New Markets Tax Credit Resources
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For Potential Borrowers & Businesses
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.
March 2025: NMTC Updates & Deepening Your Advocacy Efforts
Join us for the CCML NMTC Roundtable Call where we discuss NMTC updates and real ways you can help deepen your advocacy efforts with special guest Bob Rapoza of Rapoza Associates and moderators Ursula Eatmon and Scott Szeliga
Resources:
- Congressional Districts – New Markets Tax Credit Coalition
- Full Committee – Ways and Means
- Membership | About | The United States Senate Committee on Finance
- Organization Sign-on Letter: Tell Congress to Make the NMTC Permanent – New Markets Tax Credit Coalition
- Advocacy Toolkit – New Markets Tax Credit Coalition
- If you have any more questions or need any of these resources, email Madison@rapoza.org
September 2024: NMTC Compliance Updates
Join us for a melting pot of topics including FAQs, reporting and certification hangups and pitfalls with moderators Andrew Koelbl of Baker Tilly and Ursula Eatmon of Wells Fargo.
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
Moderators:
Bret L. Hendrickson, Partner, Nolan Sheehan Patten LLP and Andrew Koelbl, Managing Director, Baker Tilly US, LLP
- Proposed TLR Changes Feb 2023 (PDF)
- CBA Report Template
To be added to the mailing list to receive notification of future NMTC Roundtable calls, including topics and call-in information, sign up below.
Shelly Crowder
SVP, United Fund Advisors
Ursula Eatmon
Business Support Consultant, AVP, Wells Fargo Community Lending & Investment
Bret L. Hendrickson
Partner, Nolan Sheenan Patten
Eric Jones
Assistant Director of Asset Management at US Bank Impact Finance
Andrew Koelbl
Managing Director, Baker Tilly, LLP
Jennifer Novak
SVP of CDFI Fund programs, Community Reinvestment Fund
Tim Swenson
Vice President of NMTC Financing, Midwest Minnesota Community Development Corporation
Scott Szeliga, CPA
Office Managing Partner – Baltimore, CohnReznick