Novogradac 2023 Fall New Markets Tax Credit Conference

Agenda

Agenda is subject to change.

Please note: Agenda is set to Central Time
CPE information coming soon.

WEDNESDAY, OCTOBER 25, 2023

9:00 am - 4:00 pm

NMTC Basics Workshop

Learn the fundamentals of the new markets tax credit incentive, 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.

Tracks:

Speaker: Chris Perkowski, Partner, Stinson

Moderator: Rebecca Darling, Partner, Novogradac

Speaker: Lisa Gibson, Director, Cherry Bekaert Strategic Financing Services

1:00 pm - 5:00 pm

NMTC Beyond the Basics Workshop

Get a deeper overview of the NMTC incentive, with a discussion of the CY 2023 application and a further look at such issues as structures, twinning with state incentives, challenges with QALICBs and exit strategies.

Tracks:

Speaker: Aileen Thomas, Partner, Jones Walker LLP

Speaker: Erin Neff, Principal, Novogradac

Moderator: Nicolo Pinoli, Partner, Novogradac

THURSDAY, OCTOBER 26, 2023

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:05 am

Conference Welcome

The conference chair will detail what to expect over the next two days and provides a preview of educational and networking opportunities.

Tracks:

Moderator: Brad Elphick, Conference Chair & Partner, Novogradac

9:05 am - 10:45 am

Washington Report

Our experts provide insight into what to expect during the remainder of this year’s Congress and the coming election-year session. Hear about potential vehicles for provisions to extend or expand the NMTC–including the New Markets Tax Credit Extension Act of 2023–and get insight into potential regulatory issues for community development stakeholders, including the Community Reinvestment Act and the global minimum tax.

Tracks:

Speaker: Aisha Benson, President & CEO, Nonprofit Finance Fund (NFF)

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Paul Anderson, Vice President, Rapoza Associates

Speaker: Jeff McMillen, Partner, Akin Gump

10:45 am - 11:00 am

Networking Break

11:00 am - 12:00 pm

Investor Insights

Our panel of investors share their views of the marketplace, including how interest rates, an influx of new clean energy credits and other issues affect pricing. Also learn what types of transactions are seeing most in 2023.

Tracks:

Speaker: Chris Leutzinger, Senior Vice President & NMTC Relationship Manager, Truist Community Capital

Moderator: Brad Elphick, Conference Chair & Partner, Novogradac

Speaker: James D. Howard, President, Dudley Ventures

Speaker: Drew Hammond, Vice President & Business Development Officer, U.S. Bancorp Impact Finance

Speaker: John Chamberlain, Managing Director, Capital One

Speaker: Kathleen Galvan, Acquisitions Manager, NTCIC

12:00 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Stakeholders Speak Out

Hear about challenges and opportunities for those businesses that are recipients of NMTC financing–as well as their underwriters, lenders and other colleagues. Our panel provides real-world examples and how to anticipate and address issues that arise and provide insight to help QALICBS understand the interests of the different parties involved in a NMTC transaction.

Tracks:

Speaker: Aileen Thomas, Partner, Jones Walker LLP

Speaker: Laurel Tinsley, Managing Director, Cherry Bekaert Strategic Financing Services

Speaker: Jodie Smith, Shareholder, Maynard Nexsen

Moderator: Don Sabine, Principal, Novogradac

Speaker: Shawn Whitney, Shareholder, Polsinelli

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

2:30 pm - 2:45 pm

Networking Break

2:45 pm - 3:45 pm

NMTC and Housing: A Curious Marriage

New markets tax credit equity can be used to finance housing, although the NMTC can’t be paired with the low-income housing tax credit. Hear about a variety of options, including mixed use and for-sale affordable housing that are eligible for NMTC financing.

Tracks:

Speaker: Christopher Pierce, Parter, Lathrop GPM

Moderator: Amanda Read, Partner, Novogradac

Speaker: Melissa McCormack, Senior Vice President, Bank of America

Speaker: Erik Rickard, Partner, Barnes and Thornburg LLP

Speaker: Megan Riess, Member, Longwell Riess

Speaker: Donna Smith, Executive Vice President, Smith NMTC Associates

3:45 pm - 4:00 pm

Networking Break

4:00 pm - 5:00 pm

Social Impact and the NMTC

Traditionally under-resourced communities can receive a boost from NMTC financing, but what’s the best way to start? Insiders share their experience in incorporating social impact in their investments and developments and provide suggestions on how you can derive even more impact from your NMTC transaction.

Tracks:

Moderator: Ryan Rieger, Principal, Novogradac

Speaker: Kermit Billups, Executive Vice President, Greenline Ventures

Speaker: Phil Glynn, President, Travois

Speaker: Darryl Jacobs, Partner, Ginsberg Jacobs LLC

Speaker: Judd Larson, Partner, Kutak Rock

Speaker: En Jung Kim, Executive Director, Community Development Banking - New Markets Tax Credit Group, Chase

5:00 pm - 6:30 pm

Networking Reception

FRIDAY, OCTOBER 27, 2023

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:25 am

Keynote Address

Rep. Claudia Tenney, D-New York, the lead House sponsor of the New Markets Tax Credit Extension Act of 2023 and a member of the House Ways and Means Committee, shares insight on NMTC legislation, the likelihood of NMTC provisions being included in other legislation this year and more.

Tracks:

Speaker: Claudia Tenney, Congresswoman, U.S. Representative, NY - 24th District

9:25 am - 9:30 am

Networking Break

9:30 am - 10:25 am

Hot Topics

Learn about emerging trends in the NMTC space, as well as issues that stakeholders should consider during the development timeline. Panelists will discuss how these issues are impacting transactions and how they are dealing with them.

Tracks:

Speaker: William Carson, VP & Senior Business Development Officer (NMTC/HTC), U.S. Bancorp Impact Finance

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

Moderator: Brad Elphick, Conference Chair & Partner, Novogradac

Speaker: Steven Mount, Partner, Squire Patton Boggs

10:25 am - 10:30 am

Networking Break

10:30 am - 11:25 am

Award Winner Case Studies

Hear the inside story from a winner of a Novogradac Journal of Tax Credits QLICI of the Year award, including the challenges faced and opportunities they took to get their property to the finish line. Gain insight into how their lessons can help you.

Tracks:

Moderator: Bryan Hung, Partner, Novogradac

Speaker: Kyle Walton, Founder & President, Classic Lake Consulting

Speaker: Ashley Wicks, President, Butler Snow Foundation

Speaker: Tom Oldenburg, Assistant Vice President, U.S. Bancorp Impact Finance

Reserve your place.

Attending a new markets tax credit (NMTC) conference is one of the best ways to stay up to date with the latest trends in community development. Network with hundreds of community development professionals while learning from experienced NMTC accountants, allocatees, investors, developers and more. Explore emerging legislation and tax credit equity pricing while learning how to best prepare for future NMTC allocation rounds.

Novogradac 2023 Fall New Markets Tax Credit Conference

Agenda

Agenda is subject to change.

Please note: Agenda is set to Central Time CPE information coming soon.

WEDNESDAY, OCTOBER 25, 2023

NMTC Basics Workshop

NMTC Beyond the Basics Workshop

THURSDAY, OCTOBER 26, 2023

Registration and Breakfast

Conference Welcome

Washington Report

Networking Break

Investor Insights

Networking Lunch

Stakeholders Speak Out

Networking Break

NMTC and Housing: A Curious Marriage

Networking Break

Social Impact and the NMTC

Networking Reception

FRIDAY, OCTOBER 27, 2023

Registration and Breakfast

Keynote Address

Networking Break

Hot Topics

Networking Break

Award Winner Case Studies

Reserve your place.

Please note: Agenda is set to Central Time
CPE information coming soon.