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
There room block deadline has passed.
Wednesday, December 11, 2019
|10:00am||Hotel Monaco, Paris Ballroom Foyer||Registration|
|10:30am||Hotel Monaco, Paris Ballroom||Welcome and Opening Remarks||Kermit Billups|
|10:45am||Hotel Monaco, Paris Ballroom||Morning Keynote: Joseph Otting||Comptroller Otting lays out his vision on CRA reform.||Joseph Otting|
|11:15am||Hotel Monaco, Paris Ballroom||CRA Reform and Community Development Investing||Moderator: Mike Novogradac, Novogradac & Company
Michael Cooper, TD Community Development Corporation
Spencer Gagnet, Capital One
David Gibson, PNC Financial Services Group
En Jung Kim, Chase
|12:15pm||Hotel Monaco Paris Ballroom||Opening Luncheon||Luncheon Sponsored by Applegate & Thorne-Thomsen|
|12:30pm||Hotel Monaco, Paris Ballroom||Lunch Keynote||Rep. Tom Reed is a senior member of the Ways and Means Committee||Representative Tom Reed (R-NY)|
|1:15pm||Hotel Monaco, Paris Ballroom||Legislative Outlook Panel||Bob Rapoza|
|2:30pm||Capitol Hill||Congressional Visits|
|5:30pm||902 Hart Senate Office Building||Capitol Hill Reception||Rep. Terri Sewell is a senior member of the Ways and Means Committee||Representative Terri Sewell|
Thursday, December 12, 2019
|8:30am||Hotel Monaco, Paris Ballroom||Breakfast||Breakfast sponsored by Holland & Knight|
|8:30am||Hotel Monaco, Paris Ballroom||Annual Business Meeting of Coalition|
|9:30am||Hotel Monaco, Athens Room||NMTC and Small Loan Funds||Are 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
|10:30am||Hotel Monaco, Athens Room||Networking Break|
|10:45am||Hotel Monaco, Athens Room||Morning Keynote: Jodie Harris||Jodie Harris lays out her agenda for 2020 and reports on recent CDFI Fund accomplishments.||CDFI Fund Director Jodie Harris|
|11:00am||Hotel Monaco, Athens Room||Treasury Department Panel||Treasury 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
|12:00pm||Hotel Monaco, Athens Room||Closing Remarks|