New Markets Tax Credit Program: Regional Workshops—The Next Tool for Community Development Financing
July 23, 2002
Federal Reserve Bank of Dallas

Agenda

• Welcome
   
• Overview of NMTC Program
   
• Community Development Entity Certification
  CDFI Fund representatives discuss the CDE certification process and demonstrate the on-line help desk.
   
• Allocation of NMTCs
  CDFI Fund representatives discuss how to apply for a tax credit allocation.
   
• Lunch and Roundtable Discussions
   
• Breakout Sessions
  • Session A: Business Lending Case Study
  • Session B: Real Estate Development Model
  • Session C: Venture Capital Model
     
• Investing in Community Development Entities
  Potential investors give perspectives on investing in NMTCs
   
• Questions and Answers
  CDFI Fund representatives, community development experts and potential investors entertain questions.

Speakers

Representatives from the CDFI Fund
Washington, D.C.

Frank Altman
President and CEO

Claudette Konola
Director of Training and Technical Assistance
Community Reinvestment Fund

Charles R. Werhane
Fund Manager—Enterprise Communities Fund
The Enterprise Social Investment Corp.

Brian T. Schmitt
Research Director
Community Development Venture Capital Alliance

James W. Feild
Senior Vice President
Community Development Banking
Bank of America

Daniel Letendre
Vice President

Dudley Benoit
Assistant Vice President
Community Development Group/Commercial Lending
JP Morgan Chase