ON-DEMAND Webinar Series

20th Annual New Markets Tax Credit Summit
The Community Development Version of Infrastructure Week

Kim DoE, VP Marketing, Acme Direct
Webinar Details

On-Demand: NMTC Virtual Summit: Pre-Conference Workshop

This session is our traditional workshop in a slightly abbreviated form. We will tackle introductory topics for those new to the program and incorporate advanced topics around structuring, technical nuances, compliances intricacies, case studies, and marketplace trends to keep you abreast of the industry-latest.

Agenda:
  • New Markets Tax Credits: The Brief Basics
    • The workshop will kick off with a refresher on the New Markets Tax Credit program. During the session, we’ll provide a high-level review of the NMTC program’s history, rules & regulations, as well as the most popular transaction structures and unwind methods. By the end of this session, participants will have the foundation needed for the more technical panel that will follow.
    • Speakers: Kevin Beattie, CohnReznick; Charles Edelen, CohnReznick; Jennifer Kirkley, CohnReznick
  • Break
  • Structuring Your Deal & Projections
    • Your project qualifies for NMTC. What’s next? We’ll discuss important aspects needed to comply with the NMTC rules and optimize your NMTC structure. This session will describe how projections come together, what schedules are included, their significance, technical issues and their impact, and best practices for addressing and avoiding issues.
    • Moderator: Richard Davies, CohnReznick
    • Speakers: Jacen Killebrew, CohnReznick; Randall Minor, Maynard Cooper; Liz Young, Nixon Peabody

On-Demand: Top Legislation Issues Impacting NMTC: Theoretical Discussion and Use Cases

Our panel will crystallize the conversation and help focus on the areas that most impact low-income communities and connect to the NMTC and the larger community development ecosystem.

Agenda:
  • Theoretical Discussion
    • Speakers: Beth Mullen, CohnReznick; Bob Rapoza, NMTC Coalition; Merrill Hoopengardner, NTCIC; Katie Kramer, CDFA; Brett Theodos, Urban Institute
  • Break
  • Use Cases
    • Speakers: Donna Gambrell, Appalachian Community Capital; Jose Villalobos, Telacu; Dave Gibson, PNC; Jim Howard, Dudley Ventures

On-Demand: Delivering Favorable Health Outcomes with the NMTC Program: Theoretical Discussion and Use Cases

Social determinants of health will drive outcomes for the foreseeable future, and disparities wreak havoc in LICs - especially within communities of color. What are the different ways we all should focus on using the NMTC program to improve health and nutrition education, preventive healthcare efforts, and the delivery of products and services that will favorably impact health outcomes?

Agenda:
  • Theoretical Discussion
    • Speakers: Aparna Mekala, CohnReznick; Chimeka Gladney, Enterprise Community Investments; Carol Naughton, Purpose Built Communities; Douglas Jutte, Build Healthy Places Network; Bevin Parker-Cerkez, Local Initiatives Support Corporation
  • Break
  • Use Cases
    • Speakers: Alan Wengrofsky, Community Healthcare Network; David Mark, One Health; Brandon Boyle, CHC Captial Fund

On-Demand: The Strategic Imperatives of ESG in the Community Development Industry: Theoretical Discussion and Use Cases

Join us for a deliberate conversation about how ESG initiatives can favorably impact LICs. We will dig into what social consciousness and sustainability mean for the economy at large and LICs specifically. We will also explore programmatic regulatory oversight and the strategic direction of CDEs and NMTC investor institutions.

Agenda:
  • Theoretical Discussion
    • Speakers: Ira Weinstein, CohnReznick; Kerwin Tesdell, CDVCA; Amir Kirkwood, OFN; Jeff Cherry, Consious Venture Partners
  • Break
  • Use Cases
    • Speakers: William Carson, US Bank; Nicole Boone, Chase; Daniel Brett, New Markets Support Company

REGISTER
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