2018 HFA Institute Materials
Save the Date: 2019 HFA Institute | January 13 ā 18, 2019 | Washington, DC
Please see below for the available presentations; not all of the sessions include presentations.
Available HOME Presentations:
ā ā Sunday, January 7, 2018 ā ā
HOME Administration, Part 1 and Part 2
- HOME Administration
Trainer: Les Warner, Senior Technical Specialist | ICF International
HOME Essentials, Part 1 and Part 2
- HOME Essentials
** Additional Handout: CHDO Requirement Checklist
Trainer: Steve Lathom, Senior Project Manager | TDA Consulting
ā ā Monday, January 8, 2018 ā ā
Breaking News from HUD
- HOME and Housing Trust Fund Breaking News
Participant: Ginny Sardone, Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
IDIS for HOME and HTF
- Recent IDIS Changes: Based on the HOME Commitment Interim Rule and Suspension of Commitment Deadlines
Participant: Jessica Suimanjaya, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development - Implementation of the Housing Trust Fund (HTF) in the eCon Planning Suite
Participant: 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
- Implementing HUDās VAWA Rule in the HOME and HTF Programs
Participant: David Jones, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Community Housing Development Organization
- Community Housing Development Organization
Trainer: Monte Franke, Principal | Franke Consulting Group
Homebuyer Program Policies and Procedures
- Homebuyer Program Policies and Procedures
** Additional Handout: Required Elements for Homebuyer Underwriting Policies
Trainer: Stephen Lathom, Senior Project Manager | TDA Consulting
Income Eligibility for HOME and HTF
- Income Eligibility for HOME and HTF
Trainer: Shawna LaRue Moraille, Senior Technical Specialist | ICF International
Clinic: HUD’s CPD Programs in Disaster Recovery and Resilience
- Mitigation/Resilience and Disaster Recovery
Participant: Jessie Kome, Deputy Director, Office of Block Grant Assistance | U.S. Department of Housing and Urban Development
Clinic: HOME and HTF Environmental Reviews
- HOME and HTF Environmental Reviews
Trainer: Lauren McNamara, CPD Program Environmental Clearance Officer | U.S. Department of Housing and Urban Development
Clinic: HOME and HTF in RAD Deals
- Using HOME and HTF in Rental Assistance Demonstration (RAD) Projects
Participant: Ginny Sardone, Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
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
- Identifying and Linking Community-Based Services
Trainer: Antonia Gallo, Senior Manager | ICF International
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
- Strategic Approaches to HOME, HTF, and the Housing Credit
Trainer: Stephen Lathom, Senior Project Manager | TDA Consulting
Available Housing Credit Presentations:
ā ā Tuesday, January 9, 2018 ā ā
IRS Policy Briefing
- IRS Policy Briefing (HFA Members, contact info@ncsha.org 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
- Physical Inspection Alignment Initiative
Participant: Dina Elani, Office of the REAC Deputy Assistant Secretary | U.S. Department of Housing and Urban Development - Compliance Hot Topic (Lydford & Rider)
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: HUDās LIHTC Data Collection – Updated
Participant: Michael Hollar, Senior Economist | U.S. Department of Housing and Urban Development
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
- Preliminary Findings from the Interstate Cost Database (ICD)
Participant: Bryan Grady, Research Analyst | Ohio Housing Finance Agency
Strengthening Compliance Policy
- Strengthening Compliance Policy
Discussion Leader: James Tassos, Senior Legislative and Policy Associate | National Council of State Housing Agencies
Expanding Housing Opportunity with the Credit
Discussion Leader: Gregory Hare, Director, Multifamily Housing | Maryland Department of Housing and Community Development
- Expanding Housing Opportunity (Gilman)
Participant: Philip Gilman, Director, Office of Housing Finance | Georgia Department of Community Affairs/Georgia Housing and Finance Authority - Expanding Housing Opportunity
Chickie Grayson, President and Chief Executive Officer | Enterprise Homes, Inc. - Expanding Housing Opportunity (Shelburne)
Participant: Mark Shelburne, Senior Manager, Public Policy | Novogradac & Company LLP
Ensuring VAWA Compliance
- Handout: Housing Matters | VAWA 2013 Updates + 2018 NCSHA Edition
Trainer: Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance - Conquering LIHTC VAWA Compliance Challenges
- Handout: Violence Against Women Act (VAWA) and LIHTC
Trainer: Amanda Lee Gross, Director of Compliance Training | E&A Team, Inc.
ā ā Thursday, January 11, 2018 ā ā
Fair Housing Development and Compliance Primer
Discussion Leader: Bettie Teasley, Director, Research and Planning | Tennessee Housing Development Agency
- Fair Housing Development and Compliance Primer (Plan Review, Construction Inspections)
Participant: Mark English, President | E&A Team, Inc. - Recent Department of Justice Fair Housing Act Enforcement Actions Involving Affordable Housing Developments
Participant: Ryan Lee, Trial Attorney, Housing and Civil Enforcement, Civil Rights Division | U.S. Department of Justice
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
- Preservation and Compliance Strategies in the Extended-Use Period
Participant: Laura Abernathy, Director of State and Local Policy | National Housing Trust
Participant: H. Blair Kincer, Partner | Novogradac & Company LLP - Preservation & Compliance Strategies in the Extended-Use Period
Lydia Tom, Senior Advisor | Enterprise Community Partners, Inc.
Available MRBs and Other Federal Homeownership Programs Presentations:
ā ā Wednesday, January 10, 2018 ā ā
Single-Family Financing Essentials: Mortgage Revenue Bonds
Discussion Leader: Lisa DeBrock, Director, Homeownership | Washington State Housing Finance Commission
- MRB Structuring 101 | Basic Elements of Mortgage Revenue Bond Structuring
Participant: Damian Busch, Director | Barclays - Municipal Market Update
Participant: Mitchell Gallo, Director, RBC Capital Markets - Rating Agency Role in MRB Financings
Participant: Rachael McDonald, Vice President/Senior Credit Officer | Moody’s Investors Service - 2018 HFA Institute Presentation on Mortgage Revenue Bonds
Participant: Geoffrey Proulx, Executive Director | Morgan Stanley
Single-Family Financing Essentials: MBS and TBA
Discussion Leader: Ignatius MacLellan, Managing Director, Homeownership | New Hampshire Housing Finance Authority
- Single Family Financing Essentials: MBS & TBA
Participant: Richard Kubanik, Associate Director | S&P Global Ratings - Part 1 – Part 2
Participant: Patricia Ho, Vice President | Caine Mitter & Associates Incorporated
ā ā Thursday, January 11, 2018 ā ā
A Briefing with FHA, Ginnie Mae, USDA, and VA
- Single Family Housing Programs
Presenter: Cathy Glover, Acting Deputy Administrator – Single Family Housing | U.S. Department of Agriculture - VA Loan Guaranty Service | HFA Institute Presentation
Presenter: Mark Connors, Lender Liaison | U.S. Department of Veterans Affairs
Compliance Update
- Compliance Update (This PDF is for all of the presentations ā 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
- Make a Great Choice: Down Payment Assistance
Participant: Rhonda Ronnow, Director, Single Family Loan Operations | Tennessee Housing Development Agency - We Turn Home Searches into Homeowners
Participant: Robert Chrane, Chief Executive Officer | Down Payment Resource - WCDA HOME$TRETCH DPA
Participant: Carol A. Wilson, Director of Single-Family Programs | Wyoming Community Development Authority
Servicing Essentials, Part 1: Federal Insurers
Discussion Leader: Theresa Laredo-Garcia, Director of Servicing | New Mexico Mortgage Finance Authority
- USDA Single Family Housing Guaranteed Loan Program
Participant: Joaquin Tremols, Single Family Housing Guaranteed Loan Division, Rural Development | U.S. Department of Agriculture
Servicing Essentials, Part 2: Managing Your Portfolios
- DLS Servicing Consultants – 2018 HFA Institute
Trainer: Donna Schmidt, Managing Director | DLS Servicing Consultants, LLC
Servicing Essentials, Part 3: CFPB and the GSEs
Discussion Leader: Kathryn Newton, Director of Loan Servicing | Pennsylvania Housing Finance Agency
- Implementing the 2016 Mortgage Servicing Rule
Participant: Mike Jones, Director | Navigant - Freddie Mac Servicing Update
Participant: Ryan McGuinness, Director, Mortgage Servicing Policy | Freddie Mac
Update on Fannie, Freddie, and the FHLBs
Discussion Leader: Lee Ann Smith, Director, Single Family Programs | Oklahoma Housing Finance Agency
- The Federal Home Loan Bank System & Supporting Single Family Housing
Participant: John Stochetti, Executive Vice President, Mortgage Partnership Finance & Project Management Office | Federal Home Loan Bank of Chicago - 2018 NCSHA HFA Institute: Working with Freddie Mac
Participant: Erin Quinn, Director, HFA Engagement | Freddie Mac
ā ā Friday, January 12, 2018 ā ā
Pressing Issues in Affordable Homeownership
Discussion Leader: Greg Zagorski, Senior Legislative and Policy Associate | National Council of State Housing Agencies
- Role of HFAs and FHA in Supporting Homeownership
Participant: Edward Golding, Nonresident Fellow, Housing Finance Policy Center | Urban Institute
Available Section 8 and Other Federally Assisted Multifamily Housing Presentations:
ā ā Wednesday, January 10, 2018 ā ā
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
- Risk Sharing Program Overview
Participant: Donald Billingsley, Director, Program Administration Division, Office of FHA Multifamily Production | U.S. Department of Housing and Urban Development - Rental Assistance Demonstration (RAD) Update
Participant: Tom Davis, Director, Office of Recapitalization | U.S. Department of Housing and Urban Development - Federal Financing Bank / HUD 542 Risk Share Program Update
Participant: Christopher Tuttle, Director of Lending, Federal Financing Bank | U.S. Department of the Treasury
ā ā Thursday, January 11, 2018 ā ā
A Procurement Practicum
- HUDās HAP Support Services Procurement: A Primer
Trainer: Barbara Duncombe, Partner | Taft Stettinius & Hollister LLP
Questions Contact registration@ncsha.org with any questions.