HOUSING WORKS!

2017 North Carolina Affordable Housing Conference
October 25–26, 2017 Raleigh Convention Center
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Agenda

Agenda

Wednesday, October 25, 2017

7:30–8:30 a.m.
Conference Registration
Continental Breakfast
(Outside Ballroom A) Sponsored by Bernard Robinson & Company, LLP
Exhibitor Set-up

9:30–10:30 a.m.
Opening Session (Ballroom A) Sponsored by AmeriHealth Caritas
   Welcome

David Bennett, executive vice president, Community Investment Corporation of the Carolinas, Raleigh
Satana Deberry, executive director, NC Housing Coalition, Raleigh
Scott Farmer, executive director, NC Housing Finance Agency, Raleigh

   Keynote: David J. Erickson
David J. EricksonDavid J. Erickson, director of community development at the Federal Reserve Bank of San Francisco, will discuss the need for affordable housing development to work in concert with health, education and public safety initiatives to foster community wellness. He also will provide insight on the potential impact of federal changes on community development.




10:30–10:45 a.m.
Coffee/Snack/Phone Break (Lenoir Side Corridor, Downstairs) Sponsored by RBC Capital Markets

10:45 a.m.–12:00 p.m.
Housing Credits 101: Learn the Basics(302ABC)
The success of a Housing Credit development depends on the allocating agency, the developer, the lender and the investor. This session will clarify these roles, analyze a typical tax credit transaction and explain the reservation process and tax credit period.

Derek Hammond, tax senior manager, and Corey Stark, audit manager, Dauby O'Connor & Zaleski, LLC, Carmel, IN

Supportive Housing for Persons with Disabilities: What’s Available (402)
This workshop will compare and contrast the Transitions to Community Living Voucher (TCLV) and the Targeting Program and Key Rental Assistance. Attendees will learn about each program, including who each program is designed to serve, how individuals access the programs, who administers them and much more.

Jessa Johnson, supportive housing policy director, and Stephanie Williams, housing manager, NC Department of Health and Human Services, Raleigh

Keeping Rural Communities on the Map with Affordable Housing (304)
Rural communities need affordable housing, strong economies and a functioning infrastructure to succeed and to prosper. This session will focus on the planning, partnership and long-term efforts needed to support strategic affordable housing investment in rural North Carolina.

Ned Fowler, executive director, NWRHA, Boone; Marcia Perritt, special projects manager, UNC School of Government Development Finance Initiative, Chapel Hill; and Sallie Surface, executive director, Choanoke Area Development Authority, Rich Square

Leveraging Funding for Single-Family Rehabilitation and Weatherization (301B)
Join the discussion on how you can leverage different funding sources to help families in your community with single-family rehabilitation assistance and weatherization strategies. Learn about the wide range of funding opportunities provided by USDA-Rural Development, Weatherization Assistance Program and the NC Housing Finance Agency.

William Kenney, director of the single-family housing program, USDA-Rural Development, Raleigh; Brad Atkinson, weatherization assistance program manager, DEQ, Raleigh; and Mike Handley, manager of housing rehabilitation, NC Housing Finance Agency, Raleigh

Putting the CRA to Work for Your Business (301A)
The Community Reinvestment Act (CRA) is good business for financial institutions and provides an incentive for banks to invest and provide credit in their communities. Join federal regulators for a discussion of their latest research and guidance related to CRA and low- and moderate-income communities: workforce development; economic inclusion and asset building; and affordable mortgage lending resources and tools.

Genevieve Chow, district community affairs officer, Officer of the Comptroller of the Currency, New York; Jeanne Milliken Bonds, MPA, regional community development manager, Federal Reserve Bank of Richmond, Charlotte; and Victor Galloway, community affairs specialist, Federal Deposit Insurance Corporation, Raleigh

Transition: Are You Ready for the Shift? (303)
Significant shifts in the national housing market, demographics, employment and education will occur between now and 2025 and will certainly impact North Carolina. Find out how housing counselors and other professionals can prepare and implement proven management and marketing strategies that produce results and revenue to keep your business on firm ground.

Kris Fountain, CEO, Fountain & Associates, LLC, Concord

12:15–1:45 p.m.
Housing North Carolina Awards Luncheon (Ballroom B/C)
Presented by the NC Housing Finance Agency
Lunch sponsored by CAHEC

The 28th annual Housing North Carolina Awards will celebrate the best affordable housing in the state. Don't miss this chance for an in-depth look at housing that improves lives and strengthens communities.

2:00–3:15 p.m.
Annual Developers Workshop (302ABC)
This intensive workshop outlines proposed changes to the 2018 Qualified Allocation Plan (QAP) and explains how applications for low-income housing tax credits will be evaluated in 2018. Learn what you need to know to apply next year.

Rental staff, NC Housing Finance Agency, Raleigh

Emerging Topics in Fair Housing Law (402)
Fair housing laws are designed to end housing discrimination and promote diverse, inclusive communities. Discover the latest, including recent initiatives and priorities from the US Department of Housing and Urban Development, and learn about timely developments you need to know for future compliance and success.

Jeffrey Dillman, co-director of the Fair Housing Project, Legal Aid North Carolina, Raleigh

Unique Housing Partnerships Create Community Living Options (303)
Hear about innovative partnerships that LME/MCOs have forged with property management companies, developers, nonprofits and others to create and access more affordable housing. Speakers will share strategies on how to best maximize and leverage local, state and federal resources as well as how organizations can collaborate effectively to provide housing and supports.

Jessa Johnson, supportive housing policy director, NC Department of Health and Human Services, Raleigh; Sarah Lancaster, employment & housing manager, Vaya Health, western NC; and Amy Modlin, housing director, Trillium Health Resources, Eastern North Carolina

Disaster Recovery Efforts in North Carolina (301B)
Attendees will get a thorough update on ongoing disaster recovery efforts for Hurricane Matthew and Tropical Storms Hermine and Julia. Topics covered will include CDBG-DR, Hazard Mitigation, Golden Leaf and the NC Housing Finance Agency's efforts throughout the state.

Iris Payne, acting CDBG program director, NC Department of Commerce, Raleigh; Nicholas Burk, HM branch chief and recovery chief of staff, NC Emergency Management, Raleigh; and Mike Handley, manager of housing rehabilitation, NC Housing Finance Agency, Raleigh

Strategies for Housing Affordability in Local Government (304)
The issue of housing affordability affects every community statewide and impacts thousands of North Carolinians. Learn how local governments are finding creative solutions to meet their unique affordable housing needs in their own communities.

Aspen Romeyn, AICP, senior planner ' Regional Planning, Triangle J Council of Government, Durham, and Heather Dillashaw, community development director, City of Asheville

Healthy Nonprofits: Managing for Sustainability (301A)
Learn the secrets of thriving nonprofits, including managing the transition to new executive leadership, evaluating whether to merge with another organization and planning for your organization's stability. Discover best practices you can adopt for continued success and future growth.

Molly Rodgers, director of administration, NC Housing Finance Agency, Raleigh; Patsy Davis, executive director, Mountain Projects, Inc., Waynesville; and Beth Bordeaux, MSW, principal consultant, Partners for Impact, Apex

3:15–3:30 p.m.
Break (Lenoir Side Corridor, Downstairs) Sponsored by Hilltop Securities, Inc.

3:30–4:45 p.m.
Tax Credit Equity Markets: Navigating Through Winds of Change (302ABC)
Comprehensive tax reform discussions have introduced an element of uncertainty into the Low-Income Housing Tax Credit market. As a result, equity investors and developers must remain flexible as they plan and implement new projects. Join a diverse panel of equity syndicators as they discus best practices for these challenging times.

Debbie McKenney, attorney at law, Blanco Tackabery, Winston-Salem; Miles M. Hapgood, III, senior vice president, Stratford Capital Group, Peabody, MA; Bryan Hollander, director of syndication, Enterprise Community Investment, Inc., Raleigh; and Greg Mayo, vice president of acquisitions, CAHEC, Raleigh

Partnerships to Achieving Successful Community Housing (402)
The world of supportive services and housing programs for persons with disabilities can be confusing for property managers. Discover the types of supportive services available to tenants with disabilities; tools available to property managers; and examples of landlords, tenants and service providers working together.

Ken Edminster, housing administrator, and Angela Harper King, community development specialist, NC Department of Health and Human Services, Raleigh; Ann Oshel, Sr. VP of Community Relations for Alliance Behavioral Healthcare, Durham; and Teena Willis, Housing Manager, Partners Behavioral Health Management, Gastonia

Disaster Recovery Case Study: Local Response and Grassroots Efforts (301B)
Flooding and wind damage from Hurricane Matthew and other natural disasters across the state have left many North Carolina communities in trouble. Learn how local responses from grassroots organizations are repairing damage in their communities and helping citizens recover from catastrophe.

Tammy Laurence, CEO, Fayetteville Area Habitat for Humanity; Jeannie Cariker "JC" Lyle, executive director, Wilmington Area Rebuilding Ministry, Inc., Wilmington; and Tommy Gilbert, NC Conference of the Methodist Church Regional Disaster Response Center, Washington

Transforming Communities Through Home Ownership (304)
Affordable home ownership is a key component of the housing continuum that is often overlooked. Come hear from for-profit and nonprofit producers and advocates of affordable home ownership about how different strategies impact local communities.

Rush Otis, director of Southwood Redevelopment, Habitat for Humanity of Greater Charlottesville, VA; Brad Lovin, executive director, NC Manufactured and Modular Homebuilders Association, Raleigh; and Selina Mack, executive director, Durham Community Land Trust

Effective Strategies for Communicating with Policymakers (303)
Learn how to craft your message and design an effective communications strategy to convey your goals to policymakers, decision makers and stakeholders to ensure your organization's continued success. Explore how government relations, communications and marketing can work together to effectively communicate your goals and share your successes.

Laura Puryear, assistant vice president of government relations, McGuire Woods Consulting, Raleigh; The Honorable Brian Turner, NC House of Representatives, District 116, Asheville; and Jerome Malloy, staff assistant, office of Congressman Mark Walker, 6th NC Congressional District, Greensboro

5:00–6:00 p.m.
Networking Reception (Ballroom Lobby) Sponsored by Stratford Capital Group


Thursday, October 26, 2017

8:30–9:30 a.m.
NC Housing Coalition Breakfast (Ballroom B/C)
Breakfast sponsored by BB&T

9:45–11:00 a.m.
Leveraging FHLBA Financing for Supportive Housing (302B)
The Federal Home Loan Bank of Atlanta (FHLBA) has assisted in the production of more than 106,000 units of multifamily rental and single-family housing by both for-profit and nonprofit developers. A notable percentage of those units are in housing developments reserved for individuals and families that are homeless, mentally or physically disabled or recovering from physical or substance abuse. Learn how the FHLBA has found success producing affordable rental units and how it can work with you to provide real estate equity for supportive housing.

Arthur L. Fleming, senior vice president and director of community investment services, Federal Home Loan Bank of Atlanta

What's New in Tax Credit Compliance? (402)
The Low-Income Housing Tax Credit is the primary means of building affordable rental housing in North Carolina. This session will discuss emerging tax credit compliance topics including anticipated changes to income calculations, new physical inspection guidance, issues when combining housing programs, Vacancy and Referral system implementation and the Violence Against Women Act.

Asset management staff, NC Housing Finance Agency, Raleigh

Affordable Home Ownership: It Starts at Closing (301B)
Successful homeowners leverage information into stability. Combining the NC Home Advantage Mortgage' with down payment assistance, the Mortgage Credit Certificate and the Community Partners Loan Pool with education and community resources better empowers buyers to become long-time homeowners. Learn how these great money-saving opportunities can help your low- and moderate-income borrowers.

Teresa Pitt, Realtor, Coldwell Banker, Raleigh

How NCSERVES Helps Veterans (301A)
NCSERVES is North Carolina's first coordinated network of public, private and nonprofit organizations working together to serve veterans and their families. In this session, learn how NCSERVES operates and how it can help with affordable housing needs and help North Carolina veterans get back on their feet.

Kelli Willoughby, warrior and family programs director, Morrisville

Aging in Community: Alternative Models to Affordable Housing (302A)
Options for aging in the community are essential to prolonging independent living and improving quality of life. Learn about the community resources, planning strategies, education, housing adaptation and accessibility modifications needed to support older adults in your community.

Ryan Lavalley, occupational therapist, Partnerships in Aging, Orange County Department on Aging, Chapel Hill; George Fuller, Jr., executive director, Silver Compassion, Raleigh; and Paul Klever, executive director, Charles House Association, Chapel Hill

When Communities Push Back: Strategies for Engagement (304)
Engaging the community in the development of affordable housing is crucial—but challenging. Come hear from affordable housing developers whose recent experiences offer insight for successful community engagement and strategies for overcoming opposition.

Kevin Campbell, president and CEO, Habitat for Humanity of Wake County, Raleigh; Rachel Zeitler, advocacy and societal impact manager, Habitat for Humanity of Wake County, Raleigh; and Yvette Holmes, vice president of resource development and partnerships, DHIC, Raleigh

Mapping Affordable Housing (303)
Crucial to meeting the affordable housing requirements of a community is understanding the geography of that particular need. Come hear from experts on how to use mapping and data to target affordable housing solutions for your community.

Michael Webb, senior research associate, Center for Urban and Regional Studies, UNC-Chapel Hill; and Hugh Devine, professor emeritus in geospatial analytics, North Carolina State University, Raleigh

HUD's Final Rule and What It Means for Your Counseling Agency (302C)
On December 14, 2016, HUD published the final rule for the new certification requirements for housing counseling. This session will go over the mandates and requirements for all HUD-approved housing counseling agencies in addition to housing counseling certification. The NC Housing Coalition, acting as a HUD intermediary, will offer guidance on the final rule for counseling agencies.

Stacie Darden, housing programs officer, NC Housing Coalition, Raleigh; Kris Fountain, CEO, Fountain and Associates, Concord; Donna Ryder, president, DryWorks, Clayton

11:00–11:15 a.m.
Break (Lenoir Side Corridor, Downstairs) Sponsored by Bank of America Merrill Lynch

11:15 a.m.–12:30 p.m.
Industry Update (Ballroom A)

2017 State and Federal Housing Action
Samuel Gunter, director of policy and advocacy, NC Housing Coalition, Raleigh
Will Parry-Hill, manager of government and industry relations, NC Housing Finance Agency, Raleigh

Special Guest

Chris Estes Chris Estes, president and CEO of the National Housing Conference (NHC), currently leads the NHC's strategic direction for policy, communications and research work and serves as a national thought leader on affordable housing and community development issues. He also currently serves on the Board of Directors of the Baltimore Branch of the Federal Reserve Bank of Richmond and the National Low Income Housing Coalition, as well as the Fannie Mae Affordable Housing Advisory Committee.



12:30 p.m.
Conference Adjourns

We will make all PowerPoint presentations available here after the conference.