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2010 Workshops

Thursday, September 16, 2010

9:15 – 10:30 a.m.

  • Opening Session

Raleigh Mayor Charles Meeker
North Carolina Treasurer Janet Cowell

10:45 a.m. – Noon

  • Industry Update:

Learn the latest on federal housing policy, what happened in the North Carolina General Assembly, and how the North Carolina Housing Finance Agency will be using its federal recovery funds in 2011.

Chris Estes, executive director, NC Housing Coalition, Raleigh; and Bob Kucab, executive director, NC Housing Finance Agency, Raleigh

Click here to download Chris Estes' presentation.

Click here to download Bob Kucab's presentation.

12:15 – 2:00 p.m.

  • 2010 Housing North Carolina Awards Luncheon

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

2:15 – 3:30 p.m.

  • Tax Credits 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 analyzes a typical tax credit transaction and explains the reservation process and tax credit period. 

Molly Bryson, partner, Nixon Peabody, LLP, Washington, DC

Click here to download Molly Bryson's presentation.

  • Turning Around Distressed Properties

Do you own a multifamily property that is distressed? This session will lay out what improvements can turn your property around and make it profitable.

Frankie Pendergraph, president, the Pendergraph Companies, Raleigh; Scott Pfeffer, president and managing partner, Newbanks, Inc., Cary; and Neil J. Rosen, HCCP, vice president, asset and property management, Ripley Heatwole Company, Inc., Virginia Beach, VA

Click here to download Frankie Pendergraph's presentation.

Click here to download Neil Rosen's presentation.

  • What’s New in Rural Development?

If you’re located in a rural area, hear what multifamily and single-family resources and community programs are available from the USDA to help your clients.

Beverly Casey, director, multifamily housing, Mel Ellis, director, single-family housing, and Bill Hobbs, director, community programs, USDA Rural Development, Raleigh

Click here to download USDA Rural Development's presentation.

  • Using Modular Construction in Affordable Housing

Modular construction can offer significant time and cost savings in building quality affordable housing.  This session provides two examples of how modular construction is being used in the affordable home ownership and Housing Credit rental markets.

David Bennert, owner, Innovo Homes, Asheville; and Dan Johnson, director of marketing, Empire Construction, Knoxville, TN

Click here to download David Bennert's presentation.

Click here to download Dan Johnson's presentation.

  • Lessons Learned on Homelessness Prevention

For nearly a year, local governments and nonprofit organizations have been administering the federal Homelessness Prevention and Rapid Re-housing Program. Service providers will share what they’ve learned about housing homeless individuals and preventing homelessness for families.

Martha Are, HPRP program administrator, North Carolina Office of Economic Recovery and Investment, Raleigh; Amy Modlin, Housing Coordinator, East Carolina Behavorial Health; and Shaneah McCauley, Supportive Services Supervisor, McDowell County Department of Social Services

Click here to download Martha Are's presentation.

  • How Will the SAFE Act Impact Your Organization?

The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) is designed to protect consumers and reduce fraud by encouraging states to establish certain standards for the residential mortgage industry. Find out how this new law may impact your work.

Will Corbett, staff attorney, NC Office of the Commissioner of Banks, Raleigh

Click here to download Will Corbett.

  • Housing Counselors: Stemming the Foreclosure Tide in Your Community

Get the latest information on state foreclosure prevention resources, including new North Carolina initiatives funded by the U.S. Department of Treasury as part of its Hardest Hit Fund.

Rich Lee, foreclosure prevention team leader, NC Housing Finance Agency, Raleigh; and Tami Hinton, director of consumer affairs, NC Office of the Commissioner of Banks, Raleigh

Click here to download Rich Lee's presentation.

Click here to download Tami Hinton's presentation.

3:45 – 5:00 p.m.

  • Housing Credit Application Workshop

If you’re interested in applying for Housing Tax Credits, this session will discuss the application process and explain the important elements of a competitive Housing Credit application.

Scott Farmer, director of rental investment, NC Housing Finance Agency, Raleigh; Mark Shelburne, counsel and policy coordinator, NC Housing Finance Agency, Raleigh; and Chris Austin, manager of rental development, NC Housing Finance Agency, Raleigh 

Click here to download NCHFA's presentation.

  • Equity Financing that Integrates New Markets and Historic Tax Credits

Learn what new markets and historic tax credits are, how they can benefit your Housing Credit project, and how to obtain them. 

Leigh Ann Smith, senior vice president, Bank of America, Charlotte; Robert Mendenhall, partner, Mayer Brown LLP, Charlotte; and Marshall E. Phillips, senior manager, Reznick Group P.C., Charlotte 

Click here to download Leigh Ann Smith's presentation.

Click here to download Marshall Phillips' presentation.

  • Compliance Quandaries – Common Noncompliance Issues in Housing Credit Properties

This session will explain the difference between a desk audit and a physical inspection and teach you what to expect from each. You’ll also learn the most common types of noncompliance issues, how to avoid them, and how to correct them if they do occur.

Susan Westbrook, supervisor, rental compliance operations, NC Housing Finance Agency, Raleigh

Click here to download Susan Westbrook's presentation.

  • Green Building for Small, Affordable Homes

Come hear from one of North Carolina’s leading architects how you can build a small affordable home that is “green.”

David Maurer, AIA, LEED AP, principal, Maurer Architecture, PA / TightLines Designs, Inc., Raleigh

Click here to download David Maurer's presentation.

  • Helping Manufactured Homeowners Secure Their Land

The N.C. Housing Coalition is launching a new initiative to convert existing manufactured home communities into tenant-owned cooperatives.  This will allow homeowners to secure the land under their homes and have an asset they can sell if they wish.  Find out how community-based organizations can partner with the Coalition on this program.

Kevin Drexel, manufactured home community coordinator, NC Housing Coalition, Raleigh; Steve Virgil, associate clinical professor of law, Wake Forest School of Law, Winston-Salem

  • Putting Partnerships to Work for Affordable Housing

Meet the developers of three successful supportive housing projects: a children’s group home; an independent apartment building for persons with disabilities; and a nationally recognized interagency center that provides domestic violence intervention, prevention and shelter services. Learn how all three used Supportive Housing Development Program funds from the N.C. Housing Finance Agency, along with other public and private sources.

Christine Fiske, grant writer, Interact of Wake County, Raleigh; Brenda Speece, executive director, Children’s Home of Iredell County, Statesville; and Mary McCreight, executive director, Reinvestment In Communities of Gaston County, Gastonia

Click here and here to download Christine Fiske's presentation.

Click here to download Mary McCreight's presentation.

  • Housing Counselors: When Can Bankruptcy Prevent Foreclosure?

Should bankruptcy ever be used to stave off foreclosure? Learn when bankruptcy might be appropriate, what Chapter 13 is and how it works, and the process a homeowner should follow to file. 

Ed Boltz, attorney and board member, National Association of Consumer Bankruptcy Attorneys, Durham; Catharine R. Aron, United States Bankruptcy Judge, Middle District of North Carolina; and John Logan, Chapter 13 Trustee for the Eastern District of North Carolina, Raleigh

Click here to download the bankruptcy presentation.

Friday, September 17, 2010

Click here
to download NCHFA's consolidated plan presentation.


9:15 – 10:30 a.m.

  • Community Development Investing and Intermediaries

Community development investors can accomplish their initiatives and diversify risk through investment intermediaries.  Learn how banks and other investors can underwrite these intermediaries and benefit from their wide range of services.

Michelle Rogers, senior vice president and portfolio manager, Community Capital Management, Weston, FL; and Bob Schall, president, Self-Help Ventures Fund, Self-Help Credit Union, Durham

Click here to download Michelle Roger's presentation.

Click here to download Bob Schall's presentation.

Click here to download Donna Fabiana's CDFI presentation.

  • How to Develop an Accommodation/Modification Policy for Your Rental Property 

This session will explain what fair housing law requires in regard to reasonable accommodation and reasonable modification and the consequences for non-compliance.

Bill Rowe, general counsel, N.C. Justice Center, Raleigh; and Adrienne Allison, attorney, Disability Rights NC, Raleigh

Click here to download Bill Rowe's and Adrienne Allison's presentation.

  • Strategies for Engaging the Media and Countering NIMBY Opposition

Discover effective strategies for discussing affordable housing with the media and for dealing with NIMBY opposition. A Charlotte housing group will detail how it successfully dealt with local opposition. Attendees will receive the Housing Coalition’s Housing Communications and NIMBY Guide.

Anne Ehlers, development and communications coordinator, N.C. Housing Coalition, Raleigh; and David Howard, vice president of communications, The Housing Partnership, Charlotte

Click here to download Anne Ehlers' and David Howard's presentation.

  • Update on Foreclosures and North Carolina’s Economy  

UNC-Chapel Hill’s Center for Community Capital will present its latest research on foreclosures in North Carolina and how the state’s housing market is faring in a tough economy.

Roberto Quercia, director, Center for Community Capital, UNC-Chapel Hill; and Keith Ernst, director of research, Center for Responsible Lending, Durham

Click here to download Roberto Quercia's presentation.

Click here to download Keith Ernst's presentation.

  • How Will Housing Credit Changes Affect Your Development?

Many changes to the Low-Income Housing Tax Credit are being considered in Congress for the 2010-2011 year.  Come find out what passed and what the changes mean for North Carolina’s Housing Credit program and for builders, lenders, syndicators and investors.

Jonathan M. Gross, CPA, principal, Reznick Group, Charlotte; and Scott Farmer, director of rental investment, NC Housing Finance Agency, Raleigh

Click here to download Jonathan Gross' presentation.

  • How Home Performance with ENERGY STAR Improves Existing Homes

Home Performance with ENERGY STAR™ is a national program for existing homes that can save energy by improving whole-house performance. You’ll leave this session with an overall understanding of the program, how it is administered and how it may benefit you and North Carolina homeowners.

Brian Coble, director of high performance homes, and Dan Lutz, program field manager, Advanced Energy, Raleigh; and Cal Jordan, senior housing rehabilitation officer, NC Housing Finance Agency, Raleigh

Click here to download Dan Lutz's presentation.

Click here to download Cal Jordan's presentation.

  • Housing Counselors: How to Help Homeowners Facing Delinquencies

Sometimes a loan modification can be the difference between a successful homeowner and foreclosure. This session will explain when loan modifications might be appropriate, how they may help your clients and how to work effectively with servicers.

Cynthia Durant, housing program specialist, Department of Housing and Urban Development, Greensboro; Marie Day, regional servicing community & home preservation director, northeast region; and Jack PenaSoto, community relations manager, southeast region, Wells Fargo Home Mortgage, Raleigh

10:45 a.m. – Noon

  • Financial Integrity of a Rental Property – Whose Responsibility?

Everyone plays a role in making a rental property work.  Learn what the management company, the owner, the syndicator and the lender can do to make a property – and its finances – run more smoothly.

Frankie Pendergraph, president, the Pendergraph Companies, Raleigh; and Jill Odom, vice president, asset management and compliance, CAHEC, Raleigh

Click here to download Frankie Pendergraph's presentation.

Click here to download Jill Odom's presentation.

  • Make Your Voice Heard  

Successful advocacy for affordable housing depends not just on your enthusiasm for what you do or the quality of your programs, but also on how well you communicate with and educate local, state, and federal leaders. Learn from experts about how political decisions are made, how to build relationships with policy-makers, and how you can maximize the attention and support your organization receives through effective advocacy.

Debra King, executive director, CASA, Raleigh; Carley Ruff, policy and outreach coordinator, N.C. Housing Coalition, Raleigh; and Courtney Crowder, director of legislative outreach, Office of the Governor, Raleigh

  • Update on HUD Programs

Get the latest information from the Department of Housing and Urban Development on its multifamily programs and learn how its Section 202 and 811 programs have been redesigned.

Chris Stearns, director, Greensboro Field Office, Department of Housing and Urban Development, Greensboro; Dan Rogers, Director, HUD Atlanta HOC

Click here to download Chris Stearn's presentation.

  • Using Green Technologies in Housing Credit Development

North Carolina has two new multifamily developments featuring the latest in green building. Mountain Housing Opportunities’ new development combines solar, low-income housing and new markets tax credits, while The Affordable Housing Group’s is the first LEED-certified Low-Income Housing Tax Credit apartment building in the state. Come see how these developments were built and financed.

Cindy Weeks, manager of community investments, Mountain Housing Opportunities, Asheville; Zoe Hanes, special counsel, renewable energy, Blanco Tackabery, Charlotte; and Jimmy Royster, development associate, The Affordable Housing Group, Charlotte

Click here to download Cindy Week's presentation.

Click here to download Zoe Hanes' presentation.

Click here to download Jimmy Royster's presentation.

  • How Federal Funds Are Stimulating Home Energy Efficiency

A lot of federal stimulus and job creation money is being invested in home energy efficiency.  Find out what resources are coming to North Carolina, who’s responsible for investing them, and who stands to benefit.

Ward Lenz, State Energy Office of NC, Raleigh; Dan McFarland, Southern Energy Management, Morrisville; and Krista Egger, Advanced Energy, Raleigh

Click here to download Ward Lenz's presentation.

  • Housing Counselors: Navigating the Housing Industry Back into the Black

The housing counseling profession can play a vital role in leading the housing industry out of economic hardship. Get innovative tips on how to manage and market your services during and after the recession and learn who your clients will be in the next generation.

Kris J. Fountain, director of the Community Training Center and the Association of Housing Counselors, Charlotte; and Kenneth Smith

Click here to download Kris Fountain's presentation.


12:15 – 2:00 p.m.

  • N.C. Housing Coalition Annual Membership Meeting and Awards Luncheon

The N.C. Housing Coalition will present its 2010 Volunteer of the Year, Legislator of the Year, and Professional of the Year Awards.



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