MRBs and Other Federal Homeownership Programs

Agenda subject to change.

Wednesday Jan 16

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Concurrent Sessions

Exploring HFA Mortgage Document Standardization

Longworth, Meeting Room Level
HFA down payment assistance programs are crucial in helping working families purchase a home. However, differing HFA program requirements can cause impediments for lenders, diminishing their interest. Hear about cross-industry efforts to explore standardizing how HFA down payment assistance program guidelines and requirements are presented. Consider the opportunities and challenges such efforts present to your homeownership programs.

DISCUSSION LEADER
Jim Durham, Director of Homeownership | Ohio Housing Finance Agency

PARTICIPANTS
Robert Chrane, Chief Executive Officer | Down Payment Resource
Lisa DeBrock, Director, Homeownership | Washington State Housing Finance Commission
Sean Moss, Senior Vice President, Director of Operations and Customer Support | Down Payment Resource
Dottie Sheppick, Managing Partner | Specialty Mortgage Product Solutions, LLC
Tonya Todd, Senior Vice President, Affordable Housing Programs | Mountain West Financial, Inc.

Homeownership Financing 101: Mortgage Revenue Bonds

Salon I/II, Ballroom Level
Learn the basics or receive a refresher on Mortgage Revenue Bonds (MRBs) and Mortgage Credit Certificates (MCCs). Examine eligibility requirements, other program rules, the issuance process, and bond structuring fundamentals. Consider how MRBs and MCCs can help your homeownership programs thrive in today’s market.

DISCUSSION LEADER
Susan Nance, Business Development Officer | Texas Department of Housing and Community Affairs

PARTICIPANTS
Ping Hsieh, Vice President/Senior Credit Officer | Moody’s Investors Service
Susan Jun, Executive Director | Morgan Stanley
Kathleen Orlandi, Partner | Hawkins Delafield & Wood LLP
William Veronda, Director | Bank of America Merrill Lynch

Break

Grand Ballroom Foyer, Ballroom Level

Plenary Session

Homeownership Financing 102: TBA and MBS

Salon I/II, Ballroom Level
Find out how to use securitization to finance affordable homeownership loans, including the to-be-announced market; the roles of Fannie Mae, Freddie Mac, and Ginnie Mae; hedging; and pipeline management. Discover how the securitization model can be combined with MRBs.

DISCUSSION LEADER
DJ Whitaker, Director of Finance and Administration | Wyoming Community Development Authority

PARTICIPANTS
Mike Awadis, Managing Director | Hilltop Securities Inc.
Richard Kubaik, Associate Director | S&P Global Ratings
Joseph Tait, Managing Director | Raymond James

Thursday Jan 17

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Continental Breakfast

Salon III/IV, Ballroom Level

Plenary Session

Taking Stock During the Shutdown

Salon I/II, Ballroom Level
Senior NCSHA staff provide a detailed briefing on recent legislative and regulatory issues impacting affordable homeownership, including down payment assistance, housing finance reform, possible changes to MRBs, and proposals for supporting new production. Learn about new NCSHA initiatives to elevate the HFAs’ role in policy debates and promote HFA programs.

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

PARTICIPANTS
Stephanie Romanoff, Digital Content Associate | National Council of State Housing Agencies
Greg Zagorski
, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Break

Grand Ballroom Foyer, Ballroom Level

Plenary Session

Update on FHA, USDA, Ginnie Mae, and VA

Salon I/II, Ballroom Level
Leading experts discuss the latest regulations, guidance, and new policies at FHA, Ginnie Mae, and USDA. A top homeownership officer from the Department of Veterans’ Affairs shares its latest initiatives.

DISCUSSION LEADER
Cris White, Executive Director and Chief Executive Officer | Colorado Housing and Finance Authority

PARTICIPANTS
John Bell, Assistant Director of Loan Production and Valuation | U.S. Department of Veterans’ Affairs
Meg Burns
, Senior Vice President, Mortgage Policy | Housing Policy Council
Brian Chappelle, Partner | Potomac Partners

Lunch

Salon III/IV, Ballroom Level

Plenary Session

Deep-Dive with Fannie Mae and Freddie Mac

Salon D/E, Ballroom Level
Fannie Mae and Freddie Mac discuss their latest affordable single-family activities. Explore how Fannie Mae and Freddie Mac’s preferred HFA products, Duty-to-Serve initiatives, and other new activities present partnership opportunities for HFAs.

DISCUSSION LEADER
Jon Rogers, Senior Division Manager, Single Family Lending | West Virginia Housing Development Fund

PARTICIPANTS
Simone Beaty, Mortgage Servicing Policy | Freddie Mac
Noelle Melton
, Director of Affordable Housing Initiatives | Fannie Mae
Erin Quinn
, Director, HFA Engagement | Freddie Mac
Jessica Wright, Relationship Manager | Fannie Mae

Latte Station

Capitol Ballroom Foyer, Ballroom Level

Sponsored by:

Fannie Mae

Break

Grand Ballroom Foyer, Ballroom Level

Concurrent Sessions

Regulatory Hot Topics

Salon D/E, Ballroom Level
Hear directly from the Consumer Financial Protection Bureau about its ongoing review of federal mortgage rules and from the Office of the Comptroller of the Currency about how possible changes to Community Reinvestment Act regulations could impact MRBs and affordable lending programs. A leading legal expert discusses how you can comply with the Securities and Exchange Commission’s latest disclosure obligations for municipal bonds.

DISCUSSION LEADER
Howard Tolley, Compliance Manager | Utah Housing Corporation

PARTICIPANTS
Mark McArdle, Assistant Director, Mortgage Markets | Consumer Financial Protection Bureau
John McNally, Partner | Hawkins Delafield & Wood LLP
Barry Wides, Deputy Comptroller for Community Affairs | Office of the Comptroller of the Currency

Servicing Essentials: The Guarantors

Salon F/G, Ballroom Level
The loan servicing staff from Fannie Mae and Freddie Mac brief you on their newest servicing policies and guidelines to help you effectively manage servicing compliance responsibilities.

DISCUSSION LEADER
Christine Antaya, Servicing Director | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

PARTICIPANTS
Jenise Hight, Director of Credit Risk | Fannie Mae
Ryan McGuinness, Director, Mortgage Servicing Policy | Freddie Mac

Break

Grand Ballroom Foyer, Ballroom Level

Concurrent Sessions

Homeownership Financing 201: Current Market Trends and New Innovations

Salon D/E, Ballroom Level
Industry leaders and experts discuss the latest trends in housing bonds and mortgage-backed securities. Learn about new innovations for financing affordable homeownership programs, including how HFAs are using variable rate debt; investor concerns; and the effects of homeownership program design on financing techniques.

DISCUSSION LEADER
Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority

PARTICIPANTS
Samphas Chhea, Senior Vice President | Jefferies LLC
Patricia Ho, Vice President | Caine Mitter & Associates Incorporated
James Stretz, Senior Vice President | George K. Baum & Company

Servicing Essentials: What’s Next for Loan Servicing?

Salon F/G, Ballroom Level
HFA servicing staff and industry experts examine recent and future developments in loan servicing and what they could mean for HFAs and their affordable homeownership programs. Hear from the Urban Institute about the findings and activities of its Mortgage Servicing Collaborative initiative.

DISCUSSION LEADER
Pamela Holmes, Director of Single Family Servicing | Virginia Housing Development Authority

PARTICIPANTS
Karan Kaul, Research Associate, Housing Finance Policy Center | Urban Institute
Susan Semba, Executive Vice President, Homeownership Lending | Idaho Housing and Finance Association
Sarah Singhas, Associate General Counsel | Mortgage Bankers Association

MRBs and Section 8 Happy Hour

Penn Avenue Terrace, Lobby Level

Sponsored by:

Housing Development Software

Friday Jan 18

Continental Breakfast

Salon IV, Ballroom Level

Registration & Information

Capitol Ballroom Foyer, Ballroom Level

Plenary Session

Making Sense of Certain Change

Salon D/E, Ballroom Level
The new year brings with it a new Congress, new leadership at the Federal Housing Finance Agency, and an Administration gearing up for re-election. Representatives from leading trade and advocacy organizations break down what all this could mean for federal housing finance policy and state affordable homeownership lending programs. A top housing economist provides insight into the latest economic, demographic, and policy developments driving the housing market.

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

PARTICIPANTS
Julia GordonExecutive Vice President | National Community Stabilization Trust
Sam Khater
, Vice President and Chief Economist | Freddie Mac
Doug RyanSenior Director of Affordable Homeownership | Prosperity Now
Joe Ventrone, Managing Director, Regulatory and Industry Relations | National Association of REALTORS®

Break

Grand Ballroom Foyer, Ballroom Level

Community Meet-Ups

Open to NCSHA HFA and Associate Members Only

Loan Servicing

Salon II, Ballroom Level
HFA staff engage in an open and candid dialogue about the issues most impacting servicing operations, including property management, federal regulations and audits, loss mitigation, and working with master servicers and sub-servicers.

DISCUSSION LEADER
Amy White, Vice President, Mortgage Servicing | Utah Housing Corporation

Single-Family Program

Salon I, Ballroom Level
HFA staff engage in an open and candid dialogue about the issues most impacting affordable homeownership programs, including down payment assistance, compliance challenges, business development, and new production financing.

DISCUSSION LEADERS
Cynthia Peraza, Director of Single Family Special Programs | Tennessee Housing Development Agency
Lee Ann Smith, Director, Single Family Homeownership | Oklahoma Housing Finance Agency

 

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