Agenda

Saturday Oct 13 Sunday Oct 14 Monday Oct 15 Tuesday Oct 16

Registration and Information

Donation Drive for LifeWorks

NCSHA Update and Washington Report

NCSHB Educational & Development Workshop Session
Open to HFA board members and executive directors only.

Hear about new initiatives underway to enhance the value and benefits of NCSHA for state housing finance agencies and their staff and boards. Get an update on the latest federal legislative and regulatory issues affecting HFAs and what NCSHA is doing to advance HFA priorities.

DISCUSSION LEADERS
Garth Rieman, Director, Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies
Stockton Williams, Executive Director | National Council of State Housing Agencies

Presentations

HFA Balance Sheets and Bond Programs

NCSHB Educational & Development Workshop Session
Open to HFA board members and executive directors only.

Longtime industry leaders and active NCSHA affiliate members share their insights into how state HFA bond programs have evolved in recent years and where they are headed in the near future. They also offer advice to HFA board members in assessing their agency’s financial capacities and programmatic opportunities.

PARTICIPANTS
Michael Koessel, Director, Head of Housing Group | Citigroup Global Markets Inc.
Marian Zucker, Housing Sector Lead | S&P Global Ratings

Networking Lunch

NCSHB Educational & Development Workshop
Open to HFA board members and executive directors only.

Opportunity Zone Focus Group Meeting

Open to HFA executive directors and one designated staff member only. Lunch available at 12:30 p.m.

Community Meet-Up: Federal Liaisons

DISCUSSION LEADERS
Will Parry-Hill, Manager of Government and Industry Relations | North Carolina Housing Finance Agency
Elizabeth Strojan, Director of Government Affairs | New York City Housing Development Corporation

Community Meet-Up: Special Needs Housing

DISCUSSION LEADERS
Ben Mokry, Chief Strategy Officer | Mississippi Home Corporation
Andrew Rael, Assistant Deputy Director, Programs | Arizona Department of Housing

Community Meet-Up: Information Technology

DISCUSSION LEADER
Joe Leary, Director of Information Technology | Utah Housing Corporation

HFA Board Member Governance and Ethics

NCSHB Educational & Development Workshop Session
Open to HFA board members and executive directors only.

Being a board member at a state HFA carries significant responsibility and requires hard work. Board members make decisions that affect the lives of many people, as well as oversee the borrowing and expenditure of millions, if not billions, of dollars. Hear from one of the top legal authorities in the field of governance and ethics.

DISCUSSION LEADER
John J. Wagner, Esq., Senior Partner | Kutak Rock LLP

Housing Credit Hot Topics

NCSHB Educational & Development Workshop Session
Open to HFA board members and executive directors only.

The Housing Credit remains the essential HFA tool for developing and preserving rental housing. Discuss the key issues and critical choices state HFAs must make in administering this critical program at a time of overwhelming need.

DISCUSSION LEADER
James Tassos, Deputy Director of Tax Policy and Strategic Initiatives | National Council of State Housing Agencies

PARTICIPANTS
Hal Keller, President | Ohio Capital Corporation for Housing
Michael Novogradac, Managing Partner |
Novogradac & Company LLP

Hardest Hit Fund Meet-Up

DISCUSSION LEADER
Greg Zagorski, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Community Meet-Up: Multifamily Development

DISCUSSION LEADERS
Arthur Bowen, Managing Director of Rental Housing | Virginia Housing Development Authority
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority

Community Meet-Up: Section 8 Contract Administrators

DISCUSSION LEADERS
Tasha Jones, Director, Rental Housing Management | South Dakota Housing Development Authority
Brian Miller, Director, Asset Management | Colorado Housing and Finance Authority

Rural Housing Focus Group Meeting

Open to HFA executive directors and their designated staff members only.

Community Meet-Up: Communications

DISCUSSION LEADER
Sara Luell, Director of Communications | Maryland Department of Housing and Community Development

Community Meet-Up: Human Resources

DISCUSSION LEADER
Lydia Aguirre, Director of Human Resources | Idaho Housing and Finance Association

HFA Board Member Forum

NCSHB Educational & Development Workshop Session
Open to HFA board members and executive directors only.

HFA executive directors from around the country will share their top priorities and toughest challenges in their business, legislative, and regulatory environments and how they are working together through NCSHA to make progress.

DISCUSSION LEADER
Kim Herman, Executive Director | Washington State Housing Finance Commission

PARTICIPANTS
Edwin King, Executive Director and CEO | Kentucky Housing Corporation
Margaret Salazar, Director | Oregon Housing and Community Services
Scott Spivey, Executive Director | Mississippi Home Corporation

Community Meet-Up: Internal Auditors

DISCUSSION LEADER
David Merck, Systems Auditor/Investigator | Florida Housing Finance Corporation

Community Meet-Up: Multifamily Asset Management and Compliance

DISCUSSION LEADER
Laura Cox, Director of Asset Management | Florida Housing Finance Corporation

Community Meet-Up: Single-Family Program

DISCUSSION LEADERS
Coleen Baumert, Director, Homeownership Programs | Pennsylvania Housing Finance Agency
Cathy Gutierrez, Director, Texas Homeownership | Texas Department of Housing and Community Affairs

Registration & Information

Donation Drive for LifeWorks

NCSHA General Membership and Board of Directors Meeting

Open to HFA executive directors only. Breakfast available at 8:30 a.m.

Community Meet-Up: HOME and Housing Trust Fund

DISCUSSION LEADERS
Cindy Deakyne, Housing Development Administrator | Delaware State Housing Authority
Bill Lord, Housing Program Manager | Tennessee Housing Development Agency

Community Meet-Up: Single-Family Servicing

DISCUSSION LEADER
Anthony Box, Servicing Administrator | Alabama Housing Finance Authority

Community Meet-Up: Human Resources (cont'd)

DISCUSSION LEADER
Rachel Shaw, Director of Human Resources and Risk Management | Wyoming Community Development Authority

Community Meet-Up: Information Technology (cont'd)

DISCUSSION LEADERS
Kelly Becker, Director, Information Technology | Colorado Housing and Finance Authority
Tim Carroll, Chief Information Officer | North Carolina Housing Finance Agency
Joe Leary, Director of Information Technology | Utah Housing Corporation
Tony Peleska, Chief Information Officer | Minnesota Housing

Community Meet-Up: Finance

DISCUSSION LEADERS
Robert Cook, Senior Director, Finance Division | Washington State Housing Finance Commission
Sergei Kuzmenchuk, Chief Financial Officer | Maryland Department of Housing and Community Development

Community Meet-Up: Legal

DISCUSSION LEADER
Rebecca Peace, Deputy Executive Director and Chief Counsel | Pennsylvania Housing Finance Agency

Executive Directors Forum

Open to HFA executive directors only. Lunch available at 11:30 a.m.

NCSHB Annual Business Meeting and HFA Board Member Roundtable

Open to HFA board members and executive directors only.

2018 Showplace Grand Opening

Open to all attendees.

Sundaes in the Showplace

Open to all attendees.

Stop in the Showplace to build your own ice cream sundae, talk with the business solution providers on hand to assist you, and catch up with your affordable housing peers from around the country.

Leadership Circle Reception

Open by invitation only to HFA executive directors and board members, top affiliate supporters, and top-tier conference sponsors. Walking directions will be provided.

To become a Leadership Circle member, contact Phaedra Stoger at membership@ncsha.org.

NCSHA is proud to recognize the Leadership Circle members for their generous support of the organization and this conference.

The President’s Reception

Open to all attendees. Walking directions can be found on the back of the invitation located in the pocket of this Conference Program.

Kick back Austin-style as we kick off NCSHA’s 2018 Annual Conference & Showplace! Don’t miss this opportunity to re-connect with old friends, make new contacts with members from around the country, and relax in The Live Music Capital of the World.®

Registration and Information

Donation Drive for LifeWorks

2018 Showplace Open

Coffee available 7:30 a.m. – 8:15 a.m.

Celebratory Opening Plenary Featuring Ryan Hampton and Presentation of the Annual Awards for Program Excellence

Seated breakfast served 8:00 a.m. – 9:00 a.m.

Keynote Address: Facing Addiction Out Loud ― A Conversation with Ryan Hampton

MODERATOR
Edwin King, Executive Director and Chief Executive Officer | Kentucky Housing Corporation

Welcome to Austin

Timothy K. Irvine, Executive Director | Texas Department of Housing and Community Affairs

Remarks from the NCSHA President

Grant S. Whitaker, President and Chief Executive Officer | Utah Housing Corporation

Presentation of the Annual Awards for Program Excellence

Dan Brennan, Director | MaineHousing
Deborah Jenkins, Executive Director | Oklahoma Housing Finance Agency

These prestigious awards recognize state HFAs for innovative programs, projects, and practices in support of affordable housing. During this special ceremony, we celebrate the 2018 award winners and the outstanding work of all HFAs. Many of the entries are featured in sessions throughout the conference.

Networking Break in the Showplace

Book Signing with Ryan Hampton

Meet keynote speaker Ryan Hampton: Ryan’s book American Fix: Inside the Opioid Addiction Crisis is available for purchase and signing. Cash and credit cards accepted.

CONCURRENT SESSIONS

Analyzing Housing Credit Development Costs (GO) (LE) (RE)

Understand key findings from significant new research on Housing Credit development costs, including reports from the Government Accountability Office and Abt Associates. Consider cost variations related to project size, location, and tenancy and the impact of various development cost drivers. Explore strategies to determine the appropriate balance between cost
and quality.

DISCUSSION LEADER
Julie Cody, Assistant Director, Housing Finance | Oregon Housing and Community Services

PARTICIPANTS
Heather Chartier, Senior Analyst | U.S. Government Accountability Office
Holly Glauser, Director, Development | Pennsylvania Housing Finance Agency
Cory Marzullo, Senior Analyst | U.S. Government Accountability Office
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies

Best of HFAs: Communications (CO) (GO)

This session highlights the innovative work of HFAs and their partners in communications. Discover how HFAs use interactive digital content, humorous television ads and videos, approachable characters, and even billboards to make themselves heard above the noise when promoting their programs and impact. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Illinois: “The First 50 Years”
• Iowa: “Big Picture Iowa FY 2017 Annual Report”
• South Dakota: “Love Where You Live Campaign”

DISCUSSION LEADER
Margret Graham, Communications Manager | Washington State Housing Finance Commission

PARTICIPANTS
Ashley Jared-Salow, Communications Director | Iowa Finance Authority
Wally Swenson, Director, Communications | Illinois Housing Development Authority
Amanda Weisgram, Director, Research and Marketing | South Dakota Housing Development Authority

Best of HFAs: Finance (FI) (GO) (MI)

This session highlights the innovative work of HFAs and their partners in finance. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Colorado: “Single-Family Life-of-Loan Pricing ―
  Removing Barriers for Our Borrowers”
• Illinois: “In-House Interest Rate Management &
  MBS Structuring”
• Kentucky: “Kentucky Housing Corporation’s Integrated Business Planning Model ― Transforming Financial Management”
• Louisiana: “Louisiana Neighborhood Landlord Rental Program (Construction Take-Out Model)”

DISCUSSION LEADER
Blair Bingham, Finance Administrator | Alabama Housing Finance Authority

PARTICIPANTS
Thomas Bryan, Controller/Director, Accounting | Colorado Housing and Finance Authority
Bradley Sweazy, Chief Operations Officer | Louisiana Housing Corporation
Nandini Natarajan, Chief Financial Officer | Illinois Housing Development Authority
Wendy Smith, Senior Policy Advisor | Kentucky Housing Corporation

Housing for Survivors of Domestic Violence and Trafficking (LE) (RE) (SN)

Survivors of domestic violence and trafficking face a number of housing barriers related to the crimes committed against them. Discuss strategies for providing safe, affordable housing for survivors, including legal and practical considerations. Get updates on the Violence Against Women Act and other housing protections.

DISCUSSION LEADER
Timothy Veenstra, Director, Asset Management | Illinois Housing Development Authority

PARTICIPANTS
Dixie Hairston, LMSW, Institute on Domestic Violence and Sexual Assault | University of Texas at Austin
Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
Denise Lord, Senior Director, Communications and Planning | MaineHousing
Kara Pillsbury, Community Services Analyst | MassHousing

Latest News from Washington, DC (CO) (GO) (LE)

Learn about the status and outlook for key legislation and regulations affecting HFAs, including the Affordable Housing Credit Improvement Act, FY 2019 HUD and Rural Housing appropriations, housing finance reform, the Federal Financing Bank Risk-Sharing Program, and Opportunity Zones.

DISCUSSION LEADER
Amy Rainone, Director, Government Relations and Policy | Rhode Island Housing

PARTICIPANTS
Emily Cadik, Executive Director | Affordable Housing Tax Credit Coalition
Garth Rieman, Director, Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
Buzz Roberts, President and CEO | National Association of Affordable Housing Lenders

Planning for Innovation: Aligning the Executive and Technology Visions (GO) (IT) (MI)

When the CEO and CIO partner, they can drive innovation by aligning new technology investments with the organization’s strategic objectives, prioritizing initiatives and increasing
transparency. This shift in operations, calculated to keep pace with the opportunities created by evolving technologies, can launch an organization’s digital transformation. HFA leaders share their journeys during this session.

DISCUSSION LEADER
Tony Peleska, Chief Information Officer | Minnesota Housing

PARTICIPANTS
Tim Carroll, Chief Information Officer | North Carolina Housing Finance Agency
Scott Farmer, Executive Director | North Carolina Housing Finance Agency
Mary Tingerthal, Commissioner | Minnesota Housing

Update on FHA, USDA, and the GSEs (FI) (GO) (HO) (LE) (RU)

Senior single-family program officials from FHA, USDA, Fannie Mae, and Freddie Mac discuss the latest developments with their affordable homeownership programs and future HFA partnership opportunities. Learn about developments with FHA’s down payment assistance policy, other FHA and USDA policies, and Fannie Mae and Freddie Mac’s specialized HFA loan products.

DISCUSSION LEADER
Brent Adney, Director, Homeownership Programs | South Dakota Housing Development Authority

PARTICIPANTS
Ana Placencia, Finance and Loan Analyst | U.S. Department of Agriculture
Erin Quinn, Director, HFA Engagement | Freddie Mac
Gisele Roget, Deputy Assistant Secretary for Single-Family Housing | U.S. Department of Housing and Urban Development (invited)
Jessica Wright, Customer Account Manager, Single Family | Fannie Mae

Networking Lunch

Photo-Op for Annual Award Recipients

Award winners are invited to collect their awards and have professional photographs taken. Digital photographs will be made available to the recipients after the conference.

Coffee and Dessert in the Showplace

CONCURRENT SESSIONS

Best of HFAs: Homeownership (GO) (HO) (MI) (RU)

This session highlights the innovative work of HFAs and their partners in homeownership. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Idaho: “Life of Loan Counseling ― Finally Home!® First-Time Homebuyer Education”
• Illinois: “Home Accessibility Program”
• Massachusetts: “Home Possible Advantage 80”
• Minnesota: “Minnesota Housing Rehabilitation
  Loan Program”

DISCUSSION LEADER
Jan Miyagishima, Director, Mortgage Operations | Alaska Housing Finance Corporation

PARTICIPANTS
Mounzer Aylouche, Vice President, Homeownership Programs | MassHousing
Kasey Kier, Assistant Commissioner, Single-Family Division | Minnesota Housing
Tara Pavlik, Managing Director, Homeownership Programs Department | Illinois Housing Development Authority
Susan Semba, Executive Vice President, Homeownership Lending | Idaho Housing and Finance Association

Connecting Staff to Your Mission (CO) (GO) (HR) (MI)

HFAs discuss how to connect agency staff and partners to the community to help them better relate to the people they serve, positively reinforcing your mission. Discover how to show employees first-hand how they contribute to the well-being of families, housing communities, and local businesses; educate them about departments and programs; improve teamwork and collaboration; and boost morale and retention.

DISCUSSION LEADER
Debbie Herrera, Director, Human Resources | Colorado Housing and Finance Authority

PARTICIPANTS
Heather Johnson, Public Relations and Communications Specialist | Colorado Housing and Finance Authority
Jaime W. Rice, Assistant Director, Single Family | Kentucky Housing Corporation

Integrating Housing and Healthcare (RE) (SN)

Explore emerging strategies for integrating housing and healthcare, including colocation. Discuss challenges and best practices in aligning resources, funding expectations, and improving outcomes for low-income residents.

DISCUSSION LEADER
Margaret Salazar, Director | Oregon Housing and Community Services

PARTICIPANTS
Deb Burkart, National Vice President, Supportive Housing | National Equity Fund, Inc.
Andy McMahon, Vice President, Health and Human Services Policy | UnitedHealthcare Community & State
Jessica Mowry, Assistant Director, Leased Housing and Rental Services | Rhode Island Housing
Kamillah Wood, MD, MPH, FAAP, Senior Vice President, Health and Housing | Stewards of Affordable Housing for the Future

Optimizing Compliance and Asset Management with Technology (IT) (RE)

Explore how HFAs can leverage technology to optimize Housing Credit and HOME compliance and asset management processes while reducing data entry time, improving cross-team collaboration, and increasing transparency. Consider replicable models and the change management tactics needed to make new tools viable.

DISCUSSION LEADER
Jennifer Miller, Senior Advisor, Policy/Strategy/Data Integration/Asset Management | Illinois Housing Development Authority

PARTICIPANTS
Holly Holtzen, Ph.D., Chief Operating Officer | Ohio Housing Finance Agency
Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
Tim Morlan, Underwriter | Iowa Finance Authority

Regulatory Compliance Update (GO) (HO) (LE) (MI)

HFA staff and experts engage in a freewheeling conversation about how HFAs can adapt to an ever-evolving regulatory environment. Discuss strategies for developing Compliance Management Systems, meeting federal mortgage rule requirements, complying with bond restrictions, training staff, auditing, and other pressing compliance needs.

DISCUSSION LEADER
Howard Tolley, Compliance Manager | Utah Housing Corporation

PARTICIPANT
Drew Page, Partner | Kutak Rock LLP

Serving Persons with Disabilities: Section 811 and Beyond (RE) (SN)

Explore best practices and new opportunities in developing project-based integrated housing for people with disabilities. Discuss lessons learned from the first two cohorts of the Section 811 Project Rental Assistance program, including innovations in blending with capital sources, and get the latest on new federal resources for housing persons with disabilities.

DISCUSSION LEADER
Joel Salzer, Multifamily Business Manager | Minnesota Housing

PARTICIPANTS
Spencer Duran, Section 811 Manager | Texas Department of Housing and Community Affairs
Shalonda M. Manuel, Disability Program Manager | Maryland Department of Housing and Community Development
Andrew Sperling, Director of Legislative Advocacy | National Alliance on Mental Illness
Liz Stewart, Senior Associate | Technical Assistance Collaborative, Inc.

The HFA Role in Opportunity Zones (GO) (LE) (RE) (RU) (SH)

Housing policy experts explain the new Opportunity Zone program to encourage investment in economically distressed neighborhoods through favorable capital gains treatment and other tax incentives. Understand eligible Opportunity Zone investments, tools for identifying neighborhood opportunity, and the applicability of various HFA financing tools in designated Opportunity Zones.

DISCUSSION LEADER
Earl Poleski, Executive Director | Michigan State Housing Development Authority

PARTICIPANTS
Kenneth Holt, Secretary | Maryland Department of Housing and Community Development
Michael Kressig, Partner | Novogradac & Company LLP
William Lambe, Director, Capital Solutions | Enterprise Community Loan Fund
Leilah Powell, Executive Director | Local Initiatives Support Corporation – San Antonio

The Housing Finance Market Today and Tomorrow (FI) (GO) (HO) (RE)

Hear expert analysts and bankers discuss the outlook for the overall economy and housing finance market. Explore trends and potential policies that will impact HFA bond issuance, investor demand, federal resources, and lending activity.

DISCUSSION LEADER
Gina Hickman, Deputy Director of Finance and Administration | New Mexico Mortgage Finance Authority

PARTICIPANTS
Mina Choo, Director | RBC Capital Markets
Geoff Proulx, Executive Director | Morgan Stanley
Jim Stretz, Senior Vice President | George K. Baum & Company
Florence Zeman, Associate Managing Director | Moody’s Investors Service

Texas Tailgate Break in the Showplace

Come to the Showplace to enjoy Texas treats!

CONCURRENT SESSIONS

Best of HFAs: Human Resources (GO) (HR) (MI)

This session highlights the innovative work of HFAs and their partners in human resources. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Louisiana: “Organizational Competency Model”
• Maine: “MaineHousing Staff and Leadership Development Program”
• North Carolina: “Stop the Madness ― No More Performance Reviews!”
• Rhode Island: “Employee Engagement to Drive Change”

PARTICIPANTS
Kevin Brady, Human Resources Director | Louisiana Housing Corporation
Barbara Farrand, Director of Human Resources | Rhode Island Housing
Denise Lord, Senior Director, Communications and Planning | MaineHousing
Molly Rodgers, Director of Human Resources and Administration | North Carolina Housing Finance Agency

Combating the Shortage of Affordable Homes for Purchase (HO) (MI) (RU)

An acute shortage of affordable, entry-level, single-family homes is one of the biggest issues impacting the housing market today. Examine how HFAs have addressed this problem head on, including initiatives that have constructed new ownership homes in a tight urban market, helped revitalize the housing stock in struggling communities, and supported critical repairs to keep current homes livable. A leading housing advocate discusses a proposal for supporting new home construction in distressed neighborhoods.

DISCUSSION LEADER
Jianxin “Fenice” Taylor, Director, Office of Homeownership Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

PARTICIPANTS
Jerome Devadoss, Director, Real Estate Asset Management | Fannie Mae
Susan Eliason, Director of Housing Development | Delaware State Housing Authority
Christopher Miller, Director, Housing Investments | District of Columbia Housing Finance Agency
Buzz Roberts, President and CEO | National Association of Affordable Housing Lenders

Confronting the Opioid Crisis Through Housing (RE) (RU) (SN)

Communities across the country are working overtime seeking solutions to the opioid crisis. Learn how state HFAs and their affordable housing partners are breaking silos and joining the fight. Examine different housing models and best practices for housing people with substance use disorders.

DISCUSSION LEADER
Dean Christon, Executive Director | New Hampshire Housing Finance Authority

PARTICIPANTS
Robert Beck, Vice President, Business Development and Legal Affairs | Cinnaire
Edwin King, Executive Director and Chief Executive Officer | Kentucky Housing Corporation
Marcella Maguire, Director, Health Systems Integration | CSH
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority

Cybersecurity: Protecting Your Clients and Organization (IT) (MI)

Hackers become increasingly more sophisticated every day. Are your systems and client data cyber secure? Explore the cybersecurity landscape and get expert insight to inform internal decision-making. Examine the Texas Model, built with interagency cooperation; learn how New Hampshire’s model has been evolving since 2005; hear about recent policy efforts; and discuss how to build preparedness into the strategic plan. This session is relevant to anyone working with personally identifiable information.

DISCUSSION LEADER
Curtis Howe, Director of Information Systems Division | Texas Department of Housing and Community Affairs

PARTICIPANTS
Jordan Genung, CISSP, Information Security Officer | Texas Department of Housing and Community Affairs
P. David Hebert, Managing Director of Information Technology | New Hampshire Housing Finance Authority
Larry Mercadel, Network Administrator | Texas Department of Housing and Community Affairs
Brent Stackhouse, Director of Security | WP Engine

Media Training: Tips for Talking to the Press (CO) (GO) (MI)

Learn the dos and don’ts for an effective media interview. A seasoned coach offers tips on developing key messages, staying on message, avoiding trouble spots and pitfalls, and maintaining your poise during an interview.

TRAINER
Russ Rhea, Founder and Principal | Predictive Media Network

Mind the Gaps: Solutions for Multifamily Financing (FI) (LE) (RE) (RU) (SH)

Financial structuring experts survey multifamily finance tools, including tax-exempt bonds, the Housing Trust Fund, and HFA use of the Federal Financing Bank Risk-Sharing Program. Explore innovative financial structuring and underwriting tactics for multiple subsidy deals.

DISCUSSION LEADER
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission

PARTICIPANTS
Samphas “Sammi” Chhea, Senior Vice President | Jefferies LLC
Rob Dapice, Director, Housing Development | New Hampshire Housing Finance Authority
Christopher Moriarty, Managing Director | Stifel
Tim Wranovix, Vice President, National Housing Group | Raymond James & Associates, Inc.

What’s Going on with Millennial Homebuyers? (CO) (HO)

Looking for insight into how to reach the newest and biggest generation of homebuyers in history? Two experienced business developers ― and card-carrying Millennials ― offer a fun and informative presentation on the Millennial generation’s homebuying preferences, social characteristics, communication style, and general outlook.

TRAINERS
Carlie J. Boos, Program and Policy Manager | Ohio Housing Finance Agency
Jonathan Duy, Real Estate Relations Manager | Ohio Housing Finance Agency

Networking Break in the Showplace

CONCURRENT SESSIONS

Best of HFAs: Rental (GO) (RE) (RU)

This session highlights the innovative work of HFAs and their partners in rental housing. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Connecticut: “The Housing Connections Program of Connecticut”
• Massachusetts: “Workforce Housing Program”
• Nebraska: “Transformation of a Neighborhood:
  The Highlander Redevelopment Area”

DISCUSSION LEADER
David Young, Multifamily Administrator | Alabama Housing Finance Authority

PARTICIPANTS
Tim Kenny, Executive Director | Nebraska Investment Finance Authority
Diane Smith, Director, Planning, Research, and Evaluation | Connecticut Housing Finance Authority
Mark Teden, Vice President of Multifamily Programs | MassHousing

DIY Video Production (CO)

HFAs are using videos to promote awareness of housing issues, solutions, and industry best practices and to drive traffic to their websites to promote their programs, products, and services. Learn how to create professional, effective videos with a Smartphone and some inexpensive tools.

TRAINER
Russ Rhea, Founder and Principal | Predictive Media Network

Housing Options for At-Risk Youth (RE) (SN)

Learn how federal, state, and local partners are collaborating to end youth homelessness and to meet the housing needs of youth aging out of foster care. Explore innovative development approaches and strategic partnerships to place at-risk youth and young adults on a path to long-term success.

DISCUSSION LEADER
Mark Romick, Deputy Executive Director | Alaska Housing Finance Corporation

PARTICIPANTS
Lauren Knott, Associate | Technical Assistance Collaborative, Inc.
Jeremy Ratliff, General Counsel/Deputy Executive Director, Legal and Compliance | Kentucky Housing Corporation
Erin Whelan, LPC-S, LCCA, Senior Division Director for Housing and Homeless Services | LifeWorks Austin
Ruthie White, Executive Director | National Center for Housing and Child Welfare

Navigating a Digital Mortgage Market (CO) (HO) (IT)

Consider how HFAs can adopt the latest automated mortgage tools and offer borrowers an improved online lending experience. Explore how one HFA developed a new web application to better engage with its lending partners. Delve into the use of eMortgages and other digital transactions.

DISCUSSION LEADER
Peter Pagonis, Director, Homeownership | Rhode Island Housing

PARTICIPANTS
Greg Blake, CGEIT, CIO and Vice President of Administration | Idaho Housing and Finance Association
Gina Celli-Marlow, Manager, Customer Integration | Freddie Mac
Erin Dee, Director of Business Solutions | Thrive Mortgage
Mary Kladde, Senior Vice President of Mortgage Services | MetaSource

Promoting Healthy Building Strategies (GO) (RE) (RU) (SH)

Discuss initiatives to foster positive health outcomes for residents of affordable housing. Explore available funding sources for energy efficiency and water conservation. Understand healthy construction practices, including use of non-toxic materials and enhanced indoor air quality. Consider strategies to promote resident health through building design and social services.

DISCUSSION LEADER
Wes Butler, Assistant Commissioner, Multifamily | Minnesota Housing

PARTICIPANTS
Rachel Cluett, Manager, Healthy Housing Rewards | Fannie Mae
Krista Egger, Director, Green Communities | Enterprise Community Partners, Inc.
Rebecca Schaaf, Senior Vice President, Energy | Stewards of Affordable Housing for the Future

Single-Family Finance Roundtable (FI) (HO)

Interest rates are finally rising, and loan origination volume has started to shrink. Discover how HFAs can best structure their single-family executions to fit this new market. Consider the tradeoffs between mortgage revenue bonds, mortgage-backed securities, and mortgage credit certificates and how your agency can balance multiple execution options.

DISCUSSION LEADER
Monica Galuski, Director of Bond Finance and Chief Investment Officer | Texas Department of Housing and Community Affairs

PARTICIPANTS
Mike Awadis, Managing Director | Hilltop Securities Inc.
Patricia Ho, Vice President | Caine Mitter & Associates Inc.
Vikram Shah, Vice President | Barclays
Harper Wong, Director, Community Lending Solutions | Mortgage Guaranty Insurance Corporation

Showplace Happy Hour

Come to the Showplace to unwind with your peers and consult with the many business solution providers exhibiting this year. Don’t miss the prize drawings at 5:45 p.m.! (You must be present to win. Exhibitors and sponsors are not eligible to win.)

Registration & Information

Donation Drive for LifeWorks

Tuesday Plenary Breakfast: Austin Innovators

Seated breakfast served 7:45 a.m. – 8:45 a.m.

Long known as a hotbed of innovation in tech and music, Austin is also home to an array of leaders looking to disrupt traditional approaches to affordable housing. This lively conversation will include some of the city’s most creative and committed leaders talking about taking their new ideas to scale in design, construction, financing, and service delivery.

DISCUSSION LEADER
Stockton Williams, Executive Director | National Council of State Housing Agencies

PARTICIPANTS
Jason Ballard, Co-Founder | ICON3D
Susan McDowell, Executive Director | LifeWorks Austin
David Steinwedell, President and CEO | Affordable Central Texas

Networking Break

CONCURRENT SESSIONS

Best of HFAs: Operations (FI) (GO) (HO) (MI) (RE) (SH) (SN)

This session highlights the innovative work of HFAs and their partners in operations. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Colorado: “Gap Map”
• Illinois: “Rapid Results Initiative”
• Kentucky: “The Housing CCI Summits: Connect, Collaborate, Innovate”
• Tennessee: “Maximizing WAP Production”

PARTICIPANTS
Audra Hamernik, Executive Director | Illinois Housing Development Authority
Margaret Miller, Business and Economic Analyst | Colorado Housing and Finance Authority
John Plakorus, Planning and Development Officer | Colorado Housing and Finance Authority
Wendy Smith, Senior Policy Advisor/Incoming Deputy Executive Director, Housing Production and Programs | Kentucky Housing Corporation
Blake Worthington, Housing Program Manager, Energy | Tennessee Housing Development Agency

Best of HFAs: Special Needs Housing (GO) (RE) (SN)

This session highlights the innovative work of HFAs and their partners in special needs housing. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Illinois: “Rental Housing Support Program
  Special Demonstration”
• Louisiana: “Louisiana’s Housing Heroes”
• New York City: “The Homestretch Program”

DISCUSSION LEADER
Jennifer Henderson, Director, Planning and Housing Development | North Dakota Housing Finance Agency

PARTICIPANTS
Carlie J. Boos, Program and Policy Manager | Ohio Housing Finance Agency
Christine Moran, Managing Director, Multifamily Finance Department | Illinois Housing Development Authority
Anthony Richardson, Senior Vice President of Development | New York City Housing Development Corporation
Nicole Sweazy, Executive Director | Louisiana Housing Authority | Louisiana Housing Corporation

Blockchain: Fad or Revolution? (IT) (MI)

Blockchain technology ― a digitized, distributed ledger that immutably records and shares information across systems ― is the buzzword of 2018. It’s at the heart of bitcoin and other virtual currencies and seems on track to revolutionize real estate. But what is it really? Is it safe? Experts cover Blockchain 101 and share real-world examples.

DISCUSSION LEADER
Tim Kenny, Executive Director | Nebraska Investment Finance Authority

PARTICIPANTS
Dustin Byington, CEO | manyChains
Michael Hathaway, Partner | Cognida Network
Angel Justo Jones, Co-Founder and CEO | truFable
Shawn McKenna, Chief Executive Officer and President | ProLink Solutions

Finance Lightning Round Q&A (FI) (HO) (LE) (RE)

Industry experts and HFA finance gurus field a rapid-fire series of questions on a broad array of topics impacting HFA finance. Hear their takes on the current state of the market, future opportunities, possible challenges, financial management strategies, and more.

DISCUSSION LEADER
Kelan Craig, Director of Planning, Preservation & Development | Ohio Housing Finance Agency

PARTICIPANTS
Larry Flood, Director of Finance | California Housing Finance Agency
Nicholas Fluehr, Managing Director | Wells Fargo Securities
Richard Froehlich, Chief Operating Officer, Executive Vice President for Capital Markets, and General Counsel | New York City Housing Development Corporation
David Jones, Principal | CSG Advisors Incorporated
Michael Koessel, Director, Head of Housing Group | CitiGroup
Aulii Limtiaco, Director | S&P Global Ratings

Getting the Most Out of Your Down Payment Assistance Program (FI) (HO) (MI)

Hear how several HFAs have structured, funded, and targeted down payment assistance programs to better serve their constituents. Get a briefing from the Urban Institute on its latest research on barriers to consumer awareness of down payment assistance programs. Consider how to better educate homebuyers about your down payment assistance products.

DISCUSSION LEADER
René Acuña, Director of Homeownership | New Mexico Mortgage Finance Authority

PARTICIPANTS
Rob Chrane, Chief Executive Officer | Down Payment Resource
Arthur Fleming, Senior Vice President and Director, Community Investment Services | Federal Home Loan Bank of Atlanta
Ed Golding, Nonresident Fellow, Housing Finance Policy Center | Urban Institute
Heather Kvasnak, Manager of Business Development – Homeownership | Vermont Housing Finance Agency

Implementing Income Averaging (GO) (LE) (RE) (RU)

Explore the new Housing Credit income averaging minimum set-aside election and its impact on program administration. Understand strategies for facilitating mixed-income development, allocating agency implementation plans, and critical considerations for compliance monitoring.

DISCUSSION LEADER
Mark Shelburne, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

PARTICIPANTS
Beverly Bates, Senior Vice President of Development | The Community Builders
Patricia Murphy, Director of Compliance | Texas Department of Housing and Community Affairs
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLC
Timothy Veenstra, Director, Asset Management | Illinois Housing Development Authority

Tools and Resources to Promote Community Transformation (CO)

Community engagement is one of the most effective ways to get people involved in the growth and development of their communities. Learn how data and information from sources such as Opportunity360 and PrezCat can inform critical communications with residents, community members, and other stakeholders. Get evidence-based messaging recommendations that can be used to advance an affordable housing and community development agenda.

DISCUSSION LEADER
J. Michael Hawkins, Ph.D., AICP, Managing Director of Community Outreach | Virginia Housing Development Authority

PARTICIPANTS
Taí M. Coates, Media Campaign Organizer | National Housing Trust
Andrew Masters, Strategic Partnerships Manager, Knowledge, Impact, and Strategy | Enterprise Community Partners
Chantelle Wilkinson, National Campaign Coordinator, Opportunity Starts at Home | National Low Income Housing Coalition

Networking Break

CONCURRENT SESSIONS

Best of HFAs: Information Technology (GO) (IT)

This session highlights the innovative work of HFAs and their partners in information technology. These entries in the 2018 Annual Awards for Program Excellence are featured in this session:

• Indiana: “Web-Based Application for Single-
  Family Programs”
• Kentucky: “InspectPro 360 — UPCS Software”
• Utah: “HFA Portal & Mortgage Purchasing System”

DISCUSSION LEADER
Kelly Becker, Director, Information Technology | Colorado Housing and Finance Authority

PARTICIPANTS
Chris Henderson, Information Technology Director | Indiana Housing and Community Development Authority
Joe Leary, Director of Information Technology | Utah Housing Corporation
Joseph Sanders, Managing Director of Technology Services | Kentucky Housing Corporation

Best Practices in Succession Planning (GO) (HR) (MI)

Do you have a long-tenured leader who soon will be retiring? This session is for board members, executive directors, and management team members who want to plan and execute a smooth, seamless leadership transition within an HFA or affiliated organization. Learn how to design and implement a succession plan that informs your external recruitment strategies and effectively develops and equips high-potential performers with the knowledge, skills, and abilities needed to assume critical leadership positions.

TRAINER
Tracy McMillan, Managing Principal | HCGA Consulting Partners

Building a Strong Brand: Consistency Matters (CO)

Discuss how to establish brand guidelines for your organization that convey a strong identity, maintain a professional and credible image, raise awareness, and spur audiences to engage with your programs, products, and services. Hear how HFAs are developing style guidelines and ensuring staff and partners represent their brands correctly and consistently in everything from social media, to promotional materials, to events.

DISCUSSION LEADER
Wally Swenson, Director, Communications | Illinois Housing Development Authority

PARTICIPANTS
Ashley Jared-Salow, Communications Director | Iowa Finance Authority
Kathy Phillips, Director of Marketing | California Housing Finance Agency

Expanding Accessibility (LE) (RE) (SN)

The shortage of affordable housing is even more acute for those who need accessible housing. Learn how state HFAs and industry partners are addressing this shortage by expanding access to accessible units in new and rehabilitated rental developments. Explore proactive ways to ensure accessibility and comply with the Americans with Disabilities Act and Fair Housing Act requirements.

DISCUSSION LEADER
Bettie Teasley, Director, Research and Planning | Tennessee Housing Development Agency

PARTICIPANTS
Carl Dudeck, Director, Housing Management | Pennsylvania Housing Finance Agency
Mark English, President | E&A Team, Inc.
Rebecca Frawley Wachtel, Tax Credits and HOME Program Director | Massachusetts Department of Housing and Community Development
Raul Gonzales, Director of OCI, HTF, and NSP | Texas Department of Housing and Community Affairs

Financing Housing for Moderate-Income Families and Individuals (FI) (HO) (RE) (SH)

Gain insight into how HFAs can better address the increasing shortage of available affordable housing options for the “missing middle.” Hear how one HFA is leading interagency efforts to invest in workforce housing. Consider new options for helping moderate-income families purchase homes.

DISCUSSION LEADER
Barbara Fields, Executive Director | Rhode Island Housing

PARTICIPANTS
Eric Enderlin, President | New York City Housing Development Corporation
Kim Travis, Housing Integrator | Oregon Housing and Community Services
John Turner, Manager of Community Development and Research | Nebraska Investment Finance Authority

Proactive Preservation (GO) (LE) (RE) (RU) (SH)

Survey trends in affordable housing preservation, including recapitalization of HUD and USDA-assisted rental properties, bond-financed developments, and the Housing Credit portfolio. Explore preservation financing tools, best practices in capital needs assessments, the use of performance and operating data to inform underwriting criteria, and strategies for at-risk developments.

DISCUSSION LEADER
Rebecca Peace, Deputy Executive Director and Chief Counsel | Pennsylvania Housing Finance Agency

PARTICIPANTS
Cynthia Bast, Partner | Locke Lorde LLP
Harold Nassau, Director, Asset Management Programs | NeighborWorks America
Ashley Oliver, Multifamily Manager for Asset Management | Minnesota Housing
Deborah VanAmerongen, Strategic Policy Advisor, Government Relations and Public Policy, Affordable Housing | Nixon Peabody LLP

Strengthening Relationships with Single-Family Partners (CO) (HO) (MI)

Examine successful HFA initiatives that have fortified relationships with originators and other homeownership partners. Get direct feedback from industry partners about the challenges and benefits of working with HFA single-family programs and opportunities for future partnerships. Discuss how HFAs can work together to increase lender involvement in HFA programs.

DISCUSSION LEADER
Paige Omohundro, Business Development Manager, Home Finance | Colorado Housing and Finance Authority

PARTICIPANTS
Shad Bogany, Broker Associate | Better Homes and Gardens Real Estate Gary Greene
Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority
Joshua Smith, Bond Programs Manager – Product Development | Guild Mortgage Company
Tom Walker, Business Development Manager, Home Finance | Ohio Housing Finance Agency