Housing Credit

Agenda subject to change.

Tuesday Jan 15

Open to NCSHA HFA and Associate Members Only

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Plenary Session

Washington Update

Salon I/II, Ballroom Level
As the new Congress gets to work in Washington, NCSHA’s legislative and policy team shares the outlook for the Housing Credit, Housing Bonds, and affordable housing program funding. Learn what has changed in the legislative environment and what we need to do to advance NCSHA’s affordable housing priorities.

PARTICIPANTS
Garth Rieman, Director of 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

Plenary Session

Preservation Challenges Forum

Salon I/II, Ballroom Level
Strategize with other allocating agency staff and special guests about how to address some of the most pressing preservation questions of the day, including possible legislative approaches to qualified contract losses, ensuring nonprofit sponsors can exercise their right of first refusal, and preparing for Year 30.

DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies

PARTICIPANTS
Laura Abernathy, Director of State and Local Policy | National Housing Trust
Ellen Lurie Hoffman, Federal Policy Director | National Housing Trust
Valeri Pate, Director, Asset Management and Compliance | Washington State Housing Finance Commission
Buzz Roberts
, President and Chief Executive Officer | National Association of Affordable Housing Lenders
Robert Rozen, Policy Consultant | RRozen Associates
Mark Shelburne, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

Break

Grand Ballroom Foyer, Ballroom Level

Community Meet-Ups

Housing Credit Development

Salon D/E, Ballroom Level
Allocating agency development officials share their experiences in Housing Credit allocation and underwriting and discuss emerging issues in program administration.

DISCUSSION LEADERS
Felita Hamilton, Multifamily Programs Allocation Manager | Tennessee Housing Development Agency
Mark Shelburne, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

Housing Credit Compliance

Salon III, Ballroom Level
Allocating agency compliance officials share their experiences in Housing Credit monitoring and discuss emerging issues in program compliance.

DISCUSSION LEADERS
Erica Etterling, Compliance Support Manager | Virginia Housing Development Authority
Rose Guerrero, Compliance Section Chief | California Tax Credit Allocation Committee

Wednesday Jan 16

Open to All Registrants

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Continental Breakfast

Salon IV, Ballroom Level

Plenary Session

2019 Housing Credit Program Outlook

Salon I/II, Ballroom Level
Housing Credit industry leaders explore program hot topics, including congressional efforts to strengthen the Housing Credit and Housing Bond programs, potential changes to the Community Reinvestment Act (CRA), the impact of tax reform on Credit equity pricing and investor demand, Housing Credit development in Opportunity Zones, development cost controls, and preservation of the existing Housing Credit portfolio.

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

PARTICIPANTS
Kimberly Black King, Senior Vice President of Housing Development | Volunteers of America
Scott Hoekman
, President and Chief Executive Officer | Enterprise Housing Credit Investments, LLC
Matt Josephs, Senior Vice President for Policy | Local Initiatives Support Corporation
Robert Moss, Principal, National Director of Governmental Affairs | CohnReznick LLP
Buzz Roberts, President and Chief Executive Officer | National Association of Affordable Housing Lenders

Break

Grand Ballroom Foyer, Ballroom Level

Concurrent Sessions

Income Averaging Development Strategies

Salon III, Ballroom Level
Examine the new income averaging minimum set-aside and its dramatic impact on Housing Credit development. Discuss strategies for facilitating mixed-income development, state agency implementation plans, industry perspectives on income averaging, and emerging best practices on unit designation, market studies, and financial underwriting.

DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies

PARTICIPANTS
Anthony Freedman, Partner | Holland & Knight LLP
Beth Mullen, Partner | CohnReznick LLP
Andrew Spofford, Chief of Staff | Preservation of Affordable Housing, Inc.
Natasha Weaver, Manager, Tax Credits | Colorado Housing and Finance Authority

Monitoring Compliance with Multiple Subsidies

Salon F/G, Ballroom Level
Understand conflicting compliance requirements in Housing Credit developments with multiple subsidies. Analyze the impact of tax-exempt bonds, HOME, the Housing Trust Fund, Rental Assistance Demonstration (RAD), project-based Section 8, and Housing Choice Vouchers on development compliance and state agency monitoring responsibilities.

DISCUSSION LEADER
Devyn Smith, Director of Real Estate Compliance | Indiana Housing and Community Development Authority

PARTICIPANTS
Christine Bennett-Martin, President | Bennett Martin Consulting
Jonathan Herz, Director of Compliance | R Home Property Management LLC
Jo Ikelheimer, Vice President, Compliance Programs | National Center for Housing Management
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP

Lunch

Salon IV, Ballroom Level

Concurrent Sessions

The QAP Renaissance

Salon III, Ballroom Level
As state Credit agencies continue to refine program priorities to address pressing housing needs, qualified allocation plans (QAPs) are experiencing dramatic transformation. Explore refined QAP provisions related to development costs and the new construction/preservation balance, plus new approaches to use of the cap increase and state-designated basis boost.

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

PARTICIPANTS
Darrell Beavers, Housing Development Director | Oklahoma Housing Finance Agency
JD Bondurant, Director of Low Income Housing Tax Credit Programs | Virginia Housing Development Authority
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission
Barbara Wallace, Multifamily Manager | Alabama Housing Finance Authority

Managing Changes in Income Limits and Utility Allowances

Salon F/G, Ballroom Level
Examine the impact of recent income limit and utility allowance updates on Housing Credit compliance and management. Understand state agency, developer, and management company perspectives on rent increases. Explore application of new income limits and utility allowances in preservation transactions and resyndications.

DISCUSSION LEADER
Susan Westbrook, Manager of Rental Assets | North Carolina Housing Finance Agency

PARTICIPANTS
Jen Brewerton, Vice President of Compliance | Dominium
Oke Johnson, Managing Director, Compliance Services | LEDIC Realty Company, LLC
H. Blair Kincer, Partner | Novogradac & Company LLP
Shawn McKenna, President and Chief Executive Officer | ProLink Solutions, Inc.

Latte Station

Capitol Ballroom Foyer, Ballroom Level

Sponsored by:

Break

Grand Ballroom Foyer, Ballroom Level

Concurrent Sessions

Strategic Housing Credit Development Siting

Salon III, Ballroom Level
Evaluate the challenges and opportunities associated with development in high-opportunity areas and distressed neighborhoods. Understand the balance between tenant needs and market issues, fair housing considerations, and NIMBY challenges associated with sites. Explore how Opportunity Zones may impact future Credit development.

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

PARTICIPANTS
Laura Abernathy, Director of State and Local Policy | National Housing Trust
Ned Howe, Vice President | Enterprise Homes, Inc.
Peter Kye, Law and Policy Associate | Poverty & Race Research Action Council
Michael Novogradac, Managing Partner | Novogradac & Company LLP

Monitoring Compliance with Income Averaging

Salon F/G, Ballroom Level
Discuss compliance challenges with the new income averaging minimum set-aside and the complexities associated with project monitoring. Understand state monitoring policies, new income limit calculations, critical compliance considerations, and emerging best practices on unit designation, the next available unit rule, and noncompliance correction.

DISCUSSION LEADER
Patricia Murphy, Director of Compliance | Texas Department of Housing and Community Affairs

PARTICIPANTS
Renee Dickinson, Multifamily Compliance Manager | Minnesota Housing
Scott Michael Dunn, Chief Executive Officer/Principal | Costello Compliance
Valeri Pate, Director, Asset Management and Compliance | Washington State Housing Finance Commission
Thomas Stagg, Partner | Novogradac & Company LLP

Break

Grand Ballroom Foyer, Ballroom Level

Concurrent Sessions

Equity Market Outlook

Salon III, Ballroom Level
Housing Credit investors and syndicators forecast 2019 equity market activity. Explore the impact of QAP priorities and CRA reform on investor interest and Credit pricing. Examine new underwriting guidelines from the Affordable Housing Investors Council and investor perspectives on income averaging, Opportunity Zones, and resyndications.

DISCUSSION LEADER
Claudia O’Grady, Vice President, Multifamily Finance | Utah Housing Corporation

PARTICIPANTS
Linda Hill, Vice President II | AEGON USA Realty Advisors, LLC
David Leopold, Vice President, Affordable Sales and Investments | Freddie Mac
Philip Porter, Vice President, Syndication, Originator | Enterprise Community Investment, Inc.
Vihar Sheth, Senior Vice President – Director of Business Development | U.S. Bancorp Community Development Corporation
Ronne Thielen, Executive Vice President | R4 Capital

Compliance and Management Forum

Salon F/G, Ballroom Level
Housing Credit compliance professionals convene in an open forum to discuss program hot topics, best practices, and emerging challenges in compliance and property management.

DISCUSSION LEADER
Tanya Clark, Team Leader, Asset Management and Compliance | North Carolina Housing Finance Agency

PARTICIPANTS
Scott Michael Dunn, Chief Executive Officer/Principal | Costello Compliance
Jo Ikelheimer, Vice President, Compliance Programs | National Center for Housing Management
Elizabeth Moreland, President | Elizabeth Moreland Consulting, Inc.
Thomas Stagg, Partner | Novogradac & Company LLP

Housing Credit Happy Hour

Penn Avenue Terrace, Lobby Level

Sponsored by:

Thursday Jan 17

Open to All Registrants

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Continental Breakfast

Salon III/IV, Ballroom Level

Concurrent Sessions

Multifamily Finance Forum

Joint with Section 8 and Other Federally Assisted Multifamily Housing

Salon D/E, Ballroom Level
Survey financial structuring and underwriting strategies for Housing Credit developments with multiple subsidies, including tax-exempt bonds, HOME, the Housing Trust Fund, RAD, the Federal Financing Bank Risk-Sharing program, and USDA assistance.

DISCUSSION LEADER
Kevin Tatreau, Director of Development Finance | Florida Housing Finance Corporation

PARTICIPANTS
Alan Cohen, Partner | Holland & Knight LLP
Holly J. Glauser, Director, Development | Pennsylvania Housing Finance Agency
Richard Price, Partner | Nixon Peabody LLP
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority

Furthering Fair Housing Compliance

Joint with Section 8 and Other Federally Assisted Multifamily Housing

Salon F/G, Ballroom Level
Explore monitoring of civil rights requirements, fair housing marketing, tenant selection plans, general public use, Section 8 nondiscrimination provisions, reasonable accommodation, accessibility standards, Violence Against Women Act requirements, and Department of Justice enforcement actions related to fair housing.

DISCUSSION LEADER
Jennifer Marchand, Multifamily Program Compliance Technical Advisor | Oregon Housing and Community Services

PARTICIPANTS
Mark English, President | E&A Team, Inc.
Anthony Freedman, Partner | Holland & Knight LLP
Stephanie Naquin, Multifamily Compliance | Novogradac & Company

Plenary Session

Strategies for Preservation and Continuing Compliance

Salon F/G, Ballroom Level
Consider development and compliance challenges in the Housing Credit portfolio. Explore QAP preservation policies, financing tools for recapitalization, asset management tactics, qualified contract activity, and compliance strategies related to existing tenants and resyndication.

DISCUSSION LEADER
Brian Miller, Director, Asset Management | Colorado Housing and Finance Authority

PARTICIPANTS
Andrew Aurand, Vice President for Research |National Low Income Housing Coalition
Greg Griffin, Vice President, Asset Resolution and Dispositions | Enterprise Community Asset Management, Inc.
Priya Jayachandran, President | National Housing Trust
Andrea Ponsor, Executive Vice President for Policy | Stewards of Affordable Housing for the Future
Charlie Rhuda, Partner | Novogradac & Company LLP

Print the Schedule