Land-secured Financing:
Fundamentals and Evolving Practices
September 10–11, 2025
DoubleTree by Hilton Hotel Pleasanton at The Club
7050 Johnson Drive, Pleasanton, California, 94588
Agenda | Registration
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. Day 2 will build from the fundamental land-secured topics to examine current CFD formation, financing, and administration practices, and explore the strategic combination of CFD and tax increment financing tools to meet a variety of current public finance challenges. Day 2 will also provide a summary of real estate market trends, bond market trends and challenges, and a legal, legislative, and regulatory update.
Registration and Pricing
For assistance with registering for this seminar, please contact the CDIAC Education Unit at CDIACEducation@treasurer.ca.gov.
| PRICING | Early Full Program Through July 18, 2025 |
Early Daily Registration Through July 18, 2025 |
Standard Full Program July 19 - August 29, 2025 |
Standard Daily Registration July 19 - August 29, 2025 |
|---|---|---|---|---|
| Public Sector | $400 | $250 | $700 | $380 |
| Private Sector | $600 | $350 | $900 | $500 |
Lodging Information
DoubleTree by Hilton Hotel Pleasanton at The Club | Prices start at $145/night +tax
7050 Johnson Drive, Pleasanton, California, 94588-3396, USA
A limited number of rooms have been discounted for CDIAC seminar attendees. All rooms are reserved on a first-come, first-served basis. The cut-off for this discount is Saturday, August 9, 2025. Additional room block details and a booking link will be included in your registration confirmation email.
Speakers
- Lawrence Chan, Partner, Stradling Yocca Carlson & Rauth LLP
- Ed Espinoza, P.E., Managing Principal, Francisco & Associates
- Jim Fabian, Principal, Fieldman, Rolapp & Associates
- Eileen Gallagher, Managing Director, Stifel
- Susan Goodwin, President and Managing Principal, Goodwin Consulting Group, Inc.
- Joe Janczyk, Ph.D., President and CEO, Empire Economics
Seminar Information
Seminar Policies
- Cancellation/Transfer: Contact CDIACEducation@treasurer.ca.gov if you need to cancel or transfer your registration. Refund/Cancellation requests must be received by Monday, August 4, 2025. However, substitution of officials or staff from the same entity is permitted. CDIAC reserves the right to cancel registrations associated with an outstanding balance within the last week of the registration period if the registrant has not directly communicated with CDIAC staff.
- Agenda Information: CDIAC reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.
Certificate and Continuing Education Credits
- Certificate of Attendance: CDIAC will issue a Certificate of Attendance for each day of the program to those who sign in at the registration desk. Certificates will be issued within 2 weeks after the program. Participants can submit their Certificate of Attendance to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable. Certificates of Attendance will not be issued to attendees with an outstanding balance until the balance is paid in full.
- Certified California Municipal Treasurer (CCMT) Designation: Attendees can submit their Certificate of Attendance to the California Municipal Treasurers Association (CMTA) to earn credits towards the CDIAC training requirement of the CCMT designation.
- County Treasurers/Tax Collectors: Under California Government Code Section 27000.8, CDIAC’s educational programs are a source for California county treasurers, tax collectors, or treasurer/tax collectors to obtain continuing education credits.
- Continuing Professional Education (CPE) | Accountants: CDIAC is not an approved provider of CPE credits. However, Certificates of Attendance can be submitted to your governing entity to request credits.
- Minimum Continuing Legal Education (MCLE) Credits | Attorneys: CDIAC is an approved provider of MCLE credits. Days 1 and 2 of this program are eligible for MCLE credits. Available credits will be announced once determined.
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.
