Overview

Join Cherry Bekaert’s Strategic Financing Services team for a three-part webinar series focused on the New Markets Tax Credit (NMTC) program. This CPE-eligible series is designed for community development organizations and professionals seeking practical insight across three core areas of NMTC activity: project structuring, application development, and compliance and asset management.

Each one-hour session highlights current NMTC considerations and program guidance, with a focus on preparing for allocation rounds, structuring NMTC-financed projects, and managing transactions after closing. Content reflects recent NMTC activity and common considerations for Community Development Entities (CDEs), project sponsors, and other stakeholders.

Participants may register for individual sessions and access additional details, including agendas and speaker information, on the registration site.

Who Should Attend

This series is intended for Community Development Entities (CDEs), project sponsors, financial institutions, and advisors working with NMTC-financed projects in underserved communities.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 3 CPE hours, pending approval
Recommended Field(s) of Study | Taxes, Specialized Knowledge
CPE Capabilities | Technical Expertise/Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Agenda at a Glance

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

Session #1: Structuring NMTC Projects to Align With Program Priorities

Thursday, May 28, 2026, 12:00 PM - 1:00 PM
Session #2: Application Writing: Strategy, Alignment, and Preparation

Thursday, July 30, 2026, 12:00 PM - 1:00 PM
Session #3: NMTC Compliance and Asset Management: Key Considerations and Operational Practices

Thursday, September 24, 2026, 12:00 PM - 1:00 PM
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]
Register Now

For more information, please contact Kelsey Lambert at Kelsey.Lambert@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 Cherry Bekaert Webinars. 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