Day 1 | September 7, 2022
9:00 a.m. | Registration and Continental Breakfast
11:00 a.m.–12:00 p.m. | Welcome and Keynote Address
Opening Remarks
David Bennett, president, Centrant Community Capital, Raleigh
Samuel Gunter, executive director, NC Housing Coalition, Durham
Scott Farmer, executive director, NC Housing Finance Agency, Raleigh
Housing Alert: Gale Force Demographic Wind Gusts Ahead!
North Carolina is facing a series of demographic headwinds that have enormous implications for our future workforce, workplaces and consumer markets, as well as our ability to create and sustain more inclusive and equitable communities. Come join us for a fascinating discussion of the demographic wind gusts that will change North Carolina forever.
James H. Johnson, Jr., PhD, distinguished professor and director, Kenan-Flagler Business School and Urban Investment Strategies Center, University of North Carolina at Chapel Hill, Chapel Hill
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12:15–1:45 p.m. | Housing North Carolina Awards
Join us for the 2022 Housing North Carolina Awards luncheon. The 33-year-old Housing North Carolina Awards honor the very best in affordable housing development. Recognition is given in the following categories: Home Ownership Impact (Development), Home Ownership Impact (Rehab), Rental Development and Supportive Housing.
Scott Farmer, executive director, NC Housing Finance Agency, Raleigh
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1:45–2:00 p.m. | Networking Break
2:00–3:15 p.m. | Breakout Sessions
Annual Developers Workshop
This intensive workshop outlines proposed changes to the 2023 Qualified Allocation Plant (QAP) and explains how applications for Low-Income Housing Tax Credits (LIHTC) will be evaluated in 2023. Learn what you need to know to apply next year.
Scott Farmer, executive director, NC Housing Finance Agency, Raleigh; and Tara Hall, manager of rental development, NC Housing Finance Agency, Raleigh; and Ronda Moore, sr. attorney and manager of real estate transactions, NC Housing Finance Agency
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Updates in Housing Counseling
This session will provide an update on the new Client Management System being developed for the NC Housing Coalition’s network of housing counseling agencies, common disaster recovery work and the future needs of the housing counseling ecosystem.
Stacie Darden, director of programs and operations, NC Housing Coalition, Durham; and Peter Skillern, executive director, Reinvestment Partners, Durham
Joint Ownership Entity (JOE) Workshop
This session will explore how community development corporations (CDCs) can collaborate to maintain scale and financial heft to remain competitive and profitable in today’s housing market. Learn more about the Joint Ownership Entity (JOE), a joint ownership and asset management structure for property owned by 11 nonprofit CDCs in New York City. JOE leverages the CDCs’ mission-driven, community-based expertise city-wide, allowing them to achieve greater scale. JOE can enhance CDC viability, helping to preserve existing developments for long-term affordability and to acquire and develop new projects and opportunities for nonprofit affordable housing ownership.
David Goldstein, managing partner, Goldstein Hall, PLLC, New York, NY; and Stanley Celius, executive director, Joint Ownership Entity New York City, New York, NY; and Esther Sandrof, chief operating officer, Forsyth Street Advisors, New York, NY
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CRA Regulatory Panel: Supporting Partnerships, Fostering Innovation
Join a panel of speakers from the Office of the Comptroller of the Currency (OCC), the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve Bank of Richmond to learn about each agency’s current priorities and strategic initiatives. Panelists will discuss expanding financial inclusion, addressing the racial equity gap, leveraging partnerships to support greater investment in rural areas and addressing the critical need for workforce housing. Speakers will also provide an overview of the process currently underway to modernize and enhance the Community Reinvestment Act (CRA).
Erika Bell, community development regional manager, Federal Reserve Bank of Richmond, Richmond, VA; Genevieve Chow, district community affairs officer, OCC, Washington, DC; and Victor Galloway, community affairs specialist, FDIC, Atlanta, GA
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3:15–3:30 p.m. | Networking Break
3:30–4:45 p.m. | Breakout Sessions
Housing Credits 101
Want to learn more about the Low-Income Housing Tax Credit (LIHTC)? Curious about the current state of the program and what lies ahead? Take a LIHTC crash course during this session to learn more about the process, the players and the impact of this critically important affordable housing program.
Rebecca Darling and Chris Key, partners, Novogradac & Company, LLP, Atlanta, GA
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Housing Needs for Local Governments
This session will focus on the various ways that local governments across the state of North Carolina have chosen to spend American Rescue Plan (ARP) funding on affordable housing, some of the barriers and opportunities that they have encountered and what opportunities remain.
Christopher Nida, director of technical assistance for cities, NC League of Municipalities, Raleigh
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Olmstead in Action: NC’s Implementation Plan and Housing’s Role
This workshop will provide an overview of North Carolina’s approach to implementing the US Supreme Court’s Olmstead decision for people with disabilities who are in or at risk of entering publicly funded, segregated settings or facilities, with a focus on the vital role housing resources, including the Transitions to Community Living Voucher (TCLV), play in creating inclusive communities.
Sam Hedrick, RN, JD, senior advisor for the ADA, Office of the Secretary, Stephanie L. Williams, supportive housing policy director, Office of the Secretary, and Holly Riddle, MEd, JD, FAAIDD, assistant director for Olmstead plan development, NC Department of Health and Human Services, Raleigh
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New Strategies for Affordable Home Ownership
The home buying market continues to be difficult to access, especially by households of modest means. In this session, panelists will explore themes of improving access to affordable homes, from the needs associated with financing a home purchase to strategies for increasing the supply of affordable homes statewide.
Zack Blizzard, research manager, and Craig Richardson, BB&T Distinguished Professor of Economics, Founding Director, Center for the Study of Economic Mobility, Winston-Salem State University, Winston-Salem
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Financing Affordable Housing and Tackling the Challenge of Heirs’ Property
Join the Federal Home Loan Bank of Atlanta for updates on products and services, including new products launching in 2022 to increase home ownership funding, and a look at a new grant focused on Heirs Property Prevention and Resolution. This information will examine issues posing a significant barrier to minority home ownership, the building of generational wealth in minority communities and more.
Arthur Fleming, senior vice president, director of community investment services, Federal Home Loan Bank of Atlanta, Atlanta, GA
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5:00 p.m. | Networking Reception
Day 2 | September 8, 2022
7:30 a.m. | Registration Opens
8:00–9:30 a.m. | NC Housing Coalition Breakfast
Join the NC Housing Coalition for breakfast as it celebrates successes throughout the year, shares a new strategic vision and invites partners to continue to be a part of the movement to ensure every North Carolinian has a home in which to live with dignity and opportunity.
Samuel Gunter, executive director, NC Housing Coalition, Durham
9:30–9:45 a.m. | Networking Break
9:45–11:00 a.m. | Breakout Sessions
Hot Topics in Housing Credit Compliance
This session will focus on topics of interest to Housing Credits partners, such as the impact of the IRS guidance related to Average Income minimum set-aside election in North Carolina, physical inspection results following the pandemic and the requirements to be on the Approved Management List.
Susan Westbrook, manager of rental assets, NC Housing Finance Agency, Raleigh
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Update on DHHS Strategic Planning
In December of 2021, the NC Department of Health and Human Services (DHHS) began a strategic planning process to guide how it will engage in housing in the future. This session will provide updates on this process and what it means for housing in North Carolina.
Stephanie Williams, supportive housing policy director, Office of the Secretary, NC Department of Health and Human Services, Raleigh; and Ann Oshel, senior vice president of community health and well-being, Alliance Health, Morrisville
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Increasing Affordable Home Ownership in Today’s Markets
Dramatic rises in home prices, low housing inventory and higher mortgage rates have pushed home ownership out of reach for families across North Carolina, especially those with low and moderate incomes. While the state continuously evaluates its programs as a way to respond, local municipalities across North Carolina have also identified a number of new strategies to meet growing challenges for home buyers. Learn how some are using regulatory changes and new public-private partnerships to increase the available supply of affordable homes.
Christopher Valenzuela, housing program manager, Town of Apex; and Sarah Vinas, affordable housing & community connections director, Town of Chapel Hill, Chapel Hill
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Leveraging Funding Sources to Achieve Success in Health and Housing
Join this session to learn how local organizations are leveraging multiple funding sources to achieve success in health and housing in local rehabilitation programs. Hear from a nonprofit organization about how it is leveraging private and public dollars to expand service areas and reach more homeowners. Then, learn about recent changes to programs, including the Urgent Repair Program (URP) and the Essential Single-Family Rehabilitation Loan Pool (ESFRLP).
Kim Gore, director of homeowner services, Wilmington Area Rebuilding Ministry, Wilmington; and Erika Brown, housing program manager, Triangle J Council of Governments, Durham
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LIHTC Equity Panel: Does Every Risk Have a Mitigant?
Low-Income Housing Tax Credit (LIHTC) developers today are navigating an unprecedented combination of challenges, including rising interest rates, significant cost increases and a number of pending and proposed legislative changes at the state and federal levels. All this is occurring as the demand for affordable housing remains at an all-time high. How should developers prepare and respond? Join a panel of tax credit syndicators for a discussion of the current trends affecting equity investments and implications for present and future LIHTC projects in North Carolina.
Brian Flanagan, southeast regional director, RBC Community Investments, Charlotte; Greg Mayo, vice president of acquisitions and risk management, CAHEC, Raleigh; Darren Swanson, managing director of acquisitions, Red Stone Equity Partners, New York, NY; and David Bennett, president, Centrant Community Capital, Raleigh
11:00–11:15 a.m. | Networking Break
11:15 a.m.–12:30 p.m. | Industry Update
The 2022 Industry Update will discuss national housing policy and the political landscape, covering both what has occurred over the last year and what is anticipated in the coming year.
Nikitra Bailey, executive vice president of public policy, National Fair Housing Alliance, Washington, DC
Emily Cadik, chief executive officer, Affordable Housing Tax Credit Coalition, Washington, DC
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