Find out how to make the best borrowing decisions to benefit your nonprofit.
This topic will focus on when and how a nonprofit entity should consider tax-exempt financing. You will learn the types of financings available in the tax-exempt market, including what your institution and governing board should consider in making a good borrowing decision. You will learn the mechanics of tax-exempt financing and the common legal and securities law issues to consider from attorneys with more than 40 years combined experience in tax-exempt financing.
Agenda
Faculty
T.W. Bruno
McGuireWoods LLP
Thomas William Bruno
- Associate with McGuireWoods, LLP
- Practice focuses on public finance in the areas of state and local bonds and federal, state and local taxation
- Acts as bond counsel, underwriter's counsel or issuer's counsel in governmental bond issues, including general obligation, revenue and "subject to appropriation" financings for water and sewer projects, public schools and roads, commuter rail and other transportation facilities, and in tax-exempt financings for nonprofit organizations, including private elementary and secondary schools, and healthcare providers; he also acts as bond counsel and bank counsel in connection with bank loans or other private financings to governmental entities or nonprofit organizations
- Named to "Virginia Rising Stars," Bonds/Government Finance, Super Lawyers, Thomson Reuters, 2013, 2014; recipient, "Benjamin Rice Lacy, IV Pro Bono Clearinghouse Volunteer of the Year Award," Greater Richmond Bar Foundation, 2012
- J.D. degree, William & Mary Law School; B.A. degree, The Johns Hopkins University
Clinton W. Randolph
McGuireWoods LLP
- Associate with McGuireWoods, LLP
- Practice focuses on public finance and commercial lending transactions
- Represents small and large cap corporations, lenders, credit and liquidity facility providers, swap providers, investment banks, governmental issuers, corporate trustees and nonprofit organizations in a broad range of public and private financings and related commercial transactions
- Significant experience in publicly offered and privately placed taxable and tax-exempt financings of a broad range of asset classes and credit profiles, including project and real estate-based revenue bond financings of sewage and solid waste disposal facilities, manufacturing facilities, airport facilities and education, healthcare and other nonprofit facilities. He also has commercial lending experience representing a variety of regional and international banks in credit transactions across the country
- Member of National Association of Bond Lawyers
- J.D. degree, cum laude, University of Maryland Francis King Carey School of Law; B.A. degree, cum laude, Rhodes College
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
