-Agenda
Thursday, October 8, 2026
| Thu 11:00 AM - 11:10 AM |
Welcome & Overview
Welcome to the course! This session will introduce CDFA, explain how to use the online software, and discuss the agenda for the Advanced Tax Credit Finance Course.
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| Thu 11:10 AM - 11:30 AM |
The Role of Tax Credits in Complex Finance Deals
This opening session frames how tax credits operate within modern development finance transactions. Participants will align around the day’s focus: execution, structuring, and decision-making across complex deals.
Speaker(s)
- Toby Rittner, President & CEO, Council of Development Finance Agencies
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| Thu 11:30 AM - 12:20 PM |
Historic Tax Credits: Structuring, Execution & Risk Management
Historic Tax Credits remain one of the most powerful tools for redevelopment when structured correctly. This session examines HTC deals from eligibility through execution, focusing on qualified rehabilitation expenditure (QRE) strategy, transaction structuring, stakeholder alignment, and compliance realities across the project lifecycle.
Speaker(s)
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| Thu 12:20 PM - 1:35 PM |
New Markets Tax Credits: Deal Mechanics & Capital Stack Strategy
This session breaks down NMTC transactions from formation through exit, emphasizing how sophisticated practitioners structure and execute deals in practice. Case studies demonstrate how NMTC is layered with other tools to close financing gaps and manage risk.
Speaker(s)
- Monica Blanton, Vice President, Brightbridge Inc
- Tony Smith, Partner & Executive Vice President, SB Friedman Development Advisors
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| Thu 1:35 PM - 1:45 PM |
Break
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| Thu 1:45 PM - 3:05 PM |
LIHTC Strategies: 4% and 9% Deals from Concept to Closing
Selecting between 4% and 9% LIHTC structures is one of the most consequential decisions in housing finance. This session compares how each credit operates and examines the financial, competitive, and regulatory factors that shape structuring strategy. Through case studies, speakers walk through a LIHTC deal from start to finish, examining decision points, execution challenges, and structuring approaches used to close complex deals.
Speaker(s)
- Alex Hassinger, Director, CohnReznick LLP
- Wayne Michael, Senior Director of External Education and E-Learning, Novogradac & Company LLP
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| Thu 3:05 PM - 3:15 PM |
Break
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| Thu 3:15 PM - 4:00 PM |
Federal Tax Credits Today: Policy, Markets & Deal Implications
This session provides a strategic update on the federal tax credit landscape, examining legislative developments, program durability, and market conditions shaping deal structuring today. Participants will assess how current dynamics affect financing strategy across sectors.
Speaker(s)
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| Thu 4:00 PM - 4:55 PM |
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| Thu 4:55 PM - 5:00 PM |
Closing Discussion / Final Questions
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