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New Markets Tax Credit Conference TAKE CONFERENCE SURVEY

POST- CONFERENCE BROCHURE

http://www.novoco.com/events/conferences/nmtc/2015/chicago/index.php


https://www.surveymonkey.com/r/WRLS9DF



The conference was a

perfect synergy of innovation

and thought-leadership.

We honored 10 remarkable

developments during the

QLICI awards ceremony,

and curated an interactive

agenda that allowed attendees

to engage in progressive

conversations with key

stakeholders, including

gaining access to the latest

NMTC program updates from

CDFI Fund’s Bob Ibanez.

The release of the 2015

round of allocation availability

served as a timely backdrop

for investors, CDEs, QALICBs

and other practitioners to

strengthen their partnerships

and prepare for the upcoming

NMTC deadlines.

Brad Elphick

Conference Chairman

Novogradac & Company LLP

Demographics & DataIndustry Role

Professional Title

Top 5 States

2% Property Owner2% Government

Other Community Development

2% Syndication

2% Property OwnerCEO

CFO

Manager

Principal

2% Syndication

Accounting

Senior VP

President

Development

Consulting

Investing/Lending

CDE

Banking/Finance

Director

Associate

VP

Partner

Law

California10%

Missouri8%

Illinois18%

Louisiana5%

24%

15%

14%

13%

12%10%

9%

8%

18%

13%12%

10%

10%

4%

6%

6%5%

3%

Ohio7%



2% Syndication


CFO

Manager

Principal

2% Syndication

Accounting

Senior VP

President

Development

Consulting

Investing/Lending

CDE

Banking/Finance

Director

Associate

VP

Partner

Law

California10%

Missouri8%

Illinois18%

Louisiana5%

24%

15%

14%

13%

12%10%

9%

8%

18%

13%12%

10%

10%

4%

6%

6%5%

3%

Ohio7%



2% Syndication


CFO

Manager

Principal

2% Syndication

Accounting

Senior VP

President

Development

Consulting

Investing/Lending

CDE

Banking/Finance

Director

Associate

VP

Partner

Law

California10%

Missouri8%

Illinois18%

Louisiana5%

24%

15%

14%

13%

12%10%

9%

8%

18%

13%12%

10%

10%

4%

6%

6%5%

3%

Ohio7%






NetworkingThe conference featured expansive

deal-making opportunities. We created

a versatile networking experience for

every level of practitioner. Nearly 600

professionals from 300 companies

gathered to share industry solutions with

peers, while enhancing relationships with

colleagues and generating new business.

Community Development QLICIs of the Year AwardsThe awards ceremony, presented

by the Novogradac Journal of Tax

Credits, recognized five CDEs for their

innovative use of the NMTC. Winning

developments included the Muller Job

Training Facility in The Bronx, NY.,

BlueOak Arkansas in Osceola, Ark.,

Winston Plywood & Veneer in Louisville,

Miss., Crosstown Concourse in Memphis

and the Care Alliance Central Clinic in

Cleveland.






EducationWe curated a new and improved educational experience. Attendees were able to customize their learning experience with breakouts, interactive sessions and a bootcamp, while sharing techniques and panel takeaways during learning group sessions. Guided by more than 50 experts, the event’s sessions covered the hottest industry issues, from 2016 marketplace trends to successful exit strategies to operating business investments.

NMTC 101: The BasicsThe interactive format offered attendees the opportunity to review their transaction documents with instructors.

TAKE WORKSHOP SURVEY

NMTC 201: Advanced NMTC ConceptsExperts discussed the technical strategies and financial structures of NMTC transactions, including a review on exit strategies, twinning tax credits, QALICB operating businesses and more.

TAKE WORKSHOP SURVEY




https://www.surveymonkey.com/r/WRZW8SX

https://www.surveymonkey.com/r/WRFQYWC



Thank You to Our Co-Hosts and Sponsors

Sponsors

Co-Hosts

Join the premier exhibition space for new markets services and products contact Carol Hough at [email protected] or 415.356.8040






Conference Agenda At-A-Glance with PresentationsWednesday, Oct. 219–9:30 a.m.

Welcome and CDFI Fund Q&A

9:30–10:30 a.m.

What’s Next for the NMTC Program

Download Presentation

10:45–Noon

Marketplace Trends to Watch For in 2016

Noon–1:30 p.m.

Journal of Tax Credits Community Development QLICIs of the Year Awards Luncheon

CONCURRENT SESSION 1

1:45–2:45 p.m.

QALICB Boot CampDownload

Presentation

3–3:50 p.m.

NMTC Compliance Requirements and Common Issues

4–5 p.m.

Determining When a Project Needs NMTCs and How Much


CONCURRENT SESSION 2

1:45–2:45 p.m.

Exiting the Deal Part 1: Tips for a Successful Unwind


3–3:50 p.m.

Exiting the Deal Part 2: Investor Exit Tax Considerations


4–5 p.m.

Working Out of Troubled NMTC Transactions


Thursday, Oct. 229–9:50 a.m.

NMTCs with Historic Tax Credits


10–11 a.m.

Challenges of Using NMTCs for Operating Business Investments


11-11:50 a.m.

Valuing Operating Businesses




http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/washington_wire.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/4pm_project_nmtcs.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/145pm_qalicb.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/thu_nmtcs_htcs.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/145pm_exit_deal_1.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/3pm_exit_deal_2.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/4pm_troubled_transactions.pdf

http://www.novoco.com/events/conferences/nmtc/2015/chicago/presentations/thu_operating_business_panel.pdf



S A V E T H E D A T E

Registration and information forthcoming

Oct. 20-21, 2016Marriott New Orleans

Novogradac 2016New Markets Tax Credit Conference

http://www.novoco.com/events/conferences/lihtc/2015/new_orleans/index.php

New Markets Tax Credit Conference TAKE WORKSHOP SURVEY


NMTC 101: The Basics AttendeesMaroun Abboudy, Penrose Global LLCHeather Aeschleman, Dykema Gossett PLLCLaurie Avedisian-Favini, City of Fresno Attorney’s OfficeAlexis Barnes, 3CDC - Cincinnati Center City Development

CorporationLaura Baron, Strategic Development SolutionsSara Bedinghaus, 3CDC - Cincinnati Center City

Development CorporationLori Berko, Place LabMargaret Callesen, Squire Patton Boggs (U.S.) LLPElizabeth Castaneda, Bickerdike Redevelopment CorporationMarie Cervay, Novogradac & Company LLPBonnie Childs, Three Rivers Planning And Development

DistrictRoy Chou, Novogradac & Company LLPMichael Cooper, TD BankLucrecia Cordon-Springer, Twain Financial PartnersChad Courtney, Toll Brothers Inc.Aleksia Culafic, Ginsberg Jacobs LLCRebecca Darling, Novogradac & Company LLPBrandy Delfavero, 3CDC - Cincinnati Center City

Development CorporationConnie Derr, Black Hawk Economic Development Inc.Nick Dewald, 3CDC - Cincinnati Center City Development

CorporationAngela Dowell, Chicago Community Loan FundMichael Echols, Vantage Health PlanTodd Elliot, First NBC BankWhitney Ferguson, Tax Advantage GroupAndrew Fessler, PricewaterhouseCoopers LLPJulie Gabel, Lathrop & Gage LLPMike Garvey, Alliance Steel LLCSteven Gildersleeve, Bank of America Merrill LynchJesse Greenlee, WHEDAJoshua Griff, Enterprise Community Loan FundAnna Hamilton Lewin, South Carolina Community Loan FundJames Harkins, Flake And Kelley CommercialAaron Henry, PwC LLPJacqueline Hoelting, Singerman, Mills, Desberg & Kauntz

Co. LPAFrank Hoffman, Krieg DeVault LLPCreg Jackson, First NBC BankJerrad Jones, U.S. Bancorp Community Development

CorporationTania Kadakia, BMO Harris Bank

Alan Keip, BMO Harris BankSteve Kenney, LutzKatie Kim, The Kim Group Ltd.Sam Kramer, Cedar Rapids Bank & TrustDavid Le, San Pablo Economic Development CorporationJoanna Lee, Bank of America Merrill LynchDaniel Lipson, 3CDC - Cincinnati Center City Development

CorporationMichele Mackey, Forward Community Investments (FCI)Jeff Martin, 3CDC - Cincinnati Center City Development

CorporationKairat Mavlyankulov, New Plan Learning Inc.Kade Miller, Snell & WilmerLaura Mixter, LISC New Markets Support CompanyLezly Morales, Chelsea Investment CorporationAlyson Moritz, Development Fund of the Western ReserveAdriana Nelson, Penrose Global LLCAngelica Nizio, Ginsberg Jacobs LLCJeff Oldham, Bass, Berry & Sims PLCBrad Olmsted, National Community Investment FundBrynne Parrish, CHASEIsrael Pollack, DentonsShreedhar Ranabhat, Forward Community InvestmentsAmber Randolph, Deutsche BankRobin Rash, InSite Real Estate LLCNicole Record, Community Ventures CorporationLiz Reyes, CSHJoseph Robertson, Enterprise Community Loan FundCasey Rooney, IFFJared Rothkopf, Ginsberg Jacobs LLCAllison Rudroff, Thompson Coburn LLPMercedes Sahagun Zavala, Harding Development LLCSameer Sawe, TD BankMichael Schulte, BMO Harris BankBarrett Schulz, Ginsberg Jacobs LLCDan Shachar-Krasnoff, Dan Shachar-KrasnoffRandall Simmons, Florida Community Loan FundOscar Spivey-Dodd, LISC New Markets Support CompanyCameron Trumble, Deloitte Tax LLPSarah Walker, CHASEJamey Webb, BOK FinancialJennifer Weitzel, FUND ConsultingJonah White, Barnes & Thornburg LLPTim White, Cedar Rapids Bank & TrustRebecca Yore, LISC New Markets Support Company



https://www.surveymonkey.com/r/WRFQYWC

New Markets Tax Credit Conference TAKE WORKSHOP SURVEY


NMTC 201: Advanced NMTC ConceptsPaul Anderson, Rapoza AssociatesDaniel Arndt, New Jersey Community CapitalAlexis Barnes, 3CDC - Cincinnati Center City Development

CorporationSara Bedinghaus, 3CDC - Cincinnati Center City

Development CorporationAisha Benson, Empowerment Reinvestment FundSofie Bessemans, Deloitte Tax LLPSteve Brustkern, Black Hawk Economic Development Inc.Pete Byford, Tax Advantage GroupEmily Chad, Fredrikson & ByronStephanie Chow, Novogradac & Company LLPLeslay Choy, San Pablo Economic Development CorporationGregory Clements, Novogradac & Company LLPChristian Cox, Warehouse Market Inc.Brandy Delfavero, 3CDC - Cincinnati Center City

Development CorporationCam DeLong, Warner Norcross & Judd LLPAlex Derkson, Frost Brown Todd LLCChris DiBartolo, Deloitte Tax LLPBrika Eklund, Self-HelpVictor Elmore, Texas Mezzanine FundMargaret “Peggy” Faber, Maya Cinemas North America Inc.Sharon Feasel, Fort Wayne New Markets Revitalization Fund

LLCSteve Gendler, MIS Capital LLCJohn Gholar, CHASEVeronica Gonzalez, Baker Tilly Virchow Krause LLPAaron Hanks, Novogradac & Company LLPAnn Marie Hickambottom, YWCA Greater Los AngelesBud Homan, Three Rivers Planning & Development Dist.Lisa Kent, Tax Advantage GroupDebora Lasch, Singerman Mills Desberg Kauntz Co. LPATara Lawrence, Novogradac & Company LLPMichael Leahey, Wells Fargo Wholesale MarketingJosh Leblanc, Chicago TabernacleCourtney Lee Tawresey, Husch Blackwell LLPOnika Lewis, Nonprofit Finance FundKendall Lisiecki, Baker TillyAsteria Lumanau Steinberger, Strategic Development

SolutionSarah Markenson, St. Louis Economic Development

Partnership

Tina Matzen, Novogradac & Company LLPMelissa McDonald, Raza Development FundMaria C. Mena, Banco Popular de Puerto RicoAngela Migues, Fort Wayne New Markets Revitalization Fund

LLCBob Mulcahy, PrivateBankGarrett Murdock, JPMorgan ChaseGeorge Nagle, Nagle Law LLCScott Neill, Kutak Rock LLPDennis O’Connor, O’Connor Playdon & GubenStephen Oby, Baker TillyHumberto Perez, DL3 Realty LPShawn Peterson, Krieg DeVault LLPNicolo Pinoli, Novogradac & Company LLPNatalie Rackett, LISC New Markets Support CompanyYvette Ramirez, CHASEAmanda Read, Novogradac & Company LLPRadhika Reddy, Ariel Ventures LLCCyle Reissig, Advantage Capital PartnersMatthew Reneau, Chicago TabernacleSherrin Rodriguez, CHASEAndrew Ruben, St. Louis Economic Development PartnershipNoel Russell-Unterburger, YWCA Greater Los AngelesDivya Sashti, Empowerment Reinvestment FundCorey Schultz, LISC New Markets Support CompanyDaniel Seibel, Seibel & Falkner LLPPriya Shanker, IFFMatthew Sirianni, Wells Fargo Wholesale MarketingAlex Sparhawk, DL3 Realty LPRuth Sparrow, Future Unlimited Law PCJohn Stibal, First-Ring Industrial Redevelopment EnterpriseNatasha Stinson, Stinson Leonard Street LLPKaren Thomas, MB Financial BankChris Tomaselli, Plante & Moran PLLCDave Umpleby, French Lick Redevelopment CDEKatie Vail, New Jersey Community CapitalJulio Vallejo, Maya Cinemas North America Inc.Tanya Vartivarian, IFFDebby Waid, South Carolina Community Loan FundSteven Watts, Ross GroupFrancis Wehrle, Black Hawk Economic Development Inc.Joseph Wells, Frost Brown Todd LLCJeff White, Columbia Capital Management LLC



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Conference AttendeesMaroun Abboudy, Penrose Global LLCTonja Adams, Bank of America Merrill LynchJohn Adamucci, Community Funding GroupHeather Aeschleman, Dykema Gossett PLLCFrancis Afram-Gyening, Care AlliancePhil Aftuck, Consortium AmericaJeff Allen, Urban Partnership BankRichard Allen, The Salvation Army - Eastern USA TerritoryStan Allison, Holocene Clean EnergyEmily Alt, American Communities TrustDavid Altman, IPR Consulting Inc.Alex Amezcua, DentonsMike Anders, The HWH GroupPaul Anderson, Rapoza AssociatesTim Arick, TELACUDaniel Arndt, New Jersey Community CapitalVicky Arroyo, MB Financial BankOla Assem, Cleopatra Inc.Laurie Avedisian-Favini, City of Fresno Attorney’s OfficeJames Badgley, CBO Financial Inc.Vineet Baid, Wells Fargo Bank NAAndrae Baly, National Trust Community Investment Corp.

(NTCIC)Mitch Baris, Enterprise Financial CDEGeorge Barlow, Novogradac & Company LLPLaura Baron, Strategic Development SolutionEstelle Bartholow, Wells Fargo (NMTC)Tucker Bartlett, Self HelpRyan Barton, Community Impact FundAisha Benson, Empowerment Reinvestment FundBeth Bergman, Bergman And AllderdiceAlex Bernard, Novogradac & Company LLPKermit Billups, Greenline Ventures LLCDiane Binnick, The Binnick GroupNelson Black, Florida Community Loan Fund Inc.Eric Blades, Novogradac & Company LLPHamilton Blanton, Capital One BankDaniel Blocher, U.S. Bancorp Community Development

CorporationCatherine Blume, Enhanced Community Development

LLCNicole Blumner, U.S. Bancorp Community Development

Corporation

Tom Boman, Novogradac & Company LLPBruce Bonjour, Perkins CoieDebbie Bonsignore, Goodman Realty GroupSeth Bosworth, Capital One BankCharity Braden, Twain Financial PartnersJennifer Bransfield, Chicago Neighborhood Initiatives Inc.Paul Breckenridge, Breckenridge Consulting ServicesJerry Breed, Bryan Cave LLPKelli Brooks, Urban AtlanticSuzanne Brown, National Trust Community Investment

Corp. (NTCIC)Ryan Brunton, Husch Blackwell LLPSteve Brustkern, Black Hawk Economic DevelopmentInc.Bruce Bryant, Fifth Third CDCRob Bryant, Novogradac & Company LLPChristine Brynaert, Deloitte Tax LLPCorey Buchanan, TD Community Development

CorporationSteve Budd, CityWide Development Corp.Andrea Burke, Applegate&Thorne-Thomsen PCSusan Burkenstock, Elkins PLCTerry Burm, National Community Investment FundFrank Buss, Novogradac & Company LLPMaria Bustria-Glickman, U.S. Bancorp Community

Development CorporationDorian Butts, Capital One BankPete Byford, Tax Advantage GroupJim Cahalan, CHASEMargaret Callesen, Squire Patton Boggs (U.S.) LLPBrad Calloway, First NBC BankDelphine Carnes, Crenshaw, Ware & Martin PLCTerry Carpenter, Rural Development Partners LLCCharles Cayton, The HWH GroupMarie Cervay, Novogradac & Company LLPEmily Chad, Fredrikson & ByronJohn Chamberlain, Capital One BankElaine Chang, Novogradac & Company LLPBonnie Childs, Three Rivers Planning And Development

DistrictCharles Ching, City of San PabloRoy Chou, Novogradac & Company LLPStephanie Chow, Novogradac & Company LLP






Conference AttendeesLeslay Choy, San Pablo Economic Development

CorporationMegan Christensen, Manatt, Phelps & Phillips LLPChelsi Cicekoglu, Chicago Community Loan FundKnox Clark, AMCREF Community Capital LLCGregory Clements, Novogradac & Company LLPKelly Clements, PNC BankAbby Cohen, Novogradac & Company LLPDavid Colman, MIS Capital LLCBrian Confrey, Ernst & YoungRyan Congrove, Stonehenge Capital Company LLCMatt Conrad, Krieg DeVaultTad Cooke, Moran Plant | New Moran Inc.Jennifer Cooke-Yin, Stinson Leonard Street LLPMichael Cooper, TD BankLucrecia Cordon-Springer, Twain Financial PartnersDerek Cottier, Dykema Gossett PLLCChad Courtney, Toll Brothers Inc.Christian Cox, Warehouse Market Inc.Shelly Crowder, Enterprise Community Investment Inc.Amy Curtis, Easter Seals Metropolitan ChicagoAna da Silva, U.S. Bancorp Community Development

CorporationCraig Dale, Capital Peak Partners LLCJohn Dalton, Bryan Cave LLPRebecca Darling, Novogradac & Company LLPNatasha Das, Stinson Leonard Street LLPKevin Davis, U.S. Bancorp Community Development

CorporationSam Davis, IPR Consulting Inc.Joe Dean, Ernst And YoungTamar deFries, Pacific Growth Associates LLCRon DeGrandis, McGladrey LLPDawn DeHart, Virginia Community CapitalCam DeLong, Warner Norcross & Judd LLPScott DeMartino, Blank Rome LLPJeremy DeMuth, Deloitte Tax LLPJin DePauw, Iowa Business Growth CompanyAlex Derkson, Frost Brown Todd LLCConnie Derr, Black Hawk Economic Development Inc.John Dietzen, BMO HarrisT. Paul Dimeo, Dimeo Properties Inc.

Elaine DiPietro, Enterprise Community Investment Inc.Tom Dolan, CEI Capital Management LLCJennifer Donohue, Hampton Roads Ventures LLCMeg Douglass, First NBC BankAngela Dowell, Chicago Community Loan FundMathew Drinen, U.S. Bancorp Community Development

CorporationCraig Dublanko, Coastal Community Action ProgramLoretta Duffy, Capital One BankStephanie Duffy, Porter Wright Morris & Arthur LLPDavid Dunavant, Monogram Food Solutions LLCMichael Echols, Vantage Health PlanEileen Egan, Duff & Phelps LLCBrika Eklund, Self HelpGary J. Elkins, Esq., Elkins PLCTodd Elliot, First NBC BankVictor Elmore, Texas Mezzanine FundBrad Elphick, Novogradac & Company LLPMoctesuma Esparza, Maya Cinemas North America Inc.Lisa Evans, Landmark BankPeggy Faber, Maya Cinemas North America Inc.Neil Faden, Manatt, Phelps & Phillips LLPTom Fantin, Novogradac & Company LLPBecky Faubel, Twain Financial PartnersDeborah Favreau, Massachusetts Housing Investment

CorpSharon Feasel, Fort Wayne New Markets Revitalization

Fund LLCElizabeth Feldmeir, Husch Blackwell LLPGlenn Ferguson, Ferguson Property GroupWhitney Ferguson, Tax Advantage GroupAndrew Fessler, PwCDoug Fields, Capital One BankJohn Flock, PwCKyle Fontanille, Capital One BankTamara Forman, Novogradac & Company LLPMark Foster, Law Office of Mark D. FosterTim Frens, Plante & Moran, PLLCEdi Friedlander, National Development CouncilJulie Gabel, Lathrop & Gage LLPSpencer Gagnet, Capital One BankTom Gardner, Summit Consulting LLC






Conference AttendeesCameron Garner, Crescent Growth Capital LLCNiccole Garner, Deloitte Tax LLPMike Garvey, Alliance Steel LLCSteve Gendler, MIS Capital LLCJohn Gholar, CHASETyler Gibbs, Novogradac & Company LLPSteven Gildersleeve, Bank of America Merrill LynchPeter Giles, Great Lakes Capital FundBen Glispie, ChaseGordon Goldie, Plante & Moran, PLLCKevin Goldsmith, JP Morgan ChaseJames Gomochak, Incentis GroupLarry Gordon, The Doe Fund Inc.David Graff, Novogradac & Company LLPRobert Graham, Polsinelli PCOwen Gray, Novogradac & Company LLPTerrence Green, Walgreen Co.Jesse Greenlee, WHEDAKatherine Gregory, Law Office of Mark D. FosterJoshua Griff, Enterprise Community Loan FundKurt Griffith, Wiggin Properties LLCSimone Gross, Manatt, Phelps & Phillips LLPDavid Grubman, Novogradac & Company LLPTracey Gunn-Lowell, U.S. Bancorp Community

Development CorporationChristian Guzzy, Hartzog Conger Cason & NevilleRyan Hagerty, SB Friedman Development AdvisorsRobert Hall, Pacific Growth Associates LLCGarrick Hamilton, The Koman GroupStefanie Hamilton, PwCAnna Hamilton Lewin, South Carolina Community Loan

FundAndrew Hammond, U.S. Bancorp Community

Development CorporationKelsey Hamory, LISC New Markets Support CompanyAaron Hanks, Novogradac & Company LLPRachel Hanrahan, JPMorgan ChaseAdam Harden, SoHo Capital LLCMichael Harris, PwCWendell Harris, Chicago Community Loan FundSeth Harrop, Baker Tilly Virchow Krause LLPDoug Harvin, Cate Street Capital Inc.

Steve Hattier, The HWH GroupBrian Heitkamp, CityWide Development Corp.Irvin Henderson, Irvin M. Henderson & Co.Bret Hendrickson, Nolan Sheehan Patten LLPDave Herdlick, Rubin Brown LLPLisa Herrera, MB Financial BankVernell Hill, Service First of Northern CaliforniaLeslie Hobson, Ernst & Young LLPThane Hodson, Butler Snow LLPJacqueline Hoelting, Singerman, Mills, Desberg & Kauntz

Co. LPAPaul Hoffman, CityScape Capital GroupWilliam Hoffman, CityScape Capital GroupRobert Holland, Capital One BankGary Hollier, Capital One BankKen Holub, MB Financial BankBud Homan, Three Rivers Planning & Development DistStewart Hood, MuniStrategiesMerrill Hoopengardner, Advantage Capital PartnersJim Howard, Dudley VenturesMatthew Huber, LISC New Markets Support CompanyMary Beth Hubner, Holland & Knight LLPBryan Hung, Novogradac & Company LLPRobert Ibanez, CDFI FundCorinne Ingrassia, ChaseZack Issleib, MB Financial BankRachel Itner, Applegate&Thorne-Thomsen PCYvette Ittu, Cleveland Development AdvisorsLarry Jablonski, NIFACreg Jackson, First NBC BankKandi Jackson, National Trust Community Investment

Corp. (NTCIC)Darryl Jacobs, Ginsberg Jacobs LLCRobert Jacobs, RCJ Consulting LLCAnthony Jankans, Wells Fargo Bank NATonya Johnson, Novogradac & Company LLPTania Kadakia, BMO Harris BankJonathan Kaden, DentonsRandy Kahn, Greenline Ventures LLCTim Karp, CHASEJennifer Kawar, Nonprofit Finance FundAlan Keip, BMO Harris Bank






Conference AttendeesTami Keller, Polsinelli PCTim Kennedy, Rubin Brown LLPLisa Kent, Tax Advantage GroupRyan Kenter, Crescent Growth Capital LLCDave Kermode, Novogradac & Company LLPBruce Keyes, Foley & Lardner LLPMoarij Khan, FLS Group LLCTom Kibbey, Squire Patton Boggs (U.S.) LLPDavid Kilper, U.S. Bancorp Community Development

CorporationEn Jung Kim, CHASEKatie Kim, The Kim Group Ltd.Blair Kincer, Novogradac & Company LLPDan Klaff, Applegate & Thorne-Thomsen PCDebra Kleban, Applegate&Thorne-Thomsen PCCharlie Klehm, Husch Blackwell LLPFred Koch, Greenline Ventures LLCAndrew Koelbl, LISC New Markets Support CompanyDan Kolodner, Klein Hornig LLPCindy Koning, Capital For CompassionLarry Kramer, Incentis GroupSam Kramer, Cedar Rapids Bank & TrustSteve Kramer, U.S. Bancorp Community Development

CorporationMike Kressig, Novogradac & Company LLPAl Kropog, Capital One BankSteve Kunin, Rise Community CapitalMichael Kwiatkowski, PNC BankDeborah La Franchi, Strategic Development SolutionsRobert Labes, Squire Patton Boggs (U.S.) LLPRobert Lake, Eide Bailly LLPLeslie Lane, Heartland Renaissance Fund LLCJames Lang, Baynard, McLeod & Lang PAAlan Lange, MuniStrategies LLCDebora Lasch, Singerman Mills Desberg Kauntz Co. LPASham Latiff, CHASEAmy Laughlin, Low Income Investment Fund (LIIF)Tara Lawrence, Novogradac & Company LLPDavid Le, San Pablo Economic Development CorporationMichael Leahey, Wells Fargo Wholesale MarketingTom Leaptrott, Columbia ForgeJosh Leblanc, Chicago Tabernacle

Steven LeBlanc, Stonehenge Capital Company LLCGloria Lee, Rise Community CapitalJoanna Lee, Bank of America Merrill LynchCourtney Lee Tawresey, Husch Blackwell LLPJaime LeMaire, Novogradac & Company LLPSean Leonard, Holland & Knight LLPDiana Letsinger, Novogradac & Company LLPAmelia Lewis, Thompson Coburn LLPDave Lewis, Porter Wright Morris & Arthur LLPOnika Lewis, Nonprofit Finance FundEd Lieberman, Husch Blackwell LLPScott Lindquist, DentonsSteve Luca, Cleveland Development AdvisorsAsteria Lumanau, Strategic Development SolutionDonald Luster, R.E.A.L. Municipal Solutions LLCDavid Lutz, Stinson Leonard Street LLPThomas Mallory, Mallory Law Office LLCSarah Markenson, St. Louis Economic Development

PartnershipDrew Marlar, Kutak Rock LLPAlma Martinez, Maya Cinemas North America Inc.Craig Mathison, Sturges Development GroupTina Matzen, Novogradac & Company LLPJason Maus, Stinson Leonard Street LLPKairat Mavlyankulov, New Plan Learning Inc.Julie McCrary, Capital One BankMark McCreery, MuniStrategies LLCMelissa McDonald, Raza Development FundAlex McDonnell, Rise Community DevelopmentJohn McGeehan, Capital For CompassionFrank McHugh, University of Chicago MedicineJeffrey McMillen, Akin Gump Strauss Hauer & Feld LLPJames McNicholas, Bank of America Merrill LynchStephen McRae, Atlanta Emerging Markets Inc.Matt Meeker, Novogradac & Company LLPMaria C. Mena, Banco Popular de Puerto RicoAmy Merritt, PNC BankOlivia Mertensmeyer, Capital One BankAngela Migues, Fort Wayne New Markets Revitalization

Fund LLCCarol Mihalic, Kutak Rock LLPScott Mikkelsen, Midwest Renewable Capital






Conference AttendeesAriana Miller, The Salvation Army - Eastern USA TerritoryKade Miller, Snell & WilmerFrederick Miller II, Lathrop & Gage LLPMegan Millin, Ernst & YoungJared Minkoff, Lathrop & Gage LLPMark Mischke, Novogradac & Company LLPBrian Misenheimer, National Cooperative BankThomas Mitchell, SB Friedman Development AdvisorsCraig Mizushima, IFFBill Moller, UPTOWN CONSORTIUM Inc.Jeff Monge, Monge Capital GroupRichard Montgomery, Enhanced Community

Development LLCChristina Moore, American Communities TrustLezly Morales, Chelsea Investment CorporationAlyson Moritz, Development Fund of the Western ReserveMichelle Morlan, National Development CouncilBret Mosher, National Trust Community Investment Corp.

(NTCIC)Daniel Moss, Capital Impact PartnersBob Mulcahy, PrivateBankGarrett Murdock, JPMorgan ChaseGeorge Nagle, Nagle Law LLCErin Neff, Novogradac & Company LLPJulia Nelmark, Midwest Minnesota Community

Development CorporationAdriana Nelson, Penrose Global LLCJane Nelson, Kantor Taylor Nelson Evatt & Decina PCThomas Nelson, Kantor Taylor Nelson Evatt & Decina PCGina Nisbeth, Citibank NMTC CorporationCourtney Nolan, CHASEBruce Noll, Care AllianceGarrett Norcott, Montana Department of CommerceJennifer Novak, Community Reinvestment Fund Inc.Michael Novogradac, Novogradac & Company LLPDennis O’Connor, O’Connor Playdon & GubenDennis O’Connor Jr., Pacific Growth Associates LLCTyler Ohanian, Buchalter NemerMelissa Oka, Perkins CoieJeff Oldham, Bass, Berry & Sims PLCBrad Olmsted, National Community Investment FundJose Ometeotl, Willdan Financial Services

Lacey Osborn, U.S. Bancorp Community Development Corporation

Brian Oxford, CAHECAlison Paige, Capital A Consulting LLCJohn Panno, Bank of America Merrill LynchBrynne Parrish, CHASEAlan Pasternack, Kantor Taylor Nelson Evatt & Decina PCHamang Patel, Michael Best & Friedrich LLPSameer Patel, Holland & Knight LLPSteven Paul, Klein Hornig LLPGreg Peil, Blue River SolutionsHumberto Perez, DL3 Realty LPMonica Petersen, S.B. Clark CompaniesShawn Peterson, Krieg DeVault LLPChris Pierce, Lathrop & Gage LLPSara Pietka, Roeder & Company LLCCrystall Pinkston, Ernst & Young LLPNicolo Pinoli, Novogradac & Company LLPScott Pinover, Wells Fargo Bank NABill Pollard, River Gorge CapitalJarick Poulson, Deloitte Tax LLPKeith Pounds, Capital One BankAustin Power, Novogradac & Company LLPRobert Poznanski, LISC New Markets Support CompanyTerri Preston, Baker Tilly Virchow Krause LLPTammy Propst, Tax Advantage GroupPhilip Pulliam, JPMorgan Chase & Co.Lori Pung, PRHC LLCPhebe Quattrucci, Quattrucci & CompanyTyrone Rachal, Urban Key CDESandra Rahimi, Los Angeles Development FundYvette Ramirez, CHASEAmber Randolph, Deutsche BankRobert Rapoza, Rapoza AssociatesAmanda Read, Novogradac & Company LLPJay Readey, Chicago Lawyers’ Committee for Civil Rights

Under Law Inc.Nicole Record, Community Ventures CorporationRadhika Reddy, Ariel Ventures LLCMatt Reilein, OSPJosh Reinert, Carmody MacDonald PCCyle Reissig, Advantage Capital Partners






Conference AttendeesBob Reiter, Chicago Federation of LaborMatthew Reneau, Chicago TabernacleGuacolda Reyes, The Resurrection ProjectHarriet Reynolds, Crenshaw, Ware & Martin PLCShawn Richard, Elkins PLCErik Rickard, Barnes & Thornburg LLPRyan Rieger, Novogradac & Company LLPJoseph Robertson, Enterprise Community Loan FundDaniel Robeson, Iowa Business Growth CompanyDonna Marie Rodney, Bryan Cave LLPLuis Rodriguez, Goldfarb & Lipman LLPSherrin Rodriguez, CHASEReynold Roeder, Roeder & Company LLCLaura Roman, Wells Fargo Wholesale MarketingMichael Roney, EYEric Rosen, SunTrust Community Capital LLCSteve Ross, SunTrust Community CapitalDale Royal, Invest AtlantaLaTonya Rufus, City of HarveyRobbie Ruminer, The HWH GroupMichael Sanders, Blank Rome LLPChristopher Sansone, Seneca Nation of IndiansDivya Sashti, Empowerment Reinvestment FundJohn Sassaris, MB Financial BankSameer Sawe, TD BankEmily Schaefer, Great Lakes Capital FundJoseph Schanz, Chase BankDon Schappacher, Cinnaire, Formerly Great Lakes Capital

FundDave Scheltz, Affirmative Investments Inc.Cory Schenn, The Resurrection ProjectJeremy Schirra, Squire Patton Boggs (U.S.) LLPJerome Schmahl, National Trust Community Investment

Corp. (NTCIC)Joe Schmidt, IFFMark Schoene, Twain Financial PartnersDavid Schon, Nixon Peabody LLPJoe Schoonover, Bank of LaborMelissa Schramm, CHASEMichael Schulte, BMO Harris BankMarc Schultz, Snell & WilmerSherry Schultz, Elkins PLC

Dave Schulz, Reinhart Boerner Van Deuren S.c.John Sciarretti, Novogradac & Company LLPMary Seaberg King, Invest DetroitVetia Searcy, CHASEDan Seibel, Seibel & Falkner LLPAaron Seybert, CHASENeel Shah, Shah Capital Advisors Inc.Priya Shanker, IFFJarrod Sharp, Thompson Coburn LLPChealon Shears, The Resurrection ProjectJohn Sheehan, U.S. Bancorp Community Development

CorporationBob Sheppard, Holocene Clean EnergyDan Sherman, Capital For CompassionRyanne Shuey, PNC BankWill Shurtleff, Trustmark National BankTed Silva, Capital Impact PartnersJennifer Simmons, Thompson Coburn LLPMyriam Simmons, Ernst & YoungF. Paul Simoneaux, Elkins PLCMatthew Sirianni, Wells Fargo Wholesale MarketingKorinne Smillie, Plante MoranKimberly Smith, Butler Snow LLPBrian Smith, Ernst & Young LLPDonna A. Smith, Smith NMTC Associates LLCHoward J. Smith, Smith NMTC Associates LLCLeigh Ann Smith, Bank of America Merrill LynchTony Smith, SB Friedman Development AdvisorsRodney Sommers, Novogradac & Company LLPMichael Southwick, The Salvation Army - Eastern USA

TerritoryDrew Sova, Stinson Leonard Street LLPAlex Sparhawk, DL3 Realty LPRuth Sparrow, Future Unlimited Law PCCharlie Spies, CEI Capital Management LLCMatt Staarmann, Ross, Sinclaire & Associates LLCJill Steen, Corporation For Supportive HousingRobert Stephan, Perkins CoieAnnette Stevenson, Novogradac & Company LLPAlex Stillpass, RSA NMTC Fund LLCBarry Sturges, Sturges Development GroupBrad Sturges, Sturges Development Group






Conference AttendeesAbi Suarez, Capital Impact PartnersJohn Sullivan, CHASEJoseph Summers, Cross Street PartnersBenjamin Swartzendruber, Applegate&Thorne-Thomsen

PCAndrew Swary, Finance FundChristina Szczepanski, The Reinvestment FundBob Taylor, Morgan StanleyHenry Terrones, Massachusetts Housing Investment Corp.Aileen Thomas, Jones Walker LLPKaren Thomas, MB Financial BankL’Quentus Thomas, Stonehenge Capital Company LLCJessica Thompson, Incentis GroupMary Thompson, Bank of America Merrill LynchLaurel Tinsley, McCormack Baron SalazarChris Tomaselli, Plante & Moran PLLCLiz Tracey, MET ConsultantsJimmy Tran, TELACUJulie Treppa, Coblentz, Patch, Duffy & Bass LLPDavid Trevisani, National Development CouncilKevin Truitt, Chicago Community Loan FundShelly Tucciarelli, Turtle Clan Development Services LLCWilliam Turner, Wells Fargo (NMTC)Dave Umpleby, French Lick Redevelopment CDEKatie Vail, New Jersey Community CapitalJulio Vallejo, Maya Cinemas North America Inc.Cory Van Riper-Rose, Novogradac & Company LLPCarrie Vanderford Sanders, Forward Community

Investments Inc.Tanya Vartivarian, IFFJennifer Veal, Community Inspired Capital Development

LLCJose Villalobos, TELACUNate Voss, Baker Tilly Virchow Krause LLPAda Vowell, U.S. Bancorp Community Development

CorporationMarie Wadler, DentonsNancy Wagner-Hislip, The Reinvestment FundDebby Waid, South Carolina Community Loan FundLeon Walker, DL3 Realty LPSarah Walker, CHASEDirk Wallace, Novogradac & Company LLPKyle Walton, Classic Lake Consulting

Nathan Ware, BakerHostetler LLPTim Washburn, Walgreen Co.Jason Watkins, The Pix Company LLCSteven Watts, Ross GroupMichael Wazlawek, Polsinelli PCJamey Webb, BOK FinancialFrancis Wehrle, Black Hawk Economic Development Inc.Brad Weinberg, Novogradac & Company LLPBruce Weintraub, O’Brien-Staley PartnersJeff Wells, Opportunity FundJoseph Wells, Frost Brown Todd LLCStephen Westbrooks, Affordable Equity Partners Inc.Jennifer Westerbeck, U.S. Bancorp Community

Development CorporationGlen Weyenberg, SVA Certified Public Accountants SCWill Whetstone, American ExpressDebbie Whitacre, Wiggin Properties LLCJonah White, Barnes & Thornburg LLPTheresa White, Cross Street PartnersTim White, Cedar Rapids Bank & TrustShawn Whitney, Spencer Fane Britt & Browne LLPShelley Whittington, Stonehenge Capital Company LLCChuck Wiggin, Wiggin Properties LLCKimberly Williams, Massachusetts Housing Investment

Corp.Rita Williams, The Kroger Co.Michael Williamson, Buchalter NemerJaime Willis, Perkins CoieBrigitte Wilson, Federal Home Loan Bank of ChicagoLee Winslett, Wells Fargo (NMTC)Erik Wishneff, Brian Wishneff & AssociatesAdam Wodka, American Communities TrustAnn Marie Woessner-Collins, JLLJessica Worthington, Nixon Peabody LLPJeffrey Wright, Urban Partnership BankMatthew Wright, National Cooperative BankNicole Wright, U.S. Bancorp Community Development

CorporationRyan Yoss, Novogradac & Company LLPJennifer Young, Novogradac & Company LLPMatt Yunker, Novogradac & Company LLPJacob Zlotoff, Citi Community Capital




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