California Debt and Investment Advisory Commission (CDIAC) presents

Financing Infrastructure through Mello-Roos or Assessment Districts

March 24, 2011 Hilton Garden Inn
Emeryville, California
Cost: Public $99, Private $200
Registration Deadline: February 24, 2011 or until filled

Mello-Roos and assessment districts have issued over $18 billion in debt since 1992. In recent years school districts, cities, counties and water districts have relied on Mello-Roos bonds to finance regional capital improvements and assessment bonds to fund local infrastructure projects. To assist finance professionals with understanding the processes and practices associated with land-secured financing, CDIAC faculty will lead a review of the following topics:

  • Financing Structures
  • District Pre-formation Considerations
  • District Formation Process
  • Project Implementation
  • Bond Issuance Mechanics
  • Administration of Liens
  • Management of Delinquencies

Municipal Market Disclosure

April 5, 2011
Kellogg West Conference Center
Pomona, California
Cost: Public $99, Private $200
Registration Deadline: March 15, 2011 or until filled

Understanding disclosure rules and regulations is essential to maintaining a public agency’s debt portfolio. The SEC, MSRB and other regulatory bodies have been charged with implementing the provisions of the Dodd Frank Wall Street Reform and Consumer Protection Act and are setting forth new disclosure rules and regulations. Failure to comply with federal disclosure requirements can have long-lasting and far reaching consequences for individuals and municipalities. To assist with understanding the processes and practices of municipal disclosure, this seminar will cover the following topics:

  • Fiscal Reform and Disclosure in the Municipal Markets
  • Existing SEC Rules and Regulations and New Federal Amendments
  • Elements and Practice of Good Disclosure
  • Continuing Disclosure Communications with the External Market
  • Continuing Disclosure Practices within The Agency

To review agendas or to register, visit CDIAC’s website at: CDIAC Seminars

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