• 10HFA_Institute_CHA.jpg

    Agenda

      

    Housing Credit

    Housing Credit Reference Guide

    HOME

    HOME Reference Guide

    MRBs and Federal Mortgage Insurance 

    MRBs and Federal Mortgage Insurance Reference Guide

    Section 8 Performance-Based Contract Administration

    Section 8 Performance-Based Contract Administration Reference Guide
     

    Housing Credit Module

    Sunday, January 10

    11:00 a.m. – 5:00 p.m.
    Registration & Information

    1:00 p.m. – 1:45 p.m.  

    Washington Wire
    (Open to Housing Credit Allocating Agencies Only)
    Join NCSHA to assess the 2010 policy landscape, including the status of legislative proposals to extend the Housing Credit Exchange Program and NCSHA’s other legislative and regulatory priorities, the latest Treasury and HUD guidance, federal agency appropriations, and other hot topics.
     
    Participants:
    • Garth Rieman | Director, Housing Advocacy & Strategic Initiatives | National Council of State Housing Agencies

     

    2:00 p.m. – 5:00 p.m.

    Concurrent Community Meet-Ups
    (Open to Housing Credit Allocating Agencies Only)

    Compliance Community Meet-Up
    Take an in-depth look at monitoring issues, including the latest federal program guidance, new state monitoring policies, 8823 Guide changes, income limits, and new monitoring challenges under TCAP and the Exchange Program.
     
    Participants:
    • Renee Dickinson | Tax Credit Compliance Officer | Minnesota Housing
    • Brenda Hawkins | Compliance Program Manager | Virginia Housing Development Authority
     
    Development Community Meet-Up
    Allocating agency staff react, share concerns, and brainstorm best approaches to current Housing Credit development issues, including the latest federal guidance, 2010 QAP and allocation trends, positioning deals for equity investment, and maximizing TCAP and Exchange Program funds.
     
    Participant:
    • James Chandler | Director of Low Income Tax Credit Programs | Virginia Housing Development Authority
    • Jacob Sipe | Multifamily Manager | Indiana Housingand Community Development Authority
     
    Monday, January 11

    7:30 a.m. – 5:30 p.m.
     Registration & Information
     
    7:30 a.m. – 8:40 a.m.

    Continental Breakfast

    8:45 a.m. – 10:15 a.m.   

    IRS Chief Counsel and Examination Briefing
    (Open to Housing Credit Allocating Agencies Only)
    In this perennial session, senior IRS representatives meet with allocating agency staff to discuss current Housing Credit issues. Hear what IRS has to say on forthcoming program guidance, IRS form revisions, state Credit ceiling issues, the recently updated IRS 8823 Guide, and other critical program administration matters.
     
    Participants:
    • Paul Handleman | Branch Chief, Passthroughs and Special Industries | Internal Revenue Service
    • Julie Hanlon-Bolton | Attorney Advisor | Internal Revenue Service
    • Grace Robertson | Senior Program Analyst | Internal Revenue Service
    • Christopher Wilson | Senior Counsel | Internal Revenue Service
     
    Public Conference Begins; Sessions Open to all Attendees     
     
    10:30 a.m. – 11:45 a.m.
    Opening Plenary
     
    2010 Housing Credit Industry Outlook
    As the Housing Credit approaches its 25th year, join industry thought leaders for a provocative discussion on the state of the industry, including prospects for 2010 legislative changes, the impact and future of the TCAP and Credit Exchange Programs, the forecast for Housing Credit equity investment, and new state agency policy initiatives.
     
     Discussion Leader:
    • Deborah VanAmerongen | Commissioner | New York State Division of Housing and Community Renewal

     

    Participants:

    • Carol Galante | U.S. Department of Housing and Urban Development
    • Richard Goldstein | Partner | Nixon Peabody LLP
    • Patrick Nash | Managing Director | JP Morgan Capital Corporation
    • Garth Rieman | Director, Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
    • Charles Werhane | President & CEO | Enterprise Community Investment, Inc.
       

    11:45 a.m. – 1:00 p.m
              Luncheon

    1:00 p.m. – 2:30 p.m.
              Concurrent Sessions

    Kickstarting Developments with TCAP
    Hear HUD, state, and industry perspectives on TCAP, including financial structuring, environmental reviews, prevailing wage rate compliance, asset management, and reporting.

    Discussion Leader:

    • Debra Urban | Director of Tax Credit Services | New Jersey Housing and Mortgage Finance Agency 

     Participants:

    • Glenn Graff | Partner | Applegate & Thorne-Thomsen, P.C.
    • Jack Malgeri | Director, Program Standards & Compliance Division, Fair Housing and Equal Opportunity | U.S. Department of Housing & Urban Development
    • Jeanne Peterson | Principal | Reznick Group
    • Clifford Taffet | Director, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development (Presentation)
     
    Dissecting IRS’ 8823 Guide and Other Exam Activity
    Delve deep into compliance matters covered in the newly revised IRS 8823 Guide, and discuss the latest audit initiatives and other compliance developments with a panel of IRS officials, state representatives, and industry compliance experts.
     

    Discussion Leader:

    • Patricia Murphy | Chief of Compliance & Asset Oversight | Texas Department of Housing and Community Affairs

     

     Participants:

    • Paul Handleman | Branch Chief, Passthroughs and Special Industries | Internal Revenue Service
    • Grace Robertson | Senior Program Analyst | Internal Revenue Service (Presentation)
    • Steven Rosenblatt | President | Spectrum Enterprises
    • Ruth Theobald Probst | President | TheoPRO Compliance & Consulting, Inc.

    2:45 p.m. – 4:00 p.m.
              Concurrent Sessions
     
    Spurring Development with the Credit Exchange
    Hear Treasury, state, and industry perspectives on the Credit Exchange Program, including deal structuring, investor considerations, program reporting, asset management, and best practices.
     
    Discussion Leader:
    • William Pavão | Executive Director | California Tax Credit Allocation Committee

     

     Participants:

    • Anthony Freedman | Partner | Holland & Knight LLP
    • Michael Jacobs | Vice President/Regional Team Leader | National Equity Fund, Inc.
    • Ellen Neubauer | U.S. Department of Treasury
    • Elizabeth Van Benscoten | Community Development Banking, Lending Product Manager | Bank of America
     
    Proactive Restructuring Strategies
    Discuss long-term capital and compliance issues facing an aging Housing Credit portfolio, including competition with market rate properties, capital needs assessments, and strategies to maintain affordability and continued compliance in troubled developments.
     
    Discussion Leader:
    • Brian Carnahan | Principal | Reznick Group
    Participants:
    • Katherine Alitz | Senior Vice President, Director, Dispositions and Special Assets | Boston Capital Corporation (Presentation)
    • Elizabeth Bramlet | Senior Trainer | Quadel Consulting Corporation (Presentation)
    • Scott Kline | Vice President | National Housing Trust (Presentation) 
    • Beth Mullen | Director, Program Compliance | Reznick Group
     
    4:15 p.m. – 5:30 p.m.
    Informing the Housing Credit Policy Debate
    As GAO begins work on two new Housing Credit studies and HUD gets ready to collect tenant data, the state agencies gear up for additional reporting on TCAP and the Exchange Program. Learn what increased scrutiny may mean for the future policy direction of the program.
     

    Discussion Leader:

    • Mark Shelburne | Counsel and Policy Coordinator | North Carolina Housing Finance Agency

     Participants:

    • Michael Hollar | Senior Economist | U.S. Department of Housing and Urban Development(Presentation)
    • Robert Pinero | Senior Analyst | U.S. Government Accountability Office
    • Benson Roberts | Senior Vice President for Policy and Program Development | Local Initiatives Support Corporation (Presentation)
    • Ali Solis | Vice President, Public Policy | Enterprise Community Partners, Inc.
     
    5:30 p.m. – 6:30 p.m.
    Credit Happy Hour

    Tuesday, January 12

    8:30 a.m. – 5:15 p.m.
               Registration & Information

    7:30 a.m. – 8:55 a.m.
               Continental Breakfast

    9:00 a.m. – 10:30 a.m.
               Concurrent Sessions

    Revitalizing the Housing Credit Equity Market
    Housing Credit investment experts discuss the 2010 market for Credits, investor interest in TCAP and Exchange deals, legislative prospects to invigorate the equity market, the impact of secondary market transactions, a new Ernst & Young report on Credit investment, and other breaking issues.
     

    Discussion Leader:

    • Catherine Racer | Associate Director | Massachusetts Department of Housing & Community Development

     

    Participants:

    • Fred Copeman | Principal | Reznick Group
    • Joseph Hagan | President and CEO | National Equity Fund, Inc.
    • Robert Moss | Senior VP, Director of Origination | Boston Capital Corporation
    • Sindy Spivak | Senior Vice President | Bank of America
    • Elizabeth Stohr | LIHTC Director | U.S. Bancorp Community Development Corporation (Presentation)
    • Ronne Thielen | Managing Director, Affordable Housing | Centerline Capital Group (Presentation)

     

    Current Compliance Challenges
    Discuss today’s challenges in Housing Credit monitoring, including new income limit methodology, income recertifications in 100 percent low income deals, multiple subsidy issues, tenant transfers between buildings, and compliance and recapture challenges under TCAP and the Exchange Program. 

    Participants:

    • Elizabeth Bramlet | Senior Trainer | Quadel Consulting Corporation (Presentation) 
    • George Littlejohn | Partner/CPA | Novogradac & Company, LLP (Presentation) 
    • Steven Rosenblatt | President | Spectrum Enterprises
    • Ruth Theobald Probst | President | TheoPRO Compliance & Consulting, Inc.
     
    10:45 a.m. – 12:00 p.m.
              Concurrent Sessions
     
    Advanced Development and Tax Issues
    Hear the latest insight from top program attorneys, accountants, and investors into the increasingly complex world of Housing Credit development, including new financial structuring strategies, preservation, and property disposition.
     

    Discussion Leader:

    • Darrell Beavers | Housing Development Team Manager | Oklahoma Housing Finance Agency

     

    Participants

    • Jerome Breed | Partner | Bryan Cave, LLC
    • Anthony Freedman | Partner | Holland & Knight LLP
    • Richard Goldstein | Partner | Nixon Peabody LLP
    • Michael Novogradac | Managing Partner | Novogradac & Company, LLP (Presentation)

     

    Focus on Asset Management
    Join a panel of seasoned asset management professionals to discuss the economy’s impact on Housing Credit portfolio performance, investor perspectives on asset management, and new tests presented by TCAP and the Exchange Program. 

    Discussion Leader:

    • Lisa Vergolini | Deputy Executive Director | California Tax Credit Allocation Committee

     

    Participants:

    • Linda Cargill | President | Cargill Investment Group, Ltd.
    • Hal Keller | President | Ohio Capital Corporation for Housing
    • Elizabeth O'Leary, Senior Vice President, Asset Management | Enterprise Community Investment, Inc.

     

    Housing Credit Essentials will be offered via webinar prior to the conference. Registrants of the Credit module will be notified when the training is scheduled and will receive a free registration certificate. Housing Credit Essentials is also offered during the June Housing Credit Conference and Marketplace, June 22-25 in Chicago, IL.
     

    HOME Module
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    Tuesday, January 12

    8:30 a.m. – 5:15 p.m.
             Registration & Information

    1:00 p.m. – 3:30 p.m.
             Concurrent Sessions

    Veteran trainer Monte Franke walks you through the essentials of the HOME program, including eligible activities, affordability, income eligibility, housing quality, program administration, match, compliance monitoring, and enforcement.
     
    Participant:
    Financial Management
    ICF conducts in-depth training in financial management procedures to ensure compliance with HOME rules and OMB circulars. Learn to implement these procedures when tracking grant funds and program income and how to assess the financial systems of subrecipients and state recipients.
     
    Participant:

     

    3:45 p.m. – 5:30 p.m.
             Concurrent Sessions

    HOME Essentials, Part 2 See description under Part 1.  

    Trainer:

    • Monte Franke | Principal | Franke Consulting Group

     

    Complying with HUD’s Section 3 Requirements
    Understand what HUD expects of HOME administrators and what monitoring enforcement actions are likely as HUD ramps up Section 3 enforcement. Get guidance on assisting and advising recipients and demonstrating compliance.

    Participants:

    • Nicole Bouvier | Project Manager | ICF International
    • Staci Gilliam Hampton | Director, Economic Opportunity Division, Office of Fair Housing | U.S. Department of Housing and Urban Development (Presentation)
    • Sandra Middleton | Construction Compliance Manager and Section 3 Administrator | Missouri Housing Development Commission (Presentation)

     5:30 p.m. – 6:30 p.m.
              Networking Happy Hour

    Wednesday, January 13

    7:30 a.m. – 5:30 p.m.
               Registration & Information

    7:30 a.m. – 8:40 a.m.
               Continental Breakfast

    8:45 a.m. – 10:30 a.m.
              Breaking News from HUD

    On the 20th anniversary of the HOME program, top HUD HOME officials reflect on the program’s success and future. Program results, regulations, funding outlook, and upcoming guidance are all in the queue for discussion. Hear breaking news on the National Housing Trust Fund.

    Keynote Speaker:

    • Mercedes Marquez | Assistant Secretary for Planning and Community Development | U.S. Department of Housing & Urban Development

    Discussion Leader:

    • Garth Rieman | Director, Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies

    Participants:

    • Peter Huber | Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development (Presentation) 
    • Virginia Sardone | Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development
    • Marcia Sigal | Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development
    • Clifford Taffet | Director, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development

     

    10:45 a.m. – 12:15 p.m.
              Concurrent Clinics

    Q&A with HUD
    Join us at one of these specially targeted clinics.

    Cross Cutting Regulations

    • Rafiq Munir | Program Analyst | U.S. Department of Housing and Urban Development

    EPA Rule on Rehab

    • Warren Friedman | Senior Advisor to the Director, Office of Healthy Homes and Lead Hazard Control | U.S. Department of Housing and Urban Development
    • Michelle Price | Chief of Lead, Heavy Metals and Inorganics Branch, National Program Chemicals Division, Office of Pollution Prevention and Toxics | U.S. Environmental Protection Agency

    Hot HOME Regulatory and Policy Developments

    • Virginia Sardone | Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development

    Fair Housing

    • Kathleen Bialis | Assistant General Counsel, Office of Assisted Housing and Community Development | U.S. Department of Housing and Urban Development
    • Jack Malgeri | Director, Program Standards and Compliance Division, Fair Housing and Equal Opportunity | U.S. Department of Housing and Urban Development

    HOME and NSP

    • David Noguera | U.S. Department of Housing and Urban Development
    • Marsha Tonkovich | Senior Vice President | ICF International

    IDIS

    • Peter Huber | Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development

     

    12:15 p.m. – 1:30 p.m.
              HOME Luncheon

    1:30 p.m. – 3:30 p.m.
              Concurrent Sessions

    Working with CHDOs
    Hear how the economic environment is impacting your state’s Community Housing Development Organizations (CHDOs) and how to strengthen your partnerships with them. Get expert tips on the documents necessary to qualify a CHDO and insight into how to assess CHDO performance and build their capacity.

    Trainer:

    HOME’s Resale and Recapture Rules
    Learn the ins and outs of HUD’s resale and recapture rules. Understand the rules related to determining the affordability period, recording resale or recapture provisions, and ensuring compliance at a subsequent sale. Ensure your written agreements match HUD requirements and reinforce the resale or recapture rules.

    Participant

    • Marsha Tonkovich | Senior Vice President | ICF International (Presentation)

     3:45 p.m. – 5:15 p.m.
             Concurrent Sessions

    Subsidy Layering
    ICF expert trainers advise on requirements for layering HOME funds with different public sources of funding in both single-family and multifamily developments. Hear how to “right-size” the level of HOME investment and document compliance with the layering review process.

    Participant:

    Homeownership Tune-Up
    Current market conditions, the recent HOME/ADDI foreclosure study, and ongoing OIG audits of HOME homebuyer activities require fresh analysis of homeownership programs. Discuss remaining foreclosure and downside price risk and the impact of a housing recovery. Decide if and when program design, underwriting standards, counseling requirements, and other program features should be adjusted.

    Trainer:

     

    Thursday, January 14

    7:30 a.m. – 5:30 p.m.
              Registration & Information

    7:30 a.m. – 8:25 a.m.
              Continental Breakfast

    8:30 a.m. – 9:45 a.m.
              Concurrent Sessions

    Using Data Reports to Manage Your HOME Program
    HUD officials reveal the top ten data points to look for in your HOME reports. Find out what HUD field offices look for in your reports and how to use the data to improve program management.

    Participants:

    • Peter Huber | Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing &Urban Development (Presentation)
    • Marcia Sigal | Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development

    Monitoring the Health of Your Multifamily Developments
    Expert trainers show you how to take the temperature of your multifamily developments. Learn to recognize red flags and respond quickly. Discuss ways to stay informed about property occupancy trends, capital needs, and financial fitness. 

    Trainer:

    • Anker Heegaard | Principal | The Compass Group, LLC
    • Marsha Tonkovich | Senior Vice President | ICF International (Presentation)

     

    10:00 a.m. – 11:30 a.m.

             Concurrent Community Meet-Ups
             (Open to HFAs and State HOME Administrators Only)

    Homeownership Community Meet-Up
    Hear how colleagues across the country deal with rehabilitation, counseling, down payment assistance, neighborhood stabilization, and other issues. Discuss what you’ve learned in conference sessions and what it means to your HOME program.

    Discussion Leader:

    • Bill Dowse | Director, Strategic Investment | North Carolina Housing Finance Agency

    Rental Community Meet-Up
    Cover the range of rental development topics, including market assessments, deal structuring, and asset management. Exchange ideas on how to efficiently use HOME funds and meet increasing demand. Discuss what you’ve learned in conference sessions and what it means to your HOME program.

    Discussion Leader:

    • Kevin Tatreau | Director of Multifamily Development Programs | Florida Housing Finance Corporation



    MRBs and Federal Mortgage Insurance Module

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    Wednesday, January 13

    7:30 a.m. – 5:30 p.m.
              Registration & Information

    2:00 p.m. – 3:15 p.m.
              Concurrent Sessions

    Mortgage Revenue Bond Essentials, Part 1
    Dig into the details of the Mortgage Revenue Bond (MRB) and Mortgage Credit Certificate (MCC) programs, including income and property eligibility requirements, bond issuance and structuring, compliance monitoring, and trustee and rating agency roles. Discover how states are utilizing the resources provided by the Administration’s HFA initiative- the New Issue Bond and Temporary Credit and Liquidity Programs.

    Discussion Leader:

    • George Leocata | Senior Vice President, Single Family Programs | New York State Housing Finance Agency/State of New York Mortgage Agency

     

    Participants:

    • Michael Baumrin | Managing Director | RBC Capital Markets
    • Kathryn Newton | Director of Homeownership Programs | Pennsylvania Housing Finance Authority (Presentation)
    • John Wagner | Senior Partner | Kutak Rock LLP (Presentation)
    • Florence Zeman | Senior Vice President | Moody's Investors Service

     

    Servicing Essentials
    Cover servicing basics, including loan processing, portfolio management, and handling delinquencies. Consider successful loss mitigation strategies, including short sales and deeds in lieu of foreclosure. Learn best practices and technologies for managing risk.

    Discussion Leader:

    • Mike King | Single Family Administrator | Alabama Housing Finance Authority

    Participants:

    • Allen Jones | Bank of America Home Loans (Presentation)
    • Kevin Mello | Senior Asset Management Officer | MassHousing

     

    3:30 p.m. – 5:30 p.m.
    Concurrent Sessions

    Mortgage Revenue Bond Essentials, Part 2 See description under Part 1.

    Discussion Leader:

    • George Leocata | Senior Vice President, Single Family Programs | New York State Housing Finance Agency/State of New York Mortgage Agency

    Participants:

    • Michael Baumrin | Managing Director | RBC Capital Markets
    • Kathryn Newton | Director of Homeownership Programs | Pennsylvania Housing Finance Agency
    • John Wagner | Senior Partner | Kutak Rock LLP
    • Florence Zeman | Senior Vice President | Moody's Investors Service

     

    Legal Essentials for Homeownership
    Learn what you need to know about HOEPA, the SAFE Act, and RESPA. Hear how new requirements under these programs are impacting HFAs.

    Discussion Leader:

    • John Goryl | Associate Counsel | New York State Housing Finance Agency/State of New York Mortgage Agency

    Participants:

    • James Beavers | Director, SAFE Act Office | U.S. Department of Housing & Urban Development
    • Ivy Jackson | Director, RESPA, Interstate Land Sales | U.S. Department of Housing and Urban Development (Presentation)
    • Jim Michaels | Assistant Director, Division of Consumer and Community Affairs | Board of Governors of the Federal Reserve System

     

    Thursday, January 14

    7:30 a.m. – 5:30 p.m.
              Registration & Information

    7:30 a.m. – 8:25 a.m.
              Continental Breakfast

    8:30 a.m. – 10:15 a.m.
              Industry and Washington Outlook

    Hear from HUD officials and a leading housing economist on the future of the Federal Housing Administration (FHA), housing market trends, and how the housing crisis is likely to shape future housing policies and programs. Get NCSHA’s perspective on the outlook for affordable housing in Congress and the Administration.

    Discussion Leader:

    • Garth Rieman | Director, Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies

    Participants:

    • Eric Belsky | Executive Director | Joint Center for Housing Studies, Harvard University (Presentation)
    • John Courson | President and Chief Executive Officer | Mortgage Bankers Association
    • David Stevens | FHA Comissioner and Assistant Secretary of Housing | U.S. Department of Housing and Urban Development

     

    10:30 a.m. – 12:00 p.m.
              IRS and Treasury Perspectives

    Get an update on the New Issue Bond and Temporary Credit and Liquidity programs. Hear IRS and Treasury perspectives on other regulatory and legislative initiatives affecting MRBs, including the possible extension of the Housing and Economic Recovery Act’s temporary Housing Bond authority. 

    Discussion Leader:

    • Kathleen Orlandi | Partner | Hawkins Delafield and Wood LLP

    Participants:

    • John Cross | Associate Tax Legislative Counsel | U.S. Department of the Treasury
    • James Polfer | Branch Chief | Internal Revenue Service

     

    12:00 p.m. – 1:15 p.m.
              MRB Luncheon

    1:15 p.m. – 2:30 p.m.
              Dialogue with FHA, Ginnie Mae, and USDA Management

    Discuss FHA and Rural Housing and Ginnie Mae initiatives with senior program officials. Find out about the state of the FHA Insurance Fund and recent FHA Mortgagee Letters. Get an update from Ginnie Mae, and learn what's new in the Rural Housing loan programs.

    Discussion Leader:

    • Geoffrey Cooper | Director, Single Family Homeownership | Wisconsin Housing and Economic Development Authority

    Participants:

    • Margaret Burns | Director, Office of Single Family Program Development, FHA | U.S. Department of Housing & Urban Development
    • Kathleen Gibbons | Director, Single Family MBS Division | Ginnie Mae (Presentation) 
    • Philip Stetson | Director, SFH Loans and Grants | U.S. Department of Agriculture (Presentation)
    • Joaquin Tremols | Acting Director of the SFH Guarantee Division | U.S. Department of Agriculture (Presentation)

    2:45 p.m. – 4:00 p.m.
              Concurrent Sessions

    Bond Compliance and Enforcement Update
    Talk about bond compliance initiatives and enforcement efforts with IRS tax-exempt bond staff. Discuss upcoming regulations and guidance, including IRS plans to expand its bond compliance program to include state volume cap compliance.

    Discussion Leader:

    • Patricia Hippe | Deputy Commissioner | Minnesota Housing

    Particpants:

    • Frederic Ballard | Partner | Ballard Spahr LLP
    • Steven Chamberlin | Senior Manager, Compliance and Program Management, Tax Exempt Bonds | Internal Revenue Service

    Servicing Q&A with Senior FHA Management
    Get your servicing questions answered in this open forum with senior FHA leaders and industry experts. Share your experiences working with FHA’s loss mitigation tools, including the FHA Home Affordable Modification Program (HAMP) and HOPE for Homeowners.

    Discussion Leader:

    • Leslie McKnight | Director of Servicing | Rhode Island Housing

    Participants

    • Debra Beacham | Mortgage Housing Specialist, National Servicing Center, FHA | U.S. Department of Housing & Urban Development
    • Leslie Bromer | Housing Policy Specialist, Office of Asset Management & Disposition Division, Office of Single Family Asset Management, FHA | U.S. Department of Housing and Urban Development (Presentation)
    • Susan Hunt | Branch Director, National Servicing Center, FHA | U.S. Department of Housing & Urban Development

     

    4:15 p.m. – 5:30 p.m.
              Concurrent Sessions

    Increasing Homeownership Opportunities and Maximizing Lending
    Discover what HFAs are doing to help homebuyers and increase lending, including down payment assistance and tax credit loan programs. Get the latest on the impact of the Administration’s HFA initiative, the outlook for the GSEs, and an update on the private mortgage insurance industry.

    Discussion Leader:

    • David Westcott | Deputy Development Officer, Homeownership Programs | Florida Housing Finance Corporatio

    Participants:

    • Carl Riedy | Vice President, Public Entity Channel | Fannie Mae
    • Robert Tsien | Senior Vice President, Mission Oversight and Development | Freddie Mac
    • Brenda Walker | Senior Director, Homeownership Programs | Kentucky Housing Corporation

    Loss Mitigation, Foreclosure Prevention, and Recovery
    Hear from FHA leaders and industry partners about new loan servicing practices and requirements, loss mitigation, asset management, and underwriting. Get insights on how FHA refinancing, NSP, and HOME can prevent foreclosures and help stabilize communities that have suffered from foreclosures and abandonment.

    Discussion Leader:

    • Thomas Dolce | Managing Director of Servicing and Compliance | Virginia Housing Development Authority

    Participants:

    • Yolanda Chavez | Deputy Assistant Secretary for Grant Programs, Office of Community Planning and Development | U.S. Department of Housing & Urban Development
    • Dana Kozak | Assistant Vice President, Default Servicing | U.S. Bank Home Mortgage, MRBP Division
    • Vance Morris | Director, Office of SingleFamily Asset Management | U.S. Department of Housing and Urban Development (Presentation)
    • Jennifer Stockett | Senior Housing Policy Analyst, Homeownership Preservation Office | U.S. Department of the Treasury (Presentation) 

     

    5:30 p.m. – 6:30 p.m.
              MRB and Section 8 Happy Hour

    Friday, January 15

    8:30 a.m. – 11:00 a.m.
               Registration & Information

    7:30 a.m. – 8:25 a.m.
               Continental Breakfast

    8:30 a.m. – 10:00 a.m.
               Bond Market Outlook

    Discuss the prospects for a recovery of the Housing Bond market. Share the latest progress under the Administration’s HFA initiative. Consider bond financing alternatives.

    Discussion Leader:

    • Tom Hemmings | Chief Financial Officer | Colorado Housing and Finance Authority

    Participants:

    • Emily Heller | Executive Director, Tax Exempt Capital Markets | JP Morgan Securities (Presentation)
    • Alan Jaffe | Vice President | Goldman, Sachs & Co.
    • James Stretz | Senior Vice President | George K. Baum & Company (Presentation)

     

    10:15 a.m. – 11:45 a.m.
              Concurrent Community Meet-Ups
              (Open to HFAs Only)

    Loan Servicing Community Meet-Up
    Exchange best practices and share challenges. Review take– aways from earlier sessions and problem-solve with your peers.

    Discussion Leader:

    • Susan Semba | Director Homeownership Lending | Idaho Housing and Finance Association

    Single–Family Development Community Meet-Up
    Share your successes and swap solutions. Take home new ideas and information about homeownership initiatives.

    Discussion Leader:

    • Jerome Keelen | Directror of Single-Family Programs | New Jersey Housing and Mortgage Finance Agency
    • Elizabeth Lamoreux | Managing Director, Homeownership Division | New Hampshire Housing Finance Authority



    Section 8 Performance-Based Contract Administration Module

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    Wednesday, January 13

    7:30 a.m. – 5:30 p.m.
              Registration & Information  

    3:00 p.m. – 5:30 p.m.
              PBCA Program Essentials

    Review Performance-Based Contract Administration (PBCA) fundamentals, including performance standards, incentive fees, management and occupancy reviews, Tenant Rental Assistance Certification System (TRACS), Enterprise Income Verification (EIV), contract renewals, and processing and payment systems.

    Participants:

    • Robert Gumenick | Senior Associate | Quadel Consulting Corporation (Presentation)
    • Samir Yasa | Compliance Manager | Quadel Consulting Corporation

     

    Thursday, January 14

    7:30 a.m. – 5:30 p.m.
             Registration & Information

    7:30 a.m. – 8:25 a.m.
             Continental Breakfast

    8:30 a.m. – 10:15 a.m.

    HUD Update on ACC Revisions and RFP, Part 1
    Senior HUD officials will discuss the revised ACC, the RFP for PBCAs, the HUD Inspector General’s report, and the timeline for HUD assigning new contracts to PHAs. They will answer questions and report on other PBCA-related news, including HUD’s FY 2010 appropriations. 

    Participants:

    • Deborah Lear | Deputy Director, Office of Housing Assistance Contract Administration Oversight | U.S. Department of Housing and Urban Development (Presentation)
    • Lewis Suiter | Deputy Director | U.S. Department of Housing and Urban Development

     

    10:30 a.m. – 12:00 p.m.

    HUD Update on ACC Revisions and RFP, Part 2
    See description under Part 1.

    Participants:

    • Deborah Lear | Deputy Director, Office of Housing Assistance Contract Administration Oversight | U.S. Department of Housing and Urban Development
    • Lewis Suiter | Deputy Director | U.S. Department of Housing and Urban Development

    12:00 p.m. – 1:15 p.m.
              Section 8 Luncheon

    1:15 p.m. – 2:45 p.m.

    Hot Topics in PBCA Asset Management
    Senior HUD officials share the latest information on recent policy guidance changes and developments related to the Error Tracking Log, data sharing, and utility allowance calculations.

    Participants:

    • Naseem Saab | Management Information Specialist | U.S. Department of Housing and Urban Development
    • Yvette Viviani | Housing Program Manager | U.S. Department of Housing and Urban Development

     

    3:00 p.m. – 4:00 p.m.

    What’s New with EIV
    HUD provides the latest on its EIV system. Stay up to speed on HUD’s EIV 9.0 release, the new agreement between HUD and the Social Security Administration (SSA) for matching tenant data in assisted housing programs, HUD’s new EIV brochure for tenants, and more.

    Participants:

    • Yvette Viviani | Housing Program Manager | U.S. Department of Housing and Urban Development
    • Gail Williamson | Director, Housing Policy Division | U.S. Department of Housing and Urban Development

     

    4:15 p.m. – 5:30 p.m.

    Contract Administration Forum
    An informal and frank conversation about HUD’s rebidding process, the revised scope of PBCA work, covering costs, the transition process, and other contract administration issues.

    Discussion Leaders:

    • Donna McMillan | State Administration Division Director | Michigan State Housing Development Authority
    • Patricia Sylvester | Director, Multifamily Housing | Maryland Department of Housing and Community Development

    5:30 p.m. – 6:30 p.m.
              MRB and Section 8 Happy Hour

    Friday, January 15

    8:30 a.m. – 11:00 a.m.
              Registration & Information

    7:00 a.m. – 7:55 a.m.
              Continental Breakfast

    8:00 a.m. – 10:00 a.m.

    Analyzing Occupancy Handbook Changes and MORs
    Back by popular demand, Mary Ross of Ross Business Development will discuss recent changes in HUD’s occupancy handbook and common MOR findings.

    Participant:

     

    10:15 a.m. – 12:00 p.m.

    Keeping on Track with TRACS
    Mary Ross will help you to stay on top of the latest changes to HUD’s TRACS and the integrated Multifamily Access eXchange (iMAX). Prepare for TRACS 202D, understand certification submission and regulatory requirements, survive fatal error messages, and much more.

    Participant: