Join our Upcoming Virtual Speaker Series!

Overview

Join Cherry Bekaert’s Strategic Financing Services team’s New Markets Tax Credit (NMTC) webinar series. This series is dedicated and designed to community development organizations and companies interested in, or currently involved in NMTCs. The series will provide valuable insights into the various aspects to obtain and manage a NMTC allocation for your project, including how community development organizations can dive further in their missions with the necessary tools to get there.

Review the registration site to learn more about each session and the speakers’ information. You will be able to register individually, select which sessions you wish to attend, and then add the information to your calendar.

Who Should Attend

This program is designed for Executive Directors, Chief Financial Officers, Chief Development Officers, Controllers, Community Development Entities, CDFIs, and  Commercial Loan Officers.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 4 CPE, pending approval
Recommended Field(s) of Study | Specialized Knowledge
CPE Capabilities | Technical Expertise/Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 


Attendees who participate in full will receive one hour of CPE per session, free of charge. View sessions for the learning objectives. Sessions will occur on different days, so please be sure to select all sessions you wish to attend. 

Agenda At-a-Glance

Attendees who participate will receive one hour of CPE for each session selected and attended.

Demystifying the Grant Writing Process to Access New Markets Tax Credits (NMTCs)

Tuesday, June 25, 2024, 11:00 AM - 12:00 PM
How to Gain a Competitive Advantage and Unlock Access to Scarce Resources

Wednesday, July 24, 2024, 12:00 PM - 1:00 PM
From Strategic Planning to Implementation

Tuesday, August 27, 2024, 12:00 PM - 1:00 PM
Becoming a Trusted Community Development Entity

Tuesday, September 24, 2024, 12:00 PM - 1:00 PM
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

For more information, please contact Lindsey Jenkins at lindsey.jenkins@cbh.com.

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:

  • There will be 4 polling questions per hour of each session.
  • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
  • Polling questions will not be announced in advance.
  • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
  • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
  • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
  • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org