SEE WHAT’S INSIDE - Novogradac & Company LLP | · Thomas Stephens Dentons Michael Goldman Nixon...

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SEE WHAT’S INSIDE

Transcript of SEE WHAT’S INSIDE - Novogradac & Company LLP | · Thomas Stephens Dentons Michael Goldman Nixon...

Page 1: SEE WHAT’S INSIDE - Novogradac & Company LLP | · Thomas Stephens Dentons Michael Goldman Nixon Peabody LLP 2:30 – 2:45 p.m. Break 2:45 – 3:45 p.m. Small Business Loan Funds

SEE WHAT’S INSIDE

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Conference Agenda (subject to change)

Thursday, Jan. 22, 20158 – 9 a.m.Registration and Networking Breakfast

9 – 9:15 a.m.

Welcome Address

Owen Gray Novogradac & Company LLP

9:15 – 9:30 a.m.Keynote Address

Rosa Martinez Associate Program Manager, CDFI Fund

9:30 – 10:30 a.m.Washington WireAs tax reform discussions continue to take shape, learn who the key players are in Congress, and hear how to make the case for the NMTC. Plus, panelists will provide an update on the status of current legislative proposals to extend the NMTC.

Michael Novogradac Novogradac & Company LLP

Alison Feighan Rapoza Associates

Jeff McMillen Akin Gump Strauss Hauer & Feld LLP

10:30 –10:45 a.m.Break

10:45 a.m. – NoonInvestor RoundtableInvestors will discuss their perspectives on the current state of new markets investing. What is investor appetite as we head into 2015, a growing economy and the changes on Capitol Hill?

John Sciarretti Novogradac & Company LLP (Moderator)

Tracy Burton Wells Fargo

Seth Bosworth Capital One

En Jung Kim Chase

Thomas Oldenburg US Bancorp CDC

Mary Thompson Bank of America Merrill Lynch

Noon – 1:30 p.m.Luncheon

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Conference Agenda (subject to change)

Thursday, Jan. 22, 2015

Breakout Session 11:30 – 2:30 p.m.NMTC Case StudyAs the saying goes, experience is often the best teacher. In that spirit, panelists will present a case study review of a real-world new markets tax credit investment. Walk through the deal’s challenges and solutions to identify strategies and best practices that can be applied to your next new markets development.

Brad Elphick Novogradac & Company LLP

Elaine DiPietro Enterprise Community Investment Inc.

Scott Hammel Husch Blackwell LLP

Joel Superfon Dudley Ventures

2:30 – 2:45 p.m.Break

2:45 – 3:45 p.m.Not-for-Profit ConsiderationsPanelists will explain educating the Board on NMTCs and explaining why it’s not “free money.”

Mike Kressig Novogradac & Company LLP

Beth Bergman Bergman and Allderdice

Darryl Jacobs Ginsberg Jacobs LLC

Brian Weaver Stinson Leonard Street

3:45 – 4 p.m.Break

4 – 5 p.m.Preparing for NMTC Allocation AwardsAwards are expected to be made in spring 2015. Learn from the experts what you can do now to secure allocation for your project.

Nicolo Pinoli Novogradac & Company LLP

Steve Kramer US Bancorp CDC

Timothy Karp Chase

Kandi Jackson NTCIC

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Conference Agenda (subject to change)

Thursday, Jan. 22, 2015

Breakout Session 21:30 – 2:30 p.m.Twinning Renewables and NMTCsFind out which renewable energy tax credits work best with the NMTC. Panelists will discuss how they are structured, community impact considerations and more.

Matt Meeker Novogradac & Company LLP

Thomas Stephens Dentons

Michael Goldman Nixon Peabody LLP

2:30 – 2:45 p.m.Break

2:45 – 3:45 p.m.Small Business Loan Funds Find out who is doing small business loan funds, the challenges they’re facing and solutions they’ve found.

Thomas Boccia Novogradac & Company LLP

David Gibson PNC Bank

Merrill Hoopengardner Advantage Capital Group

Jared Minkoff Lathrop & Gage

Bob Stephan Perkins Coie LLP

3:45 – 4 p.m.Break

4 – 5 p.m.

NMTC Compliance Hot TopicsJoin experts of the NMTC industry for a roundtable discussion about the most pressing issues and hot topics regarding NMTC compliance. This is your chance to leverage the expertise of the panel and ask your compliance questions.

Frank Buss Novogradac & Company LLP

David Brenner Husch Blackwell LLP

Laurel Tinsley McCormack Baron Salazar

Dana Weiss Squire Patton Boggs (US) LLP

5 – 7 p.m.Harborside Reception

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Conference Agenda (subject to change)

Friday, Jan. 23, 2015

8 – 9 a.m.Registration and Continental Breakfast

9 – 9:15 a.m.Keynote Address

California State Assemblyman Jose Medina, D-Riverside

9:15 – 10:15 a.m.Lessons Learned in 2014Now that 2014 is behind us, hear experts discuss the top lessons learned over the past year. Attendees will have the opportunity to offer their top lessons learned to compare with the experts.

Rebecca Darling Novogradac & Company LLP

James Howard Dudley Ventures

Scott Lindquist Dentons

Neil Faden Manatt Phelps & Phillips

10:15 – 10:30 a.m.Break10:30 – 11:30 a.m.Measuring Community Impact vs. Economic Impact Learn what community impact vs. economic impact is, how they are measured and how to use data from each.

Gregory Clements Novogradac & Company LLP

Kermit Billups Greenline Ventures

David Grubman Novogradac & Company LLP

Amy Laughlin Low Income Investment Fund

Steve MacDonald SDS Group

11:30 a.m.Conference Concludes

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Attendee List Pre-Conference Workshop: NMTC 101: The Basics (alphabetical by name)

Oscar Alvarado, Century HousingFarah Ansari, National Community Investment FundMaria Arguelles, Civic San Diego Economic Growth And Neighborhood Investment FundRon Ayers, Covered Bridge Company LLCPam Berkowitz, IndividualSusan Boniella, City of Las Vegas NevadaHanan Bowman, City Heights Community Development CorporationPavlin Buchukov, Genesis LAFrank Buss, Novogradac & Company LLPPete Byford, Tax Advantage GroupTreopia Cannon, BMO HarrisArnold Cerdinio, Civic San Diego Economic Growth And Neighborhood Investment FundNatalie Chavez, Novogradac & Company LLPRoy Chou, Novogradac & Company LLPSylvia Chousal, Civic San Diego Economic Growth And Neighborhood Investment FundBrian Confrey, Ernst & YoungNicole Corn, Legacy One Development CorporationBarbara Crowley-Alexander, Hacienda CDCMelanie Cruz, Bergman And AllderdiceSam Davis, Venture Financial GroupJon Day, Majestic Realty Co.Steve Dean, DAI Management Consultants Inc.Pratixa Desai, PNC BankEddy Edwards, Keweenaw Bay Ojibwa Housing & Community Development Corp.Destin Ferdun, The Housing Development CenterDiane Ferris, Civic San Diego Economic Growth And Neighborhood Investment FundGregg Fuerstenberg, JLLJoseph Gonzalez, BBVA CompassKevin Ham, City of VistaMary Beth Hubner, Holland & Knight LLPWestley Huynh, Novogradac & Company LLPAmber Jackson, Metro BankMark Johnson, Community Ventures CorporationDeborah Kamprath, Nevada HANDBrett Kenney, Coquille Indian TribeMallory Klein, PNC BankDeborah Koski, Nonprofit Finance FundJamillah Lamb, Capital One BankCharles Lee, Mountain West Investment CorporationSean Leonard, DentonsNicole Letellier, Opportunity Fund

Alma Martinez, Maya Cinemas North America Inc.Kathryn Metzger, Thompson Coburn LLPJohn Meyer, City of VistaJohn Miller, Milwaukee Economic Development CorporationErik Miranda, WNC & Associates Inc.Kelly Moden, Jacobs Center For Neighborhood InnovationSheena Moody, Wells FargoKatherine Murtha, Nonprofit Finance FundWanda Nations, Civic San Diego Economic Growth And Neighborhood Investment FundSonia Nayak, Nixon Peabody LLPAdriana Nelson, Penrose Global LLCDominic O’Dierno, IPR Consulting Inc.Paul Ohta, St. Joseph HealthJohn Panno, Bank of America Merrill LynchShefali Patel, SunTrust BankKate Perry, Independent BankTed Piccolo, Northwest Native Development FundJosh Rogers, Titan DevelopmentKyle Rogers, Brownfields & NPL Reuse SectionShawn Rogers, Community Ventures CorporationPam Rojas, Civic San Diego Economic Growth And Neighborhood Investment FundMarsha Ruddle, CASTODaniel Sachs, Majestic Realty Co.Luana Santana, Genesis LAEstee Segal, Capital Impact PartnersRichard Seges, Civic San Diego Economic Growth And Neighborhood Investment FundBryan Selzer, Enterprise Bank & TrustRobert Senko, ACC MortgageRyan Sims, US Bancorp Community Development CorporationCurtis Smith, WNC & Associates Inc.Florentino Soria, PNC BankDennis Stoecklin, Concordia UniversityNikki Strizich, Montana Community Development CorporationCourtney Lee Tawresey, Husch Blackwell LLPJo Ann Wilkerson, FDICAnn Marie Woessner-Collins, JLLKimberly Wojcik, Ernst & Young

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Attendee List Pre-Conference Workshop: NMTC 101: The Basics (alphabetical by company)

Robert Senko, ACC MortgageJohn Panno, Bank of America Merrill LynchJoseph Gonzalez, BBVA CompassMelanie Cruz, Bergman And AllderdiceTreopia Cannon, BMO HarrisKyle Rogers, Brownfields & NPL Reuse SectionEstee Segal, Capital Impact PartnersJamillah Lamb, Capital One BankMarsha Ruddle, CASTOOscar Alvarado, Century HousingHanan Bowman, City Heights Community Development CorporationSusan Boniella, City of Las Vegas NevadaKevin Ham, City of VistaJohn Meyer, City of VistaMaria Arguelles, Civic San Diego Economic Growth And Neighborhood Investment FundArnold Cerdinio, Civic San Diego Economic Growth And Neighborhood Investment FundSylvia Chousal, Civic San Diego Economic Growth And Neighborhood Investment FundDiane Ferris, Civic San Diego Economic Growth And Neighborhood Investment FundWanda Nations, Civic San Diego Economic Growth And Neighborhood Investment FundPam Rojas, Civic San Diego Economic Growth And Neighborhood Investment FundRichard Seges, Civic San Diego Economic Growth And Neighborhood Investment FundMark Johnson, Community Ventures CorporationShawn Rogers, Community Ventures CorporationDennis Stoecklin, Concordia UniversityBrett Kenney, Coquille Indian TribeRon Ayers, Covered Bridge Company LLCSteve Dean, DAI Management Consultants Inc.Sean Leonard, DentonsBryan Selzer, Enterprise Bank & TrustBrian Confrey, Ernst & YoungKimberly Wojcik, Ernst & YoungJo Ann Wilkerson, FDICPavlin Buchukov, Genesis LALuana Santana, Genesis LABarbara Crowley-Alexander, Hacienda CDCMary Beth Hubner, Holland & Knight LLPCourtney Lee Tawresey, Husch Blackwell LLPKate Perry, Independent BankPam Berkowitz, IndividualDominic O’Dierno, IPR Consulting Inc.Kelly Moden, Jacobs Center For Neighborhood Innovation

Gregg Fuerstenberg, JLLAnn Marie Woessner-Collins, JLLEddy Edwards, Keweenaw Bay Ojibwa Housing & Community Development Corp.Nicole Corn, Legacy One Development CorporationJon Day, Majestic Realty Co.Daniel Sachs, Majestic Realty Co.Alma Martinez, Maya Cinemas North America Inc.Amber Jackson, Metro BankJohn Miller, Milwaukee Economic Development CorporationNikki Strizich, Montana Community Development CorporationCharles Lee, Mountain West Investment CorporationFarah Ansari, National Community Investment FundDeborah Kamprath, Nevada HANDSonia Nayak, Nixon Peabody LLPDeborah Koski, Nonprofit Finance FundKatherine Murtha, Nonprofit Finance FundTed Piccolo, Northwest Native Development FundFrank Buss, Novogradac & Company LLPNatalie Chavez, Novogradac & Company LLPRoy Chou, Novogradac & Company LLPWestley Huynh, Novogradac & Company LLPNicole Letellier, Opportunity FundAdriana Nelson, Penrose Global LLCPratixa Desai, PNC BankMallory Klein, PNC BankFlorentino Soria, PNC BankPaul Ohta, St. Joseph HealthShefali Patel, SunTrust BankPete Byford, Tax Advantage GroupDestin Ferdun, The Housing Development CenterKathryn Metzger, Thompson Coburn LLPJosh Rogers, Titan DevelopmentRyan Sims, US Bancorp Community Development CorporationSam Davis, Venture Financial GroupSheena Moody, Wells FargoErik Miranda, WNC & Associates Inc.Curtis Smith, WNC & Associates Inc.

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Attendee List Pre-Conference Workshop: Advanced NMTC Concepts (alphabetical by name)

Susan Albers, Chief IndustriesDavid Altman, IPR Consulting Inc.Scott Auyong, City of Las Vegas NevadaAnnette Ballew, Heart of Texas Community Health CenterRobb Baubie, Pulte Capital Partners LLCKristine Beaird, Phoenix Community Development & Investment Corporation (PCDIC)Catherine Blume, Enhanced Community Development LLCTom Boman, Novogradac & Company LLPSal Bondi, Deloitte Tax LLPEric Bordenave, City of Las Vegas NevadaMike Broullire, Neighborhood Associates CorporationPatricia Broullire, Telesis CorporationDorian Butts, Capital One NAScott Carter, City of Las Vegas NevadaTom Clausen, Accion Texas Inc.Jarrod Connors, Holland & Knight LLPRoss Cornelius, Walsh Construction Co.Melinda Costa, Volunteers of AmericaJem Dicioco, Genesis LADavid Dunavant, Monogram Food Solutions LLCSarah Fitzgerald, Montana Community Development CorporationRyan Gilbert, Alaska Growth CapitalJessica Glynn Worthington, Nixon Peabody LLPRachel Golden, Montana Community Development CorporationEve Goldstein-Siegel, Low Income Investment FundSimone Gross, Manatt Phelps & Phillips LLPChristian Henning, Christian Companies LLCLorenzo Hibbitts, KeybankGary Hollier, Capital OneTom Holter, Baker Tilly Virchow Krause LLPChris Hwang, Novogradac & Company LLPNick Ives, Novogradac & Company LLPTony Johnson, Heritage Preservation IncMargaret Jung, Goldfarb & Lipman LLPChris Kanstrup, Retirement Housing FoundationSara King, Portland Public SchoolsDylan Luther, Baker Tilly Virchow Krause LLPBrittany Mack, Walgreen CoLisa Majernik, PNC BankMelissa McDonald, Raza Development Fund Inc.Clarence McGregor, Rural Development Partners

Yanderi Montano, TELACURudy Murgo, Ecotrust Forest Management IncKim Nash, Equity Communuity BuildersJulia Nelmark, Midwest Minnesota Community Development CorporationAllen Patterson, Heart of Texas Community Health CenterAndrew Phillips, Civic San Diego Economic Growth And Neighborhood Investment FundNicolo Pinoli, Novogradac & Company LLPAnders Plett, Retirement Housing FoundationBill Pollard, River Gorge CapitalBill Pulte, Pulte Capital Partners LLCRadhika Reddy, Ariel Ventures LLCCyle Reissig, Novogradac & Company LLPLuis Rodriguez, Goldfarb & Lipman LLPJames Simmons, SB FriedmanKim Smith, Butler Snow LLPPhilip Stoeckinger, City of Las Vegas NevadaJames Tippit, Independent BankMarina Titova, National Community Investment FundDavid Trilling, Ginsberg Jacobs LLCLauren Van Dyke, Advantage Capital PartnersIngrid VanBiber, Polsinelli PCRod Walker, Oregon Child Development CoalitionTim Washburn, Walgreen Co.Andrew Wimbish, Legacy One Development CorporationJack Zaremba, Orr & Reno P.A.Ron Zweber, Bremer Bank

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Attendee List Pre-Conference Workshop: Advanced NMTC Concepts (alphabetical by company)

Tom Clausen, Accion Texas Inc.Lauren Van Dyke, Advantage Capital PartnersRyan Gilbert, Alaska Growth CapitalRadhika Reddy, Ariel Ventures LLCTom Holter, Baker Tilly Virchow Krause LLPDylan Luther, Baker Tilly Virchow Krause LLPRon Zweber, Bremer BankKim Smith, Butler Snow LLPGary Hollier, Capital OneDorian Butts, Capital One NASusan Albers, Chief IndustriesChristian Henning, Christian Companies LLCScott Auyong, City of Las Vegas NevadaEric Bordenave, City of Las Vegas NevadaScott Carter, City of Las Vegas NevadaPhilip Stoeckinger, City of Las Vegas NevadaAndrew Phillips, Civic San Diego Economic Growth And Neighborhood Investment FundSal Bondi, Deloitte Tax LLPRudy Murgo, Ecotrust Forest Management IncCatherine Blume, Enhanced Community Development LLCKim Nash, Equity Communuity BuildersJem Dicioco, Genesis LADavid Trilling, Ginsberg Jacobs LLCMargaret Jung, Goldfarb & Lipman LLPLuis Rodriguez, Goldfarb & Lipman LLPAnnette Ballew, Heart of Texas Community Health CenterAllen Patterson, Heart of Texas Community Health CenterTony Johnson, Heritage Preservation IncJarrod Connors, Holland & Knight LLPJames Tippit, Independent BankDavid Altman, IPR Consulting Inc.Lorenzo Hibbitts, KeybankAndrew Wimbish, Legacy One Development CorporationEve Goldstein-Siegel, Low Income Investment FundSimone Gross, Manatt Phelps & Phillips LLPJulia Nelmark, Midwest Minnesota Community Development CorporationDavid Dunavant, Monogram Food Solutions LLCSarah Fitzgerald, Montana Community Development CorporationRachel Golden, Montana Community Development CorporationMarina Titova, National Community Investment FundMike Broullire, Neighborhood Associates Corporation

Jessica Glynn Worthington, Nixon Peabody LLPTom Boman, Novogradac & Company LLPChris Hwang, Novogradac & Company LLPNick Ives, Novogradac & Company LLPNicolo Pinoli, Novogradac & Company LLPCyle Reissig, Novogradac & Company LLPRod Walker, Oregon Child Development CoalitionJack Zaremba, Orr & Reno P.A.Kristine Beaird, Phoenix Community Development & Investment Corporation (PCDIC)Lisa Majernik, PNC BankIngrid VanBiber, Polsinelli PCSara King, Portland Public SchoolsRobb Baubie, Pulte Capital Partners LLCBill Pulte, Pulte Capital Partners LLCMelissa McDonald, Raza Development Fund Inc.Chris Kanstrup, Retirement Housing FoundationAnders Plett, Retirement Housing FoundationBill Pollard, River Gorge CapitalClarence McGregor, Rural Development PartnersJames Simmons, SB FriedmanYanderi Montano, TELACUPatricia Broullire, Telesis CorporationMelinda Costa, Volunteers of AmericaBrittany Mack, Walgreen CoTim Washburn, Walgreen Co.Ross Cornelius, Walsh Construction Co.

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Laura Ada Vowell, US Bancorp Community Development CorporationJohn Adamucci, Community Funding GroupWilliam Adamucci, Community Funding GroupSusan Albers, Chief IndustriesMichael Allderdice, Bergman And AllderdiceRichard Allen, The Salvation ArmyEmily Alt, American Communities TrustDavid Altman, IPR Consulting Inc.Oscar Alvarado, Century HousingFarah Ansari, National Community Investment FundTim Arick, TELACUVirginie Arnaud Le Pape, Capital Impact PartnersJeff Arnold, Leverage Law Group LLCChris Arthur, National Community RenaissanceOla Assem, Cleopatra Inc.Jerry Atkins, Bellwether Enterprise Real Estate CapitalRon Ayers, Covered Bridge Company LLCJamie Badgley, CBO Financial Inc.Vineet Baid, Wells Fargo Bank N.A.Teri Baker, Novogradac & Company LLPLibby Ballard, Charleston West Side Main StreetMike Ballard, Ballard ConsultingAnnette Ballew, Heart of Texas Community Health CenterStephanie Barrett, Bank of America Merrill LynchEstelle Bartholow, Wells Fargo Bank N.A.Ryan Barton, Community Impact FundNaomi Baruch, MassDevelopment Finance AgencyRobb Baubie, Pulte Capital Partners LLCKristine Beaird, Phoenix Community Development & Investment Corporation (PCDIC)Lisa Berden, Miller CanfieldBeth Bergman, Bergman And AllderdiceAlexandra Bernard, Novogradac & Company LLPMichael Bernier, Ernst & YoungDom Betro, Family Services AssociationKermit Billups, Greenline Ventures LLCDiane Binnick, The Binnick GroupBill Blake, Theatre For Children Inc.Deborah Blanc, Mascoma Savings BankGreg Blanck, U.S. BankHamilton Blanton, Capital OneMonica Blanton, River Gorge Capital

Dan Blocher, US Bancorp Community Development CorporationCatherine Blume, Enhanced Community Development LLCThomas Boccia, Novogradac & Company LLPKevin Boes, LISC New Markets Support CompanyTom Boman, Novogradac & Company LLPSal Bondi, Deloitte Tax LLPEric Bordenave, City of Las Vegas NevadaSeth Bosworth, Capital OneShirley Boubert, DC Housing EnterprisesHanan Bowman, City Heights Community Development CorporationWhitney Boyer, US Bancorp Community Development CorporationKaren Breckenridge, Breckenridge Consulting ServicesPaul Breckenridge, Breckenridge Consulting ServicesJerry Breed, Bryan Cave LLPKathy Breedlove, Chelsea Investment CorporationRyan Brennan, Advantage Capital PartnersDavid Brenner, Husch Blackwell LLPEd Briscoe, Weave Social Finance LLCMike Broullire, Neighborhood Associates CorporationJenna Brown, US Bancorp Community Development CorporationSuzanne Brown, Equity Communuity BuildersTony Brown, Riviera Beach Community Redevelopment AgencyChristine Brynaert, Deloitte Tax LLPPavlin Buchukov, Genesis LAHeather Buethe, US Bancorp Community Development CorporationJohn Bullock, Crawford Holdings LLCTighe Bullock, Crawford Holdings LLCBarry Burns, Kutak Rock LLPTracy Ericson Burton, Wells Fargo Bank N.A.Frank Buss, Novogradac & Company LLPMaria Bustria-Glickman, US Bancorp Community Development CorporationDorian Butts, Capital One NAPete Byford, Tax Advantage GroupDouglas Bystry, Clearinghouse CDFIOrlando Cabrera, Squire Patton Boggs (US) LLPBrad Calloway, First NBC BankHugn Cameron, O’Brien-Staley PartnersJane Campbell, National Development CouncilTreopia Cannon, BMO HarrisTerry Carpenter, Rural Development Partners LLCCharles Cayton, HWH Group

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

John Chamberlain, Capital OneKathy Chao Rothberg, Lao Family Community Development Inc.Robert Chavez, Urban Corps of San Diego CountyLloyd Chee, Kantor Taylor Nelson Evatt & Decina PCWah Chen, InSite Development LLCRoland Chi, Banyan Tree EnterprisesCharles Ching, City of San PabloChris Chorebanian, Los Angeles Development FundRoy Chou, Novogradac & Company LLPStephanie Chow, Novogradac & Company LLPLeslay Choy, San Pablo Economic Development CorporationJustin Chubb, Novogradac & Company LLPSteve Clark, S.B. Clark CompaniesTom Clausen, Accion Texas Inc.John Clawson, Equity Community BuildersGreg Clements, Novogradac & Company LLPKelly Clements, PNC BankDavid Clower, Raza Development Fund Inc.David Cohan, PeaksCo LLCBrian Confrey, Ernst & YoungCarol Conner, St. Joseph HealthJarrod Connors, Holland & Knight LLPNicole Corn, Legacy One Development CorporationRoss Cornelius, Walsh Construction Co.John Cornell, Nixon Peabody LLPMelinda Costa, Volunteers of AmericaRobert Cowan, Bocarsly Emden Cowan Esmail & Arndt LLPTJ Cox, Central Valley NMTC Fund LLCJonathan Crawford, Stonehenge Capital Company LLCPatrick Crow, Woodward Development CorpShelly Crowder, Enterprise Community InvestmentRoss Culverwell, Northern California Community Loan FundCraig Dale, Capital Peak Partners LLCPamela Daniels-Halisi, BMO Harris BankRebecca Darling, Novogradac & Company LLPSam Davis, Venture Financial GroupJon Day, Majestic Realty Co.Tom De Simone, Genesis LASam Deal, Renaissance Equity Partners LLCJoe Dean, Ernst And YoungSteve Dean, DAI Management Consultants Inc.

Tamar deFries, Pacific Growth Associates LLCRon DeGrandis, McGladrey LLPJeremy DeMuth, Deloitte Tax LLPJim DePauw, Iowa Business Growth CompanyChuck DePew, National Development CouncilPratixa Desai, PNC BankJem Dicioco, Genesis LAElaine DiPietro, Enterprise Community InvestmentTom Dolan, CEI Capital Management LLCBrett Doney, Great Falls Development AuthorityKevin Donnelly, Theatre For Children Inc.Jennifer Donohue, Hampton Roads Ventures LLCMeg Douglass, First NBC BankJack Dugan, Monadnock Economic Development Corp.David Dunavant, Monogram Food SolutionsRunen Duran, Burke Williams & Sorensen LLPAnne Dyjak, Primary Care Development CorporationBrandon Edwards, Tax Credit Co.Eddy Edwards, Keweenaw Bay Ojibwa Housing & Community Development Corp.James Edwards, Charleston Urban Renewal AuthorityMonica Edwards, The Monarch GroupNoel Eisenstat, Noel Eisenstat LLCVictor Elmore, Texas Mezzanine FundBrad Elphick, Novogradac & Company LLPDavid Ennis, Affirmative InvestmentsMoctesuma Esparza, Maya Cinemas North America Inc.Neil Faden, Manatt Phelps & Phillips LLPTom Fantin, Novogradac & Company LLPKwali Farbes, Dinsmore & Shohl LLPAlison Feighan, Rapoza AssociatesMike Feld, Baker Tilly Virchow Krause LLPJulia Fendler, Butler Snow LLPDestin Ferdun, The Housing Development CenterJim Ferrell, City of Federal WayBrian Figenshow, Foundation Management SolutionsEric Finley, Crescent Growth Capital LLCBill Fisher, Deloitte Tax LLPSarah Fitzgerald, Montana Community Development CorporationJohn Flock, Pricewaterhouse Coopers LLP (PwC)Diane Flynn, Two9Three ConsultingCharlotte Folmer, Commonwealth Cornerstone Group

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Kyle Fontanille, Capital OneTamara Forman, Novogradac & Company LLPJoe Fox, Kutak Rock LLPRoberto Franco, Phoenix Community Development & Investment Corporation (PCDIC)Steve Fraser, East Boston Neighborhood Health CenterGregg Fuerstenberg, JLLJulie Gabel, Lathrop & Gage LLPSpencer Gagnet, Capital OneStephanie Gaither, 3CDC - Cincinnati Center City Development CorporationNiccole Garner, Deloitte Tax LLPSarah Garrett, Low Income Investment FundAmanda Gattenby, InSite Development LLCBruce Gehrke, Capital City PropertiesAdam Gelter, 3CDC - Cincinnati Center City Development CorporationDavid Gibson, PNC BankRyan Gilbert, Alaska Growth CapitalMichael Gioulis, Michael Gioulis - Historic Preservation ConsultantJessica Glynn Worthington, Nixon Peabody LLPDavid Godschalk, Telesis CDEScott Going, Kutak Rock LLPRachel Golden, Montana Community Development CorporationGordon Goldie, Plante & Moran PLLCMichael Goldman, Nixon Peabody LLPKevin Goldsmith, CHASEEve Goldstein-Siegel, Low Income Investment FundJames Gomochak, Incentis GroupJoseph Gonzalez, BBVA CompassBrian Gorecki, Real Estate ConsultantsTony Grappone, Novogradac & Company LLPOwen Gray, Novogradac & Company LLPCort Gross, Center For Community Self-HelpSimone Gross, Manatt Phelps & Phillips LLPDavid Grubman, Novogradac & Company LLPTracey Gunn, US Bancorp Community Development CorporationGeoffrey Gunnerson, Snell & WilmerRyan Hagerty, SB Friedman Development AdvisorsRobert Hall, Pacific Growth Associates LLCTara Hamacher, Historic ConsultantsCindy Hamilton, Heritage Consulting GroupStefanie Hamilton, PwCScott Hammel, Husch Blackwell LLP

Jerry Hanon, Chelsea Investment CorporationSeth Harrop, Baker Tilly Virchow Krause LLPSonny Harwell, Low Country BiioMassChris Hasle, United Fund AdvisorsSteven Hattier, HWH GroupChristian Henning, Christian Companies LLCDave Herdlick, Rubin Brown LLPAnn Hered, Butler Snow LLPAdam Hill, Cohen & CompanyThane Hodson, Butler Snow LLPPaul Hoffman, CityScape Capital GroupJon Hoganson, Winthrop & Weinstine P.A.Bert Holland, Capital OneGary Hollier, Capital OneTom Holter, Baker Tilly Virchow Krause LLPMerrill Hoopengardner, Advantage Capital PartnersOliver Hopkins, Kutak Rock LLPCarol Hough, Novogradac & Company LLPTodd Hovland, Central BankJames D. Howard, Jr., Dudley VenturesMatthew Huber, LISC New Markets Support CompanyMary Beth Hubner, Holland & Knight LLPBryan Hung, Novogradac & Company LLPCorinne Ingrassia, CHASENick Ives, Novogradac & Company LLPDavid Iwashita, Iwashita DevelopmentAmber Jackson, Metro BankKandi Jackson, National Trust Community Investment Corp. (NTCIC)Darryl Jacobs, Ginsberg Jacobs LLCJeff Jacobs, Masters Smith & Wisby PARobert Jacobs, RCJ Consulting LLCTracy Janowicz, Pacific Growth Associates LLCReese Jarrett, Civic San Diego Economic Growth And Neighborhood Investment FundRobert Jenkins, Jr., Renaissance Equity Partners LLCBeth Jensen, Kutak Rock LLPBeth Jensen, Kutak Rock LLPMark Johnson, Community Ventures CorporationTim Johnson, City of Federal WayTony Johnson, Heritage Preservation IncWyatt Jones, Colorado Housing And Finance AuthorityJonathan Kaden, Dentons

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Randy Kahn, Greenline Ventures LLCDeborah Kamprath, Nevada HANDKristen Karle, St. Vincent de Paul Society of Lane County Inc.Tim Karp, CHASEJennifer Kawar, Nonprofit Finance FundMike Keeley, Excellent Education Development (ExED)John Kelley, Jones DayJon Kelly, Impact VenturesPatrick J. Kennedy, Jr., TransPecos Development CorporationBrett Kenney, Coquille Indian TribeRyan Kenter, Crescent Growth Capital LLCAbby Kepple, Enterprise Financial CDE LLCAndrea Killeen, Novogradac & Company LLPDavid Kilper, US Bancorp Community Development CorporationEn Jung Kim, CHASEBlair Kincer, Novogradac & Company LLPSara King, Portland Public SchoolsElizabeth Kinney, Twain Financial PartnersDan Klaff, Applegate&Thorne-Thomsen P.C.Stephanie Klasky-Gamer, LA Family HousingJR Klein, Finance FundMallory Klein, PNC BankEric Klipfer, RBC Community Development LLCFred Koch, Greenline Ventures LLCJonathon Konow, CHASEJoe Kopietz, Clark Hill PLCDeborah Koski, Nonprofit Finance FundLarry Kramer, Incentis GroupStephen Kramer, US Bancorp Community Development CorporationMichael Kressig, Novogradac & Company LLPAl Kropog, Capital OneSteven Kunin, Rise Community CapitalMegan La Tronica, Deloitte Tax LLPJeff Lakner, Dakotas AmericaJamillah Lamb, Capital One BankAnita Landecker, Excellent Education Development (ExED)James Lang, Florida New Markets Tax Credits AllianceChris Langley, Rubin Brown LLPShawn Larson, CHASEAmy Laughlin, Low Income Investment FundJoshua Lavrinc, Callay Capital LLC

Mark Lawson, Florida New Markets Tax Credits AllianceSusan Leahy, Bank of America Merrill LynchMichelle LeClair, Mascoma Savings BankRegie Ledesma, Opportunity FundGloria Lee, Rise Community CapitalJames Lee, Urban Futures Inc.Jaime Lemaire, Novogradac & Company LLPChristopher A. Lemming, Ballard Spahr LLPAlbert Lemus, Lowe Economic Development CompanyMichael Lengyel, Civic San Diego Economic Growth And Neighborhood Investment FundSean Leonard, DentonsNathan Lerman, Steel WarehouseNicole Letellier, Opportunity FundDiana Letsinger, Novogradac & Company LLPDave Lewis, Porter Wright Morris & Arthur LLPClaudia Lima, Pacific Charter School DevelopmentScott Lindquist, DentonsDon Longwell, Longwell Legal LLCTracy Luber, Milwaukee Economic Development CorporationDylan Luther, Baker Tilly Virchow Krause LLPDavid Lutz, Stinson Leonard Street LLPSteve MacDonald, Strategic Development SolutionsBrittany Mack, Walgreen CoStephen Maduli-Williams, Jacobs Center For Neighborhood InnovationLisa Majernik, PNC BankBuck Mallory, Mallory Law Office LLCLouise Manuel, Excellent Education Development (ExED)Alma Martinez, Maya Cinemas North America Inc.Rosa Martinez, CDFI FundMatthew Masiel, Stonehenge Capital Company LLCJason Maus, Stinson Leonard Street LLPShane McCarthy, Enhanced Community Development LLCJulie McCrary, Capital OneMelissa McDonald, Raza Development Fund Inc.Terry McDonald, St. Vincent de Paul Society of Lane County Inc.Ann McGill, Kutak Rock LLPDuncan McGillivray, Healthcare Community Development Group HCDGClarence McGregor, Rural Development PartnersJeff McMillen, Akin Gump Strauss Hauer & Feld LLPNorah McVeigh, Nonprofit Finance FundMatt Meeker, Novogradac & Company LLP

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Amy Merritt, PNC BankKathryn Metzger, Thompson Coburn LLPLisa Michelle, Fresh & Easy LLCScott Mikkelsen, Midwest Renewable CapitalJohn Miller, Milwaukee Economic Development CorporationJared Minkoff, Lathrop & Gage LLPErik Miranda, WNC & Associates Inc.Kelly Moden, Jacobs Center For Neighborhood InnovationJeffrey Monge, Monge Capital GroupJordan Monsour, Butler Snow LLPYanderi Montano, TELACURichard Montgomery, Enhanced Community Development LLCMichelle Morlan, National Development CouncilMichael Morrell, Sunrise BanksBill Muenzberg, O’Brien-Staley PartnersSuvada Mujanovic, Opportunity FundRudy Murgo, Ecotrust Forest Management IncKatherine Murtha, Nonprofit Finance FundGeorge Nagle, Nagle Law LLCScott Neill, Kutak Rock LLPJulia Nelmark, Midwest Minnesota Community Development CorporationAdriana Nelson, Penrose Global LLCThomas Nelson, Kantor Taylor Nelson Evatt & Decina PCKyle Neumann, Bellwether Enterprise Real Estate CapitalRonald Newsom, Stonehenge Capital Company LLCGina Nisbeth, Citi Community CapitalJessica Norie, ArtspaceJennifer Novak, Community Reinvestment Fund Inc.Michael Novogradac, Novogradac & Company LLPWilliam O’Brien, Primary Care Development Corporation (PCDC)Dennis O’Connor, Pacific Growth Associates LLCTim O’Malley, AmeriNational Community Services Inc.Michael Ocasio, Family Services AssociationTyler Ohanian, Buchalter NemerPaul Ohta, St. Joseph HealthMelissa Oka, Perkins CoieThomas Oldenburg, US Bancorp Community Development CorporationMatthew Orr, Stonehenge Capital Company LLCAlison Paige, US Bancorp Community Development CorporationMegan Palmer, Bryan Cave LLPJohn Panno, Bank of America Merrill Lynch

Trey Parker, III, Butler Snow LLPAmi Pascual, Genesis LAAlan Pasternack, Kantor Taylor Nelson Evatt & Decina PCSameer Patel, Holland & Knight LLPShefali Patel, SunTrust BankAllen Patterson, Heart of Texas Community Health CenterJennifer Payne, Novogradac & Company LLPHadley Peer Marshall, Goldman SachsGregory Peil, Blue River SolutionsEdith Perez, Maya Cinemas North America Inc.Sarah Perez, Buchalter NemerMonica Petersen, S.B. Clark CompaniesSteven Petsos, LISC New Markets Support CompanyAndrew Phillips, Civic San Diego Economic Growth And Neighborhood Investment FundRufus Phillips, Boston Private Bank & Trust CompanyTed Piccolo, Northwest Native Development FundSara Pietka, Roeder & Company LLCNicolo Pinoli, Novogradac & Company LLPScott Pinover, Wells Fargo Bank N.A.Geoff Plagemann, City of Charleston WVLillian Plata, McManimon Scotland & Baumann LLCBill Pollard, River Gorge CapitalAllison Porter-Bell, BMO Harris BankMarc Possick, GE CapitalKevin Powers, Crowe Horwath LLPTerri Preston, The Valued Advisor FundCeyl Prinster, Colorado Enterprise FundTammy Propst, Tax Advantage GroupHeather Puckett, Capital OneBill Pulte, Pulte Capital Partners LLCPhebe Quattrucci, Quattrucci & CompanyMarco Quintana, BMO Harris Bank NASandra Rahimi, Los Angeles Development FundRadhika Reddy, Ariel Ventures LLCMatthew Reilein, CHASECyle Reissig, Novogradac & Company LLPGreg Richter, Wells Fargo Bank N.A.Erik Rickard, Barnes & Thornburg LLPRyan Rieger, Novogradac & Company LLPLuke Robinson, Family Services AssociationLuis Rodriguez, Goldfarb & Lipman LLP

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Reynold Roeder, Roeder & Company LLCJosh Rogers, Titan DevelopmentKyle Rogers, Brownfields & NPL Reuse SectionMike Rogers, Holland & Knight LLPShawn Rogers, Community Ventures CorporationLaura Elena Roman, Wells Fargo Bank N.A.Michael Roney, Ernst & YoungEmily Rose, US Bancorp Community Development CorporationEric Rosen, SunTrust Community Capital LLCRichard Ross, Indiana Bankers AssociationSteve Ross, SunTrust Community Capital LLCAmy Rowland, National Development CouncilMarsha Ruddle, CASTORobbie Ruminer, HWH GroupTerri Salas, Plante MoranLinda Salmonson, Dakotas AmericaPaul Samuel, TELACUBrynn Sanders, Advantage Capital PartnersKevin Savory, Stinson Leonard Street LLPBob Schall, Self HelpDavid Scheltz, Affirmative Investments / AI WainwrightMajor Thomas Schenk, The Salvation ArmyMark Schoene, Twain Financial PartnersDavid Schon, Nixon Peabody LLPJeanne Schroer, Catalytic Development Funding Corp. of Northern KentuckyMarc Schultz, Snell & WilmerJohn Sciarretti, Novogradac & Company LLPChris Sears, SunTrust Community Capital LLCEstee Segal, Capital Impact PartnersRichard Seges, Civic San Diego Economic Growth And Neighborhood Investment FundJim Seiffert, Stites & Harbison PLLCBryan Selzer, Enterprise Bank & TrustRobert Senko, ACC MortgageAaron Seybert, CHASENeel Shah, Shah Capital Advisors Inc.Jarrod Sharp, Thompson Coburn LLPGeorge Sherman, Sherman Associates Inc.Ryanne Shuey, PNC BankJimmy Silverwood, Affirmed HousingJames Simmons, SB Friedman Development AdvisorsJennifer Simmons, Thompson Coburn LLP

Myriam Simmons, Ernst & YoungJason Simpson, City of Lake ElsinoreRyan Sims, US Bancorp Community Development CorporationDavid E. Slattery, Jr, The David E. Slattery CompaniesDavid E. Slattery, Sr, The David E. Slattery CompaniesDonna A. Smith, Smith NMTC Associates LLCHoward J. Smith, Smith NMTC Associates LLCKim Smith, Butler Snow LLPLeigh Ann Smith, Bank of America Merrill LynchTony Smith, SB Friedman Development AdvisorsPeter Snavely, Snavely GroupBen Snydacker, Ernst & YoungFlorentino Soria, PNC BankDrew Sova, Stinson Leonard Street LLPKevin Spilsbury, Flair IndustriesAnisha Steephen, New York City Economic Development CorporationRobert Stephan, Perkins CoieThomas Stephens, DentonsAnnette Stevenson, Novogradac & Company LLPHolly Stocker, Winthrop & Weinstine P.A.Philip Stoeckinger, City of Las Vegas NevadaRob Stolpestad, Exeter Group LLCNikki Strizich, Montana Community Development CorporationBjorn Strommen, Sherman Associates Inc.Joseph Summers, Cross Street PartnersJoel B. Superfon, Dudley VenturesDub Sutherland, TransPecos Development CorporationAndrew Swary, Finance FundDusta Tanner, Crawford Holdings LLCCourtney Lee Tawresey, Husch Blackwell LLPDarrell Teat, Nehemiah Community Reinvestment FundL’Quentus Thomas, Stonehenge Capital Company LLCJessica Thompson, Incentis GroupLaurel Tinsley, McCormack Baron SalazarJames Tippit, Independent BankMarina Titova, National Community Investment FundLiz Tracey, MET ConsultantsJulie Treppa, Coblentz Patch Duffy & Bass LLPDave Trevisani, National Development CouncilDavid Trilling, Ginsberg Jacobs LLCMike Trudeau, Pricewaterhouse Coopers LLP (PwC)

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Attendee List New Markets Tax Credit Conference (alphabetical by name)

Cam Turner, United Fund AdvisorsWilliam Turner, Wells Fargo Bank N.A.Madeline Turnock, Concordia UniversityDiana Turoff, Finance FundDave Umpleby, French Lick Redevelopment CDEElizabeth Van Benschoten, BRIDGE Housing Corp.Lauren Van Dyke, Advantage Capital PartnersLin Van Hofwegen, Dakotas AmericaIngrid VanBiber, Polsinelli PCJason Vargas, East Bay Asian Local Development CorporationJennifer Veal, Community Inspired Capital Development LLCCynthia Vega, Wells Fargo Bank N.A.Jose Villalobos, TELACUBettina von Hagen, Ecotrust Forest ManagementNate Voss, Baker Tilly Virchow Krause LLPWilliam Wade, Senior Services of Southeastern VirginiaMarie Wadler, DentonsRod Walker, Oregon Child Development CoalitionKyle Walton, City of Lake ElsinoreSherry Wang, Goldman SachsTim Washburn, Walgreen Co.Brian Weaver, Stinson Leonard Street LLPBrian Weaver, Stinson Leonard Street LLPDavid B. Webber, Stonehenge Capital Company LLCColin Wegener, Novogradac & Company LLPArt Weiss, Lisart Capital LLCDana Weiss, Squire Patton Boggs (US) LLPJeff Wells, Opportunity FundJay Wentz, JCG DevelopmentChip Werlein, Parismina Advisors LLCAbbie Wertheim, SFMade/PlaceMadeJoseph Wesolowski, Enterprise Community InvestmentJennifer Westerbeck, US Bancorp Community Development CorporationTheresa White, Cross Street PartnersJo Ann Wilkerson, FDICDavid Wilkinson, Northern California Community Loan FundRita Williams, The Kroger Co.Michael Williamson, Buchalter NemerJaime Willis, Perkins CoieBrian Wilson, City of Federal WayJimar Wilson, Boston Private Bank & Trust Company

Andrew Wimbish, Legacy One Development CorporationWyman Winston, Wisconsin Housing And Economic DevelopmeJeffrey Woda, The Woda Group Inc.Ann Marie Woessner-Collins, JLLKimberly Wojcik, Ernst & YoungMichael Wong, Novogradac & Company LLPDoug Worley, Husch Blackwell LLPStephen B. Yoken, Snell & WilmerJack Zaremba, Orr & Reno P.A.Jacob Zlotoff, Citi Community CapitalRon Zweber, Bremer Bank

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Stephanie Gaither, 3CDC - Cincinnati Center City Development CorporationAdam Gelter, 3CDC - Cincinnati Center City Development CorporationRobert Senko, ACC MortgageTom Clausen, Accion Texas Inc.Ryan Brennan, Advantage Capital PartnersMerrill Hoopengardner, Advantage Capital PartnersBrynn Sanders, Advantage Capital PartnersLauren Van Dyke, Advantage Capital PartnersDavid Ennis, Affirmative InvestmentsDavid Scheltz, Affirmative Investments / AI WainwrightJimmy Silverwood, Affirmed HousingJeff McMillen, Akin Gump Strauss Hauer & Feld LLPRyan Gilbert, Alaska Growth CapitalEmily Alt, American Communities TrustTim O’Malley, AmeriNational Community Services Inc.Dan Klaff, Applegate&Thorne-Thomsen P.C.Radhika Reddy, Ariel Ventures LLCJessica Norie, ArtspaceMike Feld, Baker Tilly Virchow Krause LLPSeth Harrop, Baker Tilly Virchow Krause LLPTom Holter, Baker Tilly Virchow Krause LLPDylan Luther, Baker Tilly Virchow Krause LLPNate Voss, Baker Tilly Virchow Krause LLPMike Ballard, Ballard ConsultingChristopher A. Lemming, Ballard Spahr LLPStephanie Barrett, Bank of America Merrill LynchSusan Leahy, Bank of America Merrill LynchJohn Panno, Bank of America Merrill LynchLeigh Ann Smith, Bank of America Merrill LynchRoland Chi, Banyan Tree EnterprisesErik Rickard, Barnes & Thornburg LLPJoseph Gonzalez, BBVA CompassJerry Atkins, Bellwether Enterprise Real Estate CapitalKyle Neumann, Bellwether Enterprise Real Estate CapitalMichael Allderdice, Bergman And AllderdiceBeth Bergman, Bergman And AllderdiceGregory Peil, Blue River SolutionsTreopia Cannon, BMO HarrisPamela Daniels-Halisi, BMO Harris BankAllison Porter-Bell, BMO Harris BankMarco Quintana, BMO Harris Bank NA

Robert Cowan, Bocarsly Emden Cowan Esmail & Arndt LLPRufus Phillips, Boston Private Bank & Trust CompanyJimar Wilson, Boston Private Bank & Trust CompanyKaren Breckenridge, Breckenridge Consulting ServicesPaul Breckenridge, Breckenridge Consulting ServicesRon Zweber, Bremer BankElizabeth Van Benschoten, BRIDGE Housing Corp.Kyle Rogers, Brownfields & NPL Reuse SectionJerry Breed, Bryan Cave LLPMegan Palmer, Bryan Cave LLPTyler Ohanian, Buchalter NemerSarah Perez, Buchalter NemerMichael Williamson, Buchalter NemerRunen Duran, Burke Williams & Sorensen LLPJulia Fendler, Butler Snow LLPAnn Hered, Butler Snow LLPThane Hodson, Butler Snow LLPJordan Monsour, Butler Snow LLPTrey Parker, III, Butler Snow LLPKim Smith, Butler Snow LLPJoshua Lavrinc, Callay Capital LLCBruce Gehrke, Capital City PropertiesVirginie Arnaud Le Pape, Capital Impact PartnersEstee Segal, Capital Impact PartnersHamilton Blanton, Capital OneSeth Bosworth, Capital OneJohn Chamberlain, Capital OneKyle Fontanille, Capital OneSpencer Gagnet, Capital OneBert Holland, Capital OneGary Hollier, Capital OneAl Kropog, Capital OneJulie McCrary, Capital OneHeather Puckett, Capital OneJamillah Lamb, Capital One BankDorian Butts, Capital One NACraig Dale, Capital Peak Partners LLCMarsha Ruddle, CASTOJeanne Schroer, Catalytic Development Funding Corp. of Northern KentuckyJamie Badgley, CBO Financial Inc.Rosa Martinez, CDFI Fund

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Tom Dolan, CEI Capital Management LLCCort Gross, Center For Community Self-HelpTodd Hovland, Central BankTJ Cox, Central Valley NMTC Fund LLCOscar Alvarado, Century HousingJames Edwards, Charleston Urban Renewal AuthorityLibby Ballard, Charleston West Side Main StreetKevin Goldsmith, CHASECorinne Ingrassia, CHASETim Karp, CHASEEn Jung Kim, CHASEJonathon Konow, CHASEShawn Larson, CHASEMatthew Reilein, CHASEAaron Seybert, CHASEKathy Breedlove, Chelsea Investment CorporationJerry Hanon, Chelsea Investment CorporationSusan Albers, Chief IndustriesChristian Henning, Christian Companies LLCGina Nisbeth, Citi Community CapitalJacob Zlotoff, Citi Community CapitalHanan Bowman, City Heights Community Development CorporationGeoff Plagemann, City of Charleston WVJim Ferrell, City of Federal WayTim Johnson, City of Federal WayBrian Wilson, City of Federal WayJason Simpson, City of Lake ElsinoreKyle Walton, City of Lake ElsinoreEric Bordenave, City of Las Vegas NevadaPhilip Stoeckinger, City of Las Vegas NevadaCharles Ching, City of San PabloPaul Hoffman, CityScape Capital GroupReese Jarrett, Civic San Diego Economic Growth And Neighborhood Investment FundMichael Lengyel, Civic San Diego Economic Growth And Neighborhood Investment FundAndrew Phillips, Civic San Diego Economic Growth And Neighborhood Investment FundRichard Seges, Civic San Diego Economic Growth And Neighborhood Investment FundJoe Kopietz, Clark Hill PLCDouglas Bystry, Clearinghouse CDFIOla Assem, Cleopatra Inc.Julie Treppa, Coblentz Patch Duffy & Bass LLPAdam Hill, Cohen & Company

Ceyl Prinster, Colorado Enterprise FundWyatt Jones, Colorado Housing And Finance AuthorityCharlotte Folmer, Commonwealth Cornerstone GroupJohn Adamucci, Community Funding GroupWilliam Adamucci, Community Funding GroupRyan Barton, Community Impact FundJennifer Veal, Community Inspired Capital Development LLCJennifer Novak, Community Reinvestment Fund Inc.Mark Johnson, Community Ventures CorporationShawn Rogers, Community Ventures CorporationMadeline Turnock, Concordia UniversityBrett Kenney, Coquille Indian TribeRon Ayers, Covered Bridge Company LLCJohn Bullock, Crawford Holdings LLCTighe Bullock, Crawford Holdings LLCDusta Tanner, Crawford Holdings LLCEric Finley, Crescent Growth Capital LLCRyan Kenter, Crescent Growth Capital LLCJoseph Summers, Cross Street PartnersTheresa White, Cross Street PartnersKevin Powers, Crowe Horwath LLPSteve Dean, DAI Management Consultants Inc.Jeff Lakner, Dakotas AmericaLinda Salmonson, Dakotas AmericaLin Van Hofwegen, Dakotas AmericaShirley Boubert, DC Housing EnterprisesSal Bondi, Deloitte Tax LLPChristine Brynaert, Deloitte Tax LLPJeremy DeMuth, Deloitte Tax LLPBill Fisher, Deloitte Tax LLPNiccole Garner, Deloitte Tax LLPMegan La Tronica, Deloitte Tax LLPJonathan Kaden, DentonsSean Leonard, DentonsScott Lindquist, DentonsThomas Stephens, DentonsMarie Wadler, DentonsKwali Farbes, Dinsmore & Shohl LLPJames D. Howard, Jr., Dudley VenturesJoel B. Superfon, Dudley VenturesJason Vargas, East Bay Asian Local Development Corporation

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Steve Fraser, East Boston Neighborhood Health CenterBettina von Hagen, Ecotrust Forest ManagementRudy Murgo, Ecotrust Forest Management IncCatherine Blume, Enhanced Community Development LLCShane McCarthy, Enhanced Community Development LLCRichard Montgomery, Enhanced Community Development LLCBryan Selzer, Enterprise Bank & TrustShelly Crowder, Enterprise Community InvestmentElaine DiPietro, Enterprise Community InvestmentJoseph Wesolowski, Enterprise Community InvestmentAbby Kepple, Enterprise Financial CDE LLCJohn Clawson, Equity Community BuildersSuzanne Brown, Equity Communuity BuildersMichael Bernier, Ernst & YoungBrian Confrey, Ernst & YoungMichael Roney, Ernst & YoungMyriam Simmons, Ernst & YoungBen Snydacker, Ernst & YoungKimberly Wojcik, Ernst & YoungJoe Dean, Ernst And YoungMike Keeley, Excellent Education Development (ExED)Anita Landecker, Excellent Education Development (ExED)Louise Manuel, Excellent Education Development (ExED)Rob Stolpestad, Exeter Group LLCDom Betro, Family Services AssociationMichael Ocasio, Family Services AssociationLuke Robinson, Family Services AssociationJo Ann Wilkerson, FDICJR Klein, Finance FundAndrew Swary, Finance FundDiana Turoff, Finance FundBrad Calloway, First NBC BankMeg Douglass, First NBC BankKevin Spilsbury, Flair IndustriesJames Lang, Florida New Markets Tax Credits AllianceMark Lawson, Florida New Markets Tax Credits AllianceBrian Figenshow, Foundation Management SolutionsDave Umpleby, French Lick Redevelopment CDELisa Michelle, Fresh & Easy LLCMarc Possick, GE CapitalPavlin Buchukov, Genesis LA

Tom De Simone, Genesis LAJem Dicioco, Genesis LAAmi Pascual, Genesis LADarryl Jacobs, Ginsberg Jacobs LLCDavid Trilling, Ginsberg Jacobs LLCLuis Rodriguez, Goldfarb & Lipman LLPHadley Peer Marshall, Goldman SachsSherry Wang, Goldman SachsBrett Doney, Great Falls Development AuthorityKermit Billups, Greenline Ventures LLCRandy Kahn, Greenline Ventures LLCFred Koch, Greenline Ventures LLCJennifer Donohue, Hampton Roads Ventures LLCDuncan McGillivray, Healthcare Community Development Group HCDGAnnette Ballew, Heart of Texas Community Health CenterAllen Patterson, Heart of Texas Community Health CenterCindy Hamilton, Heritage Consulting GroupTony Johnson, Heritage Preservation IncTara Hamacher, Historic ConsultantsJarrod Connors, Holland & Knight LLPMary Beth Hubner, Holland & Knight LLPSameer Patel, Holland & Knight LLPMike Rogers, Holland & Knight LLPDavid Brenner, Husch Blackwell LLPScott Hammel, Husch Blackwell LLPCourtney Lee Tawresey, Husch Blackwell LLPDoug Worley, Husch Blackwell LLPCharles Cayton, HWH GroupSteven Hattier, HWH GroupRobbie Ruminer, HWH GroupJon Kelly, Impact VenturesJames Gomochak, Incentis GroupLarry Kramer, Incentis GroupJessica Thompson, Incentis GroupJames Tippit, Independent BankRichard Ross, Indiana Bankers AssociationWah Chen, InSite Development LLCAmanda Gattenby, InSite Development LLCJim DePauw, Iowa Business Growth CompanyDavid Altman, IPR Consulting Inc.David Iwashita, Iwashita Development

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Stephen Maduli-Williams, Jacobs Center For Neighborhood InnovationKelly Moden, Jacobs Center For Neighborhood InnovationJay Wentz, JCG DevelopmentGregg Fuerstenberg, JLLAnn Marie Woessner-Collins, JLLJohn Kelley, Jones DayLloyd Chee, Kantor Taylor Nelson Evatt & Decina PCThomas Nelson, Kantor Taylor Nelson Evatt & Decina PCAlan Pasternack, Kantor Taylor Nelson Evatt & Decina PCEddy Edwards, Keweenaw Bay Ojibwa Housing & Community Development Corp.Barry Burns, Kutak Rock LLPJoe Fox, Kutak Rock LLPScott Going, Kutak Rock LLPOliver Hopkins, Kutak Rock LLPBeth Jensen, Kutak Rock LLPBeth Jensen, Kutak Rock LLPAnn McGill, Kutak Rock LLPScott Neill, Kutak Rock LLPStephanie Klasky-Gamer, LA Family HousingKathy Chao Rothberg, Lao Family Community Development Inc.Julie Gabel, Lathrop & Gage LLPJared Minkoff, Lathrop & Gage LLPNicole Corn, Legacy One Development CorporationAndrew Wimbish, Legacy One Development CorporationJeff Arnold, Leverage Law Group LLCArt Weiss, Lisart Capital LLCKevin Boes, LISC New Markets Support CompanyMatthew Huber, LISC New Markets Support CompanySteven Petsos, LISC New Markets Support CompanyDon Longwell, Longwell Legal LLCChris Chorebanian, Los Angeles Development FundSandra Rahimi, Los Angeles Development FundSonny Harwell, Low Country BiioMassSarah Garrett, Low Income Investment FundEve Goldstein-Siegel, Low Income Investment FundAmy Laughlin, Low Income Investment FundAlbert Lemus, Lowe Economic Development CompanyJon Day, Majestic Realty Co.Buck Mallory, Mallory Law Office LLCNeil Faden, Manatt Phelps & Phillips LLPSimone Gross, Manatt Phelps & Phillips LLP

Deborah Blanc, Mascoma Savings BankMichelle LeClair, Mascoma Savings BankNaomi Baruch, MassDevelopment Finance AgencyJeff Jacobs, Masters Smith & Wisby PAMoctesuma Esparza, Maya Cinemas North America Inc.Alma Martinez, Maya Cinemas North America Inc.Edith Perez, Maya Cinemas North America Inc.Laurel Tinsley, McCormack Baron SalazarRon DeGrandis, McGladrey LLPLillian Plata, McManimon Scotland & Baumann LLCLiz Tracey, MET ConsultantsAmber Jackson, Metro BankMichael Gioulis, Michael Gioulis - Historic Preservation ConsultantJulia Nelmark, Midwest Minnesota Community Development CorporationScott Mikkelsen, Midwest Renewable CapitalLisa Berden, Miller CanfieldTracy Luber, Milwaukee Economic Development CorporationJohn Miller, Milwaukee Economic Development CorporationJack Dugan, Monadnock Economic Development Corp.Jeffrey Monge, Monge Capital GroupDavid Dunavant, Monogram Food SolutionsSarah Fitzgerald, Montana Community Development CorporationRachel Golden, Montana Community Development CorporationNikki Strizich, Montana Community Development CorporationGeorge Nagle, Nagle Law LLCFarah Ansari, National Community Investment FundMarina Titova, National Community Investment FundChris Arthur, National Community RenaissanceJane Campbell, National Development CouncilChuck DePew, National Development CouncilMichelle Morlan, National Development CouncilAmy Rowland, National Development CouncilDave Trevisani, National Development CouncilKandi Jackson, National Trust Community Investment Corp. (NTCIC)Darrell Teat, Nehemiah Community Reinvestment FundMike Broullire, Neighborhood Associates CorporationDeborah Kamprath, Nevada HANDAnisha Steephen, New York City Economic Development CorporationJohn Cornell, Nixon Peabody LLPJessica Glynn Worthington, Nixon Peabody LLPMichael Goldman, Nixon Peabody LLP

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

David Schon, Nixon Peabody LLPNoel Eisenstat, Noel Eisenstat LLCJennifer Kawar, Nonprofit Finance FundDeborah Koski, Nonprofit Finance FundNorah McVeigh, Nonprofit Finance FundKatherine Murtha, Nonprofit Finance FundRoss Culverwell, Northern California Community Loan FundDavid Wilkinson, Northern California Community Loan FundTed Piccolo, Northwest Native Development FundTeri Baker, Novogradac & Company LLPAlexandra Bernard, Novogradac & Company LLPThomas Boccia, Novogradac & Company LLPTom Boman, Novogradac & Company LLPFrank Buss, Novogradac & Company LLPRoy Chou, Novogradac & Company LLPStephanie Chow, Novogradac & Company LLPJustin Chubb, Novogradac & Company LLPGreg Clements, Novogradac & Company LLPRebecca Darling, Novogradac & Company LLPBrad Elphick, Novogradac & Company LLPTom Fantin, Novogradac & Company LLPTamara Forman, Novogradac & Company LLPTony Grappone, Novogradac & Company LLPOwen Gray, Novogradac & Company LLPDavid Grubman, Novogradac & Company LLPCarol Hough, Novogradac & Company LLPBryan Hung, Novogradac & Company LLPNick Ives, Novogradac & Company LLPAndrea Killeen, Novogradac & Company LLPBlair Kincer, Novogradac & Company LLPMichael Kressig, Novogradac & Company LLPJaime Lemaire, Novogradac & Company LLPDiana Letsinger, Novogradac & Company LLPMatt Meeker, Novogradac & Company LLPMichael Novogradac, Novogradac & Company LLPJennifer Payne, Novogradac & Company LLPNicolo Pinoli, Novogradac & Company LLPCyle Reissig, Novogradac & Company LLPRyan Rieger, Novogradac & Company LLPJohn Sciarretti, Novogradac & Company LLPAnnette Stevenson, Novogradac & Company LLP

Colin Wegener, Novogradac & Company LLPMichael Wong, Novogradac & Company LLPHugn Cameron, O’Brien-Staley PartnersBill Muenzberg, O’Brien-Staley PartnersRegie Ledesma, Opportunity FundNicole Letellier, Opportunity FundSuvada Mujanovic, Opportunity FundJeff Wells, Opportunity FundRod Walker, Oregon Child Development CoalitionJack Zaremba, Orr & Reno P.A.Claudia Lima, Pacific Charter School DevelopmentTamar deFries, Pacific Growth Associates LLCRobert Hall, Pacific Growth Associates LLCTracy Janowicz, Pacific Growth Associates LLCDennis O’Connor, Pacific Growth Associates LLCChip Werlein, Parismina Advisors LLCDavid Cohan, PeaksCo LLCAdriana Nelson, Penrose Global LLCMelissa Oka, Perkins CoieRobert Stephan, Perkins CoieJaime Willis, Perkins CoieKristine Beaird, Phoenix Community Development & Investment Corporation (PCDIC)Roberto Franco, Phoenix Community Development & Investment Corporation (PCDIC)Gordon Goldie, Plante & Moran PLLCTerri Salas, Plante MoranKelly Clements, PNC BankPratixa Desai, PNC BankDavid Gibson, PNC BankMallory Klein, PNC BankLisa Majernik, PNC BankAmy Merritt, PNC BankRyanne Shuey, PNC BankFlorentino Soria, PNC BankIngrid VanBiber, Polsinelli PCDave Lewis, Porter Wright Morris & Arthur LLPSara King, Portland Public SchoolsJohn Flock, Pricewaterhouse Coopers LLP (PwC)Mike Trudeau, Pricewaterhouse Coopers LLP (PwC)Anne Dyjak, Primary Care Development CorporationWilliam O’Brien, Primary Care Development Corporation (PCDC)Robb Baubie, Pulte Capital Partners LLC

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Bill Pulte, Pulte Capital Partners LLCStefanie Hamilton, PwCPhebe Quattrucci, Quattrucci & CompanyAlison Feighan, Rapoza AssociatesDavid Clower, Raza Development Fund Inc.Melissa McDonald, Raza Development Fund Inc.Eric Klipfer, RBC Community Development LLCRobert Jacobs, RCJ Consulting LLCBrian Gorecki, Real Estate ConsultantsSam Deal, Renaissance Equity Partners LLCRobert Jenkins, Jr., Renaissance Equity Partners LLCSteven Kunin, Rise Community CapitalGloria Lee, Rise Community CapitalMonica Blanton, River Gorge CapitalBill Pollard, River Gorge CapitalTony Brown, Riviera Beach Community Redevelopment AgencySara Pietka, Roeder & Company LLCReynold Roeder, Roeder & Company LLCDave Herdlick, Rubin Brown LLPChris Langley, Rubin Brown LLPClarence McGregor, Rural Development PartnersTerry Carpenter, Rural Development Partners LLCSteve Clark, S.B. Clark CompaniesMonica Petersen, S.B. Clark CompaniesLeslay Choy, San Pablo Economic Development CorporationRyan Hagerty, SB Friedman Development AdvisorsJames Simmons, SB Friedman Development AdvisorsTony Smith, SB Friedman Development AdvisorsBob Schall, Self HelpWilliam Wade, Senior Services of Southeastern VirginiaAbbie Wertheim, SFMade/PlaceMadeNeel Shah, Shah Capital Advisors Inc.George Sherman, Sherman Associates Inc.Bjorn Strommen, Sherman Associates Inc.Donna A. Smith, Smith NMTC Associates LLCHoward J. Smith, Smith NMTC Associates LLCPeter Snavely, Snavely GroupGeoffrey Gunnerson, Snell & WilmerMarc Schultz, Snell & WilmerStephen B. Yoken, Snell & WilmerOrlando Cabrera, Squire Patton Boggs (US) LLP

Dana Weiss, Squire Patton Boggs (US) LLPCarol Conner, St. Joseph HealthPaul Ohta, St. Joseph HealthKristen Karle, St. Vincent de Paul Society of Lane County Inc.Terry McDonald, St. Vincent de Paul Society of Lane County Inc.Nathan Lerman, Steel WarehouseDavid Lutz, Stinson Leonard Street LLPJason Maus, Stinson Leonard Street LLPKevin Savory, Stinson Leonard Street LLPDrew Sova, Stinson Leonard Street LLPBrian Weaver, Stinson Leonard Street LLPBrian Weaver, Stinson Leonard Street LLPJim Seiffert, Stites & Harbison PLLCJonathan Crawford, Stonehenge Capital Company LLCMatthew Masiel, Stonehenge Capital Company LLCRonald Newsom, Stonehenge Capital Company LLCMatthew Orr, Stonehenge Capital Company LLCL’Quentus Thomas, Stonehenge Capital Company LLCDavid B. Webber, Stonehenge Capital Company LLCSteve MacDonald, Strategic Development SolutionsMichael Morrell, Sunrise BanksShefali Patel, SunTrust BankEric Rosen, SunTrust Community Capital LLCSteve Ross, SunTrust Community Capital LLCChris Sears, SunTrust Community Capital LLCPete Byford, Tax Advantage GroupTammy Propst, Tax Advantage GroupBrandon Edwards, Tax Credit Co.Tim Arick, TELACUYanderi Montano, TELACUPaul Samuel, TELACUJose Villalobos, TELACUDavid Godschalk, Telesis CDEVictor Elmore, Texas Mezzanine FundDiane Binnick, The Binnick GroupDavid E. Slattery, Jr, The David E. Slattery CompaniesDavid E. Slattery, Sr, The David E. Slattery CompaniesDestin Ferdun, The Housing Development CenterRita Williams, The Kroger Co.Monica Edwards, The Monarch GroupRichard Allen, The Salvation Army

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Attendee List New Markets Tax Credit Conference (alphabetical by company)

Major Thomas Schenk, The Salvation ArmyTerri Preston, The Valued Advisor FundJeffrey Woda, The Woda Group Inc.Bill Blake, Theatre For Children Inc.Kevin Donnelly, Theatre For Children Inc.Kathryn Metzger, Thompson Coburn LLPJarrod Sharp, Thompson Coburn LLPJennifer Simmons, Thompson Coburn LLPJosh Rogers, Titan DevelopmentPatrick J. Kennedy, Jr., TransPecos Development CorporationDub Sutherland, TransPecos Development CorporationElizabeth Kinney, Twain Financial PartnersMark Schoene, Twain Financial PartnersDiane Flynn, Two9Three ConsultingGreg Blanck, U.S. BankChris Hasle, United Fund AdvisorsCam Turner, United Fund AdvisorsRobert Chavez, Urban Corps of San Diego CountyJames Lee, Urban Futures Inc.Laura Ada Vowell, US Bancorp Community Development CorporationDan Blocher, US Bancorp Community Development CorporationWhitney Boyer, US Bancorp Community Development CorporationJenna Brown, US Bancorp Community Development CorporationHeather Buethe, US Bancorp Community Development CorporationMaria Bustria-Glickman, US Bancorp Community Development CorporationTracey Gunn, US Bancorp Community Development CorporationDavid Kilper, US Bancorp Community Development CorporationStephen Kramer, US Bancorp Community Development CorporationThomas Oldenburg, US Bancorp Community Development CorporationAlison Paige, US Bancorp Community Development CorporationEmily Rose, US Bancorp Community Development CorporationRyan Sims, US Bancorp Community Development CorporationJennifer Westerbeck, US Bancorp Community Development CorporationSam Davis, Venture Financial GroupMelinda Costa, Volunteers of AmericaBrittany Mack, Walgreen CoTim Washburn, Walgreen Co.Ross Cornelius, Walsh Construction Co.Ed Briscoe, Weave Social Finance LLCVineet Baid, Wells Fargo Bank N.A.Estelle Bartholow, Wells Fargo Bank N.A.

Tracy Ericson Burton, Wells Fargo Bank N.A.Scott Pinover, Wells Fargo Bank N.A.Greg Richter, Wells Fargo Bank N.A.Laura Elena Roman, Wells Fargo Bank N.A.William Turner, Wells Fargo Bank N.A.Cynthia Vega, Wells Fargo Bank N.A.Jon Hoganson, Winthrop & Weinstine P.A.Holly Stocker, Winthrop & Weinstine P.A.Wyman Winston, Wisconsin Housing And Economic DevelopmeErik Miranda, WNC & Associates Inc.Patrick Crow, Woodward Development Corp

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NEW MARKETS TAX CREDITHandbook

2012

Michael J. Novogradac, CPAOwen P. Gray, CPADiana R. Letsinger, CPAThomas G. Tracy, Esq.

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