CEI Capital Management


By accessing any recordings, PowerPoints, or other content in our Resources Library, you acknowledge and agree that you have read and agree to our Terms of Use

NMTC Program

CCML’s NMTC Roundtable

Each quarter, CEI Capital Management hosts the CCML NMTC Roundtable, a conference call held on the first Tuesday of the last month of each quarter at 2 PM EST.

The CCML NMTC Roundtable serves as a forum to discuss NMTC practitioner trials, tribulations and industry trends common to all Community Development Entities (“CDEs”). Calls are moderated and presented by prominent industry professionals and guest speakers. Join us and listen or actively engage with questions – all are welcome to attend. Some past topics include Building a NMTC application pipeline, AMIS updates and Compliance FAQs, and COVID 19 Cares, Considerations and Practices.

Roundtable Recordings

Impact, Outcomes and the “But For” : Why these STILL matter!

Speakers: Bret Hendrickson, Nolan Sheehan Patten LLP; Ursula Eatmon, Wells Fargo Community Lending & Investment; Carrie Sanders, Hope Community Capital; & Traci Vaine of CEI Capital Management

September 2022

Loan Pools

Andy Koelbel, Tilly Virchow Krause & Tim Swenson,
Midwest Minnesota CDC

June 2022

Projections 101

Moderated by Shelly Crowder and Jennifer Novak, with special guests Jacen Killebrew of CohnReznick and Craig Dale of Capital Peak Partners.

March 2022

Deal Closings

Blake Mason, Leverage Law; Drew Hammond, US Bank; Suzanne Brown, Corrine Ingrassia, Equity Community Builders, LLC; & Mike Kwiatkowski, Baker Tilly

September 2021


To be added to the mailing list to receive notification of future calls, including topics and call-in information, sign up here.


* indicates required
Check all that apply to your organization: