Novogradac 2023 Spring New Markets Tax Credit Conference

Agenda

Agenda is subject to change.

Please note: Agenda is in Eastern Time.

Find CPE Information Here.

WEDNESDAY, JUNE 7, 2023

9:00 am - 4:00 pm

NMTC Basics [In-Person]

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 deals.

Tracks:

Ashley Wicks photo

Speaker: Ashley Wicks, Attorney, Butler Snow

Monica Blanton photo

Speaker: Monica Blanton, Director of NMTC Operations, River Gorge Capital

Rebecca Darling photo

Speaker: Rebecca Darling, Partner, Novogradac

1:00 pm - 5:00 pm

NMTC Compliance [In-Person]

Getting a new markets tax credit (NMTC) allocation and even closing your QLICIs isn't the end of the line for CDE compliance. Learn about compliance requirements from the IRS and CDFI Fund, recapture risks, allocation agreements, the substantially all test, common pitfalls and more.

Tracks:

Ryan Rieger photo

Speaker: Ryan Rieger, Principal, Novogradac

Travis Vance photo

Speaker: Travis Vance, Manager, Novogradac

Austin Power photo

Speaker: Austin Power, Partner, Novogradac

THURSDAY, JUNE 8, 2023

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:30 am

Conference Welcome & Keynote Address

9:30 am - 10:45 am

Washington Report

An expert panel shares what is happening in the capital and how this session of Congress views NMTC expansion and permanence legislation. Hear what is happening with regulatory guidance and about the chances for NMTC provisions to be included in must-pass bills.

Tracks:

Laura Vowell photo

Speaker: Laura Vowell, Managing Director of Community Finance Solutions, U.S. Bancorp Impact Finance

Bob Rapoza photo

Speaker: Bob Rapoza, Founder & President, Rapoza Associates

Jeff McMillen photo

Speaker: Jeff McMillen, Partner, Akin Gump

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

10:45 am - 10:55 am

Networking Break

10:55 am - 11:30 am

Novogradac Journal of Tax Credits Community Development QLICIs of the Year Awards

A presentation of awards and recognition of the winners and honorable mention recipients of the 2023 Novogradac Journal of Tax Credits Community Development QLICIs of the Year Awards.

Tracks:

Brad Elphick photo

Co-Presenter: Brad Elphick, Partner, Novogradac

Gregory Clements photo

Co-Presenter: Gregory Clements, Conference Chair & Partner, Novogradac

11:30 am - 12:30 pm

Insight from NMTC Investors

Learn what to expect from investors, including the types of transactions that are most attractive, how the broader state of the economy is affecting NMTC investment and how new GAAP guidance may influence investment.

Tracks:

Tom Oldenburg photo

Speaker: Tom Oldenburg, Vice President | Business Development, U.S. Bancorp Impact Finance

Frank Buss photo

Moderator: Frank R Buss, Partner, Novogradac

Chimeka Gladney photo

Speaker: Chimeka Gladney, Senior Vice President, NMTC, Truist Community Capital

James Howard photo

Speaker: James D. Howard, President, Dudley Ventures

12:30 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Majority Investing in Minority-Owned Businesses

Hear about investing in minority-owned businesses, including the needs, opportunities and challenges. Learn how to move from a vision statement to actual investment in QALICBs that are making a difference in their communities.

Tracks:

Kermit Billups photo

Speaker: Kermit Billups, Executive Vice President, Greenline Ventures

Ashley Wicks photo

Speaker: Ashley Wicks, Attorney, Butler Snow

Keith Jones photo

Speaker: Keith Jones, Director, Stonehenge

Robert Bennett photo

Moderator: Robert Bennett, Principal, Novogradac

2:30 pm - 2:45 pm

Networking Break

2:45 pm - 3:45 pm

Big Promise of Small Business Loan Funds

Hear about this option for NMTC financing, including the structure, how to limit costs, the need for a strong pipeline, due diligence and compliance issues.

Tracks:

Tracey Gunn Lowell photo

Speaker: Tracey Gunn Lowell, Vice President, U.S. Bancorp Impact Finance

Nicole Boone photo

Speaker: Nicole Boone, Vice President of Capital Markets, Lendistry

Cody Rogers photo

Speaker: Cody Rogers, Partner, Stinson LLP

Amanda Read photo

Moderator: Amanda Read, Partner, Novogradac

3:45 pm - 4:00 pm

Networking Break

4:00 pm - 5:00 pm

CDFI Fund Insiders

Insiders at the CDFI Fund share the latest on the CY 2022 allocation authority round, as well as what to expect for the CY 2023 application round. Learn what’s coming and be prepared early.

Tracks:

Oscar Gonzales photo

Speaker: Oscar Gonzales, Associate Program Manager, Financial Strategies and Research, CDFI Fund

Rebecca Darling photo

Moderator: Rebecca Darling, Partner, Novogradac

Christopher Allison photo

Speaker: Christopher Allison, Program Manager for New Markets Tax Credit Program, CDFI Fund

Trefor Henry photo

Speaker: Trefor A. Henry, Associate Program Manager, CDFI Fund, Office of Compliance Monitoring & Evaluation

5:00 pm - 6:30 pm

Networking Reception

FRIDAY, JUNE 9, 2023

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:55 am

Measuring and Reporting Community Impact

Measuring community impact and efficacy are crucial for NMTC investments. Learn what’s measured and hear how to provide that information to the CDFI Fund. Be informed now so you can consistently measure impact.

Tracks:

Marcus Jones photo

Speaker: Marcus Jones, Real Estate Investment Analyst, NTCIC

Darryl Jacobs photo

Speaker: Darryl Jacobs, Partner, Ginsberg Jacobs LLC

Leah Rogan photo

Speaker: Leah Rogan, Managing Director, NMTC, Enterprise Community Investment Inc.

Matt Yunker photo

Moderator: Matt Yunker, Manager, Novogradac

9:55 am - 10:00 am

Networking Break

10:00 am - 10:55 am

QALICB Challenges, Hurdles, Solutions

Hear about the issues facing qualified low-income community businesses (QALICBs) as they navigate NMTC financing. QALICBs share their experiences and how the overcame challenges. Whether you’re another QALICB, a CDE, an investor or another stakeholder, this panel will inform you on what’s happening.

Tracks:

Nathan Lerman photo

Speaker: Nathan Lerman, President, LCA Solutions

Nicholas Anderson photo

Speaker: Nicholas Anderson, Partner, Spencer Fane LLP

David Graff photo

Moderator: David Graff, Partner, Novogradac