| STRENGTH MATTERS FINANCIAL MANAGEMENT CONFERENCE |
| Tuesday, October 16th, 2018 |
| 12:00PM – 12:45PM |
OPENING CONFERENCE LUNCHEON
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| 12:45PM – 1:45PM |
OPENING PLENARY – CAPITAL FOR SCALE TO IMPACT CHANGE
David Erickson, director of Community Development at the Federal Reserve Bank of San Francisco, will provide keynote remarks and seed a discussion on community development investment and social impact capital from a number of perspectives to kick-off the broader financial management conference. For the discussion that follows, David will be joined by Chrystal Kornegay, executive director of MassHousing, and other key leaders in the Strength Matters network.
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| 1:45PM – 2:00PM |
BREAK |
2:00PM – 4:00PM
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CONCURRENT SESSIONS |
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- Advanced Real Estate Capital Structures – As more Americans struggle with housing affordability, community developers are diversifying their capital sources and structures. How? And with whom?
- Advanced CDFI Capital Structures – As CDFIs expand their reach to more communities, new capital structures are needed to continue to grow. What structures are being innovated and which investors are providing this capital?
- Sizing Ourselves Up for Enterprise Capital – Enterprise capital comes in many shapes and sizes. What kinds of capital are available? How is your organization underwritten for each? How does this affect your balance sheet and place calls upon your financial management capacity?
- Managing and Measuring Impact – Like our financial story – our impact story, year over year, becomes part of how we attract and steward investors. As this practice is maturing, what are investors learning about how they frame impact? What are community practitioners learning about managing impact and communicating to investors?
- Opportunity Zones – How are Opportunity Zones shaping up? What kind of community investments will fit into these funds? What kinds of funds are being established?
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| 6:00PM – 7:00PM |
COCKTAIL RECEPTION AT THE WESTIN DALLAS |
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| Wednesday, October 17th, 2018 |
| 8:30AM – 12:00PM |
CFO/FINANCIAL MANAGEMENT WORKSHOPS
Five tracks of workshops will be provided. Sessions will be led by your peers and others by experts in their field. You are free to participate in workshops in different tracks throughout the day. Final schedule of workshops will be made available shortly before the meeting. Sample topics are provided below.
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- Financial Reporting Track – FASB updates; Quantifying Enterprise Risk and the Liquidity Footnote; Navigating Functional Expenses Reporting
- Management Track – Managing Employee Benefits; Cybersecurity; Dashboards; Using Financial Planning & Analysis to Strengthen Your Business
- Rental Housing Track – The Changing World of Tax; How about Income Averaging in the Tax Credit; Positioning Your Organization in your Partnership Agreements for Waterfalls and Developer Fees (FASB)
- Home Building Track – Managing Shared Appreciation Homeownership (saving long term affordability in growth markets), New Markets Tax Credits fueling single family development (speaking from experience, wisdom earned the hard way); keeping it affordable: Construction and Design Peer Exchange, and more
- Lending Track – Managing Interest Rate Risk; Meeting the Reporting Demands of Internal and External Stakeholders; Financial and Loan Portfolio Management: managing multiple loan products
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| 12:00PM – 1:00PM |
CFO Café
Enjoy a working lunch and meet with experts and/or consult with your peers on the following topics (and other topics that emerge):
• Cash Forecasting – meet with consultants who can help you with your cash forecast
• Software – compare notes with your peers
• NeighborWorks OAD Review Process
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1:00PM – 4:30PM
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AFTERNOON SESSIONS |
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- Financial Reporting – FASB updates; Quantifying enterprise risk and the liquidity footnote; Navigating Functional Expenses reporting
- Management Track – Managing employee benefits; Cybersecurity; Dashboards; Using Financial Planning & Analysis to Strengthen Your Business
- Rental Housing Track – The Changing World of Tax; How about Income Averaging in the Tax Credit; Positioning Your Organization in your Partnership Agreements for Waterfalls and Developer Fees (FASB);
- Homebuiding Track – Managing Shared Appreciation Homeownership (saving long term affordability in growth markets), NEW MARKETS TAX CREDITS FUELING SINGLE FAMILY DEVELOPMENT (speaking from experience, wisdom earned the hard way); KEEPING IT AFFORDABLE: Construction and Design Peer Exchange, and more
- Lending Track – Managing Interest Rate Risk; Meeting the Reporting Demands of Internal and External Stakeholders; Financial and Loan Portfolio Management: managing multiple loan products
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| 6:00PM – 7:30PM |
RECEPTION AT THE DALLAS FEDERAL RESERVE BANK |
| Thursday, October 18th, 2018 |
8:30AM – 9:15AM
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PLENARY – LESSONS FROM THE FIELD: NAVIGATING CHANGE MANAGEMENT
Sheila Maith, a leading industry consultant and executive coach and an expert in organizational change management, will reflect on her experience in the field and provide context for the morning discussions. |
| 9:15AM – 9:30AM |
BREAK |
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| 9:30AM – 11:30AM |
CONCURRENT CHANGE MANAGEMENT SESSIONS |
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- Know Thyself: The First Step – Cash forecasting, financial analytics, and competitive analysis – the first critical steps of strategic planning
- Assessing Options for the Future – So many ideas, so little time… Here is an analytical frame for evaluating and narrowing your options with your staff and board leadership
- Merging/Combining – Merging, partnering, combining – all these options are before us. There’s the process of evaluating these possibilities; then there’s the often hard job of getting all the systems lined up to implement the plan.
- Succession Planning – Succession is upon us, creating its own current of change; We’ll examine strategies for building the financial management office talent pool and navigating staff and talent growth needed as your organization changes
- Driving Toward Efficiency: Process Change – Tightening the reins on process management is often the underutilized toolkit needed for cost control and increased competitive efficiency
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| 11:30AM |
CONFERENCE ADJOURNS |
