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2013 Workshops

Tuesday, September 10, 2013


9:00 – 10:30 a.m.


David Bennett, marketing director, Community Investment Corporation of the Carolinas, Raleigh; Satana Deberry, executive director, N.C. Housing Coalition, Raleigh; Bob Kucab, executive director, N.C. Housing Finance Agency, Raleigh

Keynote Address: Demographic Trends that Will Transform North Carolina

James Johnson, director of the Urban Investment Strategies Center at the University of North Carolina Kenan Flagler Business School, Chapel Hill

Click here to download Dr. Johnson's presentation.


10:45 a.m. – Noon

Tax Credits 101
A successful Housing Credit apartment development depends on the allocating agency, the developer, the lender and the investor. This session will clarify their 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

Click here to download the presentation.

Projecting Development Costs from Inception to Cost Certification
How do you develop an accurate budget for your Housing Credit development? How do you determine eligible basis? What happens when there are cost overruns? Learn how to create your budget, including how to avoid common mistakes and how to resolve them when they do happen.

Frankie Pendergraph, president, The Pendergraph Companies, Raleigh, and Margaret Thompson, partner, Dixon Hughes Goodman, LLP, High Point

Click here to download the presentation.

Advancing Your Community Reinvestment Act Business Development Strategy
Learn how to better link CRA compliance objectives with your bank’s business development, sales and customer acquisition objectives and hear success stories from the Federal Home Loan Bank of Atlanta. This session will guide you in refining your strategy and developing a tool kit to advance your objectives.

Arthur L. Fleming, senior vice president/director, Community Investment Services, Federal Home Loan Bank, Atlanta, GA

Click here to download the presentation.

Strategies for Ending Homelessness in Rural and Urban North Carolina
While permanent supportive housing is gaining popularity as the preferred approach for addressing homelessness, the model changes depending on the needs and location of the populations served. A panel of rapid re-housing and permanent supportive housing providers will discuss what strategies work best for rural and urban areas, their pros and cons, and evidence-based practices.

Caroline Chambre, executive director, Moore Place, Charlotte; Amy Modlin, housing director, and Talaika Williams, housing coordinator, East Carolina Behavioral Health, Greenville; and Nicole Dewitt, MSW, director of outreach, policy & analytics, Community Link, Charlotte

Click here to download Caroline's presentation.
Click here to download Amy's presentation.
Click here and here to download Nicole's presentation.

When Fair Housing and Zoning/Land Use Issues Intersect
Understanding fair housing laws is crucial for ensuring that zoning and land use practices do not include discriminatory restrictions that limit housing opportunities. Learn the key laws and what obligations local governments and CDBG recipients have to promote and uphold them.

Richard Boulden, agency counsel, N.C. Human Relations Commission, Raleigh, and Jeff Dillman, co-director, N.C. Fair Housing Project, Raleigh

Click here to download the presentation.

The Changing Face of Public Housing
Innovative practices and partnerships have changed the look and effectiveness of public housing. Hear about exciting new developments in Charlotte and Wilmington, such as the Choice Neighborhoods program, the Rental Assistance Demonstration (RAD) program, and LEED-certified public housing.

Karen Schraml, HEO coordinator, Wilmington Housing Authority, and Eric Johnson, chief development officer, Charlotte Housing Authority

Click here to download the presentations.

Green & Healthy Make $en$e
Unhealthy and unsafe housing poses risks for occupants that can sometimes lead to housing loss and homelessness. Learn how comprehensive community partnerships that promote healthy homes are reducing health care costs, lowering school and work absences and helping prevent deterioration of housing stock.

Beth McKee-Huger, executive director, Brett Byerly, Healthy Homes specialist, and Dominica Darby, Healthy Homes housing counselor, Greensboro Housing Coalition

Click here to download the presentation.

Housing Counselors: Update from the Office of Mortgage Settlement Oversight

How has the landmark 2012 National Mortgage Settlement affected homeowners in North Carolina? Join this informal, town hall-style session for an update from the agency charged with monitoring and enforcing the Settlement Agreement’s provisions. You’ll have an opportunity to share your experiences collaborating with mortgage servicers to assist distressed borrowers.

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

2:15 – 3:30 p.m.

Annual Developers Workshop
This intensive workshop outlines proposed changes to the 2014 Qualified Allocation Plan (QAP) and explains how applications for federal and state tax credits to develop affordable apartments will be evaluated in 2014.

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

Click here to download the presentation.

Don’t Let the Bed Bugs Bite Your Property!
Concerned about the impact a bed bug outbreak could have on your property? Learn what bed bugs are, how prevalent they are and how to know if you have them. This session will also discuss how you can work with your tenants to prevent and control the spread of bedbugs.

Madlyn Morreale, JD, MPH, supervising attorney, Medical Legal Partnership Program, Legal Aid North Carolina, Durham, and Jung W. Kim, PhD, environmental senior specialist/bed bug specialist/entomologist, N.C. Department of Agriculture & Consumer Services, Raleigh

Community Reinvestment Act: Successful Programs, New Developments
Explore CRA examination issues and the proposed CRA Question & Answer revisions, including how the revisions may impact both examinations and non-bank CRA stakeholders. Attendees will also learn best practices and tips for developing a CRA program and preparing for an examination.

John Meeks, community affairs specialist, FDIC, Atlanta Region, and Elaine M. Hunter, CRCM, FDIC compliance examiner, Raleigh

Click here to download the presentation.

Transitions to Community Living Initiative
The 1999 Olmstead Supreme Court ruling addressed when public entities must provide community-based services to persons with disabilities. A 2012 agreement between North Carolina and the U.S. Department of Justice specifies that persons with mental illness have more choice about housing options. Learn about the Transitions to Community Living Initiative and how it is implementing a tenant-based rental assistance program and leveraging other housing programs.

Martha Are, state homeless policy specialist, and Jessica Keith, special advisor on ADA, N.C. Department of Health and Human Services, Raleigh

Click here to download Martha's presentation.

Strategies for Connecting Housing and Transportation
Affordable housing developments that offer viable transportation options create thriving communities by getting workers to jobs and consumers to businesses. Hear about planning and community organizing strategies that link affordable housing with public transportation.

Tazra Mitchell, policy analyst, NC Budget and Tax Center, Raleigh, and Karen Lado, vice president, Enterprise Community Partners, Raleigh

Click here to download the presentations.

Impressions, Influence and Impact: Communication Tactics That Work
To influence change, affordable housing providers and advocates need to understand the public’s impressions, where NIMBY-ism comes from and how to effectively communicate their message. Learn about messaging strategies that create an impact and how your online presence can affect public opinions and strengthen your connection with your audiences.

Anne Ehlers, communications and marketing director, N.C. Housing Coalition, Raleigh

Click here to download the presentation.

Housing Counselors: New Opportunities for Home Buyers
Discover how you can help home buyers gain access to the N.C. Home Advantage Mortgage™, the N.C. Housing Finance Agency’s new mortgage and down payment assistance program for first-time and move-up buyers. You’ll also hear about the Agency’s targeted gap funding program, the Community Partners Loan Pool, which offers deferred second mortgages to home buyers through a network of local groups.

Bill Hobbs, lender liaison, and Josh Burton, team leader, home ownership development, N.C. Housing Finance Agency, Raleigh

Click here to download the presentation.


3:45 – 5:00 p.m.

How Do You Deal with Difficult Tenants?
From loud music to late rent payments to criminal activity – what are the most common tenant problems and how can you address them? This interactive session will focus on what property managers should – and shouldn’t – do when dealing with problem tenants to not only protect their business but to protect other residents as well.

Frankie Pendergraph, president, The Pendergraph Companies, Raleigh

Taking Your Multi-Unit Housing Smoke-Free

As smoking rates decrease and knowledge about the dangers of secondhand smoke increases, more renters are seeking smoke-free apartment communities. Hear about the latest trends in smoke-free affordable housing in North Carolina and what legal issues are involved. Property managers who have taken their developments smoke-free will discuss their experiences.

Anna Stein, attorney, N.C. Division of Public Health, Raleigh

Click here to download the presentation.

What’s in the State’s Toolbox for Supportive Housing?

What financial resources are available in North Carolina to provide housing options for persons with disabilities? This session will review relevant programs, including the tenant-based rental assistance available from the Transitions to Community Living Initiative, Key Program rent assistance and the new HUD Section 811 program.

Heather Dominique, state housing support coordinator, N.C. Department of Health and Human Services, Raleigh, and staff, N.C. Housing Finance Agency, Raleigh

Click here to download Heather's presentation.

Preserving Long-Term Neighborhood Viability

Discover how housing providers are successfully increasing the long-term viability of neighborhoods across the state. Housing providers in Durham, Greenville and High Point will discuss how targeted investments and partnerships are revitalizing older communities, leveraging local resources and even lowering energy costs to preserve neighborhood stability.

Gloria H. Kesler, planner II/TAHC certified housing counselor, Housing Division, City of Greenville; Dan Curry, deputy director for programs, Clean Energy Durham; and Von Gore, assistant vice president for real estate development, High Point Housing Authority

Click here to download the presentations.

Lessons Learned in Home Energy Retrofitting

Homeowners have saved as much as 75 percent on their energy bills thanks to Home Performance with ENERGY STAR, a pilot tested by the N.C. Housing Finance Agency and Advanced Energy on more than 50 homes. Find out more about this success as well as the lessons learned on effective delivery of home energy retrofit in affordable housing.

Staff, Home Performance with ENERGY STAR, Advanced Energy, Raleigh

Advocacy 2.0: Engaging Elected Officials

Successful advocacy for affordable housing depends not just on our enthusiasm or the quality of our programs, but also on how well we communicate with our elected leaders. In this session, you’ll gain insights from a panel of elected officials about the reality of political decision-making and learn how to maximize the attention and support your organization receives.

Tom Burton, media consultant, Raleigh, NC; Anne Ehlers, communications and development director, Raleigh, NC; Antionette Kerr, executive director, Lexington CDC, Lexington, NC

Click here to download the presentation.

Housing Counselors Annual Meeting



Wednesday, September 11, 2013 

9:45 – 11:00 a.m.

Environmental Clearance Regulations and the Uniform Relocation Act (URA)

Projects financed in part by federal funds can face significant delays and increased costs if compliance with the HUD environmental review process and the URA are not addressed early in the development process. This session will identify when either set of regulations apply, compliance issues and common pitfalls.

Amy Lanning, shareholder, Blanco Tackabery and Matamoros, P.A., Winston-Salem; Lane Sarver, president, Sarver Housing Group, Inc., Chapel Hill; and Lenwood Smith, Environmental Clearance, HUD Greensboro Office

Click here to download Amy Lanning's presentation.
Click here and here to download Lenwood Smith's presentation.

What You Should Know About Compliance Monitoring

Are you wondering what items are included in a physical inspection or tenant file review? This session will help you avoid having a finding for your rental property by explaining 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.

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

Building Supportive Housing with Partnerships

My Sister Susan’s House, transitional housing for pregnant and teen mothers and their babies, was developed through a partnership between nonprofit organizations, universities and a local community college. A panel of the nonprofit partners and university faculty will discuss the benefits of the model partnership behind this 2011 Housing North Carolina Award winner.

Robert Charest, associate professor of architecture and design, and director FARM design-build studio, Elon University; Susan Cupito, program director, YWCA of Greensboro; and Chuck Hodierne, executive director, Youth Focus, Greensboro

Rural Housing Challenges and Opportunities

Housing options in rural North Carolina are often expensive, of poor quality or just plain inaccessible to many low-income families. This workshop gives a synopsis of the programs and resources that are helping rural communities to meet the housing needs of their residents with lower incomes.

Nikki Denney, single family housing programs, USDA Rural Development, Raleigh, and Bill Hobbs, lender liason, NC Housing Finance Agency, N.C. Rural Center, Raleigh

Property Tax Valuation of Affordable Housing

This session explains the ad valorem taxation of affordable housing property, including a review of applicable statutes and recent decisions from the N.C. Property Tax Commission and the N.C. appellate courts. You’ll also be able to discuss the property tax appeals process, as well as recent developments affecting taxation of low-income housing properties.

Charles H. Mercer, Jr., partner, Nelson Mullins Riley & Scarborough, LLP, Raleigh

Click here to download the presentation.

Housing Counselors: When the Road to Recovery Goes From Homeownership to Renting

While not every foreclosure can be prevented, there is still much that housing counselors can do to assist clients in the aftermath. This session will provide practical tips to address the financial, social and emotional challenges involved in the transition from homeownership to renting, including an overview of fair housing rights.

Donna Ryder, acting housing director, Telamon Corporation, Raleigh

Click here to download the presentation.


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 Bob Kucab for an overview of what happened in the 2013 General Assembly and how it will impact affordable housing, your business and your clients. Judith Kennedy, president and CEO, National Association of Affordable Housing Lenders, Washington, DC, will lend her insight into the latest housing-related happenings at the federal level.

Click here to download the presentation.

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