Tax-Exempt Bond FUNdamentals

Host: Housing California

Housing California 2021 UnConference logo

A 2-hour learning lab on Day 3 of Housing California’s 2021 (Un)Conference: Homes, Health, and Wealth for All Californians, June 22-24

Tax-exempt bonds are a complex financing tool commonly used by affordable housing developers. Accessing this resource has been made even more complex in 2021 with the shift to a competitive allocation process. This Learning Lab will teach you basic and technical requirements, the “who” and “why” of the many participants on those bond closing calls, the process of obtaining a bond allocation, and the costs of issuance. Advanced students as well as beginners will benefit from this interactive session!

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  • John Stoecker, Financial Advisor, California Municipal Finance Authority
  • Sherin Bennett, Associate Director of Training, California Housing Partnership
  • William Wilcox, Housing Finance Consultant, California Housing Partnership