Note: Session content will remain flexible to incorporate timely updates and evolving market conditions.

Become forward-thinking on next steps in community development with this session, where we will explore the strategic actions organizations can take to elevate their impact in communities. Our professionals will delve into a comprehensive approach to assessing organizational strengths and weaknesses, setting strategic goals and charting an efficient path for growth and mission fulfillment.

We will focus on building robust foundations for community development, including leveraging tools such as New Markets Tax Credits (NMTCs) and other funding mechanisms. Participants will gain insights into identifying key organizational assets, developing strategic visions and implementing actionable steps to enhance community impact. Additionally, the session will cover how organizations can position themselves effectively as Community Development Entities (CDEs) and financial institutions to access greater opportunities for growth and community engagement.

Session #3 Learning Objectives:

• Conduct a thorough assessment of organizational strengths and opportunities for growth.
• Explore strategies for becoming a successful CDE and Financial Institution.
• Develop a roadmap for strategic growth and enhanced community impact using available funding resources.

Session #3 Total CPE Hours: 1

Note: Session content will remain flexible to incorporate timely updates and evolving market conditions.

Learn about the importance of application writing for New Markets Tax Credits (NMTCs). Cherry Bekaert’s team members will give an overview of the application process, equipping participants with the foundational knowledge needed to navigate the complexities of NMTC application writing, compliance and reporting. As the guiding document for a Community Development Entity (CDE), the NMTC application serves as a roadmap for executing the CDE's goals and objectives.

We will explore the intricacies of application writing, including the deployment of allocations, compliance requirements, and the management of NMTC investments. The session aims to help organizations streamline their application process and maintain successful capital deployment, setting the stage for further detailed instruction once a new director is appointed.

Session #4 Learning Objectives:

• Understand how the NMTC application informs a CDE’s allocation agreement.
• Explore the parameters surrounding the deployment of NMTC allocations.
• Gain insights into CDFI compliance and reporting, including community outcomes tracking.
• Learn the steps involved in managing NMTC investments.

Session #4 Total CPE Hours: 1