Fall 2024 CREAEdge Newsletter

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DEVELOPER CONFERENCE RECAP, CONT.

Reismeyer, followed by transactional “best practices” with Alison Anderson, Michele Hornok and Melissa Parson. The meeting wrapped up with a Q&A session with myself, Jeff Whiting and Tony Bertoldi. After the conference, the CREA Foundation hosted its 3rd Annual Golf Scholarship Classic at Purgatory Golf Club in Noblesville, IN with a gross revenue of nearly $180k. Funds raised will support CREA Scholars, and foundation operations. The event, along with its silent auction, contributed to the overall success of the week. We extend special thanks to all the speakers who led insightful discussions, our support teams for making this event possible, and, of course, all the attendees of both the conference and the foundation’s support activities. Here’s to the next one!

EMPLOYEE SPOTLIGHT: FRANK LEWIS - SVP, DIRECTOR OF FUND MANAGEMENT

Meet Frank Lewis, a leader of our Fund Management team! Since joining CREA in 2018, Frank has been instrumental in shaping the department and recently stepped into a new leadership role. With a passion for people and a knack for building strong connections across teams, Frank has continued to drive success at CREA. Read on to learn more about his journey, leadership priorities, and life outside of work! What a wild ride you’ve had in your career at CREA! Tell us about your time here and why you love it. I originally started at CREA in August of 2018 as a VP in Fund Management. I had come from another LIHTC syndicator who was a subsidiary of a global financial services company. Coming to a company of roughly 100 people from a company of around 10,000 total was a breath of fresh air for me, as I had originally started my career at a small public accounting firm that specialized in LIHTC and missed the small company vibe. I love

CREA simply because of the people. From the fund management team and across the company, the people at CREA are what makes it special. We’ve grown by 50% since I’ve started, but the small company feel remains.. Congratulations on your promotion! You were offered a great opportunity this past spring when the Director of Fund Management position became available. What have been your first priorities as you’ve begun leading the department over the last few months? Thank you! Kevin [Kuruzar] leaving was bittersweet - but during his long tenure with CREA, he set Fund Management up for continued success. My first priority was to ensure we had a seamless transition with as little disruption as possible to the rest of the company or our processes, which I believe we’ve been able to achieve thanks to the dedication of the team by staying focused on the tasks at hand. Since then, I’ve been focused on having discussions with everyone on the team to get a

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