JOINT SESSION

The Washington Report
The new Congress is moving fast on many housing fronts. NCSHA Executive Director Barbara Thompson and her legislative team tell you what’s happened and what to expect next on Housing Bond and Credit modernization, GSE oversight, FHA, voucher reform, trust fund, and HUD funding legislation.

Discussion Leader:

Barbara Thompson, Executive Director, National Council of State Housing Agencies

Participants:

John Hughes, Managing Director, Tax Advocacy, National Council of State Housing Agencies

Peter Lawrence, Legislative and Policy Associate, National Council of State Housing Agencies

9:15 a.m. - 10:30 a.m.

IRS Briefing (Part 1 of 2)
Hear compliance officer Grace Robertson on the state of Housing Credit compliance, IRS audit activities, and the difference the new 8823 Guide is making.

Discussion Leader:

Tim Sovold, Compliance Director, Washington State Housing Finance Commission

Participant:

Grace Robertson, Senior Program Analyst, Internal Revenue Service

• Grace Robertson: PowerPoint Presentation

• IRS Briefing Part 1: Handout

10:45 p.m. - 12:15 p.m.

Concurrent Roundtables:
Experience these ever-popular peer-to-peer, allocating agency-only discussions of hot-button topics volunteered by allocating agency staff.

Dive Deep Into Development
Swap development ideas with your allocating agency peers. Share strategies for developing in high-cost areas, avoiding poverty concentration, evaluating market conditions, serving populations with special needs, and dealing with falling Credit prices.
Discussion Leaders:
Debra Urban, Director of Tax Credit Services, New Jersey Housing and Mortgage Finance Agency
Steve Walker, Director, Tax Credits, Washington State Housing Finance Commission

Straight to the Heart of Compliance
Learn how your state agency peers are handling some of today’s toughest compliance challenges, including certifying tenants, determining allowable tenant fees, and avoiding fair housing missteps.
Discussion Leaders:
Matthew Archuleta, Program Specialist, New Mexico Mortgage Finance Authority
Donna Duarte, Director, Program Compliance, Tennessee Housing Development Agency

3:45 p.m. -

5:00 p.m.

Concurrent Roundtables (Continued):

Dive Deep Into Development

Swap development ideas with your allocating agency peers. Share strategies for developing in high-cost areas, avoiding poverty concentration, evaluating market conditions, serving populations with special needs, and dealing with falling Credit prices.

Discussion Leaders:

Andrew Cohen, Tax Credit Administrator, Department of Housing and Community Development

Thomas Wolfe, Housing Credit Allocation, Kentucky Housing Corporation

Straight to the Heart of Compliance

Learn how your state agency peers are handling some of today’s toughest compliance challenges, including certifying tenants, determining allowable tenant fees, and avoiding fair housing missteps.

Discussion Leaders:

Cindy Deakyne, Management Analyst, Delaware State Housing Authority

Karen Georgetown, AVP, Compliance Monitoring, Mississippi Home Corporation

Concurrent Roundtables With Invited Guests
Invited guests join these allocating agency-only roundtables to round out perspectives on current issues.

Developers Forum
Developers, investors, and syndicators come to the table with allocating agencies for a candid discussion of today’s development environment, bringing their perspectives on qualified allocation plan trends; escalating land, construction, and operating costs; soft markets; and Credit competition and pricing.

Discussion Leader:

James Chandler, Director of Low Income Housing Tax Credit Programs, Virginia Housing Development Authority

Participants:

Tom Capp, Chief Operating Officer, Gorman & Company

Carol Galante, President and CEO, BRIDGE Housing Corporation

Robert Greer, President, Michaels Development Co.

Christine Hobbs, Director, Community Development Investment Group, Freddie Mac

Cynthia Lacasse, President, John Hancock Realty Advisors, Inc.

Carmel McGuire, Director of Affordable Housing, National Association of Home Builders

Ricardo Rodriguez, Vice President, Morgan Stanley

Jeffrey Woda, Principal, The Woda Group, LLC

• Tom Capp: Handout
  

Exchange With Compliance and Management Professionals
Compliance and management experts join this roundtable discussion to add their perspectives on the most vexing property management and compliance challenges. Get their views on NAHMA’s XML data transfer standard, 8823 issuance, and noncompliance correction.

Discussion Leader:

Patricia Murphy, Manager, Portfolio Compliance, Texas Department of Housing and Community Affairs

Participants:

Elizabeth Bramlet, Senior Trainer, Quadel Consulting Corporation

Steven Rosenblatt, President, Spectrum Enterprises

Kristin Han, Director of Compliance, WNC & Associates, Inc.

Ruth Theobald Probst, President, TheoPRO Compliance & Consulting, Inc.

Concurrent Sessions:

Ask the Legal and Accounting Experts
Don’t miss this ever-popular opportunity to get answers to
your most difficult legal and accounting questions from nationally renowned industry experts.

Discussion Leader:

Herbert Stevens, Partner, Nixon Peabody LLP

Participants:

Jerome Breed, Partner, Powell Goldstein LLP

Anthony Freedman, Partner, Holland & Knight LLP

John Mackey, Principal, Reznick Group

Beth Mullen, Office Managing Principal, Reznick Group

Michael Novogradac, Managing Partner, Novogradac & Company, LLP

Housing Credit Essentials
(Open to all. Requires a separate registration fee for non-allocating agencies. Free for registered Marketplace exhibitors.)
The best 101 in the industry. Sharpen your knowledge of
income, rent, and other essential Housing Credit rules; qualified allocation plan requirements; and compliance basics. Examine sources and uses of funds, eligible basis calculations, and the 10 Percent Test. Delve into utilizing other subsidies, project due diligence, negotiating deal terms, and syndication fundamentals.

Trainers:

Gregory Doran, Associate, Nixon Peabody LLP

Roshni Patel, Manager, Ernst & Young LLP Tax Credit Investment Advisory Services

Barbara Tyrrell, Managing Director, MMA Financial

Suzanne Vice, Director, Northern California, National Affordable Housing Trust

Barbara Wallace, HOME/Tax Credit Coordinator, Alabama Housing Finance Authority

• Housing Credit Essentials Outline

• PowerPoint Presentation

Opening Plenary:
Credit Crossfire
In this rapid fire discussion, experts from all industry sectors take on emerging issues in Credit legislation and regulation, development, finance, syndication, investment, and property management, setting the stage for in-depth exploration of these topics over the course of the conference.

JOINT SESSION

Property Performance & Beyond
Ernst and Young’s Fred Copeman takes you to the bottom line of his latest report on how Credit properties are performing across the country. Learn what today’s properties are telling us about how we should build and manage tomorrow’s.

Discussion Leader:

Fred H. Copeman, National Director, Tax Credit Investment Advisory Services, Ernst & Young LLP Tax Credit Investment Advisory Services

Participants:

Bob Moss, Senior VP, Director of Origination, Boston Capital Corporation

Richard Floreani, Senior Manager, Ernst & Young LLP Tax Credit Investment Advisory Services

Anthony Bertoldi, Principal, MMA Financial

Douglas P. Koch, Senior Manager, Ernst & Young LLP Tax Credit Investment Advisory Services

William J. Pavao, Executive Director, California Tax Credit Allocation Committee

• Ernst & Young: PowerPoint Presentation

Concurrent Tracks

Finance & Development:
Today’s Equity Market
Leading investors and syndicators consider how the economy, the real estate market, state agency policies, and property performance are impacting Credit investment and pricing.

Discussion Leader:

Richard S. Goldstein, Partner, Nixon Peabody LLP

Participants:

Christine Hobbs, Director, Community Development Investment Group, Freddie Mac

Ronne Thielen, Managing Director, Affordable Housing, Centerline Capital Group

David Robbins, Senior Vice President, MMA Financial

Cynthia Lacasse, President, John Hancock Realty Advisors, Inc.

Jim K. Rieker, President, Midwest Housing Equity Group

Jeffrey H. Donahue, President and CEO, Enterprise Community Investment, Inc.

Compliance & Management:
What the New 8823 Guide Means for You
Come with your best questions for an expert panel of allocating agency and industry compliance experts. Grace Robertson, author of the 8823 Guide, offers her insights.

Discussion Leader:

Sara Newsom, Manager, Rental Assets, North Carolina Housing Finance Agency

Participants:

Grace F. Robertson, Senior Program Analyst, Internal Revenue Service

Natasha Weaver, Manager, Program Compliance, Colorado Housing and Finance Authority

Anthony S. Freedman, Partner, Holland & Knight LLP

Elizabeth L. Moreland, President, Housing Credit College

Ruth L. Theobald Probst, President, TheoPRO Compliance & Consulting, Inc.

Bonus Session:
Multifamily Bonds 101
More than half of all Credit projects are financed with tax-exempt bonds. Learn how it’s done best from nationally recognized authorities.

Discussion Leader:

Kathleen J. Orlandi, Partner, Hawkins Delafield & Wood LLP

Trainers:

Richard Gerwitz, Director, Citi, Municipal Securities Division

Karen Fitzgerald, Associate Director, Corporate & Government Ratings, Standard & Poor's

Edwin Gipson, Chief, Multifamily Programs, California Housing Finance Agency

Mitchell J. Bragin, Partner, Kutak Rock LLP

• Mitchell J. Bragin: PowerPoint Presentation

• Karen Fitzgerald: PowerPoint Presentation

• Edwin Gipson: PowerPoint Presentation

Concurrent Tracks

Finance & Development:
Debt Financing Options
Hear about today’s most favored loan and credit enhancement options for financing all phases of Housing Credit development. Consider whether to add FHLB AHP funds or state trust fund monies to your financing mix.

Discussion Leader:

W. Robin Kemker, Senior Housing Credit Technician, Utah Housing Corporation

Participants:

David J. Lacki, Director, RBC Capital Markets

Paul Weissman, Senior Vice President, Column Capital LLC

David Leopold, Senior Vice President, Community Development Banking Manager - National Pro, Bank of America

Compliance & Management:
Monitoring Multiple Subsidies
Leveraging the Credit with HOME and other subsidies is often the key to getting deals done. Multiple subsidies mean navigating multiple compliance rules. Learn when to apply what rules and why.

Discussion Leader:

Emmit Grayson, Tax Credit Compliance Specialist, Oklahoma Housing Finance Agency

Trainer:

Elizabeth Bramlet, Senior Trainer, Quadel Consulting Corporation

• Elizabeth Bramlet: PowerPoint Presentation
  

Bonus Session:
Capitol Briefing
Go in-depth on legislation before Congress that could change how you do Credit business.

Discussion Leader:

Barbara J. Thompson, Executive Director, National Council of State Housing Agencies

Participants:

Denise B. Muha, Executive Director, National Leased Housing Association

Stockton Williams, Senior Vice President, Enterprise Community Partners, Inc.

Gregory Brown, Assistant Staff Vice President, Government Affairs, National Association of Home Builders

Concurrent Tracks

Finance & Development:
Progress on the Preservation Front
State agencies are increasingly using the Credit to preserve at-risk affordable housing. Hear about a creative new financing structure developers are using to recapitalize and extend the life of existing properties.

Discussion Leader:

James L. Logue, Senior Vice President & Chief Operating Officer, Great Lakes Capital Fund for Housing

Participants:

Patrick Sheridan, Senior Vice President, Housing Development, Volunteers of America, Inc.

Tom Capp, Chief Operating Officer, Gorman & Company

Robert Snow, Senior Vice President, National Affordable Housing Trust

Tracy Kaufman, Director, National Preservation Initiative, National Housing Trust

Jim Baugh, Vice President of Acquisitions and Development, National Church Residences

Lynn Schoessler, Manager, Housing Finance Section, Oregon Housing and Community Services

• Tom Capp: Handout

• Tracy Kaufman: Handout
  

Compliance & Management:
Building Successful Credit Communities
Learn new ways to attract qualified tenants to your Credit developments. Hear how to engage tenants in their communities’ future success.

Discussion Leader:

Brian Carnahan, Director, Office of Program Compliance, Ohio Housing Finance Agency

Participants:

Elizabeth Bramlet, Senior Trainer, Quadel Consulting Corporation

Bonita Bair, President, BMB & Associates, Inc.

Laura Flores, Director of Asset Management, Homestead Capital

Bonus Session:
New Business Opportunities With PHAs
Hear how developers and allocating agencies are working with public housing authorities in creative ways to recapitalize their properties and develop new ones.

Discussion Leader:

Dorothy Boisseau, Tax Credit Administrator, Rhode Island Housing

Participants:

John F. Mackey, Principal, Reznick Group

Michael Andrews, Director of Development and Community Revitalization, Housing Authority of Portland

Dominique G. Blom, Deputy Assistant Secretary for Public Housing Investments, U.S. Department of Housing & Urban Development

Concurrent Tracks

Finance & Development:
Conquering the Rural Challenge
Discover ways to develop and preserve rural rental housing even when confronted with low incomes, high development costs, and dispersed populations.

Discussion Leader:

Carla Berg Pope, Director, Affordable Rental Production, Iowa Finance Authority

Participants:

Lowell Barron, President, Barron Development

Michael G. Steininger, Director, Multifamily Housing Loan Processing Division, Rural Development, U.S. Department of Agriculture

Sherry Bossie, Senior Director, Multi-Family Development & Technical Services, West Virginia Housing Development Fund

• Michael G. Steininger: PowerPoint Presentation
  

Compliance & Management:
Keeping the Lid on Operating Costs
Operating costs can make or break the bottom line. Discuss strategies owners are using to keep costs down, including appealing property tax assessments, obtaining more accurate utility allowances, and enlisting technology to streamline their operations.

Discussion Leader:

Reneé A. Serino, Housing Compliance Administrator, Arizona Department of Housing/Arizona Housing Finance Authority

Participants:

Carmel McGuire, Director of Affordable Housing, National Association of Home Builders

KC West, President, DOMUS Systems Inc.

Mark McDaniel, President / CEO, Great Lakes Capital Fund for Housing

Richard Gentry, Senior Vice President, Asset Transaction Management, National Equity Fund, Inc.

Bonus Session:
Combining Credits
A how-to clinic on combining the Credit with historic tax credits, energy credits, and New Markets Tax Credits.

Discussion Leader:

Catherine Racer, Associate Director, Massachusetts Department of Housing & Community Development

Participants:

Michael J. Novogradac, Managing Partner, Novogradac & Company, LLP

Terri Preston-Koenig, Partner, Virchow, Krause & Company, LLP

Robert Wasserman, Historic, NMTC & LIHTC Investments, U.S. Bancorp Community Development Corporation

David W. Kunhardt, Director, RBC Apollo Equity Partners

• Terri Preston-Koenig: PowerPoint Presentation

• David Kunhardt: PowerPoint Presentation

Concurrent Tracks

Finance & Development:
The Latest Year 15 Exit Strategies
Learn how to convert your properties to affordable homeownership in Year 15, and hear about other smart exit strategies.

Discussion Leader:

James M. Chandler, Director of Low Income Housing Tax Credit Programs, Virginia Housing Development Authority

Participants:

Anthony S. Freedman, Partner, Holland & Knight LLP

Patrick Sheridan, Senior Vice President, Housing Development, Volunteers of America, Inc.

Howard Heitner, Executive Vice President, SunAmerica Affordable Housing Partners, Inc.

Steven J. Stogel, President, DFC Group, Inc.

Robert L. Sheppard, Senior Director, Marcus & Millichap National Tax Credit Property Advisors

Compliance & Management:
Tenant Documentation and Certification
Understand what property managers should document and why, what happens when a tenant goes over income, and the next available unit rule.

Trainer:

Elizabeth L. Moreland, President, Housing Credit College

Bonus Session:
Attracting Investors to Supportive Housing Deals
Hear what’s keeping investors on the supportive housing sidelines and how to get them into the game.

Discussion Leader:

Joseph Weisbord, Senior Policy Analyst, Fannie Mae

Participants:

Paul Cummings, Senior Vice President, Syndication, Enterprise Community Investment, Inc.

Andrew Baldwin, Program Manager, Project Development & Finance, Corporation for Supportive Housing

Judy Schneider, Senior Vice President and Chief Underwriter, National Equity Fund, Inc.

Paul Davis, Director, Low Income Housing Tax Credits, Fannie Mae

Concurrent Tracks

Finance & Development:
Realities of Underwriting Resident Services
Examine how states make way for resident services in Credit developments by awarding points for service plans and integrating service funding in financing plans. Discuss Enterprise Community Partners’ recent findings that resident services reduce management costs and increase owners’ return on investment.

Discussion Leader:

Brian Miller, Director, Asset Management, Colorado Housing and Finance Authority

Participant:

Roberto C. Franco, Housing Services Representative, Oregon Housing and Community Services

Trainer:

Diana A. Meyer, Senior Director, Enterprise Community Partners, Inc.

• Diana A. Meyer: PowerPoint Presentation

• Diana A. Meyer: Handout
  

Compliance and Management:
Getting It Right in Year One
A step-by-step training on must-dos and don’ts in the first Credit year. Learn the rules for meeting minimum set-aside requirements, strategies for maximizing Credits, and recommended documentation practices.

Trainer:

Bonnie Percy-Hill, Compliance Manager, J.P. Morgan Capital Corporation

Participant:

Keith A. Garovoy, President, GCC Garovoy Compliance & Consulting

• Keith A. Garovoy: PowerPoint Presentation
  

Bonus Session:
Advanced Legal and Accounting Issues
National experts dig into complex issues facing owners, including valuing general partnership interests, IRS reportable transactions with contractual protection, and developing audit reports that satisfy state and accepted accounting requirements.

Discussion Leader:

Rebecca L. Peace, Chief Counsel, Pennsylvania Housing Finance Agency

Participants:

Melanie D. Reusze, P.G.S., Ice Miller LLP

Jerome A. Breed, Partner, Powell Goldstein LLP

Michael J. Novogradac, Managing Partner, Novogradac & Company, LLP

Jeanne Peterson, Partner, Reznick Group

Concurrent Tracks

Finance & Development:
Green Building Grows Up
Incorporating sustainable building
techniques into Housing Credit development has become the rule, not the exception, in many states. Meet leading industry experts to discuss advantages of green building, minimum design standards, national policy guidelines, state qualified allocation plan initiatives, and more in this rapidly evolving sector of the Credit industry.

Discussion Leader:

Michelle Den Bleyker, Loan Underwriter, New Mexico Mortgage Finance Authority

Participants:

Scott Hoekman, Senior Vice President & Chief Credit Officer, Enterprise Community Investment, Inc.

James Tassos, Consultant

Jeffrey S. Lesk, Partner, Nixon Peabody LLP

• Scott Hoekman: PowerPoint Presentation

• Scott Hoekman: Handout
  

Compliance & Management:
Fair Housing Compliance
Industry experts and government officials explain the essential Fair Housing Act rules you need to follow and discuss the consequences of non-compliance. Come ask your most pressing accessibility, tenant screening, marketing, and community notification questions.

Trainer:

Robert Ardinger, President, Ardinger Consultants and Associates

Discussion Leader:

Katina C. Pace, Vice President of Tax Credits, Mississippi Home Corporation

Participants:

Edward Stone, Director Asset- Management, RBC Apollo Equity Partners

Neil J. Rosen, Principal, NJR Real Estate Consulting Services, LLC

Martin Soloway, Deputy Director, Housing, Community Partners for Affordable Housing

Mary Levine, Acting General Counsel/Director of Legal Affairs, Michigan State Housing Development Authority

Karen Clearwater, Housing Resource Assistant Manager, Oregon Housing and Community Services

• Mary Levine: PowerPoint Presentation

• Neil J. Rosen: Handout

• Martin Soloway: PowerPoint Presentation