Novogradac 2022 Spring New Markets Tax Credit Conference
TUESDAY, JUNE 7, 2022
WEDNESDAY, JUNE 8, 2022
9:00 am - 4:00 pm
NMTC 101: The Basics (in-person only) - additional fee required
Learn the fundamentals of the New Markets Tax Credit program, including the background, roles of significant players, the alphabet of CDEs, QEIs, QLICIs and QALICBs, how to avoid recapture and more, from experts with years of experience consulting on NMTC transactions.
Discussion Topics from Fall 2022 workshop:
• Background and purpose of NMTC program
• The basic NMTC structure
• Tax credit pool, application process and award process
• Claiming the credits
• The leverage structure
• Allocation application and rounds
• CDEs (service areas, governing/advisory boards)
• QALICBs
• QLICIs and the sub-all test
• Avoiding credit recapture
Tracks:
Speaker: Ashley Wicks, Attorney, Butler Snow
Speaker: Jodie Fish, Manager, Novogradac
Speaker: Rebecca Darling, Partner, Novogradac
Speaker: Monica Blanton, Director of NMTC Operations, River Gorge Capital
THURSDAY, JUNE 9, 2022
8:00 am - 9:00 am
Registration and Breakfast/Login
9:00 am - 9:05 am
Conference Welcome
Tracks:
Speaker: Gregory Clements, Partner, Novogradac
9:05 am - 9:30 am
Keynote Address
Tracks:
Speaker: Richard Neal, Chairman, House Ways and Means Committee
9:30 am - 9:45 am
QLICI of the Year Awards
9:45 am - 10:45 am
Washington Report
Tracks:
Speaker: Jeff McMillen, Partner, Akin Gump Strauss Hauer & Feld LLP
Speaker: Bob Rapoza, President and Principal, Rapoza Associates
Speaker: Merrill Hoopengardner, President, NTCIC
Speaker: Sandra Moore, Managing Director and Chief Impact Officer, Advantage Capital
Moderator: Michael Novogradac, Managing Partner, Novogradac
10:45 am - 11:00 am
Balance Break
Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.
Tracks:
11:00 am - 12:00 pm
Investors, Equity and Success
Tracks:
Speaker: Jamise Goodman, Senior Vice President, Truist Community Capital
Speaker: Tom Oldenburg, Vice President, US Bancorp Community Development Corporation
Speaker: John Chamberlain, Senior Vice President, Capital One
Speaker: Jim Howard, President, Dudley Ventures
Moderator: Annette Stevenson, Partner, Novogradac
12:00 pm - 1:30 pm
Networking Lunch
1:30 pm - 2:30 pm
NMTC Plus...
Tracks:
Speaker: Beth Robinson, President & CEO, Uptown Consortium, Inc.
Speaker: Nicholas Anderson, Partner, Spencer Fane LLP
Moderator: Austin Power, Principal, Novogradac
Speaker: Joseph Bredehoft, Partner, Husch Blackwell LLP
2:30 pm - 2:45 pm
Balance Break
Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.
Tracks:
2:45 pm - 3:45 pm
Finishing Strong
Tracks:
Moderator: Rob Bryant, Partner, Novogradac
Speaker: Shawn Whitney, Shareholder, Polsinelli
Speaker: Brooke Roseberry, Vice President and Senior Asset Manager, US Bancorp Community Development Corporation
Speaker: Leah Rogan, Managing Director, NMTC, Enterprise Community Investment Inc.
3:45 pm - 4:00 pm
Balance Break
Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.
Tracks:
4:00 pm - 5:00 pm
Investing in Diversity
Tracks:
Speaker: Oliver Baines, President and CEO, Central Valley NMTC
Speaker: Donna Nuccio, VP NMTC Investing, New Markets Support Company
Speaker: Sameer Patel, , Manatt, Phelps & Phillips, LLP
Moderator: Robert Bennett, Principal, Novogradac
5:00 pm - 6:00 pm
Networking Reception
Tracks:
FRIDAY, JUNE 10, 2022
8:00 am - 9:00 am
Registration and Breakfast/Login
9:00 am - 9:30 am
Keynote Address
Tracks:
Speaker: Jodie Harris, Director, CDFI Fund
9:30 am - 10:25 am
CDFI Fund Insights
Tracks:
Speaker: Oscar Gonzales, Associate Program Manager, Financial Strategies and Research, CDFI Fund
Speaker: Trefor A. Henry, Associate Program Manager, CDFI Fund, Office of Compliance Monitoring & Evaluation
Moderator: Bob Ibanez, Senior Public Policy Manager, Novogradac
Speaker: Christopher Allison, Program Manager for New Markets Tax Credit Program, CDFI Fund
10:30 am - 11:20 am
Understanding the "But For"
Tracks:
Speaker: Kermit Billups, Executive Vice President, Greenline Ventures
Speaker: John Brooks, Director of Commercial Lending, New Mexico Finance Authority
Speaker: Darryl Jacobs, Attorney, Ginsberg Jacobs LLC
Moderator: Erin Neff, Principal, Novogradac
11:25 am - 12:15 pm
Alternate Financing Tools
Tracks:
Speaker: Robert Labes, Partner, Squire Patton Boggs
Speaker: Traci Vaine, CEO, CEI Capital Management
Moderator: Nick Ives, Principal, Novogradac