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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

Proposed TLR Updates & Community Benefit Agreements

Bret L. Hendrickson, Partner, Nolan Sheehan Patten LLP and Andrew Koelbl, Managing Director, Baker Tilly US, LLP

December 2022

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.

September 2022

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

June 2022

Loan Pools

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

March 2022

Projections 101

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

September 2021

Deal Closings

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


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