The BLX Institute

What it is

The BLX Institute is curated educational content supporting post-issuance compliance in the municipal and non-profit sectors. This public resource covers the fundamentals of post-issuance compliance.

Arbitrage Rebate Compliance

Post-Issuance / Private Use Compliance

Continuing Disclosure

Permitted Investments

Compliance Timeline – Tax-Exempt New Money Issue

Tax-exempt bonds have numerous filing requirements and deadlines issuers and borrowers must comply with over the life of the bonds. The below timeline highlights compliance milestones related to arbitrage rebate compliance, private business use, and Schedule K filings (for nonprofit organizations).

BLX onCompliance
A monthly video series from BLX on compliance topics relevant to public finance and tax-exempt bonds.

BLX Alerts
A historical index of timely alerts based on relevant current events in public finance.

BLX is committed to continuing education and hosts webinars, on-site training, and workshops. For more information, please contact Cynthia Sixtos at [email protected] or 213.612.2207.

BLXonCOMPLIANCE – Latest Video

The New Frontier – Spaceport Bond Financings (Laura Lariu; Ed Oswald; Kevin Roche, ;;Orrick) - NEW! - 03/09/2026

In this episode of BLXonCOMPLIANCE, we explore the exciting new world of spaceport bond financings. Join us as we discuss what spaceports are, why recent legislation now allows bonds to finance these innovative projects, how these financings will be structured, and what this means for both the municipal finance and aerospace industries.
(March 9, 2026)