New Markets Tax Credit Resources

symbol indicates a downloadable PDF, a free PDF viewer is available for download at Adobe Acrobat Reader DC Download

symbol indicates a third-party (non-CEI) link that will open in a new tab. We attempt to keep this page as up to date as possible, but are not responsible for broken links or information from third parties.

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. 



June 2024: Updates to our Friend AMIS

In March of 2024, the CDFI Fund released updated Transaction Level Report guidance for NMTC AMIS reporting. Join us while the experts discuss the new and revised data points and resulting changes to AMIS reporting. With Speakers Elaine DiPietro, President of Blooming Ventures LLC and Jennifer Kirkley, Senior Manager at CohnReznick, as well as moderators Shelly Crowder Senior Vice President with United Fund Advisors and Scott Szeliga, Office Managing Partner, Baltimore with CohnReznick.

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

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

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

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.


* indicates required
Check all that apply to your organization: