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California Debt and Investment Advisory Commission


Land-secured Financing:
Fundamentals and Evolving Practices


Event graphic for the 2025 Land-secured Financing seminar


September 10–11, 2025
DoubleTree by Hilton Hotel Pleasanton at The Club
7050 Johnson Drive, Pleasanton, California, 94588

Agenda

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.

Presentation Materials

Day 1 – September 10, 2025 | Day 2 – September 11, 2025

  • Session 1 | Introduction to and Comparison of Assessment Districts and Community Facilities Districts
  • Session 2 | Pre-formation Considerations
  • Session 3 | District Formation: Considerations, Strategies, and Process
  • Session 4 | Bond Issuance
  • Session 5 | Ongoing CFD Administration – Part I
  • Session 6 | Ongoing CFD Administration – Part II
  • Session 1 | Real Estate Market Trends and Conditions
  • Session 2 | Integration of Tax Increment and Land-Secured Financing Districts
  • Session 3 | Current Applications of CFDs
  • Session 4 | Legal, Legislative, and Regulatory Updates
  • Session 5 | Land-Secured Financing Market Trends and Challenges

Speakers

  • Lawrence Chan, Partner, Stradling Yocca Carlson & Rauth LLP
  • David Doezema, Senior Principal, Keyser Marston Associates
  • 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

Contact Information

If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.