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    Agenda

    SATURDAY, OCTOBER 2
    (Sessions open to HFAs only)

     

    10:00 a.m. - 6:00 p.m.
    Registration & Information

    12:00 p.m. - 1:30 p.m.
    Housing Credit Task Force Meeting
    (HFA executive directors and one designated senior staff only; lunch available at 11:30 a.m.)

    1:30 p.m. - 3:00 p.m.
    Joint Meeting of the Housing Fiance Reform and Housing GSE Working Groups
    (HFA executive directors and one designated senior staff only)

    3:00 p.m. - 4:30 p.m.
    CONCURRENT COMMUNITY MEET-UPS(Open to HFAs only)

    • Federal Liaisons
    • Multifamily Development
    • Special Needs Housing

    3:00 p.m. - 4:30 p.m.
    Hardest-Hit Fund Meeting
    (Open to HFAs only)

    3:00 p.m. - 6:00 p.m.
    Human Resources Community Meet-Up
    (Open to HFAs only)

    4:30 p.m. - 6:00 p.m.
    CONCURRENT COMMUNITY MEET-UPS
    (Open to HFAs only)

    • Internal Auditors
    • Section 8 Contract Administration

    4:30 p.m. - 6:00 p.m.
    Rural Housing Focus Group Meeting
    (HFA executive directors and one designated senior staff only)

    4:30 p.m. - 6:00 p.m.
    Supportive Housing Focus Group Meeting
    (HFAs and invited guests only)

    4:30 p.m. - 6:30 p.m.
    Single-Family Program Community Meet-Up
     

    SUNDAY, OCTOBER 3
    (Sessions open to HFAs only unless otherwise noted)

     

    7:30 a.m. - 4:30 p.m.
    Registration & Information

    8:00 a.m. - 9:00 a.m.
    Disclosure Task Force Meeting
    (HFAs and invited guests only; continental breakfast available at 7:30 a.m.)

    8:00 a.m. - 9:30 a.m.
    Communications Task Force Meeting
    (HFA executive directors and senior staff only; continental breakfast avilable at  7:30 a.m.)

    9:00 a.m. - 10:30 a.m.
    CONCURRENT COMMUNITY MEET-UPS
    (Open to HFAs only)

    • Finance
    • HOME
    • Single-Family Servicing

    9:00 a.m. - 12:00 p.m.
    CONCURRENT COMMUNITY MEET-UPS
    (Open to HFAs only)

    • Human Resources (cont’d)
    • Information Technology
       

    9:30 a.m. - 11:30 a.m.
    NCSHA General Membership and Board of Directors Meeting
    (HFA executive directors only; light continental breakfast available at 9:00 a.m.) 

    10:00 a.m. - 11:30 a.m.
    Communications Community Meet-Up
    (Open to HFAs only)

    10:30 a.m. - 12:00 p.m.
    CONCURRENT COMMUNITY MEET-UPS
    (Open to HFAs only)

    • Legal
    • Multifamily Asset Management

    12:00 p.m. - 1:30 p.m.
    Future of HFAs Working Group
    (HFA executive directors and one designated senior staff only; lunch avilable at 12:00pm)

    1:30 p.m. - 3:00 p.m.
    Executive Directors Forum
    (HFA executive directors only)

    3:00 p.m. - 4:30 p.m.
    NCSHB Annual Business Meeting and HFA Board Member Roundtable
    (HFA board members and executive directors only)

    3:00 p.m. - 4:30 p.m.
    Pre-Conference Session on Strategic Planning
    (Open to all ; separate registration required. On-site registrants welcome.)

    Instructor:

    • Harrison Coerver, President, Harrison Coerver & Associates

    5:00 p.m. - 6:00 p.m.
    Leadership Circle Reception
    (By invitation only)

    6:00 p.m. - 7:30 p.m.
    The President’s Reception
    (Open to all)

    MONDAY , OCTOBER 4
    (Sessions open to all)

     

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

    7:30 a.m. - 7:00 p.m.
    The 2010 Showplace and WiFi Lounge Open
    Sponsored by:
    Boston Financial Management

    7:30 a.m. - 8:25 a.m.
    Breakfast in the Showplace

    8:30 a.m. - 10:30 a.m.
    Celebratory Opening Plenary and Awards Presentation

    Introduction of NCSHA’s New Leadership Team

    Presentation of Annual Awards for Program Excellence

    From Tribulation to Triumph with Jeannette Walls

    •  

    10:30 a.m. - 10:45 a.m.
    Break in the Showplace and book signing with Jeannette Walls

    10:45 a.m. - 12:00 p.m.
    CONCURRENT SESSIONS

    12:00 p.m. - 1:15 p.m.
    Lunch with Pulitzer Prize-Winning Author and Historian Doris Kearns Goodwin
    Book signing following in teh Constitution Ballroom and Constitution Foyer, 2nd Floor

    Speaker sponsored by:
    Fidelity Investments/Fidelity Capital Markets

    1:15 p.m. - 2:30 p.m.
    CONCURRENT SESSIONS

     

    2:30 p.m. - 3:00 p.m.
    Refueling Break in the Showplace

    3:00 p.m. - 4:15 p.m.
    CONCURRENT SESSIONS

    4:15 p.m. - 4:30 p.m.
    Networking Break in the Showplace

    4:30 p.m. - 5:30 p.m.
    CONCURRENT SESSIONS

     

    5:30 p.m. - 7:00 p.m.
    A Taste of Boston in the Showplace
    Sponsored by:
    Wells Fargo Bank of America
    TUESDAY , OCTOBER 5

    7:30 a.m. - 12:00 p.m.
    Registration & Information

    8:00 a.m. - 10:00 a.m.
    Wifi Lounge
    Sponsored by:
    Boston Financial Management

    8:00 a.m. - 9:15 a.m.
    Special Breakfast Plenary: The Future of HFA Mortgage Financing

    Discussion Leader:

    • Garth Rieman, Director, Housing Advocasy and Strategic Initiatives, NCSHA

    Participants:

    • Michael Baumrin, Managing Director, RBC Capital Markets
    • Dana Bunting, Vice President, Goldman, Sachs & Co.
    • Thomas Gleason, Executive Director, MassHousing
    • Kent Hiteshew, Managing Director, JP Morgan Securities
    • Brian Hudson, Executive Director, Pennsylvania Housing Finance Agency
    • Gerald Hunter, President & Executive Director, Idaho Housing and Finance Association

    9:15 a.m. - 9:30 a.m.
    Networking Break

    9:30 a.m. - 10:45 a.m.
    CONCURRENT SESSIONS

    10:45 a.m. - 11:00 a.m.
    Networking Break

    11:00 a.m. - 12:15 p.m.
    CONCURRENT SESSIONS

    Session Descriptions

    MONDAY, OCTOBER 4
    10:45 a.m. - 12:00 p.m.


    Are Happy Housing Credit Times Here Again?
    Examine the Housing Credit equity market, including pricing and investment trends. Analyze the latest legislative action and outlook. Get investor, HFA, and other expert perspectives on making the Credit work in rural areas, allocation and underwriting changes, and asset management.

    Discussion Leader:

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

    Participants:

    • Leila Ahmadifar, Director - LIHTC Investments, Citi Community Capital
    • Fred Copeman, Principal, Reznick Group
    • Anthony Freedman, Partner, Holland & Knight LLP
    • Scott Hoekman, Senior Vice President & Chief Credit Officer, Enterprise Community Investment, Inc.
    • Robert Moss, Senior Vice President, Director of Origination, Boston Capital Corporation
    • Andrew Weil, Executive Managing Director, Centerline Capital Group


    Open Source Software and Cloud Computing: Stormy Skies or Silver Linings?
    Compare the risks and benefits of open source software and cloud computing. Both options have emerged as potential money-savers, but can you afford the associated risk? Join a healthy debate on the relative merits of adopting these new technologies, including discussion of data center virtualization, security concerns, where you can afford to be frugal, and where the buck-saving
    should stop.

    Discussion Leader:

    • Anthony Peleska, Chief Information Officer, Minnesota Housing

    Participants:

    • Alexander Yim, IT Systems/Network Administrator, Washington State Housing Finance Commission
    • Kurt Voelker, Chief Technology Officer, FORUM ONE Communications


    Complying with New EEOC Directives
    The Equal Employment Opportunity Commission’s new edicts contain important information about the Genetic Information Nondiscrimination Act (GINA) and Americans with Disabilities Act (ADA) amendments of 2008. Experts on the revisions and their implications weigh in on what changes this may cause in your workplace and how you can implement the requirements smoothly.

    Trainer:

    • Terence McCourt, Shareholder, Greenberg Traurig LLP


    HFA Communications in a New Housing Era
    Re-examine and rethink your entire marketing and communications operation in light of the current housing environment. Make sure you are poised to publicize and protect the HFA brand and to respond to public opinion about affordable homeownership, foreclosure rates, political pressure, and other realities in your state.

    Discussion Leaders:

    • Herb Hill, Managing Director of Policy, Planning and Communications, Virginia Housing Development Authority
    • Cara Foran, Communications & Educational Development Manager, NCSHA


    Moving Mortgages in a Mediocre Market
    Learn how HFAs are using down payment assistance, well-tailored products, counseling programs, and marketing to stay relevant, attract home buyers, and keep business humming. Get the latest on FHA and Rural Development insurance programs.

    Discussion Leader:

    • Lee Ann Smith, Director, Single-Family Programs, Oklahoma Housing Finance Agency

    Participants:

    • Vicki Bott, Deputy Assistant Secretary for Single-Family Housing, HUD
    • Robert Chrane, President, Workforce Resource, LLC
    • Carol DeRosa, Administrator, Residential Mortgage Programs, Community & Program Development & Marketing, Development and Customer Service, Connecticut Housing Finance Authority
    • Susan Semba, Director, Homeownership Lending, Idaho Housing and Finance Association
    • Tammye Trevino, Administrator of Housing and Community Facilities, U.S. Department of Agriculture


    Special Needs Housing: Power of Housing at Work

    • California HFA’s The Road to Recovery Leads Home
    • Connecticut HFA’s State Supportive Housing Initiatives
    • Delaware SHA’s STEP UP Program
    • Michigan SHDA’s Piquette Square and Silver Star Lining

    Discussion Leader:

    • Nancy O’Brien, Administrator, Multifamily Housing Development Programs, Connecticut Housing Finance Authority

    Participants:

    • Anas Ben Addi, Executive Director, Delaware State Housing Authority
    • Gary Heidel, Interim Executive Director, Michigan State Housing Development Authority
    • Steven Spears, Executive Director, California Housing Finance Agency


    What’s Up (or Down) with Today’s Bond Market?
    Hear experts discuss municipal bond market trends, the status and outlook of the New Issue Bond Program, and bond structuring alternatives. Review recent HFA bond issues. Consider alternatives for investing bond proceeds in today’s market.

    Discussion Leader:

    • Patricia Hippe, Deputy Commissioner, Minnesota Housing

    Participants:

    • Barry Gottfried, Director, Barclays Capital
    • Jack Gray, Managing Director, Assured Guaranty
    • Michael Koessel Director, Citigroup Global Markets Inc.
    • Geoffrey Proulx, Executive Director, Morgan Stanley
    • James Stretz, Senior Vice President, George K. Baum & Company

    MONDAY, OCTOBER 4
    1:15 p.m. - 2:30 p.m.


    FinReg Fallout: What Financial Reform Means to HFAs
    Examine the Dodd-Frank Wall Street Reform and Consumer Protection Act’s impact on HFAs. Learn about new risk retention requirements, derivatives regulation, and mortgage product standards. Find out about federal rule-writing plans and compliance deadlines.

    Discussion Leader:

    • Timothy Sullivan, Chief Financial Officer, MassHousing

    Participants:

    • Frederic Ballard, Partner, Ballard Spahr LLP
    • Peter Shapiro, Managing Director, Swap Financial Group
    • Mary Simpkins, Senior Special Counsel, Office of Municipal Securities, Division of Trading and Markets, U.S. Securities and Exchange Commission
    • Howard Zucker, Partner, Hawkins Delafield & Wood LLP


    HFA Communications in a New Housing Era, Part 2
    With the macro view of the challenges ahead, consider new tools that you want to use and what doesn’t work anymore. Take a hard look at your existing marketing and communications plan. Think about how you plan to implement the nationwide Power of Housing at Work
    campaign. Hear how states are incorporating new goals into existing communications plans and meeting new challenges with current or reduced staff.

    Discussion Leader:

    • Eric Gedstad, Manager, Corporate Communications, MassHousing

    Participants:

    • Scott Ferson, President, Liberty Square Group
    • Kenneth Giebel, Director of Marketing, California Housing Finance Agency
    • Kate Venne, Director of Communications, Wisconsin Housing and Economic Development Authority 

     

    Implementing the HEARTH Act
    Analyze the McKinney-Vento Homeless Assistance program changes Congress made last year in the Homeless Emergency Assistance and Rapid Transition to Housing (HEARTH) Act of 2009. Find out about the status of and outlook for HUD regulations implementing the changes. Discuss how the new Emergency Solutions Grant (ESG) program, the expanded definition of
    homelessness, and other HEARTH provisions will impact your agency.
    Discussion Leader:

    • Julie Ann Monson, Housing Finance Manager, Minnesota Housing

    Participants:

    • Brian Fitzmaurice, Director, Community Assistance Division, Office of Special Needs Assistance Programs, HUD
    • Norm Suchar, Senior Policy Analyst, National Alliance to End Homelessness


    Preventing Foreclosures
    Exchange Hardest Hit Fund and HAMP foreclosure mitigation experiences. Explore the potential of the Emergency Homeowner Assistance Program. Hear about new strategies for servicing delinquent loans and how HFAs are servicing First Time Homebuyer Tax Credit Loans.
    Discussion Leader:

    • Eric Pike, Director of Texas Homeownership Division, Texas Department of Housing and Community Affairs

    Participants:

    • Cynthia Flaherty, Director of Homeownership, Ohio Housing Finance Agency
    • Kathryn Newton, Director of Homeownership Programs, Pennsylvania Housing Finance Agency
    • Eric Selk, Director of Outreach, HOPE NOW Alliance
    • Charlene Smith, Manager of Mortgage Servicing, North Carolina Housing Finance Agency


    Rental: Power of Housing at Work

    • Washington SHFC’s Rapid Response Program
    • MassHousing’s Innovative Housing Authority Development Program
    • Oregon HCS’s Analysis of Income and Expense Report to Partners

    Discussion Leader:

    • Richard Froehlich, Executive Vice President for Capital Markets and General Counsel, New York City Housing Development Corporation

    Participants:

    • David Clifton, Capital Projects Manager, Washington State Housing Finance Commission
    • Nancy Anderson, Director, Rental Lending, MassHousing
    • Lisa Joyce, Policy and Communication Manager, Oregon Housing and Community Services


    This Is Not a Drill, Part 1
    Your mission, should you choose to accept it: step into the shoes of a frazzled HFA IT manager who is confronting a major security breach. Was your information secured properly to begin with? Do you have a plan in place to mitigate the damage? Find out how to make tough decisions under pressure and minimize potential fall-out in this illuminating simulation.

    Discussion Leader:

    • Charles Schiappa, Information Technology Director, MassHousing

    Participants:

    • Christopher Burgher, Associate Principal, SunGard Availability Services
    • Adam DeMichele, Consulting Solutions Director, SunGard Availability Services
    • Davya Moncrieffe, Consulting Sales Analyst, SunGard Availability Services
    • Chris Sell, Senior Consultant, SunGard Availability Services


    What HFAs Need to Know About the Affordable Care Act
    Understanding the key provisions of the health care reform act is crucial, as provisions of the new law are set to take effect over the next year. Join this expert-led review of the Affordable Care Act. Understand when and how it will impact your organization and employees. Study up and come prepared with questions about what you need to do to be ready.

    Trainer:

    • Robert Bergan, Senior Benefits Consultant, CGI Employee Benefits Group, Inc.

    MONDAY, OCTOBER 4
    3:00 p.m. - 4:15 p.m.


    Addressing Rural Homelessness
    Delve deeper into the Rural Housing Stability Assistance Program created by the HEARTH Act. Share solutions to problems unique to addressing homelessness in rural areas, including educating local communities, dealing with a lack of available services, and assisting
    a dispersed population.
    Discussion Leader:

    • Nancy Fritz, Director of Homeless Initiatives, Office of the Governor, MaineHousing

    Participants:

    • Brian Fitzmaurice, Director, Community Assistance Division, Office of Special Needs Assistance Programs, HUD


    Go-To Mortgage Financing Options in Tough Times
    Discuss the many ways HFAs are lending in today’s marketplace. Consider Ginnie Mae executions, taxable mortgage securities, selling mortgages, warehousing alternatives, and working with Federal Home Loan Banks.

    Discussion Leader:

    • Blair Bingham, Chief Financial Officer, Mississippi Home Corporation

    Participants:

    • Alan Jaffe, Vice President, Goldman, Sachs & Co.
    • Marc Simpson, Vice President, SPG Mortgage Trading, JP Morgan Securities
    • Gene Slater, Chairman, CSG Advisors Incorporated
    • Joseph Tait, Managing Director, Morgan Keegan & Company, Inc.
    • Valerie White, Senior Director, Corporate and Government Ratings, Standard & Poor's
    • Florence Zeman, Senior Vice President, Moody's Investors Service


    Homeownership: Power of Housing at Work

    • Kentucky Housing Corporation’s Finding Opportunities in Challenging Times: Kentucky Homeownership Protection Center
    • Ohio HFA’s Grants for Grads: A Homeownership Incentive
    • Rhode Island Housing’s FirstHomes 100+
    • Tennessee HDA’s Helping Non-Profits Provide a “New Start” for Homeowners

    Discussion Leader:

    • Mike King, Single-Family Administrator, Alabama HFA

    Participants:

    • Ted Fellman, Executive Director, Tennessee Housing Development Agency
    • Cathleen Paniccia, Director of Homeownership/Administration, Rhode Island Housing
    • Brenda Walker, Senior Director, Homeownership Programs, Kentucky Housing Corporation
    • Thomas Walker, Homeownership Operations Manager, Ohio Housing Finance Agency


    Management Innovation: Power of Housing at Work

    • Connecticut HFA’s Career Essential Internship Program
    • Ohio HFA’s Labor Management Committee: Collaboration for Change
    • Tennessee HAD’s Electronic Submission of Loan Applications

    Participants:

    • Timothy Bannon, Executive Director, Connecticut Housing Finance Authority
    • Susan Dewey, Executive Director, Virginia Housing Development Authority
    • Laura Sinclair, Senior Director of Single-Family Programs, Tennessee Housing Development Agency
    • Martin Smith, Human Resources Administrator, Ohio Housing Finance Agency


    New Media in the Internet Age
    In an age when nothing is off the record, learn to leverage social media to respond to traditional media coverage. Consider how much time and energy to devote to press releases – if any. Re-imagine your metrics to account for new kinds of earned media, and compare notes on how HFAs are using blogs, social bookmarking, and the ubiquitous Twitter to deliver your message to the right audience.
    Discussion Leader:

    • Wiley Hall, Senior Communications Manager, Maryland Department of Housing and Community Development

    Participants:

    • Maura Collins, Policy and Planning Manager, Vermont Housing Finance Agency
    • Scott Ferson, President, Liberty Square Group


    Riding the Sustainable Development Wave
    Examine HUD’s Sustainable Communities program and pending federal sustainable development legislation. Hear what the U.S. Green Building Council’s focus on affordable housing means for HFAs. Quantify the benefits of going green.
    Discussion Leader:

    • Kim Herman, Executive Director, Washington State Housing Finance Commission

    Participants:

    • Dana Bourland, Vice President, Green Initiatives, Enterprise Community Partners, Inc.
    • Bryan Howard, Legislative Director, U.S. Green Building Council
    • Lisa Vergolini, Deputy Executive Director, California Tax Credit Allocation Committee
    • Richard Walega, Regional Administrator, HUD Boston’s Regional Office


    Streamlining Federal Rental Housing Programs: Untying the Gordian Knot?
    Learn about the Administration’s efforts to streamline federal rental housing programs. Explore state strategies for expanding inter-agency partnerships and catalyzing collaboration and coordination.

    Discussion Leader:

    • Douglas Garver, Executive Director, Ohio Housing Finance Agency

    Participants:

    • Paul Edwards Deputy Director, Washington State Housing Finance Commission
    • Carol Galante, Deputy Assistant Secretary for Multifamily Housing, HUD
    • Julie LaSota, Multifamily Production Team Leader, Minnesota Housing
    • Tammye Trevino, Administrator of Housing and Community Facilities, U.S. Department of Agriculture


    This Is Not a Drill, Part 2
    Read session description in 1:15 p.m. time slot.
    Discussion Leader:

    • Charles Schiappa, Information Technology Director, MassHousing

    Participants:

    • Christopher Burgher, Associate Principal, SunGard Availability Services
    • Adam DeMichele, Consulting Solutions Director, SunGard Availability Services
    • Davya Moncrieffe, Consulting Sales Analyst, SunGard Availability Services
    • Chris Sell, Senior Consultant, SunGard Availability Services

    4:30 p.m. – 5:30 p.m.


    Beyond HUD: Finding Permanent Supportive Housing Resources
    As federal agencies work to eliminate silos and create interagency collaborations, learn about resources for permanent supportive housing that exist outside of HUD. In the continuing tight budget environment, get ideas for finding additional funding for housing and services. Look at resources and programs available at Health and Human Services, Justice, and Veterans Affairs.
    Discussion Leader:

    • Thomas Lyons, Manager, Community Services Department, MassHousing

    Participants:

    • Deborah DeSantis, President and CEO, Corporation for Supportive Housing
    • David Evans, Assistant Executive Director, Multifamily Housing, Pennsylvania Housing Finance Agency
    • Ashley Schweickart, Council Coordinator, Housing & Health Services Coordination Council, Texas Department of Housing and Community Affairs


    Facilitating Foreclosed Property Purchases
    See what HFAs are doing to help first-time and other homebuyers purchase foreclosed homes. Discuss how targeted lending programs, community group partnerships, and federal programs can empower buyers to take advantage of REO opportunities and reduce the destabilizing overhang of REO properties.

    Discussion Leader:

    • David Westcott, Director of Homeownership Programs, Florida Housing Finance Corporation

    Participants:

    • Philip Cottone, Director, Office of Homeownership, Georgia Department of Community Affairs/Georgia Housing and Finance Authority
    • Rob Grossinger, Vice President, National Foreclosure Response Initiative, Enterprise Community Partners, Inc.
    • Dee Taylor, Director, Homeownership Division, Washington State Housing Finance Commission


    GSEs of Today and Tomorrow
    Explore recent HFA experiences with GSE products and the Administration’s NIBP and Temporary Credit and Liquidity Program. Get the latest on the Administration’s and Congress’ GSE reform efforts.
    Discussion Leader:

    • Kathleen Burns, Director, Homeownership, MassHousing

    Participants:

    • Geoffrey Cooper, Director, Single-Family Homeownership, Wisconsin Housing and Economic Development Authority
    • Carl Riedy, Vice President, Public Entity Channel, Fannie Mae
    • Garth Rieman, Director, Housing Advocacy & Strategic Initiatives, NCSHA
    • Mike Dawson, Vice President, Affordable Lending and Deal and Contract Management


    If a Picture Is Worth 1,000 Words…
    If a picture is worth a thousand words, surely a well-edited and well-produced video is worth a million. Yet, the tools you need to create one cost less than ever. Hear about the products that make you look like a Hollywood producer. Find out what skills, equipment, and resources you need to get started, whether you plan to take the project on in-house or outsource. Gain inspiration from successful videos produced by your HFA peers.

    Discussion Leader:

    • Holley Mangham, Communications Director, Oklahoma Housing Finance Agency

    Participants:

    • Justin Bras, Web & Special Projects Associate, NCSHA
    • Julie Hashem, Communications & Planning Manager, MaineHousing
    • Brenda Weaver, Chief Officer, Programs and Policy, Kentucky Housing Corporation


    The Latest on HUD’s PBCA Plans
    Learn about HUD’s new Performance-Based Contract Administration (PBCA) Annual Contributions Contract (ACC) and rebidding process. Discuss the transition from the current ACC to the new one, including an update on HUD’s PBCA transition planning teams.
    Discussion Leader:

    • Susan Bodington, Deputy Director for Programs, Rhode Island Housing

    Participants:

    • Patricia Conley, Assistant Housing Finance Administrator, Delaware State Housing Authority
    • Carol Galante, Deputy Assistant Secretary for Multifamily Housing, HUD
    • Donna McMillan, Director, Office of Asset Management, Michigan State Housing Development Authority


    Information Technology: The Power of Housing at Work
    Participate in this interactive roundtable discussion covering the IT Annual Award entries and other HFA innovation in technology. Hear about Georgia’s use of software to conduct cost control and energy efficiency, lighting and ventilation analysis, Kentucky’s GREEN System, MassHousing’s Rental Portal, Virginia’s reinvented website, and more.

    Discussion Leader:

    • Rod Hardin, Director, Information Technology, Colorado Housing and Finance Authority


    Preparing for Federal Recovery Program Audits
    Learn about federal audits of HFA-run federal stimulus programs, including the Tax Credit Assistance Program and the Housing Credit Exchange Program. Discuss how internal auditors can help HFAs ensure program compliance, as well as prepare for and respond to federal audits. Hear
    from states that have dealt with audits.

    Discussion Leader:

    • Patrick Patton, Vice President for Internal Audit and Information Systems, Arkansas Development Finance Authority

    Participants:

    • James Chandler, Director of Low Income Housing Tax Credit Programs, Virginia Housing Development Authority
    • Holly Glauser, Director of Development, Pennsylvania Housing Finance Agency
    • John Maneval, Deputy Director, Multifamily Housing, Maryland Department of Housing and Community Development


    Variable Rate Debt in the New Financial World
    Discuss the future of HFA variable rate debt issuance in the aftermath of the financial crisis. Examine the changing economic and regulatory environment for swaps. Consider where HFAs can access liquidity in today’s market.
    Discussion Leader:

    • John Sager, Chief Financial Officer & Senior Vice President, Idaho Housing and Finance Association

    Participants:

    • Ansel Caine, Vice President, Caine Mitter & Associates Incorporated
    • William Fitzpatrick, Vice President, Moody's Investors Service
    • Nicholas Fluehr, Managing Director, Ramirez & Co., Inc.
    • Jeffrey Previdi, Senior Director, Standard & Poor's

    TUESDAY, OCTOBER 5
    9:30 a.m. – 10:45 a.m.


    Celebrating HFA Sustainable Lending Successes
    Examine how HFAs have maintained solid loan performance despite the economic crisis. Explore how HFAs have used prudent underwriting, effective counseling, and proactive servicing to achieve sustainable homeownership for underserved families.

    Discussion Leader:

    • Greg Spurgeon, Single-Family Homeownership Administrator, Missouri Housing Development Commission

    Participants:

    • Jo-Ann Ryan, Special Projects Manager, Rhode Island Housing
    • Susan Semba, Director, Homeownership Lending, Idaho Housing and Finance Association
    • Michele Watson, Director, Homeownership Programs, Virginia Housing Development Authority
    • Lawrence Witte, Director, Standard & Poor's


    Conquering Rural Rental Development Challenges
    Discuss strategies for enhancing multifamily housing financial feasibility in rural areas, including securing Housing Credit equity and other housing subsidies, lowering debt load, and demonstrating market demand. Explore how to partner with USDA more effectively.

    Discussion Leader:

    • Gary Allsup, Executive Director, Kansas Housing Resources Corporation

    Participants:

    • Leila Ahmadifar, Director - LIHTC Investments, Citi Community Capital
    • Laurence Anderson, Director, Office of Rental Housing Preservation, U.S. Department of Agriculture
    • Ed Rosenthal, Vice President, Rural and Native American Initiative, Enterprise Community Partners, Inc.
    • Carl Wagner, Senior Vice President, Lancaster Pollard Mortgage Company


    Disclosure in the Age of Transparency
    Hear how HFAs are managing new disclosure and reporting requirements. Analyze the SEC’s new continuing disclosure rules, Treasury’s proposed NIBP reporting requirements, and federal directives for tracking the use of stimulus money.
    Discussion Leader:

    • Steve Clements, Chief Operating Officer, Nebraska Investment Finance Authority

    Participants:

    • Susan Dushock, Director, B of A Global Capital Management
    • Ilda O'Brien, CFA Investment Officer, MFS Investment Management
    • Mary Simpkins, Senior Special Counsel, Office of Municipal Securities, Division of Trading and Markets, U.S. Securities and Exchange Commission
    • John Wagner, Senior Partner, Kutak Rock LLP


    Enterprise Content Management: Where Are We Now?
    Enterprise content management combines capture, search, and networking capabilities with digital archiving, document management, and workflow. Hear from your HFA peers on the implementation of their ECM plans. Benchmark your progress and anticipate obstacles.
    Discussion Leader:

    • Nicole Lucas, Director of Information Technology, Tennessee Housing Development Agency

    Participant:

    • Richard Boggs, Chief Information Officer, Kentucky Housing Corporation


    Get Motivated and Get Moving
    Brainstorm with your peers about the best way to engage, inspire, and retain employees in an era when traditional incentives, such as increased salary and benefits, may be off the table. Bring your thorniest issues and leave armed with new tools.

    Discussion Leader:

    • Molly Rodgers, Director of Human Resources and Administration, North Carolina Housing Finance Agency


    Housing Trust Fund Outlook
    With federal funding and regulations forthcoming, review Trust requirements, and prepare for implementation. Exchange ideas for combining this new funding source
    with existing program resources.

    Discussion Leader:

    • Jane Bilger, Senior Policy Director, Illinois Housing Development Authority

    Participants:

    • Danna Fischer, Legislative Director and Counsel, National Low Income Housing Coalition
    • Mark Shelburne, Counsel and Policy Coordinator, North Carolina Housing Finance Agency
    • Marcia Sigal, Director, Program Policy Division, Office of Affordable Housing Programs, HUD


    Making Preservation Green
    Learn about HUD’s Green Retrofit Program and other energy efficiency-related federal funding opportunities. Discuss overcoming obstacles to accessing Weatherization Assistance Program funds for multifamily developments. Consider how and why to do green capital needs
    assessments.

    Discussion Leader    :

    • Sarah Carpenter, Executive Director, Vermont Housing Finance Agency

    Participants:

    • Dana Bourland, Vice President, Green Initiatives, Enterprise Community Partners, Inc.
    • Michael Coyne, Senior Vice President, Business Development, Recap Real Estate Advisors
    • Holly Glauser, Director of Development, Pennsylvania Housing Finance Agency
    • David Keene, Chief Preservation Officer, MassHousing
    • Vincent O'Donnell, Vice President, Preservation, Local Initiatives Support Corporation


    Websites: What’s In, What’s Out, and What’s It All About?
    Delve into the ever-evolving world of the modern web. What is crucial in determining your ideal web presence? How can you stretch limited dollars for the best ROI? Get the latest on social media tools and website best practices.

    Discussion Leader:

    • Jane Law, Director, Communications, New Hampshire Housing Finance Authority

    Participants:

    • Robert Halloran, Marketing Director & Nicole Lucas, Director of Information Technology, Tennessee Housing Development Authority
    • Kurt Voelker, Chief Technology Officer, FORUM ONE Communications
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    TUESDAY, OCTOBER 5
    11:00 a.m. – 12:15 p.m.


    Communications: The Power of Housing at Work
    Join a lively show-and-tell featuring all of the entries in the Communications Annual Awards category. Learn about the hard work and ingenuity that went into each program and product entered.

    Discussion Leader:

    • Kurt Box, Director of Communications and Public Relations, Wyoming Community Development Authority


    Finance: The Power of Housing at Work 

    • MassHousing’s Temporary Credit and Liquidity Program Payback
    • Tennessee HDA’s Planning to Succeed Five-Year Financial Strategic Plan
    • Washington SHFC’s Purchase Agreement for MBS Warehousing (PAMS)

    Discussion Leader:

    • Scott Hoversland, Director of Finance, Wyoming Community Development Authority

    Participants:

    • Mike Awadis, Senior Vice President, Bank of America Home Loans
    • Trent Ridley, Chief Financial Officer, Tennessee Housing Development Agency
    • Jeffrey Sula, Director, Bank of America Merrill Lynch


    Expanding Supportive Housing Through Leveraging
    Share how your agency has created supportive housing by leveraging funding. Study creative ways to expand financing for supportive housing with HOME, Housing Credit, and other programs.

    Discussion Leader:

    • Steve Peregrine, Deputy Director of Community Investments, Nebraska Investment Finance Authority

    Participants:

    • John Mackey, Principal, Reznick Group
    • Cindy Rafferty, Manager, Special Needs Housing Programs, Single-Family Housing, Maryland Department of Housing and Community Development
    • Carol Ventura, Director of Development, Rhode Island Housing


    How Your Database Impacts Deliverability
    Taking a more holistic view of your programs through data consolidation can deliver big returns. Hear lessons learned from those who have undertaken this process, what it entails, and how to avoid common pitfalls.
    Discussion Leader:

    • Jayson Conley, IT Manager, Indiana Housing and Community Development Authority

    Speaker:

    • Brad Forgey, Special Projects Manager – Roeing Corporation, Indiana Housing and Community Development Authority


    Keeping Multifamily Developments Up in a Down Market
    Explore ways to identify, analyze, and reposition overleveraged and distressed properties. Compare
    leading HFA early warning systems. Discuss recapitalizing Housing Credit developments after Year 15. Consider lending programs in the current market.

    Discussion Leader:

    • Richard McQuady, Chief Executive Officer, Kentucky Housing Corporation

    Participants:

    • Rick Crager, Deputy Director, Oregon Housing and Community Services
    • Ethan Handelman, Vice President, Recap Real Estate Advisors
    • Greg Judge, Chief Operating Officer, Boston Financial Investment Management
    • Harold Nassau, Asset Management, NeighborWorks America


    Maximizing Manufactured Housing Opportunities
    Analyze how HFAs are using new programs and leveraging funding to help families replace outdated
    mobile homes with new, energy-efficient models and resident groups purchase manufactured housing communities. Discuss new financing options.
    Discussion Leader:

    • Elizabeth Lamoureux, Managing Director, Homeownership Division, New Hampshire Housing Finance Authority

    Participants:

    • Laura Arce, Senior Policy Analyst, Manufactured Housing, Corporation for Enterprise Development
    • Mary O’Hara, Director, ROC USA, LLC
    • Monica Buck, Program Officer, MaineHousing
    • Stacey Epperson, President, Frontier Housing National
    • Julie Ann Monson, Housing Finance Manager, Minnesota Housing


    NSP Outcomes and Outlook
    Discuss lessons learned from NSP’s first funding round. Explore open issues, including expenditure and program income requirements. Navigate the NSP 1, NSP 2, and NSP 3 maze with expert trainers as you begin implementing NSP 3, the newest round of funding to
    revitalize neighborhoods.
    Discussion Leader:

    • Gayle Brownlee, Director of Federal Programs, Wyoming Community Development Authority

    Participants:

    • Sarah Greenberg, Senior Manager, Community Stabilization, NeighborWorks America
    • Rob Grossinger, Vice President, National Foreclosure Response Initiative, Enterprise Community Partners, Inc.