Subject to change. All times local.
Programming begins Wednesday, June 25, at 12:30 pm for registered NCSHA Affiliate members and nonmembers.
Tuesday Jun 24
Sessions open only to registered HFA and Housing Credit allocating agency members.
Badge Pick-Up & Registration
Continental Breakfast
NCSHA Policy Update
NCSHA’s Policy and Government Affairs team briefs allocating agency representatives on key Housing Credit program developments. Hear the latest on congressional initiatives impacting the Credit, forthcoming regulatory guidance from Treasury and HUD, and the impact of federal agency downsizing.
DISCUSSION LEADER
Garth Rieman, Director of Housing Advocacy and Strategic Initiatives | National Council of State Housing Agencies
SPEAKERS
Robert Henson, Senior Housing Policy Specialist | National Council of State Housing Agencies
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies
James Tassos, Deputy Director of Tax Policy and Strategic Initiatives | National Council of State Housing Agencies
Break
CONCURRENT SESSIONS
Housing Credit Development Community Meet-Up
Allocating agency development officials share program administration experiences and explore emerging issues in Housing Credit allocation, underwriting, and development.
DISCUSSION LEADERS
Christine Moran, Managing Director, Multifamily Financing | Illinois Housing Development Authority
Jeanne Redondo, Tax Credit Program Manager II | New Mexico Mortgage Finance Authority
Housing Credit Compliance Community Meet-Up
Allocating agency compliance officials share program monitoring experiences and explore emerging issues in Housing Credit compliance and management.
DISCUSSION LEADERS
Karen Georgetown, Senior Vice President of Program Compliance | Mississippi Home Corporation
Rosie Hackett, Compliance Support Officer | Virginia Housing
Luncheon
Seated lunch served 12:00 pm – 1:00 pm.
CONCURRENT SESSIONS
Housing Credit Development Community Meet-Up (continued)
DISCUSSION LEADERS
Christine Moran, Managing Director, Multifamily Financing | Illinois Housing Development Authority
Jeanne Redondo, Tax Credit Program Manager II | New Mexico Mortgage Finance Authority
Housing Credit Compliance Community Meet-Up (continued)
DISCUSSION LEADERS
Karen Georgetown, Senior Vice President of Program Compliance | Mississippi Home Corporation
Rosie Hackett, Compliance Support Officer | Virginia Housing
Networking Break
CONCURRENT SESSIONS
Ask the Legal and Accounting Experts
Veteran tax advisors take questions from allocating agency representatives and offer perspectives on hot topics and emerging issues in Housing Credit development and finance.
SPEAKERS
Judith Crosby, Counsel | Kutak Rock LLP
Beth Mullen, Partner | CohnReznick LLP
Michael Novogradac, Managing Partner | Novogradac & Company LLP
Compliance Implications of the Final HOME Rule
Industry compliance experts explain how the final HOME rule impacts monitoring and compliance requirements; what decisions HOME participating jurisdictions now need to make; and how new policies relating to rent limits, utility allowances, and physical inspections apply in Housing Credit properties with HOME funds. Examine additional HOME rule provisions related to tenant selection and maximum per unit subsidy limits. Understand which aspects of the rule are in effect and which are still pending.
TRAINERS
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Amanda Lee Gross, Vice President of Compliance Services | US Housing Consultants
Allocators’ Happy Hour
Wednesday Jun 25
Morning sessions open only to registered HFA and Housing Credit allocating agency members.
Badge Pick-Up & Registration
Continental Breakfast
NCSHA Board of Directors Meeting
Open only to HFA executive directors (or a chair-approved substitute). Breakfast available at 8:00 am.
CONCURRENT SESSIONS
Housing Credit Investor Forum
Housing Credit investors join allocating agency representatives to discuss current program challenges and issues related to qualified allocation plan priorities, equity investment, financial underwriting, and asset management.
DISCUSSION LEADER
Lisa Nickerson, Multifamily Tax Credits Director | Florida Housing Finance Corporation
SPEAKERS
Dana Brown, Vice President, LIHTC Investments | Fannie Mae
Susan Malysa, LIHTC Lead and Senior Associate | New York Life Investors
Stacie Nekus, Senior Vice President, Investor Relations | KeyBank
Jennifer Seamons, Senior Director, Community Finance | Capital One
Vihar Sheth, Managing Director of Affordable Housing | U.S. Bancorp Impact Finance
Housing Credit Compliance Forum
Industry compliance experts join allocating agency compliance officials to discuss Housing Credit compliance and management hot topics, best practices, and emerging trends.
DISCUSSION LEADER
Wendy Quackenbush, Director of Multifamily Compliance | Texas Department of Housing and Community Affairs
SPEAKERS
Allen Feliz, Vice President, Affordable and Public Housing | MRI Software/TCAM
Stephanie Naquin, Director of Multifamily Property Compliance | Novogradac & Company LLP
Tina Pater, Vice President, Compliance Manager | J.P. Morgan Capital Corporation
Heather Sievers, Senior Trainer and Consultant | Nan McKay & Associates, Inc.
NCSHA Executive Directors Forum
Open only to HFA executive directors (or a chair-approved substitute).
Break
CONCURRENT SESSIONS
Housing Credit Development Forum
Multifamily developers join allocating agency representatives to discuss Housing Credit development trends, including continued challenges with construction materials and labor, new cost containment efforts, the impact of federal agency personnel cuts, strategies to fill financing gaps, equity pricing trends, tactics to minimize operating cost increases, and new opportunities for collaboration.
DISCUSSION LEADER
Anthony Zeto, Deputy Director | California Tax Credit Allocation Committee
SPEAKERS
Ivy Carter, Senior Vice President, Development | Pennrose, LLC
Russell Condas, Senior Vice President, Development | Lincoln Avenue Communities
Edgar Flagg, Vice President of Real Estate Development | Mercy Housing Inc.
Tom Tomaszewski, President | The Annex Group
Housing Credit Compliance Forum (continued)
DISCUSSION LEADER
Wendy Quackenbush, Director of Multifamily Compliance | Texas Department of Housing and Community Affairs
SPEAKERS
Missy Covington, Vice President, Compliance Raymond James
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Kristin Han, Vice President, Compliance | WNC & Associates, Inc.
Jennifer Robinson, Vice President, Tax Credit Programs | National Center for Housing Management
NCSHA Executive Directors Luncheon
Open only to HFA executive directors (or a chair-approved substitute).
Luncheon
Open only to registered HFA and Housing Credit allocating agency members. Seated lunch served 11:45 am – 12:30 pm.
Afternoon sessions open to all registrants.
Marketplace Grand Opening
Welcome to NCSHA’s largest annual exhibition of affordable housing finance products and services! Representatives from the exhibiting companies will be on hand in the Marketplace on June 25 and 26 to help you find solutions to your pressing business challenges. Reserve your booth today! Email exhibits@ncsha.org for details.
Zeffert’s Java Joint Open in the Marketplace
Stop in the Marketplace June 25 and 26 for a handcrafted coffee or tea beverage — hot or iced — courtesy of Diamond Sponsor Zeffert & Associates!
Sponsored by: 
Opening Plenary
Welcome and Opening Remarks
NCSHA leaders welcome conference attendees to Housing Credit Connect 2025.
SPEAKERS
Kristin Faust, Executive Director | Illinois Housing Development Authority
Jennifer Ho, Commissioner | Minnesota Housing
Stockton Williams, Executive Director | National Council of State Housing Agencies
State Leadership in a Time of Federal Reinvention
State allocating agency leaders discuss the transformation of the federal government’s involvement in affordable housing, from funding cuts and downsizing to a new focus on efficiency and market-based solutions. Hear how states are responding with new priorities and initiatives, entering an environment when their role will be more important than ever.
DISCUSSION LEADER
Stockton Williams, Executive Director | National Council of State Housing Agencies
SPEAKERS
Andrea Bell, Executive Director | Oregon Housing and Community Services
Ruby Dhillon-Williams, Interim Director | Arizona Department of Housing
Elmer Moore, Jr., Chief Executive Officer and Executive Director | Wisconsin Housing and Economic Development Authority
Christopher Nunn, Commissioner | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Ice Cream Social in the Marketplace
Sponsor this event! Email sponsors@ncsha.org for details.
Plenary Session: The New Federal Housing Policy Landscape
Washington advocacy insiders offer perspectives on the latest actions and what to expect from Congress and the White House. Hear the outlook for tax reform, the Affordable Housing Credit Improvement Act, and other significant tax legislation affecting the program. Get an update on federal agency appropriations, regulatory streamlining, and the Department of Government Efficiency’s impact on the nation’s ability to increase the supply of affordable rental housing.
DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies
SPEAKERS
Emily Cadik, Chief Executive Officer | Affordable Housing Tax Credit Coalition
J. Patrick Cave, Senior Vice President, Public Policy | Enterprise Community Partners, Inc.
Andrea Ponsor, President and Chief Executive Officer | Stewards of Affordable Housing for the Future
Sharon Wilson Géno, President | National Multifamily Housing Council
Networking Break in the Marketplace
CONCURRENT SESSIONS
New Approaches to Cost-Efficient Development
As development and construction costs continue to rise, learn about new state agency and industry initiatives to produce cost-efficient affordable housing. Explore qualified allocation plan priorities and other state agency incentives to encourage cost reasonableness, tactical cost-saving advancements in construction technology, and industry strategies to streamline underwriting and minimize capital market costs.
DISCUSSION LEADER
Rebecca Wachtel, Tax Credit and HOME Program Director | Commonwealth of Massachusetts Executive Office of Housing and Livable Communities
SPEAKERS
Stacy Kaplowitz, Vice President and Managing Regional Project Partner | Lincoln Avenue Communities
Jeff Kittle, President and Chief Executive Officer | Kittle Property Group, Inc.
Mark Shelburne, Housing Policy Consultant | Novogradac & Company LLP
Cat Vielma, Director, Acquisitions | Red Stone Equity Partners, LLC
Average Income Test Compliance Strategies
Discuss effective state agency and industry best practices to ensure compliance with the Average Income Test (AIT) minimum set-aside. Explore policies related to initial tenant qualification, unit designations, project lease-up, AIT compliance reporting, application of the next available unit rule, annual recertifications, use of AIT in resyndication, noncompliance correction, and compliance maintenance in AIT developments with multiple subsidies.
DISCUSSION LEADER
Erica Etterling, Rental Compliance Support Manager | Virginia Housing
SPEAKERS
Stacy Day, Chief Operating Officer | Karen A. Graham Consulting, LLC
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Ryan Kim, Vice President of Professional Services | ProLink Solutions
Thomas Stagg, Partner | Novogradac & Company LLP
Leadership Circle Reception
Open only to HFA executive directors (or a chair-approved substitute) and board members, Leadership Circle members, and by invitation only, top-tier conference sponsors.
NCSHA is proud to recognize our Leadership Circle members for their generous support of the organization and this conference.
Thursday Jun 26
Sessions open to all registrants.
Badge Pick-Up & Registration
Continental Breakfast
CONCURRENT SESSIONS
Maximizing Tax-Exempt Bonds in the Current Economy
Discuss the impact of the current interest rate environment on financial structuring of tax-exempt bond deals and how a reduction in the bond-financing threshold would alter dramatically the capital stack of future developments. Delve into tax issues unique to 4 percent Credit deals and tactics for making the most effective use of bond resources, including limiting aggregate basis, condominium structures, bond recycling, and combining 9 and 4 percent Credits.
DISCUSSION LEADER
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission
SPEAKERS
Matt Klein, Director | Lincoln Avenue Communities
Kent Neumann, Founding Member | Tiber Hudson LLC
Michael Novogradac, Managing Partner | Novogradac & Company LLP
Philip Porter, Senior Vice President and Head of Acquisitions | Enterprise Housing Credit Investments
Best Practices in Noncompliance Correction
Explore common instances of Housing Credit noncompliance reported on IRS Form 8823 and successful strategies for correcting them. Learn about acceptable corrective action periods and best practices for identifying and correcting violations of tenant qualification rules, rent restrictions, utility allowances, physical inspection deficiencies, fair housing and accessibility findings, documentation requirements, and other instances of noncompliance.
DISCUSSION LEADER
Renee Dickinson, Multifamily Compliance Manager | Minnesota Housing
SPEAKERS
Wendy Fitzhugh, Vice President, HUD Programs | National Center for Housing Management
Patricia Hensley, Vice President, Compliance | Kittle Property Group, Inc.
Amanda Lee Gross, Vice President of Compliance Services | US Housing Consultants
Stephanie Naquin, Director of Multifamily Property Compliance | Novogradac & Company LLP
Fostering Sustainable Development with the Credit
Explore sustainable development strategies that promote energy efficiency, electrification, transit-oriented development, and green retrofit of affordable housing. Get an update on the status of Inflation Reduction Act tax incentives and funding for energy efficiency and resiliency and how these funds can be used to fill financing gaps and reduce utility costs in Housing Credit developments.
DISCUSSION LEADER
Kathryn Grosscup, Manager, Housing Tax Credit | Colorado Housing and Finance Authority
SPEAKERS
Adam Cray, Principal | CSG Advisors Incorporated
Jacques Logan, Senior Vice President | National Equity Fund, Inc.
Lauren Ross, Director, Energy Policy | Enterprise Community Partners, Inc.
Ben Taylor, Vice President and Project Partner | Lincoln Avenue Communities
Marketplace Open
Zeffert’s Java Joint Open in the Marketplace
Stop in the Marketplace June 25 and 26 for a handcrafted coffee or tea beverage — hot or iced — courtesy of Diamond Sponsor Zeffert & Associates!
Sponsored by:
Networking Break
CONCURRENT SESSIONS
Deal Structuring and Gap Financing Forum
Survey the current landscape of multifamily financing tools, including federal agency programs, state subsidies, and conventional debt products. Explore creative underwriting, gap financing, and deal structuring strategies to complete the Housing Credit capital stack. Discuss opportunities to use the Average Income Test minimum set-aside as a deal structuring tool.
DISCUSSION LEADER
Katherine Matkom, Manager of Multifamily Underwriters | Illinois Housing Development Authority
SPEAKERS
Charlie Adams, President, Development | Pennrose, LLC
David Beidler, Vice President, Senior Originator | National Affordable Housing Trust
Allison King, Partner | Tiber Hudson LLC
Andy Smith, Director, Underwriting | Enterprise Community Partners, Inc.
Implementing HOTMA in Housing Credit Properties
Learn the implementation status of the Housing Opportunity Through Modernization Act and its impact on Housing Credit properties and those with multiple subsidies. Review changes in tenant income calculation rules, including income exclusions and treatment of student financial assistance. Gain a better understanding of new asset calculation requirements, including categories of personal property, rules for imputing income from assets, and self-certification.
DISCUSSION LEADER
Amanda Reifers, Housing Compliance Auditor | Idaho Housing and Finance Association
SPEAKERS
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Lisa Furbush, Manager, Affordable Housing Compliance Policy | Yardi Systems Inc.
Jennifer Robinson, Vice President, Tax Credit Programs | National Center for Housing Management
Samantha Sowards, Senior Manager, Professional Services | Nan McKay & Associates, Inc.
Supportive Housing Seminar
Discuss strategies for sustainable permanent supportive housing (PSH), including new underwriting standards, financial structuring tactics, use of Medicaid dollars for housing, and supportive service partnerships. Gain a better understanding of the magnitude of the preservation challenge in the critical PSH portfolio and strategies for managing operating challenges in existing supportive housing deals.
DISCUSSION LEADER
Felita Hamilton, Multifamily Programs Assistant Director | Tennessee Housing Development Agency
SPEAKERS
Debbie Burkart, Managing Director, Supportive Housing | National Equity Fund, Inc.
Jill Edwards, Managing Director of Investments, Community Development Group | Charles Schwab Bank
Edgar Flagg, Vice President of Real Estate Development | Mercy Housing Inc.
Tim Marx, Counsel | Winthrop & Weinstine, P.A
Networking Lunch in the Marketplace
Boxed lunch served 11:30 am – 12:45 pm.
Sponsor this event! Email sponsors@ncsha.org for details.
CONCURRENT SESSIONS
Housing Credit Preservation Strategies
Discuss solutions to preservation challenges as more developments in the Housing Credit portfolio face threats from qualified contracts, right-of-first-refusal challenges, and expiration of affordability restrictions. Explore strategies to assess the likelihood of expiring affordability, identify capital needs of properties, optimize recapitalization financing, and manage the significant legal and financial structuring challenges involved in preserving at-risk properties.
DISCUSSION LEADER
Stephanie Flanders, Director of Tax Credit Programs | Virginia Housing
SPEAKERS
Thom Amdur, Senior Vice President, Policy and Impact | Lincoln Avenue Communities
Brian Fishback, Director, Alternative Investments | Red Stone Equity Partners, LLC
Priya Jayachandran, Chief Executive Officer | National Housing Trust
Daryl Shore, Senior Vice President, Structured Finance | National Equity Fund, Inc.
Implementing Income Limit and Utility Allowance Updates
Review rules for incorporating income limit and utility allowance updates in Housing Credit project compliance and how the limits apply in multiple subsidy developments. Discuss the impact of new HUD income limit methodology on maximum rent levels and understand how to maintain compliance in properties when new limits are implemented.
DISCUSSION LEADER
McKenzie Bailey, Office Director of Portfolio Management | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
SPEAKERS
Jen Brewerton, Multifamily Practice Leader | Plummer and Associates
Karen Graham, Chief Executive Officer | Karen A. Graham Consulting, LLC
Sheryl Putnam, Senior Director of Professional Services | Nan McKay & Associates, Inc.
Thomas Stagg, Partner | Novogradac & Company LLP
Maximizing the Impact of State Tax Credits
More than half of the states utilize state tax credits to fill financing gaps and enhance the feasibility of Housing Credit deals, while others are in the process of creating state credits. Explore the structure and mechanics of state tax credit programs, strategies to maximize the value of credits, the impact of state credits on financial structuring and underwriting, and best practices for the creation and expansion of state credit programs.
DISCUSSION LEADER
Claudia O’Grady, Vice President, Multifamily Finance and Development | Utah Housing Corporation
SPEAKERS
Diana DiPreta, Executive Vice President, Finance and Capital Markets | Beacon Communities LLC
Jeffrey Drennan, Shareholder, Real Estate Practice Group Leader | Winthrop & Weinstine, P.A.
Liz Hibbard, Senior Vice President, Capital Markets | National Equity Fund, Inc.
Jessica Perry, Director of Development | Pennsylvania Housing Finance Agency
Networking Break in the Marketplace
CONCURRENT SESSIONS
Affordable Housing in a Challenging Construction Environment
Housing Credit developers discuss challenges and opportunities in the current construction environment. Explore strategies for minimizing the impact of significant construction cost increases, continuing supply chain disruptions, construction labor shortages, rising insurance rates, and uncertainty around tariffs on construction materials. Consider new approaches to development cost reasonableness and construction efficiency.
DISCUSSION LEADER
Kevin Hall, Assistant Director, Design, Construction, and Regulatory Compliance | Illinois Housing Development Authority
SPEAKERS
Debra Guerrero, Senior Vice President, Strategic Partnerships and Governmental Affairs | The NRP Group
Dara Kovel, Chief Executive Officer | Beacon Communities LLC
Tom Tomaszewski, President | The Annex Group
Housing Credit Marketing and Lease-Up Strategies
Property management professionals provide tips for effectively marketing and leasing Housing Credit developments and share how the approach may differ from traditional market-rate developments. Gain a better understanding of the use of affirmative fair housing marketing plans and rent concessions and how fluctuations in market competitiveness can require changes in marketing and lease-up strategy.
DISCUSSION LEADER
Tari Bradley, Manager of Portfolio Support | Oregon Housing and Community Services
SPEAKERS
Ronnette Jameson-Smith, Senior Trainer | Zeffert & Associates, Inc.
Gary Kirkman, Director of Compliance Training | US Housing Consultants
Sarajane Steffes, Senior Project Leader, Affordable Housing Development | National Church Residences
Advanced Legal and Accounting Seminar
Industry tax advisors discuss advanced legal and accounting issues associated with Housing Credit property acquisition, financial structuring and underwriting, tax-exempt bond issuance, eligible basis, partnership agreements, preservation transactions, extended-use agreements, investor exits, and other technical program rules.
DISCUSSION LEADER
William Glover, LIHTC Programs Manager | MaineHousing
SPEAKERS
Michael Francescani, Director, Project Finance and Consulting | CohnReznick Advisory LLC
Nancy Morton, Tax Member | DOZ
Maureen Reichert, Partner | RubinBrown LLP
Dirk Wallace, Partner | Novogradac & Company LLP
Networking Break in the Marketplace
CONCURRENT SESSIONS
Navigating the Housing Credit Equity Market
Housing Credit investors and syndicators offer perspectives on 2025 equity market activity. Learn how the increase in tax-exempt bond deals, potential changes to the corporate tax rate, Community Reinvestment Act requirements, and alternative investment options are impacting investor demand and Credit pricing. Gain a better understanding about how additional Credit authority and a reduction in the tax-exempt bond-financing threshold could impact the equity market.
DISCUSSION LEADER
Stephen Bannon, Multifamily Business Development and Originations | Illinois Housing Development Authority
SPEAKERS
Tony Bertoldi, Chief Executive Officer | CREA, LLC
Dana Brown, Vice President, LIHTC Investments | Fannie Mae
Paul Cummings, Senior Vice President, Director of Originations and Capital Markets | National Affordable Housing Trust
Lisa Gutierrez, Senior Vice President, Director of Business Development, Affordable Housing | U.S. Bancorp Impact Finance
Ryan Sfreddo, Chief Executive Officer | Red Stone Equity Partners, LLC
NSPIRE Physical Inspection Primer
Review key aspects of the National Standards for the Physical Inspection of Real Estate protocol, including implementation deadlines, new scoring procedures, and best practices for applying the standard in multiple subsidy developments. Understand how staffing cuts at the U.S. Department of Housing and Urban Development headquarters and field offices may impact NSPIRE reporting requirements for the Housing Credit industry.
DISCUSSION LEADER
Renee Dickinson, Multifamily Compliance Manager | Minnesota Housing
SPEAKERS
Sherri Davio, Chief Executive Officer | Davio Consulting, LLC
Christine Martin, Director of Compliance-Multifamily | LDG Development, LLC
Connor McKenna, Director of Product Strategy | ProLink Solutions
Scott Precourt, Managing Partner | US Housing Consultants
Senior Housing Development Strategies
As the Baby Boom generation reaches its golden years, the need for affordable senior housing is increasing significantly every year. Explore strategies for developing senior housing using the Housing Credit, including issues related to financial structuring, project siting, architectural design, accessibility, and resident services. Discuss opportunities to use the Housing Credit to preserve existing affordable housing serving seniors.
DISCUSSION LEADER
Melanie Brewer, Senior Programs Administrator | Arizona Department of Housing
SPEAKERS
Paolo Cisneros, Project Manager | Preservation of Affordable Housing, Inc.
Jenn Krieher, Repositioning Manager | Baker Tilly Advisory Group, LP
Matt Rule, Senior Vice President, Housing and Asset Management | National Church Residences
Networking Reception in the Marketplace
Enjoy beverages and hors d’oeuvres while you connect with friends and make new contacts among the solution providers represented in this year’s Marketplace!
Sponsored by: 
Friday Jun 27
Sessions open to all registrants.
Badge Pick-Up & Registration
Plenary Breakfast: Analyzing Performance Trends to Inform Future Developments
Seated breakfast served 7:45 am – 8:45 am.
Hear the latest industry data on multifamily property performance and its impact on the existing Housing Credit portfolio. Explore trends in lease-up and occupancy rates, rent collection, insurance costs, operating expenses, financial performance, and other metrics. Consider how current portfolio performance trends may inform the development, siting, design, financial structuring, underwriting, and asset management of future deals.
DISCUSSION LEADER
Wubet Biratu, Director, Asset Management and Compliance | Washington State Housing Finance Commission
SPEAKERS
Jeff Adler, Vice President, Yardi Matrix | Yardi Systems Inc.
Rebecca Arthur, Partner | Novogradac & Company LLP
Michael Fairley, Account Manager, Investment | MRI Software/TCAM
Andrea Ponsor, President and Chief Executive Officer | Stewards of Affordable Housing for the Future
Sponsored by:
Break
CONCURRENT SESSIONS
New Housing Opportunities Through Adaptive Reuse
Explore opportunities to transform vacant office buildings, factories, schools, and commercial spaces into affordable housing using the Credit. Learn how to capitalize on the benefits of prime locations in proximity to transportation and resident services and strategies to overcome challenges associated with project design, zoning, and local approvals.
DISCUSSION LEADER
Sara Tichota, LIHTC Allocation Manager | Nebraska Investment Finance Authority
SPEAKERS
Clay Cooper, Senior Vice President and Director of Development | Woda Cooper Companies, Inc.
Peter Lawrence, Chief Public Policy Officer | Novogradac & Company LLP
Michael Polite, Senior Vice President, Development | Beacon Communities LLC
Fostering Fair Housing and Accessibility Compliance
Fair housing and disability rights advocates discuss best practices in fair housing and Section 504 compliance. Gain a better understanding of design and construction requirement safe harbors, accessibility laws, reasonable accommodation requests, and tips for identifying and correcting violations. Explore the intersection of disability rights and housing policy and the crucial role that qualified allocation plans play in creating equitable access to affordable housing.
DISCUSSION LEADER
Ted Johnson, Staff Services Manager | California Tax Credit Allocation Committee
SPEAKERS
Joshua Brown, Chief Operating Officer | E&A Team, Inc.
Randy McCall, Housing Compliance Trainer | US Housing Consultants
Greg Proctor, Chief Executive Officer | Lumina Partners, LLC
Break
CONCURRENT SESSIONS
Development and Tax Issues in Resyndications
As more Housing Credit developments approach their extended-use periods, developers are increasingly using resyndication as one of the primary tools for recapitalization and property rehabilitation. Gain a better understanding of the practical development considerations of a resyndication, significant tax issues associated with investor exit and new partnership agreements, and continuing obligations from the initial development that carry forward.
DISCUSSION LEADER
Margaret Murphy, Tax Credit Allocation Manager | Missouri Housing Development Commission
SPEAKERS
Perica Bell, Managing Director, Head of Preservation | April Housing
Glenn Graff, Partner | Applegate & Thorne-Thomsen, P.C.
Mark Mahoney, Partner and Senior Vice President, Treasury and Dispositions | Dominium
Beth Mullen, Partner | CohnReznick LLP
Artificial Intelligence and Compliance Tech Trends
Recent changes in Housing Credit compliance requirements are spurring significant advances in software and technology. Explore new tools to monitor compliance with AIT requirements, HOTMA income and asset rules, and the NSPIRE inspection protocol, as well as efficiencies gained through artificial intelligence, expedited tenant qualification procedures, and standardized compliance documents.
DISCUSSION LEADER
Melissa Donahue, Division Manager, Asset Management and Compliance | Washington State Housing Finance Commission
SPEAKERS
Jen Brewerton, Multifamily Practice Leader | Plummer and Associates
Jason Connolly, President | HOTB Software Solutions
Connor McKenna, Director of Product Strategy | ProLink Solutions
Jeffrey Promnitz, Chief Executive Officer | Zeffert & Associates, Inc.
