2024 PIC Workshop CPE/CLE Credit Information

Back to BLX/Orrick 2024 Post-Issuance Compliance Workshop


The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis.

Participants will:

  • Understand the importance and relevance of Post-Issuance Compliance and Continuing Disclosure as it relates to their tax-exempt bond program
  • Be able to recognize and analyze what uses of bond financed property to determine what may constitute private business use
  • Have a better understanding of the exceptions applicable to the private business use rules
  • Be able to review management, service and research contracts for compliance with IRS safe harbors
  • Understand how to calculate private business use and unrelated trade or business use
  • Understand the requirements of SEC Rule 15c2-12 and their continuing disclosure requirements
  • Understand the Arbitrage Rebate and Yield Restriction rules applicable to the investment of tax-exempt bond proceeds, and understand the exceptions to such rules

In order to be awarded the FULL credit hours, you must be present for all sessions.   In-Person attendance will require signing in/out via the form provided; Virtual attendance will be monitored via a tracking system on the online platform and credits will be provided on a per session basis.

Participants will earn up to 10.0 CPE credits
Field of Study: Taxes

Additional Information

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live & Group Internet Based

Refunds and Cancellations: For In-Person attendance, requests to refund registration fees must be received in writing by October 30 and will be subject to a $100 cancellation fee. No refunds will be granted after October 30. For Virtual attendance, requests to refund registration fees must be received in writing by November 18, 2024, and no cancellation fee will apply. No refunds will be granted after November 18. Refunds or cancellations of hotel bookings need to be requested from the Austin Proper Hotel and are subject to their policies. For more information regarding refund, concerns, and/or program cancellation policies please contact Cynthia Sixtos at (213) 612-2207.

NASBA LogoBLX Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


MCLE Credits pending in California. (CLE credits provided by Orrick, Herrington & Sutcliffe LLP)

Back to BLX/Orrick 2024 Post-Issuance Compliance Workshop

Webinars and Events