Session Overview

Join us for a discussion on NMTC compliance and asset management throughout the compliance period. This one-hour, CPE-eligible session provides an overview of key requirements and day-to-day practices that support ongoing transaction oversight.

This session will cover monitoring requirements, investor reporting, transaction-level oversight, and considerations related to multi-CDE and multi-project structures. The discussion will also address common compliance issues and operational approaches organizations use to manage asset portfolios while maintaining alignment with NMTC requirements.

Learning Objectives

Participants will be able to:

• Identify core NMTC compliance and asset management responsibilities
• Recognize common compliance issues and risk areas in NMTC transactions
• Understand considerations related to investor reporting and transaction oversight
• Discuss operational practices used to support NMTC compliance and asset management