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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
novoco.com/dcnmtc.php#NovocoNMTC
New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Hundreds of the most forward-
thinking professionals in the
industry gathered at the
Novogradac New Markets Tax
Credit Conference to discuss
innovative ways to maximize
investment outcomes and the
future of the NMTC program.
The eagerly anticipated
announcement of the 2014
allocation awards provided a
timely backdrop as investors,
CDEs, QALICBs and other
practitioners shared best
practices and strengthened
their partnerships—fortifying
the industry’s call for
reauthorization.
Nicolo Pinoli
Conference Chairman
Novogradac & Company LLP
Demographics & DataIndustry Role
Attendees by Professional Title
Top 5 States
Property managementSyndication
Government/Housing
Other communitydevelopment
Accounting
Banking/Finance
Consulting
DevelopmentInvesting/Lending
CDE
Law
MayorU.S. Representative
CEOCFO
Principal
Associate
Senior VP
President
Manager
VP
Director
Partner
California7%
19%
16%
14%
13%
13%9%
8%
8%
7%
7%
16%
12%11%
10%
9%
6%
6%
6%4%
4%
1%1%
3%
Washington,D.C.
10%Ohio13%
Missouri9%
Illinois5%
Property managementSyndication
Government/Housing
Other communitydevelopment
Accounting
Banking/Finance
Consulting
DevelopmentInvesting/Lending
CDE
Law
MayorU.S. Representative
CEOCFO
Principal
Associate
Senior VP
President
Manager
VP
Director
Partner
California7%
19%
16%
14%
13%
13%9%
8%
8%
7%
7%
16%
12%11%
10%
9%
6%
6%
6%4%
4%
1%1%
3%
Washington,D.C.
10%Ohio13%
Missouri9%
Illinois5%
Property managementSyndication
Government/Housing
Other communitydevelopment
Accounting
Banking/Finance
Consulting
DevelopmentInvesting/Lending
CDE
Law
MayorU.S. Representative
CEOCFO
Principal
Associate
Senior VP
President
Manager
VP
Director
Partner
California7%
19%
16%
14%
13%
13%9%
8%
8%
7%
7%
16%
12%11%
10%
9%
6%
6%
6%4%
4%
1%1%
3%
Washington,D.C.
10%Ohio13%
Missouri9%
Illinois5%
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
NetworkingFace-to-face interaction is vital to driving activity in the NMTC industry. The conference luncheon and networking reception were pivotal in providing attendees with the opportunity to discuss the day’s takeaways, develop new business and strengthen existing relationships.
Community Development Individual Achievement AwardsThe awards ceremony, presented by the Novogradac Journal of Tax Credits, recognized three leaders who advanced the NMTC program through innovation and impact on public policy. Winners included:
• Federal Legislator of the Year: Rep. Pat Tiberi, R-Ohio
• State Legislator of the Year: Illinois state Sen. James Clayborne Jr.
• Public Executive of the Year: Tracey Nichols, city of Cleveland
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
EducationThe conference offered an expansive format of cutting-edge education. Guided by the industry’s most influential experts, sessions focused on the key issues in creating efficient and effective NMTC investments, including innovative structures, financing models, and more.
NMTC 101: The BasicsThe interactive format offered attendees the opportunity to review their transaction documents with instructors.
TAKE WORKSHOP SURVEY
NMTC 201: ComplianceThis workshop provided a step-by-step tutorial to CDE management, from application to utilization and avoiding recapture.
TAKE WORKSHOP SURVEY
Operating Business Financing with NMTCsExperts focused on the strategies and solutions for successful NMTC investing in operating businesses, providing attendees with the techniques that have an immediate impact.
TAKE WORKSHOP SURVEY
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference Agenda At-A-Glance with PresentationsThursday, June 11, 20159–9:05 a.m.Welcome
9:05–9:30 a.m.Opening Address Rep. Pat Tiberi, R-Ohio
9:30–9:50 a.m.Keynote Address Annie Donovan, Director, CDFI Fund
9:50–10:30 a.m. Beltway Reflections
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10:45 a.m.–Noon Mid-Year Review
Noon–1:30 p.m.Community Development Individual Achievement Awards Luncheon
Breakout Session 1
1:45–2:45 p.m. Swimming with the CDEs
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3–3:50 p.m. Accounting and Tax Insights for CDEs and Investors
Download Presentation
4–5 p.m. Multi-CDE Considerations
Download Presentation
Breakout Session 2
1:45–2:45 p.m. Transaction Structure Spotlight
Download Presentation
3–3:50 p.m. The Tale of Two Credits: HTC and NMTC
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4–5 p.m. Managing Exit Strategies
Download Presentation
Friday, June 12, 2015
9–9:30 a.m. Closing Address Bob Ibanez, Program Manager, CDFI Fund
9:30–10:30 a.m. Project Spotlight: NMTCs and Unique Populations
Download Presentation
10:40–11:40 a.m.Measuring Community Impact vs. Economic Impact
Download Presentation
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Thank You to Our Co-Hosts and Sponsors
Sponsors
Co-Hosts
S A V E T H E D A T E
www.novoco.com/chicagonmtc.php
Oct. 21-22, 2015Hyatt Regency, Chicago
NovogradacNew Markets Tax Credit Conference
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New Markets Tax Credit Conference TAKE WORKSHOP SURVEY
NMTC 101: The Basics AttendeesCharles H. Anderson, Local Initiatives Support
CorporationYousef Awwad, Portland Public Schools, OregonDavid Barnes, Devine, Millimet & Branch PALaura Baron, Strategic Development SolutionsAustin Barzantny, Grove PropertiesBill Bender, Solaflect EnergyDebbie Bobadilla, EnterpriseDavid Boisture, Novogradac & Company LLPMarcus Bowen, Self-Help Credit UnionBrendan Cheney, Wells FargoRoy Chou, Novogradac & Company LLPJennifer Church, Chronicle MillPatricia Cox, BBVA CompassRebecca Darling, Novogradac & Company LLPSteve Duprey, The Duprey CompaniesCarl Dyczek, Walter | Haverfield LLPBrad Elphick, Novogradac & Company LLPEmily Feder, Nixon Peabody LLPBrian Gagnon, PwCMark Gagnon, Coquille Indian TribeRoxanne Graham, Utah Governor’s Office of
Economic DevelopmentKamara Green, Bank of America Merrill LynchErica Higgs Bateman, Habitat For Humanity of the
MS Gulf CoastSteven Horton, New Rochelle Housing AuthorityClifton Jones, U.S. Department of EducationJohn Jumper, Alluvion Securities LLCNancy Lashnits, Steptoe & Johnson PLLC
Ed Leo, NFI IndustriesYahira Llavona, 3CDCEamon Lorincz, Klein Hornig LLPSuzanne Lynch, South Carolina Community Loan
FundSusan Matlos, People’s United BankThomas McLaurin, Industrial BankJose Morfin, Wells FargoShaun E. Murphy, City First Bank of DCJessica Nason, TD Bank, NAJustine Nguyen, WNCConor Pandl, Equis Hospitality ManagementElizabeth Pate, Wells Fargo Bank NAChristopher Perkowski, Nixon Peabody LLPDennis Phelps, TrehabMarc Pugsley, Deloitte Tax LLPCody Rogers, Nixon Peabody LLPMarsha Ruddle, CASTOHugh Seligman, Jones Walker LLPKelly Shamel, Spencer Fane Britt & Browne LLPDerrick Smith, Mitchell Williams Selig Gates &
WoodyardCassie Stachowicz, Oak Tree PartnersBrandon Taff, Novogradac & Company LLPHarold Tessendorf, Macon Area Habitat For
HumanityJonathan Welty, Ohio Capital Corporation For
HousingRich Williams, DentonsKari Wolff, Marsh & Company PA
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New Markets Tax Credit Conference TAKE WORKSHOP SURVEY
NMTC 201: NMTC Compliance AttendeesBrittany Bennett, Self-Help Credit UnionAisha Benson, Empowerment Reinvestment FundCindy Binnig, Cleveland Development AdvisorsChris Brinkman, Urban Atlantic LLCJonah Brotman, Husch Blackwell LLPFrank Buss, Novogradac & Company LLPPeter Byford, Tax Advantage GroupJohn Church, Chronicle MillDaniel Cole, Ginsberg Jacobs LLCShanae Draughn, Housing Authority of the City of
New HavenLiz Einspahr, Greenline Ventures LLCLaura Elsener, Goldman SachsTom Fantin, Novogradac & Company LLPShellon Fraser, Low Income Investment FundChris Freeman, Bongards’ CreameriesRachel Golden, Montana CDCDavid Graff, Novogradac & Company LLPRalph Hultin, Enterprise Bank & TrustJesse Hunting, The Reinvestment FundNick Ives, Novogradac & Company LLPJoanne Johnson, New Mexico Finance AuthorityKathleen Jones, People’s United BankTim Kennedy, RubinBrown LLPLisa Kent, Tax Advantage GroupTadessech Lewis, TD Bank NAAmanda Mansfield, Baker TillySteven Martinek, City of ClevelandChristopher Massey, Stinson Leonard Street LLPTroy McClelland, Enterprise Bank & TrustMark McCreery, MuniStrategies LLCJudy Moose, United Utilities Inc.Wanda Nations, Civic San DiegoErin Neff, Novogradac & Company LLP
Staci Olsen, Community Development Finance Alliance
Daniel Packard, Enhanced Capital Partners LLCDean Parker, Cleveland Development AdvisorsShefali Patel, SunTrust BankAustin Power, Novogradac & Company LLPSuzanne Rathbun, SunTrust BankRadhika Reddy, Ariel Ventures LLCJennifer Rentenbach, SunTrust BankRyan Rieger, Novogradac & Company LLPMichael Roney, Ernst & YoungTina Rossmiller, Baker TillyDivya Sashti, Empowerment Reinvestment FundDiana Smith, New Haven Housing AuthorityTimnit Solomon, Urban Atlantic LLCDavid Stevenson, Marsh & Company PAPhil Stoeckinger, City Of Las VegasCindy Strasfeld, ArtspaceNikki Strizich, Montana CDCShad Tappe, Midwest Minnesota Community
Development CorporationLeah Taylor, Habitat For Humanity InternationalStephanie Thomas, Carver Federal Savings BankMarina Titova, National Community Investment
FundBlake Trippet, MetaFundKatie Vail, New Jersey Community CapitalJeffrey Van Hulten, Utah Governor’s Office of
Economic DevelopmentBrigitta Ward, SunTrust Bank / SunTrust Community
CapitalJason Watkins, Novogradac & Company LLPKimberly Wojcik, Ernst & Young
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New Markets Tax Credit Conference TAKE WORKSHOP SURVEY
Operating Business Financing with NMTCs AttendeesTroy Adams, NFI IndustriesEric Blades, Novogradac & Company LLPMarie Cervay, Novogradac & Company LLPJohn Church, Chronicle MillAbby Cohen, Novogradac & Company LLPGeorge Courtney, Indianapolis Redevelopment CDE
LLCJeremy Degenhart, Advantage Capital PartnersPaige Gentry, Nixon Peabody LLPBrandon Hill, Fusion Advisory Services LLCMerrill Hoopengardner, Advantage Capital PartnersRon Johnson, City of Richmond - Economic &
Community DevelopmentRohit Kejriwal, Stonehenge Community
Development, LLCRandy Kyle, Wisconsin Business Growth Fund LLC
Chris Langley, Rubin Brown LLPMary Magewick, Phoenix Community Development
& Investment Corporation (PCDIC)Michael Marquez, Hispanic Housing And Education
CorporationRon Newsome, Stonehenge Capital CompanySandra Rahimi, Los Angeles Development FundMichael Schaaf, Community Investment AssociatesAlan Scheufler, Ulmer & Berne LLPRita Schwantes, Klein Hornig LLPAnnette Stevenson, Novogradac & Company LLPIngrid VanBiber, Polsinelli PCTroy Villa, Breazeale Sachse & Wilson LLPMarie Wadler, DentonsDemond Wilkerson, VW Capital AdvisorsLucas Witters, BakerHostetler LLP
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesTroy Adams, NFI IndustriesJohn W. Adamucci, Community Funding GroupWilliam Adamucci, Community Funding GroupDaniel Aiello, CDFI FundJerome Allen Breed, Bryan Cave LLPChristopher Allison, CDFI FundEmily Alt, American Communities TrustDavid Altman, IPR Consulting Inc.Alex Amezcua, DentonsOla Assem, Cleopatra Inc.Elizabeth Au, National Development CouncilYousef Awwad, Portland Public Schools OregonTom Ayd, AYDCO LLCJames Badgley, CBO Financial Inc.Matthew Badler, Twain Financial PartnersAndrae Baly, National Trust Community Investment
Corp. (NTCIC)George Barlow, Novogradac & Company LLPLaura Baron, Strategic Development SolutionsStephanie Barrett, Bank of America Merrill LynchEstelle Bartholow, Wells Fargo Bank NARyan Barton, Community Impact FundAustin Barzantny, Grove PropertiesIris Bashein, Bank of America Merrill LynchBill Bass III, Wye River GroupDillon Baynes, Columbia Ventures LLCBill Bender, Solaflect EnergyBrittany Bennett, Self-Help Credit UnionAisha Benson, Empowerment Reinvestment FundAlex Bernard, Novogradac & Company LLPNathan Bernard, Nixon Peabody LLPMichael Bernier, Ernst & YoungKevan Biggs, Biggs TC Development LLCKermit Billups, Greenline Ventures LLCDiane Binnick, The Binnick GroupCindy Binnig, Cleveland Development AdvisorsKelly Bissinger, Vorys Sater Seymour and Pease LLPNelson Black, Florida Community Loan Fund Inc.Eric Blades, Novogradac & Company LLPHamilton Blanton, Capital OneDan Blocher, U.S. Bancorp Community Development
CorporationAri Blum, RBL
Eric Blumenfeld, EB Realty Management Corp.Thomas Boccia, Novogradac & Company LLPDavid Boisture, Novogradac & Company LLPEric Bordenave, City Of Las VegasSeth Bosworth, Capital OneShirley Boubert, DC Housing EnterprisesKelly Bougere, Capital Impact PartnersMarcus Bowen, Self-Help Credit UnionCharity Braden, Twain Financial PartnersAndrea Brady, Concannon, Miller & Co. PCPaul Breckenridge, Breckenridge Consulting ServicesJoseph Bredehoft, Husch Blackwell LLPRyan Brennan, Advantage Capital PartnersDavid Brenner, Husch Blackwell LLPEd Briscoe, Weave Social Finance LLCJohn Brocklehurst, Forest City Residential Inc.Kelli Brooks, Urban Atlantic LLCStephen Brooks, Pilot Management ResourcesJonah Brotman, Husch Blackwell LLPSuzanne Brown, National Trust Community
Investment Corp. (NTCIC)Ryan Brunton, Husch Blackwell LLPBruce Bryant, Fifth Third CDCRob Bryant, Novogradac & Company LLPChristine Brynaert, Deloitte Tax LLPKelly Bryson, Eide Bailly LLPMolly Bryson, Ballard Spahr LLPFrank Buccola, Civic Builders Inc.Tabor Burke, J.D., Smith NMTC Associates LLCChris Burnham, Dev. Fund of the Western ReserveBarry Burns, Kutak Rock LLPFrank Burns, US Bancorp Community Development
CorporationFrank Buss, Novogradac & Company LLPPeter Byford, Tax Advantage GroupDelphine Carnes, Crenshaw Ware & Martin PLCTerry Carpenter, Rural Development Partners LLCArt Casavant, People’s United BankMarie Cervay, Novogradac & Company LLPJohn Chamberlain, Capital OnePeter Chapman, City of NorfolkBrendan Cheney, Wells Fargo
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesRoy Chou, Novogradac & Company LLPJennifer Church, Chronicle MillJohn Church, Chronicle MillChrista Clark, Heartland Renaissance Fund LLCMonica Clark Petersen, S.B. Clark CompaniesJohn Clawson, Equity Community BuildersJames Clayborne, Clayborne, Sabo & Wagner LLPGregory Clements, Novogradac & Company LLPKelly Clements, PNC BankScott Cockerham, Ballard Spahr LLPDavid Cohan, PeaksCo LLCDaniel Cole, Ginsberg Jacobs LLCBrian Confrey, Ernst & YoungRyan Congrove, Stonehenge Community
Development LLCEllen Connolly, Massachusetts Housing Investment
CorporationChristopher R. Cordaro, EB Realty Management
Corp.Michael Corso, Kingston Capital Group LLCGeorge Courtney, Indianapolis Redevelopment CDE
LLCPatricia Cox, BBVA CompassPat Crow, Woodward Development Corp.Shelly Crowder, Enterprise Community Investment
Inc.Joseph Crugnale, National Trust Community
Investment Corp. (NTCIC)R. Trent Curry, American TubingJohn Dalton, Bryan Cave LLPRebecca Darling, Novogradac & Company LLPRebecca Davidson-Wagner, Pittsburgh Urban
Initiatives LLCKatie Day, Klein Hornig LLPSam Deal, Renaissance Equity Partners LLCJoe Dean, Ernst And YoungRoy Decker, Eldon Development LLCTamar deFries, Pacific Growth Associates LLCJeremy Degenhart, Advantage Capital PartnersRon DeGrandis, McGladrey LLPDawn DeHart, Virginia Community CapitalJ.R. Dehring, IGS EnergyKristin Dekuiper, Esq., Holland & Knight LLPJeremy DeMuth, Deloitte Tax LLP
Carl Desenberg, Spencer Fane Britt & Browne LLPStephanie Deterding, Lathrop & Gage LLPDaniel Devin, Bank of America Merrill LynchElaine DiPietro, Enterprise Community Investment
Inc.Jennifer Donohue, Hampton Roads Ventures LLCAnnie Donovan, CDFI FundShanae Draughn, Housing Authority of the City of
New HavenPaul Dreher, Jefferson Iron & Metal Brokerage, Inc.Graham Driver, Virginia Community Development
Corp.Michael Dubansky, National Trust Community
Investment Corp. (NTCIC)Erica Dukes, Wells Fargo Bank NASteve Duprey, The Duprey CompaniesLaura Dupuy, Virginia Community Development
CorporationCarl Dyczek, Walter | Haverfield LLPJoe Eddy, WinnDevelopmentKris Eimicke, Pierce Atwood LLPLiz Einspahr, Greenline Ventures LLCBrad Elphick, Novogradac & Company LLPLaura Elsener, Goldman SachsMoctesuma Esparza, Maya Cinemas North America
Inc.David Evans, Baker Tilly Virchow Krause LLPNeil Faden, Manatt, Phelps & Phillips LLPHal Fairbanks, HRI Properties/NCFTom Fantin, Novogradac & Company LLPDerek Farias, Barbara Sokoloff AssociatesReagan Farr, Silicon Ranch CorporationAndrew Farrell, USBCDCSharon Feasel, City of Fort WayneAvram Fechter, EquityPlusJulia Fendler, Butler Snow LLPPeter Fernie, SMS USA LLCJim Ferrell, City of Federal WayWilliam Fiederlein, Brian Wishneff & AssociatesDoug Fields, Capital OneMichael Fitzpatrick, Baker Tilly Virchow Krause LLPJennifer Fleischer, Enterprise Community
Investment Inc.Jared Fleisher, Rock Ventures LLC
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesDavid Fleming, REV BirminghamJohn Flock, PricewaterhouseCoopers LLPGuillermo FrancoShellon Fraser, Low Income Investment FundAmanda Frazier Wong, Self-HelpChris Freeman, Bongards’ CreameriesLois Fried, Urban Atlantic LLCEdi Friedlander, National Development CouncilGregg Fuerstenberg, JLLJosh Fuhrer, City of GreshamAlyson Gabel, Advantage Capital PartnersJulie Gabel, Lathrop & Gage LLPSpencer Gagnet, Capital OneBrian Gagnon, PwCMark Gagnon, Coquille Indian TribeStephanie Gaither, 3CDCNiccole Garner, Deloitte Tax LLPCharlie Gatewood, Cheetah Advisory GroupAdam Gelter, 3CDCTyler Gibbs, Novogradac & Company LLPChimeka Gladney, US Bancorp Community
Development CorporationBenjamin Glispie, CHASEPhil Glynn, TravoisKevin Goldsmith, CHASEJonathan Goldstein, Advantage Capital PartnersJames Gomochak, Incentis GroupJamise Goodman, SunTrust Community Capital
LLCGeoffrey Goss, Walter | Haverfield LLPDavid Graff, Novogradac & Company LLPRoxanne Graham, Utah Governor’s Office of
Economic DevelopmentOwen Gray, Novogradac & Company LLPKamara Green, Bank of America Merrill LynchDavid Grubman, Novogradac & Company LLPTracey Gunn, US Bancorp Community Development
CorporationNatalia Guzmán, PopularRobert Hall, Pacific Growth Associates LLCStefanie Hamilton, PricewaterhouseCoopers LLPDrew Hammond, U.S. Bancorp Community
Development Corporation
Michael A. Harris, PricewaterhouseCoopers LLPJay Harrison, Clearinghouse CDFISteven Hattier, The HWH GroupRichard Helde, Dorsey & Whitney LLPJohn Henry, Kutak Rock LLPAnn Hered, Butler Snow LLPStephanie Hiatt, Dudley VenturesAdam Hill, Cohen & CompanyBrandon Hill, Fusion Advisory Services LLCThane Hodson, Butler Snow LLPFrank Hoffman, French Lick Redevelopment CDEWilliam Hoffman, CityScape Capital GroupBert Holland, Capital OneMerrill Hoopengardner, Advantage Capital PartnersSteven Horton, New Rochelle Housing AuthorityJim Howard, Dudley VenturesMary Beth Hubner, Holland & Knight LLPNicholas Hughey, Waianae Coast Comprehensive
Health CenterPhil Hulse, Green Street Development GroupBryan Hung, Novogradac & Company LLPAlex Huth, Cohen & CompanyJoe Iannuzzi, CDFI FundBob Ibanez, CDFI FundCorinne Ingrassia, CHASEYvette Ittu, Cleveland Development AdvisorsNick Ives, Novogradac & Company LLPAlexis Jackson, A. A. Jackson & Associates Inc.Kandi Jackson, National Trust Community
Investment Corp. (NTCIC)Darryl Jacobs, Ginsberg Jacobs LLCRobert Jacobs, RCJ Consulting LLCTracy Janowicz, Pacific Growth Associates LLCRobert Jenkins, Renaissance Equity Partners LLCDick Jennings, Mascoma Savings BankJoanne Johnson, New Mexico Finance AuthorityRon Johnson, City of Richmond - Economic &
Community DevelopmentTim Johnson, City of Federal WayKathleen Jones, People’s United BankJohn Jumper, Alluvion Securities LLC
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesJonathan Kaden, DentonsRandy Kahn, Greenline Ventures LLCTim Karp, CHASERohit Kejriwal, Stonehenge Community Development
LLCTim Kennedy, RubinBrown LLPPatrick J. Kennedy Jr., Kennedy Sutherland LLPLisa Kent, Tax Advantage GroupRyan Kenter, Crescent Growth Capital LLCAbby Kepple, Enterprise Bank & TrustMoarij Khan, FLS Group LLCDavid Kilper, U.S. Bancorp Community Development
CorporationEn Jung Kim, CHASEJuneho Kim, United Fund AdvisorsRobert Kim, Ballard Spahr LLPBlair Kincer, Novogradac & Company LLPMary King, Invest DetroitElizabeth Kinney, Twain Financial PartnersMatt Kisber, Silicon Ranch CorporationCharlie Klehm, Husch Blackwell LLPDan Kolodner, Klein Hornig LLPYaroslav Kovaliv, American Communities TrustLarry Kramer, Incentis GroupMichael Kressig, Novogradac & Company LLPAl Kropog, Capital OneKevin N. Krueger, BOK FinancialSteve Kunin, Rise Community CapitalMike Kwiatkowski, PNC BankRandy Kyle, Wiconsin Business Growth Fund LLCMegan La Tronica, Deloitte Tax LLPRobert Labes, Squire Patton Boggs (U.S.) LLPJack Laeng, Primary Health NetworkLeslie Lane, Heartland Renaissance Fund LLCChris Langley, Rubin Brown LLPNadia Lanter, Lisart CapitalAndrea Laramie, EYNancy Lashnits, Steptoe & Johnson PLLCAmy Laughlin, Low Income Investment Fund (LIIF)Josh Lavrinc, Callay CapitalPeter Lawrence, Novogradac & Company LLPTracy Le, Bank of America Merrill LynchSusan Leahy, Bank of America Merrill Lynch
Gloria Lee, Rise Community CapitalJoanna Lee, Bank of America Merrill LynchJaime LeMaire, Novogradac & Company LLPChristopher Lemming, Ballard Spahr LLPEd Leo, NFI IndustriesSean Leonard, DentonsNathan Lerman, Steel WarehouseDave Lewis, Porter Wright Morris & Arthur LLPEdward Lieberman, Husch Blackwell LLPScott Lindquist, DentonsYahira Llavona, 3CDCJames Loranger, Spencer Fane Britt & Browne LLPEamon Lorincz, Klein Hornig LLPMary Lovett, Ulmer & Berne LLPSarah Luisi, Stonehenge Community Development
LLCDavid Lutz, Stinson Leonard Street LLPMary Magewick, Phoenix Community Development
& Investment Corporation (PCDIC)Thomas Mallory, Mallory Law Office LLCMichael Marquez, Hispanic Housing And Education
CorporationSteven Martinek, City of ClevelandAlma Martinez, Maya Cinemas North America Inc.Tony Maruca, Civic Builders Inc.Blake Mason, Leverage Law Group LLCChristopher Massey, Stinson Leonard Street LLPJonathan Matarowitz, Squire Patton Boggs (U.S.)
LLPSusan Matlos, People’s United BankKim Mauer, Frost Brown Todd LLCSteven McCandless, Husch Blackwell LLPTroy McClelland, Enterprise Bank & TrustLawrence McComie, Philadelphia Industrial
Development Corp. (PIDC)Julie McCrary, Capital OneMark McCreery, MuniStrategies LLCMelissa McDonald, Raza Development Fund Inc.Kathy McGilvray, Massachusetts Housing Investment
CorporationMike McGivney, Cohen & CompanyJeffrey D McMillen, Akin Gump Strauss Hauer &
Feld LLP
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesMatt Meeker, Novogradac & Company LLPAmy Merritt, PNC BankScott Mikkelsen, Midwest Renewable CapitalFred Miller, Lathrop & Gage LLPMegan Millin, Ernst & YoungJared Minkoff, Lathrop & Gage LLPMark Minnerly, The Mosites CompanyDoyle Mitchell, Industrial BankBill Moller, Uptown Consortium Inc.Chris Monforton, Habitat For Humanity Mississippi
Gulf CoastJeff Monge, Monge Capital GroupChristina Moore, American Communities TrustJudy Moose, United Utilities, Inc.Bret Mosher NAtional Trust Community Investment
Corp. (NTCIC)Steven Mount, Squire Patton Boggs (US) LLPBill Muenzberg, O’Brien-Staley PartnersMichael Mullenix, Equis Hospitality ManagementJessica Nason, TD Bank NAWanda Nations, Civic San DiegoErin Neff, Novogradac & Company LLPThomas (Tom) Nelson, Kantor Taylor Nelson Evatt &
Decina PCRon Newsome, Stonehenge Capital CompanyJustine Nguyen, WNCTracey Nichols, Department of Economic
DevelopmentGina Nisbeth, Citi Community CapitalMichael Novogradac, Novogradac & Company LLPChristina Novotny, BakerHostetler LLPAllyson O’Keefe, Porter Wright Morris & Arthur LLPAaron O’Toole, Klein Hornig LLPStaci Olsen, Community Development Finance
AllianceJosé Ometeotl, Willdan Financial ServicesJoseph Ortega, YES Housing Inc.Daniel Packard, Enhanced Capital Partners LLCAlison Paige, US Bancorp Community Development
CorporationConor Pandl, Equis Hospitality ManagementJohn Panno, Bank of America Merrill LynchDean Parker, Cleveland Development Advisors
Alan Pasternack, Kantor Taylor Nelson Evatt & Decina PC
Greg Peil, Blue River SolutionsChristopher Perkowski, Nixon Peabody LLPDavid Pharr, The Pix CompanyMatthew Philpott, US Bancorp Community
Development CorporationSara Pietka, Roeder & Company LLCNicolo Pinoli, Novogradac & Company LLPScott Pinover, Wells Fargo Bank NABill Pollard, River Gorge CapitalMarc Possick, GE CapitalJarick Poulson, Deloitte Tax LLPAustin Power, Novogradac & Company LLPDonald Pownell, Boyer / Pownell LLCRobert Poznanski, LISC New Markets Support
CompanyBrian Pratt, Green Street Development GroupTerri Preston, Baker Tilly Virchow Krause LLPSandra Rahimi, Los Angeles Development FundSuzanne Rathbun, SunTrust BankSusan Reaman, KPMG LLPRadhika Reddy, Ariel Ventures LLCMatthew Reilein, CHASEConnie Reiniger, Lathrop & Gage LLPCyle Reissig, Advantage Capital PartnersJohn Renner, Cross Street PartnersJennifer Rentenbach, SunTrust BankHarriet Reynolds, Crenshaw, Ware & Martin PLCErik Rickard, Barnes & Thornburg LLPRyan Rieger, Novogradac & Company LLPCorenia Riley Burlingame, Bryan Cave LLPBeth Robinson, Uptown Consortium Inc.Donna Marie Rodney, Bryan Cave LLPReynold Roeder, Roeder & Company LLCMichael Roney, Ernst & YoungEmily Rose, US Bancorp Community Development
CorporationEric Rosen, SunTrust Community Capital LLCMichael Ross, Baker Tilly Virchow Krause LLPSteve Ross, SunTrust Community Capital LLCDale Royal, Invest Atlanta / Atlanta Emerging
Markets Inc.
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesMarsha Ruddle, CASTOTerri Salas, Plante MoranMichael Sanders, Blank Rome LLPDivya Sashti, Empowerment Reinvestment FundKevin Savory, Stinson Leonard Street LLPMichael Schaaf, Community Investment AssociatesSam Schatz, AeroFarmsDave Scheltz, Affirmative Investments / AI
WainwrightAlan Scheufler, Ulmer & Berne LLPMark Schoene, Twain Financial PartnersEvan Schultz, Baker Tilly Capital LLCRita Schwantes, Klein Hornig LLPJohn Sciarretti, Novogradac & Company LLPVetia Searcy, JP Morgan ChaseChris Sears, SunTrust Community Capital LLCWarren Sebra, Novogradac & Company LLPHugh Seligman, Jones Walker LLPKelly Shamel, Spencer Fane Britt & Browne LLPMichael Shannon, City of AuroraRyanne Shuey, PNC BankAlan Shuman, Shuman Development GroupAlex Silversmith, U.S. Bancorp Community
Development CorporationJames Simmons, SB Friedman Development
AdvisorsMyriam Simmons, Ernst & YoungJacqueline Singer, U.S. Bancorp Community
Development CorporationDan Skomal, Leverage Law Group LLCGeorge Skupski, BakerHostetler LLPChristina Smith NAtional Trust Community
Investment Corp. (NTCIC)Diana Smith, New Haven Housing AuthorityDonna Smith, Smith NMTC Associates LLCHoward Smith, Smith NMTC Associates LLCJodie Smith, Maynard, Cooper & Gale PCKim Smith, Butler Snow LLPTony Smith, SB Friedman Development AdvisorsPeter Snavely, Snavely GroupJeff Soden, SOHA LLCRuth Sparrow, Future Unlimited Law PC
Ryan Spellman, J Development CompanyCassie Stachowicz, Oak Tree PartnersCraig Stanley, CBO Financial Inc.Susan Stanley, Peoples United BankJulie Stavneak, J Development CompanyThomas Stephens, DentonsAnnette Stevenson, Novogradac & Company LLPDavid Stevenson, Marsh & Company PAPhil Stoeckinger, City Of Las VegasCindy Strasfeld, ArtspaceBjorn Strommen, Sherman Associates Inc.Abi Suarez, Capital Impact PartnersJoseph Summers, Cross Street PartnersDub Sutherland, Kennedy Sutherland LLPCindy Swisher, JAIR LYNCH Development PartnersChristina Szczepanski, The Reinvestment FundAlex Szilvas, BakerHostetler LLPMichael Taichman-Robins, Berman Indictor LLPShad Tappe, Midwest Minnesota Community
Development CorporationMichael Taylor, Cornell Scott-Hill Health
CorporationHarold Tessendorf, Macon Area Habitat For
HumanityAileen Thomas, Jones Walker LLPL’Quentus Thomas, Stonehenge Capital Company
LLCJessica Thompson, Incentis GroupKevin Thompson, U.S. Bancorp Community
Development CorporationMary Thompson, Bank of America Merrill LynchPat Tiberi, United States House of RepresentativesMarina Titova NAtional Community Investment FundChris Tomaselli, Plante & MoranElizabeth Tracey, MET ConsultantsDavid Trevisani NAtional Development CouncilBlake Trippet, MetaFundMichael Trudeau, PricewaterhouseCoopers LLPWilliam Turner, Wells Fargo Bank NADorinna Unger, Novogradac & Company LLPPatrick Vahey, Greenline Ventures LLC
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Conference AttendeesJulio Vallejo, Maya Cinemas North America Inc.Elizabeth Van Benschoten, BRIDGE Housing
CorporationLin Van Hofwegen, Dakotas AmericaJeffrey Van Hulten, Utah Governor’s Office of
Economic DevelopmentDJ Van Keuren, VKI Real Estate AdvisorsIngrid VanBiber, Polsinelli PCJennifer Veal, Community Inspired Capital
Development LLCTroy Villa, Breazeale Sachse & Wilson LLPJose Villalobos, TELACUNate Voss, Baker Tilly Virchow Krause LLPLaura Vowell, US Bancorp Community Development
CorporationWilliam Wade, Senior Services of Southeastern
VirginiaMarie Wadler, DentonsC. Sam Walls, III, Heartland Renaissance Fund LLCNathan Ware, BakerHostetler LLPJason Watkins, Novogradac & Company LLPJason Watkins, The Pix CompanyBrian Weaver, Stinson Leonard Street LLPDavid Webber, Stonehenge Capital Company LLCHerb Wedemeier, Drury Southwest Inc.Brad Weinberg, Novogradac & Company LLPBruce Weintraub, O’Brien-Staley PartnersJeff Wells, Opportunity FundJon Welty, Ohio Capital Corporation For Housing
Chip Werlein, Parismina Advisors LLCAbbie Wertheim, SFMade/PlaceMadeJennifer Westerbeck, U.S. Bancorp Community
Development CorporationDave White, EYTheresa White, Cross Street PartnersMargaret Whitesides, National Trust Community
Investment Corp. (NTCIC)Shawn Whitney, Spencer Fane Britt & Browne LLPIan Wiesner, Capital Impact PartnersFrederick Williams, Steptoe & Johnson PLLCRich Williams, DentonsBrian Wilson, City of Federal WayJudge Wilson, Berea CollegeLucas Witters, BakerHostetler LLPAnn Marie Woessner-Collins, JLLKimberly Wojcik, Ernst & YoungKari Wolff, Marsh & Company PAAndrea Wong-Miller, Civic Builders Inc.Pam Woodell, Community First FundMatt Wright, National Cooperative BankDavid Wynde, Portland Public Schools OregonJennifer Young, Novogradac & Company LLPLiz Young, Nixon Peabody LLPMatt Yunker, Novogradac & Company LLPZain Yusuf, Wells Fargo Bank NAJamie Zembruski, Community Collaborative Group
LLCJacob Zlotoff, Citi Community Capital
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
NMTC Services An established leader in the new markets tax credit industry with expert technical knowledge of key transaction structuring, accounting and compliance issues.
• Possesses extensive technical knowledge in all aspects of the NMTC program
• Leads the industry’s NMTC Working Group of CDEs and professionals to address industry issues and concerns
• Maintains regular communication with the CDFI Fund and IRS on program guidelines, regulations and trends
Novogradac & Company LLP — an established leader in the New Markets Tax Credit industry that:
Novogradac & Company brings extensive experience in all aspects of the NMTC program, including:
• Complex transaction structuring, including combining NMTCs with historic tax credits, solar and wind energy credits and various state tax credit programs
• Financial projections and analysis• Identification and resolution of key tax
and business issues• Assistance with development of CDE
policies and procedures for all aspects of NMTC compliance and reporting
• Assistance on data collection and submission of annual CDE Institutional and Transactional Level reports (CIIS reporting)
• Review and preparation assistance with CDE certification applications
• Review and preparation assistance with NMTC allocation applications
• Customized on-site training • Appraisals and appraisal reviews for
properties financed with NMTC.• Letters providing flexible terms
documentation • Analysis of financing structures• IMPLAN community impact analysis• Audit, attest and tax services• Tax return preparation and tax
schedules• Agreed-upon procedures for QALICB
qualification
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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY
Meet Novogradac & Company LLP’s NMTC Team Leaders
Novogradac & Company professionals are dedicated to helping communities grow and thrive.Their problem-solving and innovative skills allow our professionals to bring personal attention to each project to ensure that your NMTC requirements receive the highest quality service. Novogradac professionals are:
• Knowledgeable• Innovative
• Flexible• Solution Oriented
• Committed• Passionate
NMTC Services
BRAD ELPHICKAtlanta, Ga.
MICHAEL NOVOGRADACSan Francisco, Calif.
BLAIR KINCERWashington, D.C. 240.235.1701
JOHN SCIARRETTIDover, Ohio
THOMAS BOCCIALong Beach, Calif.
562.432.9482 [email protected]
DIANA LETSINGERLong Beach, Calif.
562.432.9482 [email protected]
ANNETTE STEVENSONCleveland, Ohio 216.298.9000
OWEN GRAYSan Francisco, Calif.
NICOLO PINOLIPortland, Ore. 503.821.2700
