Agenda

Thank you to our attendees, speakers, and trainers. Access the presentations.


MODULE MENU
Select the module name to access the module agenda.

January 7 – 9:  HOME and Housing Trust Fund
January 9 – 11:  Housing Credit

January 10 – 12:  MRBs and Other Federal Homeownership Programs

January 10 – 12:  Section 8 and Other Federally Assisted Multifamily Housing

Registration Options and Policies

Information for Speakers


HOME AND HOUSING TRUST FUND
Schedule subject to change

SUNDAY, JANUARY 7

11:00 a.m. – 5:30 p.m.
Registration and Information

1:00 p.m. – 3:30 p.m. CONCURRENT SESSIONS
HOME Administration, Part 1
Examine the ins and outs of recent HOME policy and regulatory changes. This advanced training led by Les Warner provides guidance and strategies to address implementation challenges based on the 2013 HOME rule, financial oversight options for your portfolio, and a “how to” on implementing monitoring fees.

Trainer:
Les Warner, Senior Technical Specialist | ICF International

HOME Essentials, Part 1
Monte Franke is back by popular demand to lead this two-part training for anyone new to the HOME program or looking to brush up on HOME program basics. This course covers HOME program essentials, including eligible activities, affordability and income requirements, monitoring and compliance, community housing development organizations (CHDOs), and program deadlines.

Trainer:
Monte Franke, Principal | Franke Consulting Group

3:45 p.m. – 5:30 p.m. CONCURRENT SESSIONS
HOME Administration, Part 2
See session description under Part 1.

Trainer:
Les Warner, Senior Technical Specialist | ICF International

HOME Essentials, Part 2
See session description under Part 1.

Trainer:
Monte Franke, Principal | Franke Consulting Group

MONDAY, JANUARY 8

7:30 a.m. – 5:15 p.m.
Registration and Information

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:30 a.m. PLENARY SESSION
Breaking News from HUD

Department of Housing and Urban Development (HUD) officials bring you the latest developments on HOME and the Housing Trust Fund (HTF). Get updates on allocations, program performance, and expected guidance in 2018.

Discussion Leader:
Garth Rieman, Interim Executive Director | National Council of State Housing Agencies

Introductory Remarks:
Neal Rackleff, Assistant Secretary, Office of Community Planning and Development | U.S. Department of Housing and Urban Development

Participants:
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

10:45 a.m. – 12:30 p.m. CONCURRENT SESSIONS
IDIS for HOME and HTF

Find out what’s new in the Integrated Disbursement Information System (IDIS) for both HOME and HTF. Ask HUD IDIS experts your questions directly.

Participants:
Vashawn Banks, Director, Financial Information Services Division | U.S. Department of Housing and Urban Development
Jessica Suimanjaya, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Quinn Warner, Affordable Housing Specialist, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development

Implementing the Violence Against Women Act
Understand HOME and HTF grantee responsibilities for implementing the Violence Against Women Act (VAWA), including core protections, lease bifurcation, and minimum requirements for emergency transfer plans.

Participants:
David Jones, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Brian Varrieur, Attorney Advisor | U.S. Department of Housing and Urban Development

12:30 p.m. – 1:45 p.m.
Lunch

1:45 p.m. – 3:15 p.m. CONCURRENT SESSIONS
Community Housing Development Organizations

Review and discuss community housing development organization (CHDO) certification rules, reservation deadlines, and nonprofit capacity issues and workouts. Explore how HFAs are identifying CHDOs, fostering their creation and success, and assessing their qualifications and capabilities.

Trainer:
Monte Franke, Principal | Franke Consulting Group

Homebuyer Program Policies and Procedures
How does your homebuyer program measure up? Review HOME requirements for Homebuyer Program Policies and Procedures.

Participants:
Brice Eidson, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Stephen Lathom, Senior Project Manager | TDA Consulting

Income Eligibility for HOME and HTF
Learn the basics of determining and documenting income for HOME and HTF beneficiaries, including a demonstration of the Community Planning and Development (CPD) Income Calculator. Discuss best practices, including how to communicate these requirements to staff, sub-recipients, and property managers.

Trainer:
Shawna LaRue Moraille, Senior Technical Specialist | ICF International

3:30 p.m. – 4:15 p.m. CONCURRENT CLINICS
Clinics give attendees the opportunity to talk directly with senior HUD officials about critical HOME and HTF issues.

Clinic: HUD's CPD Programs in Disaster Recovery and Resilience

Participant:
Jessie Kome, Deputy Director, Office of Block Grant Assistance | U.S. Department of Housing and Urban Development

Clinic: HOME and HTF Environmental Reviews

Participant:
Lauren McNamara,
CPD Program Environmental Clearance Officer | U.S. Department of Housing and Urban Development

Clinic: HOME and HTF in RAD Deals

Participants:
Joshua Furman Affordable Housing Specialist | U.S. Department of Housing and Urban Development
William Rudy, Director, Relocation and Real Estate Division | U.S. Department of Housing and Urban Development
Ginny Sardone, Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development

Clinic: Utility Allowances 

Participant:
Caitlin Ott, Assistant Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development

4:30 p.m. – 5:15 p.m. CONCURRENT CLINICS 

Clinic: HOME Regulations Q&A

Participants:
Caitlin Ott, Assistant Director, Program Policy Division, 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

Clinic: Identifying and Linking Community-Based Services

Trainer:
Antonia Gallo, Senior Manager | ICF International

Clinic: Preserving HOME Units

Trainers:
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Project Manager | TDA Consulting

5:15 p.m. – 6:15 p.m.
HOME and Housing Trust Fund Happy Hour

TUESDAY, JANUARY 9

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 5:30 p.m.
Registration and Information

8:30 a.m. – 10:00 a.m. COMMUNITY MEET-UPS
Open to NCSHA member HFAs and state HOME administrators only

Homeownership Community Meet-Up
Join other HOME and HTF administrators in an informal and candid conversation about homeownership opportunities and hurdles, IDIS, CHDO requirements, and fair housing rules. Exchange ideas on program design, down payment assistance, and housing counseling.

Discussion Leaders:
Deborah Davis, Programs and Initiatives Manager | New Mexico Mortgage Finance Authority
Dale Quisgard, HOME Program Manager | Maryland Department of Housing and Community Development

Rental Community Meet-Up
Join other HOME and HTF administrators to discuss rental challenges and opportunities, IDIS, CHDO requirements, and fair housing rules. Share ideas on underwriting, monitoring, and loan servicing.

Discussion Leaders:
Catherine Colby, Senior Manager, HOME and HTF Programs | West Virginia Housing Development Fund
William Lord, Housing Program Manager | Tennessee Housing Development Agency

10:15 a.m. – 11:30 a.m. CONCURRENT SESSIONS
Fair Housing for HOME and HTF Grantees

Discuss what the Affirmatively Furthering Fair Housing rule means for HOME and HTF grantees. Get an update from HUD on its efforts to develop its state Fair Housing Assessment and Data and Mapping tools. Consider how HUD’s draft state Fair Housing Assessment Tool can be used to inform each state's Analysis of Impediments.

Discussion Leader:
Clarence Stone, Director, Legal Affairs | Michigan State Housing Development Authority

Participants:
Anna Maria Farias, Assistant Secretary, Fair Housing and Equal Opportunity | U.S. Department of Housing and Urban Development
Alissa Ice, Underwriter and National Housing Trust Fund Coordinator | Missouri Housing Development Commission
Bithia Ratnasamy, Housing Policy Specialist | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

Strategic Approaches to HOME, HTF, and the Housing Credit
Explore how states’ roles as HOME or HTF lenders and Low Income Housing Tax Credit (Housing Credit) allocators affect their strategic approaches to managing these resources. Hear about policy and structuring options to mitigate the risk involved with using HOME and HTF funds. As the pace of initial HTF closings accelerates, examine early lessons learned in coordinating these similar but different production programs.

Trainer:
Stephen Lathom, Senior Project Manager | TDA Consulting

Return to the module menu


HOUSING CREDIT
Schedule subject to change

TUESDAY, JANUARY 9
Open to NCSHA member HFAs and member Housing Credit allocating agencies only

8:30 a.m. – 5:30 p.m.
Registration and Information

10:15 a.m. – 11:30 a.m. PRE-CONFERENCE TRAINING
Housing Credit Program Basics

Join us for this overview of Housing Credit program essentials with a special focus on state agency administration. Topics include Credit ceiling components, minimum development requirements, income and rent restrictions, qualified allocation plans, financial feasibility analysis, Credit calculation, compliance monitoring requirements, and IRS reporting.

Trainer:
James Tassos, Senior Legislative and Policy Associate | National Council of State Housing Agencies

1:00 p.m. – 1:45 p.m. PLENARY SESSION
Washington Update

NCSHA’s policy team reviews the tax reform outcome and its impact on the Housing Credit and Housing Bonds and previews the 2018 congressional tax and appropriations agenda. Hear what it took to save private activity Housing Bonds and what we must do now to further strengthen the Housing Credit and Bond programs and advance other HFA priorities.

Participants:
Garth Rieman, Interim Executive Director | National Council of State Housing Agencies
Jennifer Schwartz, Assistant Director for Tax Policy and Advocacy | National Council of State Housing Agencies

1:45 p.m. – 3:15 p.m. PLENARY SESSION
IRS Policy Briefing

Senior Internal Revenue Service officials meet with allocating agency representatives to discuss Housing Credit guidance and program administration issues.

Discussion Leader:
James Tassos, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Participants:
Nicole Cimino, Branch Chief, Office of Chief Counsel | Internal Revenue Service
Jian Grant, Senior Technician Reviewer, Office of Chief Counsel | Internal Revenue Service
James Holmes, Senior Attorney, Office of Chief Counsel | Internal Revenue Service
George Lydford, Senior Program Analyst, Examination Quality and Technical Support | Internal Revenue Service
James Rider, General Attorney (Tax), Office of Chief Counsel | Internal Revenue Service

3:30 p.m. – 5:30 p.m. COMMUNITY MEET-UPS
Housing Credit Development Community Meet-Up

Allocating agency development officials consider implementation of NCSHA’s newly released Recommended Practices in Housing Credit Administration, share experiences addressing allocation and underwriting challenges, and discuss emerging issues in program administration.

Discussion Leaders:
Shawn Colbert, Director of Housing Development | New Mexico Mortgage Finance Authority
Anthony Zeto, Deputy Director | California Tax Credit Allocation Committee

Housing Credit Compliance Community Meet-Up
Allocating agency compliance officials consider implementation of NCSHA’s newly released Recommended Practices in Housing Credit Administration, share experiences in Housing Credit monitoring, and discuss emerging issues in program compliance.

Discussion Leader:
Jennifer Marchand, Multifamily Program Compliance Technical Advisor | Oregon Housing and Community Services
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority

WEDNESDAY, JANUARY 10
Open to all

7:30 a.m. – 5:30 p.m.
Registration and Information

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:00 a.m. PLENARY SESSION
2018 Housing Credit Program Outlook

Housing Credit industry leaders preview 2018 program activity, including the impact of tax reform on the Credit and bonds, prospects for legislation to strengthen and expand the Credit, the soon-to-be-released Government Accountability Office report on development costs, implementation of the Housing Trust Fund, equity market activity, and NCSHA’s Recommended Practices in Housing Credit Administration.

Discussion Leader:
Jennifer Schwartz, Assistant Director for Tax Policy and Advocacy | National Council of State Housing Agencies

Participants:
Anthony Freedman, Partner | Holland & Knight LLP
Scott Hoekman, Senior Vice President and Chief Credit Officer | Enterprise Community Investment, Inc.
Priya Jayachandran, Senior Vice President, Housing Development | Volunteers of America
Michael Novogradac, Managing Partner | Novogradac & Company LLP
Buzz Roberts, President and Chief Executive Officer | National Association of Affordable Housing Lenders
Lisa Vatske, Director, Multifamily Housing and Community Facilities | Washington State Housing Finance Commission

10:15 a.m. – 11:45 a.m. CONCURRENT SESSIONS
Advancing Allocation Policy

Senior allocating agency development officials discuss 2018 Qualified Allocation Plan (QAP) changes, new strategies for Housing Credit allocation, and implementation of NCSHA recommended practices. Explore solutions to current program challenges including increasing demands on the Credit, refining development cost limits, balancing housing needs and priorities, and preserving affordability in the Credit portfolio.

Discussion Leader:
Jennifer Schwartz, Assistant Director for Tax Policy and Advocacy | National Council of State Housing Agencies

Participants:
Edward Barnett , Team Leader, Multifamily Housing | Maryland Department of Housing and Community Development
Laurel Hart, Housing Finance & Development Division Director | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Summer Jefferson, Tax Credit Program Manager | Minnesota Housing
Matt Rayburn, Deputy Executive Director and Chief Real Estate Development Officer | Indiana Housing and Community Development Authority

Compliance Hot Topics
Federal agency officials discuss current topics in Housing Credit compliance, including forthcoming IRS program guidance, disaster relief, HUD tenant data collection efforts, and expansion of the federal physical inspection alignment initiative.

Discussion Leader:
Valeri Pate, Director, Asset Management and Compliance | Washington State Housing Finance Commission

Participants:
Dina Elani, Office of the REAC Deputy Assistant Secretary | U.S. Department of Housing and Urban Development
Michael Hollar, Senior Economist | U.S. Department of Housing and Urban Development
George Lydford, Senior Program Analyst, Examination Quality and Technical Support | Internal Revenue Service
James Rider, General Attorney (Tax), Office of Chief Counsel | Internal Revenue Service

11:45 a.m. – 1:00 p.m.
Lunch

1:00 p.m. – 2:15 p.m. CONCURRENT SESSIONS
Multiple Subsidy Compliance Seminar

Learn how to resolve conflicting compliance requirements in Housing Credit developments with multiple subsidies. Understand how project-based Section 8, Housing Choice Vouchers, the Rental Assistance Demonstration (RAD), and HOME assistance impact Housing Credit compliance rules and state agency monitoring responsibilities.

Discussion Leader:
Susan Westbrook, Supervisor of Rental Compliance Operations | North Carolina Housing Finance Agency

Participants:
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
Oke Johnson, Managing Director, Compliance Services | LEDIC Realty Company, LLC

Promoting Reasonable Cost and Long-Term Affordability
Examine best practices in controlling Housing Credit development costs while ensuring the construction quality necessary for 30-year affordability. Analyze development cost drivers and the impact of construction material choices on durability and operating costs. Determine the appropriate balance between development cost and quality.

Discussion Leader:
Darrell Beavers, Housing Development Team Leader | Oklahoma Housing Finance Agency

Participants:
Bryan Grady, Research Analyst | Ohio Housing Finance Agency
Andrew Jakabovics, Senior Director, Policy Development & Research | Enterprise Community Partners, Inc.
Jack Sipes, Partner and Senior Vice President of Property Management | Dominium
Dirk Wallace, Partner | Novogradac & Company LLP

2:30 p.m. – 4:00 p.m. CONCURRENT SESSIONS
Strengthening Compliance Policy

Senior allocating agency compliance officials preview recent changes in monitoring policies, new strategies for Housing Credit compliance, and implementation of NCSHA recommended practices. Discuss solutions to current monitoring challenges including growing portfolios, physical inspections, continued compliance in the extended use period, resyndication issues, and ownership transfers.

Discussion Leader:
James Tassos, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Participants:
Christine Bennett, Training and Operations Manager | Ohio Housing Finance Agency
Renee Dickinson, Multifamily Compliance Manager | Minnesota Housing
Ammer Singh, Compliance Program Manager | California Tax Credit Allocation Committee
 

Expanding Housing Opportunity with the Credit
Discover strategies for facilitating Housing Credit development in diverse locations, including areas of opportunity and distressed neighborhoods. Consider the impact of HUD’s Affirmatively Furthering Fair Housing rule on siting, approaches to NIMBY challenges, and the importance of tenant needs in locating affordable housing.

Discussion Leader:
Gregory Hare, Director, Multifamily Housing | Maryland Department of Housing and Community Development

Participants:
Anthony Freedman, Partner | Holland & Knight LLP
Philip Gilman, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Chickie Grayson, President and Chief Executive Officer | Enterprise Homes, Inc.
Mark Shelburne, Senior Manager, Public Policy | Novogradac & Company LLP

4:15 p.m. – 5:30 p.m. CONCURRENT SESSIONS
Ensuring VAWA Compliance

Explore the Violence Against Women Act (VAWA) and its impact on Housing Credit developments. Discuss VAWA requirements and implementation strategies, including tenant notice requirements, emergency transfer plan procedures, lease bifurcation policies, and property manager training.

Trainers:
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
 

Proactive Construction Monitoring
Examine the benefits of site visits during the construction period, including verifying Housing Credit application commitments, confirming the capital needs of rehabilitations, evaluating fair housing and accessibility compliance, monitoring construction progress, and identifying potential delays.

Discussion Leader:
Cynthia Deakyne, Housing Development Administrator | Delaware State Housing Authority

Participants:
Mark English, President | E&A Team, Inc.
Christopher LaGrand, Senior Vice President and Corporate Counsel | The Woda Group, Inc.
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP

5:30 p.m. – 6:30 p.m.
Housing Credit Happy Hour

THURSDAY, JANUARY 11
Open to all

7:30 a.m. – 5:30 p.m.
Registration and Information

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:00 a.m. PLENARY SESSION
Fair Housing Development and Compliance Primer

Federal officials and trainers address current issues in fair housing and accessibility, including architectural plan review, construction inspections, tenant selection criteria, affirmative fair housing marketing plans, and litigation relating to discrimination and accessibility violations.

Discussion Leader:
Bettie Teasley, Director, Research and Planning | Tennessee Housing Development Agency

Participants:
Mark English, President | E&A Team, Inc.
Ryan Lee, Trial Attorney, Housing and Civil Enforcement, Civil Rights Division | U.S. Department of Justice
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP

10:15 a.m. – 11:45 a.m. PLENARY SESSION
Preservation and Compliance Strategies in the Extended-Use Period

Consider current development and compliance challenges in the Housing Credit portfolio. Explore preservation financing options, including tax-exempt bonds, recapitalization loans, and resyndication. Understand compliance issues related to acquisition and rehabilitation, qualification of existing tenants, and application of new income limits.

Discussion Leader:
Rebecca Frawley Wachtel, Tax Credits and HOME Program Director | Massachusetts Department of Housing and Community Development

Participants:
Laura Abernathy, Director of State and Local Policy | National Housing Trust
Jen Joyce Brewerton, Director of Compliance and Asset Management | Dominium
Anthony Freedman, Partner | Holland & Knight LLP
H. Blair Kincer, Partner | Novogradac & Company LLP
Lydia Tom, Senior Advisor | Enterprise Community Partners, Inc.

Return to the module menu


MRBs AND OTHER FEDERAL HOMEOWNERSHIP PROGRAMS
Schedule subject to change

WEDNESDAY, JANUARY 10

7:30 a.m. – 5:30 p.m.
Registration and Information

12:30 p.m. – 2:00 p.m. PRE-CONFERENCE SESSION
Hardest Hit Fund Meeting with Treasury

Open to NCSHA member HFAs in the Hardest Hit Fund program and invited guests only; lunch is on your own.

Discussion Leader:
Greg Zagorski, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Participants:
Danielle Johnson-Kutch, Chief Ownership Preservation Officer | U.S. Department of the Treasury
Hannah Resig, Policy Analyst, Office of Financial Stability | U.S. Department of the Treasury
Ben Shepard, Policy Analyst, Office of Financial Stability | U.S. Department of the Treasury

2:30 p.m. – 4:00 p.m. PLENARY SESSION
Single-Family Financing Essentials: Mortgage Revenue Bonds

This overview of the Mortgage Revenue Bond (MRB) and Mortgage Credit Certificate (MCC) programs is designed for newcomers and experienced professionals looking for a refresher. Industry experts cover income and property eligibility requirements, bond issuance and structuring, compliance monitoring, and trustee and rating agency roles. Hear about the latest legislative and market developments and what they mean for your bond programs.

Discussion Leader:
Lisa DeBrock, Director, Homeownership | Washington State Housing Finance Commission

Participants:
Damian Busch, Director | Barclays
Mitchell Gallo, Director | RBC Capital Markets
Rachael McDonald, Vice President/Senior Credit Officer | Moody's Investors Service
Kathleen Orlandi, Partner | Hawkins Delafield & Wood LLP
Geoffrey Proulx, Executive Director | Morgan Stanley

4:15 p.m. – 5:30 p.m. PLENARY SESSION
Single-Family Financing Essentials: MBS and TBA

Explore how you can use securitization to support your single-family programs. Review the basics of mortgage-backed securities (MBS) and the to-be-announced (TBA) market. Consider strategies for hedging, pipeline management, and using the TBA execution with MRBs.

Discussion Leader:
Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority

Participants:
Mike Awadis, Managing Director | Hilltop Securities Inc.
Patricia Ho, Vice President | Caine Mitter & Associates Incorporated
Richard Kubanik, Associate Director | S&P Global Ratings

THURSDAY, JANUARY 11

7:30 a.m. – 5:30 p.m.
Registration and Information

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:00 a.m. PLENARY SESSION
Washington Outlook
NCSHA staff provide an update on key affordable homeownership issues, including NCSHA's efforts to save private activity bonds in tax reform and housing finance reform. Top officials with the Federal Housing Administration (FHA), U.S. Department of Agriculture (USDA), and Ginnie Mae discuss the Administration’s plans and goals for their agencies’ single-family programs.

Discussion Leader:
Garth Rieman, Interim Executive Director | National Council of State Housing Agencies

Participants:
Curtis Anderson, Acting Administrator, Rural Housing Service | U.S. Department of Agriculture
Michael Bright, Executive Vice President and Chief Operations Officer | Ginnie Mae
Gisele Roget, Deputy Assistant Secretary for Single Family Housing | U.S. Department of Housing and Urban Development

10:15 a.m. – 12:00 p.m. PLENARY SESSION
A Briefing with FHA, Ginnie Mae, USDA, and VA

Senior homeownership program officials from FHA, Ginnie Mae, USDA, and Veterans’ Affairs (VA) delve into the details of the latest program guidance and regulations. Find out how to utilize federal programs more effectively. Examine new agency program compliance requirements and how they will impact HFA lending activities.

Discussion Leader:
Brenda Walker, Managing Director of Single-Family Programs | Kentucky Housing Corporation

Participants:
Michael Bright, Executive Vice President and Chief Operations Officer | Ginnie Mae
Mark Connors, Lender Liaison | U.S. Department of Veterans Affairs
Cathy Glover, Acting Deputy Administrator - Single Family Housing | U.S. Department of Agriculture
Kevin Stevens, Director, Home Mortgage Insurance Division | U.S. Department of Housing and Urban Development (invited)

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 2:30 p.m. CONCURRENT SESSIONS
Servicing Essentials, Part 1: Federal Insurers
Top servicing policy-makers from FHA, USDA, and VA answer your questions on complying with federal program servicing guidelines, including issues related to insurance claims and loan modifications. Hear about possible new servicing policies and guidance for the coming year.

Discussion Leader:
Theresa Laredo-Garcia, Director of Servicing | New Mexico Mortgage Finance Authority

Participants:
James Hass, Housing Program Specialist | U.S. Department of Housing and Urban Development (invited)
Richard Kane, Finance and Loan Analyst, Single-Family Guaranteed Loan Program | U.S. Department of Agriculture
Andy Trevayne, Assistant Director for Loan and Property Management | U.S. Department of Veterans Affairs (invited)

Update on Fannie, Freddie, and the FHLBs
Discover how to partner with Fannie Mae, Freddie Mac, and the Federal Home Loan Banks (FHLBs) to expand affordable homeownership. Consider how the GSEs’ affordable loan products, the duty-to-serve rule, and the Common Securitization Platform could impact your lending programs.

Discussion Leader:
Lee Ann Smith, Director, Single Family Programs | Oklahoma Housing Finance Agency

Participants:
John Stochetti, Executive Vice President, Mortgage Partnership Finance & Project Management Office | Federal Home Loan Bank of Chicago
Erin Quinn, Director, HFA Engagement | Freddie Mac
Jessica Wright, Customer Account Manager, Single Family | Fannie Mae

2:45 p.m. – 4:00 p.m. CONCURRENT SESSIONS
Compliance Update

Examine the latest regulations impacting HFA bond programs. Discuss how to better manage the increasing compliance burden impacting HFA affordable homeownership programs.

Discussion Leader:
James Kinyon, Assistant Counsel | Connecticut Housing Finance Authority

Participants:
Drew Page, Partner | Kutak Rock LLP
Howard Tolley, Compliance Manager | Utah Housing Corporation

Servicing Essentials, Part 2: Managing Your Portfolios
Learn how your agency can more efficiently and effectively manage its single-family loan and real estate-owned property portfolios. Review with FHA and its Mortgagee Compliance Manager how best to meet HUD’s conveyance and re-conveyance standards. Consider how to manage overlapping regulatory and quality control requirements.

Participants:
Arthur Chin, Director, Single Family Post Insurance Division | U.S. Department of Housing and Urban Development (invited)
Matt Martin, Director, Servicing & Loss Mitigation | Federal Housing Administration (invited)
Donna Schmidt, Managing Director | DLS Servicing Consultants, LLC
 

4:15 p.m. – 5:30 p.m. CONCURRENT SESSIONS
Dialogue on Down Payment Assistance

Discuss the pros and cons of various down payment assistance structures, including grants, amortizing loans, and forgivable seconds. Explore how to structure and finance your down payment assistance programs to support borrowers and maintain sustainability.

Discussion Leader:
Cynthia Peraza, Director of Single Family Special Programs | Tennessee Housing Development Agency

Participants:
Robert Chrane, Chief Executive Officer | Down Payment Resource
Rhonda Ronnow, Director, Single Family Loan Operations | Tennessee Housing Development Agency
Carol A. Wilson, Director of Single-Family Programs | Wyoming Community Development Authority

Servicing Essentials, Part 3: CFPB and the GSEs
An industry expert outlines strategies for complying with CFPB’s mortgage servicing rules. Fannie Mae and Freddie Mac staff talk about their latest servicing policies. Examine ways HFAs can effectively manage their compliance and quality control efforts.

Discussion Leader:
Kathryn Newton, Director of Loan Servicing | Pennsylvania Housing Finance Agency

Participants:
Mike Jones, Director | Navigant
Ryan McGuinness, Director, Mortgage Servicing Policy | Freddie Mac
Vikki Pedersen, Product Owner, Servicing Management Default Underwriter | Fannie Mae

5:30 p.m. – 6:30 p.m.
MRBs and Section 8 Happy Hour

FRIDAY, JANUARY 12

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 11:30 a.m.
Registration and Information

8:30 a.m. – 10:00 a.m. PLENARY SESSION
Pressing Issues in Affordable Homeownership

Take part in a wide-ranging discussion, featuring HFA staff, industry leaders, and outside experts, about current and future developments, affordable homeownership, and the housing finance market post-tax reform. Aleading housing expert offers insights into policy issues impacting the mortgage markets and homeownership trends.

Discussion Leader:
Greg Zagorski, Senior Legislative and Policy Associate | National Council of State Housing Agencies

Participants:
Edward Golding, Nonresident Fellow, Housing Finance Policy Center | Urban Institute
Patricia Hippe, Chief Financial Officer | Colorado Housing and Finance Authority
James Stretz, Senior Vice President | George K. Baum & Company
Harper Wong, Director, Community Lending Solutions | Mortgage Guaranty Insurance Corporation

10:15 a.m. – 12:00 p.m. COMMUNITY MEET-UPS
Open to NCSHA member HFAs only

Loan Servicing Community Meet-Up
Join your HFA peers for a frank and open conversation about issues and challenges you face, including complying with federal regulations, loss mitigation, and property management. Consider what you learned at the conference and what it could mean for your servicing operations going forward.

Discussion Leader:
Amy White, Vice President, Mortgage Servicing | Utah Housing Corporation

Single-Family Program Community Meet-Up
Join your HFA peers for an informal and candid conversation about the issues impacting single-family programs, including MRBs and tax reform, secondary financing, reaching new borrowers, and adapting to an increasingly automated lending market.

Discussion Leaders:
Sheryl Angst, Interim Housing Finance Chief/Secondary Marketing and Product/Business Development Manager | California Housing Finance Agency
Maddy Ciulu, Director | Maryland Department of Housing and Community Development

Return to the module menu


SECTION 8 AND OTHER FEDERALLY ASSISTED MULTIFAMILY HOUSING
Schedule subject to change

WEDNESDAY, JANUARY 10

7:30 a.m. – 5:30 p.m.
Registration and Information

2:30 p.m. – 4:00 p.m. PLENARY SESSION
HUD Multifamily Program Update

Senior HUD officials share the latest from the Office of Multifamily Housing Programs. Hear about the Administration’s priorities, multifamily finance initiatives, and Performance-Based Contract Administration (PBCA) program developments. Delve into how these and other changes will impact the PBCA portfolio.

Discussion Leader:
Garth Rieman, Interim Executive Director | National Council of State Housing Agencies

Participants:
Robert Iber, Acting Deputy Assistant Secretary, Office of Multifamily Housing | U.S. Department of Housing and Urban Development
Yvette Viviani, Chief, Office of Housing Assistance Contract Administration Oversight | U.S. Department of Housing and Urban Development
Dana Wade, General Deputy Assistant Secretary, Office of Housing | U.S. Department of Housing and Urban Development (invited)

4:15 p.m. – 5:30 p.m. PLENARY SESSION
A Conversation with Federal Multifamily Finance Partners

Join federal officials as they survey various multifamily finance tools, including rental housing financing programs from USDA Rural Development, the HUD FHA–HFA Risk-Sharing program, Rental Assistance Demonstration (RAD), and other financing programs. Learn what these federal partners have planned for 2018 and what opportunities they offer HFAs.

Discussion Leader:
Gregory Hare, Deputy Director of Rental Services | Maryland Department of Housing and Community Development

Participants:
Joyce Allen, Deputy Administrator for Multifamily Housing | U.S. Department of Agriculture
Donald Billingsley, Director, Program Administration Division, Office of FHA Multifamily Production | U.S. Department of Housing and Urban Development
Tom Davis, Director, Office of Recapitalization | U.S. Department of Housing and Urban Development
Christopher Tuttle, Director of Lending, Federal Financing Bank | U.S. Department of the Treasury

THURSDAY, JANUARY 11

7:30 a.m. – 5:30 p.m.
Registration and Information

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:00 a.m. PLENARY SESSION
Industry Outlook

Industry leaders share their perspectives on what to expect in 2018 from the Administration and Congress, federal funding for Section 8 and other multifamily programs, HUD’s PBCA program, and the impact of recent legislative and regulatory changes on HUD property management and preservation.

Discussion Leader:
Althea Arnold, Legislative and Policy Associate | National Council of State Housing Agencies

Participants:
Linda Couch, Director, Housing Policy and Priorities | LeadingAge
Larry Keys, Director, Government Affairs | National Affordable Housing Management Association
Ellen Lurie Hoffman, Federal Policy Director | National Housing Trust
Denise Muha, Executive Director | National Leased Housing Association

10:15 a.m. – 12:00 p.m. PLENARY SESSION
A Procurement Practicum

In anticipation of HUD’s forthcoming Request for Proposals (RFP) to rebid PBCA work, explore the ins and outs of bid preparation requirements and protest options.

Trainer:
Barbara Duncombe, Partner | Taft Stettinius & Hollister LLP

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 2:30 p.m. PLENARY SESSION
Hot Topics in Contract Administration, Part 1

Expert trainer Mary Ross is back by popular demand to address the most pressing issues facing contract administrators. Join Ross to examine recent and upcoming changes to HUD Section 8 contract administration and assisted housing requirements, including implementing Housing Opportunities Through Modernization Act (HOTMA) provisions, the Violence Against Women Act (VAWA), and the Tenant Rental Assistance Certification System (TRACS).

Trainer:
Mary Ross, President | Ross Business Development

2:45 p.m. – 4:00 p.m. PLENARY SESSION
Hot Topics in Contract Administration, Part 2

See session description under Part 1.

Trainer:
Mary Ross, President | Ross Business Development

4:15 p.m. – 5:30 p.m. PLENARY SESSION
Hot Topics in Contract Administration, Part 3

See session description under Part 1.

Trainer:
Mary Ross, President | Ross Business Development

5:30 p.m. – 6:30 p.m.
Section 8 and MRBs Happy Hour

FRIDAY, JANUARY 12

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 11:30 a.m.
Registration and Information

8:30 a.m. – 10:00 a.m. CONCURRENT SESSIONS
HFA Multifamily Financing Roundtable

Discuss the latest trends in multifamily housing finance and how HFAs are addressing the rental housing needs of their states. Share innovative HFA models, including partnerships with Fannie Mae, Freddie Mac, and Federal Home Loan Banks.

Discussion Leader:
Ellen Duffy, Senior Vice President for Debt Issuance/Finance | New York City Housing Development Corporation

Participants:
Christopher Donald, Senior Vice President, Multifamily Lending and Neighborhood Investments | District of Columbia Housing Finance Agency
Marni Holloway, Director of Multifamily Finance | Texas Department of Housing and Community Affairs
Bob Simpson, Vice President, Multifamily | Fannie Mae
Shaun Smith, Senior Director, Targeted Affordable Production | Freddie Mac

PBCA Workshop (Open to NCSHA member HFAs; by invitation only)
In small HFA-only groups, delve into what is needed to successfully bid on HUD’s upcoming PBCA RFP.

10:15 a.m. – 11:45 a.m. COMMUNITY MEET-UP
Open to NCSHA member HFAs only

Contract Administration Community Meet-Up
Engage in an informal and open discussion with your HFA peers about what you have heard in previous sessions. Exchange best practices and get answers to your most pressing questions, including those on contract administration, financing techniques, asset management, and compliance monitoring.

Discussion Leaders:
Linda Demmi, Manager of Contract Administration | Pennsylvania Housing Finance Agency
Laurie Fritz, Director Asset Management | Kansas Housing Resources Corporation

Return to the module menu

Registration Options and Policies

 

Extend the Institute Experience — Two Options!

Six-Day Pass*
Attend all four HFA Institute modules for a reduced price! Attend sessions in any module throughout the week, as your schedule allows. See the fee schedule above for pricing and early deadlines.

Add-On Pass: $195*
Make the most of your time in Washington, DC: Register for a half day of a second module for $195. The pass includes admission to the educational programming, networking, and meals scheduled during that time frame. The Add-On Pass is available only to attendees registered for one of the Institute’s four modules.
 

►Add-On HOME and HTF Pass
(Tuesday, January 9, 7:30 a.m. – 11:30 a.m.)

►Add-On Housing Credit Pass I
(Tuesday, January 9, 1:00 p.m. – 5:30 p.m.)
Available only to NCSHA HFA members and Housing Credit Allocating Agency members

►Add-On Housing Credit Pass II
(Wednesday, January 10, 7:30 a.m. – 2:30 p.m.)

►Add-On MRBs/Section 8 Pass
(Thursday, January 11, 12:00 p.m. – 6:30 p.m.)
 

*Non-transferrable and non-refundable. Contact the NCSHA Registrar at registration@ncsha.org for assistance; these passes cannot be purchased online.
 

Guest Registration
A special guest registration is available for $85 that admits your guest to the module Happy Hour. All guests, including children of attendees, must present a guest badge to be admitted to these receptions. Each guest registrant must be associated with a registered conference attendee. NCSHA members may not register as guests.


Speaker Registration Policy

NCSHA requires that all speakers and discussion leaders register for the conference.


Press Policy

A limited number of press credentials may be issued for NCSHA conferences and events, and requests must be approved prior to issuance. Press credentials are granted to individuals who are on assignment for, or employees of, a media outlet appropriate to the coverage of affordable housing news. Please contact marketing@ncsha.org to make sure that the sessions you are interested in covering are open to the press. NCSHA reserves the right to close sessions to the press at any time.
 

Registration and Payment
Registering and paying online is easy. Click on the Register button above. Credit cards are accepted for online registration only. To pay by check, print your invoice and mail it with payment to NCSHA. Make checks payable to NCSHA.

You can also register by fax or mail by printing the Registration Form and returning it to NCSHA along with your payment.

Each registrant must pay in full prior to the conference. Only those who have paid in full will be admitted to Institute activities.


Special Needs/Dietary Requests

If you have special needs under the Americans With Disabilities Act — or if you have special dietary requirements — please explain those needs in the space provided online in the ADA Needs text box on the Event Registration page or on the Registration Form.

Substitution Policy
If you have registered and are no longer able to attend, you may substitute another individual at no additional charge. The payment made for the original registrant will be applied to the replacement's registration. Substitutions are allowed at any time and must be requested in writing.


Cancellation Policy

Cancellations must be received in writing. Confirmation of faxed cancellations may be required. No refunds will be given for cancellations received after the cancellation cutoff day of Wednesday, December 20, or for registrants who fail to attend the conference. "No shows" will be billed the full registration fee. A $75 administrative fee will be deducted from all approved refunds.


GENERAL INFORMATION
Institute Admission

Your name badge must be worn at all times. It is your ticket to sessions, meals, your module Happy Hour, and other networking events applicable to your registration category.

Attire and Climate
Business casual attire is appropriate for all conference activities. In January, Washington temperatures typically range from the low 40s during the day to the upper 20s at night. Hotel temperatures may vary; a sweater is recommended.


Attendee List

Attendees who register after Tuesday, January 2, may not appear on the conference attendee list.


Photography Policy

Registration and attendance at or participation in NCSHA meetings and other activities constitutes an agreement by the registrant to NCSHA’s use and distribution (both now and in the future) of the registrant’s or attendee’s image. Please contact Lisa Bowman at lbowman@ncsha.org if you have questions about this policy.

Information for Speakers

 

Questions
Contact registration@ncsha.org with any registration questions.