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.
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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
Read MoreRobin 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.
- Certified Organization for Resident Engagement & Services (CORES) overview
- Healthy Housing Rewards Enhanced Resident Services product overview from Fannie Mae
- Kaiser Permanente and Housing
- Unlocking Investments to Improve Community Health
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
Read MoreDoug 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.
Learning Objectives: Discuss national challenges to equitable development and identify strategies for progress.
Field of Study: Specialized Knowledge Level: Advanced 1.8 CPE
6:00–9:00 Dinner at Meso Maya
1611 McKinney Avenue – 214-484-6555
TUESDAY, SEPTEMBER 17
7:30–8:30 Breakfast – Gold Room
8:30–9:30 Strength Matters: The Next 12 Years
Art Fatum, IBP Associates; Laura Vennard, Strength Matters
Room: Gold Room
Read MoreWe’re looking ahead to the future of Strength Matters with opportunities to develop new resources and for deeper member engagement. Join us for a discussion on some new strategic directions to expand and institutionalize the work we’ve done together in the first 12 years.
Learning Objectives: Identify critical issues facing senior leadership of affordable housing organizations.
Field of Study: Specialized Knowledge Level: Advanced 1.2 CPE
9:30–10:15 Increasing Housing Supply – Does Scale Matter? Part I: How Important Is Scale and Growth?
Art Fatum, IBP Associates; Jeffrey Reed, Community Housing Partners
Room: Gold Room
Read MoreIs growth a driving force for your organization and to what end? Does your growth strategy help expand supply? What has fueled your growth over the last five to ten years? What has constrained it? To really ramp up your scale, what will it take? What are the risks?
Learning Objectives: Evaluate potential strategies for growth including acquisitions, internal development, and geographic dispersion. Assess tactics and approaches to financing, acquiring, complete cost benefit analysis, etc. for implementing growth strategies.
Field of Study: Business Management & Organization Level: Advanced 1.3 CPE
10:15–10:30 Break
10:30–12:00 Increasing Housing Supply – Does Scale Matter? Part II: Achieving Scale Through Portfolio, Partnerships and Mergers
Art Fatum, IBP Associates (Moderator); Tatiana Blank, Eden Housing; Brian Kay, Community HousingWorks; Randy Parker, POAH
Room: Gold Room
Read MoreWe’ll explore how Strength Matters members are managing growth to achieve intended supply outcomes. How are they utilizing their portfolios? What roles do mergers, acquisitions, partnerships, and alliances play in enabling improved efficiencies in portfolio management, organizational strength, and growth? What are the key elements that lead our organizations to success and increased strength?
- Community HousingWorks – Achieving Scale
- Eden Housing – 50 Years of Growth
- POAH – Achieving Scale Through Portfolio, Partnerships and Mergers
Learning Objectives: Evaluate potential strategies for growth including acquisitions, internal development, and geographic dispersion. Assess tactics and approaches to financing, acquiring, complete cost benefit analysis, etc. for implementing growth strategies.
Field of Study: Business Management & Organization Level: Advanced 1.3 CPE
12:00–1:00 Lunch – Regency Ballroom
Survey for Cohort networking breakfast
On Wednesday, participants will meet to build your professional network and to discuss shared challenges and strategies. During today’s lunch, please use the Survey Gizmo link sent via email today, or go to this link to select your cohort.
1:00–2:00 Developing Thriving Communities Through Equitable Design
Chuck Wehrwein, Housing Partnership Network (Moderator); Bill Bynum, Hope Enterprise Corporation; Noel Poyo, National Association of Latino Community Asset Builders
Room: Regency Ballroom
Read MoreLearn how our work in housing and community development can do more to help build more equitable communities, creating greater asset building opportunities for residents. Join an exploration of equitable development as we kick off the conference portion of the meeting.
Learning Objectives: Understand various approaches that can be applied to creating more equitable communities where residents are not displaced and have more opportunities to thrive.
Field of Study: Specialized Knowledge Level: Intermediate 1.2 CPE
2:00–2:30 Break
2:30–4:30 Concurrent Breakout sessions
Communicating Impact Through Data Storytelling
Panelists: Amy Brisson & Amanda Davis, Enterprise Community Partners; Stephen Hardy & Brandon Gumm, MySidewalk.com
Room: Continental Room
Read MoreLearning Objectives: Identify publicly accessible datasets to build an organizational impact story; discuss insights using data visualization; apply insights to build a story about community change using data, evidence and dashboard solutions.
Field of Study: Business Management & Organization Level: Advanced 2.4 CPE
LIHTC: Planning for and Managing Year 15 Investor Exits
David Davenport, Winthrop & Weinstine; Jonathan Klein, The Community Builders
Room: Oak Room
Read More- Nonprofit Option and Right of First Refusal for Housing Credit Properties
- LIHTC: Planning For and Managing Year 15 Investor Exits
Learning Objectives: Understand exit strategies under Section 42(i)(7), partnership agreement and option/right of first refusal documents. Create a successful year-15 exit plan. Achieve preservation goals. Identify action planning steps for when year-15 doesn’t go as planned.
Field of Study: Business Management & Organization Level: Advanced 2.4 CPE
Opportunity Zones: News from the Frontlines
Beth Mullen, CohnReznick; Julia Shin, Enterprise Community Partners
Room: Parisian Room
Read MoreDownload Presentation PDF
Learning Objectives:Understand the Opportunity Zone legislation with recent regulation changes and how Opportunity Zone investments are being structured in housing and community development.
Field of Study: Finance Level: Intermediate 2.4 CPE
Innovations Advancing Equitable Homeownership
Jeff Crum, New Jersey Community Capital; Bill Goldsmith, Home Partners of America; Cindy Holler, Community Housing Capital; Rohan Puri, Home Partners of America
Beth Mullen, CohnReznick; Julia Shin, Enterprise Community Partners
Room: Far East Room
Read More- Agenda
- Single-Family Strategies to Promote Equity
- CAPC: Innovations Advancing Equitable Homeownership
Learning Objectives: Examine of the risks and rewards of single-family equitable development models.
Field of Study: Specialized Knowledge Level: Intermediate 2.4 CPE
Business Innovations to Balance Mission and Money: Managing Your 501c3 Status
Caroline Horton, Aeon; Tom Lanning, CohnReznick; Valorie Schwarzmann, Homeport, Lori Rothe Yokobosky, CohnReznick
Room:Gold Room
Read MoreLearning Objectives: Identify potential risks to your organization’s 501c3 tax status that can emerge from business innovations; explain and discuss how to mitigate those risks.
Field of Study: Business Management & Organization Level: Intermediate 2.4 CPE
6:00–7:00 Cocktail Reception – Fairmont Dallas Pavilion Room/Garden Terrace
WEDNESDAY, SEPTEMBER 17
7:30–8:45 COHORT networking BREAKFAST – Regency Ballroom
Learning Objectives:To build a peer network, and to discuss shared challenges and identify solutions.
Field of Study: Specialized Knowledge Level: Intermediate 1.5 CPE
9:00–10:20 Breakout sessions by track
Financial reporting – REVENUE RECOGNITION: New Rules for Contributions, Grants and Contracts with Customers
Scott Seamands, Lindquist, von Husen & Joyce
Room: Oak Room
Read MoreLearning Objectives: To apply the new revenue recognition accounting principles to your organization.
Field of Study: Accounting Level: Intermediate 1.6 CPE
IT MANAGEMENT – TECHNOLOGY TRENDS AND HOW THEY IMPACT YOUR ORGANIZATION
Alex Beletsky, Strathmore Advisors
Room: Parisian Room
Read MoreLearning Objectives: Explain technology trends and their impact on all areas of business. Identify and discuss questions organizations should answer to address technology trends.
Field of Study: Business Management & Organization Level: Intermediate 1.6 CPE
RENTAL housing – INVESTMENT TERMS WITH PRIVATE CAPITAL
Celia Smoot, National Affordable Housing Trust; David Steinwedell, Affordable Central Texas
Room: Gold Room
Read MoreLearning Objectives: Identify various private investment structures that have been formed to address needs in the financing stack of affordable housing transactions. Apply this knowledge to future transactions for your organization.
Field of Study: Finance Level: Advanced 1.6 CPE
HOME BUILDING – STRATEGIES FOR SCALING SINGLE FAMILY DEVELOPMENT
Cindy Holler, Community Housing Capital; Katie Rodriguez, Housing Partnership Network
Room: Continental Room
Read MoreLearning Objectives: Explain and discuss how to create efficiencies within your single family development business processes to scale production and increase impact.
Field of Study: Specialized Knowledge Level: Intermediate 1.6 CPE
LENDING – CDFIS: HOW TO MEASURE FINANCIAL/ORGANIZATIONAL PERFORMANCE
Beth Lipson, Opportunity Finance Network; Britney Murphy, Fahe
Room: Far East Room
Read MoreLearning Objectives: Discuss various metrics for determining an organization’s financial performance and best practices for benchmarking with peers. Identify different methods for projecting activities and best practices to properly project loan portfolio activity and ensure it matches projected income statement fluctuations.
Field of Study: Specialized Knowledge Level: Intermediate 1.6 CPE
10:30–11:50 Breakout sessions by track
FINANCIAL REPORTING – REVENUE RECOGNITION: New Rules for Contributions, Grants and Contracts with Customers
Scott Seamands, Lindquist, von Husen & Joyce
Room: Oak Room
Read MoreLearning Objectives: To apply the new revenue recognition accounting principles to your organization.
Field of Study: Accounting Level: Intermediate 1.6 CPE
IT MANAGEMENT – IT MANAGEMENT CHALLENGES
Brad Blake, Preservation of Affordable Housing (POAH)
Room: Parisian Room
Read MoreLearning Objectives: Identify and evaluate key factors in the decision to build systems internally or buy into the Cloud by outsourcing them.
Field of Study: Business Management & Organization Level: Intermediate 1.6 CPE
RENTAL Housing – BUILDING AND MANAGING YOUR REAL ESTATE DEVELOPMENT PIPELINE
Cindy Holler, Community Housing Capital
Room: Gold Room
Read More- (.XLSM Macro File – External Download) Building and Managing Your Real Estate Development Pipeline
- (.XLSX Non-Macro File) Building and Managing Your Real Estate Development Pipeline
**Participants: Please download the Excel tool available on the conference materials page, and bring your laptop to this session.**
Learning Objectives: Identify and apply strategies to help build and manage a real estate development pipeline AND skills and techniques will help project the effects of choices on Profit & Loss statements.
Field of Study: Specialized Knowledge Level: Intermediate 1.6 CPE
HOME BUILDING – RISK Management: KEY FINANCIAL INDICATORS TO MANAGE YOUR HOMEBUILDING BUSINESS
Terry Mitchell, Momark Development; Valorie Schwarzmann, Homeport
Room: Continental Room
Read MoreLearning Objectives: Identify examples of, and explain uses for, and reporting of the financial metrics a homebuilder should always monitor.
Field of Study: Business Management & Organization Level: Intermediate 1.6 CPE
LENDING – Linking Your Loan Portfolio’s Risk Rating System to an Allowance for Loan Losses
Beth Lipson, Opportunity Finance Network; Brittney Murphy, Fahe; Chuck Wall, Renaissance Community Loan Fund
Room: Far East Room
Read More- Download Presentation PDF
- XLSX file – Updated Forecast and 2020-2023 Projections
- XLSX file – Cash Flow FY2019
Learning Objectives: Explain the CFO’s responsibility for a comprehensive process for assessing the Allowance for Loan Losses. Determine if controls are in place to consistently determine that the Allowance for Loan Losses is in accordance with GAAP, the organization’s stated policies and procedures, and management’s best judgment.
Field of Study: Specialized Knowledge Level: Advanced 1.6 CPE
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
Allison Adduci, Preservation of Affordable Housing (POAH); Karen Kent, Kevin P Martin & Associates
Room: Oak Room
Read MoreLearning Objectives: Identify key elements of the consolidation guidance and develop a practical approach to consolidating financial statements. Identify and discuss strategies that have worked well for POAH to provide an efficient model that results in consolidating financial statements that tell their story.
Field of Study: Accounting Level: Intermediate 1.6 CPE
IT MANAGEMENT – IT MANAGEMENT CHALLENGES
Brad Blake, Preservation of Affordable Housing (POAH)
Room: Parisian Room
Read MoreLearning Objectives: Identify and evaluate key factors in the decision to build systems internally or buy into the Cloud by outsourcing them.
Field of Study:Business Management & Organization Level: Intermediate 1.6 CPE
RENTAL Housing – successful acquisition and operations of noah properties
Ron Kowal, Austin Affordable Housing Corporation; Kevin Myren, CommonBond
Room: Gold Room
Read MoreDownload Presentation (File is a Play Only PowerPoint)
Learning Objectives: Identify and discuss specific business practices that drive successful acquisitions and operations for unsubsidized affordable/workforce rental housing.
Field of Study: Specialized Knowledge Level: Intermediate 1.6 CPE
HOME BUILDING – design and materials to bring affordable homes to market
Terry Mitchell, Momark Development; Valorie Schwarzmann, Homeport
Room: Continental Room
Read MoreLearning Objectives: Discuss changes being made to actual homes in order to continue to build affordable single family housing in the context of rising homebuilding costs, changing building codes, reduced subsidies, and resistance to density change.
Field of Study: Specialized Knowledge Level: Intermediate 1.6 CPE
LENDING – CDFI REPORTING: What Every New & Emerging CDFI Should Know
Mark Alberico, Neighborhood Finance; Dana Moore, Compass Advisors; Chuck Wall, Renaissance Community Loan Fund
Room: Far East Room
Read MoreLearning Objectives: Understand an overview of the AMIS system as well as articulate the required CDFI reporting. Identify tools for planning and preparing for reporting demands and discuss best practices for completing required reporting.
Field of Study: Finance Level: Intermediate 1.6 CPE
2:40–3:30 Breakout sessions by track
FINANCIAL REPORTING – STUMP THE CHUMPS: FASB q&A
Karen Kent, Kevin P Martin & Assoicates; Scott Seamands, Lindquist, von Husen & Joyce; Rodney Sommers, Novogradac
Room: Oak Room
Read MoreLearning Objectives: Identify issues and explain how FASB rules impact your organization.
Field of Study: Accounting Level: Intermediate 1.6 CPE
IT MANAGEMENT – 21st Century management: Wrangling DATA
Brad Blake, POAH; Donald Butler, Homeport; Ann Clift, Foundation Communities; Sharon Lorden, DHIC
Room: Parisian Room
Read MoreLearning Objectives: Identify and discuss specific data efficiencies achieved through automation of routine reporting functions.
Field of Study: Business Management & Organization Level: Intermediate 1.6 CPE
RENTAL Housing – successfully MANAGING the LIHTC Owner-investor relationship
Jennifer Mullaney, OCCH; Gayle Harrold Lacroix, Roxbury Tenants of Harvard, Inc.
Room: Gold Room
Read More- Lacroix Successfully Managing the Owner-Investor LIHTC Relationship
- Mullaney LIHTC Relationship K-1 2018 Tax Return
- Mullaney Capital Analysis Upper Tier Lower Tier
Learning Objectives: Develop two to three action items to use to become involved with the Investor’s asset management staff before operations commence. Understand what minimum gain is and how it is calculated.
Field of Study: Finance Level: Intermediate 1.6 CPE
enterprise-level capital and the home building business: understanding your cash cycle
Steve Peelor, NeighborWorks Capital Corporation
Room: Continental Room
Read MoreLearning Objectives: Explain and discuss the lender’s perspective of how understanding the operating cycle/cash cycle of the nonprofit single-family real estate development business strengthens an organization’s loan request for enterprise-level capital.
Field of Study: Finance Level: Intermediate 1.6 CPE
cdfi – New Forms of Capital to Support Market/ Product Demands
Dana Moore, Compass Advisors; Britney Murphy, Fahe
Room: Far East Room
Read MoreLearning Objectives: Identify the product or market characteristics that drive the need for a different form of capital, and match that to sources of capital.
Field of Study: Finance Level: Intermediate 1.6 CPE
3:40–4:30 Breakout sessions by track
FINANCIAL REPORTING – STUMP THE CHUMPS: FASB q&a
Karen Kent, Kevin P Martin & Associates; Scott Seamands, Lindquist, von Husen & Joyce; Rodney Sommers, Novogradac
Room: Oak Room
Read MoreLearning Objectives: : Identify issues and explain how FASB rules impact your organization.
Field of Study: Accounting Level: Intermediate 1.0 CPE
IT MANAGEMENT – 21st Century management: Wrangling paper (going paperless)
Kathy Long Pence, Self Help Housing; Lance Sutherland, Community Housing Partners
Room: Parisian Room
Read MoreLearning Objectives: Understand and discuss the costs, benefits, and implementation steps involved in “going paperless” in financial/accounting operations.
Field of Study: Business Management & Organization Level: Intermediate 1.0 CPE
RENTAL Housing – NeighborWorks’ Asset Management Planning and the MFInsights benchmarking system
Harold Nassau, NeighborWorks America
Room: Gold Room
Read MoreLearning Objectives: Identify key elements of a strong asset management plan, explain how to assess a plan, and discuss how to measure its implementation.
Field of Study: Specialized Knowledge Level: Intermediate 1.0 CPE
HOME BUILDING – making your way to profitability
John Dillow, Eastern Eight CDC; Angela Gravely-Smith, NeighborWorks America; Mark Mancuso, Housing Resources of Western Colorado
Room: Continental Room
Read MoreLearning Objectives: Facilitate peer discussion about financial analysis & management tools that can help with understanding line of business profitability to support organizational health and growth with emphasis on the single-family development line of business.
Field of Study: Business Management & Organization Level: Intermediate 1.0 CPE
cdfi – Loan Sales: Packaging a Loan Portfolio
Dana Moore, Compass Advisors; Britney Murphy, Fahe
Room: Far East Room
Read MoreDownload Presentation PDF
Learning Objectives: Explain how to package a loan portfolio for sale with the required investor/buyer elements in a loan package submitted for prospective buyer due diligence.
Field of Study: Finance Level: Intermediate 1.0 CPE
6:30 – 8:30 Dine-Arounds
THURSDAY, SEPTEMBER 17
7:30–8:45 Breakfast
Location: Regency Ballroom
8:30–9:45 OPENING – WORKPLACE: BUILDING OUR 21st century WORKFORCE
Room: Gold Room
Read MoreDownload Presentation PDF
Learning Objectives: Will open our day with framing observations on the challenges and opportunities we face in attracting and retaining a talented, diverse workforce.
0.75 CPE
“Talk show”: Can we collaborate to expand diversity in our finance field?
Panelist:
Keri Burns, UT Dallas; Michelle Bush, Corporate Facts; Alvin Saafir, Community Housing Capital; Laura Shackelford, Texas Woman’s University; Celia Smoot, National Affordable Housing Trust; Janice Turner, Mercy Housing
Room: Gold Room
Read MoreLearning Objectives: Discuss the top 10 trends that organizations need to consider to build and retain today’s workforce.
Field of Study: Personnel Level: Intermediate 0.75 CPE
9:45–10:00 Break
10:00–11:30 Breakout sessions
building your workforce through social media
Janice Turner, Mercy Housing
Room: Far East Room
Read MoreLearning Objectives: Explore social media recruiting success and challenges facing today’s workforce. Discuss how to best meet the needs and demands of external competition.
Field of Study: Personnel Level: Intermediate 1.8 CPE
RETENTION THROUGH EQUITABLE COMPENSATION
Dan Hamann, CBIZ
Room: Parisian Room
Read MoreLearning Objectives: Identify best practices, ongoing themes and new innovations in the employee benefits landscape. Craft a comprehensive and inclusive benefits strategy in order to attract and retain top employees.
Field of Study: Personnel Level: Intermediate 1.8 CPE
Property Management Division: Staffing practices to maximize performance
Judy Weber, VIVA Consulting; James Singleton, POAH; Dawn Mathwig, Camden
Room: Regency Ballroom
Read MoreLearning Objectives: Identify key staffing strategies for improving property management operations in your organization.
Field of Study: Personnel Level: Intermediate 1.8 CPE
Your Office of Finance: STAFFING THE CHALLENGES OF GROWTH
Panelist:
Julie Goldfine, Mutual Housing California; Scott Seamands, Lindquist, von Husen & Joyce; Valorie Schwarzmann, Homeport
Room: Oak Ballroom
Read More- Homeport: Top Ten “Wins” in Managing Accounting Staff
- Mutual Housing California: Top Ten Wins in Accounting Department
- NeighborWorks Community Partners: Top Ten Accounting Department Wins
- Scott Seamands’ 10 Most Frequent Suggestions for Accounting Departments
- Homeport: Finance Office Org. Chart
- Mutual Housing California: Finance and Operations Org. Chart
- Mutual Housing California: Structure of Accounting Department
- Mutual Housing California: Overall Organization Chart
- NeighborWorks Community Partners Org. Chart
Learning Objectives: Discuss strategies for managing the staffing challenges in your finance & accounting office that come with organizational growth.
Field of Study: Personnel Level: Intermediate 1.8 CPE
diversity roundtable: can we collaborate to expand diversity in our field?
Panelist:
Keri Burns, UT Dallas; Michelle Bush, Corporate Facts; Alvin Saafir, Community Housing Capital; Laura Shackelford, Texas Women’s University; Celia Smoot, National Affordable Housing Trust
Room: Continental Room
Read MoreLearning Objectives: Identify collaboration strategies for recruitment and career pathways to attract diverse candidates to our finance field of community development.
Field of Study: Personnel Level: Intermediate 1.8 CPE