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Wednesday, October 12, 2016

9:00–10:15 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: Walk to Beautiful

Singer, songwriter and North Carolina native Jimmy Wayne knows all there is to know about growing up in the foster system and being homeless—he spent time there himself. In 2010, this former foster kid put his booming musical career on hold to walk halfway across the United States to raise awareness for kids aging out of the foster care system. He also wrote “Walk to Beautiful,” the harrowing tale of his troubled childhood. The book explores the influence of negative people on the lives of youth, and demonstrates the impact of compassion, love and having a home on children and their futures.

10:45 a.m.–Noon

Housing Credits 101: Learn the Basics

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.

Brad Elphick, CPA, partner, and Chris Key, CPA, principal, Novogradac & Company, LLP, Alpharetta, GA

Download the presentation.

Helping Older Youth Transition out of Foster Care

Youth in foster care face many challenges when they turn 18, including losing their housing. This session will describe the housing challenges these youth face and how North Carolina is addressing this issue. Also included will be information on two local initiatives designed to help these young people transition successfully to adulthood and self-sufficiency.

Stan Holt, PhD, vice president of community impact, United Way of the Greater Triangle, Morrisville; Nancy A. Carter, ACSW, MSW, executive director, Independent Living Resources, Inc., Durham; and Caroline Looney, MA, MS, MHSA, executive director, With Friends, Inc., Gastonia

Download Caroline’s presentation. Download Nancy’s presentation. Download Stan’s presentation.

What to Expect When You’re Inspected

Compliance monitoring on tax credit properties includes onsite review of tenant files and administrative procedures, as well as physical inspection of the development. But what exactly does all that entail? Find out what to expect from an inspection and learn about new compliance rules, efforts to streamline monitoring by multiple agencies and new requirements for management agents for 2017.

Asset management staff, N.C. Housing Finance Agency, Raleigh

Maximize Savings for Your Home Buyers

Learn how the N.C. Housing Finance Agency is using the NC Home Advantage Mortgage and Mortgage Credit Certificates to help home buyers with low and moderate incomes move into new homes. This session will also discuss layering these products with Community Partner Loan Pool funds and other down payment assistance programs to minimize costs and maximize affordability for home buyers.

Lou Sivulka, home ownership advisor, DHIC, Raleigh, and Chris Beaver, mortgage loan officer, Gateway Bank Mortgage, Raleigh

Financing Affordable Housing: Getting Local Governments Involved (402)

While North Carolina’s affordable housing commitment has seen a slight increase after a decade of decline, it is not enough to meet the growing need throughout the state. Local governments must step in to meet increasing demands for affordable housing in their communities. Hear how some municipalities are finding creative ways to fund affordable housing.

Tyler Mulligan, assistant professor, UNC-CH School of Government, Chapel Hill; Cindy C. Reid, affordable housing manager/staff attorney, Town of Davidson; Jeff Staudinger, assistant director for community and economic development, City of Asheville; and Karen Lado, affordable housing consultant, Durham

Download Cindy’s, Karen’s, and Tyler’s (x2 & 3) presentations.

Succession Planning for Your Organization’s Future

Is your organization ready for the tidal wave of baby boomer retirements? Learn how to assist your organization in transitioning from a reactive replacement plan to a proactive strategic solution. Cultivate the understanding that identifying, developing and retaining critical talent has a positive impact on the bottom line.

Molly Rodgers, SPHR, SHRM-SCP, director of human resources and administration, N.C. Housing Finance Agency, Raleigh

Download presentation.

12:15–1:45 p.m.

2016 Housing North Carolina Awards Luncheon

The 27th annual Housing North Carolina Awards will celebrate the best affordable housing in the state. Don’t miss the chance for an in-depth look at housing that improves the lives of residents and strengthens their communities!

2:00–3:15 p.m.

Annual Developers Workshop

This intensive workshop outlines proposed changes to the 2017 Qualified Allocation Plan (QAP) and explains how applications for federal and state tax credits will be evaluated in 2017.

Rental development staff, N.C. Housing Finance Agency, Raleigh

Download the presentation.

Housing First: Ending Homelessness in NC

Housing First prioritizes providing permanent housing to people experiencing homelessness as quickly as possible, and then providing voluntary supportive services as needed. Hear from Housing First experts on how they are implementing this evidence-based approach in two communities to end homelessness and how you can apply it in your community.

Brian Alexander, project specialist, NC Coalition to End Homelessness, Raleigh; Nicole Dewitt, director of outreach, policies and analytics, Community Link, Charlotte; Rose Fisher, director of CIC and Rapid Rehousing, United Way of Forsyth County, Winston-Salem; and Andrea Kurtz, senior director, Housing Strategies, and director, Ten-Year Plan to End Chronic Homelessness, United Way of Forsyth County, Winston-Salem

Download Andrea’s, Brian’s, and Nicole’s presentations.

Emerging Topics in Fair Housing Law

Fair housing laws are designed to end housing discrimination and promote diverse, inclusive communities. Learn the latest, including updates to the U.S. Department of Housing and Urban Development’s recent criminal background guidance, LGBT discrimination and service animal regulations.

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

Download the presentation.

Residential Energy Efficiency: Saving Money While Saving Power

This workshop will explore the federal Clean Power Plan and the potential of the Clean Energy Incentive Program to produce renewable energy and energy efficiency in affordable housing. We will also discuss energy efficiency programs currently available and the potential of on-bill financing for low-income households.

David Neal, staff attorney, Southern Environmental Law Center, Chapel Hill; Al Ripley, director, Consumer and Housing Project, N.C. Justice Center, Raleigh; and Marshall Cherry, chief operating officer, Roanoke Electric Membership Cooperative, Aulander

Download Al’s, David’s, and Marshall’s presentations.

Business Models to Support Housing Counseling

The times are changing—budget cuts are the norm while housing needs continue to increase. Make sure your agency isn’t left behind. This panel session will explore how agencies can remain sustainable and move forward.

Joanna LeClair, senior vice president, community development manager – Carolinas Region, Wells Fargo, Raleigh; Louise Mack, executive director, Prosperity Unlimited, Concord; Harold Rice, Jr., chief program officer, Community Link, Charlotte; and Resea Willis, executive director, Brunswick Opportunities, Leland

The Community Reinvestment Act

On the eve of the 40th anniversary of the Community Reinvestment Act, the CRA continues to be 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 how banks can support local housing and economic development efforts through activities promoted under the CRA.

Denise Kirk-Murray, district community affairs officer, Officer of the Comptroller of the Currency, Charlotte; 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

3:30–4:45 p.m.

Don’t Call It a Comeback: Tax-Exempt Bonds and 4% Tax Credits

Tax-exempt bonds and 4% tax credits might not be as attractive as their 9% tax credit cousins, but plenty of bond deals are closing. Hear a panel of experts discuss the latest and greatest structures and how to make this financing work for your project and community.

Mary Nash K. Rusher, partner, McGuireWoods LLP, Raleigh; Marshall Phillips, principal, CohnReznick, Charlotte; and Darren Swanson, senior vice president, acquisitions, Red Stone Equity Partners, Charlotte

Download the presentation.

Ending Veteran Homelessness

Discover how local and state organizations are working on their own and in partnership to end veteran homelessness. This session will offer lessons learned with the veteran population to provide a blueprint to those who are looking to effect change in civilian homeless populations across the state.

Terry Allebaugh, Ending Veteran Homelessness coordinator, N.C. Department of Military and Veterans Affairs, Raleigh; Jeff Doyle, network homeless coordinator, V.A. Mid-Atlantic Care Network, Durham; and Andrea Kurtz, senior director, Housing Strategies, and director, Ten-Year Plan to End Chronic Homelessness, United Way of Forsyth County, Winston-Salem

Download Andrea’s, Jeffrey’s, and Terry’s presentations.

Affirmatively Furthering Fair Housing

Over the last few years, the U.S. Department of Housing and Urban Development has changed the approach for implementing the duty to affirmatively further fair housing. Wilmington is one of the first jurisdictions in the nation to carry out this new process. Learn about the updated requirements and what Wilmington has underway.

Suzanne E. Rogers, community development and housing planner, City of Wilmington, Community Services Department/Community Development and Housing Section, Wilmington, and Mark Shelburne, senior manager, public policy, Novogradac & Company LLP, Raleigh

Download Suzanne’s and Mark’s presentations.

Social Media in Marketing and Advocacy

Whether you are marketing a program or a product, raising awareness or advocating for a cause, using social media is an efficient, cost-effective way to get results. This session will discuss developing a marketing plan and how social media can be used to enhance advocacy efforts and drive success for your organization. Find out how one housing sponsor is using social media to market in its community.

Connie Helmlinger, APR, manager of communications, and Madison Fisler Lewis, communications specialist, N.C. Housing Finance Agency, Raleigh; and Ruthie Dent, vice president of marketing and special projects, Fayetteville Area Habitat for Humanity, Fayetteville

Download the presentation.

Housing and the Cost of Student Loans

With rising tuition costs comes more student loan debt. This impacts both ability to rent an apartment or buy a home, particularly for the millennial generation. Learn how housing counselors can prepare for what many see as the next financial crisis.

Gordon Oliver, student loan counseling manager, Cambridge Credit Counseling Corp., Agawam, MA

Download the presentation.

Revitalizing and Creating Thriving Neighborhoods

Discover how affordable housing sponsors are using local partnerships and diverse funding sources to solve longstanding community problems while preserving assets and expanding affordable housing options. Learn from peers at two Habitat for Humanity affiliates how they were able to address existing issues to revitalize neighborhoods and help them thrive.

Mitzi Gellman, executive director, and Derek Ross, construction manager, Habitat for Humanity of Catawba Valley, Hickory; and Elizabeth Shonter Cox, CFRE, former executive director, Habitat for Humanity of the NC Sandhills, Aberdeen

Download the presentation.

Thursday, October 13, 2016

8:30–9:30 a.m.

North Carolina Housing Coalition Breakfast

9:45–11:00 a.m.

Partnerships in Community-Integrated Housing

The Transitions to Community Living Initiative (TCLI) provides opportunities for eligible individuals, many of them coming from licensed facilities, to choose where they live and work in North Carolina. This initiative provides long-term housing stability through rental assistance and supportive services, and promotes reduced reliance on crisis services and hospitalizations. Hear from property managers and lead management entities/managed care organizations (LMEs/MCOs) about successes and challenges in implementing TCLI. Also, learn more about rental assistance programs from the N.C. Department of Health and Human Services and the N.C. Housing Finance Agency.

Jennifer Spencer, community manager, NRP Group, Cleveland, OH; Tara Peele, executive director,, Charlotte; Heather Dominique, subsidy administrator programs coordinator, N.C. Housing Finance Agency, Raleigh; Amy Modlin, housing director, Trillium Health Resources, Greenville; Brad Owen, specialized community services and supports director, Smoky Mountain LME/MCO, Sylva; and Trish Farnham, project director, NC Money Follows the Person Demonstration Project, Division of Medical Assistance, Long-term Services and Supports, N.C. Department of Health and Human Services, Raleigh, Kerry Davis, regional property manager, Community Management Corporation, Raleigh

Download Heather’s and Jennifer’s presentations.

NC Foreclosure Prevention Fund: What’s New?

The NC Foreclosure Prevention Fund received an additional $224 million from the U.S. Department of the Treasury this past spring. Learn how that funding is being used to continue preventing foreclosures across North Carolina. This session will provide details regarding mortgage payment assistance, second mortgage refinance, principal reduction and veterans programs, as well as general information about other resources available to help North Carolina homeowners facing foreclosure.

Charlene Smith, manager of the NC Foreclosure Prevention Fund, N.C. Housing Finance Agency, Raleigh

Download the presentation.

Lessons Learned: Dispositions & Improving Organizational Execution in Year 15

Now that the Low-Income Housing Tax Credit (LIHTC) industry is 30 years old, disposition of older properties has become more of a focus. The 15-Year Disposition Market has evolved into a significant sub-set of the LIHTC industry and is no longer related to only post-year 15 properties. Hear experienced panelists discuss the main issues and the techniques developed to improve opportunity for preservation and profit.

Nancy M. Morton, member, and Ellen Wilde, principal, Dauby, O’Connor & Zaleski, LLC, Carmel, IN

Download the presentation.

Alternative Models to Affordable Housing

Producing affordable housing that connects with supportive services requires a broad toolbox. Presenters will discuss projects where tiny homes and farming are being used to provide supportive housing, how co-housing provides a unique opportunity to improve quality of life at a lower cost and the opportunities co-ops present for preserving affordability and encouraging community engagement. Learn how the Farm at Penny Lane and other co-housing projects are exploring using a co-op structure to preserve affordability.

Rebecca Sorensen, MSW, community development consultant, The Farm at Penny Lane, Pittsboro; Katy Ansardi, engaged member, Hart’s Mill EcoVillage, Efland; and Angus Lyall, Bolin Creek Cooperative, Carrboro

Download Angus’ (x2), Katy’s, and Rebecca’s presentations.

The First Rung on the Ladder of Opportunity: An Affordable Housing Agenda

The North Carolina Housing Coalition hosted listening sessions around the state in the Spring, and heard from membership about the state’s housing needs. Join us for the roll out of our 2017 policy agenda and provide feedback on our legislative priorities.

Samuel Gunter, director of policy and advocacy, N.C. Housing Coalition, Raleigh, and Mark Shelburne, vice-chair, N.C. Housing Coalition, and senior manager, public policy, Novogradac & Company LLP, Raleigh

Download the presentation.

Leveraging FHLBA Financing for Supportive Housing

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 non-profit 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. In this session, 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, Community Investment Services, Federal Home Loan Bank Atlanta, Atlanta, GA

Download the presentation.

11:15 a.m.–12:30 p.m.

Industry Update

2016 State and Federal Housing Action

Samuel Gunter, director of policy and advocacy, N.C. Housing Coalition, Raleigh
Will Parry-Hill, manager of legislative affairs, N.C. Housing Finance Agency, Raleigh

What to Expect in 2016 Elections and Beyond

Joe Stewart, executive director of the N.C. Free Enterprise Foundation, will use data analysis and conversations with political operatives and pundits—mixed in with his trademark humor—to share his insights for the 2016 elections. The Free Enterprise Foundation is a nonprofit, nonpartisan organization that conducts objective research and analysis on candidates, campaigns and voter attitudes to help business leaders from all industries better understand the influence of politics, public policy, and the economic vitality in North Carolina.

Download Joe’s presentation.

Benson F. “Buzz” Roberts, president and CEO of the National Association of Affordable Housing Lenders, will offer his perspective on current national housing policy and the outlook following this year’s election cycle. Roberts has been involved in policies such as the Low-Income Housing Tax Credit, the New Markets Tax Credit, the HOME program, the Capital Magnet Fund, bond guarantees for Community Development Financial Institutions and a Treasury-HUD partnership to finance affordable rental housing and is the author or co-author of many books and articles on affordable housing and community development.

Many thanks to our sponsors