Webinar #1
May 5, 2026
OZ 101: What It Is and Why Now
Audience: Broad, newcomers and re-engagers. The history of OZ, the three benefits, how to participate, and what OZ 2.0 changes.
Resources
OZ Resources
Webinars, short-form clips, and show notes for OZ practitioners. All free.
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Podcast studio / OZ briefing visual
Co-branded with OZ2.org
Webinar Series: OZ 2.0 in Practice
10 sessions · May to September 2026 · 30 min each · Co-presented with OZ2.org · CPE/CLE credit in process
Registration and replays are hosted on OZ2.org.
These sessions are co-branded with Greg Troin and the OZ2 Agency, which hosts the registration infrastructure and replay library.
Core Curriculum
May to June
Webinar #2
May 19, 2026
Tax Benefits Deep Dive
Audience: CPAs, attorneys, advisors. QOF structure, the gains clock, program stacking, and the client conversation guide.
Webinar #3
June 2, 2026
Deals in Action
Audience: Investors, developers. OZ 1.0 lessons learned, deal spotlights, and OZ 2.0 implications.
Webinar #4
June 16, 2026
The Designation Window
Audience: Economic development directors, state officials, investors. The designation process, zone selection, Treasury guidance gaps, and what to do right now.
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Webinar hosting lives on OZ2.org. This page is an HFA-branded directory. Each card links out to OZ2.org for registration or replay. CPE/CLE accreditation is in process, with NASBA application planned for June 2026.
Short-form video library
Short-Form Clips
30 to 90-second clips extracted from podcast episodes and webinars. Five series, 18 target clips. Also available on LinkedIn, YouTube Shorts, and Instagram Reels.
Myth Busted
5 clips. Each opens with a myth and closes with the truth. Built for fast hooks and strong shares.
OZ in 60 Seconds
4 clips. Clean explainers covering what an OZ is, the 3 benefits, the six-month window, and the 10-year exit.
Deals in Action
4 clips. Story-driven examples including Brookville, Valley House Flats, Cleveland, Peak Drift, and the Everyday Deal.
OZ 2.0: What’s New
3 clips. Designation-focused content on what changed, the new window, and what practitioners need to do.
Who Needs to Know
2 clips. Designed to be forwarded: “If you have a client with capital gains, watch this.” “If your town is in an OZ, watch this.”
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Short-form clips / vertical video visual
Clips added weekly as episodes are released and edited.
Episode archive
Episode Show Notes
Searchable index of all episode show notes. Each entry includes key links, guest bio, timestamps, and the newsletter that paired with that episode.
View Show Notes Archive
Episode 01
Mission, OZ 2.0, designation window
Episode 02
Policy landscape, Bruce Katz, permanent era
Episode 03
Added weekly after launch
Optional / email-gated
Practitioner Resources
The following downloads are available to newsletter subscribers. Subscribe to The OZ Briefing to access.
OZ 2.0 Explainer One-Pager
The three benefits, the six-month investment window, and the 2026 designation timeline in a single page.
Investor Archetype Guide
Which of the three OZ pathways, Solo, Sponsor, or Join, fits your client’s situation.
Designation Window Checklist
For economic development directors. What to prepare before July 1, 2026.
Subscribe to The OZ Briefing to access downloads.
Add downloads as created. Test both gated and open access to see what drives more list growth and direct use.
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Downloads are optional at launch. The most important thing is that they exist and are useful. Email-gating is a judgment call, since free access may generate more goodwill and sharing than a gate generates subscribers.