New Markets Tax Credit Steering Committee

(NMTC Steering Committee Only)

NMTC Legislative & Washington Update

Structuring a Leveraged Transactions in Today's Marketplace

Michael Sanders, Blank Rome LLP, Washington, DC

Ira Weinstein, Reznick Group, Baltimore, MD

Bill Whitman, Telesis Corp., Washington, DC

Eric Rosen, SunTrust Community Capital, Atlanta, GA

Claudia Robinson, Bank of America, Washington, DC

CASE STUDIES: Blending New Markets Tax Credits with Historic Tax Credits to Get Deals Done

Fred Phillips, Overlook Associates, Boston, MA

Miriam Vock Sheehan, Nolan Sheehan Patten LLP, Boston, MA

John Mackey, Reznick Group, Boston, MA

Bill MacRostie, MacRostie Historic Advisors, Washington, DC

Joel Cohn, Reznick Group, Baltimore, MD

Networking Lunch & Keynote Address

Legal, Accounting and Regulatory Hot Topics

Jerry Breed, Brian Cave LLP, Washington, DC

Brad Elphick, Novogradac & Company, Alpharetta, GA

Thane Hodson, Kutak Rock LLP, Washington, DC

Tracy Perry, Ballard Spahr Andrews & Ingersoll, LLP, Washington, DC

Measuring Community Benefit of New Markets Tax Credit Transactions

Terri Preston-Koenig, Valued Advisor Fund, Madison, WI

James Riggs, Real Property Research Group, Inc., Columbia, MD

Joe Wesolowski, Enterprise Community Partners, Columbia, MD

CASE STUDIES: Leveraging NMTC for Educational Facilities

• Structuring Charter Schools and Educational Facilities Using New Markets Tax Credits

• Incorporating New Education Infrastructure Funds Into NMTC Transactions

Debbie La Franchi, SDS Solutions, Los Angeles, CA

Elka Sachs, Krokidas & Bluestein LLP, Boston, MA

Claudia Robinson, Bank of America, Washington, DC

Terri Preston-Koenig, Valued Advisor Fund, Chicago, IL

Michelle Volpe, Boston Community Capital, Boston, MA

NH&RA Board of Directors Meeting

(Directors Only)

NH&RA Board of Directors Dinner

(Directors + Spouses Only)