Upcoming Sessions

From Strategic Planning to Implementation

Tuesday, August 27, 2024, 12:00 PM - 1:00 PM

Implementing a strategic plan to accomplish your organizational and community goals is crucial to obtaining and securing lasting impact. However, this can prove daunting for community development organizations. Join this session to learn more about how community development organizations can execute their strategic plans, from capitalization strategies to community impact reporting.

A common misconception many organizations have regarding New Market Tax Credits (NMTCs) is the belief that the program is not a good fit for them. During this session, our knowledgeable team members will talk about best practices to receive project funding through the Community Development Financial Institutions Fund and institutional investors and how to have a lasting impact on the community. Participants will come away with a deeper understanding of project financing capitalization and how to secure or provide funding through the NMTC program.

Learning Objectives:

  • Acquire more insights on implementing your community development strategy
  • Identify CDFI grant components and how to retain the financial value
  • Apply best practices when seeking funding from institutional lenders
  • Identify how NMTC allocations can benefit your organization
Laurel Tinsley - Cherry Bekaert
Jason Callaham - Cherry Bekaert
LaShawn Taylor - Cherry Bekaert


Becoming a Trusted Community Development Entity

Tuesday, September 24, 2024, 12:00 PM - 1:00 PM

Join this session to learn about the important role of certified Community Development Entities (CDEs) in community development through the New Market Tax Credit (NMTC) program. As a certified CDE, organizations have unique opportunities and obligations to make a difference in the community. Our team of experts will guide you through the advantages of certification and the certification process, including the additional opportunities to engage with your community through other funding programs and participation in local economic development initiatives.

We will explore the crucial role CDEs play in deploying NMTC allocations to support larger community initiatives and discuss best practices for managing community relationships to ensure the greatest impact.

By attending this webinar, you will gain a broader understanding of the role CDEs play in community development and come away with actionable strategies to succeed in this important work. Don't miss out on this opportunity to learn from our knowledgeable team members and take your community development efforts to the next level.

Learning Objectives:

  • Analyze the intricacies of a CDE and the community
  • Determine the advantages of becoming an effective CDE
  • Acquire a deeper understanding of the advisory board’s role in project financing
Jason Callaham - Cherry Bekaert
Emma Wyatt - The Innovate Fund
Laina Wolf - Cherry Bekaert


Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]