2024 Annual Conference

Conference Schedule

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Conference Sponsors

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Speaker Bios

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Attendee List

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HUD 1: LIHTC with HUD-Insured Loan Financing

Moderator:

William Baldwin, Vorys, Sater, Seymour and Pease LLP

Panelists:

Charles Rhuda, Novogradac & Company LLP

Lauren Marcus, Tiber Hudson LLC

Daniel Kaplan, HUD OGC

1. LIHTC Basics
2. HUD LIHTC Perspective
3. HUD Market Indicator

HUD 2: Post Closing and Asset Management Issues: Last Call for Legal Banter

Moderator:

Susan Campbell, Blanco Tackabery

Panelists:

Gillian Rudow, Reno & Cavanaugh PLLC

Kyra Perrigo, HUD OGC

Jen Larson, HUD, Director of Office of Asset Management and Portfolio Oversight

Kevin Kelehan, Carney Kelehan, LLP

1. Easement Review 
2. Change of Sponsorship Legal Checklist and Letter

HUD 3: The 101 on 202s

Moderator:

Kathie Soroka, Nixon Peabody LLP

Panelists:

Ray Keyser, HUD OGC, Cleveland, Ohio

Y. Geraldine Damey, HUD Office of Senior Coordinator for Southeast/Caribbean, Director of Office of Asset Management and Portfolio Oversight

Daniel Bradfield, Arnall Golden Gregory

1. Statue - Section 202 of Housing Act of 1959
2. 24 CFR 891
3. HUD Section 202
4. Preservation Options
5. RAD for 202 PRAC

Treasury-Industry Discussion of Inflation Reduction Act issues

Moderator:

Glenn Graff, Partner, Applegate & Thorne-Thomsen, P.C.

Panelists:

Kimberly Wojcik, Attorney Advisor, U.S. Department of Treasury

Sarah Haradon, Attorney Advisor, U.S. Department of Treasury

Forrest Milder, Partner, Nixon Peabody LLP

Michael Novogradac, Managing Partner, Novogradac & Company LLP

1. IRS-Treasury Inflation Reduction Act Panel

IRS/Treasury Discussion of LIHTC Issues

Moderator:

Glenn Graff, Partner, Applegate & Thorne-Thomsen, P.C.

Panelists:

Michael Novey, Associate Tax Legislative Counsel, Office of Tax Policy, U.S. Department of Treasury

Dillon Taylor, Attorney, Branch 5, Passthroughs & Special Industries, Office of Chief Counsel, IRS

Forrest Milder, Partner, Nixon Peabody LLP

Michael Novogradac, Managing Partner, Novogradac & Company LLP

Donna Rodney, Vice President, LIHTC Structuring, Enterprise Housing Credit Investments, LLC

1. IRS Treasury Discussion - LIHTC

WORKSHOP 1A Heard From HUD

Moderator:

Ian Adams, Kantor Taylor PC

Panelists:

Sasha Samberg-Champion, (HUD Deputy General Counsel)

1. Green and Resilient Retrofit Program for Multifamily Housing (GRRP)
2. Inflation Reduction Act of 2022

WORKSHOP 1B How to Close a Low-Income Housing Tax Credit Transaction

Moderator:

Katrina M. Thompson, Barnes & Thornburg LLP

Panelists:

Mo Smith, Vorys, Seymour and Pease LLP

1. How to Close a LIHTC Transaction

WORKSHOP 1C Current Trends – IRS Audits and Compliance Issues for LIHTC Transactions

Moderator:

Glenn Graff, Applegate & Thorne-Thomsen P.C.

Panelists:

George Lyford, IRS

Stephanie Naquin, Novogradac & Company LLP

1. IRS Audits of LIHTC Transactions
2. Low-Income Housing Credit (commonly referred to as LIHTC) Noncompliance and Examination Discussion –George Lydford, Senior Program Analyst, SBSE Headquarters Examination

WORKSHOP 1D Corporate Transparency Act in Affordable Housing Transactions

Moderator:

William “Bill” Callison, Holland & Hart LLP

Panelists:

Lisa Sauber, Kutak Rock LLP

Alex Selke, Ballard Spahr LLP

1. Corporate Transparency Act
2. Best Practices

WORKSHOP 1E Building Green Infrastructure in Communities

Moderator:

Kristin E. Niver, Thompson Coburn LLP

Panelists:

Sadie McKeown, Community Preservation Corporation

Christina McPike, Winn Companies

Todd Nedwick, National Housing Trust

Regan St. Pierre, Cohn Reznick

WORKSHOP 2A Conversations on RAD, 10 Years of RAD and Future Trends

Moderator:

Cassandra Knight, The Banks Law Firm, P.A.

Panelists:

Tom Davis, US Department of Housing and Urban Development

Steve Holmquist, Reno & Cavanaugh , PLLC

Lauren Song, National Housing Law Project

1. Rental Assistance Demonstration – Supplemental Notice 4B
2. Rental Assistance Demo
3. RAD Final Implementation Notice Revision
4. Rental Assistance Demonstration – Final Implementation, Revision 4
5. Rental Assistance Demonstration
6. Purpose, Applicability and Major Provisions of this Notice
7. Conversations on RAD, 10 Years of RAD and Future Trends: Strenghtening Preservation Pathways

WORKSHOP 2B All You Ever Wanted to Know About Title and Survey

Moderator:

John Caddell, Berman Indictor LLP

Panelists:

Rania Galan, Ballard Spahr LLP

Joshua Gold, US Department of Housing and Urban Development

Shawn Goldfadden, Counsel, Land Services USA, Inc.

1. Minimum Standard Detail Requirements For Atla/NSPS Land Title Surveys

WORKSHOP 2C Investor Panel: Market Update

Moderator:

Sarah Boehs, Bank of America

Panelists:

Sarah Buchheit, USBCDC

Stephanie Pierre-Louis, National Equity Fund

Matthew Mullen, Nixon Peabody LLP

Michael Siroka, Hudson Housing Capital

1. Investor Market Update

WORKSHOP 2D Bond Hot Topics

Moderator:

Lauren Marcus, Tiber Hudson PC

Panelists:

Joshua Bonney, Orrick

Mallie Clay, Wells Fargo

Eleor Cohen, Levitt & Bocio

Lanre Popoola, Troutman Pepper LLP

1. Bond Hot Topics

WORKSHOP 2E Access to Housing for Persons with Criminal Records

Moderator:

Kristin Maun, Homebase/Center for Common Concerns

Panelists:

Amanda Golob, Supervising Attorney, Southeast Louisiana Legal Services

Schonte Morgan, Program Participant, House of Ruth

Vanessa Spinazola, Directing Attorney, Homebase/Center for Common Concerns

Sara Surface, Deputy Director, Equal Rights Center

1. Access to Housing for Persons with Criminal Records

WORKSHOP 3A Construction Disputes After Initial Endorsement

Moderator:

Nikki Hoffpauir, Krooth & Altman LLP

Panelists:

B. Matt Braver, Lument Real Estate Capital, LLC

Keely C. Downs, Frost Brown Todd LLP

Barbara Serokee Williams, US Department of Housing and Urban Development

1. Dispute Section from the HUD

WORKSHOP 3B 223(f), 221(d)(4), TELs, MTEBs, Conventional Financing – Dissecting the Alphabet Soup of Loan Structures in LIHTC Transactions

Moderator:

Paul Manda, Winthrop & Weinstine P.A.

Panelists:

Meghan Marty – Counsel, Messerli and Kramer (invited)

Curtis Melvin, Freddie Mac (invited) Patrick Reardon, Vorys, Seymour and Pease LLP

Dameon Rivers, Counsel, Troutman Pepper LLP

1. Conventional Loans and LIHTCs

WORKSHOP 3C Slicing and Dicing – Structuring for Multiple Uses

Moderator:

Thomas Kibbey, Squire Patton Boggs (US) LLP

Panelists:

Althea Broughton, Arnall Golden Gregory LLP

Andrew Gilmore, Klein Hornig LLP

1. Slicing and Dicing - Structuring for Multiple Uses

WORKSHOP 3D Enforcement of Punitive Measures and its Impact on Housing

Moderator:

Laurie Hauber, Assistant Clinical Professor of Law, University of Oregon

Panelists:

Kirsten Anderson, Deputy Legal Director, Southern Poverty Law Center

Kelechi Agbakwuru, Housing Counsel, Washington Lawyers’ Committee for Civil Rights and Urban Affairs

Ted Handel, CEO, Decro Corporation

Joseph Mead, Senior Counsel, Georgetown Law Institute for Constitutional Advocacy

1. Complaint for Injunctive Relief and Damages
2. LA Alliance for Human Rights v. City of Los Angeles

WORKSHOP 3E Public Art in Real Estate

Moderator:

Andrew Jacobson, Georgetown University

Panelists:

Wendy Battleson, Attorney/Client Advisor, Bank of America

Buwa Binitie, Developer, Dantes Partners

Anita Cozart, Director, DC Office of Planning

Thennie Freeman, Director, DC Department of Parks and Recreation

Aaron Myers, Executive Director, DC Commission on the Arts and Humanities

1. Natural Endowment for the Arts v Finley
2. Serra vs US General Services Admin

WORKSHOP 4A Beyond RAD - Reposition of HUD Assisted Properties – Subsidy Shortfalls, Older Housing, New Options

Moderator:

Rod Solomon, Hawkins

Panelists:

Vickie S. Longosz, HUD Senior Attorney

Melissa Maddox-Evans, Executive Director/CEO of Housing Authority of the City of Annapolis

Margaret Moran, Deputy Executive Director of Development at Cambridge Housing Authority

1. Beyond RAD

WORKSHOP 4B Hot Topics in Tax Credit Transactions

Moderator:

Judith K. Crosby, Of Counsel, Kutak Rock, LLP

Panelists:

Dayna Hutchinson, Holland & Knight LLP

Dan Kraus, Kraus Lam

Forrest Milder, Nixon Peabody LLP

1. U.S. Department of the Treasury
2. Tax Court rules on including construction period finance costs in LIHTC basis
3. 50% Test Timing for Multiple-Building Projects—Avoiding Traps for the Unwary*
4. Statutorily Mandated Designation of Difficult Development Areas and Qualified Census Tracts for 2024

WORKSHOP 4C Affordable Housing for the Elderly and Disabled: 202 Capital Advances and Mixed Finance Experiences

Moderator:

Chaundi Randolph, Nixon Peabody LLP

Panelists:

Laurence Fergison, Capital Advance Program Coordinator, US Department of Housing and Urban Development

Mitzie Smith-Mack, Volunteers of America Alexandria, VA, Senior Vice President of Legal Affairs

Heather Waigand, US Department of Housing and Urban Development OGC

1. HOTMA Related Amendments to Part 891

WORKSHOP 4E Section 8 and Access to High Opportunity Neighborhoods

Moderator:

Tatiana Gutierrez, Managing Director - Sustainability & Impact, Pretium

Panelists:

Roshun Austin, CEO, The Works, Inc.

Colleen Green, Director, DC Department of Housing and Community Development

Manuel Ochoa, Principal & Founder, Ochoa Urban Collaborative

Marjorianna Willman, Executive Director, Louisiana Housing Corporation

1. Fair Housing Act from HUD
2. Sec 8 and High Opportunity Areas

WORKSHOP 5A The World According to GRRP: New Opportunities, New Lessons

Moderator:

Terry Wellman, Chief Underwriter, Berkadia

Panelists:

Eric Herrmann, Klein Hornig LLP

Joshua Latter, Developer with Huntley Witmer Development, LLC

Sarah Molseed, US Department of Housing and Urban Development, Acting Deputy Director

Jaime A. Montoya, Krooth & Altman LLP

Corinne Oshima, HUD OGC

1. Green and Resilient Retrofit Program for Multifamily Housing (GRRP)

WORKSHOP 5B Ethics Panel – Common Pitfalls for Transactional Attorneys

Moderator:

Randy Shorr, Shorr Law

Panelists:

Dennis Quinn, Carr Maloney P.C

1. Conflicts for ABA Housing Lawyers

WORKSHOP 5C Resyndication and Initial Year LIHTC Issues – Traps for the Unwary

Moderator:

Jordan Carr, Barnes and Thornburg LLP

Panelists:

Katie Day, Klein Hornig LLP

Nicolo Pinoli, Novogradac & Company LLP

Niki Tsismenakis, Goldstein Hall PLLC

1. Resyndication Pitfalls and Avoidance Strategies

WORKSHOP 5E Affordable Housing Cooperatives: Law, Financing & Practice

Moderator:

Jerome Hughes, Director and Assistant Professor of Community Development Law Clinic, University of the District of Columbia

Panelists:

Martha Davis, Consultant, Housing Cooperative & Community Development Richard Eisen, Principal, Eisen and Rome, PC

Anya Irons, General Counsel, Urban Homesteading Assistance Board

Ramon Jacobson, Executive Director, Local Initiatives Support Corporation (LISC)

Andrew Wolf, Senior Underwriter, US Department of Housing and Urban Development

1. Affordable Housing Cooperatives: Law, Financing & Practice