2019 NMTC Coalition Annual Conference

The New Markets Tax Credit Coalition will hold its 2019 Annual Conference on December 11th and 12th at the Hotel Monaco in Washington, D.C. As usual our conference comes at an important moment. Congress is likely to be in the final negotiations on the end game spending and tax package.

We have several important keynotes, including Rep. Tom Reed (R-NY) and Sen. Roy Blunt (R-MO), who will discuss tax extenders and NMTC legislation; Comptroller of the Currency Joseph Otting, who will discuss the OCC’s vision for CRA reform; and CDFI Fund Director Jodie Harris, who will provide updates on the agency’s priorities for the NMTC in the year ahead. There will be a Legislative Outlook panel with key congressional staff after lunch on the 11th, and the conference will close out with the Treasury Department panel from 11am to 12pm on December 12th. We also have panels on CRA reform and the trends in small loan funds.

A key part of the conference, especially given the pending expiration of the NMTC, is the time set aside for attendees to visit Capitol Hill on December 11th from 2:30 to 5:30 pm. The Coalition will be scheduling meetings for those who requested assistance in their registration. You may also email Ayrianne Parks at [email protected] for additional details on congressional meetings.

The agenda is below.

If you would like to sponsor the conference, please reach out to Ayrianne Parks at [email protected] or 202-393-5225 for more information.

Member Registration: $525

Non-Member Registration: $600

Hotel Information:

There room block deadline has passed.

2019 Agenda

Wednesday, December 11, 2019

10:00amHotel Monaco, Paris Ballroom FoyerRegistration
10:30amHotel Monaco, Paris BallroomWelcome and Opening RemarksKermit Billups
10:45amHotel Monaco, Paris BallroomMorning Keynote: Joseph OttingComptroller Otting lays out his vision on CRA reform.Joseph Otting
11:15amHotel Monaco, Paris BallroomCRA Reform and Community Development InvestingModerator: Mike Novogradac, Novogradac & Company
Michael Cooper, TD Community Development Corporation
Spencer Gagnet, Capital One
David Gibson, PNC Financial Services Group
En Jung Kim, Chase
12:15pmHotel Monaco Paris BallroomOpening LuncheonLuncheon Sponsored by Applegate & Thorne-Thomsen
12:30pmHotel Monaco, Paris BallroomLunch KeynoteRep. Tom Reed is a senior member of the Ways and Means CommitteeRepresentative Tom Reed (R-NY)
1:15pmHotel Monaco, Paris BallroomLegislative Outlook PanelBob Rapoza
2:30pmCapitol HillCongressional Visits
5:30pm902 Hart Senate Office BuildingCapitol Hill ReceptionRep. Terri Sewell is a senior member of the Ways and Means CommitteeRepresentative Terri Sewell

Thursday, December 12, 2019

8:30amHotel Monaco, Paris BallroomBreakfastBreakfast sponsored by Holland & Knight
8:30amHotel Monaco, Paris BallroomAnnual Business Meeting of Coalition
9:30amHotel Monaco, Athens RoomNMTC and Small Loan FundsAre loan pools becoming more popular? What are the trends, challenges, and benefits of financing a loan pool with an NMTC allocation?Moderator: Scott Szeliga, CohnReznick
Paul Anderson, Rapoza Associates
Chris Burnham, Development Fund of the Western Reserve
Joe Flynn, Wesbanco
Carol Mihalic, Kutak Rock
10:30amHotel Monaco, Athens RoomNetworking Break
10:45amHotel Monaco, Athens RoomMorning Keynote: Jodie HarrisJodie Harris lays out her agenda for 2020 and reports on recent CDFI Fund accomplishments.CDFI Fund Director Jodie Harris
11:00amHotel Monaco, Athens RoomTreasury Department PanelTreasury officials discuss their priorities in the coming year and answer questions.Treasury Panel
Christopher Allison, CDFI Fund, Program Manager – New Markets Tax Credit Program and Bank Enterprise Award Program
Greg Bischak, CDFI Fund, Program Manager for Financial Strategies and Research
Trefor Henry, CDFI Fund, Associate Program Manager, Certification, Compliance Monitoring and Evaluation
Dillon Taylor, IRS, Office of Chief Counsel
12:00pmHotel Monaco, Athens RoomClosing Remarks