Novogradac 2023 Fall New Markets Tax Credit Conference


Agenda is subject to change.

Please note: Agenda is set to Central Time
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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.


Jason Callaham photo

Speaker: Jason Callaham, Strategic Financing Consultant, Cherry Bekaert Advisory LLC

Rebecca Darling photo

Moderator: Rebecca Darling, Partner, Novogradac

Chris Perkowski photo

Speaker: Chris Perkowski, Partner, Stinson

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.


Erin Neff photo

Speaker: Erin Neff, Principal, Novogradac

Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Partner, Novogradac

Aileen Thomas photo

Speaker: Aileen Thomas, Partner, Jones Walker LLP


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.


Brad Elphick photo

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.


Aisha Benson photo

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

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

Paul Anderson photo

Speaker: Paul Anderson, Vice President, Rapoza Associates

Jeff McMillen photo

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.


Chris Leutzinger photo

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

Brad Elphick photo

Moderator: Brad Elphick, Conference Chair & Partner, Novogradac

James Howard photo

Speaker: James D. Howard, President, Dudley Ventures

Drew Hammond photo

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

John Chamberlain photo

Speaker: John Chamberlain, Managing Director, Capital One

Kathleen Galvan photo

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.     


Jodie Smith photo

Speaker: Jodie Smith, Shareholder, Maynard Nexsen

Laurel Tinsley photo

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

Shawn Whitney photo

Speaker: Shawn Whitney, Shareholder, Polsinelli

Nicole Boone photo

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

Don Sabine photo

Moderator: Don Sabine, Principal, Novogradac

Aileen Thomas photo

Speaker: Aileen Thomas, Partner, Jones Walker LLP

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.


Christopher Pierce photo

Speaker: Christopher Pierce, Parter, Lathrop GPM

Donna Aronoff-Smith photo

Speaker: Donna Aronoff-Smith, Executive Vice President, Smith NMTC Associates LLC

Melissa McCormack photo

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

Erik Rickard photo

Speaker: Erik Rickard, Partner, Barnes and Thornburg LLP

Megan Riess photo

Speaker: Megan Riess, Member, Longwell Riess

Amanda Read photo

Moderator: Amanda Read, Partner, Novogradac

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.


Ryan Rieger photo

Moderator: Ryan Rieger, Principal, Novogradac

Kermit Billups photo

Speaker: Kermit Billups, Executive Vice President, Greenline Ventures

Phil Glynn photo

Speaker: Phil Glynn, President, Travois

En Jung Kim photo

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

Judd Larson photo

Speaker: Judd Larson, Partner, Kutak Rock

Darryl Jacobs photo

Speaker: Darryl Jacobs, Partner, Ginsberg Jacobs LLC

5:00 pm - 6:30 pm

Networking Reception


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.


Claudia Tenney photo

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

Jonathan Katz photo

Moderator: Jonathan Katz, Partner, Jones Walker LLP

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.


William Carson photo

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

Leah Rogan photo

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

Christopher Calpin photo

Speaker: Christopher Calpin, Associate, Squire Patton Boggs

Brad Elphick photo

Moderator: Brad Elphick, Conference Chair & Partner, Novogradac

10:25 am - 10:30 am

Networking Break

10:30 am - 11:25 am

Award Winner Case Studies

Hear the story of The Detroit Food Commons, winner of the 2023 Novogradac Journal of Tax Credits Small Business QLICI of the Year award. Learn about the challenges faced and lessons learned in financing and completing a 31,000-square-foot, two-story building to house the Detroit People's Food Co-op, as well as four teaching and shared-space commercial kitchens, a banquet hall/community  meeting space and office spaces for the Detroit Black Community Food Security Network. Learn from a team that has successfully executed NMTC financing in a challenging environment.


Bryan Hung photo

Moderator: Bryan Hung, Partner, Novogradac

Kyle Walton photo

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

Ashley Wicks photo

Speaker: Ashley Wicks, President, Butler Snow Foundation

Donna Nuccio photo

Speaker: Donna Nuccio, VP NMTC Investing, New Markets Support Company

Robin Houston photo

Speaker: Robin Houston, Assistant Vice President & Senior Asset Manager (NMTC), 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.