Agenda

Novogradac 2021 Affordable Housing Tax Credit and Bond Conference

WEDNESDAY, SEPTEMBER 29, 2021

8:00 am - 9:00 am

Workshop Registration and Breakfast

9:00 am - 3:00 pm

Allocations to 8609s- additional fee required

Learn about all the requirements that low-income housing tax credit awardees must satisfy between when they receive the tax credit award and when they submit their Form(s) 8609 to the Internal Revenue Service.

Tracks:

Speaker: Mark Shelburne, Senior Manager, Public Policy, Novogradac

Speaker: Wayne Michael, Principal, Novogradac

Speaker: Toni Jackson, Principal, The Banks Law Firm

9:00 am - 4:00 pm

LIHTC 101: The Basics- additional fee required

The low-income housing tax credit world can be confusing, but this workshop helps you navigate it well. Learn about the roles, types of tax credits, ownership structures, development timelines, how to avoid recapture and more.

Tracks:

Speaker: Warren Sebra, Partner, Novogradac

Speaker: David Mantilla, Senior, Novogradac

Speaker: Kelly McNany Gorman, Principal, Novogradac

Speaker: Dayle Dalling, Principal, Novogradac

THURSDAY, SEPTEMBER 30, 2021

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:30 am

Welcome Address and Developments of Distinction Awards

Our conference chair welcomes attendees and recognizes winners of the 2021 Novogradac Journal of Tax Credit Developments of Distinction Awards for excellence in the development of properties using the LIHTC and/or HUD funding.

Tracks:

Speaker: Rebecca Arthur, Partner, Novogradac

9:30 am - 10:00 am

Keynote Address

Our distinguished guest speaker provides expert insight on the state of the affordable housing world and what might be coming.

Tracks:

Speaker: Ethan Handelman, Deputy Assistant Secretary for the Office of Multifamily Housing Programs, U.S. Department of Housing and Urban Development

10:00 am - 11:00 am

The Washington Report

An expert panel reviews the first nine months of the Biden administration and discusses the likelihood of affordable housing provisions making it into legislation before the end of the year. Hear how infrastructure and housing interact and the implications of a mid-term election year in 2022 have on housing policy and legislation.

Tracks:

Speaker: Emily Cadik, Executive Director, The Affordable Housing Tax Credit Coalition

Speaker: Orlando Cabrera, Partner, Arnall Golden Gregory

Moderator: Peter Lawrence, Director of Public Policy and Government relations, Marketing, Novogradac

Speaker: David Gasson, Executive Director, Housing Advisory Group

11:00 am - 11:15 am

Balance Break

Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.

Tracks:

11:15 am - 12:15 pm

Tips to Maximize LIHTC Equity

Learn about the current LIHTC equity market, as well as how to maximize LIHTC equity in a development. Discussions will include how to increase and accelerate credits and losses, how to identify investor goals and how to correctly time the arrival of equity.

Tracks:

Speaker: Bryan Hollander, , Enterprise Housing Credit Investment

Speaker: Macy Kisilinsky, Vice President of Originations, ALLIANT CAPITAL, LTD.

Speaker: Richard Allen, Director of Strategic Initiatives, Stonehenge Capital

Moderator: Rachel Denton, Partner, Novogradac

Speaker: Jordan Carr, Partner, Barnes & Thornburg LLP

12:15 pm - 1:30 pm

Luncheon

1:40 pm - 1:45 pm

Keynote Address

1:40 pm - 2:45 pm

Keynote Address and Navigating 4% LIHTC and PAB Landscape

1:40-1:45 p.m.

Keynote Address

1:45-2:45 p.m.

Navigating 4% LIHTC and PAB Landscape

As more states see increased competition for private activity bonds and the 4% LIHTCs that accompany them, developers are adjusting to a different world. Hear where that is happening and learn best practices to increase the likelihood of receiving PABs.

Tracks:

Speaker: Robert Labes, Partner, Squire Patton Boggs

Moderator: Rebecca Arthur, Partner, Novogradac

Speaker: Timothy Hoppin, Director, Lument

Speaker: William Biggio, , Stifel, Nicolaus & Company, Incorporated

1:45 pm - 2:45 pm

Navigating 4% LIHTC and PAB Landscape

Tracks:

Speaker: Robert Labes, Partner, Squire Patton Boggs

Moderator: Rebecca Arthur, Partner, Novogradac

Speaker: Timothy Hoppin, Director, Lument

Speaker: William Biggio, , Stifel, Nicolaus & Company, Incorporated

2:45 pm - 3:00 pm

Balance Break

Tracks:

3:00 pm - 3:50 pm

HUD Housing and Relief Programs

Hear from experts about programs offered by the U.S. Department of Housing and Urban Development, including relief programs and new or updated offerings. Stay informed on what’s available for your property.

Tracks:

Speaker: Orlando Cabrera, Partner, Arnall Golden Gregory

Speaker: Audra Hamernik, President & CEO, Nevada Hand

Moderator: Brad Elphick, Partner, Novogradac

3:50 pm - 4:00 pm

Balance Break

Tracks:

4:00 pm - 5:00 pm

What Does “Back to Normal” Mean for Compliance?

With virtually all COVID-19-related LIHTC compliance relief ending Sept. 30, owners and their property managers enter a significant three-month period until the end of 2021. Learn what to expect from your state agency and how to prepare for inspections and tenant file reviews going forward.

Tracks:

Speaker: Celina Mizcles Stubbs, Senior Manager, Asset Oversight and Compliance, Texas State Affordable Housing Corporation

Speaker: Kerry Menchin, Director of Compliance, ConAm Management Corporation

Speaker: Patricia Hensley, Vice President of Compliance, Kittle Property Group

Moderator: Stephanie Naquin, Manager, Novogradac

5:00 pm - 6:00 pm

Networking Reception

FRIDAY, OCTOBER 1, 2021

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 10:00 am

Preservation Pointers

While new-construction LIHTC developments get a lot of attention, the preservation of affordable housing is increasingly important. Hear how structuring and financing sources differ for transactions involving the preservation of LIHTC-financed housing and hear how to work with state and local agencies to see success in preservation.

Tracks:

Speaker: Brent Elrod, Executive Director, Urban Housing Solutions

Moderator: Dirk Wallace, Partner, Novogradac

Speaker: Rusty Ginise, , Alliant Strategic Development

Speaker: Lauren Marcus, Senior Associate, Tiber Hudson

10:00 am - 10:10 am

Balance Break

Tracks:

10:10 am - 11:00 am

Nonprofits, LIHTCs and You

Nonprofit organizations are playing an increasingly important role in LIHTC development. Hear how nonprofits navigate affordable housing and learn best practices.

Tracks:

Speaker: Tanya Dempsey, Principal, CSG Advisors

Speaker: Robert Coats, President and CEO, The Banyan Foundation, Inc.

Speaker: Phillip Kennedy, President & Trustee, American Opportunity Foundation

Moderator: Renee Beaver, Partner, Novogradac

11:00 am - 11:10 am

Balance Break

Tracks:

11:10 am - 12:00 pm

NHTC, MIHTC: Coming Housing Incentives?

Legislation that would create the neighborhood homes tax credit (NHTC) and the middle-income housing tax credit (MIHTC) has gained support in Congress. Hear how these new incentives would work, who would be the likely participants and what needs they are intended to meet. Learn what you should be doing now to get ready for their possible implementation.

Tracks:

Speaker: Paula Prahl, Vice President of Public Affairs, Dominium Inc.

Speaker: Benson "Buzz" Roberts, President/CEO, National Association of Affordable Housing Lenders

Speaker: Kris Siglin, Vice President for Policy and Partnerships, NCST

Moderator: Peter Lawrence, Director of Public Policy and Government relations, Marketing, Novogradac