2019 Financial Management Conference

Speaker Bios At-a-Glance Schedule Detailed Agenda

Event Overview:

Presentations and other materials are listed below and a complete list of materials is available here.

Jump to: Monday | Tuesday | Wednesday | Thursday

MONDAY, SEPTEMBER 16

1:00–1:15 WELCOME

Introduction by Frances Ferguson, NeighborWorks America

Room: Gold Room

1:15–2:45 Implementing Health & Housing Partnerships

Andrea Ponsor, SAHF (Moderator); Robin Hacke, Center for Community Investment; Jo Ellen McNamara, UnitedHealthcare; Racheal Meiers, Kaiser Permanente; Joshua Simon, EBALDC

Room: Gold Room

Robin Hacke will make opening remarks reflecting on the experience of CCI’s Accelerating Investments for Healthy Communities, which helps six participating hospitals and health systems deepen their investment in affordable housing and foster equitable housing solutions. She will then lead a discussion highlighting successful partnerships between affordable housing organizations and the healthcare system, including Kaiser Permanente’s partnership with East Bay Local Development Corporation (EBALDC) in Oakland, California.

Learning Objectives: Understand the financial and mission objectives of health care organizations that seek partnership with housing organizations. Identify common structures that health care partners are using to partner/invest in housing. Describe financial and programmatic characteristics that may be important when identifying partners and creating partnerships.

Field of Study: Specialized Knowledge Level: Intermediate 1.8 CPE

2:45–3:00 Break

3:00–4:30 MULTIFAMILY RENTAL MARKET: Challenges to Supply and Equitable Development

Lisa Alberghini, Housing Partnership Network; Douglas Bibby, National Multifamily Housing Council

Room: Gold Room

Doug Bibby, President of the National Multifamily Housing Council (NMHC), which brings together more than 1,100 member firms involved in the multifamily housing industry, will give an overview of the current state of the market and lead a discussion on policy, legal, regulatory, and economic issues that are preventing us from significantly cutting the affordability gap across the country.

Event Overview:

MONDAY, SEPTEMBER 16

1:00–1:15 WELCOME

1:15–2:45 Implementing Health & Housing Partnerships

2:45–3:00 Break

3:00–4:30 MULTIFAMILY RENTAL MARKET: Challenges to Supply and Equitable Development

6:00–9:00 Dinner at Meso Maya

TUESDAY, SEPTEMBER 17

7:30–8:30 Breakfast – Gold Room

8:30–9:30 Strength Matters: The Next 12 Years

9:30–10:15 Increasing Housing Supply – Does Scale Matter? Part I: How Important Is Scale and Growth?

10:15–10:30 Break

10:30–12:00 Increasing Housing Supply – Does Scale Matter? Part II: Achieving Scale Through Portfolio, Partnerships and Mergers

12:00–1:00 Lunch – Regency Ballroom

Survey for Cohort networking breakfast

1:00–2:00 Developing Thriving Communities Through Equitable Design

2:00–2:30 Break

2:30–4:30 Concurrent Breakout sessions

Communicating Impact Through Data Storytelling

LIHTC: Planning for and Managing Year 15 Investor Exits

Opportunity Zones: News from the Frontlines

Innovations Advancing Equitable Homeownership

Business Innovations to Balance Mission and Money: Managing Your 501c3 Status

6:00–7:00 Cocktail Reception – Fairmont Dallas Pavilion Room/Garden Terrace

WEDNESDAY, SEPTEMBER 17

7:30–8:45 COHORT networking BREAKFAST – Regency Ballroom

9:00–10:20 Breakout sessions by track

Financial reporting – REVENUE RECOGNITION: New Rules for Contributions, Grants and Contracts with Customers

IT MANAGEMENT – TECHNOLOGY TRENDS AND HOW THEY IMPACT YOUR ORGANIZATION

RENTAL housing – INVESTMENT TERMS WITH PRIVATE CAPITAL

HOME BUILDING – STRATEGIES FOR SCALING SINGLE FAMILY DEVELOPMENT

LENDING – CDFIS: HOW TO MEASURE FINANCIAL/ORGANIZATIONAL PERFORMANCE

10:30–11:50 Breakout sessions by track

FINANCIAL REPORTING – REVENUE RECOGNITION: New Rules for Contributions, Grants and Contracts with Customers

IT MANAGEMENT – IT MANAGEMENT CHALLENGES

RENTAL Housing – BUILDING AND MANAGING YOUR REAL ESTATE DEVELOPMENT PIPELINE

HOME BUILDING – RISK Management: KEY FINANCIAL INDICATORS TO MANAGE YOUR HOMEBUILDING BUSINESS

LENDING – Linking Your Loan Portfolio’s Risk Rating System to an Allowance for Loan Losses

12:00–1:00 Lunch – Regency Ballroom

1:10–2:30 Breakout sessions by track

FINANCIAL REPORTING –CONSOLIDATIon: Guidance overview and a nuts & bolts practical approach

IT MANAGEMENT – IT MANAGEMENT CHALLENGES

RENTAL Housing – successful acquisition and operations of noah properties

HOME BUILDING – design and materials to bring affordable homes to market

LENDING – CDFI REPORTING: What Every New & Emerging CDFI Should Know

2:40–3:30 Breakout sessions by track

FINANCIAL REPORTING – STUMP THE CHUMPS: FASB q&A

IT MANAGEMENT – 21st Century management: Wrangling DATA

RENTAL Housing – successfully MANAGING the LIHTC Owner-investor relationship

enterprise-level capital and the home building business: understanding your cash cycle

cdfi – New Forms of Capital to Support Market/ Product Demands

3:40–4:30 Breakout sessions by track

FINANCIAL REPORTING – STUMP THE CHUMPS: FASB q&a

IT MANAGEMENT – 21st Century management: Wrangling paper (going paperless)

RENTAL Housing – NeighborWorks’ Asset Management Planning and the MFInsights benchmarking system

HOME BUILDING – making your way to profitability

cdfi – Loan Sales: Packaging a Loan Portfolio

6:30 – 8:30 Dine-Arounds

THURSDAY, SEPTEMBER 17

7:30–8:45 Breakfast

8:30–9:45 OPENING – WORKPLACE: BUILDING OUR 21st century WORKFORCE

“Talk show”: Can we collaborate to expand diversity in our finance field?

9:45–10:00 Break

10:00–11:30 Breakout sessions

building your workforce through social media

RETENTION THROUGH EQUITABLE COMPENSATION

Property Management Division: Staffing practices to maximize performance

Your Office of Finance: STAFFING THE CHALLENGES OF GROWTH

diversity roundtable: can we collaborate to expand diversity in our field?