Subject to change. All times are Eastern.
Core Function Key
C19: COVID-19
DA: Data & Analytics
FI: Finance
GO: Governance
HR: Human Resources
IT: Information Technology
LE: Legal
MI: Management Innovation
RU: Rural
SE: Social Equity
SN: Special Needs Housing
SH: Sustainable Housing
Saturday Oct 14
Registration and sessions are open only to HFA and Associate members. Lunch is on your own.
Badge Pick-Up & Registration
Community Meet-Up
Information Technology
DISCUSSION LEADER
David Hearn, Chief Technology Officer | Florida Housing Finance Corporation
Community Meet-Ups
Federal Liaisons
DISCUSSION LEADERS
Francesc Marti, Director of Policy, Strategy, and Legislative Affairs | California Housing Finance Agency
Will Parry-Hill, Manager of Government and Industry Relations | North Carolina Housing Finance Agency
Joint: Human Resources and Information Technology
DISCUSSION LEADER
Shawn Hafer, Director of Human Resources | Idaho Housing and Finance Association
Community Meet-Ups
Data and Analytics
DISCUSSION LEADER
John Patterson, Director of Planning, Research, and Evaluation | Minnesota Housing
Human Resources
DISCUSSION LEADER
Shawn Hafer, Director of Human Resources | Idaho Housing and Finance Association
Internal Auditors
DISCUSSION LEADER
Cynthia Fernandes, Director of Internal Audit | MassHousing
Section 8 Contract Administrators
DISCUSSION LEADERS
Laurie Fritz, Director of Contract Administration | Kansas Housing Resources Corporation
Mark Teden, Vice President of Multifamily Programs | MassHousing
Community Meet-Up
Single-Family Program
DISCUSSION LEADERS
Coleen Baumert, Director, Homeownership Programs | Pennsylvania Housing Finance Agency
Jacki Young, Chief Homeownership Officer | Nebraska Investment Finance Authority
Sunday Oct 15
Sessions are open only to HFA and Associate members, unless otherwise noted. Lunch is on your own, unless otherwise noted.
Badge Pick-Up & Registration
NCSHA General Membership and Board of Directors Meeting
Open only to HFA executive directors (or a chair-approved substitute); breakfast available at 8:00 a.m.
Community Meet-Ups
Finance
DISCUSSION LEADERS
Blair Bingham, Finance Administrator | Alabama Housing Finance Authority
Michael Holliday, Director of Finance and Administration | Wyoming Community Development Authority
HOME and Housing Trust Fund
DISCUSSION LEADER
Lori Brockway, Federal Housing Programs Manager | Arkansas Development Finance Authority
Lauren Farley, Senior Program Manager, Development | Rhode Island Housing
Legal
DISCUSSION LEADERS
Jennifer Percy, General Counsel, Director of Legal Affairs and Compliance | North Carolina Housing Finance Agency
Jack Stucker, General Counsel | Delaware State Housing Authority
Community Meet-Ups
Human Resources (Continued)
DISCUSSION LEADER
Jennifer LeBoeuf, Director of Administration | California Housing Finance Agency
Information Technology (Continued)
DISCUSSION LEADERS
Tim Carroll, Chief Information Officer | North Carolina Housing Finance Agency
Carl Rotella, Director of Information Technology | Rhode Island Housing
Marketing and Communications
DISCUSSION LEADER
Madison Fisler Lewis, Manager of Public Relations, Marketing and Internal Communications | North Carolina Housing Finance Agency
Jason Lantz, Director of Marketing and Communications | Idaho Housing and Finance Association
Executive Directors Forum
Open only to HFA executive directors (or a chair-approved substitute)
Community Meet-Ups
Single-Family Servicing
DISCUSSION LEADERS
Anthony Box, Servicing Administrator | Alabama Housing Finance Authority
Charles Nutter, Director of Mortgage Servicing | Wyoming Community Development Authority
Special Needs Housing
DISCUSSION LEADER
Daniel Delfino, Director, Planning and Program Development | Alaska Housing Finance Corporation
Dele Oyemaja, Lead Outreach and Engagement Strategist | Oregon Housing and Community Services
Community Meet-Up
Multifamily
DISCUSSION LEADERS
JD Bondurant, Managing Director of Rental Housing | Virginia Housing
Christine Moran, Managing Director, Multifamily Financing | Illinois Housing Development Authority
Executive Directors Luncheon
Open only to HFA executive directors (or a chair-approved substitute)
NCSHB Annual Business Meeting and HFA Board Member Forum
Open only to HFA board members and executive directors (or a chair-approved substitute); lunch available at 11:45 a.m.
Affordable Housing Tour with MassHousing
MassHousing invites conference attendees to sign up for one of two 90-minute walking tours of Bartlett Station: Once an eight-acre bus yard in Roxbury’s historic Fort Hill neighborhood, the site is being transformed into an innovative urban mixed-income and mixed-use community. Each group will travel roundtrip via chartered bus between the Sheraton Boston and Bartlett Station and then walk the multi-phased site with stops at a completed rental development, commercial spaces, and a development in active construction.
Preregistration is required for these complimentary tours, offered from 1:00 – 2:30 pm and 2:30 – 4:00 pm. Ten minutes before your tour is scheduled to depart, please meet MassHousing staff at the Sheraton Boston lobby entrance.
Thank you to cfX Incorporated for co-sponsoring the tours.
Principles of Governance and Ethics for HFA Board Members
Open only to HFA board members and executive directors (or a chair-approved substitute)
SPEAKER
John Wagner, Partner | Kutak Rock
Community Meet-Ups
Energy Efficiency and Resilience in Housing
Open to HFA and Associate members only, this recently-formed NCSHA community group serves as a forum to communicate about new and existing energy efficiency and resiliency efforts and programs, including those authorized by the Inflation Reduction Act. To suggest a discussion topic for this meet-up, email NCSHA’s Robert Henson. To be added as a member to the online community group, contact community@ncsha.org.
DISCUSSION LEADERS
Jessica Boling, Assistant Deputy Executive Director | Wisconsin Housing and Economic Development Authority
Equity
Open to HFA and Associate members only, the newly-formed NCSHA Equity Community Group is a forum for staff responsible for advancing their agency’s equity goals, plans, and programs — from creating equitable housing opportunity in the state to creating a diverse and inclusive workplace. Discussions cross departments, including and not limited to programs, operations, human resources, communications, and business development. To be added as a member to the online community group, contact community@ncsha.org.
DISCUSSION LEADERS
Monique Gibbs, Equitable Business Development Program Manager | MassHousing
Tiffany Davis, Special Advisor on Diversity, Equity, and Inclusion | Illinois Housing Development Authority
Brittany Rice, Director of Equity and Inclusion | Minnesota Housing
Homeownership Task Force Meeting
Open only to HFA executive directors plus one staff person or one designated substitute
Showplace Grand Opening
Open to all registered NCSHA members
NCSHA welcomes sponsors and exhibitors! Learn more and contact exhibits@ncsha.org to reserve your package!
Zeffert's Java Joint Open in the Showplace
Sponsored by:
Affordable Housing Tour with MassHousing
MassHousing invites conference attendees to sign up for one of two 90-minute walking tours of Bartlett Station: Once an eight-acre bus yard in Roxbury’s historic Fort Hill neighborhood, the site is being transformed into an innovative urban mixed-income and mixed-use community. Each group will travel roundtrip via chartered bus between the Sheraton Boston and Bartlett Station and then walk the multi-phased site with stops at a completed rental development, commercial spaces, and a development in active construction.
Preregistration is required for these complimentary tours, offered from 1:00 – 2:30 pm and 2:30 – 4:00 pm. Ten minutes before your tour is scheduled to depart, please meet MassHousing staff at the Sheraton Boston lobby entrance.
Thank you to cfX Incorporated for co-sponsoring the tours.
Disaster Planning and Recovery Focus Group Meeting
Open only to HFA executive directors plus one staff person or one designated substitute
HAF Administrators' Roundtable with Treasury
DISCUSSION LEADERS
Patrick Orr, Policy Advisor | U.S. Department of the Treasury
Rosemarie Sabatino, Senior Homeownership Policy Specialist | National Council of State Housing Agencies
Greg Zagorski, Senior Homeownership Policy Specialist | National Council of State Housing Agencies
Ice Cream Social in the Showplace
Open to all registered NCSHA members
Email sponsors@ncsha.org to host this event!
Rural Housing Focus Group Meeting
Open only to HFA executive directors plus one staff person or one designated substitute
NCSHA Leadership Circle Reception
Open only to HFA executive directors (or a chair-approved substitute) and board members and, by invitation only, to Leadership Circle members and top-tier conference sponsors.
To become a Leadership Circle member, contact membership@ncsha.org.
The Board Chair's Reception
Fairmont Copley Plaza | 138 St. James Avenue
Celebrate the conference’s launch at one of Boston’s most famous landmark hotels where you’ll enjoy live music, cocktails, and hors d’oeuvres with old and new friends in the Grand Ballroom. First opened in 1912, the Fairmont Copley Plaza is recognized as one of the Historic Hotels of America, a program of the National Trust for Historic Preservation.
Open to all registered NCSHA members. Cocktail or business casual attire appropriate.
Monday Oct 16
Sessions open to all registered NCSHA members
Badge Pick-Up & Registration
Showplace Open
Coffee available 7:30 a.m. – 8:15 a.m.
NCSHA welcomes sponsors and exhibitors! Learn more and contact exhibits@ncsha.org to reserve your package.
Zeffert's Java Joint Open in the Showplace
Sponsored by:
Opening Plenary Featuring Presentation of the 2023 Awards for Program Excellence
Seated breakfast served 8:00 a.m. – 9:00 a.m.
Dr. Megan Sandel’s Presentation
PRESENTERS
Edward M. Augustus Jr., Secretary of Housing and Livable Communities | Commonwealth of Massachusetts
Chrystal Kornegay, Executive Director | MassHousing
Ralph M. Perrey, Executive Director | Tennessee Housing Development Agency and Board Chair | National Council of State Housing Agencies
Stockton Williams, Executive Director | National Council of State Housing Agencies
KEYNOTE SPEAKERS
Dr. Megan Sandel, Founder | Boston Medical Center’s Affordable Housing Initiative
MASTERS OF CEREMONY
Blanca Fernández González, Executive Director | Puerto Rico Housing Finance Authority
Elmer Moore Jr., Chief Executive Officer and Executive Director | Wisconsin Housing and Economic Development Authority
Networking Break in the Showplace
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Best of HFAs: Homeownership Programs (GO, HO)
State HFAs continue to be innovators in affordable homeownership programs. During this session, four HFAs present their programs to create homeownership opportunities for distressed neighborhoods, underserved borrowers including first-generation buyers, and communities recovering from natural disasters.
DISCUSSION LEADER
Ro Arrington, Director of Homeownership and Public Finance | Arkansas Development Finance Authority
SPEAKERS
Mounzer Aylouche, Vice President of Homeownership Programs | MassHousing
Eduardo Bonar Blanco, Advisor | Puerto Rico Housing Finance Authority
Chris Flannery, Chief Financial Officer | Vermont Housing Finance Agency
Brien O’Toole, Chief of Housing Production | Maryland Department of Housing and Community Development
Best Practices in Succession Planning (GO, HR, LE, MI)
A solid succession plan develops the knowledge, skills, and abilities of key staff members and prepares them to assume the responsibilities of leadership and execute a smooth, seamless leadership transition. Learn how to design a process to identify, retain, reward, and prepare emerging leaders in your organization to assume critical positions in the future.
TRAINER
Tracy McMillan, Chief Executive Officer and Managing Partner | BroadView Talent Partners
Detecting Signals Amidst the Financial Market Noise (DA, FI, GO, LE)
Get an in-depth briefing on the current financial market from top experts, including potential developments with interest rates, regulatory changes, and economic growth and what they mean for affordable housing finance. Discuss what to expect and how to prepare for the future.
DISCUSSION LEADER
Thomas Bryan, Chief Financial Officer | Colorado Housing and Finance Authority
SPEAKERS
Nicholas Fluehr, Managing Director | Wells Fargo Securities
Mitchell Gallo, Director | RBC Capital Markets
Kathy Li, Director, National Housing Group | Raymond James
Elizabeth Vernon, Vice President, Capital Markets | Lakeview Loan Servicing, LLC
Does Your Business Strategy Include AI? (DA, GO, IT, LE, MI)
Discover how artificial intelligence (AI) can give an organization a competitive advantage, transform customer experiences, and optimize workflows. Pick up actionable strategies for considering and incorporating AI into your operations.
DISCUSSION LEADER
Bob Peterson, Deputy Director | Washington State Housing Finance Commission
SPEAKERS
Kanan Ajmera, Chief Executive Officer, Founder | Builders Patch Inc.
Michael Akinwumi, Chief Tech Equity Officer | National Fair Housing Alliance
Subba Ayyagari, Chief Technology Officer, Servicing | ICE Mortgage Technology
Tonya Coon, Director of Homeownership | Michigan State Housing Development Authority
Elevating the Conversation: What Is Affordable Housing? (CO, GO, SE)
The affordable housing crisis has the nation’s attention. Now, how do we effectively communicate what affordable housing is, who needs it, and why it’s good for all of us? Get insight and advice from an expert on industry communications.
SPEAKER
Moira O’Neil, Senior Vice President of Research Interpretation | FrameWorks Institute
Multifamily Compliance Hot Topics (FI, LE, RE)
Learn how the Housing Opportunity Through Modernization Act (HOTMA), Violence Against Women Act (VAWA), and HUD’s new National Standard for the Physical Inspection of Real Estate (NSPIRE) will impact monitoring and compliance of multifamily, Housing Credit, and HUD-assisted properties.
DISCUSSION LEADER
Joe Prichard, Managing Director, Multifamily Asset Compliance | Kentucky Housing Corporation
SPEAKERS
Lisa Furbush, Manager, Yardi RightSource | Yardi
Jeffrey Promnitz, Chief Executive Officer | Zeffert & Associates, Inc.
Jennifer Robinson, Vice President, Tax Credit Programs | National Center for Housing Management
Using HOME-ARP for Supportive Services (FI, RE, SN)
How are HFAs using HOME-ARP program funding to finance housing with supportive services? Explore qualifying populations, how to navigate preferences and prioritization, and best practices for coordination with service providers and health agencies.
DISCUSSION LEADER
Julie Flynn, Community Housing Program Manager | Montana Housing
SPEAKERS
John Broderick, Vice President of Strategic Initiatives | US Housing Consultants
Catherine Distelrath, Director | CSH
Jennifer Henderson, Director, Planning and Housing Development | North Dakota Housing Finance Agency
Networking Lunch
Seated lunch served 11:45 a.m. – 12:30 p.m.
Email sponsors@ncsha.org to host this event!
Photo-Op for 2023 Award Recipients
Coffee and Dessert in the Showplace
Overview of Key HFA Financial Terms and Concepts
Open only to HFA board members and executive directors (or a chair-approved substitute)
SPEAKERS
Benjamin Madorsky, President | cfX Incorporated
Aulii Limtiaco, Director, U.S. Public Finance Housing | S&P Global
CONCURRENT SESSIONS
Considerations in Data Warehouse Architecture (DA, IT, MI)
Discover the essential components of a robust data warehouse architecture and how to manage integration with internal dashboards and customer-facing websites. In the process, learn how to enhance transparency and embrace data-driven decision-making.
DISCUSSION LEADER
Liana Webb, Chief Information Officer | Oregon Housing and Community Services
SPEAKERS
Brian DeChambeau, Manager of Research and Evaluation | Rhode Island Housing
Tyler McLaughlin, Data and AI Specialist | Microsoft
Effective Outreach to Rural and Underserved Communities (CO, GO, HO, RE, RU, SE)
A range of hurdles — from internet connectivity, to language, to trust, and other factors — make outreach to rural and underserved communities difficult. Explore creative approaches HFAs and their partners are employing to connect these communities with housing and development resources.
SPEAKERS
Stacy Barnes, Director, Governmental Relations and Public Affairs | Alaska Housing Finance Corporation
Eric Gedstad, Director of Marketing | MassHousing
Whitney Humphrey, Communications Administrator | West Virginia Housing Development Fund
Jenny Layton, Chief Operating Officer | Mississippi Home Corporation
Getting the Most Out of Your Limited Bond Cap (FI, GO, LE)
The need for affordable housing bond financing keeps growing, but the supply of available cap can’t meet that demand. Learn how states have maximized their scarce bond resources through bond recycling, refinancings, taxable bonds, and new partnerships.
DISCUSSION LEADER
Cindy Harris, Chief Financial Officer | Iowa Finance Authority
SPEAKERS
Patricia Ho, Vice President | Caine Mitter & Associates Incorporated
Kevin Murphy, Partner | Hawkins Delafield & Wood LLP
Bill Veronda, Director | BofA Securities
Alex Vlamis, Vice President | Morgan Stanley
Housing for Survivors of Domestic Violence, Sexual Assault, and Human Trafficking (LE, RE, SE, SN)
Survivors of domestic violence, sexual assault, and human trafficking are among the most vulnerable groups in society, and secure and affordable housing is a prerequisite for their safety. Learn more about serving these unique populations from HFAs, advocates, and practitioners.
DISCUSSION LEADER
Ignatius Maclellan, Managing Director, Multifamily Housing | New Hampshire Housing Finance Authority
SPEAKERS
Rachel Duffy, Housing and Economic Justice Manager | New Hampshire Coalition Against Domestic and Sexual Violence
Madison Smith, Planner I | Alaska Housing Finance Corporation
Kate Walz, Associate Director of Litigation | National Housing Law Project
The Housing Market: Where We Are Now and What to Expect in 2024 (DA, FI, GO, HO)
Housing industry experts offer their insights on current lending and product trends and the market forecasts for 2024.
DISCUSSION LEADER
Brent Adney, Director of Homeownership Programs | South Dakota Housing Development Authority
SPEAKERS
Jaya Dey, Principal Economist | Freddie Mac
Teresa Galicia, Associate Director, Community Development and Social Lending | Fitch Ratings
Chris Herbert, Managing Director | Harvard Joint Center for Housing Studies
Overcoming Development and Construction Challenges (FI, GO, LE, RE)
Explore creative solutions to supply chain disruptions and volatile material pricing, strategies to offset NIMBY challenges and rising insurance rates, opportunities to minimize schedule delays, new sources of gap financing, and tactical approaches to cost reasonableness in the current development and construction environment.
DISCUSSION LEADER
Catherine Racer, Director | Commonwealth of Massachusetts Executive Office of Housing and Livable Communities
SPEAKERS
Stephanie Griffin, Director of Housing Development | Delaware State Housing Authority
Megan Roush, Director of Development | Vermont Housing Finance Agency
Tom Tomaszewski, President | The Annex Group
Washington Report (CO, GO, LE)
Get the scoop from Washington insiders on what to expect in the closing months of this congressional session — including the outlook for housing tax legislation, fiscal year 2024 spending, and regulatory action — and discuss what more can be done to advance affordable housing priorities this year.
DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies
SPEAKERS
Elisabeth Coats, Homeownership Alliance Director | National Community Stabilization Trust
Peter Lawrence, Director, Public Policy & Government Relations | Novogradac & Company LLP
Ayrianne Parks, Senior Director, Policy Advocacy | Enterprise Community Partners, Inc.
Buzz Roberts, President and Chief Executive Officer | National Association of Affordable Housing Lenders
Networking Break in the Showplace
Email sponsors@ncsha.org to host this break!
Benchmarking HFAs
Open only to HFA board members and executive directors (or a chair-approved substitute)
SPEAKERS
Ferdinand Perrault, Vice President and Senior Credit Officer | Moody’s Investors Service
Kasia Reed, Director, Community Development & Social Lending | Fitch Ratings
CONCURRENT SESSIONS
Best Practices in Tech Contract and Vendor Management (IT, LE, MI)
Explore key strategies and best practices for managing tech contracts and vendor relationships to optimize your agency’s technology investments, including contract negotiation, change management, and risk mitigation.
DISCUSSION LEADER
Teresa Moore, Director of Human Resources, Procurement and Communications | South Carolina State Housing Finance and Development Authority
SPEAKERS
Delbert Collins, Director of Information Technology | South Carolina State Housing Finance and Development Authority
Ryan Portwood, Partner | Kutak Rock LLP
Lessons from Pandemic Homeownership Relief Programs (C19, FI, GO, HO, LE)
Government officials and program administrators discuss the impact and implications for the future of the extraordinary federal government and servicing industry efforts to provide relief to Covid-impacted homeowners.
DISCUSSION LEADER
Rachel Hollinberger, Lender Relations Manager | Missouri Housing Development Commission
SPEAKERS
Sarah Edelman, Deputy Assistant Secretary for Single Family Housing | U.S. Department of Housing and Urban Development
Mark McArdle, Assistant Director, Mortgage Markets | Consumer Financial Protection Bureau
Patrick Orr, Policy Advisor | U.S. Department of the Treasury
Marilyn Stanley, Single Family Program Manager | Kansas Housing Resources Corporation
Harnessing Predictive Data to Promote Homeownership (CO, DA, GO, HO, IT)
During this case study, learn how the Iowa Finance Authority is successfully using predictive data to connect potential buyers with its homeownership programs and lending partners.
SPEAKERS
Ashley Jared, Communications Director | Iowa Finance Authority
Ehrich Pakala, Founder | Emigrait, Inc.
Housing for Formerly Incarcerated Individuals (LE, RE, SE, SN)
Housing recently incarcerated individuals who are reentering society presents unique challenges and opportunities. Find out how HFAs are working with this population to achieve successful outcomes and prevent recidivism.
SPEAKERS
John Bae, Initiative Director | Vera Institute of Justice
Lanakay Lipp, Senior Portfolio Analyst Lead | Washington State Housing Finance Commission
Heather Spray, Development Officer, Multifamily Finance | Illinois Housing Development Authority
Proactive Preservation Strategies (FI, GO, LE, RE)
Evaluate solutions to preservation challenges as affordability restrictions expire and multifamily developments in the Housing Credit, HUD, and USDA portfolios face other threats. Discuss financial recapitalization tools as well as the significant legal and financial structuring factors involved in preserving at-risk properties.
DISCUSSION LEADER
Rebecca Frawley Wachtel, Director, LIHTC and HOME Programs | Commonwealth of Massachusetts Executive Office of Housing and Livable Communities
SPEAKERS
Jesse Elton, Vice President of Finance | The Community Builders, Inc.
Priya Jayachandran, Chief Executive Officer | National Housing Trust
Dara Kovel, Chief Executive Officer | Beacon Communities LLC
Shaping an Inclusive Workplace: Insights from HFAs (GO, HR, LE, MI, SE)
State HFAs present their innovative approaches on Diversity, Equity and Inclusion. Hear from states who have hired a consultant to assess their practices and offer strategic advice; introduced a Bright IDEA that reflects their commitment to DEI and advance their overall mission; and launched an internship program to bring underrepresented groups into the affordable housing industry.
SPEAKERS
Maura Collins, Executive Director | Vermont Housing Finance Agency
Jon Davidson, Deputy Executive Director, Business Services | Kentucky Housing Corporation
Adrienne Whitaker, Director of Diversity, Equity, and Inclusion | Virginia Housing
SPCPs and Other Homeownership Equity Programs (FI, GO, HO, LE, SE)
HFAs are developing innovative ways to help home buyers of color achieve affordable homeownership and create wealth. Learn how the Federal Home Loan Bank of Boston is working with its members to reverse the effects of discrimination.
DISCUSSION LEADER
Scott Shaw, Assistant Director of Homeownership Lending | Oregon Housing and Community Services
SPEAKERS
Lisa DeBrock, Homeownership Director | Washington State Housing Finance Commission
Brenda Hayden, Assistant Director, Homeownership | Rhode Island Housing
Tamela Thurman, Director, Equitable Housing | Freddie Mac
Kenneth Willis, Senior Vice President – Director of Housing and Community Investment | Federal Home Loan Bank of Boston
What’s Next in Single-Family Finance? (DA, FI, GO, HO)
How can you best shape your homeownership programs to help working families in this high–interest rate, limited–supply environment? Explore approaches for relaunching or expanding Mortgage Revenue Bond (MRB) programs, utilizing non-MRB sources, and managing prepayment risk.
DISCUSSION LEADER
Rachel Madden, Chief Financial and Administrative Officer | MassHousing
SPEAKERS
Robert Foggio, Senior Vice President | Jefferies LLC
David Jones, Chief Financial Officer | CSG Advisors Incorporated
Charles Karimbakas, Managing Director | cFX Incorporated
Ishdeep Singh, Senior Managing Director, Co-Head of HFA TBA | Hilltop Securities Inc.
Networking Break in the Showplace
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Best of HFAs: Human Resources (CO, GO, HR, MI)
HFAs present on creative HR initiatives including a benefits strategy contributing to workplace inclusivity, a forward-thinking overhaul of performance reviews, and employee recognition and communications tactics cultivating a positive work environment.
SPEAKERS
Susan Delgado, Director, Human Resources | Pennsylvania Housing Finance Agency
Heather Hart, Vice President of Human Resources | District of Columbia Housing Finance Agency
Callie Quinlan, Administrative Officer | Wyoming Community Development Authority
Rachel Shaw, Director of Human Resources and Risk Management | Wyoming Community Development Authority
Best Practices in Event Planning (CO, IT)
They didn’t teach you how to plan a housing conference or a groundbreaking in college? No problem! Hear how HFAs are navigating higher costs, tighter sponsorship dollars, and ongoing staffing shortages to create valuable attendee experiences. Bring your own tips and tricks to share!
DISCUSSION LEADER
Yolanda McCutchen, Vice President of Public Relations | District of Columbia Housing Finance Agency
SPEAKERS
Kyla Goldsmith-Ray, Director of Communications | Virginia Housing
Jarvis Lewis, Director of Governmental Affairs | Louisiana Housing Corporation
Molly Tate, Managing Director, Communications and Marketing | Kentucky Housing Corporation
Cybersecurity Tabletop Exercise (CO, HR, IT, MI)
Session Presentation
CISA Tabletop Exercise Packages
KnowBe4’s Ransomware Hostage Rescue Check List
NIST.SP_.800-61r2-Computer Security Incident Handling Guide
Not a Good Example Cybersecurity-Incident-Report
Engage in a condensed and immersive tabletop exercise where participants tackle a simulated cyber crisis scenario, testing their cybersecurity expertise and problem-solving abilities. Gain valuable insights into identifying, mitigating, and responding to cyber threats while strengthening cyber resilience.
DISCUSSION LEADER
Delbert Collins, Director of Information Technology | South Carolina State Housing Finance and Development Authority
SPEAKERS
Nathaniel Borrero, Information Security Manager | Rhode Island Housing
Paul Cackler, Chief Information Officer | New York City Housing Development Corporation
Emergency Rental Assistance: Lessons Learned and Closing Out (C19, FI, LE, RE)
As the Covid-19 Emergency Rental Assistance (ERA) program winds down in many states, we review what grantees learned about standing up an emergency program in the midst of a public health crisis, share best practices in program close-out and data retention, and learn how states are using remaining ERA2 funds for affordable housing production and eviction prevention activities.
DISCUSSION LEADER
Kelly Rose, Chief Housing Solutions Officer | Michigan State Housing Development Authority
SPEAKERS
Vanessa Megaw, Outreach Director, Emergency Housing Team | U.S. Department of the Treasury
Elena Miranda, Vice President of Business Development | HDS Companies
Amy Mullen, Program Director | Commonwealth of Massachusetts Executive Office of Housing and Livable Communities
Mariana Salazar, Texas Rent Relief Director | Texas Department of Housing and Community Affairs
HFA1 and Expanding Lender Relationships (GO, HO, SE)
The HFA1 Affordable Homeownership Lender Toolkit was created by HFAs, working with NCSHA, to make it easier for regional and national lenders to offer their products in multiple states. Participating states discuss how this initiative has helped them expand and deepen their lender partnerships.
DISCUSSION LEADER
Susan Semba, Executive Vice President Homeownership Lending | Idaho Housing and Finance Association
SPEAKERS
Amber Lockwood, Assistant Director, Homeownership Programs | Illinois Housing Development Authority
Jeff Payne, Chief Lending Officer | New Mexico Mortgage Finance Authority
Deon Spilker, Vice President, Mortgage Banking | Utah Housing Corporation
Harper Wong, Senior Account Manager | Mortgage Guaranty Insurance Corporation
The Intersection of Health Care and Housing (FI, GO, RE, SN, SE)
In this industry, we often say, “Housing is healthcare.” But what does this mean in practice? HFAs, advocates, and practitioners discuss what’s involved in the successful coordination of housing and healthcare services.
DISCUSSION LEADER
Claudia O’Grady, Vice President, Multifamily Finance & Development | Utah Housing Corporation
SPEAKERS
Kevin Martone, Executive Director | Technical Assistance Collaborative, Inc.
Evita Marnell, Health and Housing Program Coordinator | Oregon Housing and Community Services
Stephanie Sullivan, Chief Executive Officer | Boston Health Care for the Homeless Program
Managing Rising Multifamily Operating Costs (FI, GO, RE)
Explore the impact of recent operating cost increases on multifamily project budgets and asset management, including trends in multifamily insurance premiums, utility rates, labor costs, real estate taxes, and other operating expenses. Discuss appropriate project reserve levels and what operating cost increases suggest for future project underwriting.
DISCUSSION LEADER
Darrell Beavers, Housing Development Director | Oklahoma Housing Finance Agency
SPEAKERS
Althea Arnold, Senior Vice President, Policy | Stewards of Affordable Housing for the Future
Allen Feliz, Vice President, U.S. Affordable Housing | MRI Software/TCAM
Marian Zucker, Senior Director, Sector Lead, USPF Housing | S&P Global Ratings
Multifamily Financing Roundtable (FI, RE)
In this roundtable session, discuss with your peers how to structure multifamily deals to maximize their impact, new funding sources and loan options, and recent bond transactions.
DISCUSSION LEADER
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission
SPEAKERS
Damian Busch, Director | Barclays
Justin Cooper, Partner | Orrick, Herrington & Sutcliffe LLP
Ellen Duffy, Executive Vice President for Capital Markets and Investments | New York City Housing Development Corporation
Omar Ouzidane, Vice President-Senior Analyst | Moody’s Investors Service
Showplace Happy Hour
Email sponsors@ncsha.org to host this event!
Tuesday Oct 17
Sessions open to all registered NCSHA members
Badge Pick-Up & Registration
Tuesday Plenary Breakfast
Seated breakfast served 7:45 a.m. – 8:45 a.m.
PRESENTERS
Sarah Bartley, Vice President, Safe & Stable Housing | United Way of Massachusetts Bay representing the Massachusetts Migrant Families Relief Fund
Jeffrey Promnitz, CEO | Zeffert & Associates
Stockton Williams, Executive Director | National Council of State Housing Agencies
KEYNOTE SPEAKER
Dimitra Dimitrakopoulou, PhD, Head of Translational Research | MIT Center for Constructive Communication
-
Cortico newsletter (October 2023)
-
NYC Public Health Corps
(NYC Department of Health & Mental Hygiene)
Sponsored by:
Networking Break
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Accessibility in Communications (CO, HR, IT, LE, SE)
Where is your organization in its journey to create inclusive digital experiences for stakeholders? Learn best practices to help you design accessible websites and products, discuss regulations and compliance, and benchmark your progress.
DISCUSSION LEADER
Amy Nehl, Director of Public Affairs | Oregon Housing and Community Services
SPEAKERS
Nichole Bui, Vice President | AEM Corporation
Chelsea Bunch, Director of Equity, Diversity & Inclusion | Oregon Housing and Community Services
Devon Hirth, Staff User Experience Designer, Safety Net Innovation Lab | Code for America
Marcelo Paiva, Inclusive Designer, Accessibility Specialist | AEM Corporation
Best of HFAs: Information Technology (IT, MI)
In a round-robin session, HFAs share lessons learned from technology innovations, including automating special claims, streamlining processes to prevent fraud, centralizing application portal systems, connecting Housing Choice Voucher landlords and clients, and optimizing telework coordination.
DISCUSSION LEADER
Mark Whitaker, Information Technology Director | Michigan State Housing Development Authority
SPEAKERS
Radica Ghooray, Director of Information Technology | New Jersey Housing and Mortgage Finance Agency
Holley Mangham, Communications Manager | Oklahoma Housing Finance Agency
Jack Stucker, General Counsel | Delaware State Housing Authority
Jennifer Willette, Business Systems Analyst | Minnesota Housing
Enhancing Affordable Housing’s Energy Efficiency and Resiliency (FI, GO, LE, RE, SH)
Explore climate-change threats, energy-efficiency and resiliency strategies, and green retrofit opportunities in the affordable housing portfolio. Learn about opportunities to leverage HFA affordable housing program funding with energy funding and tax incentives in the Inflation Reduction Act.
DISCUSSION LEADER
Libby Rohlfing, Chief Strategy Officer | New York City Housing Development Corporation
SPEAKERS
Josh Cohen, President of Development | Beacon Communities LLC
Adam Travis, Associate | Abt Associates Inc.
Leah Whiteside, Director of Acquisitions & Preservation | The Community Builders, Inc.
Fair Housing Forum (GO, LE, RE, SE, SN)
Delve into strategies HFAs can employ to eliminate housing discrimination, promote economic opportunity and disability-forward housing, and achieve diverse, inclusive communities by adopting strategic policies in program administration. Hear the latest on HUD’s efforts to implement Affirmatively Furthering Fair Housing regulations, criminal background screening guidance, and other fair housing issues.
DISCUSSION LEADER
Elmer Moore, Jr, Chief Executive Officer | Wisconsin Housing and Economic Development Authority
SPEAKERS
Jacy Gaige, Director, Compliance and Disability Rights Division, Office of Fair Housing and Equal Opportunity | U.S. Department of Housing and Urban Development
Tom Hospod, Housing Development Manager | The Kelsey
Philip Tegeler, President/Executive Director | Poverty & Race Research Action Council (PRRAC)
Financing Options for Serving Underserved Populations (FI, RU, SE)
HFAs share their latest initiatives designed to meet the diverse housing needs of their states, including financing homes in rural towns and counties, in manufactured housing communities, and for moderate-income families, with a focus on how they have engaged and supported developers from underserved communities.
DISCUSSION LEADER
David Sargent, Managing Director, Finance/Chief Financial Officer | New Hampshire Housing Finance Authority
SPEAKERS
Robyne Chaconas, Deputy Director, CDA Programs, Community Development Administration | Maryland Department of Housing and Community Development
Annie Reierson, Housing Programs Policy Specialist | Minnesota Housing
Jeanette Spurgin, Deputy Director | Kansas Housing Resources Corporation
Caty Waterman, Deputy Director, Multifamily Administration and Initiatives | Maryland Department of Housing and Community Development
HFA Advocacy in Action (CO, C19, GO, HO, RE)
HFAs are leading the way — at both the state and federal levels — in support of advancing affordable housing priorities, helping marginalized communities, and bringing new resources to the table. Hear about recent successes and strategies and how HFAs are leveraging relationships with policy makers to get the job done.
DISCUSSION LEADER
Amy Rainone, Director, Government Relations and Policy | Rhode Island Housing
SPEAKERS
Nancy McDonald, Director of Government Affairs | MassHousing
Jonathan Sternesky, Director of Policy and Legislative Affairs | New Jersey Housing and Mortgage Finance Agency
Quanisha Tabron, Government Liason | North Carolina Housing Finance Agency
Steve Walker, Executive Director | Washington State Housing Finance Commission
Preservation of Housing for People with Special Needs (FI, RE, SE, SN)
Learn about the tools available to help preserve affordable housing for vulnerable populations —a priority for HFAs and other advocates.
SPEAKERS
Althea Arnold, Senior Vice President, Policy | Stewards of Affordable Housing for the Future
Deirdre Bolden, Director, Southeast CSH
Ayana Gonzalez, Senior Consultant Technical Assistance Collaborative, Inc.
Programs and Trends in New Construction (DA, FI, GO, HO, LE)
To address the critical needs in their states, HFAs are forging new partnerships and testing new technologies to expand the affordable housing supply. Hear from some of these HFAs and explore how their approaches might be applied in your work.
DISCUSSION LEADER
Brandon Dettlaff, Homeownership Division Director | North Dakota Housing Finance Agency
SPEAKERS
Tal Anderson, Manager, Community Initiatives | Minnesota Housing
Monique Johnson, Managing Director of Community Outreach | Virginia Housing
Sharyl Silva, Housing Finance Officer/ADU Grant Program Manager | California Housing Finance Agency
Mark Wiesendanger, Director of Development | MaineHousing
Break
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Best of HFAs: Internal Operations (CO, GO, HO, HR, IT, MI, SE)
Hear HFAs’ fresh approaches to internal operations: a strategic plan prioritizing opportunity throughout the agency, an initiative to digitize files cost effectively, and a welcoming take on employment engagement as staff return to the office.
SPEAKERS
Robin G. Harris, Chief People Officer | Wisconsin Housing and Economic Development Authority
Jamie Johnson, Senior Director of Operations | MaineHousing
Marcus Smith, Director of Research, Marketing, and Outreach | Connecticut Housing Finance Authority
Financing Housing for Native Americans (FI, GO, HO, LE, RE, RU, SE)
Explore successful strategies for developing, financing, and structuring affordable housing on Native American lands. Discuss the impact of area median income trends on the feasibility of new developments and the preservation of existing deals, as well as new single-family and multifamily financing opportunities and underwriting strategies for mortgages and developments in these markets.
DISCUSSION LEADER
Cheryl Cohen, Executive Director | Montana Housing
SPEAKERS
Benjamin Navarro, Advisor, Affordable Housing Strategies for Rural and Native American Markets | Fannie Mae
Jeff Payne, Chief Lending Officer | New Mexico Mortgage Finance Authority
Ethan Stoops, Energy Information Manager | Alaska Housing Finance Corporation
How Tech Is Changing the Mortgage Industry (DA, GO, HO, IT, LE)
Continued technology innovation in the mortgage industry has opened up new opportunities and created new challenges for mortgage lenders. Hear how these innovations are enabling HFAs to reach home buyers more effectively and facilitate lender communications.
DISCUSSION LEADER
Rhonda Ronnow, Director of Single-Family Operations | Tennessee Housing Development Agency
SPEAKERS
Greg Blake, Chief Information Officer and Vice President of Administration | Idaho Housing and Finance Association
Eric Prue, First Vice President, Residential Lending Innovation | Leader Bank, N.A.
Brooke Smith, Senior Manager, Loan Sourcing Digital Solutions | Fannie Mae
How Will AI Shape Housing Communications? (CO, DA, GO, IT, MI, SE)
How might the use of artificial intelligence impact housing communications and marketing? A lecturer in Boston University’s College of Communications joins our discussion around issues of trust, authenticity, intellectual property ownership, copyright, and the communications profession itself.
DISCUSSION LEADER
Scott Thistle, Communications Director | MaineHousing
SPEAKER
Todd Van Hoosear, Senior Lecturer, Public Relations, College of Communications | Boston University
Making Housing Vouchers More Effective (GO, LE, RE, SE)
How can we better help households with Housing Choice vouchers find places to live and become more self-sufficient and economically mobile? In this session, explore how mobility mentoring can help affordable housing residents increase their incomes, pursue more education, address debt, increase savings, and improve their health and family stability. Discuss self-sufficiency programs, how to increase landlord participation in the voucher program, and voucher use for homeownership.
DISCUSSION LEADER
Philip Gilman, Deputy Commissioner, Housing Assistance & Development | Georgia Department of Community Affairs
SPEAKERS
Sheila Calvin, Administrative Hearing Officer | Oklahoma Housing Finance Agency
Allison Gallagher, Director of Housing Choice Vouchers | MaineHousing
Ruthie Liberman, Vice President of Public Policy | Economic Mobility Pathways (EMPath)
Kelly Rose, Chief Housing Solutions Officer | Michigan State Housing Development Authority
Navigating Data Privacy Infrastructure and Regulations (DA, GO, IT, LE, MI)
Is your organization preparing for emerging data privacy regulations, including the FTC Safeguards Rule and developing state laws? Our panel of legal experts offers an overview of regulations and laws to track, identifies key provisions, and explores implementation strategies and third-party/vendor risk assessment procedures.
DISCUSSION LEADER
Howard Tolley, Compliance Manager Utah Housing Corporation
SPEAKERS
Paul Hagerty, IT Director | MassHousing
Cynthia Larose, Member/Chair, Privacy and Cyber Security Practice | Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC
Angela Lee Chan, Special Counsel – Information Officer | MassHousing
Perspectives on Accessibility (LE, RE, SE, SN)
What does accessibility look like from the perspectives of persons with disabilities? How can we make housing more accessible to people with diverse needs? What obligations do HFAs have under federal law and regulation to provide accessible features to those who need them? Discuss these and more with your HFA peers and partners.
DISCUSSION LEADER
Ben Frost, Deputy Executive Director/Chief Legal Officer | New Hampshire Housing Finance Authority
SPEAKERS
Mark English, President | E&A Team, Inc.
Isaac Haney-Owens, Communications Analyst | The Kelsey
More for the Mission: Tips for Managing Costs and Securing Better Pricing (FI, GO)
Housing bond bankers and investors discuss how you can secure better terms for your issuance, and more money for your programs, through innovative debt structuring and portfolio management strategies. Hear how, in only two years, one HFA turned around its finances, earned its highest-ever rating, and reentered the capital markets for the first time in a decade.
DISCUSSION LEADER
Cleon Butterfield, Senior Vice President and Chief Financial Officer | Utah Housing Corporation
SPEAKERS
Albert Luong, Director | Barclays
Erwin Tam, Director of Financing | California Housing Finance Agency
Kurt van Kuller, Portfolio Manager | Sit Investment Associates, Inc.
