2021 NMTC Coalition Annual Conference

July 17th, 11:00 am to 5:30 pm ET (virtual)

The NMTC Coalition’s 2021 Virtual Policy Conference takes place on June 17th. The conference is typically held in Washington, D.C. and brings together Community Development Entities (CDEs), investors, and policymakers who are engaged with the NMTC, and this year will be no exception. In fact, we expect to have record attendance, with NMTC practitioners participating from all across the country.

Registration is FREE for NMTC Coalition members and their staff. The registration fee is $100 per organization for non-NMTC Coalition members.

Confirmed Keynotes

Jodie Harris

Director, CDFI Fund

Ben Cardin (D-MD)

United States Senator

Roy Blunt (R-MO)

United States Senator

Past Conferences

The 2020 NMTC Annual Conference took place December 5th, 2020. Below is last year’s Agenda:

10:30 a.m. – 10:50 a.m.

Virtual Breakfast

With Ways and Means Chairman Richard E. Neal (D-MA) 

Introduction by Joseph Flatley, Massachusetts Housing Investment Corp.

View Representative Neal’s bio


10:50 a.m. – 11:10 a.m.

Overview of the GoToWebinar Participant Features

Ayrianne Parks, Rapoza Associates

Welcome by NMTC Coalition President

Yvette Ittu, Cleveland Development Advisors

11:10 a.m. – 11:25 a.m.

NMTC History, 20 Years Ago

Bob Rapoza interviews Michael Barr on NMTC history.

View Michael Barr’s bio

11:30 a.m. – 11:45 a.m.

Keynote Speaker

Senator Ben Cardin (D-MD)

Introduction by Joseph Summers, Urban Action Community Development

View Senator Cardin’s bio

11:45 a.m. – 12:30 p.m.

NMTC Investor Roundtable

Join NMTC investors as they discuss issues ranging from the current impact of the pandemic and pending expiration of the Credit to the Community Reinvestment Act and pricing.

Moderators: Michael Novogradac, Novogradac & Company; Ira Weinstein, CohnReznick


  • Jim Howard, Dudley Ventures
  • En Jung Kim, Chase
  • Steve Ross, Truist Community Capital
  • Laura Vowell, U.S. Bancorp CDC

12:30 p.m. – 1:15 p.m.

NMTC Legislative Outlook

With the 2020 election and the deadline to reauthorize NMTC looming, there is a lot happening in Congress. This panel will discuss tax extenders, the legislative hurdles to making a deal, and what 2021 may bring with 117th Congress.

Moderator: Bob Rapoza, Rapoza Associates


  • Beth Bell, House Ways and Means Committee
  • Evan Giesemann, Office of Representative Terri Sewell
  • Paul Guaglianone, Office of Senator Roy Blunt
  • Nick Wyatt, Senate Finance Committee

1:15 p.m. – 1:30 p.m


1:30 p.m. – 1:45 p.m.

Keynote Speaker

Gene Sperling

Introduction by Phil Glynn, Travois

1:45 p.m. – 2:15 p.m.

NMTC Coalition Annual Membership Meeting

Election of 2020 Membership Directors and Plans for 2020.

View the Annual Business Materials

2:15 p.m. – 2:30 p.m.

Keynote Speaker

Jodie Harris, Director of the CDFI Fund, Treasury

Introduction by Bob Rapoza, Rapoza Associates

View Director Harris’ bio

2:30 p.m. – 3:15 p.m.

Insights from the Treasury Department

Treasury panelists will provide an update on their priorities, data, and guidance related to the New Markets Tax Credit program.


  • Christopher Allison, Program Manager for NMTC, CDFI Fund
  • Greg Bischak, Ph.D., Program Manager for Financial Strategies and Research, CDFI Fund
  • Trefor Henry, Associate Program Manager, Compliance, Monitoring & Evaluation, CDFI Fund
  • Dillon Taylor, Attorney, Office of Chief Counsel, Internal Revenue Service

3:15 p.m. – 3:30 p.m.

Keynote Speaker

Representative Tom Reed (R-NY)

Introduction by Daniel Marsh III, National Development Council 

View Representative Reed’s bio

3:30 p.m. – 4:15 p.m.

Law Firm Panel

During this session, a panel of legal experts will discuss trends and issues they are seeing in the NMTC industry.

Moderator: Andy Swary, Finance Fund


  • Debbie Kleban, Applegate & Thorne-Thomsen
  • Jonathan Kaden, Dentons
  • David Lutz, Stinson

4:15 p.m. – 4:30 p.m.

Keynote Speaker

Senator Roy Blunt (R-MO)

Introduction by Sandy Moore, Advantage Capital

View Senator Blunt’s bio

4:30 p.m. – 5:00 p.m.

Using the 2020 NMTC at Work Report to Boost NMTC Visibility

The Coalition released a new edition of the NMTC: At Work in Communities Across America. This report is released every four years to coincide with the presidential election. The 2020 report features the largest sampling of NMTC projects to date, with over 90 profiles. The report also included state investment maps and breakdowns of NMTC activity by state and industry. We will share insight from the report and discuss how it ties into our public affairs and advocacy strategy for the Coalition. We will offer tips and other information on breaking through to your Members of Congress and local media to raise the visibility of the NMTC and your work in distressed communities.

  • Paul Anderson, Rapoza Associates
  • Ayrianne Parks, Rapoza Associates

5:00 p.m. – 5:15 p.m.

Keynote Speaker

Representative Terri Sewell (D-AL) 

View Representative Sewell’s bio

5:15 p.m. – 5:30 p.m.

Closing Remarks

  • Bob Rapoza, Rapoza Associates
  • Yvette Ittu, Cleveland Development Advisors