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    Agenda

    Thank you to our Platinum Sponsors:

    MONDAY, JUNE 24
    Monday sessions open to state allocating agencies only

    7:00 a.m. – 6:00 p.m.
    Registration & Information

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

    8:30 a.m. – 9:15 a.m.
    Washington Watch
    Hear what’s at stake for HFAs and their programs in tax reform, the appropriations process, and the remaking of the housing finance system.

    Participants

     

    9:15 a.m. – 9:30 a.m.
    Networking Break

    9:30 a.m. – 11:30 a.m.
    — CONCURRENT SESSIONS —

    Development Community Meet-Up, Part 1
    Allocating agency representatives break into small groups to exchange experiences in Housing Credit allocation, underwriting, and program administration and then share key findings with the whole group.

    Discussion Leaders  

     


    Compliance Community Meet-Up, Part 1
    Allocating agency compliance officials break into small groups to share experiences in Housing Credit compliance monitoring and then share key findings with the whole group.

    Discussion Leaders

    11:30 a.m. – 12:30 p.m.
    Lunch

    12:30 p.m. – 2:00 p.m.
    A Conversation with IRS Chief Counsel
    Senior representatives of IRS’ Office of Chief Counsel meet privately with allocating agency staff to answer questions, discuss forthcoming program guidance, and tackle program administration matters.

    Participants

    2:00 p.m. – 2:15 p.m.
    Networking Break

    2:15 p.m. – 3:45 p.m.
    — CONCURRENT SESSIONS —

    Ask the Legal and Accounting Experts
    Nationally renowned tax advisors answer the latest legal and accounting questions and discuss deal terms and tax issues impacting 2013 Housing Credit development.

    Participants


    Asset Management Forum
    Industry asset management experts join allocating agency representatives to explore recent trends in property performance plus best practices and new challenges in Housing Credit asset management.

    Discussion Leader


    Participants

     

    3:45 p.m. – 4:00 p.m.
    Networking Break

    4:00 p.m. – 5:30 p.m.
    — CONCURRENT SESSIONS —

    Straight Talk with Housing Credit Investors
     - Joint Session with Affordable Housing Investors Council (AHIC)
    Allocating agency officials and program investors come together in a dynamic open forum to discuss Credit pricing, deal selection, developer experience, cost containment strategies, tax-exempt bond deals, long-term underwriting, developer fees, and reserve levels.

    Discussion Leader 


    Participants


    Property Management Roundtable
    State monitoring officials convene with Housing Credit property managers to explore best practices in tenant qualification, physical inspections, compliance documentation, multiple subsidy deals, fair housing compliance, operating cost controls, and minimizing noncompliance.

    Discussion Leader


    Participants

     

    5:30 p.m. – 6:30 p.m.
    Allocators’ Happy Hour
      


     


    TUESDAY, JUNE 25
    Tuesday morning sessions open to state allocating agencies only

    7:00 a.m. – 5:00 p.m.
    Registration & Information
    North Registration, Lower B2 Level

    8:30 a.m. – 9:45 a.m.
    Supportive Housing Focus Group Meeting
    Open to HFAs and invited guests only
    Continental breakfast available at 8:00 a.m.

    8:30 a.m. – 10:00 a.m.
    — CONCURRENT SESSIONS —

    Dialogue with Developers
    Leading Housing Credit developers join allocating agency officials to discuss the 2013 development environment and today’s hot topics including QAP trends, mixed-use financing, cost containment, preservation strategies, and creative uses of the Credit to meet emerging needs.

    Discussion Leader

     
    Participants
     


    IRS Compliance Briefing
    Senior IRS compliance officials meet with state agency representatives to discuss Housing Credit monitoring practices, reporting requirements, and forthcoming changes to IRS regulations.

    Participants

     

    10:00 a.m. – 10:15 a.m.
    Networking Break

    10:00 a.m. – 12:00 p.m.
    NCSHA Board of Directors Meeting
    Open to HFA executive directors only
    Light continental breakfast available at 9:30 a.m.

    10:15 a.m. – 12:00 p.m.
    — CONCURRENT SESSIONS —

    Development Community Meet-Up, Part 2
    Allocating agency representatives reconvene for further discussion of Credit allocation and underwriting issues plus reactions to topics raised in previous sessions.

    Discussion Leader 


    Compliance Community Meet-Up, Part 2

    Allocating agency representatives reconvene for further discussion of Credit compliance monitoring plus reactions to topics raised in previous sessions.

    Discussion Leaders

     

    12:00 p.m. – 1:30 p.m.
    Lunch

    12:15 p.m. – 1:30 p.m.
    Sustainable Development Focus Group Meeting
    Open to HFA executive directors only
    Lunch available at 12:00 p.m.

    1:00 p.m. – 5:30 p.m.
    Marketplace and WiFi Lounge Grand Opening!
    Salon 9-15, Lower B2 Level
    WiFi Lounge sponsored by
     

    2:00 p.m. – 4:30 p.m.
    Latte Station in the Marketplace
    Salon 9-15, Lower B2 Level
    Sponsored by

    1:30 p.m. – 4:00 p.m.
    OPENING PLENARY

    1:30 p.m. – 2:00 p.m.
    Welcome and Opening Remarks

    Speakers

     

    2:00 p.m. – 2:45 p.m.
    Keynote Address
    The Honorable Henry Cisneros discusses recent Bipartisan Policy Center Housing Commission recommendations to elevate housing to the top of the national agenda and to preserve and expand the Housing Credit to increase the supply of affordable rental housing.

    Speaker 

     

     

    2:45 p.m. – 4:00 p.m.
    Industry Roundtable: What's Ahead for Affordable Rental Housing
    Join national housing thought leaders as they consider affordable rental housing policy and the essential role the Housing Credit plays in it.

    Discussion Leader

     


    Participants:
     

     

    4:00 p.m. – 4:15 p.m.
    Networking Break 

    4:15 p.m. – 5:30 p.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Deal Structuring in an Era of Fiscal Uncertainty
    Despite current low interest rates, deal structuring is as challenging as ever as housing subsidies become ever more scarce. Join financial structuring pros to explore opportunities with tax-exempt bonds, new underwriting strategies, smart negotiation tactics, pro forma analysis, forward allocations, and tips for structuring 2013 deals. 

     

    Discussion Leader


    Participants


    COMPLIANCE

    Compliance Hot Topics
    Join federal officials and industry compliance experts as they discuss pending changes to IRS compliance regulations, application of design and construction accessibility requirements under the Fair Housing Act, tenant data collection efforts, utility allowance practices, income limits, and federal alignment initiatives.

    Discussion Leader


    Participants


    SPECIAL FOCUS
    Changes and Challenges in Rural Housing Development
    Constrained resources and new regulations continue to impact rural housing development. Learn about rural financing opportunities and preservation initiatives as well as how changing appraisal guidelines and revised transfer practices may affect your deals.

    Discussion Leader


    Participants

     

    5:30 p.m. – 6:30 p.m.
    Leadership Circle Reception
    By invitation only to state allocating agency executive directors and board members,top affiliate supporters, and top conference sponsors
     

     

     


    WEDNESDAY, JUNE 26

    7:00 a.m. – 5:30 p.m.
    Registration & Information
    North Registration, Lower B2 Level

    7:30 a.m. – 7:00 p.m.
    Marketplace and WiFi Lounge Open
    WiFi Lounge sponsored by

    7:30 a.m. – 8:25 a.m.
    Continental Breakfast in the Marketplace

    8:30 a.m. – 9:45 a.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    A RAD-ical Approach to Preserving Public and Assisted Housing
    Learn about HUD’s Rental Assistance Demonstration (RAD) program and its implications for the Housing Credit. Hear from practitioners entering this new world and understand its impact on Housing Credit demand, state QAPs, and preservation strategies around the country.

    Discussion Leader

     
    Participants


    COMPLIANCE
    Effective Tenant Selection
    Compliance and management professionals examine Housing Credit tenant selection strategies. Understand how HUD’s fair housing and affirmative marketing rules apply to Housing Credit deals. Design effective tenant selection plans and waiting list management tools. Learn about the latest technological advances with electronic applications and tenant qualification procedures.

    Discussion Leader

     
    Participants


    SPECIAL FOCUS

    Affordable Approaches to Green Building
    Sustainable development professionals explore the evolution of national green building guidelines, new Energy Star standards, measuring utility cost savings, green retrofits, energy audits, and new approaches to balancing sustainable development and cost containment goals.

    Discussion Leader


    Participants

     

    8:30 a.m. – 10:30 a.m.
    Executive Directors Forum
    Open to HFA executive directors only
    Breakfast available at 8:00 a.m.


    9:45 a.m. – 10:00 a.m.
    Networking Break in the Marketplace

    10:00 a.m. – 11:30 a.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Conquering the Development Cost Challenge
    Join a diverse panel of Housing Credit practitioners as they identify development cost drivers and discuss how to manage them. Explore the effects of QAP components, multiple funding sources, design demands, local requirements, and other factors on development costs. Consider effective cost containment policies and practices.

    Discussion Leader 


    Participants

     

    COMPLIANCE
    Strengthening Deals Through Asset Management
    Asset management practitioners explore Housing Credit portfolio performance trends and evaluate how actual operations data compares to initial assumptions in areas such as rent growth, reserve levels, lease up, and investment performance. Discuss new challenges and proactive approaches to Housing Credit asset management plus lessons learned from the ARRA portfolio.

    Discussion Leader

     
    Participants


    SPECIAL FOCUS
    Advancing Supportive Housing
    The Housing Credit continues to play a key role in the development of supportive housing. Explore the latest issues in this area, including veterans housing, responses to Olmstead and other fair housing matters, the Section 811 demonstration program, and investor participation.

    Discussion Leader


    Participants

     

    10:45 a.m. – 12:00 p.m.
    Rural Housing Focus Group Meeting
    Open to HFA executive directors only

    11:30 a.m. – 1:00 p.m.
    Networking Lunch in the Marketplace

    1:00 p.m. – 2:15 p.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Views on the Washington Scene
    Washington insiders forecast what tax reform, spending cuts, and housing finance reform will mean to the Credit and other federal resources which work with it.

    Discussion Leader 


    Participants


    COMPLIANCE
    Compliance Issues in Resyndication
    As the Housing Credit portfolio ages, recapitalization of older developments presents new compliance challenges for the industry. Explore strategies for amending extended use agreements, recertifying existing tenants, handling over-income tenants, monitoring rent increases, and applying Uniform Relocation Act rules in developments facing resyndication.

    Discussion Leader

    • Denise Cox, Compliance Audit Investigation, Nevada Housing Division


    Participants

    SPECIAL FOCUS
    Combining Credits
    Industry tax advisors examine opportunities for using New Markets, historic, and solar tax credits in affordable housing developments and discuss the impact of combining credits on eligible basis, maximum rents, utility allowances, and investor interest.

    Discussion Leader


    Participants

     

    2:15 p.m. – 2:45 p.m.
    Power Break in the Marketplace
    Salon 9-15, Lower B2 Level
    Sponsored by

    2:45 p.m. – 4:00 p.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Property Disposition Seminar
    Get expert advice on Housing Credit property dispositions. Explore investor exit strategies, the qualified contract process, property valuation issues, disposition due diligence, and market trends. Discuss how recent transactions may inform state housing policies and investor disposition planning.

    Discussion Leader

    • Holly Glauser, Director, Development, Pennsylvania Housing Finance Agency


    Participants


    COMPLIANCE
    Compliance Essentials for Developers
    A developer’s job doesn’t end when a project is placed in service. Understand the impact of minimum set-aside requirements, the first year applicable fraction, Form 8609 elections, changes in maximum rent and income limits, optional vs. mandatory charges, and operating costs on eligible basis and potential Credit adjusters from investors.

    Discussion Leader


    Participants


    SPECIAL FOCUS
    Furthering Fair Housing Through the Credit
    Discuss balancing meeting affordable housing needs, revitalizing communities, preserving at-risk housing, and helping low-income families move into high opportunity areas—all in the context of federal fair housing law. Examine what these concepts mean and how state QAPs can incorporate them effectively.

    Discussion Leader


    Participants

     

    3:00 p.m. – 7:00 p.m.
    Photo Booth in the Marketplace
    Sponsored by

     
    4:00 p.m. – 4:15 p.m.
    Networking Break in the Marketplace

    4:15 p.m. – 5:30 p.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Breaking Equity Market News
    Better understand the market for your deal by hearing investors and syndicators deliberate the latest equity market news including future investment trends, the continuing role of the Community Reinvestment Act, secondary market transactions, and the impact of potential tax reform.

    Discussion Leader


    Participants


    COMPLIANCE
    What to Expect When You’re Inspecting
    Delve into Uniform Physical Condition Standards, REAC guidelines, property accessibility requirements, tenant file review strategies, and other aspects of physical inspections. Understand technological advances with handheld devices and smart phones plus the impact of federal alignment on physical inspection requirements.

    Discussion Leader


    Participants

     

    5:30 p.m. – 7:00 p.m.
    Networking Reception in the Marketplace
    Drink stations sponsored by 

     

     

     

     
     

     

     

     


    THURSDAY, JUNE 27

    8:00 a.m. – 12:00 p.m.
    Registration & Information
    North Registration, Lower B2 Level

    8:00 a.m. – 8:55 a.m.
    Continental Breakfast

    9:00 a.m. – 10:15 a.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Preserving At-Risk Affordable Housing
    Explore industry trends in preservation policy, including Year 15 strategies, resyndication opportunities, and preservation financing options. Discuss new approaches to capital needs assessments and recapitalization funding. Consider strategies for long-term portfolio preservation and prioritizing properties to preserve.

    Discussion Leader


    Participants


    COMPLIANCE
    Advanced Issues in Income Determination
    Calculating income is a critical step in qualifying tenants in Housing Credit deals. Discuss the impact of social security payments, alimony and child support, rental property income, imputed asset income, wage garnishment, and nontraditional sources of income on tenant qualification.

    Discussion Leader


    Participants

     

    10:15 a.m. – 10:30 a.m.
    Networking Break

    10:30 a.m. – 12:00 p.m.
    — CONCURRENT SESSIONS —

    DEVELOPMENT
    Development Forum
    It’s almost the end of the conference but just the start of putting all the new ideas you have learned to work. Participate in this open exchange with your fellow conferees to dig deeper into the hottest topics raised in earlier sessions.

    Discussion Leaders


    COMPLIANCE
    Compliance and Management Forum
    State monitoring officials and industry compliance professionals react to issues raised in previous sessions and identify emerging issues in Housing Credit compliance and management in this popular open forum.

    Discussion Leaders


    Housing Credit Certified Professional (HCCP) Exam
    Sponsored by

    1:30 p.m. – 4:00 p.m.
    Pacific H, 4th Floor
    Separate registration required. See below for details. 

    Housing Credit Certified Professional (HCCP) is a specialized designation for developers, property managers, asset managers and others working in the affordable housing industry. The exam is open to any professional in this industry. A passing score on the exam is one of several requirements to obtain the designation. An information guide that provides details on the type of exam questions along with recommendations for training prior to exam are available at nahb.org/HCCPinfo.

    Registration is available at nahb.org/hccpexam.
    Fees: Exam – $175 Retakes – $100

    **Schedule is subject to change.**