Thursday In-Depth

Thursday, November 16

7:30-8:30 am

Registration Opens – Continental Breakfast, Networking in the exhibit area


8:30-9:45 am

Round ‘Em Up with Social Media! – Natalie Mabbitt, Kirkpatrick Management Company

Are you wondering how to use Social Media to promote your community? This class will focus on learning new tricks on reigning in prospects and roping in others.

TRACS 201 – Part 1 of 4 – Nicole Scott, RightTracs

This training will provide participants with best practice recommendations for monthly TRACS processing, which will include identifying and resolving TRACS errors and managing subsidy receivables. Throughout the training we will discuss how to read and understand a Housing Assistance Payment (HAP) ledger. Additionally, we will review how to read and interpret a Subsidy Payment Voucher (form HUD-52670) and corresponding Project Based Contract Administrator reports (including the HUD/CA Approved detail on a Subsidy Payment Voucher and the TRACS Transmission Report). Next we will provide an overview of how to use and understand the MAT User’s Guide when attempting to troubleshoot TRACS errors. The course will provide its participants with hands on experience reviewing and resolving a handful of common TRACS errors and solutions, including resubmissions, corrections to certifications, and baseline certifications. Finally, we will conclude the training by providing a couple of examples of how to use the tools available to work with either a PBCA and/or HUD to research outstanding subsidy receivable balances and collect payment.

Make-Ready Maintenance – Part 1 of 2 – Brian Goldojarb, HD Supply

This course is an overview of the process to make an apartment ready for a new resident.

Topics of discussion will be:

  • Walking the make-ready
  • Accountability & documentation
  • Organizing the make-ready process
  • Scheduling contractors
  • Timely completion of the unit
  • Final inspection and follow up

Compliance CalcOlympics! A Mathletic Competition – Jillian Toole, Novogradac & Company LLP

Learn to calculate income using the preferred methods of IHCDA and the IRS; paystubs, work number, employment verification, gifts, child support, and more. We’ll use them all to gather what we’ll need to calculate the greatest potential income of a household as defined by the LIHTC program. Then, we’ll put our honed skills to the test in a head-to-head competition of calculating mastery in the first Compliance CalcOlympics.

Housing Instability for Survivors: Your Mandate to Address Intimate Partner Violence – Kerry Hyatt Bennett, Indiana Coalition Against Domestic Violence

It is no secret that the worlds of public housing and intimate partner violence often merge, very often, tragically. In response, Congress has expanded the housing protections available to survivors of domestic violence, sexual assault, and stalking in the VAWA reauthorization of 2013, and with those changes came protocols and forms you need to know. This presentation will review the background and relief available under the Violence Against Women’s Act, who it applies to and the necessary forms to guide you in your work with survivors of violence.

Fair Housing Basics – Angelita Fisher, Law Office of Angelita E. Fisher

Knowing the basics of fair housing laws will assist owners, managers and staff in making better decisions on what law may apply to their residents and what actions may violate fair housing laws. In this session, we will discuss the basics and updates of fair housing laws and the process by which residents may make complaints. Our discussion will include: Identifying What Law Applies to You; The Protected Classes; Types of Discrimination/Harassment; The Complaint Process; and Retaliation.

Knowing Me, Knowing You: Becoming More Effective Through Emotional Intelligence – Josh Ghena and Katie Vondra, Cinnaire

Our industry is one rife with focus on hard technical skills – lots of acronyms, procedures, and processes. At the end of the day, though, it’s a people process – with lots of complimentary, albeit at times, confrontational styles colliding. We will lead you through a highly engaged, interactive session designed to better understand the essence of what we each bring to the table – strong points and challenges. You’ll leave this session with some good tools to help you communicate and ultimately become strong in your role when working with others.

9:45-10 am

Break! Networking in the exhibit area


10-11:30 am

General Overview of the Preliminary Assessment Tool (PAT) – Michael Boards, Jeff Devers, Carla Haskins and Matt Phillips, USDA RD

The key parties to the transfer are the seller, purchaser, the agency (on behalf of the tenants and as mortgagor) and any third party funders.
The PAT is used to assist the Agency and staff in the preliminary analysis and timely processing of applications by early identification of issues needing to be addressed during the review process.
Version 6.0 was released May 2017. The PAT is posted to the public website for applicants when developing transfers and MPR applications for the initial discussion on feasibility with RD Staff.
In this session you will learn the things to look for when completing the PAT from Rural Development’s perspective.

TRACS 201 – Part 2 of 4 – Nicole Scott, RightTracs


Make-Ready Maintenance – Part 2 of 2 – Brian Goldojarb, HD Supply


Analysis of a Troubled Deal – David Helm, Josh Ghena and Josh White, Cinnaire

A closer look at troubled deals using a case study. This session will focus on stakeholder identification and the tools necessary to properly negotiate the terms of an action plan. The discussion will include ways to create buy-in from the relevant stakeholders and an exploration of how you should be defining a successful negotiation.

Smoke-free Housing: How a Simple Policy Change Can Better Resident Health and Protect Your Property – Cathy Blume, American Lung Association of Indiana

This session will go over some of the health effects associated with second and third hand smoke, the legality of smoke-free policies, a panel discussion with owners and managers of properties that have gone smoke-free, and resources the American Lung Association of Indiana can provide to assist in going smoke-free. The panel will touch on how they took their properties smoke-free, address misconceptions they had about smoke-free policies as well as advice on how others can go smoke-free at their properties.

Domestic Violence and VAWA – Angelita Fisher, Law Office of Angelita E. Fisher

Domestic violence on your property is a serious issue. When it involves a resident, many different laws come into play including the Fair Housing Act and the Violence Against Women Act. The overwhelming guidelines can be intimidating. In this session, we will discuss the different laws that apply to domestic violence victims including an update on the latest VAWA rules. We will go over what documentation you may require, what history you may or may not consider from an applicant’s background check and how to facilitate an emergency transfer. Please join us for a look at the latest domestic violence issues facing landlords.

11:30 am-12:00 pm



12:00-12:30 pm

RD awards and AHAIN awards


12:30 pm-1:15 PM

Keynote Speaker – Denise Stein, Art of Leadership Advisors – WHY??? What’s Your Vision?

Why do I do what I do for a living? Why this job/profession? Why this team or department? Why this organization? Why this industry? Why??? Denise Stein helps us to reveal our responses to these (not so) simple questions and to unleash our most powerful leadership potential.

1:15-1:30 pm

Break! Networking in exhibit area


1:30-3 pm

Conquering Compliance with Multiple Housing Programs – Part 1 of 2 – Amanda Lee Gross of E&A Team, Inc.

The Low-Income Housing Tax Credit Program’s Acquisition/Rehab credits have been hugely successful in preserving numerous aging HUD and RD multi-family housing projects. However successful, this layering of funding can create compliance challenges for those responsible for administering these programs for a project. Additionally, the use of HOME funds, needed as gap financing in many of these deals, can further complicate compliance matters.

In this three-hour session Amanda Lee will dive deep to the murky depths of regulations and will bring to light how to maintain compliance with multiple housing programs, such as HUD, RD, LIHTC and HOME funds. This course is perfect for any compliance professional involved in LIHTC Acquisition/Rehab projects with federal funds, or involved in the day to day compliance operations for a LIHTC project layered with a federal housing program.

Topics to be covered, include:

  • Overview of Conflicting Compliance Requirements by Housing Program
  • Proper Application of Income Limits and Rent Limits
  • Treatment of Over-income or Ineligible Tenants
  • Managing Unit Transfers
  • Acquisition/Rehab & the Uniform Relocation Act

After attending this session, attendees will be able to:

  • Understand the Impact of LIHTC Acquisition/Rehab on projects with HUD, RD, and HOME funding,
  • Be able to access multiple program requirements and determine policies for ensuring compliance with all programs applicable to a project,
  • Identify the key compliance differences between the most common affordable housing programs, LIHTC, HOME, RD, and HUD.

TRACS 201 – Part 3 of 4 – Nicole Scott, RightTracs


Fair Housing for Maintenance – Staying Out of a Sticky Situation – Angelita Fisher, Law Office of Angelita E. Fisher

Maintenance employees are on the front-line of the fair housing battle. They often see and interact with the residents more than anyone else in the Company. It is important maintenance employees know what to say and do before they are put into a sticky situation. In this session, we will discuss common sticky issues maintenance employees encounter and realistic steps they can take to avoid getting in trouble with HUD. Our conversation will include: encountering nude residents, minor children at home alone, personal relationships with residents, HUD’s rule on harassment, witnessing unlawful activity and much, much more.

Affordable Housing Conversations – Mark Shelburne, Novogradac & Company LLP and Matt Rayburn, IHCDA

Wrap up your conference experience by joining Mark Shelburne from Novogradac and Matt Rayburn from IHCDA as they sit down for a chat about current hot topics and trends in the affordable housing industry. Audience participation through questions and comments is encouraged.

Placemaking: What It Is, How to Do It and How to Fund It – Carmen Lethig, IHCDA, Veronica Watson, Patronicity, Levi Rinker, City of Anderson, and Wendy Blake, Main Street Greensburg

Placemaking is the buzz word in the community development field right now. Learn about the different types of placemaking and about CreatINg Places, an innovative funding program that supports placemaking projects through “crowdgranting.” Finally, hear from two panelists that have successfully used CreatINg Places to engage their communities and fund exciting new placemaking projects.

Professional Presence – Kelly Martin and Anthony Winston, Cinnaire

Be a part of the live studio audience as Kelly and Anthony discuss how your personal brand may be impacting you in ways you’re not aware of. Learn tips, techniques and some tricks of the trade to take your personal brand to the next level and keep you ready for any opportunity that comes your way.

Exit and Transition Planning – Rebekah Payne, Crystal Faulkner, and Chuck Stevens, MCM CPAs & Advisors, LLP

In the next 20 years, more than 90 million people in the US and Canada will be retiring. This will result in the largest generational transfer of wealth in history. There will also be a significant number of employees in key financial positions retiring. This session will provide a roadmap for business owners to develop an exit plan including tax considerations such as gifting and estate planning. The session will discuss the importance of identifying value drivers to increase the value of your business. This session will also provide insight on developing a succession plan for key financial positions and will include strategies to get your entire leadership team aligned to achieve the owner’s exit planning objectives.

3-3:15 pm

Break! Networking in exhibit area


3:15-4:30 pm

Conquering Compliance with Multiple Housing Programs – Part 2 of 2 – Amanda Lee Gross of E&A Team, Inc.


TRACS 201- Part 4 of 4 – Nicole Scott, RightTracs


Disparate Impact – Angelita Fisher, Law Office of Angelita E. Fisher

In 2015, the U.S. Supreme Court opened the gates for Fair Housing disparate impact cases. Since then, landlords have seen a flood of these unintentional discrimination claims. From the HUD Guidance on the use of arrest and conviction records to occupancy standards, landlords have been inundated with news about disparate impact claims and the fear their policies are next to be challenged. In this session, we will discuss the latest disparate impact cases as well as those that may be on the horizon. We will also discuss how disparate impact cases are brought in an effort to understand the best steps to avoiding one. Join us for this in-depth discussion of disparate impact under fair housing laws.

4:30 pm

2017 Affordable Housing Conference & Annual Meeting Concludes