The Institute 2025

A Members-Only Advanced CLE Program for Industry Veterans

Substitutions and cancellations are permitted when requested in writing by Thursday, February 27, 2025, 12:00 AM ET. Any requests received after February 27 may be subject to a cancellation fee. No refunds will be granted after March 19, 2025. Please email all requests to [email protected].

When

3/20/2025 - 3/21/2025

Where

Marriott Marquis San Diego Marina 333 W Harbor Dr. San Diego, CA 92101

Registration

Last day to register is 3/20/2025

Registration Instructions

Login to your NABL account.
Click the “Register Myself” button.
Select your Registration Option(s).
Click "Proceed to Checkout" where you will be redirected to the shopping cart page. Enter your payment information and click “Submit Order.”
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

Select programs by

A. Opening General Session

Description
New Year, New Administration, New Congress – Current Issues General Session: New Year, New Administration, New Congress – Current Issues Category General Sessions Track A. Opening General Session Time 8:00 AM - 9:15 AM 3/20/2025 8:00 AM

B. Breakout Session 1

Description
IRS Audits and VCAP Category Tax Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM
Tax issues in 501(c)(3) Financings Category Tax Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM
Change in Use/Workout Issues (Securities and Tax) Category General Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM
ESG Analysis in the Municipal Market Category Securities Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM
Hot Topics in Securities Law Category Securities Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM
Bank Products, Direct Purchases, Remarketings, CP Category General Sessions Track B. Breakout Session 1 Time 9:45 AM - 11:00 AM 3/20/2025 9:45 AM

C. Breakout Session 2

Description
Tricky Tax Expenditure/Investment Issues Category Tax Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM
Navigating Positive Arbitrage Category Tax Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM
Elective Pay Tax Credits Category Tax Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM
The Role of Issuer’s Counsel in a Bond Transaction (Securities and Tax) Category General Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM
SEC Enforcement Spotlight Category Securities Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM
A Look at Disclosure and Rule 15c2-12 A Look at Disclosure and Rule 15c2-12 – Primary and Continuing Disclosure Forum Category Securities Sessions Track C. Breakout Session 2 Time 11:30 AM - 12:45 PM 3/20/2025 11:30 AM

D. Ethics Session

Description
Ethics: Law Firm Management Managing Others in A Legal Setting: An Examination of the Model Rules Regarding Law Firms and Associations as A Guide to Better Manage Our Subordinates Category General Sessions Track D. Ethics Session Time 1:15 PM - 2:30 PM 3/20/2025 1:15 PM

E. Breakout Session 3

Description
Multifamily Housing Category Tax Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM
Tax issues in 501(c)(3) Financings Category Tax Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM
Utilities - Current Issues (Securities and Tax) Category General Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM
Opinions – Current Issues (Securities and Tax) Category General Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM
Bank Products, Direct Purchases, Remarketings, CP Category General Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM
Tender Offers and Forwards - Securities Law Issues Category Securities Sessions Track E. Breakout Session 3 Time 2:45 PM - 4:00 PM 3/20/2025 2:45 PM

F. Breakout Session 4

Description
IRS Audits and VCAP Category Tax Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM
Navigating Private Activity with Private Involvement - Green Focused Category Tax Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM
Change in Use/Workout Issues (Securities and Tax) Category General Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM
Hot Topics in Securities Law Category Securities Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM
The Role of Issuer’s Counsel in a Bond Transaction (Securities and Tax) Category General Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM
Update on the Financial Data Transparency Act (FDTA) Category Securities Sessions Track F. Breakout Session 4 Time 4:30 PM - 5:45 PM 3/20/2025 4:30 PM

G. Breakout Session 5

Description
Tricky Tax Expenditure/Investment Issues Category Tax Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM
Navigating Private Activity with Private Involvement - Green Focused Category Tax Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM
Navigating Positive Arbitrage Category Tax Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM
Utilities - Current Issues (Securities and Tax) Category General Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM
A Look at Disclosure and Rule 15c2-12 – Primary and Continuing Disclosure Forum Category Securities Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM
Tender Offers and Forwards - Securities Law Issues Category Securities Sessions Track G. Breakout Session 5 Time 8:30 AM - 9:45 AM 3/21/2025 8:30 AM

H. Breakout Session 6

Description
Elective Pay Tax Credits Category Tax Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM
Multifamily Housing Category Tax Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM
Opinions – Current Issues (Securities and Tax) Category General Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM
Update on the Financial Data Transparency Act (FDTA) Category Securities Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM
SEC Enforcement Spotlight Category Securities Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM
ESG Analysis in Municipal Market Category Securities Sessions Track H. Breakout Session 6 Time 10:15 AM - 11:30 AM 3/21/2025 10:15 AM

I. Committee Meetings

Description
Committee Meetings Lunch Provided Category Committee Meetings Track I. Committee Meetings Time 11:30 AM - 12:30 PM 3/21/2025 11:30 AM

Welcome Reception

Description
Welcome Reception Category Welcome Reception Track Welcome Reception Time 5:45 PM - 6:45 PM 3/20/2025 5:45 PM

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