Webinars and Events

BLX/Orrick 2025 Post-Issuance Compliance Workshop (NEW!)

PARTICIPANTS

Coming soon

A Comprehensive Overview of Post-Issuance Compliance Rules and Regulations for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

The 2025 Workshop will be a hybrid event, with in-person attendance at Conrad Nashville and a livestream option. The in-person option represents an excellent opportunity for attendees to interact and socialize with other attendees, industry professionals, and the BLX and Orrick team. In addition, through the livestream option, we make available all content on a virtual platform with the ability for participants to digitally interact with the presenters and other attendees throughout the workshop.

Both the in-person and livestream options will allow participants to replay all workshop sessions for up to 30 days after the event.

PROGRAM DESCRIPTION

The BLX/Orrick Workshop provides timely discussions on post-issuance compliance for the public finance and 501(c)(3) communities who utilize tax-exempt financing. Featuring open forums to encourage attendee engagement, experts from BLX and Orrick guide the program with carefully selected, insightful content to help participants grasp IRS and SEC regulations governing tax-exempt debt. The sessions promote audience interaction and address questions from participants relating to real life circumstances. The BLX and Orrick team aims to make complex tax laws clear and relatable.

Topics, among others, to be covered include:

Tax Reform 2025 and the Potential Impact on the Municipal Market
Arbitrage Rebate and Yield Restriction
Private Business Use
Continuing Disclosure
IRS Enforcement

AGENDA – CHECK BACK SOON FOR MORE INFORMATION

BLX SENIOR REPRESENTATIVES & ORRICK PUBLIC FINANCE AND TAX PARTNERS AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

CPE/CLE Credits offered.

TENTATIVE SCHEDULE (Central Time)

Thursday, October 23
8:00 am – 9:00 am Registration & Breakfast (in-person attendees)
9:00 am – 12:00 pm Workshop Sessions
12:00 pm – 1:00 pm Lunch Break
1:00 pm – 5:00 pm Workshop Sessions
5:00 pm – 7:00 pm Cocktails (in-person attendees)

Friday, October 24
8:15 am – 9:00 am Breakfast (in-person attendees)
9:00 am – 12:30 pm Workshop Sessions
12:30 pm Workshop Concludes

WORKSHOP PRICING

Nonprofit organizations and issuers / governmental organizations:

In-person: $775
Virtual: $675

Industry professionals*:

In-person and Virtual: $1,245

An invoice with payment instructions will be sent upon registration. Payment is due prior to October 17, 2025.

* Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Sixtos at [email protected].

HOTEL INFORMATION

BLX secured a limited number of rooms at a special discounted rate at Conrad Nashville. The last day to book a room will be Wednesday, October 2, 2025. To reserve your room, click here.

Refunds, Cancellations and Concerns

For in-person registrations, requests to refund registration fees must be received in writing by October 1, 2025, and will be subject to a $100 cancellation fee. No refunds will be granted after October 1.

For virtual registrations, requests to refund registration fees must be received in writing by October 20, 2025, and no cancellation fee will apply. No refunds will be granted after October 20.

Refunds or cancellations of hotel bookings need to be requested from Conrad Nashville and are subject to their policies.

For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
[email protected]
or call 213-612-2207

THANK YOU TO OUR SPONSORS

For information about sponsorship opportunities, please contact Alan Bond at [email protected].

DISCLOSURES

ATTORNEY ADVERTISING: Prior results do not ensure a similar outcome.

BLX is a subsidiary of Orrick. BLX does not provide legal services.