Speaker and attendees at a UT Law CLE conference presentation
eCourse

Bond Issuance Preparedness: New Money and Refundings Done Right

Contains material from Jul 2026
Bond Issuance Preparedness: New Money and Refundings Done Right
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As interest rates and market dynamics continue to shift, issuers and borrowers of tax-exempt bonds must be proactive and strategic in preparing for upcoming financings, whether for new money or refunding. This session offers a practical overview of key considerations and essential documentation for a successful bond issuance. Topics include the importance of accurate arbitrage rebate and private business use calculations for refundings, strategies for planning and timing capital projects, best practices for reimbursement resolutions, and guidance on permitted investments to ensure compliance and flexibility.

Includes: Video Captions Audio Transcript Slides

  • Total Credit Hours:
  • 0.50
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2027
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Sessions

Credit
1. Bond Issuance Preparedness: New Money and Refundings Done Right
(Jul 2026)

Alan Bond, Cathleen Chang, Christopher Pings

0.50 0.00 0.00 0.50
Downloadable Materials
Transcript (txt)
Slides (pdf) – 21 pgs

Session 1 —30 mins 0.50

Bond Issuance Preparedness: New Money and Refundings Done Right
(Jul 2026)

As interest rates and market dynamics continue to shift, issuers and borrowers of tax-exempt bonds must be proactive and strategic in preparing for upcoming financings, whether for new money or refunding. This session offers a practical overview of key considerations and essential documentation for a successful bond issuance. Topics include the importance of accurate arbitrage rebate and private business use calculations for refundings, strategies for planning and timing capital projects, best practices for reimbursement resolutions, and guidance on permitted investments to ensure compliance and flexibility.

Originally presented: Jun 2026 Updates in Higher Education Taxation

Alan Bond, BLX Group - New York, NY
Cathleen Chang, Orrick, Herrington & Sutcliffe LLP - Houston, TX
Christopher Pings, University of Arizona - Tucson, AZ