2025 Annual Conference

Conference Schedule

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Speaker Bios

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Attendee List

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Heard from HUD

Moderator:

Ian Adams, Schwabe, Williamson & Wyatt P.C., Seattle, WA

Panelists:

Steve Ervin, Berkadia Commercial Mortgage

Sara Monaco Dwight Capital

Alberto Rivera, Miles & Stockbridge P.C.

Housing Authorities and Local Actors Maintaining and Expanding Capabilities in Uncertain Times

Moderator:

Taheera Randolph, Nixon Peabody LLP

Panelists:

Kyle Arndt, Bocarsly Emden LLP

Somer Cross, Chief of Housing, Montgomery County Department of Housing and Community Affairs

Steven Lawrence, DC Department of Housing and Community Development

Emil Petrossian, Glaser Weil LL

Legislation Concerning Affordable Housing Incentives

Moderator:

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

Panelists:

Peter Lawrence, Chief Public Policy Officer, Novogradac Consulting LLP

Emily Cadik, CEO, Affordable Housing Tax Credit Coalition

Legislation Concerning Community Development Incentives

Moderator:

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

Panelists:

Forrest Milder, Partner, Nixon Peabody LLP

Michael Novogradac, Managing Partner, Novogradac & Company

Grace Enda, Tax Policy Advisor, Senate Finance Committee

WORKSHOP 1A: Heard From The Hill on HUD

Moderator:

Mary Grace Folwell, Ballard Spahr LLP

Panelists:

Megan Booth, Mortgage Bankers Association

Georgi Banna, The National Association Housing Redevelopment Organization (NAHRO)

WORKSHOP 1B: Low-Income Housing Tax Credit 101

Moderator:

Christine Richardson, BakerHostetler LLP

Panelists:

Hilary Jaffe, PC, Applegate & Thorne-Thomsen P.C.

Rena Jimenez-Blount, Kantor Taylor PC

1. What are Low-Income Housing Tax Credits
2. Low Income Housing Tax Credits 101

WORKSHOP 1C:  Investor Panel – Market Update

Moderator:

Sarah Boehs, General Counsel, Bank of America, N.A.

Panelists:

Andrew Tripp, Nixon Peabody, LLP

Tori O’Brien, US Bancorp Impact Finance

Kate Chavez, Enterprise Housing Credit Investment

Ryan Sfreddo, Red Stone Equity Partners

1. Investor Market Update Panel

WORKSHOP 1D: Drop Dead Dates and Cliff Events

Moderator:

Jordan Carr, Barnes and Thornburg LLP

Panelists:

Cody Bannon, Reno & Cavanaugh PLLC

Alicia Went, Bocarsly Emden LLP

Meghan Altidor, Nixon Peabody LLP

1. Deadlines and Other Timing Factors Applicable to Low-Income Housing Tax Credit Transactions

WORKSHOP 1E: Breaking Down Barriers to Affordable Housing Locally

Moderator:

Katie Killen, Habitat for Humanity of Kansas City

Panelists:

Evan Absher, University of Missouri - Kansas City School of Law

Hilary Chapman, Metropolitan Washington Council of Governments

Rebecca McQuillen, University of Nebraska at Omaha, Director, Real Estate Center

1. Breaking Down Barriers to Affordable Housing Locally

WORKSHOP 2A: 202, 811 and RAD for PRAC

Moderator:

Cassandra Knight, The Banks Law Firm, PA

Panelists:

Edward LaChance, The Glendower Group

Sarah Molseed, Acting Deputy Director, HUD Office of Recapitalization

Mitzie Smith-Mack, Volunteers of America

Adam Norlander, Klein Hornig LLP

1. 202, 811 and RAD for PRAC

WORKSHOP 2B: Financial Projections & Equity Documents

Moderator:

Kelly Bissinger, Arnall Golden Gregory LLP

Panelists:

Michael Francescani, Director, Project Finance & Consulting, CohnReznick Advisory LLC

Karen Hayes, Gubb & Barshay LLP

Mercedes Martin, Buchalter, P.C.

1. Financial Projections and Equity Documents

WORKSHOP 2C: State Agencies as Bond Issuer and Tax Credit Allocation Authority

Moderator:

Mark Shelburne, Novogradac

Panelists:

Donna Rodney, Enterprise Community Partners Stacy Kaplowitz, Lincoln Avenue Capital

Kelly Longwell, Longwell Riess, L.L.C.

Faith Pettis, Pacifica Law

Alysse Hollis, Coats Rose, P.C.

Stacy Kaplowitz, VP and Managing Regional Partner, Lincoln Avenue Capital

1. State Agencies as Bond Issuer and Tax Credit Allocation Authority

WORKSHOP 2D: Real Estate Issues in Mixed Use Projects

Moderator:

Scott M. Salomon, Buchalter LLP

Panelists:

Paige Gentry, Housing Opportunities Commission of Montgomery County, Maryland

David Cooper Jr., Woda Cooper Companies, Inc.

1. Real Estate Issues in Mixed Use Projects

WORKSHOP 2E: Housing and Aging

Moderator:

Renee Jadusingh, Delray Beach Community Redevelopment Agency

Panelists:

J. Gigi Soliman, Assistant City Attorney, City of Miami, Florida

Dr. Meghan Venable-Thomas, Director of Community Development, City of Birmingham, Alabama

Linda Couch, Senior Vice-President, Policy and Advocacy, Leading Age

1. Housing and Aging

WORKSHOP 3A: Hot Topics in Fair Housing

Moderator:

Heather Way, University of Texas at Austin

Panelists:

Thomas Silverstein, Lawyers Committee For Civil Rights Under Law

Joseph Wardenski, Wardenski PC

Yiyang Wu, Relman Colfax PLLC

1. Hot Topics in Fair Housing

WORKSHOP 3B: Tricky Tax Opinion Topics

Moderator:

Rebecca Melaas, Klein Hornig LLP

Panelists:

Collins Cannon, Nolan Sheehan Patten LLP

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

Liz Young, Holland & Knight, LLP

WORKSHOP 3C: 4% Bond Deal Case Study: Life Cycle of a 4% LIHTC Deal from Kickoff to Closing

Moderator:

Lauren Marcus, Tiber Hudson LLC

Panelists:

Mallie Clay, Wells Fargo Bank, NA

Eleor Cohen, Cohen Liuzzo PLLC

Claire Alexander, Nixon Peabody LLP

1. 4% Bond Deal Case Study

WORKSHOP 3D: Post-Closing and Construction Concerns

Moderator:

Molly Stanga, Longwell Riess, L.L.C.

Panelists:

Jeremy Fitzpatrick, Kutak Rock LLP

Raedtha A. Vasquez, Jones Walker LLP

Jennifer Beyerlein, Ballad Spahr LLP

WORKSHOP 3E: Community Land Trusts: A Legal Perspective

Moderator:

Kristin King-Ries, King-Ries, LLC

Panelists:

Anika Singh Lemar, Yale Law School

Carlos Teuscher, Boston College Law School

Adam Maloon, Douglass Community Land Trust

1. Advocating for Community Land Trusts

WORKSHOP 4A: Hot Topics in Tax Credit Transactions

Moderator:

Forrest Milder, Nixon Peabody LLP

Panelists:

Judith Crosby, Kutak Rock LLP

Katie Day, Klein Hornig LLP

Dan Kraus, Kraus & Lam LLC

1. Tax Court rules on including construction period finance costs in LIHTC basis
2. 23rd Chelsea Associates vs Commissioner
3. 50% Test Timing for Multiple-Building Projects—Avoiding Traps for the Unwary
4. Income from Discharge of Indebtedness
5. Low-Income Housing Tax Credit--Additional Certification Requirements
6. Revenue Procedure
7. Revenue Ruling

WORKSHOP 4B: Ethics Panel – How to Effectively Use Artificial Intelligence in Legal Practice

Moderator:

Raina Mehta, Regional Housing Legal Services Panelists: Jared Marx, HWG LLC

Panelists: 

Sateesh Nori, NYU School of Law, Just Tech LLC

Amelia Rideau, Genesis Companies

James Shoemaker, Miles & Stockbridge P.C.

Jared Marx, HWG LLC

WORKSHOP 4C: Troubled FHA Projects: Solutions and Cooperation

Moderator:

Rene Coronado, Berkadia Commercial Mortgage

Panelists:

Keely Downs, Frost Brown Todd LLP

Taylor Hawes, Coats Rose, P.C.

David A. Barsky, Miles & Stockbridge P.C.

1. Troubled FHA Loans: Solutions and Cooperation

WORKSHOP 4E: Tribal Lands

Moderator:

Angela M. Christy, Ballard Spahr LLP

Panelists:

Lael Robertson, Minnesota Housing Finance Agency

Gregrory A. Smith, Hobbs Straus Dean & Walker LLP

1. Developing Projects on Tribal Land

WORKSHOP 5A: Hot Topics in Rental Assistance Demonstration (RAD) for Public Housing

Moderator:

Emily Blumberg, Klein Hornig LLP

Panelists:

Amy McClain, Ballard Spahr LLP

Maia Shanklin Roberts, Preservation of Affordable Housing

Lauren Song, Greater Boston Legal Services

Tom Davis, Director, HUD Office of Recapitalization

1. Rental Assistance Demonstration – Supplemental Notice 4B
2. Rental Assistance Demonstration – Final Implementation, Revision 4

WORKSHOP 5B: Debt Term Sheets & Loan Documents: Top Negotiated Points in Affordable Housing Transactions

Moderator:

Jay Fanciullo, Tiber Hudson LLC

Panelists:

Andrew Gilmore, Klein Hornig LLP

Krystin Frazier-Santiago, Longwell Riess, L.L.C.

Kristin E. Niver, Robinson & Cole LLP

Roman Petra, Nelson Mullins LLP

1. Debt Term Sheet and Loan Document

WORKSHOP 5C: Year 15 Issues: State of the Art Issues

Moderator:

Michael Cypers, Glaser Weil

Panelists:

Jessica Ragosta Early, Holland & Knight LLP

Laura Turner, Enterprise Community Partners

Katrina Thompson, Barnes & Thornburg LLP

Emily McKinney, Dinsmore & Shohl LLP

1. Year 15 Issues:Class 201:Negotiation and Dispute Issues

WORKSHOP 5E: Access to Insurance and Affordable Housing

Moderator:

Kelly Rushin Lewis, Jones Walker LLP

Panelists:

Moira Birss, Climate and Commercial Institute

Caroline Nagy, Housing at America for Financial Reform Education Fund

Gregory Katz, Preservation of Affordable Housing

1. Insurance and Affordable Housing