Jacksonville New Markets Tax Credit Summit

The Jacksonville New Markets Tax Credit Summit brings together the full NMTC ecosystem for a focused, high-value discussion on how deals actually get done in today’s market. Backed by strong local support from the Jessie Ball duPont Fund and the Downtown Investment Authority for the City of Jacksonville, this event is designed to connect Community Development Entities, project sponsors, advisors, and local leaders in one room with a shared purpose. From the opening networking session through the final wrap-up, the agenda is built to encourage meaningful conversations, not just presentations, ensuring participants leave with valuable relationships and actionable next steps.

The program balances foundational clarity with advanced insight, making it relevant whether attendees are actively deploying allocation or evaluating their first NMTC opportunity. Participants will move from a concise overview of program history, eligibility, and economics into a practical discussion of what defines a competitive QALICB and why certain projects rise to the top in a constrained allocation environment. The “Art of the Deal” segment focuses on what matters most to CDEs, including positioning, structuring, and maximizing transactions, while the case study grounds the discussion in a real-world example that illustrates how these principles come together in practice.

Ultimately, this summit provides a rare opportunity to align capital with community impact in a setting that emphasizes both education and execution. For CDEs, it offers direct access to project pipeline opportunities, local insight, and peer perspectives on structuring and deployment. For developers, nonprofits, and advisors, it provides clarity on how to position projects effectively and engage the right partners. With dedicated time for Q&A and networking, attendees can move beyond theory and begin advancing deals, partnerships, and strategies that extend well beyond the event itself.

Agenda

• 9:00 - 9:45 A.M. | Registration & Networking
• 9:45 - 10:00 A.M. | Welcome & Opening Remarks
• 10:00 - 10:30 A.M. | NMTC Program Overview
• 10:30 - 11:00 A.M. | The Art of the Deal
• 11:00 - 11:30 A.M. | Project Case Study
• 11:30 A.M. - 12:00 P.M. | Q&A and Next Steps
• 12:00 - 1:00 P.M. | Closing Remarks & Networking

Speakers

Trevor Nelson, Project Finance Manager, Cherry Bekaert
Colin Tarbert, Chief Executive Officer, Downtown Investment Authority
Chris Crothers, Director of Impact Investing, Jessie Ball duPont Fund
Dr. Irvin PeDro Cohen, Executive Director, LISC Jacksonville