Novogradac 24th Annual New Markets Tax Credit Conference

Workshops

Novogradac workshops give you a chance to gain detailed insight and knowledge about affordable housing, community development, historic preservation, opportunity zones or renewable energy fields.

From basics workshops (where you get an explanation of or refresher about the specific industry) to specialized, deep-dive workshops (where you get training and information to help you take the next step), the Novogradac preconference workshops add to your professional toolbox. Attend a workshop before one of our conferences to maximize your time learning about and networking with professionals within your specific industry.

Separate registration is required for workshops.

Find CPE Information Here

Please note: Agenda is in the local time zone and is subject to change. 

WEDNESDAY, JANUARY 24, 2024

9:00 am - 4:00 pm

NMTC Basics (in-person only)- additional fee required

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.
Monica Blanton photo

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

Ashley Wicks photo

Speaker: Ashley Wicks, President, Butler Snow Foundation, Butler Snow

Rebecca Darling photo

Moderator: Rebecca Darling, Partner, Novogradac

Jodie Fish photo

Speaker: Jodie Fish, Manager, Novogradac

1:00 pm - 5:00 pm

Getting Native NMTC Deals Done (in-person only)- additional fee required

Sponsored by:                 Materials Presented by:

           

 

This workshop shares lessons from the CDFI Fund’s NMTC Native Initiative for Native and non-Native CDEs, sponsors, investors, and lenders. The goal of the NMTC Native Initiative is to increase NMTC investments in NMTC Native areas.

Topics on the Agenda Include:

  • Review findings and lessons learned about Market Research Report.
  • Discuss recommended practices to navigate closing challenges in NMTC Native Areas.
  • Review a Self-Assessment Guide to determine how Native and non-Native organizations can most effectively partner together.
  • Dive into Native NMTC case studies.
  • Participate in a facilitated networking activity between Native and non-Native organizations. 
Joseph Lapilio photo

Speaker: Joseph Lapilio, President & CEO, Waianae Economic Development Council

Mary Miner photo

Speaker: Mary Miner, Vice President, Community Development, Alaska Growth Capital

Bob Crothers photo

Speaker: Bob Crothers, Chief Lending Officer and Chief Operating Officer, Citizen Potawatomi Community Development Corporation

Michael Bland photo

Speaker: Michael Bland, Director of Community Investments, Travois

Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Conference Chair & Partner, Novogradac

Karen Williams photo

Speaker: Karen Williams, Consultant

Nancy Pindus photo

Speaker: Nancy Pindus, Senior Fellow, Urban Institute

Kevin Klingbeil photo

Speaker: Kevin Klingbeil, Owner & Managing Director, Big Water Consulting

Drew Hammond photo

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

THURSDAY, JANUARY 25, 2024

FRIDAY, JANUARY 26, 2024

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.