Novogradac 23rd Annual New Markets Tax Credit Conference

Jan. 19-20 | Omni San Diego

There’s No Better Time to Get Expert Insights for Your NMTC Application and 2023 Strategy

In preparation for the new markets tax credit application deadline on Jan. 26, join hundreds of community development professionals at one of the biggest NMTC events in the country. Meet experienced NMTC accountants and allocation application consultants. Hear from investors and lenders to gain a competitive edge on NMTC financing in calendar year 2023 and beyond. Panel topics offer insights on the 2023 investor outlook, sourcing leverage debt, structuring NMTC loan funds, measuring community impact and closing successful transactions in the current economic climate.

New this year, plan to join us for our Novogradac Diversity, Equity and Inclusion (DEI) Summit being held Wednesday before the conference. Learn about the context and history of DEI, increasing access and representation, driving accountability, and creating solution and taking action.  Please note that separate registration is required for the DEI Summit.

Please contact or (415) 356-7970 if you have further questions or need assistance.

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DEI Summit

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Agenda At-A-Glance

January 18

9:05 am- 10:30 am

Establishing a Foundation

9:00 am- 4:00 pm

DEI Summit

9:00 am- 4:00 pm

The Basics of New Markets Tax Credits Workshop [separate registration required; additional fees apply]

January 19

8:00 am- 9:00 am

Networking Breakfast

9:00 am- 9:15 am

Conference Welcome

9:15 am- 10:45 am

The Washington Report

10:45 am- 11:00 am

Balance Break

11:00 am- 12:00 pm

Investor Outlook: Preparing for 2023

12:00 pm- 1:15 pm

Networking Lunch

1:30 pm- 2:30 pm

Sourcing Leverage Debt: Know Your Choices

2:30 pm- 2:45 pm

Balance Break

2:45 pm- 3:45 pm

CDFI Fund Insights

3:45 pm- 4:00 pm

Balance Break

4:00 pm- 5:00 pm

NMTC Loan Funds Structuring: Plenty of Options

5:00 pm- 6:00 pm

Networking Reception

January 20

8:00 am- 9:00 am

Registration and Breakfast

9:00 am- 9:55 am

NMTC Alternative: Targeted Populations Approach

10:00 am- 10:55 am

Closing NMTC Transactions in Tough Economic Times

Sponsorship Opportunities

For more information about becoming a sponsor, contact Carol Hough, Sponsorship Director or Christianna Cohen, Sales Representative.

Registration Rates

Early Bird rate ends Wednesday, Nov. 23, 2022.

Conference Rates by Type Early Bird Standard Onsite
Attendee $725 $775 $850
Novogradac Client $675 $675 $675
Workshop only $550 $550 $550
Workshop with conference $450 $450 $450
Reception guest pass $75 $75 $75

Groups of three (3) or more will receive $50 off their in-person conference registration. (Workshops not included).
*All three attendees will need to register in a group to receive the discount. The discount will automatically apply. No code needed.

Earn Continuing Education Credits

Novogradac will provide a certificate of completion for proof of continued education (CE) for relevant re-certifications. To receive a certificate of completion, please indicate your preference to earn CE during your registration or with a staff at the event registration desk at the conference.

Novogradac & Company LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To verify which sessions qualify for CPE credit please visit the Agenda tab.

For those seeking CLE credits, Novogradac is not a CLE sponsor but can provide eligible attendees a general certificate of attendance and, on request, additional supporting materials for self-submission to state boards. Please note that Novogradac cannot guarantee CLE credits will be accepted.