January 22–23, 2025
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, CA 92626
Agenda
Executive Office
Speakers
April 8-9, 2025
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, CA 92626
Agenda
Speakers
This seminar will deliver comprehensive education on the land-secured financing process from district preformation through project implementation to ongoing administration. Day 1, participants will be immersed for a full day in the strategic planning and application mechanics of land-secured financing, providing an introduction to both Mello-Roos Community Facilities Districts (CFD) and Assessment Districts as well as an ongoing focus on CFDs.
Speakers
Understanding disclosure responsibilities and the risks of disclosure failures is critical for agency officials that are directly involved in debt issuance, but also for those that contribute to disclosure intermittently or are in a position to “speak to the market.” This webinar will focus on the elements of an effective disclosure organization such as disclosure working groups, policies and procedures, and training, and will provide context for elected officials and other non-financial staff as to their role in the disclosure process.