–Advancing Development Finance in Arizona–

Tuesday, November 17, 2015
Phoenix, AZ

We would like to thank the following organizations for sponsoring the 2015 CDFA Arizona Financing Roundtable Conference.

Annual Roundtable Sponsor
Kutak Rock LLP Maricopa IDA Raza Development Fund

For information about sponsoring the CDFA Arizona Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement or contact CDFA.


Join CDFA on November 17, 2015 for the second annual Arizona Financing Roundtable Conference. This one-day event will feature economic development finance experts and leaders from around the state discussing innovative development finance tools and projects, emerging resources and approaches, and how these methods can catalyze investment in the Arizona economy.

The CDFA Arizona Financing Roundtable is generously hosted by the Phoenix Industrial Development Authority and is endorsed by the Association of Economic Development (AAED). The conference will be held at the Phoenix Convention Center in Phoenix and is supported by dozens of the state’s finest development finance leaders. Register today to reserve your spot at the 2015 CDFA Arizona Financing Roundtable Conference.


The agenda is subject to change. Check this page regularly for confirmed speakers and other updates.

Monday, November 16

2:00 – 5:00 pm

Best Practices in Debt Post-Issuance Compliance

The tax-exempt bond market is under heightened scrutiny by an ever-growing list of regulators, with a large part of the focus on post-issuance compliance with federal securities and tax law.

Issuers have heard repeatedly they need policies and procedures to ensure compliance with continuing disclosure requirements and retain tax-exempt status of bonds. However, sources of best practices and opportunities to learn how other issuers actually manage their debt programs are few and far between. This session will provide attendees with practical, actionable and issuer-focused information designed to take compliance management to the next level.

· Learn about regulator interest and critical risk areas from the lawyers and underwriters.
· Discover how large issuers such as ASU and ADOT manage their compliance programs.
· Hear from a CPA with first-hand issuer experience with IRS audits. 
· Gather best practices you can use in your own compliance activities. 
This event along with Government Finance Officers Association of Arizona (GFOAz) will provide complimentary continuing professional education. Attendees have the opportunity to meet specialized debt policy training requirements, earning 3.0 CPE credits. 

The panel will be held at the offices of Squire Patton Boggs LLP, 1 E. Washington Street, Suite 2700, Phoenix, AZ on Monday, November 16, 2015 at 2:00 pm and will be followed by networking, cocktails and hors d’oeuvres. 


Todd Cooper
Squire Patton Boggs

Lisa Danka
Debt Management and Compliance Administrator
Arizona Department of Transportation 

Kurt Freund
Managing Director
RBC Capital Markets, LLC

Sandy MacLennan
Squire Patton Boggs

Deborah Todd
Chief Executive Officer

Event hosted by: 
Squire Patton Boggs

Tuesday, November 17

8:30 am

Registration Opens

9:00 – 9:10 am

Welcoming Remarks & Introduction

The CDFA Arizona Financing Roundtable is dedicated to developing a sustainable economic development finance industry for the state of Arizona. A collection of finance leaders from across the state, the Roundtable brings together the development finance industry through education, news and research. The 2015 CDFA Arizona Financing Roundtable Conference marks the second live event of this exciting initiative.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

Juan Salgado
Executive Director
Phoenix Industrial Development Authority

Bridgette Blair
Marketing Director
Arizona Association for Economic Development

9:10 – 10:15 am

Market Watch & Legislative Update in Arizona

Join industry experts and top development finance leaders as the Roundtable discusses the state’s economic development finance climate, access to capital opportunities and the prospect for economic advancement. In addition, find out what development finance topics are being discussed in the statehouse, trends in issuance and performance, and how the political environment on Capitol Hill might affect the industry.


Patrick Ray
Managing Partner
Kutak Rock LLP


Dr. Marcus Osborn
Government Affairs Specialist
Kutak Rock LLP

Darren Hodge
Public Financial Management Inc.

10:15 – 10:30 am

Networking Break

10:30 am – 12:00 pm

Leveraging Arizona’s Industrial Development Authorities

Arizona’s cities and counties are seeing an economic impact by limited government funding. Not having the same tools that other states have poses an even further challenge. Panelists in this session will discuss ways IDAs are being leveraged to fill the gap and the role IDAs are playing in job growth and economic impact. 


Gregg Ghelfi
Business Development Officer
Industrial Development Authority of the County of Maricopa 

Keith Watkins
Senior Vice President
Economic and Rural Development
Arizona Commerce Authority

Timothy A. Stratton
Partner, Gust Rosenfeld PLC
Treasurer, Scottsdale Industrial Development Authority

Dillan Knudson
Senior Vice President, Commercial Banking
BBVA Compass Bank

Victor Napolitano
Senior Vice President
Alliance Bank of Arizona

12:00 – 1:00 pm

Lunch with Keynote


Juan Salgado
Executive Director
Phoenix Industrial Development Authority


Daniel Valenzuela
Vice Mayor
City of Phoenix

1:00 – 2:00 pm

Financing Charter Schools and Healthcare in Arizona

With the market driving the healthcare and charter school development, it’s important to understand the right tools necessary to build stronger communities and the financial variables involved. During this session, panelists will explore various financing used to support these types of projects, including 501(c)(3) Bonds and more.


Melissa McDonald
Investment Associate
Raza Development Fund Inc.

Mike Santellanes
Public Finance Administrator
Phoenix Industrial Development Authority

Timothy Nash
Kutak Rock LLP

2:00 – 2:15 pm

Networking Break

2:15 – 3:15 pm

Challenging Projects, Diverse Communities, Creative Tax Credit Solutions

Tax Credits have been used by both the Federal and State government as a method to influence businesses to take certain actions, such as locating in specific areas, hiring disadvantaged workers, expanding research and development, investing in new technologies, and increasing the supply of affordable housing. They are a flexible tool that often pushes a project into viability. In this session, learn how a variety of tax credits are being used to help finance community development projects in rural, small town and urban settings.


Roberto Franco
Phoenix Community Development and Investment Corporation

David Bland
Chairman and CEO

Marc Schultz
Snell & Wilmer

3:15 – 4:00 pm

District-Based Development Finance: Tools that Work

Community Facilities Districts, Assessment Districts and Infrastructure Financing Districts have become powerful financing mechanisms to help communities concentrate development opportunities into targeted locations. Within this session, presenters will discuss their experience using these tools to catalyze public improvements that spur private investment.

Scott Ruby
Gust Rosenfeld PLC

James Giel
Gust Rosenfeld PLC

4:00 pm

Closing Remarks


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

4:00 – 5:00 pm

Networking Reception

The CDFA Arizona Financing Roundtable is as much about education as it is about networking and engagement. Stay after the conference to enjoy a drink with fellow colleagues and sponsors along with CDFA staff.

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