MRBs and Other Federal Homeownership Programs
Speakers are being added as they are confirmed. Agenda subject to change.
Wednesday Jan 15
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Community Meet-Ups
OPEN TO NCSHA HFA AND ASSOCIATE MEMBERS ONLY
Loan Servicing
Senate, Lobby Level
Kick off the Institute with a frank discussion on the critical issues affecting HFA servicing operations, including property management, federal regulations and audits, loss mitigation, new business opportunities, and working with master servicers and sub-servicers.
DISCUSSION LEADER:
Christine Antaya, Director of Servicing | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Single-Family Program
Salon IV, Ballroom Level
Kick off the Institute with a frank discussion on the critical issues impacting HFA affordable homeownership programs, including down payment assistance, developments with Fannie Mae and Freddie Mac, and new business opportunities.
DISCUSSION LEADERS:
Coleen Baumert, Director, Homeownership Programs | Pennsylvania Housing Finance Agency
Chip White, Homeownership Programs Administrator | Florida Housing Finance Corporation
Networking Break
Grand Ballroom Foyer, Ballroom Level
Plenary Session
Homeownership Financing 101: Mortgage Revenue Bonds
Salon I/II, Ballroom Level
How can you optimize your use of Mortgage Revenue Bonds (MRBs) and Mortgage Credit Certificates to help your programs succeed? Industry experts cover the ins and outs of MRBs — the HFAs’ traditional means of financing affordable homeownership lending — including eligibility requirements, bond issuance, and structuring deals.
DISCUSSION LEADER:
Brenda McGee, Homeownership Director | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
PARTICIPANTS:
David Greenblatt, Associate Director | S&P Global Ratings
Kathleen Orlandi, Partner | Hawkins Delafield & Wood LLP
Alex Vlamis, Vice President | Morgan Stanley
Thursday Jan 16
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Continental Breakfast
Grand Ballroom Foyer and Salon IV, Ballroom Level
Plenary Session
Straight from the Top: News from Federal Housing Leaders
Salon I/II, Ballroom Level
Senior officials with the Federal Housing Administration (FHA), U.S. Department of Agriculture (USDA), and the Federal Housing Finance Agency (FHFA) share their agencies’ visions for 2020 and beyond. Hear about FHFA’s plans for reforming Fannie Mae and Freddie Mac and the latest on FHA’s efforts to clarify its down payment and other single-family policies.
DISCUSSION LEADER:
Stockton Williams, Executive Director | National Council of State Housing Agencies
PARTICIPANTS:
Roger Glendenning, Deputy Administrator of Single-Family Housing | U.S. Department of Agriculture
Clinton Jones, Senior Advisor for Legal Affairs and Policy | Federal Housing Finance Agency
Julie Shaffer, Acting Deputy Assistant Secretary for Single Family Housing and Director, Philadelphia Homeownership Center | U.S. Department of Housing and Urban Development (Invited)
Networking Break
Grand Ballroom Foyer, Ballroom Level
Plenary Session
The Nuts and Bolts: A Briefing from Federal Housing Partners
Salon I/II, Ballroom Level
Senior program managers from FHA, USDA, Ginnie Mae, and the Veterans Administration take your questions and update you on their agencies’ regulations, guidance, and new policies.
DISCUSSION LEADER:
Sonia Joyner, Director of Home Ownership Programs | North Carolina Housing Finance Agency
PARTICIPANTS:
Mark Connors, Lender Liaison | U.S. Department of Veterans Affairs
Cathy Glover, Acting Deputy Administrator – Single-Family Housing | U.S. Department of Agriculture
Angel Hernandez, Director, MBS Policy and Strategic Planning | Ginnie Mae
Kevin Stevens, Director, Home Mortgage Insurance Division | U.S. Department of Housing and Urban Development
Lunch
Salon IV, Ballroom Level
Concurrent Sessions
Homeownership Financing 102: TBA and MRBs
Salon I/II, Ballroom Level
Explore 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; pipeline management; and how the securitization model can be combined with MRBs.
DISCUSSION LEADER:
Lisa Hensley, Senior Vice President, Single Family Programs | District of Columbia Housing Finance Agency
PARTICIPANTS:
Ansel Caine, Vice President | Caine Mitter & Associates Incorporated
James Stretz, Managing Director | Stifel
Joseph Tait, Managing Director | Raymond James
Florence Zeman, Associate Managing Director | Moody’s Investors Service
Servicing Essentials: A Conversation with Federal Program Partners
Salon F/G, Ballroom Level
Senior staff brief you on new developments with their federal agencies’ servicing policies and respond to your questions related to insurance claims, property management, and loan modifications.
DISCUSSION LEADER:
Heather Johnson, Senior Advisor, Single-Family Loan Servicing | Tennessee Housing Development Agency
PARTICIPANTS:
Matt Martin, Director, Servicing & Loss Mitigation | Federal Housing Administration
Joaquin Tremols, Director, SFH Guaranteed Loan Division, Rural Development | U.S. Department of Agriculture
Andy Trevayne, Assistant Director for Loan and Property Management | U.S. Department of Veterans Affairs
Latte Station
Grand Ballroom Foyer, Ballroom Level
Sponsored by:
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Sessions
The Evolving Regulatory Landscape
Salon I/II, Ballroom Level
Senior officials from the Consumer Financial Protection Bureau discuss their plans to address the “QM Patch.” Then federal banking officials offer an update on their efforts to amend the Community Reinvestment Act regulations and what that could mean for affordable homeownership. Last but not least, learn what steps you need to take to prepare for the expiration of the London Interbank Offered Rate.
DISCUSSION LEADER:
Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority
PARTICIPANTS:
Mark McArdle, Assistant Director, Mortgage Markets | Consumer Financial Protection Bureau
Kevin Murphy, Partner | Hawkins Delafield & Wood LLP
Barry Wides, Deputy Comptroller for Community Affairs | Office of the Comptroller of the Currency
Servicing Essentials: The GSEs and Ginnie Mae
Salon F/G, Ballroom Level
Senior staff from Fannie Mae, Freddie Mac, and Ginnie Mae cover their latest servicing initiatives and what you need to do to keep your programs compliant with their guidelines and quality control criteria, including how to prepare for a Ginnie Mae servicing audit.
DISCUSSION LEADER:
Eric Carter, Default Manager | Virginia Housing Development Authority
PARTICIPANTS:
Ryan McGuinness, Director, Mortgage Servicing Policy | Freddie Mac
Rene Mondonedo, Director, Monitoring and Asset Management | Ginnie Mae
Varma Penmatsa, Vice President for Digital Products, Single Family | Fannie Mae
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Sessions
In Depth with Fannie, Freddie, and the FHLBs
Salon I/II, Ballroom Level
Delve into the details of Fannie Mae and Freddie Mac’s latest initiatives to support affordable homeownership and meet their Duty-to-Serve obligations and discuss how to partner with the Federal Home Loan Banks to finance affordable homeownership.
DISCUSSION LEADER:
Kimberly Stuart, Manager, Homeownership and Home Improvement | Minnesota Housing
PARTICIPANTS:
Joel Adamo, Vice President | Federal Home Loan Bank of Des Moines
Sarah Edelman, Director, Affordable Housing Initiatives | Fannie Mae
Erin Quinn, Director, HFA Engagement | Freddie Mac
Servicing Essentials: Industry Outlook
Salon F/G, Ballroom Level
Experienced servicing industry staff and outside experts offer their insights into the pressing issues impacting mortgage servicing today and in the future.
DISCUSSION LEADER:
Pamela Homes, Director of Loan Servicing | Virginia Housing Development Authority
PARTICIPANTS:
Sharon Robinson, Originations Servicing Oversight Manager | Bayview Loans, LLC.
Donna Schmidt, Managing Director | DLS Servicing Consultants, LLC
Amy White, Vice President, Mortgage Servicing | Utah Housing Corporation
MRBs and Section 8 Networking Reception
Penn Avenue Terrace, Lobby Level
Sponsored by:
Friday Jan 17
Continental Breakfast
Grand Ballroom Foyer and Salon IV, Ballroom Level
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Plenary Session
Washington and Market Updates
Salon I/II, Ballroom Level
A leading housing economist outlines current trends impacting the home-buying market, and an expert panel briefs you on legislative and regulatory issues that will impact homeownership programs.
DISCUSSION LEADER:
Garth Rieman, Director of Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
PARTICIPANTS:
Michael Koessel, Director, Head of Housing Group | Citigroup Global Markets Inc.
Michael Neal, Senior Research Associate | Urban Institute
Harper Wong, Director, Community Lending Solutions | Mortgage Guaranty Insurance Corporation
Networking Break
Grand Ballroom Foyer, Ballroom Level
Plenary Session
Special Briefing: Managing Your Program’s Cybersecurity Risk
Salon I/II, Ballroom Level
How can you, as a program manager, ensure your agency is protecting your borrowers’ sensitive data? How should your agency respond if your data is compromised? Legal and cybersecurity experts walk you through your legal obligations, outline strategies for preventing cyberattacks, and share best practices.
DISCUSSION LEADER:
Lesli Wright, Deputy Executive Director | Wyoming Community Development Authority
PARTICIPANTS:
Zacharia Baldwin, Supervisory Special Agent – Money Laundering, Forfeiture & Bank Fraud Unit | Federal Bureau of Investigation
Todd Kinney, Partner | Kutak Rock LLP
Nicole Moriarty, Partner | Kutak Rock LLP
