Tax-Exempt Bond Compliance Program Store
Please Note: Attendance is limited to representatives from colleges and universities and designated program supporters. If you have any questions regarding this policy, please contact us.
Purchase the Complete Package of all Five Courses
This package is our most popular option, and saves you $150 versus buying the five courses individually.
Click on BUY NOW to purchase and get started!
Complete Tax-Exempt Bond Compliance Package (5 sessions)
This is the complete five course package for the Tax-Exempt Bond Compliance program, with webinars scheduled for September 15, October 13, November 10, December 8, and December 15, 2026. Two years access to the webinar recordings is included.
$595.00 USD
Purchase Individual Courses
If you wish to purchase individual course(s), rather than the full package, you can select and purchase each desired courses one at a time below.
Click on BUY NOW for each desired course!
Bond Basics
This is the first of five courses, with the webinar scheduled for September 15, 2026. It provides a high-level overview of the purpose and role of debt, key financing participants, common debt instruments, and the benefits of tax-exempt financing. Participants will also gain an introduction to the regulatory environment, compliance responsibilities, bond sale methods, and the bond closing process, including how financing proceeds are delivered and deployed. Designed for those new to debt financing, this session offers a practical foundation for understanding the lifecycle of a higher education borrowing.
$149.00 USD
Gearing Up to Issue
This is the second of five courses, with the webinar scheduled for October 13, 2026. Issuing tax-exempt debt requires careful planning, informed decision-making, and collaboration across the institution. This session provides an overview of the key considerations involved in preparing for a financing, including project eligibility, financing structure, governance and approval processes, and coordination with internal and external stakeholders. Participants will also gain insight into important tax, and compliance considerations that can help position an institution for a successful transaction.
$149.00 USD
Issuing the Debt
This is the third of five courses, with the webinar scheduled for November 10, 2026. It provides a step-by-step overview of the municipal bond issuance process, guiding participants through the activities required to bring a financing to market. Topics include preparing the Official Statement, rating agency process, navigating bond pricing and market considerations. The session also covers bond proceeds management, and tax and reporting requirements associated with tax-exempt financings. Participants will gain an understanding of the market, legal, regulatory, and financial factors that influence borrowing costs, drive financing schedules and support the successful issuance of tax-exempt debt.
$149.00 USD
Post-Issuance Compliance - Part I
This is the fourth of five courses, with the webinar scheduled for December 8, 2026. It provides a high-level overview of the key post-issuance compliance responsibilities associated with tax-exempt bonds. Participants will explore foundational concepts, including compliance policies and procedures, bond proceeds tracking, refunding lineage, private business use monitoring, and applicable federal tax requirements. The session will also introduce common safe harbors and practical compliance considerations, providing a framework for maintaining compliance throughout the life of a bond issue.
$149.00 USD
Post-Issuance Compliance - Part II
This is the fifth and final course, with the webinar scheduled for December 15, 2026. It builds on the foundational concepts introduced in Part I and focuses on developing and maintaining an effective post-issuance compliance program. Participants will explore best practices for establishing compliance policies and procedures, monitoring ongoing tax and regulatory requirements, coordinating institutional responsibilities, and maintaining the records necessary to support compliance throughout the life of a bond issue. The session will provide a practical framework for managing post-issuance compliance and mitigating risk in a higher education environment.
