Novogradac 2022 Spring New Markets Tax Credit Conference
WEDNESDAY, JUNE 8, 2022
9:00 am - 4:00 pm
NMTC 101: The Basics
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: Rebecca Darling, Partner, Novogradac
Speaker: Ashley Wicks, Attorney, Butler Snow
Speaker: Jodie Fish, Manager, Novogradac
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 - 10:45 am
Washington Report
Tracks:
Speaker: Bob Rapoza, President and Principal, Rapoza Associates
Speaker: Jeff McMillen, Partner, Akin Gump Strauss Hauer & Feld LLP
Speaker: Merrill Hoopengardner, President, NTCIC
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:
Moderator: Annette Stevenson, Partner, Novogradac
Speaker: Jim Howard, President, Dudley Ventures
Speaker: John Chamberlain, Senior Vice President, Capital One
Speaker: Tom Oldenburg, Vice President, US Bancorp Community Development Corporation
12:00 pm - 1:30 pm
Networking Lunch
1:30 pm - 2:30 pm
NMTC Plus...
Tracks:
Speaker: Joseph Bredehoft, Partner, Husch Blackwell LLP
Speaker: Austin Power, Principal, Novogradac
Speaker: Nicholas Anderson, Partner, Spencer Fane 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: Leah Rogan, Managing Director, NMTC, Enterprise Community Investment Inc.
Speaker: Brooke Roseberry, Vice President and Senior Asset Manager, US Bancorp Community Development Corporation
Speaker: Shawn Whitney, Shareholder, Polsinelli
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:
Moderator: Robert Bennett, Principal, Novogradac
Speaker: Oliver Baines, President and CEO, Central Valley NMTC
Speaker: Sameer Patel, , Manatt, Phelps & Phillips, LLP
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: Christopher Allison, Program Manager for New Markets Tax Credit Program, CDFI Fund
Moderator: Bob Ibanez, Senior Public Policy Manager, Novogradac
10:30 am - 11:20 am
Understanding the "But For"
Tracks:
Moderator: Erin Neff, Principal, Novogradac
Speaker: Kermit Billups, Executive Vice President, Greenline Ventures
Darryl Jacobs, Attorney, Ginsberg Jacobs LLC
11:25 am - 12:15 pm
Alternate Financing Tools
Tracks:
Moderator: Nick Ives, Principal, Novogradac
Speaker: Robert Labes, Partner, Squire Patton Boggs
Speaker: Traci Vaine, CEO, CEI Capital Management