Agendas
HOME and Housing Trust Fund
All times Eastern. Agenda subject to change.
Speakers are published as they are confirmed.
UNLESS OTHERWISE NOTED, SESSIONS ARE OPEN TO ALL ATTENDEES REGISTERED FOR THE HOME AND HTF MODULE.
Sunday Jan 07
Badge Pick-Up & Registration
CONCURRENT SESSIONS
HOME Essentials, Part 1
New to the HOME program or looking for a refresher? Monte Franke guides you through the program basics, including eligible activities, affordability and income requirements, monitoring and compliance, community housing development organizations, and program deadlines.
TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting
HOME Rental Compliance, Part 1
Dive into the details of HOME rental compliance requirements with trainer Les Warner in an advanced session covering inspections, rents, utility allowances, income documentation, and tools to track the status of activities and compliance in your portfolio.
TRAINER
Les Warner, Senior Technical Specialist | ICF
Break
CONCURRENT SESSIONS
HOME Essentials, Part 2
Refer to the session description under Part 1.
TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting
HOME Rental Compliance, Part 2
Refer to the session description under Part 1.
TRAINER
Les Warner, Senior Technical Specialist | ICF
Break
CONCURRENT SESSIONS
HOME Essentials, Part 3
Refer to the session description under Part 1.
TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting
HOME Rental Compliance, Part 3
Refer to the session description under Part 1.
TRAINER
Les Warner, Senior Technical Specialist | ICF
Monday Jan 08
Badge Pick-Up & Registration
Continental Breakfast
PLENARY SESSION
Breaking News from HUD
Hear the latest developments on HOME, HOME-ARP, and the Housing Trust Fund (HTF) from senior officials at the U.S. Department of Housing and Urban Development (HUD), including updates on allocations, program performance, and expected guidance in 2024.
SPEAKERS
Danielle Frazier, Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Peter Huber, Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Henrietta Owusu, Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Ginny Sardone, Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Break
CONCURRENT SESSIONS
HOTMA, Part 1
The Housing Opportunity Through Modernization Act (HOTMA) makes several changes to the definitions of annual income, adjusted gross income, and assets for purposes of determining the eligibility of households for HUD-assisted housing. Learn about these changes and how to comply in this two-part session led by HUD officials.
SPEAKERS
Milagro Fisher, Senior Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Ian Goldfarb, Attorney-Advisor | U.S. Department of Housing and Urban Development
IDIS, Part 1: Basics
The Integrated Disbursement and Information System (IDIS) is the reporting system used by participating jurisdictions to track their HOME grants. Learn the basics of how to use IDIS in this session.
SPEAKERS
Courtney Christenson, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Danielle Frazier, Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Teresa Palacio, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Networking Lunch
Seated lunch served 12:00 p.m. – 1:00 p.m.
Zeffert’s Java Joint Open
Sponsored by: 
CONCURRENT SESSIONS
Build America, Buy America
New Build America, Buy America (BABA) domestic sourcing provisions could affect various HUD-assisted new housing construction. Learn about the specific products covered by BABA and how to document and report compliance.
SPEAKER
Sara Hernandez, Senior Advisor, Community Planning and Development | U.S. Department of Housing and Urban Development
HOTMA, Part 2
Refer to the session description under Part 1.
SPEAKERS
Milagro Fisher, Senior Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Ian Goldfarb, Attorney-Advisor | U.S. Department of Housing and Urban Development
IDIS, Part 2: Grant Closeout
Learn about how to close out HOME grants in HUD’s IDIS system from HUD technical experts.
SPEAKERS
Courtney Christenson, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Danielle Frazier, Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Teresa Palacio, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Break
CONCURRENT SESSIONS
NSPIRE Implementation Update
The new National Standards for the Physical Inspection of Real Estate (NSPIRE) program represents the most significant update to HUD’s physical inspection protocols in decades. Learn more about these changes and specific new requirements from HUD staff during this session.
SPEAKERS
Cody Bowles Affordable Housing Specialist | U.S. Department of Housing and Urban Development
Caitlin Renner, Assistant Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Ashley Sheriff, Deputy Assistant Secretary | U.S. Department of Housing and Urban Development
HOME-ARP, Part 1
HOME-ARP shares part of its name with the traditional HOME Investment Partnerships program but is very different from its namesake. Explore qualifying populations, preferences, and eligible activities under HOME-ARP in this two-part series.
TRAINERS
Stephanie Carl, Lead Community Development Specialist | ICF
Kristen Richmond, Senior Manager | ICF
Housing Trust Fund Essentials, Part 1
In this introductory session, expert trainers cover the Housing Trust Fund’s key statutory and regulatory requirements, federal funding updates, eligible activities and expenses, planning documents, and design of rental and homeownership programs.
TRAINER
Les Warner, Senior Technical Specialist | ICF
Break
CONCURRENT SESSIONS
HOME-ARP, Part 2
Refer to the session description under Part 1.
TRAINERS
Stephanie Carl, Lead Community Development Specialist | ICF
Kristen Richmond, Senior Manager | ICF
Using HOME for Home Buyer Assistance
Discuss home buyer assistance programs, including underwriting, resale and recapture provisions, responsible lending and subordination, and special considerations when HOME assistance is provided through mortgage lenders.
Presentation
HOME Homebuyer Program Compliance Review & Assessment, Rev 07.12.2023
HOME Homebuyer Program Feasibility Tool, Rev. 10.09.2023
Sample Written Agreement PJ and LI Buyer – Recapture, Rev 10.26.2023
TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting
Housing Trust Fund Essentials, Part 2
Refer to the session description under Part 1.
TRAINER
Les Warner, Senior Technical Specialist | ICF
HOME and Housing Trust Fund Happy Hour
Reunite with old friends and make new ones among your peers in the affordable housing community.
Tuesday Jan 09
Badge Pick-Up & Registration
Continental Breakfast
CONCURRENT SESSIONS
VAWA Compliance for HUD Properties
Updates to the Violence Against Women Act (VAWA) mean new requirements for owners and managers of HUD-assisted housing. Learn about these new requirements and how they help protect survivors in this session offered jointly by HUD officials from the Office of the Secretary and Fair Housing and Equal Opportunity.
SPEAKERS
Doug Carlson, Chief Executive Officer and Managing Partner | Community Development Strategies LLC
Laura Kovach, Gender-Based Violence and Public Health Specialist | The Cloudburst Group
Suzanne Marcus, Gender-based Violence and Housing Specialist, Public Health | The Cloudburst Group
Karlo Ng, Director on Gender-Based Violence Prevention and Equity | U.S. Department of Housing and Urban Development
Multiple Subsidy Deal Structuring and Compliance
Explore the intricacies of structuring deals that rely on Housing Credit equity as well as HOME or HTF. Learn how to reconcile differing compliance requirements across subsidies.
TRAINER
Stephen Lathom, Senior Consultant | TDA Consulting
Break
COMMUNITY MEET-UPS
OPEN ONLY TO HFA AND ASSOCIATE MEMBERS REGISTERED FOR THE HOME MODULE
HOME-ARP Meet-Up
Connect with your colleagues from across the nation about challenges and strategies for implementing HOME-ARP programs.
DISCUSSION LEADERS
Cathy Colby, Senior Manager, HOME and HTF Programs | West Virginia Housing Development Fund
Abigail Phillips, HOME-ARP Program Manager | Kansas Housing Resources Corporation
HOME and HTF Meet-Up
Join other HOME and HTF administrators in an informal and candid conversation about all aspects of HOME and HTF program administration.
DISCUSSION LEADERS
Mechele Grimes, Housing Specialist, HOME Program | Nebraska Department of Economic Development
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority
