2022 Annual Conference

IA - Hot Topics in HUD Multifamily Programs

Moderator:

Schuyler Armstrong, Telesis Corporation, Washington, DC

Panelists:

Ethan Handleman, Deputy Assistant Secretary, Office of Multifamily Housing Programs, HUD, Washington, DC (invited)

Althea Forrester, Associate General Counsel, Office of Assisted Housing and Community Development, HUD, Washington, DC (invited)

Jeff Hall, Attorney, Office of General Counsel, HUD, Washington, DC (invited)

1. 2023 Budget In Brief
2. Carbon Monoxide Alarms or Detectors in U.S. Housing and Urban Development (HUD)-Assisted Housing
3. FAQ
4. Continued Availability of Funds for COVID-19 Supplemental Payments for Properties Receiving Project-Based Rental Assistance under the Section 8, Section 202, or Section 811 Programs
5. Faircloth-to-RAD Conversions
6. Federal Financing Bank (FFB) Risk-Sharing Initiative Relaunch
7. HUD Strategic Plan

1B - Projections 101: An Introduction into Tax Issue Spotting for Non-Tax Counsel

Moderator:

Angela Christy, Partner, Faegre Drinker, LLP, Minneapolis, MN

Panelists:

Molly Bryson, Partner, Ballard Spahr, LLP, Washington, DC

Sara Hayden, Partner, Bocarsly Emden, LLP, Bethesda, MD

Dave Herdlick, CPA, Partner, Rubin Brown, LLP, St. Louis, MO

1. Projections 101: An Introduction into Tax Issue Spotting for Non-Tax Counsel
2. Sample LIHGT Project 4% Credits

1C - Tips and Tricks to Representing Non-Profits

Moderator:

Teresa Santalucia, Partner, Klein Hornig, LLP, Boston, MA

Panelists

Susanna Mitchell, Partner, Nixon Peabody, Washington, DC

Erica Williams Orcharton, Partner, Gubb & Barshay, LLP, Oakland, CA

Leslie Reid, Executive Director/CEO, Madison Park Development Corporation, Boston, MA

1. 501 (c) (3)
2. Form 990
3. IRS Memo
4. Joint Venture Guidebook
5. Introduction to Nonprofits
6. Non-Profit Joint Venture

1D - Traps for the Unwary: Acquisition Structuring Issues

Moderator:

Efrem Levy, Reno & Cavanaugh, PLLC, Washington, DC

Panelists:

Kelly Bissinger, VORYS, Washington, DC

Dayna Hutchins, Partner, Holland & Knight, LLP, Boston, MA

Michael Siroka, Hudson Housing Capital, New York, NY

1. Traps for the Unwary: Acquisition Structuring Issues

1E - State Strategies for Homelessness

Moderator:

Dina Schlossberg, Regional Housing Legal Services (RHLS) Philadelphia, PA

Panelists:

Laurie Hauber, Director of Experiential Education, University of Oregon School of Law, Eugene OR

Ted Handel, CEO, Derco Corporation, Culver City, CA

1. Persecution of the Unhoused: Fines and Jail Time for Having Nowhere Else To Go
2. Housing the Unhoused

2A - Recent Developments in the RAD Program

Moderator:

R. Cody Bannon, Member, Reno & Cavanaugh, PLLC, Washington, DC

Panelists:

Tom Davis, Director, Office of Recapitalization HUD, Washington, DC

Kathie Soroka, Counsel, Nixon Peabody, LLP, New York, NY

Leigh Poltrock, Counsel, Troutman Pepper Hamilton Sanders LLP, Pittsburg, PA

1. Faircloth to RAD Conversions
2. Notice 2021-07 - Section 18
3. RAD Fair Housing, Civil Rights
4. RAD Notice - REV 4
5. RAD Section 18 Blend Process

2B - Demystifying Local Counsel Opinions

Moderator:

Randall Shorr, Shorr Law, Cleveland, OH

Panelists:

Molly L. Stanga, Coats l Rose, PC, New Orleans, LA

Susan Campbell, Blanco Tackabery, Winston-Salem, NC

1. Opinion Of Borrower’s Counsel
2. Fannie Mae
3. Borrower and SPE
4. Guarantors Opinion
5. Outline Local Counsel
6. RAD Owner Opinion Form
7. RAD PHA Counsel Opinion Form

2C - Investor Panel: Market Update (NON-CLE)

Moderator:
Lauren E. Campbell, Senior Vice President and General Counsel, Merchants Capital Corp, Carmel, IN

Panelists:

Jarrod C. Connors, Partner, Holland & Knight LLP, Boston, MA

Jennifer Seamons, Executive Vice President Capital Markets, Ohio Capital Corporation for Housing (OCCH), Columbus, OH

Katherine (Katie) Such, Head of Operations, Regions Affordable Housing, Atlanta, GA

Rob Wasserman, President, The Huntington Community Development Corporation, St. Louis, MO

2D - American Rescue Plan Act: Where Are We Now?

Moderator:

Chris Hornig, Partner, Klein Hornig, LLP, Washington, DC

Panelists:

Glenn Graff, Partner, Applegate & Thorne-Thomsen, PC, Chicago, IL

Jennifer Schwartz, Director of Tax and Housing Advocacy, National Council of State Housing Agencies, Washington, DC

1. The American Rescue Plan
2. Plan Act

2E - Multigenerational and Senior Housing Models: Programmatic and Fair Housing Requirements and Limitations

Moderator:

Watt Taylor, Senior Counsel, Kantor Taylor, PC, Seattle, WA

Panelists:

Iyen Acosta, Partner, Reno Cavanaugh, PLLC Washington, DC

Megan Sylvester, Texas Department of Housing and. Community Affairs, Austin, TX

Aylet Weiss, US Department of Housing and Urban Development, Washington, DC

1. Complaint
2. Consent Decree
3. Commonwealth Development, Inc. v. City of Arlington, Texas 
4. Title 24 - Housing and Urban Development
5. 24 CFR 100.305
6. 24 CFR 100.304
7. 24 CFR 100.306
8. 24 CFR 100.307
9. Elderly Definitions 
10. Multigeneral Housing

3A - MAP Guide Update and Lessons Learned from Remote Closings

Moderator:

Alberto Rivera, Partner, Krooth and Altman, Washington, DC

Panelists:

John Lego, Associate Regional Counsel, Housing and Finance Programs, HUD Philadelphia, PA

Alex Rosso, Partner, Nixon Peabody, Boston, MA

1. Contingency Plans for Closing Multifamily Loans and Similar Commercial Loans during the COVID- 19 Pandemic
2. Best Practice Recommendations for Electronic Submission of Documents for Multifamily Closings during the COVID-19 Pandemic Emergency 
3. Office of the General Counsel
4. Elimination of Hard Copies of Closing Documents PostEndorsement
5. Closing Guide

3B - Creative Structures in Bond Transactions

Moderator:

Lauren Marcus, Senior Associate, Tiber Hudson LLC, Washington, DC

Panelists:

Sisera Daniel, Partner, Kutak Rock LLP, Washington, DC

Patrice Mitchell, Director, Wells Fargo Corporate and Investment Banking, New York, NY

Dameon Rivers, Partner, Troutman Pepper, Washington, DC

1. Creative Structures in Bond Transactions

3C - LIHTC 101: The Life of a LIHTC Transaction and the Roles of Attorneys

Moderator:

Stephanie Johnson, Associate, Klein Hornig, LLP, Boston, MA

Panelists:

Rochelle Lento, Member, Dykema PLLC, Detroit, MI

Katrina Thompson, Partner, Barnes & Thornburg LLP, Columbus, OH

Mary Margaret Williams, Coleman Talley LLP, Valdosta, GA

Amanda Spain Wells, Shareholder, Baker Donelson PC, Baton Rouge, LA

1. Low-Income Housing
2. Research Report
3. The Complexity of Financing
4. The Gap - A Shortage of Affordable Homes

3D - Behind the Curtain: Upper Tier Transactions

Moderator:
Alisa Kennedy, Dentons US, LLP, Denver, CO

Panelists:

Nancy Amstadt, Director, Head of Sales Management, RBC Community Investments, Columbus, OH

Edward “Ted” Hickey, Partner, Holland & Knight, LLP, Boston, MA

Danielle Hammann, Vice President, Investor Relations, Enterprise Community Investment Inc., Baltimore, MD

John Shromm, Senior Vice President, Equity Production, Boston Financial Investment Management, Boston, MA

1. Syndicated Funds - Behind the Curtain
2. Behind the Curtain - Upper Tier Transactions

3E - Addressing Evictions: How Affordable Housing Providers Can Change  Their Ways to Tackle the Country’s Eviction Crisis

Moderator:

Heather Way, Clinical Professor, The University of Texas School of Law, Austin, TX

Panelists:

Ethan Ceplikas, General Counsel and Vice President, Community Builder, Inc., Boston, MA

Washina X. Ford, MM, MCRP, Community Life Senior Director, The Community Builders, Inc., Baltimore, MD

Jay Rose, Eviction Prevention Consultant, Jay Rose Consulting, Boston, MA

Trevor Samios, Senior Vice President, Winn Companies, Boston, MA

1. Eviction Reduction 
2. How One Of Boston's Top Evictors Changed
3. ULI-Stable Residents 

4A - Hot Topics in Tax Credit Transactions

Moderator:
Forrest D. Milder, Partner, Nixon Peabody LLP, Boston, MA

Panelists:

Donna M. Rodney, Vice President, Enterprise Housing Credit Investments, LLC, Columbia, MD

Daniel L. Kraus, Partner, Krause Lam LLC, Chicago, IL

1. Topic 1
2. Topic 3
3. Topic 4
4. Topic 5
5. Topic 6
6. Topic 8
7. Hot Topics

4B - Hot Topics - Public and Assisted Housing 

Moderator:

Chaundi Randolph, Counsel, Nixon Peabody, LLP, Washington, DC

Panelists:

Major Galloway, Vice-President of Regulatory Affairs and Compliance, Atlanta Housing Authority, Atlanta, GA

Vickie Longosz, Senior Counsel, US Department of Housing and Urban Development., Washington, DC

Rod Solomon, Partner, Hawkins & Delafield, LLP, Washington, DC

1. HOTMA
2. HUD Notice PIH 2019-5
3. HUD Notice PIH 2021-07
4. Housing Opportunity
5. Repositioning or Recapitalization 

4C - Condominium Regimes: How to Properly Structure Tax Credit Transactions

Moderator:
Andrea Y. Sato, Shareholder, Kantor Taylor PC, Seattle, WA

Panelists:

Stephen Yonaty, Partner, Cannon Heyman & Weiss, LLP, Buffalo, NY

Sarah T. Boehs, Associate General Counsel, Beacon Communities, Boston MA

Kathleen Furey, Partner, Holland & Knight, Stamford, CT

1. Low-Income Housing Tax Credit
2. Utilizing Condominium Regimes

4D - LIHTC Resyndication Transactions 101 – Issues, Tips and Traps

Moderator:

Penny Indicator, Partner, Berman Indictor LLP, Philadelphia, PA

Panelists:

Eleor Cohen, Attorney, Levitt & Boccio, LLP, New York, NY

Corenia Burlingame, Principal, Miles & Stockbridge, Washington, DC

Mark Shelburne, Housing Policy Consultant, Novogradac Consulting, LLP, Raleigh, NC

1. Affordability by State
2. Qualified Contracts in the Housing Credit program
3. Exit Strategy Options
4. LIHTC Resyndication Issues – Tips and Traps

4E - Environmental Justice at the Nexus of Housing and Community Well-Being

Moderator:

Anika Singh Lemar, Clinical Professor of Law, Yale Law School, New Haven, CT

Panelists:

Meleah Geertsma, Director, Environmental Justice Policy, Environment, Equity and Justice Center, Chicago, IL

Kalila Jackson, Director of Legal Services, Equal Housing Opportunity Council, St. Louis, MO

Nicole Nelson, Director and Founder, Equity Legal Services Equity Legal Services, East St. Louis, IL

Matt Tejada, Director, Office of Environmental Justice, EPA, Washington, DC

1. Cahokia Heights Drinking Water
2. Communities in the East St Louis Area
3. Complaint 
4. City of Centreville
5. Environmental Justie
6. EPA Order
7. Centreville ICC
8. Chicago FHA Complaint
9. Recycling Facility Permit

5A - Effectively Utilizing Home and CDBG in Transactions

Moderator:

Sharon Wilson-Geno, EVP, Chief Operating Officer, National Services, Volunteers of America, Washington, DC

Panelists:

Amy Glassman, Partner, Ballard Spahr, Washington, DC

Donna Thurmond, VP for Resident Services, Volunteers of America National Services, Washington, DC

1. Acacia Development
2. Addressing Disaster Recovery and Resilience
3. Louisana Resilient 
4. Revelant Law and Regulations

5B - Drafting and Negotiating Loan Documents

Moderator:
Matthew Grant, Partner, Tiber Hudson LLC, Baltimore, MD

Panelists:

Elizabeth Dominguez Yaeger, Shareholder, Greenberg Traurig, LLP, Washington, DC

John P. Caddell, Attorney, Berman Indictor, LLP, Philadelphia, PA

Lisa Herrera, Managing Director, 3 Diamond Development, Lincolnwood, IL 

1. Drafting and Negotiating
2. Loan Documents 101

5C - Innovations in Race Conscious and Wealth Building Programming

Moderator:

Lori Little, President & CEO, National Affordable Housing Trust, Dallas TX

Panelists:

Emily Blumberg, Partner, Klein Hornig, LLP, Chicago, IL

Celia Smoot, Senior Vice President, Key Community Development Corporation, Philadelphia, PA

Maygen Moore, Director, National Lending Initiatives, Law Income Investment Fund Atlanta, GA

Maia Shanklin Roberts, Vice President, Preservation of Affordable Housing, Inc Washington, DC

1. Innovations in Housing

5D - Exploring Permanent Supportive Housing and Other Service Enriched Housing Models

Moderator:

Sharon Wilson-Geno, EVP, Chief Operating Officer, National Services, Volunteers of America, Washington, DC

Panelists:

Amy Glassman, Partner, Ballard Spahr, Washington, DC

Donna Thurmond, VP for Resident Services, Volunteers of America National Services, Washington, DC

1. Statement of the Department of HUD
2. FHEO Letter
3. The Summit at St Martins
4. Legal Consideration

5E - Projections 201: A Deep Dive into Advanced Tax Issues

Moderator:

Jordan Carr, Partner, Barnes & Thornburg, Columbus, OH

Panelists:

Jill Goldstein, Partner, Kutak Rock LLP, Omaha, NE

Nick Ratti, Principal, Cohn Reznick, Atlanta, GA

Kelly Rushin Lewis, Partner, Jones Walker, LLP, Birmingham, AL

1. Projections 201: A Deep Dive into Advanced Tax Issues

Conference Sponsors

Silver

• Enterprise
• RBC
• Capital Markets

Bronze

• Cinnaire
• Cohn Reznick
• Novogradac
• National Equity Fund

CLE

The ABA will seek 8.75 hours of CLE credit in 60-minute states, and 10.50 hours of CLE credit for this program in 50-minute states Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

For detailed jurisdiction information about MCLE regulations and general information on accreditation of the ABA's CLE events, webinars, and on-demand courses visit the ABA’s Mandatory MCLE page..