See You in Atlanta

The Essentials convenes new bond lawyers, paralegals, issuers, underwriters, investors, and others looking to get a deep primer on all things bond law. Our Essentials conference is designed to start at the most basic topics related to public finance law and gradually work up to deeper dives in an effort to prepare the next generation of bond lawyers and municipal market participants. Panelists focus on the principals and general concepts of public finance practice, covering the fundamentals of bond law, including conduit issues and issuers, state law issues, closing logistics, tax law, securities law, and private activity bonds.

Who Should Attend

Anyone looking to gain a deeper understanding of the rules and laws that govern the $4 trillion municipal market — particularly new bond lawyers. While the majority of our attendees will be practitioners with less than five years experience in public finance law, the conference is open to other stakeholders who would benefit from a primer on issues related to bond law, including municipal issuers, underwriters, investors, trustees, and interested law students.

Lawyers New to Bond Law

Issuers, Underwriters, Investors, Trustees, and Other Market Participants

Law Students Interested in Public Finance

What to Expect

Bond Law Bootcamp

A thorough overview of municipal bond law that will start with basic topics and concepts and work up to deeper dives.

CLE Hours

Attendees will have the opportunity to earn up to 15 hours of continuing legal education (CLE) credit with their respective state bar(s). Be sure to confirm that your NABL profile is up to date with your current state bar information.

Networking Opportunities

Numerous networking opportunities for law students, new bond lawyers, and other market participants just starting their careers in public finance. Attendees will meet with each other and experienced faculty members at all levels of their careers.

Valuable Insights

Expect to return to your practice or law school with a deeper understanding of the rules and laws that govern the $4 trillion municipal market.


We will continue to update the agenda as details finalize closer to the conference. Session times and details subject to change.

  1. Wed, April 10
  2. Thurs, April 11, AM
  3. Thurs, April 11, PM
  4. Fri, April 12

Opening General Session

Join NABL’s organizational leadership and our conference chairs for a special welcome and introduction session. Attendees will be provided with an overview of the conference and previews of what to expect over the 2.5 day conference.

NABL President

Carol J. McCoog

Hawkins Delafield & Wood LLP
Portland, OR

Conference Chair

Chris Langhart

McManimon, Scotland & Baumann, LLC
Roseland, NJ

Conference Co-Chair

Kimberly Min

Partner at Whiteford, Taylor & Preston LLP

Baltimore, MD

Group SessionOur first session will cover the central structural elements, documentation, and financial aspects of a municipal bond transaction.

2:15pm – 2:30pm Break

Group SessionAttendees will then be introduced to federal tax laws governing municipal bonds.

4:00pm – 4:15pm Break

Group SessionOur final substantive session of day one will address federal securities laws applicable to municipal bonds.

Members of the conference faculty will share insights, advise, and lessons learned from their experiences as rising bond lawyers. Attendees will have a chance to ask career-focused questions of faculty members. Our panel will conclude with a welcome reception. All conference attendees are welcome and encouraged to attend.

7:30am – 8:30am Breakfast

Breakout Session

Overview of the role of and expectations imposed on underwriter’s counsel in a municipal bond transaction.

Breakout SessionDiscussion of common state law issues that need to be addressed throughout the structuring of a municipal bond transaction and related disclosure issues.

Breakout SessionOverview of the private activity bond rules applicable to tax-exempt municipal bond transactions.

9:45am -10:15am Break

Breakout SessionOverview of the private activity bond rules applicable to tax-exempt municipal bond transactions.

Breakout SessionOverview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.

Breakout SessionOverview of the due diligence process with which practitioners should be familiar in municipal bond transactions and practical guidance for preparing disclosure documents.

11:30am – 1:00pm Lunch

Lunch SessionJoin NABL’s Director of Government Affairs for a deeper dive on the legislative process and how rules become rules. Attendees will receive a quick primer on how NABL engages in both the legislative and regulatory rulemaking processes to help inform the rules that govern the municipal market.

Breakout SessionOverview of certain transactions that do not fit typical structures but are common such as leases, installment payment contracts, pool programs, certificates of participation and others.

Breakout SessionIntroduction to the tax requirements applicable to the issuance of 501(c)(3) bonds, including ownership and use requirements and issues specific to hospital, residential housing, and school financings as well as commonly used financing structures.

Breakout SessionIntroduction to the legal and tax aspects of refundings and the core tax concepts of a reissuance.

2:15pm – 2:45pm Break

Breakout SessionAn overview of the logistics of closing a bond transaction, including drafting of various closing papers, preparing the Form 8038G or 8038, and DTC’s role prior to, during, and after a bond closing.

Breakout SessionDiscussion of hypotheticals that involve the application of certain federal tax laws relating to refundings, including the repeal of tax-exempt advance refundings, as well as reissuance.

Breakout SessionOverview of the role of, responsibilities and expectations imposed on issuer’s counsel in a municipal bond transaction.

4:00pm – 4:30pm Break

Group Session

Description coming soon!

Netorking Opportunity

Join members of the conference faculty, NABL leadership, and your fellow conference attendees for an evening reception.

7:30am – 8:30am Breakfast

Breakout SessionDiscussion of hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to the arbitrage rebate.

Breakout SessionIntroduction to state law creation of and limitations on conduit bond issuers, the roles of counsel, multi-state issuers, and many other issues unique to conduit bond issues.  Overview of the rules applicable to qualified small issue bonds, including qualifying projects, prohibited and restricted uses and maximum amounts, and the rules relating to qualified exempt facility bonds.

Breakout SessionDiscussion of hypotheticals that involve the application of certain private activity bond rules to tax-exempt municipal bond transactions.

9:45am – 10:15am Break

Ethics Group SessionThis session will address, in an interactive format, some of the ethical and practical issues related to legal representations in municipal finance, including: engagement letters, delivery of opinions and conflicts of interest, and a discussion of applicable ABA Model Rules of Professional Conduct. This session is anticipated to qualify for CLE ethics credit.

11:30am – 12:00pm Break

Closing General SessionThe Essentials concludes with a fourth General Session entitled “Tying It All Together.” This popular session takes attendees through a typical bond issue – from the initial client call to closing – using an interactive, informal platform that incorporates concepts from across the General Sessions and breakout sessions. Panelists play the roles of issuer, underwriter, bond attorney, and tax attorney as they navigate through a bond transaction from start to finish. Along the way, they encounter, explain, and resolve issues typically encountered in public finance transactions.

Conference Leadership

The content featured in all of our conferences is always member-driven. This year, we want to thank our conference leadership for all their work.

Chris Langhart

McManimon, Scotland & Baumann, LLC
Roseland, NJ


Kimberly Min

Partner at Whiteford, Taylor & Preston LLP

Baltimore, MD

Silhouette of a person with a lightbulb icon.

Know Before You Go

Questions about what to expect? We recently hosted an informational webinar session for Essentials attendees and anyone interested in registering to attend.

Market tickertape. Source: Ahmad Ardity.

What’s a Bond?

Really new to bond law? Start with the Basics. Enhance your experience at the Essentials by reading The Bond Basics, our introductory primer on municipal bond law.

Registration Details

Early Bird (Thru Feb. 1, 2024)Normal Rate (After Feb. 1, 2024)All Non-Members

You may also download and email a PDF registration form to

Federal, state, and local government employees who are not NABL members may email the print registration form to in order to obtain the member rate.

Not a member?
Join NABL Today

Saving on the Essentials is just one of the many reasons to join the largest association of bond lawyers. Join today and be ready to save on the Essentials once registration opens!

Registration Substitution and Refund Policy

Substitutions and cancellations are permitted when requested in writing by Thursday, February 22, 2024, 12:00pm ET. Email requests to

Save the Date!

Sheraton Hotel in Atlanta Georgia

Hotel Information

Rates and Reservations

Be sure to reserve your room at the Courtland Grand Hotel before our room block closes on April 5, 2024. Rooms for conference attendees booked through our room block start at $214 per night.

About the Hotel

A distinctive and relaxing environment, boasting unique amenities including a fitness center, an indoor/outdoor courtyard pool and jacuzzi, onsite dining, and full meeting, wedding, and event facilities, all in the heart of vibrant Atlanta.

Getting There

Atlanta Hartsfield-Jackson International Airport (ATL)
11 miles south of the hotel

CLE Information

The Essentials will offer up to 15 hours of continuing legal education (CLE) credit hours and may include ethics hours. There are accommodations for calculating individual states with a 60-minute CLE credit hour and states with a 50-minute CLE credit hour reporting. We will apply for and anticipate receiving approval for these hours in all applicable states. 

When registering for the Essentials, please select the sessions you plan to attend, so we can provide you with the correct credit hours for the conference. You have one week after the Essentials concludes to make changes to your schedule to reflect the sessions you attended. 

Post-Conference: Access Certificates in May 2024
A post-conference email will be sent to attendees with instructions for certificate download. If you have questions or need login assistance, contact us via

Thank You Sponsors!

We are grateful to our sponsors who help make this conference possible. NABL Sponsorship plays an important role in promoting the integrity of the municipal bond market and is crucial to making all our educational and advocacy events an integral part of NABL’s success. Take a moment and visit their websites to learn more about who they are.