Overview

Join us in Jacksonville for a collaborative discussion focused on how New Markets Tax Credit deals are sourced, structured and closed in today’s environment. Bringing together Community Development Entities (CDEs), project sponsors, advisors, and local leaders, this summit combines practical education, real-world insights and meaningful networking opportunities.

Explore what makes projects competitive, learn strategies for maximizing NMTC transactions and connect with key stakeholders driving community investment across the region.

Who Should Join?

This summit is designed for CDEs, developers, nonprofit leaders, project sponsors, lenders, investors, attorneys, accountants, economic development professionals and advisors interested in leveraging the New Markets Tax Credit program to advance impactful projects and community investment initiatives.

Location

For More Information

For more information, please contact Kelsey Lambert.

Agenda At-a-Glance

Tuesday, October 6

9:00 - 9:45 A.M.
Registration & Networking

9:45 - 10:00 A.M.
Welcome & Opening Remarks

10:00 - 10:30 A.M.
NMTC Program Overview

10:30 - 11:00 A.M.
The Art of the Deal

11:00 - 11:30 A.M.
Project Case Study

11:30 A.M. - 12:00 P.M.
Q&A and Next Steps

12:00 - 1:00 P.M.
Closing Remarks & Networking

Presented By

Featured Speakers

Director of Impact Investing

Jessie Ball duPont Fund

Executive Director

LISC Jacksonville

Project Finance Manager

Cherry Bekaert

Chief Executive Officer

Downtown Investment Authority