The Essentials 2024

When
4/10/2024 12:00 PM - 4/12/2024 1:15 PM
Eastern Daylight Time
Where
Courtland Grand Hotel 165 Courtland St NE Atlanta, GA 30303
Sign in or create an account to register Last day to register is 4/9/2024

Registration Instructions

  1. Login to your NABL account.
  2. Click the “Register Myself” button.
  3. Select your Registration Option(s).
  4. Click "Proceed to Checkout" where you will be redirected to the shopping cart page. Enter your payment information and click “Submit Order.”
  5. An order confirmation will appear on the screen and be emailed to the address of the account. NABL On-Demand registrants will receive instructions on how to access their purchased event via email.

Program

A. General Sessions

Description
Structuring and Financial Aspects of a Municipal Bond Transaction
This session will cover the central structural elements, documentation, and financial aspects of a municipal bond transaction.
Track
A. General Sessions
Time
12:15 PM - 2:15 PM
4/10/2024 12:15 PM
This session will introduce federal tax laws governing municipal bonds.
Track
A. General Sessions
Time
2:30 PM - 4:00 PM
4/10/2024 2:30 PM
This session will address federal securities laws applicable to municipal bonds.
Track
A. General Sessions
Time
4:15 PM - 5:45 PM
4/10/2024 4:15 PM

B. Breakout Session 1

Description
Overview of the role of and expectations imposed on underwriter’s counsel in a municipal bond transaction.
Track
B. Breakout Session 1
Time
8:30 AM - 9:45 AM
4/11/2024 8:30 AM
Discussion of common state law issues that need to be addressed throughout the structuring of a municipal bond transaction and related disclosure issues.
Track
B. Breakout Session 1
Time
8:30 AM - 9:45 AM
4/11/2024 8:30 AM
Overview of the private activity bond rules applicable to tax-exempt municipal bond transactions.
Track
B. Breakout Session 1
Time
8:30 AM - 9:45 AM
4/11/2024 8:30 AM

C. Breakout Session 2

Description
Introduction to and discussion of the underwriting process, including all aspects of structuring the deal through taking the municipal bonds to market.
Track
C. Breakout Session 2
Time
10:15 AM - 11:30 AM
4/11/2024 10:15 AM
Overview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.
Track
C. Breakout Session 2
Time
10:15 AM - 11:30 AM
4/11/2024 10:15 AM
Overview of the due diligence process with which practitioners should be familiar in municipal bond transactions and practical guidance for preparing disclosure documents.
Track
C. Breakout Session 2
Time
10:15 AM - 11:30 AM
4/11/2024 10:15 AM

D. Breakout Session 3

Description
Overview of certain transactions that do not fit typical structures but are common such as leases, installment payment contracts, pool programs, certificates of participation and others.
Track
D. Breakout Session 3
Time
1:00 PM - 2:15 PM
4/11/2024 1:00 PM
Introduction to the tax requirements applicable to the issuance of 501(c)(3) bonds, including ownership and use requirements and issues specific to hospital, residential housing, and school financings as well as commonly used financing structures.
Track
D. Breakout Session 3
Time
1:00 PM - 2:15 PM
4/11/2024 1:00 PM
Introduction to the legal and tax aspects of refundings and the core tax concepts of a reissuance.
Track
D. Breakout Session 3
Time
1:00 PM - 2:15 PM
4/11/2024 1:00 PM

E. Breakout Session 4

Description
An overview of the logistics of closing a bond transaction, including drafting of various closing papers, preparing the Form 8038G or 8038, and DTC’s role prior to, during, and after a bond closing.
Track
E. Breakout Session 4
Time
2:45 PM - 4:00 PM
4/11/2024 2:45 PM
Discussion of hypotheticals that involve the application of certain federal tax laws relating to refundings, including the repeal of tax-exempt advance refundings, as well as reissuance.
Track
E. Breakout Session 4
Time
2:45 PM - 4:00 PM
4/11/2024 2:45 PM
Overview of the role of, responsibilities and expectations imposed on issuer's counsel in a municipal bond transaction.
Track
E. Breakout Session 4
Time
2:45 PM - 4:00 PM
4/11/2024 2:45 PM

F. Breakout Session 5

Description
What I Wish I Knew When I Started My Career in Public Finance (and What the Heck is DTC?)
Track
F. Breakout Session 5
Time
4:30 PM - 5:45 PM
4/11/2024 4:30 PM

G. Breakout Session 6

Description
Discussion of hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to the arbitrage rebate.
Track
G. Breakout Session 6
Time
8:30 AM - 9:45 AM
4/12/2024 8:30 AM
Introduction to state law creation of and limitations on conduit bond issuers, the roles of counsel, multi-state issuers, and many other issues unique to conduit bond issues.  Overview of the rules applicable to qualified small issue bonds, including qualifying projects, prohibited and restricted uses and maximum amounts, and the rules relating to qualified exempt facility bonds.
Track
G. Breakout Session 6
Time
8:30 AM - 9:45 AM
4/12/2024 8:30 AM
Discussion of hypotheticals that involve the application of certain private activity bond rules to tax-exempt municipal bond transactions.
Track
G. Breakout Session 6
Time
8:30 AM - 9:45 AM
4/12/2024 8:30 AM

H. Ethics Session

Description
This session will address, in an interactive format, some of the ethical and practical issues related to legal representations in municipal finance, including: engagement letters, delivery of opinions and conflicts of interest, and a discussion of applicable ABA Model Rules of Professional Conduct. This session is anticipated to qualify for CLE ethics credit.
Track
H. Ethics Session
Time
10:15 AM - 11:30 AM
4/12/2024 10:15 AM

I. Closing Session

Description
The Essentials concludes with a fourth General Session entitled “Tying It All Together.” This popular session takes attendees through a typical bond issue - from the initial client call to closing - using an interactive, informal platform that incorporates concepts from across the General Sessions and breakout sessions. Panelists play the roles of issuer, underwriter, bond attorney, and tax attorney as they navigate through a bond transaction from start to finish. Along the way, they encounter, explain, and resolve issues typically encountered in public finance transactions.
Track
I. Closing Session
Time
12:00 PM - 1:15 PM
4/12/2024 12:00 PM

Receptions

Description
Just before the welcome reception, please join us for a career panel featuring The Essentials faculty. Come and listen to the panelists discuss their adventures in public finance.
Track
Receptions
Time
5:45 PM - 6:15 PM
4/10/2024 5:45 PM
Join The Essentials faculty and your colleagues for complimentary drinks and appetizers during this excellent networking opportunity.
Track
Receptions
Time
6:15 PM - 7:15 PM
4/10/2024 6:15 PM
After a full day, please join us for a networking reception to make new connections and discuss what you've learned so far. Complimentary drinks and light appetizers will be served.
Track
Receptions
Time
6:00 PM - 7:30 PM
4/11/2024 6:00 PM

Textbook (Optional - $200 Attendee Price)

Description
Optional: 2024 Fundamentals of Municipal Bond Law Textbook - Discounted $200 price for attendees only.
The 2024 Fundamentals of Municipal Bond Law textbook will be shipped after The Essentials.
Track
Textbook (Optional - $200 Attendee Price)
5/12/2024