New Markets Tax Credit Resources

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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. 

 

 

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

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.

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