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2009 Annual Conference

Thanks to all who attended our 2009 conference. Copies of workshop presentations are available for download below.

To download a 2009 conference brochure, click here.

Tuesday, November 3, 2009

  • 10:45 a.m. – Noon     

Industry Update: How New Laws and Regulations Impact Housing’s Future

2009 brought the first housing budget of the Obama Administration.  Come hear what it means for North Carolina, and get an update on how the American Recovery and Reinvestment funds are being used in our state and on how the 2009 session of the General Assembly is affecting housing.

Sheila Crowley, president, National Low Income Housing Coalition, Washington, DC; Chris Estes, executive director, NC Housing Coalition, Raleigh; and Bob Kucab, executive director, NC Housing Finance Agency, Raleigh

  • 12:15 to 2:00 p.m.

2009 Housing North Carolina Awards Luncheon

The Awards recognize the state’s most outstanding new rental, home ownership and supportive housing developments.

Click here to download the Housing Awards presentation. 

  • 2:15 – 5:00 p.m.        

Annual Developers’ Workshop

This intensive workshop outlines proposed changes to the 2010 Qualified Allocation Plan (QAP) and explains how applications for federal and state tax credits to develop affordable apartments will be evaluated in 2010.

Scott Farmer, director of rental investment, NC Housing Finance Agency, Raleigh; Chris Austin, manager of rental development, NC Housing Finance Agency, Raleigh; Russ Griffin, Sr., construction specialist, NC Housing Finance Agency, Raleigh; Mark Shelburne, counsel and policy coordinator, NC Housing Finance Agency, Raleigh       

Click here to download the Annual Developers' Workshop QAP presentation.

Click here to download a sample application.


  • 2:15 – 3:30 p.m.        

How to Comply with CRA in the Current Economy 
Hear it from the source. Experts will discuss Community Reinvestment Act regulations and community development.

Bonita Irving, district community affairs officer, Office of the Comptroller of the Currency, Boston, MA; and John A. Meeks, community affairs specialist, Federal Deposit Insurance Corporation, Raleigh 

Click here to download Bonita Irving's presentation.

Click here to download John Meek's presentations.

Click here for additional information on CRA compliance.

New Resources Available to Help Homeless

Homelessness Prevention and Rapid Re-Housing Program funds can be used by homeless people and households at risk of eviction to pay rent and certain other expenses, such as utility deposits.  Learn how you can use this program to provide resources to your lower-income tenants and to house the formerly homeless. 

Martha Are, homeless policy specialist, NC Office of Economic Recovery and Investment, Raleigh; and Erin Crossfield, senior policy analyst, NC Housing Finance Agency, Raleigh

Click here to download Martha Are's and Erin Crossfeld's presentations.

Tools for Turning Minority Buyers into Homeowners in a Tight Credit Market

Explore how current economic trends are impacting minority home buyers, including the Hispanic community, and the resources available to address credit and affordability challenges. This Q and A session will include experts from the real estate, banking, mortgage, and credit counseling fields to examine the rapidly changing world of home ownership.            

April Young, assistant vice president, BB&T, Raleigh; Jose Serrano, ReMAX, Raleigh; Lewis Dancy, assistant director of mortgage lending, Self-Help Credit Union, Durham

Click here to download the April Young's presentation.

New Resources: Improving the Energy Efficiency of Your Local Housing Stock

Home Performance with Energy Star is a new initiative to improve the energy efficiency of North Carolina’s existing housing stock, translating into savings for homeowners.  Find out what resources are available and how your organization might benefit from this new collaboration between the NC Housing Finance Agency and Advanced Energy.      

Brian Coble, director of High Performance Homes, Advanced Energy Corporation, Raleigh; and Bob Dunham, manager of home ownership investment, and Dick Smith-Overman, housing rehabilitation team leader, NC Housing Finance Agency, Raleigh

Housing Counselors: State Resources to Save Homes

Learn more about state foreclosure assistance, including the Home Protection Program, run by the NC Housing Finance Agency, the State Home Foreclosure Prevention Program, run by the NC Office of the Commissioner of Banks, and the Mortgage Foreclosure Defense Project, run by Legal Aid of North Carolina.

Tami Hinton, director of consumer affairs, NC Office of the Commissioner of Banks, Raleigh; Johnnie Larrie, managing attorney - Mortgage Foreclosure Defense Project, Legal Aid of North Carolina, Raleigh; Phil Lehman, assistant attorney general, NC Housing Finance Agency; and Rich Lee, foreclosure prevention team leader, NC Housing Finance Agency, Raleigh 

Click here to download Tami Hinton's presentation.

Click here to download Johnnie Larrie's presentation.

Click here to download Rich Lee's presentation.  


  • 3:45 – 5:00 p.m.        

The Complexities of Compliance

Examine current issues faced by tax credit owners and managers, including recent changes to the utility allowance, and discuss the compliance challenges that can arise when combining tax credits with other funding sources.   

Susan Westbrook, supervisor, rental compliance operations, NC Housing Finance Agency, Raleigh; Nina Fedele, director of communications,, Charlotte

Click here to download Susan Westbrook's presentation.

Can FHLB Community Development Programs Work for You?

The Federal Home Loan Bank of Atlanta offers several community development programs. Learn about the Affordable Housing Program, First-Time Homebuyer Program, Community Investment Program, and the Economic Development Program. 

Louis Freeman, business and relationship manager, Federal Home Loan Bank, Atlanta, GA

Click here to download Louis Freeman's presentation.

Moving Veterans from Homelessness to Home

Find out how two organizations are working with the Veteran’s Administration to provide housing and supportive services to homeless veterans to help them regain their independence and dignity in the community.  

Gail Haworth, executive director, The Servant Center, Greensboro; Robert Rogers, president and CEO, Volunteers of America Carolinas, Maple Court; and Bob Williamson, coordinator of services for homeless veterans, VA Hospital, Durham

Click here to download Gail Haworth's presentation.

Click here to download Robert Rogers' presentation.

Could Manufactured Housing Work in Your Next Development?

Manufactured housing, described as America’s unsubsidized affordable housing, is often viewed as part of the problem, rather than a viable housing solution.  Learn how a 30-year nonprofit home builder is successfully using manufactured housing for its clients, the advantages it brings, and how nonprofit intervention can make manufactured housing a better choice for low-income home buyers. 

Diane Korte, Frontier Housing, Morehead, KY

Click here to download Diane Korte's presentation.

Putting Neighborhood Stabilization Funds to Work

Nearly $50 million was awarded to 20 North Carolina local governments, nonprofits and other groups last spring under the federal Neighborhood Stabilization Program. Come hear how three grant recipients are using NSP funds to rehabilitate foreclosed properties, reduce the inventory of vacant homes, provide permanent supportive housing, and work with municipalities and organizations to leverage their NSP financing with private dollars.

Cynthia Blue, housing planner, City of Greensboro; Ron Bodkin, loan officer, Self-Help Credit Union, Durham; and Dan Kornelis, director, Forsyth County Housing Department, Winston-Salem

Click here to download Cynthia Blue's presentation.

Click here to download Ron Bodkin's presentation.

Click here to download Dan Kornelis' presentation.

Housing Counselors: Tools for Ensuring Long-Term Success for Homeowners

Homeowners who get “traditional” loan modifications – where past due amounts and fees are added to the loan, increasing monthly payments – have a 60% higher rate of delinquency than those whose modifications lead to a reduced payment for the life of the loan. Explore research on home buyer success rates and equip your organization with creative strategies to ensure long-term success for homeowners.

Louise Mack, executive director, Prosperity Unlimited, Kannapolis; Roberto Quercia, director, UNC-Chapel Hill Center for Community Capital, Chapel Hill; and Jean Wiles, corporate relations and housing outreach manager, Freddie Mac, Charlotte

Click here to download Jean Wiles' presentation.

Click here to download Roberto Quercia's presentation.

Click here to download the Fight Foreclosure PSA.


Wednesday, November 4, 2009

  • 9:15 – 10:30 a.m.      

New Routes to CRA Credit for your Bank

Discover innovative ways to receive CRA credit for your bank, such as providing financial education and senior housing crime prevention, and participating in new market tax credits through the American Banker’s Association.

Erin Scheithe, director of community outreach, North Carolina Bankers Association, Raleigh; Peter Gwaltney, CEO and vice chairman of the Senior Housing Crime Prevention Foundation, Memphis, TN; and a representative from Deloitte & Touche, LLP

Click here to download Erin Scheithe's presentation.


Keys to Successful Re-Entry Housing  

Research has shown that individuals released from correctional facilities who do not find stable housing in the community are more likely to return to prison than those who do. Re-entry housing can make good economic sense by reducing recidivism and the need for more prison beds in North Carolina while helping previously incarcerated men and women succeed in the community.  Hear from organizations that have successfully developed this housing.

Keith Artin, CEO, TROSA, Durham; Nicole Sullivan, manager of research and planning, NC Department of Correction, Raleigh; and Jeanne Tedrow, president, Passage Home, Raleigh

Click here to download Nicole Sullivan's presentation.

Click here to download Jeanne Tedrow's presentation.

Click here to download additional information on re-entry housing.

Tax Credit 101

Learn the roles of the allocating agency, the developer, the lender, and the investor in a successful Housing Credit apartment development. This session also explores a typical tax credit transaction and examines the reservation process and tax credit period.

Brad Elphick, CPA, principal, Novogradac & Company, LLP, Atlanta, GA

How to Put Stimulus Funds to Work in Your Community   

The American Recovery and Reinvestment Act of 2009 brought millions in stimulus funds for housing and energy efficiency to North Carolina.  Learn what those resources are, how and by whom those funds are being invested, and how your organization might benefit.

Martha Are, homeless policy specialist, N.C. Office of Economic Recovery and Investment, Raleigh; and Larry Shirley, director, N.C. State Energy Office, Raleigh

Click here to download Martha Are's presentation.

Housing Counselors: The Inside Scoop on Working Effectively with Servicers

Hear from banks on how they handle foreclosure and loss mitigation and learn how to work with them for successful resolutions for your clients.

Joseph Ohayon, sr. vice president, Wells Fargo Home Mortgage Servicing, Washington DC; Katie King, community outreach manager, SunTrust Banks, Richmond, VA

Click here to download Joseph Ohayon's presentation.

Click here to download Katie King's presentation.


  • 10:45 a.m. – Noon     

Secondary Market Resources: Where Can You Sell Your Loans?

Find out what secondary market resources are available to sell loans from both single family and multifamily loan portfolios.

Miles O. Vaughn, community development business manager, Housing & Community Development, FannieMae, Charlotte; Jean Wiles, corporate relations and housing outreach manager, Freddie Mac, Charlotte; and Jeff Englund, director of affordable housing group, Greystone Servicing, Tampa, FL

Click here to download Miles Vaughn's presentation.

Click here to download Jean Wiles' presentation.

Click here to download Jeff Englund's presentation.

Communication Tools That Can Help You Counter NIMBYism   

Communicating effectively about the work of building quality affordable housing is more important than ever in these difficult economic times.  The N.C. Housing Coalition will discuss message framing, successful case studies and NIMBY strategies.  Each attendee will receive the Housing Coalition’s new Communications Manual.

Anne Ehlers, communications and development coorditnator, NC Housing Coalition, Raleigh; Debra King, executive director, CASA, Raleigh

Click here to download Anne Ehler's and Debra King's presentation.

How Will Tax Credit Changes Affect Your Next Rental Development?

The Federal Low-Income Housing Tax Credit program underwent its most significant changes in decades this year.  Hear about the changes coming for the 2010 Tax Credit Program.

Jon Gross, principal, and Marshall Phillips, senior manager, Reznick Group, Charlotte

Click here to download Reznick Group's presentation.

The Case for Work-Centered Housing

The UNC-CH Center on Urban and Regional Studies will present its recent study of the need for affordable housing near employment centers in Buncombe County, including the impact on workers, commuting patterns, the environment and employers. The findings could help you locate your next development and educate local governments about the benefits of building affordable housing near employment centers.

Scott Dedman, executive director, Mountain Housing Opportunities, Asheville; Lea Henry, program officer, N.C. Association of Community Development Corporations, Raleigh; and Bill Rohe, director, UNC-CH Center for Urban and Regional Studies, Chapel Hill

Click here to download Bill Rohe's presentation.

Housing Counselors: Preparing Your Clients to Buy Their First Home

Get counseling strategies for your clients on saving, budgeting and managing credit; learn the latest credit card regulations; and hear how home buyer programs from the N.C. Housing Finance Agency may help your clients get into their first home.

Phyllis Caldwell, director, Forsyth County Housing Department, Winston-Salem; John A. Meeks, community affairs specialist, Federal Deposit Insurance Corporation, Raleigh; and Cathy Hatcher, sr. loan underwriter, NC Housing Finance Agency

Click here to download Phyllis Caldwell's presentation.

Click here to download Cathy Hatcher's presentation.

Click here to download a presentation on credit card responsibility.


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