Agenda - Novogradac 2015 New Markets Tax Credit Conference

Thursday, Jan. 22

8-9 a.m.
Registration and Breakfast

9-9:15 a.m.
Welcome Address
(+) Speakers

9:15-9:30 a.m.
Keynote Address: Rosa Martinez, CDFI Fund

(+) Speakers

9:30-10:30 a.m.
Washington Wire
As tax reform discussions continue to take shape, learn who the key players are in Congress, and hear how to make the case for the NMTC. Plus, panelists will provide an update on the status of current legislative proposals to extend the NMTC.
(+) Speakers

10:30-10:45 a.m.
Break

10:45 a.m.-Noon
Investor Roundtable

Investors will discuss their perspectives on the current state of new markets investing. What is investor appetite as we head into 2015, a growing economy and the changes on Capitol Hill?
(+) Speakers

Noon-1:30 p.m.
Luncheon

Breakout Session 1

1:30-2:30 p.m.
NMTC Case Study

As the saying goes, experience is often the best teacher. In that spirit, panelists will present a case study review of a real-world new markets tax credit investment. Walk through the deal’s challenges and solutions to identify strategies and best practices that can be applied to your next new markets development.
(+) Speakers

2:30-2:45 p.m.
Break

2:45-3:45 p.m.
Not-for-Profit Considerations

Panelists will explain educating the Board on NMTCs and explaining why it’s not “free money.”
(+) Speakers

3:45-5 p.m.
Break

4-5 p.m.
Preparing for NMTC Allocation Awards

Awards are expected to be made in spring 2015. Learn from the experts what you can do now to secure allocation for your project.
(+) Speakers

Breakout Session 2

1:30-2:30 p.m.
Twinning Renewables and NMTCs

Find out which renewable energy tax credits work best with the NMTC. Panelists will discuss how they are structured, community impact considerations and more.
(+) Speakers

2:30-2:45 p.m.
Break

2:45-3:45 p.m.
Small Business Loan Funds

Find out who is doing small business loan funds, the challenges they’re facing and solutions they’ve found.
(+) Speakers

3:45-4 p.m.
Break

4-5 p.m.
NMTC Compliance Hot Topics

Join experts of the NMTC industry for a roundtable discussion about the most pressing issues and hot topics regarding NMTC compliance. This is your chance to leverage the expertise of the panel and ask your compliance questions.
(+) Speakers

 

5-7 p.m.
Harborside Reception

Friday, Jan. 23

8-9 a.m.
Registration and Continental Breakfast

9-9:15 a.m.
Keynote Address: California State Assemblyman Jose Medina (D-Riverside)

(+) Speakers

9:15-10:15 a.m.
Lessons Learned in 2014

Now that 2014 is behind us, hear experts discuss the top lessons learned over the past year. Attendees will have the opportunity to offer their top lessons learned to compare with the experts.
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10:15-10:30 a.m.
Break

10:30-11:30 a.m.
Measuring Community Impact vs. Economic Impact

Learn what community impact vs. economic impact is, how they are measured and how to use data from each.
(+) Speakers

 

11:30 a.m.
Conference Concludes

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