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CDFA North Carolina Conference
May 3, 2018
Charlotte, NC


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Join the CDFA North Carolina Financing Roundtable on May 3, 2018 for a special one-day conference hosted at The Foundation For The Carolina's in Charlotte, NC. This event will feature a number of economic development finance experts from around the state discussing development finance tools, authorities, resources and approaches, and how these can affect the North Carolina economy going forward.

Register today to reserve your spot at the 2018 CDFA North Carolina Financing Roundtable Conference.



2018 CDFA North Carolina Conference Agenda

Thursday May 03, 2018

Thu 09:00 AM - 09:30 AM
Opening Remarks and Overview
The CDFA North Carolina Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the annual CDFA North Carolina Financing Roundtable Conference, CDFA will deliver welcoming remarks.
  • Toby Rittner, President & CEO, Council of Development Finance Agencies
  • Thu 09:30 AM - 10:15 AM
    Legislative Update: Tax Reform and Opportunity Zones
    Industry experts from around the state will discuss the latest development finance legislation and their potential effects on the economic development industry. This session will feature a discussion on the new tax law, its implications on development finance with a special focus on Opportunity Zones and their potential impact in underserved communities.
  • Kurt Gessaman, Vice President, U.S. Bank
  • Napoleon Wallace, Deputy Secretary, North Carolina Department of Commerce
  • Thu 10:15 AM - 11:00 AM
    Creative Tax Credit Financing in North Carolina
    Tax credits have been used by both the Federal and State government as a method to influence businesses to take certain actions, such as locating to specific underserved areas, rehabilitating historic properties, expanding business’ research and development, investing in new technologies, and increasing the supply of affordable housing. They are a flexible tool which often pushes a project into viability. In this session, learn how a variety of tax credits are being used to help finance successful community development projects.
  • Chris Leutzinger, First Vice President, NMTC Relationship Manager, SunTrust Bank
  • Brian Oxford, Senior New Markets Manager, Community Affordable Housing Equity Corporation
  • Mary Nash Rusher, Partner, McGuireWoods LLP
  • Thu 11:00 AM - 11:15 AM
    Networking Break
    Thu 11:15 AM - 12:00 PM
    Leveraging Revolving Loan Funds in North Carolina
    This session will demonstrate how a Revolving Loan Fund (RLF) program can complement your economic development strategy, encourage investment and assist traditionally underserved businesses. During this session, the essential elements needed to operate a successful RLF program will be discussed along with case studies from RLFs in North Carolina.
  • Brien Desilets, Head of Infrastructure Advisory, Grant Thornton LLP
  • Speaker(s)
  • Jennifer Sherwin, Senior Commerical Loan Officer, Self-Help
  • Thu 12:00 PM - 01:30 PM
    Lunch Session: Showcasing Rural Development Finance Strategies in the Tar Heel State
    Urban communities like Charlotte and Raleigh are not the only places looking for help to fund economic development. North Carolina is filled with rural communities and small towns that are also in need of financing strategies. These areas face unique development financing challenges and needs such as downtown revitalization, food systems, infrastructure and energy finance. A number of creative and important financing tools exist to assist rural and small town development. With special guest speakers from Self-Help Credit Union, this session will explore the cutting-edge strategies driving rural development in the state, and how to access them.
  • Matt Crook, Project Manager, UNC School of Government
  • Jessie Maxwell, Business Development Officer, Self-Help Credit Union
  • Thu 01:30 PM - 01:45 PM
    Networking Break
    Thu 01:45 PM - 02:45 PM
    Emerging Project-Based Investment Tools: Crowdfunding and Impact Investing
    While many communities utilize TIF and special assessment districts as a means of project-based investment, few look towards emerging tools such as crowdfunding and impact investment. These new tools can be utilized creatively to fund riskier projects where financing is often harder to secure. In this session we will hear a discussion from experts in this space as they explore the possibilities of how crowdfunding and impact investing are poised to become a powerful catalyst for economic development in communities across the U.S. and especially in North Carolina.
  • Amy Bogie, Executive Director, National Coalition for Community Capital
  • Benji Taylor Jones, Attorney, Ward and Smith, P.A.
  • Thu 02:45 PM - 03:30 PM
    Community Reinvestment Act
    The Community Reinvest Act (CRA) was enacted in 1977 to prevent redlining and to encourage depository institutions to help meet the credit needs of the communities in which they operate, including low- and moderate-income neighborhoods, consistent with safe and sound banking operations. Various banks can provide lending, service and investment in a variety of ways for community development. Industry professionals will provide an overview of CRA, give examples of best practices in bank partnerships, and answer any questions from participants.
  • Jessica Botelho, Director of CRA & Impact Research, Community Capital Management
  • Victor Galloway, Community Affairs Specialist, Federal Deposit Insurance Corporation
  • Jeanne Milliken-Bonds, Senior Manager, Federal Reserve Bank of Richmond
  • Thu 03:30 PM - 03:30 PM
    Conference Adjourned


    The conference will take place at the Foundation For The Carolina's located in Charlotte.

    Foundation For The Carolinas
    Kearney Solarium/Kearney Pavilion
    220 N. Tryon Street
    Charlotte, NC 28202

    Parking and Directions can be found here.


    To register for the 2018 CDFA North Carolina Financing Roundtable Conference, click on the Register button below. Registration rates vary depending on whether or not you are a CDFA member.

    Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.
    Standard Rates
    CDFA Member: $145
    Non-Member: $195


    Premium Sponsor

    Grant Thornton LLP

    Supporting Sponsor

    CleanSource Capital

    For information about sponsoring the CDFA North Carolina Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.