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2011 Workshops

Tuesday, November 1, 2011

7:30 – 9:30 a.m.

  • Conference Registration and Continental Breakfast
    Exhibitor Set-up

8:45 a.m.

  • Welcome

9:00 – 10:30 a.m

  • Opening Plenary
    Matt Martin, senior vice president, Federal Reserve, Bank of Richmond, Charlotte branch
    Joseph A. Smith, Jr., N.C. Commissioner of Banks, Raleigh
    Ethan Handelman, director of policy and advocacy, National Housing Conference, Washington, DC
    Chris Estes, executive director, N.C. Housing Coalition, Raleigh

    Click here to download Matt's presentation.

10:30 – 10:45 a.m.

  • Coffee/Snack/Phone Break

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 various funding programs in 2012.

    Chris Estes, executive director, N.C. Housing Coalition, Raleigh
    Bob Kucab, executive director, N.C. Housing Finance Agency, Raleigh

    Click here to download Chris' presentation.

12:15 – 2:00 p.m.   

  • 2011 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 – 5:00 p.m.

  • Annual Developers Workshop
    This intensive workshop outlines proposed changes to the 2012 Qualified Allocation Plan (QAP) and explains how applications for federal and state tax credits to develop affordable apartments will be evaluated in 2012.

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

    Click here to download the presentation.

2:15 – 3:30 p.m.

  • Rental Monitoring: What Does the N.C. Housing Finance Agency Look For?
    Prepare for your next monitoring review by attending this session which will explain the items looked at during a physical inspection or tenant file review. You’ll learn about the most common areas of noncompliance and how to avoid having a finding for your rental property.  

    Compliance staff, N.C. Housing Finance Agency, Raleigh

    Click here to download the presentation.

  • How Can Green Building Sustain Your Development?
    Hear how North Carolina’s affordable housing producers are working to ensure a sustainable future. This session will delineate various green building initiatives and products and offer practical information on using them in your developments.

    Maria Kingery, chair, N.C. Sustainable Energy Association, Raleigh, and co-founder, Southern Energy Management, Inc., Morrisville

    Click here to download Maria's presentation.

  • Addressing the Housing Shortage for Adults with Developmental Disabilities
    Shortages in appropriate housing for adults with developmental disabilities are expected to worsen in coming years. Learn about the impact of aging parents, the rise in traumatic brain injuries and autism, and the shift away from family care homes, and how your community can prepare for the increased demand.

    Dennis Bradshaw, executive director, Residential Services, Inc., Chapel Hill
    Dave Richard, executive director, The Arc of North Carolina, Raleigh
    Vicki Smith, executive director, Disability Rights North Carolina, Raleigh

    Click here to download Dennis' presentation.
    Click here to download Vicki's presentation.

  • A System in Transition: HEARTH & Homelessness in North Carolina
    The Homelessness Emergency Assistance and Rapid Transition to Housing (HEARTH) Act amends and reauthorizes the McKinney-Vento Homeless Assistance Act with changes that could significantly shift how communities address homelessness. Get an overview of these changes and learn about other key sources of funding.

    Denise Neunaber, executive director, North Carolina Coalition to End Homelessness, Raleigh

    Click here to download Denise's presentation.

  • Communications Strategies to Promote Affordable Housing: Part 1: Messaging and NIMBY-ism
    Explore the public’s impressions about affordable housing, where NIMBY-ism comes from and messaging strategies to influence change. Speakers will share their experiences combating NIMBYism. Discover how to use stories, framing, social math, media, images and community organizing to create an impact.

    Anne Ehlers, development and communications coordinator, N.C. Housing Coalition, Raleigh
    Natalie Britt, vice president for rental development, DHIC, Raleigh

    Click here to download the presentation.

  • Housing Counselors: Continuing the Fight Against Foreclosures
    Obtain the latest information on state foreclosure prevention resources, including the N.C. Foreclosure Prevention Fund and the State Home Foreclosure Prevention Project. 

    Rich Lee, foreclosure prevention team leader, and Mary Holder, foreclosure prevention fellow, State Home Foreclosure Prevention Project, N.C. Housing Finance Agency, Raleigh

    Click here to download Rich's presentation.
    Click here to download Mary's presentation.

3:30 – 3:45 p.m.

  • Coffee/Snack/Phone Break

3:45 – 5:00 p.m.   

  • What’s New in Community Development from the Federal Home Loan Bank?
    This session will explain all the community development programs offered by the Federal Home Loan Bank of Atlanta, including new initiatives being rolled out this year.

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

    Click here to download Louis' presentation.

  • Fair Housing and Zoning/Land Use Issues
    Learn more about North Carolina’s newly formed state-level Fair Housing Project and how you can get involved.  This session will explore landlord/tenant issues, testing sites, and NIMBY/land use regulations of the N.C. Fair Housing Act.

    Jack Holtzman, director, N.C. Fair Housing Project, Raleigh

    Click here to download Jack's presentation.

  • Improving Energy Efficiency in Existing Homes
    Home Performance with ENERGY STAR improves whole-house energy efficiency in existing homes and lowers residential energy usage, thereby increasing the long-term affordability of home ownership.  Find out how your organization can tap into this national initiative to lower costs for homeowners in your developments.

    Dan Lutz, program field manager, Advanced Energy, Raleigh
    Dick Smith-Overman, team leader, Housing Rehabilitation, N.C. Housing Finance Agency, Raleigh

    Click here to download Dan's presentation.
    Click here to download Dick's presentation.

  • Creating Supportive Housing for Special Populations
    Discover innovative approaches for addressing the housing needs of special populations in your community from experts who successfully developed supportive housing for women coming out the prison system, young adults transitioning from foster care, and homeless veterans.

    Jeanne Tedrow, CEO, Passage Home, Inc., Raleigh
    George Bryan, president, The Children’s Home, Inc., Winston-Salem
    Robert Rogers, president, Volunteers of America of the Carolinas, Columbia, SC

    Click here to download Jeanne's presentation.
    Click here to download George's presentation.
    Click here to download Robert's presentation.

  • Communications Strategies to Promote Affordable Housing Part 2: Marketing tips, tricks and tools
    First impressions are formed, on average, in less than 5 seconds. This includes personal meetings, websites and printed materials. This session will offer tips to increase your impact, including how to craft op-eds that actually get read, improve your social media presence, use your website for advocacy, and keep in touch with your constituency.    

    Anne Ehlers, development and communications coordinator, N.C. Housing Coalition, Raleigh
    Julianne McCollum, principal, Yellow Duck Marketing, Charlotte

    Click here to download the presentation.

  • Counseling Potential Home Buyers: Make the Housing Finance Agency Your First Stop
    If you’re a lender or housing counselor working with first-time home buyers, the N.C. Housing Finance Agency’s home ownership programs can help. This interactive session will focus on how recent changes to the longstanding FirstHome Mortgage have kept it a safe, viable option for buyers. You’ll also learn how community-based partners are developing affordable homes, preparing home buyers and running IDA programs that help first-time buyers who need a bit more preparation and gap financing to close the deal in a tighter market.

    Keir Morton-Manley, program development officer, and Kim Hargrove, team leader, home ownership, N.C. Housing Finance Agency, Raleigh

    Click here to download Keir's presentation.

5:00 – 6:00 p.m.   

  • Networking Reception
  • Dinner on Your Own


Wednesday, November 2, 2011

7:30 – 9:00 a.m.   

  • Registration and Continental Breakfast

8:00 – 9:00 a.m.

  • The Association of Housing Counselors Annual Membership Meeting
    Breakfast will be served.

9:15 – 10:30 a.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.

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

    Click here to download Brad's presentation.

  • Improve the Curb Appeal of Your Development
    You can upgrade the look of your development by enhancing its landscaping. This session will offer low-cost tips on the types of grass to plant, when to fertilize, how to control weeds, and how to combat drainage and pest control problems. Learn how you can improve curb appeal by adding color to your site and effectively utilizing your maintenance staff.

    Frankie Pendergraph, president, the Pendergraph Companies, Raleigh

    Click here to download Frankie's presentation.

  • Transform Your Community with Healthy, Active Living Design
    How do you encourage healthy living and greater physical activity when designing new communities and redeveloping existing neighborhoods? Discover how community groups and local governments are working together on active living design. Also learn about best practices for community gardens and integrating local produce into your food systems.

    David Bonk, manager, Long Range and Transportation, City of Chapel Hil
    Diane Beth, nutrition manager, Division of Public Health, N.C. Department of Health and Human Services, Raleigh

    Click here to download David's presentation.
    Click here to download Diane's presentation.

  • Tailoring Land Trusts to Meet Community Priorities
    Executive directors from community land trusts in Chapel Hill, Durham and Wilmington will discuss the development and funding of their land trust models and how they each structure their deals to achieve policy priorities specific to their communities. 

    Erin Diener, executive director, Cape Fear Land Trust, Wilmington; Robert Dowling, executive director, Community Home Trust, Carrboro
    Selina Mack, executive director, Durham Community Land Trust, Durham

    Click here to download Erin's presentation.
    Click here to download Robert's presentation.
    Click here to download Selina's presentation.

  • Property Tax Valuation of Affordable Housing
    Learn about the approaches to valuating affordable housing for property tax assessment purposes. Topics will include the statutory and case law framework for valuations and the property tax appeals process.

    Todd Brockmann, Esq., attorney, The Brockmann Law Firm, P.C., Charlotte

    Click here to download Todd's presentation.

  • Housing Counselors: Update on Consumer Protections
    Learn about the latest changes in financial protections and lending laws in North Carolina and learn what the federal Consumer Financial Protection Bureau offers for your clients. 

    Debbie Goldstein, chief operating officer
    Chris Kukla, senior counsel for government affairs, Center for Responsible Lending, Durham

    Click here to download the presentation.

10:30 – 10:45 a.m.   

  • Coffee/Snack/Phone Break

10:45 a.m. – Noon   

  • What’s Next for the Nation’s Housing Credit Program?
    For nearly 25 years, the Low-Income Housing Tax Credit has thrived as the nation’s most successful affordable rental housing production program.  Join industry experts as they discuss the challenges facing the Housing Credit program for 2012 and beyond.

    Gira Bose, senior legislative and policy associate, National Council of State Housing Agencies, Washington, DC
    Dana Boole, president and CEO, CAHEC

  • Smoke Free Rental Housing: Should You Implement It?
    This session will discuss why rental properties may want to consider adopting smoke-free policies and will outline legal considerations and implementation strategies. In addition, you will hear from a landlord whose properties have gone smoke-free.

    Sally Herndon, head, Tobacco Prevention and Control Branch, Division of Public Health, N.C. Department of Health and Human Services

    Click here to download the presentations.

  • How Nonprofits Are Stabilizing Neighborhoods
    As housing woes continue, nonprofits are using communication strategies, diversification and creative partnerships to stabilize communities. Learn how local Habitat for Humanity affiliates, other nonprofits, and local governments are working together to revitalize neighborhoods in Durham and Greensboro.

    Rebecca S. Hix, neighborhood revitalization director, Habitat for Humanity International, Americus, GA
    Mayme Webb-Bledsoe, coordinator, The Quality of Life Project, Duke University Office of Community Affairs, Durham
    Gene Brown, executive director, Housing Greensboro, Greensboro

    Click here to download Rebecca's presentation.
    Click here to download Gene's presentation.

    To view the video on the Durham Quality of Life Project, click below: (part 1) (part 2)

    For the video on Habitat for Humanity of Wake County's Neighborhood Revitalization Initiative in Long Acres, click below:

  • Advocacy 101
    With housing resources in jeopardy at all levels of government, your voice is needed now more than ever.  Successful advocacy is tied to 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 to maximize the attention and support your organization receives through effective grassroots and “grass-top” advocacy.

    Morgan Jackson, principal, Nexus Strategies, Raleigh
    Debra King, executive director, CASA, Raleigh
    Carley Ruff, policy and outreach coordinator, N.C. Housing Coalition, Raleigh

  • Could a Community Foundation Help Get Your Supportive Development off the Ground?
    Community foundations are helping to make supportive housing possible in communities across North Carolina.  Find out what funding and technical assistance resources may be available to your nonprofit service organization.

    Jennifer Tolle Whiteside, president and CEO, North Carolina Community Foundation, Raleigh
    Scott Wierman, president, Winston-Salem Foundation, Winston-Salem

  • Compliance and Your Property
    After closing, how do you maintain compliance on your rental property? Learn about compliance with IRS regulations, maintenance, and the ins and outs of tenant compliance.

    Christa Willis, compliance specialist, First Housing Florida, Tampa, FL
    Heather Wheeler, assistant vice president, First Housing Florida, Tampa, FL

    Click here to download the presentation.

  • Housing Counselors: Building Relationships with Local Lenders
    A panel of mortgage lending partners will discuss changes in the lending environment and offer suggestions on the best way to partner with local lenders. If you’re a counselor interested in examples of lender-counseling agencies that work or want to learn how to access funding from lender foundations, this session is for you.

    Speakers from BB&T, RBC Bank, Wells Fargo, Self-Help Credit Union and USDA

12:15 – 2:00 p.m.     

  • N.C. Housing Coalition Annual Membership Meeting and Awards Luncheon
    Shirley Franklin, former mayor of Atlanta and current chair of the board and chief executive officer of Purpose Built Communities will be giving the keynote address. The N.C. Housing Coalition will also present its 2011 Volunteer of the Year, Professional of the Year, and Service to Affordable Housing Awards.

    Shirley Franklin, chair of the board and chief executive officer, Purpose Built Communities, Atlanta

2:00 p.m.  

  • Conference Adjourns
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