Agenda

8:45 AMWelcome

Phil Glynn, President, Travois, Vice-President of NMTC Coalition’s Board of Directors

9:00 AM2023 NMTC Progress Report

Presenter - Paul Anderson, Vice President, Rapoza Associates

Respondent Panel:
Moderator – Eileen Fitzgerald, ThruSight
Panelists:
• Jennifer Bransfield, Chief Operating Officer and General Counsel, Chicago Neighborhood Initiatives
• Chris Huang, Senior Director, NMTC Program, Accion Opportunity Fund

9:45 AMNews from the CDFI Fund

Moderator – Jose Villalobos, TELACU
Panelists:
• Marcia Sigal - Acting Director
• Christopher Allison, Program Manager, NMTC Program
• Trefor Henry, Associate Program Manager, Office of Compliance Monitoring & Evaluation
• Oscar Gonzales, Associate Program Manager, Office of Financial Strategy & Research

10:45 AMBreak

11:00 AM - 12:15 PMInvestor Roundtable

Moderators - Mike Novogradac, Managing Partner, Novogradac & Company
Chuck Edelen, Partner, CohnReznick, Moderator
Panelists:
• Laura Vowell, Managing Director of Community Finance Solutions, U.S. Bank Community Development Corporation
• Jim Howard, President, Dudley Ventures
• Chimeka Gladney, Senior Vice President for NMTC, Truist Community Capital

12:15Lunch

1:15 PMKeynote

Introduction of Keynote speaker: En Jung Kim, NMTC Coalition Board Member, JP Morgan Chase

Keynote speaker:
Representative Claudia Tenney, (R-NY)

1:30 PMNMTC Legislative Panel and Budget Update

Moderator: Bob Rapoza
Panelists: Shivani Pampati, Sen. Cardin
Grace Enda, Senate Finance Committee
Stephen Simonetti, Rep. Tenney
Kathryn Chakmak, House Ways and Means

2:15 PMWrap-up

Phil Glynn, President, Travois, Vice-President of NMTC Coalition’s Board of Directors

2:30 PMHill Visits

4:30 PMNMTC Congressional Briefing

2020 Rayburn House Office Building
2023 NMTC Progress Report: Paul Anderson, Vice President, Rapoza Associates

Case study presenters:
• DC Central Kitchen: Alexander Justice Moore, Chief Development Officer
• Our House: Sam Walls, Chief Executive Officer, Arkansas Capital Corp
• Wholestone Farms: Kermit Billups, Executive Vice President, Greenline Ventures

5:30 PMCongressional Reception

2020 Rayburn House Office Building

Release of the 2023 NMTC Policy Report

Each year at its June conference, the NMTC Coalition unveils its annual NMTC Progress Report. The report concerns projects financed in the previous calendar year. Join us in Washington to learn more about trends, success stories, and impacts of NMTC investments in 2022.

Keynote

Claudia Tenney Congresswoman, New York

Representative Tenney is a champion of the New Markets Tax Credit. She introduced the NMTC Extension Act of 2023, which would provide a permanent extension of the program.

Location Information

  • June 7th 2023 from 8:15 AM to 3:30 PM EDT
  • Madison Hotel
  • 1177 15th St NW, Washington, DC, 20005 US
  • Google, Bing, MapQuest

Location Information

  • June 7th 2023 from 3:30 PM to 7:00 PM EDT
  • Capitol Hill Meetings, Briefing and Reception
  • Capitol Hill, Washington, DC, 20515 US
  • Google, Bing, MapQuest

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