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2018 HFA Institute Materials

Published on January 7, 2018

Save the Date: 2019 HFA Institute | January 13 – 18, 2019 | Washington, DC

HFA Institute Resources

Reference Guides

Please see below for the available presentations; not all of the sessions include presentations.

Available HOME Presentations:

— — Sunday, January 7, 2018 — — 
HOME Administration, Part 1 and Part 2

HOME Essentials, Part 1 and Part 2


— — Monday, January 8, 2018 — —

Breaking News from HUD


Implementing the Violence Against Women Act

Community Housing Development Organization

Homebuyer Program Policies and Procedures

Income Eligibility for HOME and HTF

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

Clinic: HOME and HTF Environmental Reviews

Clinic: HOME and HTF in RAD Deals

Clinic: Preserving HOME Units

  • Preserving HOME Units
    Trainer: Monte Franke, Principal | Franke Consulting Group
    Trainer: Stephen Lathom, Senior Project Manager | TDA Consulting

Clinic: HOME Regulations Q&A

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

Clinic: Identifying and Linking Community-Based Services

Fair Housing for HOME and HTF Grantees

  • Fair Housing for HOME and HTF Grantees
    Participant: Alissa Ice, Underwriter and National Housing Trust Fund Coordinator | Missouri Housing Development Commission
  • More than Fair Housing
    Participant: Bithia Ratnasamy, Housing Policy Specialist | Georgia Department of Community Affairs/Georgia Housing and Finance Authority

Strategic Approaches to HOME, HTF, and the Housing Credit


Available Housing Credit Presentations:
— — Tuesday, January 9, 2018 — —

IRS Policy Briefing

  • IRS Policy Briefing (HFA Members, contact for access.)
    Discussion Leader: James Tassos, Senior Legislative and Policy Associate | National Council of State Housing Agencies
    Participant: Nicole Cimino, Branch Chief, Office of Chief Counsel | Internal Revenue Service
    Participant: Jian Grant, Senior Technician Reviewer, Office of Chief Counsel | Internal Revenue Service
    Participant: James Holmes, Senior Attorney, Office of Chief Counsel | Internal Revenue Service
    Participant: George Lydford, Senior Program Analyst, Examination Quality and Technical Support | Internal Revenue Service
    Participant: James Rider, General Attorney (Tax), Office of Chief Counsel | Internal Revenue Service

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

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

  • S8/RD/HOME Student Rules Flow Chart 
    Participant: Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance
    Participant: Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
    Participant: Oke Johnson, Managing Director, Compliance Services | LEDIC Realty Company, LLC

Promoting Reasonable Cost and Long-Term Affordability
Discussion Leader: Darrell Beavers, Housing Development Team Leader | Oklahoma Housing Finance Agency

Strengthening Compliance Policy

Expanding Housing Opportunity with the Credit
Discussion Leader: Gregory Hare, Director, Multifamily Housing | Maryland Department of Housing and Community Development

Ensuring VAWA Compliance


— — Thursday, January 11, 2018 — —

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

Preservation and Compliance Strategies in the Extended-Use Period 
Discussion Leader: Rebecca Frawley Wachtel, Tax Credits and HOME Program Director | Massachusetts Department of Housing and Community Development

Available MRBs and Other Federal Homeownership Programs Presentations:

— — Wednesday, January 10, 2018 — —

Single-Family Financing Essentials: Mortgage Revenue Bonds
Discussion Leader: Lisa DeBrock, Director, Homeownership | Washington State Housing Finance Commission

Single-Family Financing Essentials: MBS and TBA
Discussion Leader: Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority

— — Thursday, January 11, 2018 — —

A Briefing with FHA, Ginnie Mae, USDA, and VA

Compliance Update

  • Compliance Update (This PDF is for all of the presentations — Kinyon, Page, Tolley)
    Discussion Leader: James Kinyon, Assistant Counsel | Connecticut Housing Finance Authority
    Participant: Drew Page, Partner | Kutak Rock LLP
    Participant: Howard Tolley, Compliance Manager | Utah Housing Corporation

Dialogue on Down Payment Assistance
Discussion Leader: Cynthia Peraza, Director of Single Family Special Programs | Tennessee Housing Development Agency

Servicing Essentials, Part 1: Federal Insurers
Discussion Leader: Theresa Laredo-Garcia, Director of Servicing | New Mexico Mortgage Finance Authority

Servicing Essentials, Part 2: Managing Your Portfolios

Servicing Essentials, Part 3: CFPB and the GSEs
Discussion Leader: Kathryn Newton, Director of Loan Servicing | Pennsylvania Housing Finance Agency

Update on Fannie, Freddie, and the FHLBs
Discussion Leader: Lee Ann Smith, Director, Single Family Programs | Oklahoma Housing Finance Agency

— — Friday, January 12, 2018 — —

Pressing Issues in Affordable Homeownership
Discussion Leader: Greg Zagorski, Senior Legislative and Policy Associate | National Council of State Housing Agencies


Available Section 8 and Other Federally Assisted Multifamily Housing Presentations: 

— — Wednesday, January 10, 2018 — —

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

  • HUD Multifamily Program Update
    Participant: Robert Iber, Acting Deputy Assistant Secretary, Office of Multifamily Housing | U.S. Department of Housing and Urban Development

A Conversation with Federal Multifamily Finance Partners
Discussion Leader: Gregory Hare, Deputy Director of Rental Services | Maryland Department of Housing and Community Development

— — Thursday, January 11, 2018 — —

A Procurement Practicum

Questions Contact with any questions.