2012 HFA Institute

 NEW DATE PATTERN!

HOME - January 8-10
Housing Credit - January 10-12
MRBs and Federal Mortgage Insurance - Janaury 11-13
Section 8 - Janaury 11-13 

HOME - January 8-10
Seize this opportunity to hear directly from HUD officials about the new Proposed Rule for HOME. Strategize with expert trainers and fellow HOME administrators on issues such as underwriting, compliance, and monitoring for both rental and homeownership programs.

SUNDAY, JANUARY 8

11:00 a.m. – 5:30 p.m.
Registration & Information

1:00 p.m. – 3:30 p.m.
CONCURRENT SESSIONS

Conducting HOME Oversight, Part 1
ICF trainers walk through monitoring and recording HOME activities, recordkeeping techniques, and creating subgrantee and CHDO monitoring plans, both remotely and on-site. Discuss common problems, practical actions for addressing them, and documenting actions taken.

Trainers:
Shawna LaRue, Manager, ICF International
Kevin Roddy, Technical Director, ICF International

HOME Essentials, Part 1
Brush up on HOME fundamentals with expert trainer Monte Franke as he guides you through HOME’s requirements, including eligible activities, monitoring and compliance, and program income.

Trainer:
Monte Franke, Principal, Franke Consulting Group

3:45 p.m. – 5:30 p.m.
CONCURRENT SESSIONS

Conducting HOME Oversight, Part 2
See description under Part 1.

HOME Essentials, Part 2
See description under Part 1.

MONDAY, JANUARY 9

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.
Plenary Session: Breaking News from HUD

(Open to HOME Program Participants Only)

Top HUD officials bring you the latest HOME and HUD news. Get a preview of the coming year for the HOME program, the Office of Community Planning and Development, and HUD. Hear updates on HOME’s funding outlook.

Discussion Leader:
Garth Rieman, Director, Housing Advocacy & 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 and Urban Development
Mercedes Márquez, Assistant Secretary, Community Planning and Development, U.S. Department of Housing and Urban Development
Virginia Sardone, Director (Acting) and Deputy Director, Office of Affordable
   Housing Programs, U.S. Department of Housing and Urban Development
Marcia Sigal, Director, Program Policy Division, Office of Affordable Housing Programs,
  U.S. Department of Housing and Urban Development

10:45 a.m. – 12:30 p.m.
Plenary Session: HOME Proposed Rule

Special this year, HUD HOME officials join us for a second plenary to focus on the new HOME Proposed Rule. HUD highlights changes between current and proposed HOME regulations, clarifies proposed provisions, and answers your questions.

Trainers:
Peter Huber, Director, Financial and Information Services Division, Office of Affordable Housing
  Programs, U.S. Department of Housing and Urban Development
Virginia Sardone, Director (Acting) and Deputy Director, Office of Affordable Housing Programs,
  U.S. Department of Housing and Urban Development
Marcia Sigal, Director, Program Policy Division, Office of Affordable Housing Programs,
  U.S. Department of Housing and Urban Development

12:30 p.m. – 1:45 p.m.
Lunch

1:45 p.m. – 3:30 p.m.
CONCURRENT SESSIONS

The Ins and Outs of Resale and Recapture
Discuss the details of creating resale and recapture provisions, including calculating required affordability periods and amounts subject to recapture. Ensure your provisions are in compliance and strategize ways to enforce them.

Trainer:
Marsha Tonkovich, Senior Vice President, ICF International

Working with Written Agreements
Learn ways to strengthen your written agreements and use them as management tools. Share tips for keeping all parties in compliance.

Trainer:
Phil Jones, Expert Consultant, ICF International

3:45 p.m. – 5:30 p.m.
CONCURRENT SESSIONS

Underwriting Standards for Rental Programs
Learn how to analyze rental projects, including reviewing development budgets. ICF trainers discuss combining HOME with other funding sources and developing underwriting criteria. Interactively examine a sample case study.

Trainers:
Marsha Tonkovich, Senior Vice President, ICF International
Charles Wilkins, Principal, The Compass Group, LLC 

Underwriting Standards for Single-Family Programs
Dive into the details of underwriting standards for homebuyer programs with trainer Monte Franke. Review loan-to-value ratios, debt-to-income ratios, and credit policies. Discuss regulatory requirements and the need for sustainable underwriting.

Trainer:
Monte Franke, Principal, Franke Consulting Group 

5:30 p.m. – 6:30 p.m.
HOME Happy Hour

                sponsored by:

TUESDAY, JANUARY 10

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

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

8:30 a.m. – 9:45 a.m. 
CONCURRENT SESSIONS

Addressing Unsold HOME-Assisted Units
Strategize with Monte Franke on ways to move unsold HOME-assisted units, including those in the hands of CHDOs and nonprofits. Explore options for moving to a rental strategy, discuss the lease-purchase question, and assess pricing and marketing approaches.

Trainer:
Monte Franke, Principal, Franke Consulting Group 

Consolidated Planning Process Update
Hear from HUD about its efforts to enhance the Consolidated Planning process and develop mapping and data tools for use in preparing your next Consolidated Plan. Find out how these tools can help you analyze your market.

Trainers:
Meg Barclay, Special Assistant, Office of Community Planning and Development,
   U.S. Department of Housing and Urban Development
Marcia Sigal, Director, Program Policy Division, Office of Affordable Housing Programs,
   U.S. Department of Housing and Urban Development

10:00 a.m. – 11:30 a.m.
CONCURRENT COMMUNITY MEET-UPS
(Open to state HFAs and state HOME administrators only)
Homeownership
Rental

Housing Credit - January 10-12
Join state Housing Credit allocating agency officials, federal program regulators, and top industry experts to discuss the outlook for the Housing Credit in 2012. Explore legislative and regulatory issues, equity market perspectives, and approaches to making the most of Qualified Allocation Plans.

Tuesday, January 10
Open to Housing Credit allocating agencies only. 

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

1:00 p.m. – 1:30 p.m. 
The Washington Report 
Hear NCSHA’s executive director and legislative and policy team assess the outlook for NCSHA's new 2012 Housing Credit legislative and regulatory priorities, the status of tax reform, NCSHA's new Recommended Practices on cost containment and overfunding prevention, and housing program funding.

Participants:
Gira Bose, Senior Legislative and Policy Associate, National Council of State Housing Agencies
Garth Rieman, Director, Housing Advocacy & Strategic Initiatives,
  National Council of State Housing Agencies 
Barbara Thompson, Executive Director, National Council of State Housing Agencies

1:30 p.m. – 3:00 p.m. 
IRS Policy Briefing 
Senior IRS officials review forthcoming Housing Credit program guidance and form revisions and discuss new allocation and compliance issues impacting state program administration.

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
David Selig, Attorney Advisor, Internal Revenue Service
Christopher Wilson, Senior Counsel, Internal Revenue Service 

3:15 p.m. – 5:15 p.m. 
CONCURRENT COMMUNITY MEET-UPS

Compliance and Management 
Development and Finance 

5:15 p.m. – 6:15 p.m. 
Housing Credit Happy Hour 
(Open to all)

Sponsored by:

WEDNESDAY, JANUARY 11

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

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

8:30 a.m. – 10:00 a.m. 
Opening Plenary: 2012 Program Outlook 
A panel of Housing Credit industry leaders explores program trends, including the economy’s impact on the existing Housing Credit portfolio and the current development pipeline, Credit-related legislation, NCSHA's new Recommended Practice on cost containment, and new state policy priorities.

Discussion Leader:
Garth Rieman, Director, Housing Advocacy & Strategic Intiatives,
  National Council of State Housing Agencies

Participants:
Leila Ahmadifar, Director, LIHTC Investments, Citi Community Capital
Frederick Copeman, Principal, Reznick Group
Richard Goldstein, Partner, Nixon Peabody LLP
Robert Rozen, Partner, Washington Council Ernst & Young
Ray Skinner, Secretary, Maryland Department of Housing and Community Development

10:15 a.m. – 11:45 a.m.
CONCURRENT SESSIONS

Housing Credit Equity Market Report
Program investors and syndicators share perspectives and predictions about the 2012 equity market. Preview investor demand, Credit pricing, underwriting and deal terms, the 4 percent Credit market, and portfolio performance trends.

Discussion Leader:
Patricia Sylvester, Director, Multifamily Housing, Maryland Department of Housing and
  Community Development

Participants:
Greg Judge, Chief Operating Officer, Boston Financial Investment Management
James Logue, Chief Operating Officer, Great Lakes Capital Fund for Housing
Christine McGillis, President, SunTrust Community Capital
Raoul Moore, Senior Vice President, Syndication, Enterprise Community Investment, Inc.
Robert Moss, Senior Vice President, Director of Origination, Boston Capital Corporation

Physical Inspection Best Practices
Share solutions for conducting effective physical inspections. Explore site visit strategies, correcting noncompliance, inspection protocols, and streamlining inspection practices on projects with multiple funding sources.

Discussion Leader:
Renee Dickinson, Compliance Coordinator, Minnesota Housing

Participants:
Scott Michael Dunn, Vice President, Chief Compliance Officer, Compliance Solutions
Jo Johnson Ikelheimer, Director of LIHTC Compliance, National Center for
   Housing Management
Grace Robertson, Senior Program Analyst, Internal Revenue Service
Tim Sovold, Seattle Program Center Director, U.S. Department of Housing & Urban Development
Stephanie White, Director, Multifamily Housing Programs, Portfolio Management Division,
    U.S. Department of Agriculture

11:45 a.m. – 1:15 p.m. 
Lunch 

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

Compliance Hot Topics 
Federal officials and industry compliance experts discuss the latest monitoring issues, including IRS compliance initiatives, HUD tenant data collection, new income limits, and extended use agreements. 

Discussion Leader:
Patricia Murphy, Chief Compliance and Asset Oversight, Texas Department of Housing
   and Community Affairs

Participants:
Elizabeth Bramlet, Senior Trainer, Quadel Consulting Corporation
Anthony Freedman, Partner, Holland & Knight LLP
Paul Handleman, Branch Chief, Passthroughs and Special Industries, Internal
   Revenue Service
Michael Hollar, Senior Economist, U.S. Department of Housing and Urban Development
Grace Robertson, Senior Program Analyst, Internal Revenue Service 

Deal Structuring Seminar
Industry experts share insights into financing and underwriting Housing Credit deals to optimize multiple subsidies and maximize investor interest.

Discussion Leader:
William Pavão, Executive Director, California Tax Credit Allocation Committee

Participants:
Jeffrey Hettleman, Executive Vice President, The Shelter Group
Beth Mullen, Principal, Reznick Group
Michael Novogradac, Managing Partner, Novogradac & Company LLP
Elizabeth Stohr, LIHTC Director, U.S. Bancorp Community Development Corporation

2:45 p.m. – 4:00 p.m.
CONCURRENT SESSIONS

Housing Credit QAP Forum, Part 1 
Discuss how states are developing their QAPs, creating smart scoring incentives, and maximizing the program’s objectives. Explore state approaches and industry reaction to NCSHA's new cost containment Recommended Practice, state development cost limits, use of the 30 percent basis boost, and coordination with other funding programs.

Discussion Leaders:
Jeanne Peterson, Principal, Reznick Group
Catherine Racer, Associate Director, Massachusetts Department of Housing &
   Community Development
James Tassos, Senior Legislative and Policy Associate, National Council of State 
   Housing Agencies 

Monitoring for Fair Housing Compliance 
Senior HUD officials examine Housing Credit development and management in light of the Fair Housing Act’s accessibility guidelines, design requirements, affirmative marketing provisions, and anti-discrimination rules. Hear about federal efforts to improve Fair Housing Act enforcement, interagency coordination, and educational outreach.

Discussion Leader:
Paul Kimball, Manager of Strategic Planning and Policy, North Carolina Housing
   Finance Agency

Participants:
Jack Malgeri, Director, Program Standards & Compliance Division, Fair Housing and Equal Opportunity,U.S. Department of Housing and Urban Development
Timothy Moran, Deputy Chief, Civil Rights Division, U.S. Department of Justice
Gregory Proctor, Chief Executive Officer, Windsor Compliance
Betsy Ryan, Equal Opportunity Specialist, Office of Fair Housing and Equal Opportunity,
  U.S. Department of Housing and Urban Development 

4:15 p.m. – 5:30 p.m.
CONCURRENT SESSIONS

Housing Credit QAP Forum, Part 2 
See session description under Part 1.

Discussion Leaders:
Jeanne Peterson, Principal, Reznick Group
Catherine Racer, Associate Director, Massachusetts Department of Housing &
   Community Development
James Tassos, Senior Legislative and Policy Associate, National Council of State Housing Agencies

JOINT WITH SECTION 8: Practical Asset Management
Seasoned asset management professionals discuss proactive approaches to construction monitoring, lease-up, budgeting, project reserves, loan monitoring, physical inspections, and compliance reviews.

Discussion Leader:
Vona Johnson, Director, Rental Housing Management, South Dakota Housing Development Authority

Participants:
Matt Dillis, Senior Underwriter / Engineer, Boston Capital Corporation
Eric Ramsey, Acting Director, Policy and Participation Standards Division, Office
   of Asset Management, U.S. Department of Housing and Urban Development
Howard Sereda, Senior Vice President, Capital Markets, National Equity Fund, Inc.
Owen Williams, Vice President, Enterprise Community Investment, Inc.

THURSDAY, JANUARY 12

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

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

8:30 a.m. – 10:00 a.m.
CONCURRENT SESSIONS

Compliance and Management Forum 
Explore emerging issues in compliance and property management and brainstorm solutions to your toughest monitoring challenges in this open forum.

Discussion Leader:
Jill King, Director, Compliance, Kentucky Housing Corporation

Participants:
Elizabeth Bramlet, Senior Trainer, Quadel Consulting Corporation
Scott Michael Dunn, Vice President, Chief Compliance Officer, Compliance Solutions
Jo Johnson Ikelheimer, Director of LIHTC Compliance, National Center for
   Housing Management
Oke Johnson, Senior Vice President of Compliance Services and Senior Asset Manager
Gregory Proctor, Chief Executive Officer, Windsor Compliance

JOINT WITH SECTION 8: Preservation Strategies 
Consider new approaches to affordable rental housing preservation. Examine the latest changes in HUD rules and procedures, Housing Credit Year 15 issues, capital needs assessments, the impact of final IRS qualified contract regulations, and preservation deal structuring.

Discussion Leader:
Alan Sharkey, Manager, Section 8 Subsidy Administration, MassHousing

Participants:
Patrick Costigan, Senior Advisor, Office of the Secretary,
   U.S. Department of Housing and Urban Development
Anthony Freedman, Partner, Holland & Knight LLP
Margaret Salazar, Senior Program Specialist, U.S. Department of Housing
   and Urban Development 
Hilary Swab, Federal Policy Director, National Housing Trust

10:15 a.m. – 12:00 p.m. 
JOINT WITH SECTION 8: Federal Agency Rental Program Alignment and GAO Initiatives 
Join senior HUD, Treasury, and USDA officials for a briefing on the federal rental program alignment initiative. Hear the latest on GAO’s review of the Housing Credit and PBCA programs.

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

Participants:
Brian Carnahan, Director, Program Compliance, Ohio Housing Finance Agency
Julie Hanlon-Bolton, Attorney Advisor, Internal Revenue Service
Benjamin Metcalf, Senior Advisor to the Deputy Assistant Secretary for Multifamily
   Housing Programs,U.S. Department of Housing and Urban Development
Mathew Scire, Director, Financial Markets and Community Investment,
  Government Accountability Office
Michael Steininger, Director, Multifamily Housing Guaranteed Loan Division, U.S. Department of Agriculture

MRBs and Federal Mortgage Insurance - January 11-13
Discuss upcoming regulatory and legislative initiatives with senior officials from HUD, Treasury, USDA, IRS, and the SEC. Learn about the new role the Consumer Financial Protection Bureau (CFPB) will play in regulating mortgage finance. Find out the latest news on the bond market and the future of housing finance reform, and learn about alternative financing strategies, best practices, and potential business opportunities.

Wednesday, January 11

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

Special Pre-Conference Sessions

9:30 a.m. – 11:30 a.m.
Hardest-Hit Fund Meeting with Treasury
(Open to HFAs only; lunch is on your own.)

12:30 p.m. – 2:30 p.m.
Ginnie Mae Workshop
(Lunch is on your own.)
Learn how to launch and execute an effective Ginnie Mae homeownership program. Discuss program opportunities and requirements with Ginnie Mae officials and experienced HFA Ginnie Mae users.

2:45 p.m. – 4:00 p.m.
CONCURRENT SESSIONS

Mortgage Revenue Bond Essentials, Part 1
Dive into the details of MRB and Mortgage Credit Certificate (MCC) programs, including eligibility requirements, bond issuance and structuring details, the role of rating agencies, and federal regulations. Learn about alternatives to bond financing.

Discussion Leader:
David Rathbun, Senior Director, Single-Family Loan Origination, West Virginia
   Housing Development Fund

Participants:
Kathleen Orlandi, Partner, Hawkins Delafield & Wood LLP
Geoffrey Proulx, Executive Director, Morgan Stanley
Trent Ridley, Chief Financial Officer, Tennessee Housing Development Agency
Valerie White, Senior Director, Analytical Manager, Standard & Poor's 

Servicing Essentials
Get comfortable with MRB servicing basics, including loan processing, portfolio management, foreclosure prevention, and loss mitigation. Learn about HAMP, HARP, and federal servicing guidelines. Explore best practices and future business opportunities.

Discussion Leader:
Thomas Dolce, Managing Director of Servicing and Compliance, Virginia Housing Development Authority

Participant:
Thomas Gouker, Manager of Collections, Pennsylvania Housing Finance Agency
Dana Kozak, Vice President, U.S. Bank Home Mortgage, MRBP Division
Amy White, Vice President, Mortgage Servicing, Utah Housing Corporation
 

4:15 p.m. – 5:30 p.m. 
CONCURRENT SESSIONS

Legal Essentials for Homeownership 
Learn the basics of mortgage lending rules, including RESPA, TILA, and the new role of the Consumer Financial Protection Bureau (CFPB). Discuss compliance issues with experts and find out how these legal issues impact HFAs. 

Discussion Leader:
Brent Adney, Director, Homeownership Programs, South Dakota Housing
   Development Authority
 

Participant:
Paul Mondor, Senior Counsel & Special Advisor, Office of Regulations,
   Consumer Financial Protection Bureau
  

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

Discussion Leader:
David Rathbun, Senior Director, Single-Family Loan Origination, West Virginia
   Housing Development Fund
 

Participant:
Kathleen Orlandi, Partner, Hawkins Delafield & Wood LLP
Geoffrey Proulx, Executive Director, Morgan Stanley
Trent Ridley, Chief Financial Officer, Tennessee Housing Development Agency
Valerie White, Senior Director, Analytical Manager, Standard & Poor's

THURSDAY, JANUARY 12

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

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

8:30 a.m. – 10:00 a.m.
Opening Plenary: Industry and Washington Outlook
Find out the latest news on the economy and the future of housing finance reform. Hear about the Administration's plans from key HUD and USDA housing officials, market trends from a leading economist, and NCSHA’s perspective on the outlook for affordable housing in Congress and the Administration.

Participants:
David Crowe, Senior Vice President and Chief Economist, National Association of Home Builders
Carol Galante, Acting Assistant Secretary for Housing and FHA Commissioner,
  U.S. Department of Housing and Urban Development
Garth Rieman, Director, Housing Advocacy & Strategic Initiatives, National Council of
  State Housing Agencies
Tammy Treviño, Administrator, Rural Development Housing and Community    Facilities Programs, United States Department of Agriculture

10:15 a.m. – 12:00 p.m. 
Plenary Session: Dialogue with FHA, Ginnie Mae, and USDA Management 
Discuss the latest policies and programs with officials from FHA, Ginnie Mae, and Rural Development. Hear about Ginnie Mae’s new data requirements and collaborative efforts with HFAs. Learn about the state of the FHA Insurance Fund, FHA’s premium pricing policy, and the latest rural housing loan program developments.

Discussion Leader:
Michele Watson, Director, Homeownership Programs, Virginia Housing Development Authority

Participants:
Kathleen Gibbons, Director, Single-Family MBS Division, Ginnie Mae
Arlene Nunes, Director, Home Mortgage Insurance Division, Office of Single-Family Development,
  U.S. Department of Housing and Urban Development
Joaquin Tremols, Acting Director, SFH Guarantee Division, United States Department of Agriculture

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 2:30 p.m.
Plenary Session: IRS and Treasury Perspectives
Explore the legislative and regulatory outlook for MRBs from IRS and Treasury officials. Hear Administration perspectives on tax-exempt bond initiatives, recent post-issuance compliance guidance, and enforcement efforts. Examine Treasury's NIBP and TCLP extensions.

Discussion Leader:
Timothy Nelson, Director of Bond Finance, Texas Department of Housing
   and Community Affairs.

Participants:
Sarah Apsel, Senior Policy Advisor, United States Department of the Treasury
Frederic Ballard, Partner, Ballard Spahr LLP
John Cross, Associate Tax Legislative Counsel, United States Department of the Treasury
Suzanne Schwartz, Vice President, Active Fixed Income, State Street Global Advisors, Inc.
Christopher Woodin, Lead Tax Law Specialist, Tax Exempt Bonds, Compliance and
  Program Management, Internal Revenue Service

2:45 p.m. – 4:00 p.m.
CONCURRENT SESSIONS

Examining Post-NIBP Financing
Share new ideas and strategies for raising capital, including the TBA market, MBS direct sales, Fannie Mae's new HFA products and pricing, and other post-NIBP options. Consider new ways to expand access to homeowners and attract new borrowers through down payment assistance, new mortgage products, and adjustments to underwriting standards.

Discussion Leader:
Cynthia Karnai, Director of Housing Finance, Delaware State Housing Authority

Participants:
Cleon Butterfield, Senior Vice President and Chief Financial Officer,
   Utah Housing Corporation
Timothy Coffin, Vice President, Fidelity Capital Markets
Cynthia Flaherty, Director of Homeownership, Ohio Housing Finance Agency
Marc Simpson, Executive Director, Securitized Products Trading, JP Morgan Securities
James Stretz, Senior Vice President, George K. Baum & Company
Mark Vanderlinden, Customer Account Manager- HFA Business Development, Fannie Mae

Foreclosure Prevention Initiatives
Discuss the latest news about foreclosure prevention initiatives, including HFA and federal programs such as the Hardest-Hit Fund and the National Foreclosure Mitigation Counseling Program. Learn about new loan modification efforts and housing counseling efforts, including fee-for-service and e-counseling programs.

Discussion Leader:
David Haney, Executive Director, Wyoming Community Development Authority

Participants:
Doug Dylla, Principal, Doug Dylla Consulting
Jeanne Fekade-Sellassie, Director, National Foreclosure Mitigation Counseling
   Program, NeighborWorks America
Mark McArdle, Program Director, Hardest Hit Fund, U.S. Department of the Treasury
Susan Semba, Vice President, Homeownership Lending, Idaho Housing and
   Finance Association
David Westcott, Director of Homeownership Programs, Florida Housing
   Finance Corporation

4:15 p.m. – 5:30 p.m.
CONCURRENT SESSIONS

Financial Reform and Regulatory Update
Learn about new Dodd-Frank Act regulations. See how new Qualified Residential Mortgage (QRM), Qualified Mortgage (QM), risk retention, derivative, disclosure, and ability to repay guidelines will affect HFA business.

Discussion Leader:
Dan McMahon, Loan Production Manager,Home Finance, Colorado Housing
   and Finance Authority

Participants:
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
Howard Zucker, Partner, Hawkins Delafield & Wood LLP 

Loss Mitigation and Servicing Q&A
Get your servicing questions answered by senior Administration officials. Discuss the latest news regarding HAMP, HARP, and the FHA refinance program. Learn about new servicing rules and pending compensation proposals.

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 and Urban Development
Laurie Maggiano, Director of Policy, Homeownership Preservation Office,
  U.S. Department of the Treasury
Laurie Redmond, Vice President of Single Family Offerings, Freddie Mac

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

FRIDAY, JANUARY 13

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.
Plenary Session: Bond Market Outlook
Industry experts consider the current state of the bond market and what the future holds after NIBP expires. Learn about alternative HFA homeownership program financing methods and discuss how HFAs can attract investors and find liquidity in tough economic times.

Discussion Leader:
Timothy Sullivan, Chief Financial Officer, MassHousing

Participants:
Frederic Ballard, Partner, Ballard Spahr LLP
Michael Baumrin, Managing Director, RBC Capital Markets
Ping Hsieh, Vice President/Senior Analyst, Moody's Investors Service
Michael Koessel, Director, Head of Housing Group, Citigroup Global Markets Inc.
Peter Weiss, Executive Director, JP Morgan Securities

10:15 a.m. – 12:00 p.m.
HFA Community Meet-Up
(Open to HFAs only)

Section 8 and Related Multifamily Policies - January 11-13
This year’s conference features expanded coverage of multifamily housing policies important to contract administrators, including asset management, preservation, and rental policy alignment. Get the latest information on the NOFA process. Hear PBCA guidance from senior HUD officials and industry professionals.

WEDNESDAY, JANUARY 11

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

2:45 p.m. – 3:15 p.m.
HUD Update on PBCA NOFA & ACC
HUD’s new Deputy Assistant Secretary for Multifamily Housing shares information about her plans and priorities, including an update on the NOFA, the selection process, the revised ACC, the timeline for assigning new contracts to PHAs, and other PBCA-related news.

Participants:
Matt Dillis, Senior Underwriter / Engineer, Boston Capital Corporation
Eric Ramsey, Acting Director, Policy and Participation Standards Division, Office of
   Asset Management, U.S. Department of Housing and Urban Development
Howard Sereda, Senior Vice President, Capital Markets, National Equity Fund, Inc.
Owen Williams, Vice President, Enterprise Community Investment, Inc.

THURSDAY, JANUARY 12

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

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

8:30 a.m. – 10:00 a.m.
JOINT WITH HOUSING CREDIT: Preservation Strategies
Learn about new approaches to preserving Section 8 properties at risk of being lost as affordable housing due to expiring contracts or owner opt-outs. Discuss related HUD and IRS activities, including capital needs assessment and Year 15 policies.

Discussion Leader:
Alan Sharkey, Manager, Section 8 Subsidy Administration, MassHousing

Participants:
Patrick Costigan, Senior Advisor, Office of the Secretary,
  U.S. Department of Housing and Urban Development
Anthony Freedman, Partner, Holland & Knight LLP
Margaret Salazar, Senior Program Specialist, U.S. Department of Housing
   and Urban Development
Hilary Swab, Federal Policy Director, National Housing Trust

10:15 a.m. – 12:00 p.m.
JOINT WITH HOUSING CREDIT: Federal Agency Rental Program Alignment and GAO Initiatives
Join senior HUD, Treasury, and USDA officials for a briefing on the federal rental program alignment initiative, including reports on Subsidy Layering Review (SLR) and physical inspections pilots. Hear the latest on GAO’s review of the Housing Credit and PBCA programs.

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

Participants:
Brian Carnahan, Director, Program Compliance, Ohio Housing Finance Agency
Julie Hanlon-Bolton, Attorney Advisor, Internal Revenue Service
Benjamin Metcalf, Senior Advisor to the Deputy Assistant Secretary for Multifamily
   Housing Programs, U.S. Department of Housing and Urban Development
Mathew Scire, Director, Financial Markets and Community Investment,
  Government Accountability Office
Michael Steininger, Multifamily Housing Guaranteed  Loan Division, U.S. Department
   of Agriculture

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 3:15 p.m.
HUD Policy Update
HUD officials discuss the Department’s latest policies on rent increases, Fair Market Rents (FMRs), the Enterprise Income Verification (EIV) system, the automatic Operating Cost Adjustment Factor (OCAF) initiative, utility allowances (UAs), and TRACS. Understand how program changes may affect your role as a contract administrator.

Participants:
Catherine Brennan, Director of Housing Assistance Policy Division, U.S. Department of
  Housing and Urban Development
Lanier Hylton, Director, Program Systems Management, U.S. Department of Housing
   and Urban Development
Harry Messner, Acting Director, Team Leader, Policy and Participation Standards Division,
  U.S. Department of Housing and Urban Development
Yvette Viviani, Housing Program Manager, U.S. Department of Housing and Urban Development

3:30 p.m. – 5:30 p.m.
Contract Administration Community Meet-Up
(Open to HFAs only)
An informal and frank discussion among state HFAs about HUD’s rebidding process, the revised ACC, preparing for transition, and other contract administration issues.

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

FRIDAY, JANUARY 13

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.
PBCA Update with Mary Ross, Part 1
Back by popular demand, Mary Ross discusses ongoing changes to HUD regulatory requirements affecting the PBCA program. Learn the latest on TRACS 202D, the MAT Guide, HUD’s new Form 9834, and Management and Occupancy Reviews (MORs).

Trainer:
Mary Ross, President, Ross Business Development 

10:15 a.m. – 12:30 p.m.
PBCA Update with Mary Ross, Part 2
See description under Part 1.