Session Overview

Join us for a discussion on community development finance program applications, with a focus on how NMTC allocation, State NMTC, and CDFI Financial Assistance (FA) and Technical Assistance (TA) Grant applications reflect organizational strategy and evolving program requirements. This one-hour, CPE-eligible session examines key elements of application preparation and alignment across these programs.

This session will cover foundational components organizations should establish prior to application development, aligning narrative content and data with federal and state program guidance, and considerations related to allocation and capital deployment, capacity building, and ongoing program compliance. The discussion will also address common challenges and areas frequently reviewed during the evaluation process for NMTC, State NMTC, and CDFI Fund grant applications.

Learning Objectives

Participants will be able to:

• Understand how the NMTC allocation, State NMTC, and CDFI FA/TA Grant applications inform and reflect an organization’s overall strategy
• Identify key components of a well-structured NMTC, State NMTC, and CDFI Fund applications
• Recognize how federal and state program guidance influences application content, priorities and supporting data
• Describe considerations related to deployment, implementation and reporting as reflected in these applications

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