| SES # | TOPICS | KEY DATES |
|---|---|---|
| Part I: Course Introduction | ||
| 1 | Course Overview Definition of Economic Development Role of Finance in Economic Development |
|
| Part II: Business Financing | ||
| 2 | Business Finance Needs Business Financing Instruments |
|
| 3 | Analyzing Finance Needs I: Introduction to Accounting and Financial Statements | |
| 4 | Analyzing Finance Needs II: Evaluating Firms for Financing, Financial Statement Analysis | Term project teams and selections are due |
| 5 | Working Capital Finance | Crystal Clear Window Company case assignment due |
| 6 | Fixed Asset Financing | |
| 7 | Real Estate Financing | City Plaza case study assignment |
| 8 | Analyzing Business Financing Needs III | Phoenix Forge case assignment due |
| Part III: Program Models and Federal Resources | ||
| 9 | Introduction to Capital Markets, Capital Market Imperfections and Financing Gaps | Term project work plan due |
| 10 | Private Market Interventions I: Guarantees and Credit Enhancement | |
| 11 | Private Market Interventions II: Community Reinvestment Act, Bank CDCs | Bank of America CRA case write-up due |
| 12 | Private Market Interventions III: Community Development Banks, Bank Holding Companies | |
| 13 | Program Models I: Revolving Loan Funds, Plans for Field Work | |
| 14 | Program Models II: Venture Capital | |
| 15 | Project Work Session | |
| 16 | Program Models III: Community Development Credit Unions, Community Development Loan Funds | |
| 17 | Program Models IV: Microenterprise Development | |
| 18 | Federal Programs: SBA Programs, CDFI Fund, HUD 108 Program, Office of Community Services, New Market Tax Credits | Inner City Supermarket Financing case study write-up due |
| Part IV: Program Management | ||
| 19 | Issues in Program Management: Program Planning and Design | |
| 20 | Issues in Program Management: Marketing and Origination, Underwriting and Structuring Investments, Servicing and Portfolio Management | |
| 21 | Issues in Program Management: Capital Management and Recapitalization | |
| 22 | Term Project Presentations | |
| 23 | Term Project Presentations (cont.) | Manufacturer's Fund Recapitalization case write-up due |
| Part V: Municipal Financing Tools | ||
| 24 | Municipal Finance Tools I: Municipal Debt, Industrial Development Bond Guest Speaker: Tobias Yarmolinski, RBC Dain Rauscher |
|
| 25 | Municipal Finance Tools II: Tax Increment Financing Assessment Districts and BIDS | Orlando Downtown TIF case study assignment |
| 26 | Course Conclusion | |
| 27 | Wrap Up | Final projects are due today |
