New Markets Tax Credit Resources
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For Potential Borrowers & Businesses
The 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.
March 2024: Lesser-Known Complexities of Structuring NMTC Transactions
Join moderators Eric Jones, Matthew Matuniak, and Tim Swenson for a conversation about how loan funds, bridge lending, PACE, and other tax credit programs may impact NMTC deal structuring.
December 2023: NMTC Programmatic & Compliance Updates from the CDFI Fund
Trefor Henry & Dawan Qadir from the CDFI Office of Compliance Monitoring & Evaluation present on programmatic and compliance updates. This call was not recorded.
September 2023: Best Practices in Asset Management
Curious how other practitioners manage NMTC assets? Join guest speakers Jennifer Kirkley and Charles Edelen of CohnReznick, as they discuss site visits, risk ratings, QALICB financial review, red flags, census data updates and more. With moderators Scott Szeliga (CohnReznick) and Tim Swenson, Midwest Minnesota CDC.
June 2023: State of the Economy and Impacts to Community Investing
Speakers: Jennifer Westerbeck of US Bancorp Impact Finance; Sandra M. Moore of Advantage Capital; and Andre Akeem Simon of Key Bank; with moderators Matthew Matuniak of US Bancorp Impact Finance and Jennifer Novak of Community Reinvestment Fund USA.
March 2023: Proposed TLR Updates & Community Benefit Agreements
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
Dec 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.
Sept 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
Speakers:
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.
Sept 2021: Deal Closings
Speakers:
Blake Mason, Leverage Law; Drew Hammond, US Bank; Suzanne Brown, Corrine Ingrassia, Equity Community Builders, LLC; & Mike Kwiatkowski, Baker Tilly
To be added to the mailing list to receive notification of future NMTC Roundtable calls, including topics and call-in information, sign up below.
Shelly Crowder
SVP, United Fund Advisors
Ursula Eatmon
Business Support Consultant, AVP, Wells Fargo Community Lending & Investment
Bret L. Hendrickson
Partner, Nolan Sheenan Patten
Eric Jones
Andrew Koelbl
Managing Director, Baker Tilly, LLP
Jennifer Novak
SVP of CDFI Fund programs, Community Reinvestment Fund
Tim Swenson
Manager of NMTC Financing, Midwest Minnesota Community Development Corporation
Scott Szeliga, CPA
Office Managing Partner – Baltimore, CohnReznick