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AGENDA* (*Speakers & timing is subject to change)
08:00am to 09:00am Registration, Breakfast & Networking
09:00am to 10:00am CDFI Fund Panel - NMTC Program updates, NMTC Compliance, AMIS Reporting, Allocations and Application updates
Panelists: Karen Leung, Senior Policy & Program Officer, NMTC Program Update
Trefor Henry, CDFI Fund NMTC Compliance update
Oscar Gonzales, CDFI Fund AMIS reporting issues and updates
Moderator ‑ Radhika Reddy, Ariel Ventures
10:00am to 11:00am Investor Panel - Asset Management and Compliance
Investor and CDE asset management and compliance issues, and best practices to meet investors' needs
Panelists: India First, US Bank; Seth Bosworth, Capital One; Jonathon Konow, JP Morgan; Ursula Eatmon, Wells Fargo
Moderator ‑ Traci Vaine, CEI Capital Management (CCML)
11:00am to 11:45am NMTC Application Insights & Tips
Panelists: Christopher Allison, Allison Advisory, LLC; Rosa Martinez, R. Martinez Community Development Services, LLC
Moderator ‑ Radhika Reddy / Irene Zawadiwsky, Ariel Ventures
11:45am to 12:45pm Lunch & Networking
12:45pm to 01:30pm Innovative Tools for CDE Management, NMTC Compliance & Asset Management; AMIS reporting, NMTC Accounting and Loan Servicing issues faced by CDEs
Panelists: Radhika Reddy / Irene Zawadiwsky, Ariel Ventures, LLC
01:30pm to 02:30pm NMTC Legislation, Tax Policy and IRS Panel (NMTC updates)
The latest updates on NMTC after permanence, Legislative updates, Recommendations for Regulatory or Legislative changes to NMTC; IRS updates on NMTC
Panelists: Dillon Taylor, IRS NMTC attorney, IRS Office of Chief Counsel; Brad Elphick, Novogradac NMTC Working Group ‑ IRS priority guidance & tax updates; Merrill Hoopengardner, NMTC Coalition ‑ Legislation update
Moderator ‑ Radhika Reddy, Ariel Ventures
02:30pm to 03:30pm Legal Technical Panel - Asset Management, Compliance, Latest Tax and Legal Issues related to NMTC and other tax credits, as well as for-sale housing
Leading NMTC legal professionals will discuss latest asset management, compliance and technical tax and legal issues facing CDEs, Investors and QALICBs, including for-sale housing issues
Panelists: Bob Labes, Squire Patton Boggs; Lucas Witters / Nathan Ware, Baker Hostetler; Nick Anderson, Nixon Peabody; Karen Rippelmeyer, Stinson LLP
Moderator ‑ Radhika Reddy, Ariel Ventures
03:30pm to 05:00pm Reception & Networking
(*Panelists are subject to change)