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Wednesday, October 15, 2014

9:00 – 10:30 a.m.


  • David Bennett, executive vice president, Community Investment Corporation of the Carolinas, Raleigh
  • Satana Deberry, executive director, N.C. Housing Coalition, Raleigh
  • A. Robert Kucab, executive director, N.C. Housing Finance Agency, Raleigh

Keynote Address: Housing America’s Future

Renee Lewis Glover, member, Bipartisan Policy Center’s Housing Commission, and board chair, Habitat for Humanity International

10:45 a.m. – Noon

Housing Credits 101: Learn the Basics

The success of a Housing Credit apartment 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.

Brad Elphick, CPA, partner, Novogradac & Company, LLP, Alpharetta, GA

Download Brad’s presentation

Got Credits? Get Beyond the Basics

Learn how first-year credits are calculated, differences for new construction and acquisition/rehab projects, the investor’s interests, and the benefits of taking credits over 11 or 15 years.  The session will also look at compliance issues, technical terminations and recapture.

Nancy Morton, member, Heather Plake, principal, and Jeff Lathrop, member, Dauby O’Connor & Zaleski, Carmel, IN

Download Heather’s presentation.

Private Sector Solutions to Affordable Housing

Hear from developers and local nonprofit leaders about the innovative approaches they are using to generate affordable housing, including supportive housing. This session will highlight private sector partnership models to provide homes for people with the lowest incomes and persons with disabilities, and discuss their strategies for providing affordable and supportive housing.

Mike Marcil, founder, The Empowerment Project, Fargo, ND, and CEO, Bakken Financial Inc.; Ken Story, executive director, The Empowerment Project, Fargo, ND; and Caroline Chambre, director, Housing Works at Urban Ministries Center, Charlotte

Download Caroline’s presentation.

Bringing New Life to Old Neighborhoods

Reviving neighborhoods – and creating new communities – takes intentional effort, a long-term commitment, and most important, local partnerships. Learn about partnerships that led to successful developments in the river arts and downtown districts in Asheville and Elizabeth Heights in Charlotte.

Donnetta Collier, residential real estate coordinator, Self-Help CDC, Charlotte; Don Gately, president, Crossroad Corporation for Affordable Housing and Community Development, Charlotte; and Cindy Weeks, director of community investments, Mountain Housing Opportunities, Asheville

Download Donnetta’s presentation.

Turning Lost Funding into New Housing Options

Loss of operating funds may end a specific program, but doesn’t have to mean the loss of the affordable housing asset. A panel will discuss how they turned funding losses into opportunities to reassess and meet other supportive housing and workforce housing needs in their communities.

Patsy Dowling, executive director, Mountain Projects, Waynesville; Dene Dawson, program manager, Cabarrus Habitat, Concord; Caroline Looney, executive director, With Friends, Gastonia; and Mary Reca Todd, manager of supportive housing, N.C. Housing Finance Agency, Raleigh (moderator)

Download Patsy’s presentation. Download Caroline’s presentation. Download Dene’s presentation. Download Mary Reca’s presentation.

Update on the National Mortgage Settlement

Join this informal town hall session for an update on the landmark 2012 National Mortgage Settlement’s provisions for mortgage servicing.

Josh Stein, independent counsel, Office of Mortgage Settlement Oversight, Raleigh

Download the presentation.

2:15 – 3:30 p.m.

Annual Developers Workshop (2:15 – 5 p.m.)

This intensive workshop outlines proposed changes to the 2015 Qualified Allocation Plan (QAP) and explains how applications for federal and state tax credits will be evaluated in 2015.

Staff, N.C. Housing Finance Agency, Raleigh

Click here, here, here, here, and here to download the presentations.

Does Your Property Have Any Compliance Risks?

Are you wondering what items are included in a physical inspection or tenant file review? This session will explain new compliance rules, efforts to streamline monitoring by multiple agencies and changes resulting from the N.C. Housing Finance Agency’s new Rental Compliance Reporting System.

Staff, N.C. Housing Finance Agency, Raleigh

Download the presentation.

How CoCs are Ending Homelessness

Learn how Continuums of Care (CoCs) are using innovative partnerships and data-driven practice to end homelessness. The CoC leverages private and public partnerships in housing, outreach and supportive services to meet the specific needs of persons experiencing homelessness as they move to stable, permanent housing.

Timothy West, housing program supervisor, City of Winston-Salem; Andrea Kurtz, senior director, Housing Strategies, United Way of Forsyth County; Brian Alexander, executive director, Homeward Bound, Asheville; and Denise Neunaber, executive director, N.C. Coalition to End Homelessness, Raleigh (moderator)

Click here to download Tim’s and Brian’s presentations.

It Takes a Village: Revitalizing Rural Communities

Rural communities face a host of challenges beyond the shortage of affordable housing: job loss, stagnant economic growth and the need to improve infrastructure.  Hear about policy models and collaborative efforts to reinvigorate the state’s rural communities.

Dan Broun, program director, MDC, Durham; Patrick Woodie, acting president, N.C. Rural Development Center, Raleigh; and Beverly Casey, director, Multifamily Housing Programs, USDA Rural Development, Raleigh

Put Rehab Funds to Work in Your Community

Learn more about the N.C. Housing Finance Agency’s Single-Family Rehabilitation Loan Pool and Urgent Repair Program and how one local partner is using them to achieve its community development goals.

Michael Handley, manager of housing rehabilitation, N.C. Housing Finance Agency, Raleigh, and Tim Emmert, planning supervisor, Community Development, Moore County

Download Tim’s presentation.

When Disaster Strikes, Will You Be Ready?

Your building is hit by a tornado. An employee embezzles funds. Or your computer security is compromised. Do you have a disaster plan? This session will discuss how to assess your risks, what should be included in a plan, who should be on your team and how to test your plan.

Tracie Brown, workforce engagement officer, American Red Cross of Eastern North Carolina, Raleigh, and Sam Davis, information services manager, CAHEC, Raleigh

Download Tracie’s presentation. Download Sam’s presentation.

Data Into Dollars: Promoting Your Housing Program Using Client Data

Learn how to measure your agency’s effectiveness and tell your story using your client management system and be able to share that information with funders, supporters, and the general public using various methods.

Kevin J. Prophet, Sr., manager, homeownership business applications, NeighborWorks America, Washington, DC

3:45 – 5:00 p.m.

Raise the Bar on Rental Housing Best Practices

This panel will provide tips on how to increase access to affordable housing for difficult-to-house applicants and improve the community experience for residents. You’ll also learn how both can potentially improve your property’s bottom line.

Chris Parrish, rental property owner, Raleigh; Mike Marcil, founder, The Empowerment Project, Fargo, ND, and CEO, Bakken Financial Inc.; Ken Story, executive director, The Empowerment Project, Fargo, ND

Download Chris’ presentation.

Moving from Institutions to Communities: Olmstead Update

This session will update you on the U.S. Department of Justice’s Olmstead settlement, which requires persons with disabilities to be transitioned from institutions into community-based housing and care. You’ll hear from the N.C. Department of Health and Human Services about the new Housing and Community Based Services rule and its impact on housing for persons with disabilities.

Staff, N.C. Department of Health and Human Services, Raleigh

Click here and here to download the presentations.

Harness the Power of a Local Housing Coalition

With state and federal housing resources scarce, it is increasingly important that affordable housing advocates and providers join forces to promote local initiatives. Housing coalition leaders will share tips and success stories for educating the public and lawmakers about housing issues and increasing local affordable housing opportunities.

Susan Levy, executive director, Orange County Habitat for Humanity, and J.C. Skane, executive director, Wilmington Area Rebuilding Ministries

Get More Clients into New Homes

If you are a lender, housing counselor, or nonprofit home ownership provider, join us to hear how the N.C. Home Advantage Mortgage and the Community Partners Loan Pool, can get more of your clients into homes. Both offer down payment assistance and they can be combined with one another, as well as with Mortgage Credit Certificates for first-time buyers.

Jane Buchholz, training and outreach coordinator, and Joshua Burton, team leader, home ownership development, N.C. Housing Finance Agency, Raleigh

Download Josh’s presentation.

How Will New Mortgage Rules Affect Consumers?

The Consumer Financial Protection Bureau issued a number of changes to mortgage compliance require­ments that went into effect in January. This workshop will provide an overview of the Ability to Repay Rule, Qualified Mortgage Standards and other new mortgage lending regulations. You’ll also get tips on guiding home buyers through these new rules.

Ellen Harnick, senior policy counsel, Center for Responsible Lending, Durham, NC

Download the presentation.

Thursday, October 16, 2014

9:45 – 11:00 a.m.

RADical Departures:  Understanding HUD’s Rental Assistance Demonstration Program

The Rental Assistance Demonstration (RAD) is more than just the Department of Housing and Urban Development’s latest approach to addressing affordable housing needs – it’s a fundamental shift in the national public housing model. Learn more about RAD and what to expect as implementation continues and projects are completed.

Lee Cochran, vice president, Laurel Street Residential, Charlotte, and Sam Foust, executive director, Salisbury Housing Authority, Salisbury

Download Lee’s presentation.

Year 15: Determining Your Strategy

Determining the preservation strategy for your portfolio begins with underwriting and continues through compliance. Our panelists will share their collective experience with Year 15 exit strategies, re-syndication opportunities and recycling portfolios. They’ll also discuss financing your strategy from the developer and investor perspective and determining what is best for your portfolio and all stakeholders.

George Carr, president, Beacon Management Company, Greensboro; Ragan Ramsey, director of development, WAJ Management, LLC, Raleigh; John Rucker, executive vice president, Merchant Capital, LLC, Montgomery, AL; Gregg Warren, executive director, DHIC, Inc., Raleigh; and Marshall Phillips, principal, CohnReznick, Charlotte (moderator)

Housing Resources that Bring Veterans Home

Get an overview of housing resources available to veterans, covering the spectrum from supportive and transitional housing opportunities to subsidy products that facilitate home ownership.

Art Fleming, senior vice president and CIS director, Federal Home Loan Bank, Atlanta; Neil Rosen, NJR Real Estate Consulting, LLC, Virginia Beach, VA; Jeff Doyle, mid-Atlantic network homeless coordinator, Veterans Administration, Raleigh; and Mary Reca Todd, manager of supportive housing, N.C. Housing Finance Agency, Raleigh (moderator)

Download Neil’s presentations.

Make Your CRA Activities Count

CRA performance criteria test the degree of innovativeness (lending, investment and services), complexity (investments and lending), responsiveness to credit and community development needs (investments) and flexibility (non-community development lending).  Learn more about these performance criteria and hear about examples that have received favorable consideration in examinations.

John Meeks, community affairs specialist, Federal Deposit Insurance Corporation, Raleigh, and Vonda Eanes, district affairs officer, Office of the Comptroller of the Currency, Charlotte

Download Vonda’s presentation.

Tiny Homes, Big Results: Another Approach to Affordable Housing

Discover a range of approaches and examples of small housing units and how they can meet affordable housing needs. This session will showcase the unique opportunities of small housing alternatives, from micro units in multifamily housing, to small and ancillary units in single family housing. You’ll see these strategies in action with two alternative land development case studies.

Thomas Barrie, AIA, director, College of Design, N.C State University, Raleigh, and David Maurer, AIA, Tightlines and Maurer Architecture, Raleigh

Click here and here to download David’s presentation. Download Thomas’ presentation.

Hot Topics in Fair Housing Law

The Fair Housing Act has always sought to end housing discrimination and promote diverse, inclusive communities. Learn the latest, including an update on HUD’s Affirmatively Furthering Fair Housing rule and protections created for service and assistance animals under the ADA and Fair Housing Act.

Jeffrey Dillman and Jack Holtzman, co-directors, Fair Housing Project, Raleigh

For more information, please contact the NC Fair Housing Project.

Mortgage Pre-qualification: What You Need to Know

Come hear a panel of lenders discuss the changing landscape of mortgage pre-qualification. The session will include an overview on Good Faith Estimates, credit reports, closing statements and other information you should be aware of for your clients.

Astrid M. Taylor, certified community mortgage specialist, BB&T, Raleigh, Nikki Richardson, vice president/city officer, State Employees Credit Union, Greensboro, and Jon Overfelt,branch sales manager, Wells Fargo Home Mortgage, Raleigh

11:15 a.m. – 12:30 p.m.

Industry Update

Join N.C. Housing Coalition Executive Director Satana DeBerry and N.C. Housing Finance Agency Executive Director A. Robert Kucab for an overview of what happened in the 2014 General Assembly and how it will impact affordable housing, your business and your clients. Robert C. Moss, principal and national director of government affairs, CohnReznick, will share his insights on federal housing issues.

Download Bob Moss’ presentation.

Many thanks to our sponsors