REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2017

of attendees surveyed said they strengthened existing

business relationships

90%*

of attendees said the conference is better than average compared to other conferences87%*

of attendees surveyed said the event met or exceeded their

learning objectives

100%*

* Survey results from the Novogradac 2017 New Markets Tax Credit Conference

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REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Thank You to Our Co-Hosts and SponsorsCo-Hosts

Sponsors

www.novoco.com/sdnmtc2018Follow us on LinkedIn and @NovogradacCPAs for future conference updates

REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

NMTC 101: The BasicsWEDNESDAY, JAN. 24, 9 A.M.–4:15 P.M. SEPARATE REGISTRATION REQUIRED

Learn the fundamentals of the New Markets Tax Credit program, including the background; roles of significant players; the alphabet of CDEs, QEIs, QLICIs and QALICBs; how to avoid recapture and more, from experts with years of experience consulting on NMTC deals.

NMTC 202: Advanced NMTC ConceptsWEDNESDAY, JAN. 24, 9 A.M.–4 P.M. SEPARATE REGISTRATION REQUIRED

Experienced NMTC practitioners will benefit from this workshop that includes such topics as monetization of assets and financial feasibility, how to prove true debt, managing exit strategies and twinning the NMTC with state deals. It includes a Q&A session where you can get specific answers for your transactions.

WORKSHOP AGENDA

WORKSHOP AGENDA

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REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Conference AgendaTHURSDAY, JAN. 25AGENDA SUBJECT TO CHANGE

8-9 A.M.

Registration and Breakfast

8-9 A.M.

Women in Tax Credits BreakfastGet to know thriving women executives in the tax credit community during the Women in Tax Credits Breakfast. All attendees are welcome to join this interactive roundtable discussion about creating your own career path and tips for establishing successful business relationships, in addition to identifying future topics for discussion.

9-9:15 A.M.

Welcome � Nicolo Pinoli, Novogradac & Company LLP

9:15-10:30 A.M.

The NMTC in the Landscape of Tax ReformHear what’s happening in Washington, D.C., a month into a new year, including the status of the new markets tax credit and what is going on behind the scenes. Experts discuss the possibility of significant changes during an election year and share what we learned during a tumultuous 2017.

� Michael Novogradac, Novogradac & Company LLP

� Merrill Hoopengardner, NTCIC

� Jeff McMillen, Akin Gump Strauss Hauer & Feld LLP

� Bob Rapoza, Rapoza Associates

www.novoco.com/sdnmtc2018Follow us on LinkedIn and @NovogradacCPAs for future conference updates

REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Conference AgendaTHURSDAY, JAN. 25AGENDA SUBJECT TO CHANGE

10:30-10:45 A.M.

Break

10:45-11:45 A.M.

2018 Investor OutlookWith a new NMTC allocation due during the first quarter of 2018, experts share the status of credit prices and competition. Hear what’s going on now and what experts think will happen for the rest of the year and beyond.

� Nicolo Pinoli, Novogradac & Company LLP

� Spencer Gagnet, Capital One

� En Jung Kim, Chase

� Gina Nisbeth, Citi Community Capital

� Ryanne Shuey, PNC Bank

� Mary Thompson, Bank of America Merrill Lynch

11:45 A.M.-1:15 P.M.

Luncheon

1:30-2:30 P.M.

Dealing with Political Concerns Beyond WashingtonThe old saying “all politics are local” applies to the community development world, too. Hear how concerns about state programs and other programs that are grouped with the new markets tax credit can affect the NMTC. Community development entities, investors and developers can learn how to help protect and expand the NMTC program outside of the nation’s capital.

� Peter Lawrence, Novogradac & Company LLP

� Robert Labes, Squire Patton Boggs

� Whitney LaNasa, Stonehenge Capital

� Julia Nelmark, Midwest Minnesota Community Development Corporation

2:30-2:45 P.M.

Break

www.novoco.com/sdnmtc2018Follow us on LinkedIn and @NovogradacCPAs for future conference updates

REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Conference AgendaTHURSDAY, JAN. 25AGENDA SUBJECT TO CHANGETRACK I: GETTING DEALS DONE2:45-3:45 P.M.

Getting Small Deals DoneEverybody likes the idea of doing smaller deals, but it’s not easy. This panel explores how to acquire, finance, and manage small deals in both the real estate and non-real estate industry.

� Warren Sebra, Novogradac & Company LLP

� Kermit Billups, Greenline Ventures

� Tracey Gunn Lowell, U.S. Bancorp Community Development Corporation

� Brynn Sanders, New Markets Support Company

� Donna Smith, Smith NMTC Associates

3:45-4 P.M.

Break

4-5 P.M.

HTC + NMTC The NMTC and the historic tax credit (HTC) are a popular pairing to make transactions work. This panel looks at a specific case to help you understand the best structures for twinned transactions, similarities and differences in legal and tax analysis and how to make the pairing work best in your development.

� Mike Kressig, Novogradac & Company LLP

� David Brenner, Husch Blackwell LLP

� Tim Karp, Chase

� Steve Kramer, U.S. Bancorp Community Development Corporation

TRACK II: FINANCING YOUR DEAL2:45-3:45 P.M.

NMTCs with Other Unconventional Financing ToolsLearn what’s available and best practices while working with unorthodox financial tools, including such things as Commercial Property Assessed Clean Energy (C-PACE) financing, EB-5, USDA funding and even private activity bonds.

� Tom Boccia, Novogradac & Company LLP

� Cameron Garner, Crescent Growth Capital LLC

� Scott Lindquist, Dentons

� Jim Stanislaus, Petros Partners

3:45-4 P.M.

Break

4-5 P.M.

Leverage SourcesMore CDEs and QALICBs are seeking and discovering leverage sources beyond the traditional sources such as banks. Hear experts discuss options, including investment funds and other new products, to help make your transaction work better.

� Frank Buss, Novogradac & Company LLP

� Deborah La Franchi, SDS Group

� Carol Mihalic, Kutak Rock

� Sonia Nayak, Nixon Peabody LLP

5-6:30 P.M.

Reception

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REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Conference AgendaFRIDAY, JAN. 26AGENDA SUBJECT TO CHANGE

8-9 A.M.

Registration and Networking Breakfast

9-9:30 A.M.

CDFI Fund Q&A Hear when the 2017 allocation round may be announced, what you need to know about 2018, 2019 and beyond from Bob Ibanez of the CDFI Fund. Other topics include guidance, regulations and more.

� Brad Elphick, Novogradac & Company LLP

9:30-10:30 A.M.

Investing in Opportunity ActThe Investing in Opportunity Act is now law–part of the tax reform legislation that passed in December. Hear the basics of the newest community development tool that can be used to revitalize economically distressed communities. Learn the terminology, timeline and how it relates to the NMTC program.

� John Sciarretti, Novogradac & Company LLP

� Joseph Bredehoft, Husch Blackwell

� Neil Faden, Manatt, Phelps & Phillips, LLP

� Jonathan Goldstein, Advantage Capital

10:30-10:45 A.M.

Break

10:45-11:45 A.M.

When Do You Need an NMTC Expert Consultant?The NMTC world is complex and every deal is unique. This panel helps you learn how an expert consultant can assist you throughout the process and gives you the questions you need to ask and information you need to know before you bring on an expert.

� Tony Grappone, Novogradac & Company LLP

� Tad Atwell, CEI Capital Management LLC

� David Cohan, PeaksCo LLC

� Kim Smith, Butler Snow

� Michele McCarthy, Columbia Pulp

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REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

EARLY BIRD CONFERENCE REGISTRATION AND HOTEL RATE ENDED

Conference RatesEarly Bird After Jan. 5 On-Site Online Registration

Corporate $675 $775 $800REGISTER NOW

Nonprofit $575 $675 $700

Workshop RatesWith Conf. Reg. Workshop Only Online Registration

NMTC 101 $325 $425 REGISTER NOW

NMTC 202 $325 $425 REGISTER NOW ACCREDITATION Novogradac & Company LLP is registered with the National Association of State Boards of Accountancy

(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.

Unfortunately the conference hotel is sold out on the 23rd and 24th. Please visit www.novoco.com/sdnmtc2018 for lodging located near the conference hotel.

SPECIAL ASSISTANCEOur conference facilities are in compliance with the Americans with Disabilities Act (ADA). Please contact Alex Bernard at 240.235.1706 or alex.bernard@novoco.com if you require assistance.

www.novoco.com/sdnmtc2018Follow us on LinkedIn and @NovogradacCPAs for future conference updates

REGISTER NOWNew Markets Tax Credit ConferenceNovogradac 2018

Sponsorship and ExhibitsEngage, inform & influence customers and prospects with Novogradac & Company LLP’s conference sponsorships.

Novogradac & Company LLP’s conferences offer a powerful method of engagement and immediate return on investment, whether your marketing goal is brand or product awareness, thought leadership, qualified lead generation, sales acceleration or retention.

Contact Carol Hough at carol.hough@novoco.com or 415.223.6145