Subject to change. All times are Mountain Standard Time.
Core Function Key
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 Sep 28
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 LEADERS
Bryan Bowser, Information Technology Director | Kansas Housing Resources Corporation
Community Meet-Ups
Federal Liaisons
DISCUSSION LEADERS
Jennifer Bowman, Director of Federal and Strategic Initiatives, Strategy and Engagement Division | Michigan State Housing Development Authority
Jeremy Heidt, Director of Governmental Affairs | Tennessee Housing Development Agency
Joint: Human Resources and Information Technology
DISCUSSION LEADERS
Val Lingasami, Assistant Director of Information Technology | Rhode Island Housing
Whitley Werts, Director of Human Resources | Rhode Island Housing
Community Meet-Ups
Data and Analytics
DISCUSSION LEADER
Hannah Mitchell, Data and Analytics Manager | Missouri Housing Development Commission
Human Resources
DISCUSSION LEADER
Whitley Werts, Director of Human Resources | Rhode Island Housing
Internal Auditors
DISCUSSION LEADER
Kevin Burke, Director of Finance and Operations | National Council of State Housing Agencies
Section 8 Contract Administrators
DISCUSSION LEADERS
Katie Kilgrow, Housing Compliance Manager | Idaho Housing and Finance Association
Curtis Stauffer, Managing Director, Housing Contract Administration | Kentucky Housing Corporation
Community Meet-Up
Single-Family Program
DISCUSSION LEADERS
Brandon Dettlaff, Homeownership Division Director | North Dakota Housing Finance Agency
Jake Naugle, Director of Homeownership Lending | Virginia Housing
Sunday Sep 29
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 am.
Community Meet-Ups
Finance
DISCUSSION LEADERS
Cindy Harris, Chief Financial Officer | Iowa Finance Authority
Brian Rossello, Director of Housing Finance | Delaware State Housing Authority
HOME and Housing Trust Fund
DISCUSSION LEADERS
Samanta Carvalho, Director, Office of Community Housing Development | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Christopher Volzke, Deputy Executive Director | Wyoming Community Development Authority
Legal
DISCUSSION LEADERS
Bruce Balcom, Chief Legal Counsel | Tennessee Housing Development Agency
Jennifer Percy, General Counsel, Director of Legal Affairs and Compliance | North Carolina Housing Finance Agency
Community Meet-Ups
Human Resources (Continued)
DISCUSSION LEADER
Shawn Hafer, Director of Human Resources | Idaho Housing and Finance Association
Information Technology (Continued)
DISCUSSION LEADERS
Greg Blake, Chief Information Officer and Vice President of Administration | Idaho Housing and Finance Association
Tim Carroll, Chief Information Officer | North Carolina Housing Finance Agency
Keith Evans, Chief Information Officer | Illinois Housing Development Authority
Marketing and Communications
DISCUSSION LEADERS
Rebecca Anderson, Director of Communications | Tennessee Housing Development Agency
Ian Hauer, Director of Marketing and Communications | Indiana Housing and Community Development Authority
Executive Directors Forum
Open only to HFA executive directors (or a chair-approved substitute)
Community Meet-Ups
Single-Family Servicing
DISCUSSION LEADERS
Paul Mulligan, Senior Manager of Quality Control | MassHousing
Amy White, Vice President, Mortgage Servicing | Utah Housing Corporation
Special Needs Housing
DISCUSSION LEADERS
Evan Ponder, Senior Policy and Planning Officer | Illinois Housing Development Authority
Zach Summerlin, Policy Director and Supportive Housing Coordinator | Florida Housing Finance Corporation
Community Meet-Up
Multifamily
DISCUSSION LEADERS
Stephanie Flanders, Director of Tax Credit Programs | Virginia Housing
Susan Westbrook, Manager of Rental Assets | North Carolina Housing Finance Agency
ADOH Affordable Housing Tours
This tour is full. Please check back in the event a ticket becomes available.
Join the Arizona Department of Housing for a tour of Soluna Apartments, Arizona’s first Choice Neighborhoods mixed-income housing development in Phoenix’s Edison-Eastlake Community. Soluna is the first phase of a five-phased undertaking that will represent the single largest public housing redevelopment effort in Arizona history. Soluna features 177 modern, energy-efficient units ranging from one to five bedrooms. The community is designed to provide quality living at an affordable cost, with 80 percent of units offered as affordable housing and 20 percent at market rate. Learn more about Soluna.
Meet in the lobby of the Sheraton Phoenix Downtown 15 minutes before your tour’s scheduled departure time. Each tour will travel round trip via chartered bus. Please contact Arizona Housing’s Carson Folk with questions.
Thank you to tour sponsor Gorman & Company.
Executive Directors Luncheon
Open only to HFA executive directors (or a chair-approved substitute)
NCSHB Annual Business Meeting and Special Sessions
Open only to HFA board members and executive directors (or a chair-approved substitute)
Washington Report
Update by NCSHA senior staff on key legislative and regulatory developments affecting HFAs and potential post-elections scenarios.
The Board Member Role in Advocacy
Facilitated discussion of how board members can and do engage with state and federal policymakers and other key agency constituents.
Strategic Planning and Partnerships
Facilitated discussion of the ways HFAs are evolving to respond to new opportunities in their states.
SPEAKERS
Garth Rieman, Director of Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
Stockton Williams, Executive Director | National Council of State Housing Agencies
Community Meet-Ups
Energy Efficiency and Resilience in Housing
DISCUSSION LEADERS
Jimmy Ord, Director, Research and Rural Development | Alaska Housing Finance Corporation
Jack Ruderman, Energy and Legislative Affairs Advisor | New Hampshire Housing Finance Authority
Equity
DISCUSSION LEADERS
Tiffany Davis, Special Advisor on Diversity, Equity and Inclusion | Illinois Housing Development Authority
Krystle Okafor, Director, Just Communities Division | Maryland Department of Housing and Community Development
ADOH Affordable Housing Tours
This tour is full. Please check back in the event a ticket becomes available.
Join the Arizona Department of Housing for a tour of Soluna Apartments, Arizona’s first Choice Neighborhoods mixed-income housing development in Phoenix’s Edison-Eastlake Community. Soluna is the first phase of a five-phased undertaking that will represent the single largest public housing redevelopment effort in Arizona history. Soluna features 177 modern, energy-efficient units ranging from one to five bedrooms. The community is designed to provide quality living at an affordable cost, with 80 percent of units offered as affordable housing and 20 percent at market rate. Learn more about Soluna.
Meet in the lobby of the Sheraton Phoenix Downtown 15 minutes before your tour’s scheduled departure time. Each tour will travel round trip via chartered bus. Please contact Arizona Housing’s Carson Folk with questions.
Thank you to tour sponsor Gorman & Company.
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
Sponsored by: 
Ice Cream Social in the Showplace
Open to all registered NCSHA members
Sponsored by:
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.
Enjoy networking and advance access to Phoenix’s Heard Museum in a private reception before the start of the Board Chair’s Reception and NCSHA 50th Anniversary Celebration.
Please note that Phoenix is under an excessive heat warning until 8:00 pm Tuesday, October 1.
This event will take place inside.
There is no dress code for this optional event — conference participants who decide to attend are encouraged to wear comfortable clothing of any kind.
Shuttles will run on a loop between the Sheraton and the Heard Museum. At 5:15 pm, the first shuttle will depart from the hotel entrance for the Leadership Circle Reception. At 8:30 pm, the last shuttle will depart the museum to return to the Sheraton.
To become a Leadership Circle member, contact membership@ncsha.org.
The Board Chair's Reception and NCSHA 50th Anniversary Celebration
Celebrate NCSHA’s 50 years of affordable housing impact during an elegant reception at Phoenix’s Heard Museum. Reconnect with friends and colleagues from around the country as you enjoy tastes from the American Southwest al fresco. Several galleries will be open for you to explore traditional and contemporary American Indian art in this world-class museum celebrating Indigenous creativity.
Please note that Phoenix is under an excessive heat warning until 8:00 pm Tueday, October 1.
This event will take place outside, with access to air-conditioned reception spaces and several galleries.
There is no dress code for this optional event — conference participants who decide to attend are encouraged to wear comfortable clothing of any kind.
Shuttles will run on a loop between the Sheraton and the Heard Museum. At 6:15 pm, the first shuttle will depart from the hotel entrance for the reception. At 8:30 pm, the last shuttle will depart the museum to return to the Sheraton.
Sponsored by:
Monday Sep 30
Sessions open to all registered NCSHA members
Badge Pick-Up & Registration
Opening Plenary: A Half Century of Housing Finance Agency Impact
Seated breakfast served 8:00 am – 9:00 am.
Welcome
Ralph M. Perrey, Executive Director | Tennessee Housing Development Agency and Board Chair | National Council of State Housing Agencies
Joan Serviss, Director | Arizona Department of Housing
Kate Gallego, Mayor | City of Phoenix
50 Years of Affordable Housing Impact — NCSHA Past, Present, and Future
DISCUSSION LEADER
Stockton Williams, Executive Director | National Council of State Housing Agencies
PANEL
Susan F. Dewey, Retired CEO | Virginia Housing and Board Member | Federal Home Loan Bank of Atlanta
Kim Herman, Retired Executive Director | Washington State Housing Finance Commission
Brian Hudson, Retired CEO | Pennsylvania Housing Finance Agency
James W. Stretz, Executive Director | Housing Pierce County
2024 Awards for Program Excellence
MASTERS OF CEREMONY
Cheryl Cohen, Executive Director | Montana Housing
Christopher Donald, Executive Director | District of Columbia Housing Finance Agency
Showplace Open
NCSHA welcomes sponsors and exhibitors! Learn more and contact exhibits@ncsha.org to reserve your package.
Zeffert's Java Joint Open
Sponsored by:
Networking Break in the Showplace
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Best of HFAs: Human Resources (GO, HR, MI)
HFAs present creative HR initiatives, including an emerging leaders program to foster a high-performance organizational culture, a “study hall” to educate staff about programs and facilitate connection, and an internship program for the next generation of professionals.
SPEAKERS
Dawn Fisher, DEIB, Employee Engagement, and Executive Communication Officer | Connecticut Housing Finance Authority
Debbie Herrera, Director, Human Resources | Colorado Housing and Finance Authority
Karri Kartes, Director, Human Resources | Illinois Housing Development Authority
Porsche Murry, Assistant Director, Human Resources | Illinois Housing Development Authority
Bond and Financial Markets, Now and Future (FI, GO)
Industry and market experts break down the latest capital market developments and what they could mean for affordable housing. Learn how the current environment affects how HFAs are issuing bonds and financing their homeownership and rental programs. Discuss what to expect in the future and how to prepare.
DISCUSSION LEADER
Erwin Tam, Director of Financing | California Housing Finance Agency
SPEAKERS
Nicholas Fluehr, Managing Director | Wells Fargo Securities
Albert Luong, Director, National Housing Group | RBC Capital Markets
Ferdinand Perrault, Vice President and Senior Credit Officer | Moody’s Ratings
Elizabeth Vernon, Senior Vice President, Capital Markets | Lakeview Loan Servicing, LLC
Expanding Pathways to Homeownership for Persons of Color and Other Borrowers (GO, HO, RU, SE)
Discover how HFAs are creating opportunities for new home buyers, including for first-generation home buyers, in their states. From growing their partners to developing new financing vehicles, learn about new ways state HFAs are helping buyers realize the dream of homeownership.
DISCUSSION LEADER
Jon Rogers, Senior Division Manager, Single Family Lending | West Virginia Housing Development Fund
SPEAKERS
Michael Handley, Manager of Home Ownership Rehabilitation and Compliance | North Carolina Housing Finance Agency
Patricia Harriman, Director of Homeownership | MaineHousing
Ellen Martin, Director of Homeownership | California Housing Finance Agency
Jordan Moskowitz, Managing Director of Single Family Programs | New Jersey Housing and Mortgage Finance Agency
Financing New Permanent Supportive Housing Properties (GO, LE, RE, SN)
Addressing the homelessness crisis requires intensive efforts to build new permanent supportive housing (PSH) that offers housing security and support for vulnerable individuals and families. Learn about the tools and resources necessary to add new PSH in communities where it is needed.
DISCUSSION LEADER
Scott Beutel, Assistant Commissioner for Special Projects | Minnesota Housing
SPEAKERS
Lauren Connors, Senior Vice President of Development | New York City Housing Development Corporation
Deborah De Santis, President and Chief Executive Officer | CSH
Ayana Dilday Gonzalez, Senior Consultant | Technical Assistance Collaborative, Inc.
Meet the Press (CO)
How do you build strategic relationships with reporters and editors to educate the public about your programs, their impact, housing legislation, and even scam prevention? Join us for a robust discussion with Phoenix-based reporters covering housing and consumer affairs.
DISCUSSION LEADER
Dave Cherry, Public Information Officer | Arizona Department of Housing
SPEAKERS
Simone Cuccurullo, Good Morning Arizona Anchor | Arizona’s Family CBS-5 and Reporter | 3-TV Phoenix
Lillian Donahue, Multimedia Journalist | ABC-15 KNXV-TV Phoenix
Catherine Reagor, Senior Real Estate Reporter | Arizona Republic
Multifamily Preservation Strategies (GO, LE, RE, RU, SH)
Explore challenges to preserving the affordability of multifamily developments in the Housing Credit, HUD, and USDA portfolios as well as naturally occurring affordable housing. Discuss best practices for capital needs assessments and programmatic, legal, and financial strategies for recapitalizing at-risk properties.
DISCUSSION LEADER
Anne Berman, Director, Real Estate Development | Rhode Island Housing
SPEAKERS
Mark English, Founder and President | E&A Team, Inc.
Mitch Kelly, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Mark Shelburne, Housing Policy Consultant | Novogradac & Company LLP
Tech and AI: Planning Ahead for Leaders (IT, MI)
AI and machine learning are reshaping the future of work. Is your staff ready? Do your new recruits have the right skills? In a session designed for leaders, experts in digital transformation discuss how to prepare and hire the next-generation workforce.
SPEAKERS
Anthony Peleska, Chief Information Officer | Kraus-Anderson
Manjeet Rege, Professor and Director, Center for Applied AI | University of St. Thomas, Minnesota
Washington Report (GO, HO, RE)
As the nation prepares for the 2024 general election, hear from Washington insiders about the outlook for affordable housing, including tax policy, fiscal year 2025 spending, and regulatory action in the closing months of the year and how different election outcomes would impact the legislative landscape for housing in the next administration and Congress.
DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies
SPEAKERS
Thom Amdur, Senior Vice President, Policy and Impact | Lincoln Avenue Communities
Matt Josephs, Senior Vice President for Policy | Local Initiatives Support Corporation
Peter Lawrence, Director of Public Policy and Government Relations | Novogradac & Company LLP
Ayrianne Parks, Senior Director, Public Policy | Enterprise Community Partners, Inc.
Networking Lunch
Seated lunch served 11:45 am – 12:30 pm.
Email sponsors@ncsha.org to host this event!
Photo-Op for 2024 Award Recipients
Coffee and Dessert in the Showplace
NCSHB Session: Principles of Governance and Ethics
Open only to HFA board members and executive directors (or a chair-approved substitute)
This session will provide grounding in concepts and practices that make any HFA board stronger.
SPEAKERS
Steven Likes, Partner | Kutak Rock LLP
John Wagner, Partner | Kutak Rock LLP
CONCURRENT SESSIONS
Affordable Homeownership Financing in a High-Interest Rate Market (FI, HO)
HFAs, financial advisors, and bankers discuss financing affordable homeownership programs in a “higher-for-longer” interest rate environment. Explore strategies for maximizing bond issuance and the role non-bond funding sources can play in today’s market.
DISCUSSION LEADER
Jordan Laird, Director, Finance | Pennsylvania Housing Finance Agency
SPEAKER
Ansel Caine, President | Caine Mitter & Associates Incorporated
Gary Garay, Managing Director and Head of Municipal Housing Banking | Hilltop Securities Inc.
Alex Vlamis, Vice President, Public Finance | Barclays
Irma Yépez Klassen, Director, Equitable Homeownership Strategies, Product Development | MGIC
AI Empowered: A Road Map for Housing Agencies (IT, LE, MI)
AI is a hot topic, but how will it be applied in agency operations over the next year and beyond? Experts offer strategic insights, practical steps to get started, and crucial privacy and equity considerations in harnessing AI’s potential. Hear one HFA’s journey, showcasing real-world applications and successes over the past year.
SPEAKERS
Greg Blake, Chief Information Officer and Vice President of Administration | Idaho Housing and Finance Association
Colin McNiece, Chief Legal & Operating Officer | MassHousing
Bending the Curve of Increasing Operating Costs (DA, LE, RE, SH)
Matrix Research Bulletin-Multifamily Expenses-March 2024
Discuss the impact of multifamily operating cost trends, including increases in utility rates, labor, maintenance, insurance premiums, and real estate taxes. Explore strategies to manage operating expense risk and opportunities to use operating data from existing affordable housing to inform public policy decisions, underwriting criteria, project reserves, and asset management.
DISCUSSION LEADER
Darrell Beavers, Housing Development Director | Oklahoma Housing Finance Agency
SPEAKERS
Thom Amdur, Senior Vice President, Policy and Impact | Lincoln Avenue Communities
Paul Fiorilla, Associate Director | Yardi
Robert Salem, Principal and Vice President | CMR Risk & Insurance Services, Inc.
Bringing Data to Life: The Faces of Affordable Housing (CO, DA, SE)
State HFAs and their partners are leveraging data and stories like never before to raise stakeholder awareness about the impact of affordable housing investment. See high-impact communications vehicles produced by HFAs across the country and hear what went into their creation.
DISCUSSION LEADER
Amy Nehl, Director of Public Affairs | Oregon Housing and Community Services
SPEAKERS
Stacy Barnes, Director, Governmental Relations and Public Affairs | Alaska Housing Finance Corporation
Samanta Carvalho, Director, Office of Community Housing Development | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Melanie Walter, Executive Director | New Jersey Housing and Mortgage Finance Agency
HFA Advocacy in Action (CO, GO, HO, RE, SE)
Discover ways HFAs are leading affordable housing advocacy by working with state policymakers to dedicate new resources and adjust policies to better facilitate equitable production and preservation and close the racial homeownership gap. Learn how HFAs are spearheading communications strategies to bring diverse stakeholders together, cultivating bipartisan state legislative and gubernatorial support for affordable housing, and establishing and leading coalitions.
DISCUSSION LEADER
Nancy McDonald, Director of Government Affairs | MassHousing
SPEAKERS
Ryan Baumtrog, Assistant Commissioner, Policy and Community Development | Minnesota Housing
Samantha Linden, Legislative Liaison | Wisconsin Housing and Economic Development Authority
Carrie Manno, Single Family Tax Credit Section Chief | Ohio Housing Finance Agency
Hiring and Retaining Top Industry Talent (GO, HR, MI, SE)
A global health crisis, inflation, and economic uncertainty have reshaped employees’ needs and expectations. With this in mind, discuss how to attract and retain top talent to your organization through employee benefits, professional development, team building, flexible schedules, and an inclusive workplace culture.
TRAINER
Jaclyn Jackson, Chief Administrative Officer | National Equity Fund, Inc.
Preserving Existing Permanent Supportive Housing Properties (GO, LE, RE, SN)
As the permanent supportive housing portfolio ages, some properties are experiencing challenges due to unanticipated operating expense increases and other financial challenges. Discuss strategies for sustainable PSH operations, including using Medicaid dollars for housing and building key supportive service partnerships.
DISCUSSION LEADER
Nancy Bloebaum, Manager, Supportive Housing Development Programs | North Carolina Housing Finance Agency
SPEAKERS
Althea Arnold, Senior Vice President, Policy | Stewards of Affordable Housing for the Future
Tim Marx, Counsel | Winthrop & Weinstine, P.A.
Kimberly Stephenson, Director, Asset Resolution | National Equity Fund, Inc.
The Power of Housing Counseling (HO, RU)
Learn how HFAs use housing counseling to further their states’ homeownership goals by helping buyers prepare for and sustain homeownership. Experts share the positive impact counseling has on customers and communities.
DISCUSSION LEADER
Veronica DePotty, Housing Education Program Specialist | Michigan State Housing Development Authority
SPEAKERS
David Berenbaum, Deputy Assistant Secretary for Housing Counseling | U.S. Department of Housing and Urban Development
Raquel Garcia, Senior Program Officer Team Lead | Illinois Housing Development Authority
Simone Griffin Taylor, Executive Vice President, Affiliate Network | HomeFree-USA
Jayna Johnson, Housing Education and Resource Manager | Tennessee Housing Development Agency
Power Break in the Showplace
Sponsored by:
NCSHB Session: Financial Terms and Concepts
Open only to HFA board members and executive directors (or a chair-approved substitute)
This session will define and discuss key financial concepts on which HFA balance sheet stability, mission advancement, and business success rest.
SPEAKERS
Karen Fitzgerald, Senior Director, Community Development and Social Lending | Fitch Ratings
David Greenblatt, Director, Lead Analyst | S&P Global Ratings
Benjamin Madorsky, President | cfX Incorporated
Nora Wittstruck, Managing Director, Sector Lead | S&P Global Ratings
CONCURRENT SESSIONS
Designing Custom Blends of Taxable and Tax-Exempt Bonds (FI, HO, LE, RE)
Explore how to stretch limited bond resources through mixed taxable – tax exempt issuances. Gain insight into how to structure a mixed issuance to attract investors and minimize capital costs. Hear how one HFA was able to reduce borrowing costs by attracting foreign investors for a taxable issuance.
DISCUSSION LEADER
Hazim Taib, Chief Financial Officer | Connecticut Housing Finance Authority
SPEAKERS
Michael Babcock, Assistant Director of Capital Markets | Illinois Housing Development Authority
Damian Busch, Senior Vice President | Jefferies LLC
Charles Karimbakas, Managing Director | cfX Incorporated
Andrew Nestlehut, Senior Vice President and Chief Financial Officer | Utah Housing Corporation
Developing the Next Generation of Leaders (HR, MI)
With five generations working side by side, the workforce is challenging workplace norms like never before. During this session, gain a better understanding of generational motivation in the workforce, the workforce life stages, what a first-time leader needs to be successful, and how to prepare leaders at all levels to hold the top job.
TRAINER
Heather Eddy, President and Chief Executive Officer | KEES: Kistner Eddy Executive Services
Inclusive Housing for People with Developmental, Intellectual, and Cognitive Disabilities (RE, SE, SN)
Learn about the barriers to affordable housing faced by people with developmental, intellectual, and cognitive disabilities and discuss strategies HFAs and their partners are employing to overcome them.
DISCUSSION LEADER
Winona Connor, Housing Finance Deputy Administrator | Louisiana Housing Corporation
SPEAKERS
Denise Resnik, Founder and President/Chief Executive Officer | First Place
Renee Saia, Senior Project Manager, Strategic and Innovation Projects | Colorado Housing and Finance Authority
Jacob Sipe, Executive Director | Indiana Housing and Community Development Authority
Keeping Pace with Multifamily Compliance Through Technology and Training (IT, LE, RE)
Presentation
Model Compliance Forms for Housing Credit Developments
Learn how the Housing Opportunity Through Modernization Act (HOTMA) and National Standards for the Physical Inspection of Real Estate (NSPIRE) will impact compliance in Housing Credit and HUD-assisted properties — and how technology and training are being adapted to address those changes.
DISCUSSION LEADER
Joe Prichard, Managing Director of Multifamily Compliance | Kentucky Housing Corporation
SPEAKERS
Lisa Furbush, Manager, Affordable Housing Compliance Policy | Yardi
Ryan Kim, Vice President of Professional Services | ProLink Solutions
Jeffrey Promnitz, Chief Executive Officer | Zeffert & Associates, Inc.
Land Use and Zoning Modernization (DA, GO, LE, RE)
Hear about state and federal efforts, including the HUD Pathways to Removing Obstacles to Housing (PRO) grant program, to modernize land use and zoning policies, overcome exclusionary zoning and NIMBYism, and facilitate affordable housing development.
DISCUSSION LEADER
James Lehnhoff, Assistant Commissioner, Multifamily | Minnesota Housing
SPEAKERS
Cheryl Cohen, Executive Director | Montana Board of Housing
Sarah Shambrook, Government Relations Manager, Team Lead | Dominium
Amy Rainone, Director, Government Relations and Policy | Rhode Island Housing
Preserving Single-Family Affordable Housing (HO, RU, SH)
HFAs are exploring innovative programs to preserve their existing affordable housing supply, including in the harder-to-reach rural areas of their states. Discover strategies for helping homeowners repair, improve, and renovate their homes to make them healthy and safe, allow household members to age in place, and preserve their equity.
DISCUSSION LEADER
Angela Fuson, Director of Single-Family Programs | Wyoming Community Development Authority
SPEAKERS
Jed Guenther, Senior Vice President, Head of Community Lending | Lakeview Loan Servicing, LLC
Heather Johnson, Assistant Director of Mortgage Loan Servicing | Tennessee Housing Development Agency
Chuck Kracht, Vice President of Homeownership Lending and Servicing | Idaho Housing and Finance Association
Nicki Pecori Fioretti, Director, Community Affairs | Illinois Housing Development Authority
The Housing Credit Story: How What We Build Impacts Those We Serve (CO, DA, GO, RE, SE)
Get a preview of forthcoming research by Abt Global that examines the characteristics of Housing Credit properties, the demographics of their residents, and the neighborhoods where they are located. Abt’s analysis, which for the first time matches HUD’s data on Housing Credit properties with its tenant survey data on a property-by-property basis, offers a new window into how state policies and developer decisions impact low-income residents.
DISCUSSION LEADER
John Patterson, Director of Planning, Research, and Evaluation | Minnesota Housing
SPEAKERS
Kimberly Burnett, Senior Associate | Abt Global
Jill Khadduri, Principal Associate | Abt Global
Mary Tingerthal, Consultant | Abt Global
The Power of Incubators in Community Development (CO, GO, MI, SE)
HFAs are employing incubators to tap into their local communities for creative solutions to community challenges and community input on how to allocate resources. Hear lessons learned from HFAs hosting incubators and take home ideas for starting your own.
SPEAKERS
Ian Hauer, Director of Marketing and Communications | Indiana Housing and Community Development Authority
Ashley Jared, Communications Director | Iowa Finance Authority
Networking Break in the Showplace
Email sponsors@ncsha.org to host this break!
NCSHB Session: Financing Tools and Programs
Open only to HFA board members and executive directors (or a chair-approved substitute)
This session will provide an overview of the current trends affecting HFA issuance of tax-exempt bonds and mortgage-backed securities for homeownership and rental housing.
SPEAKERS
Mike Awadis, Senior Managing Director | Hilltop Securities Inc.
Rachael McDonald, Associate Managing Director | Moody’s Ratings
Howard Zucker, Partner | Hawkins Delafield & Wood LLP
CONCURRENT SESSIONS
Cybersecurity Tabletop Exercise (IT)
Participate in an immersive tabletop exercise designed to challenge your cybersecurity knowledge and problem-solving capabilities through a simulated cyber crisis scenario. This exercise offers valuable insights into identifying, mitigating, and responding to cyber threats, ultimately enhancing your organization’s cyber resilience.
DISCUSSION LEADER
Delbert Collins, Director of Information Technology | South Carolina State Housing Finance and Development Authority
SPEAKERS
Kris Clymans, Manager of Infrastructure and Support | Pennsylvania Housing Finance Agency
L. Scott Munoz, Director of Information and Technology | Indiana Housing and Community Development Authority
Jason Ronnow, Director of Information Security and Network Operations | Tennessee Housing Development Agency
Alexander Yim, Senior Systems/Network Administrator | Washington State Housing Finance Commission
Incorporating Energy and Water Conservation in Affordable Housing (RE, SH)
Discover how to leverage affordable housing resources with Inflation Reduction Act tax incentives and funding for energy efficiency, renewable energy, and climate resiliency measures. Discuss opportunities to incorporate energy efficiency and water conservation in multifamily development and how these measures can be addressed in recapitalization efforts.
DISCUSSION LEADER
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission
SPEAKERS
Adam Cray, Vice President | CSG Advisors Incorporated
Rodrigo Dorador, Development and Acquisitions Associate | Dominium
Greg Heller, Director, Housing and Community Solutions | Guidehouse
Ronald Newman, Senior Advisor, Inflation Reduction Act Implementation | U.S. Department of the Treasury
Increasing the Supply of Affordable Ownership Homes (GO, HO, RU)
One of the most vexing national housing challenges is the shortage of affordable single-family homes, including in communities of color. HFAs describe how they are rising to meet this challenge through housing production programs, including new construction lending facilities that target underserved areas or neighborhoods that have had insufficient investment over time.
DISCUSSION LEADER
Brenda Evans, Chief Programs Officer | Louisiana Housing Corporation
SPEAKERS
Samanta Carvalho, Director, Office of Community Housing Development | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Jonathan Hanks, Senior Vice President and Chief Operating Officer | Utah Housing Corporation
Mira Morgan, Special Assistant, Community Development Administration | Maryland Department of Housing and Community Development
Megan Roush, Director of Development | Vermont Housing Finance Agency
Marketing Homeownership to Lenders and Buyers (CO, HO, SE)
What strategies and tools are HFAs using to market their homeownership programs, reach borrowers and communities of color, and support and reward participating lenders in this tight market? Benefit from the creative approaches of featured HFAs and share your own successes.
DISCUSSION LEADER
Madison Fisler Lewis, Manager of Public Relations, Marketing and Internal Communications | North Carolina Housing Finance Agency
SPEAKERS
Brandon Dettlaff, Homeownership Director | North Dakota Housing Finance Agency
Scott Thistle, Communications Director | MaineHousing
Multifamily Financing Innovations (FI, LE, RE)
The need for affordable multifamily housing is rising and so are financing costs. Learn about potential new funding sources and loan options and discover how to better structure multifamily deals to have the most impact. Get an update on Federal Financing Bank funding for HUD – HFA Risk–Sharing program loans.
DISCUSSION LEADER
Steve Clinton, Chief Financial Officer | District of Columbia Housing Finance Agency
SPEAKERS
Gloria Boyd, Executive Director | J.P. Morgan
Eric Enderlin, President | New York City Housing Development Corporation
Larry Flood, Senior Advisor, Multifamily Housing Programs | U.S. Department of Housing and Urban Development
Daniel Pulter, Director and Lead Analyst | S&P Global Ratings
Protecting Program Integrity (GO, HO, IT, LE, RE)
Learn more about how state HFAs are ensuring program integrity by instituting policies and procedures, including optimizing technology, to detect and combat program abuses, including strategies for collaborating with law enforcement, prosecutors, and state attorneys general on investigation and prosecution of bad actors.
DISCUSSION LEADER
Daniel Delfino, Director, Planning and Program Development | Alaska Housing Finance Corporation
SPEAKERS
Greg Blake, Chief Information Officer and Vice President of Administration | Idaho Housing and Finance Association
Jonathan Hilliker, Director of Audit, Compliance, and Fraud Investigation | Michigan State Housing Development Authority
Jason Rusnak, Co-Founder and President | Neighborly Software
Resident Services for Thriving Communities (RE, SN)
Many people with special needs benefit from having support services integrated into their residential environments. Learn more about designing and financing support service programs, soliciting and monitoring service providers, and ensuring resident success in supportive environments.
DISCUSSION LEADER
Elizabeth Bioteau, Director of Strategic Initiatives and Partnerships | Rhode Island Housing
SPEAKERS
Terry Benelli, Senior Executive Director | Local Initiatives Support Corporation
Joanna Crosby, Regional Vice President of Resident Services | Mercy Housing Inc.
Alexandra Nassau-Brownstone, Vice President, Resident Outcomes and CORES | Stewards of Affordable Housing for the Future
Supporting Emerging and Diverse Developers (FI, GO, RE, SE)
Presentation
MassHousing – EDF Program Guidelines
MassHousing – EDF Term Sheet
Freddie Mac Develop the Developer Landing Page
Freddie Mac – Develop the Developer: Brochure & FAQs
HFAs and their partners describe how they are supporting emerging and Black and Brown developers to enter the affordable housing industry and succeed with agency programs, including the Housing Credit. Gain from their insights on stakeholder engagement, creation of equitable business development programs, and funding structures.
DISCUSSION LEADER
Summer Jefferson, Multifamily Programs Manager | Minnesota Housing
SPEAKERS
Karen Davis, Deputy Executive Director | Illinois Housing Development Authority
Monique Gibbs, Equitable Business Development Program Manager | MassHousing
Cassandra Skidanov, Senior Manager, Single Family Equitable Housing | Freddie Mac
Showplace Happy Hour
Enjoy beverages and hors d’oeuvres while you connect with old friends and make new contacts among the solution providers represented in this year’s Showplace!
Sponsored by:
Tuesday Oct 1
Sessions open to all registered NCSHA members
Badge Pick-Up & Registration
Tuesday Plenary Breakfast: The Four Ls of Leadership
Seated breakfast served 7:45 am – 8:45 am.
KEYNOTE SPEAKER
Michael J. Sorrell, Ed.D., President | Paul Quinn College
In 2007, Dr. Michael Sorrell faced a life-altering decision. He was part of an ownership group on the verge of purchasing the NBA’s Memphis Grizzlies, and he would serve as the team’s president upon the deal’s completion — a dream come true for him. At the same time, he was approached by Paul Quinn College, an historically Black college, to serve as interim president of the failing institution. Dr. Sorrell accepted the role, hoping it would be a brief side quest on his journey to becoming an NBA executive. In reality, it marked the beginning of a transformative and innovative era for the school that continues to this day.
Dr. Sorrell has spearheaded one of the great turnaround stories of our time — leading Paul Quinn’s evolution from one of the worst in the nation to a higher education powerhouse. The longest-tenured president in the college’s history, he has instilled a “WE Over Me” mentality in students, faculty, and the community at large and is revered for his ability to reimagine organizations to better serve the needs of the people who depend on them.
Keys to Change and Thirst Aid
SPEAKER
Amy Schwabenlender, CEO | Keys to Change
Sponsored by:
Networking Break
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
Designing and Launching Equity-Focused Initiatives (GO, LE, RE, SE)
Presentation
Maryland – CDA Memo – Affirmative Fair Housing Marketing Plans and Tenant Selection Policies
2024 Vera Opening Doors RFP
Washington State Office of Equity: Pro-Equity Anti-Racism (PEAR)
Discover how state housing agencies turn equity-focused goals into actionable programs in this expert-led discussion. Panelists share their experiences aligning program designs with state initiatives, community input, and agency missions. Gain insights and best practices to enhance your own initiatives.
DISCUSSION LEADER
Cat Goughnour, Assistant Secretary of Just Communities | Maryland Department of Housing and Community Development
SPEAKERS
Caroline Iosso, Senior Program Associate | Vera Institute of Justice
Nashika Stanbro, Diversity, Equity, and Inclusion Director | Washington State Housing Finance Commission
Steve Walker, Executive Director | Washington State Housing Finance Commission
Caty Waterman, Deputy Director, Multifamily Administration and Initiatives | Maryland Department of Housing and Community Development
Effective Social Media in Affordable Housing (CO, HO, RE, SE)
Discuss effective strategies and messaging and emerging trends in engaging affordable housing stakeholders on social media. Learn what’s working, on which channels, and the tools available to help teams big and small put social media to work for them.
SPEAKERS
Nathan Hall, Senior Account Administrator | Kentucky Housing Corporation
Jarvis Lewis, Director of Governmental Affairs | Louisiana Housing Corporation
Holley Mangham, Communications Manager | Oklahoma Housing Finance Agency
Empowering Women in Housing Finance (FI, GO, HR, MI)
Join us for a powerful conversation highlighting the stories of women leading housing agencies and organizations and the work NCSHA’s members are doing to empower women through homeownership and financial opportunity.
DISCUSSION LEADER
Tanya Dempsey, Co-Chief Executive Officer | CSG Advisors Incorporated
SPEAKERS
Tiena Johnson Hall, Executive Director | California Housing Finance Agency
Tammy Neale, Chief Executive Officer | Virginia Housing
Robin Wiessmann, Executive Director and Chief Executive Officer | Pennsylvania Housing Finance Agency
Fostering Resident Economic Mobility (RE, SE, SN)
A range of strategies are available to help residents achieve economic mobility. Learn how family self-sufficiency and savings programs, financial literacy, employment opportunities, and continuing education promote residents’ long-term success and equitable outcomes in housing.
DISCUSSION LEADER
Catherine Stone, Director, Public Housing Department | Alaska Housing Finance Corporation
SPEAKERS
Eileen Fitzgerald, Principal and Founder | Thrusight LLC
Markita Morris-Louis, Chief Executive Officer | Compass Working Capital
Ariel Yarrish, Senior Manager, Account Management | Esusu
Leveraging with State Rental Tax Credits (GO, RE, RU)
More than half of the states have established state tax credits to help develop multifamily affordable housing and fill financing gaps in deals. Explore best practices for structuring state tax credits, strategies to maximize the value of credits, the impact of state credits on financial underwriting, and opportunities to expand existing state credit programs.
DISCUSSION LEADER
Alissa Ice, Director of Housing Development | Kansas Housing Resources Corporation
SPEAKERS
Melanie Brewer, Rental Programs Administrator | Arizona Department of Housing
Christopher Hite, Chief Executive Officer | Sugar Creek Capital
Claudia O’Grady, Vice President, Multifamily Finance and Development | Utah Housing Corporation
Maximizing Agency Financial Resources (FI, GO, MI)
Explore how HFAs can build their balance sheets and secure better terms for bond issuances through creative debt structuring and portfolio management. Learn how one HFA utilized data drilling and revamped reporting to improve its financial planning and performance.
DISCUSSION LEADER
Sherry Gerondale, Chief Financial Officer | Wisconsin Housing and Economic Development Authority
SPEAKERS
Teresa Galicia, Director, U.S. Public Finance | Fitch Ratings
Annie Lee, Director, Public Finance Investment Banking | BofA Securities
Wayne Millward, Controller | Idaho Housing and Finance Association
Geoffrey Proulx, Managing Director | Morgan Stanley
The Ever-Evolving Federal Homeownership Policy Landscape (HO, LE, RU, SE)
HFA federal housing partners, including the Federal Housing Administration, U.S. Department of Agriculture, and Consumer Financial Protection Agency, provide policy updates and insights into their plans for new initiatives for their homeownership mortgage loan programs.
DISCUSSION LEADER
Rhonda Kimble, Homeownership Director | Iowa Finance Authority
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
Christine Mechtly, Deputy Administrator, Single Family Housing | U.S. Department of Agriculture
The Horizon for Data and Analytics: Vision Setting and New Tools (DA, IT, SE)
Join industry experts to explore how artificial intelligence, machine learning, and application programming interfaces (APIs) are paving the way for new on-demand data insights. Discover why defining vision and strategy is crucial before implementing these emerging tools. Discuss current real-world applications and how to prepare for the next era of data and analytics.
DISCUSSION LEADER
Dhathri Chunduru, Director of Research and Planning | Tennessee Housing Development Agency
SPEAKERS
Stephen Hardy, Chief Executive Officer | mySidewalk
Liana Webb, Chief Information Officer | Oregon Housing and Community Services
Break
Email sponsors@ncsha.org to host this break!
CONCURRENT SESSIONS
A Dialogue with Homeownership Partners (GO, HO, RU, SE, LE)
Working with a variety of industry stakeholders is integral to state HFA program success. During this session, Fannie Mae and Freddie Mac offer updates on their Equitable Housing Finance and Duty to Serve plans, and a national advocacy organization shares insights on a nationwide collaboration to reach home buyers of color.
DISCUSSION LEADER
Lisa DeBrock, Homeownership Director | Washington State Housing Finance Commission
SPEAKERS
Lynn Alley, Director, Affordable Lending Account Team | Fannie Mae
Nena Dial, Senior Director, HFA Engagement | Freddie Mac
Charles Lowery, Senior Policy Director | National Housing Conference
Best of HFAs: Information Technology (DA, IT)
In this round-robin session, HFAs present recent technology innovations including streamlining funding application processes via portals, mobilizing to leapfrog and modernize systems, and empowering communities with data. Learn about the interdepartmental collaboration, workflow enhancements, and seamless integrations behind these innovations.
DISCUSSION LEADER
Dawn Schroeder, Deputy Chief Information Officer | Illinois Housing Development Authority
SPEAKERS
David Carroll, Director of Information Technology | Kentucky Housing Corporation
Tresa Civil, Director of Information Technology | Virgin Islands Housing Finance Authority
Tom Remaklus, Director, Information Technology | Alaska Housing Finance Corporation
Best of HFAs: Internal Operations (IT, MI, SN)
HFAs present creative internal operations initiatives: an ecosystem for housing partners to collectively do more together; a placed-based, community-driven strategy to engage and invest in communities across the state; and a HOTMA matrix that helps visualize program changes.
SPEAKERS
Heather Black, Manager of Tax Credit Compliance | Pennsylvania Housing Finance Agency
Jerilynn Francis, Chief Communications and Community Partnerships Officer | Colorado Housing and Finance Authority
Donald Gotchal, Manager of Research and Service Programs | Alaska Housing Finance Corporation
Dashboards, Dashboards, Dashboards! (CO, DA, IT)
Dashboards are proven platforms for effectively communicating affordable housing need, progress, and impact to stakeholders. In this session, HFAs and their technology partners share the data strategies, sources, and cutting-edge tools powering their public dashboards and offer insights to help elevate your organization’s capabilities.
DISCUSSION LEADER
Jonathan Kurzfeld, Director of Planning and Research | MaineHousing
SPEAKERS
Kathleen Annarelli, Policy Research Coordinator | New Jersey Housing and Mortgage Finance Agency
Megan Bolton, Assistant Director of Research and Analysis | Oregon Housing and Community Services
Michael McQuillen, Director of Industry and Governmental Affairs | Indiana Housing and Community Development Authority
Disaster Recovery and Resilience (GO, RE, SH)
Discuss the threats to existing affordable housing posed by climate change and severe weather events as well as best practices and lessons learned from recent disaster recovery efforts. Explore new strategies for development siting and resiliency, disaster planning, and innovative construction methods designed to minimize the impact of disasters.
DISCUSSION LEADER
Rebecca Franklin, Director of Enterprise Risk Management and Compliance | California Housing Finance Agency
SPEAKERS
Patrick Patterson, Senior Manager, Asset Resolution | Enterprise Housing Credit Investments
Louis Russell, Chief of Multifamily Production | Louisiana Housing Corporation
Caleb Yant, Deputy Director | Oregon Housing and Community Services
Expanding Housing Opportunities for Moderate-Income Households (FI, GO, HO, RE)
Explore innovative HFA programs designed to address the shortage of affordable housing for households earning between 60 and 120 percent of area median income. Learn about creative financing tools for rental housing development and preservation, as well as new strategies for assisting moderate-income families purchase homes.
DISCUSSION LEADER
Fabrizio Fasulo, Director of Policy and Planning | Virginia Housing
SPEAKERS
Chad Benson, Director of Rental Development | Michigan State Housing Development Authority
Jeffrey Philp, Partner | Orrick, Herrington & Sutcliffe LLP
Paul Williams, Executive Director | Center for Public Enterprise
Housing for Refugees, Asylum Seekers, and Vulnerable Migrant Populations (RE, SE, SN)
Many parts of the country have seen a significant influx of refugees, asylum seekers, and migrant populations. Learn more about the unique challenges of providing housing for these vulnerable groups and how to help foster their successful integration into the community.
DISCUSSION LEADER
Jessica Boling, Assistant Deputy Executive Director | Wisconsin Housing and Economic Development Authority
SPEAKERS
Erik Jorgensen, Senior Director of Government Relations and Communications | MaineHousing
Timothy Klont, Chief Strategy and Engagement Officer | Michigan State Housing Development Authority
Joanne Morales, Senior Programs Director | Catholic Charities Community Services Arizona
Leveraging State and Local Partnerships to Find More Funding (FI, GO, HO, RE)
HFAs share how they are collaborating with state, local, and tribal partners to leverage additional funding and optimize scarce resources to finance workforce housing in remote communities, land banks, modular housing, and placed-based community projects. Hear about one HFA’s efforts to better partner with local American Indian tribes.
DISCUSSION LEADER
Christine Hess, Chief Financial Officer | Nevada Housing Division
SPEAKERS
Daniel Delfino, Director, Planning and Program Development | Alaska Housing Finance Corporation
Ian Hauer, Director of Marketing and Communications | Indiana Housing and Community Development Authority
Steve Johnson, Chief Operating Officer | Colorado Housing and Finance Authority
Corey Strong, Tribal Liaison | Minnesota Housing
