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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
March 2023
Moderators:
Bret L. Hendrickson, Partner, Nolan Sheehan Patten LLP and Andrew Koelbl, Managing Director, Baker Tilly US, LLP
- Proposed TLR Changes Feb 2023 (PDF)
- CBA Report Template
Recent NMTC Compliance and Programmatic updates with the CDFI Fund
Speakers: David Fleites, Trefor Henry, and Dawan Qadir of the CDFI Fund
This call was not recorded.
Materials
- CCML Site Visit Template (PDF)
- MMCDC Site Visit Template (PDF)
- Construction Industry Trends and Best Practices (PowerPoint)
- March 2017 – NMTC Asset Management Roundtable Presentation (PowerPoint)
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