25/18) and stand-alone session.




Tax Increment Finance (TIF) - Innovation & Trends

September 18, 2018 @ 1:00 PM Eastern

The results of TIF have been compelling since its inception as a development finance tool. Lending itself to flexibility and creativity, TIF has perennially supported diverse projects across diverse communities throughout the U.S. During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers will share the latest updates in TIF, discuss interactions between cities and other taxing bodies when developing a TIF district together, and explore the innovative ways communities are utilizing this tool to meet their ever-changing needs.

Speakers:

Rena Nakashima, Moderator
Senior Product Manager
The Bank of New York Mellon

Alan Ferguson
Senior Vice President, Community Development
InvestAtlanta

Fran Rood
Senior Vice President
SB Friedman

Register in advance to confirm your participation and receive login information. Registration is free and open to all interested stakeholders.

Register






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