Novogradac 2022 Affordable Housing Conference


Please note: The agenda is set in Pacific Time

Please find CPE info here.


10:00 am - 5:00 pm

LIHTC 101: The Basics Workshop

The low-income housing tax credit (LIHTC) can be complex, but this preconference workshop simplifies concepts by explaining the roles, types of tax credits, ownership structures, project timelines, how to avoid recapture and more.


Andrea Murray photo

Speaker: Andrea Murray, Manager, Novogradac

Mark Shelburne photo

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

Robert Bennett photo

Speaker: Robert Bennett, Principal, Novogradac

1:00 pm - 5:00 pm

LIHTC 301: Running the Numbers

Gain a deeper understanding about developing affordable housing and what investors consider when looking at your next development. This workshop explores the sources and uses of a development, taxable income and additional technical considerations you should be thinking about while analyzing the return to the investor.


Warren Sebra photo

Speaker: Warren Sebra, Partner, Novogradac

Miao Xue photo

Speaker: Miao Xue, Partner, Novogradac

Karie McMillen photo

Speaker: Karie McMillen, Principal, Novogradac


8:00 am - 9:00 am

Breakfast and Login

9:00 am - 9:05 am

Conference Welcome

The conference chair welcomes attendees and highlights the schedule for the next two days.


Jeff Nishita photo

Speaker: Jeff Nishita, Partner, Novogradac

9:05 am - 9:30 am

Keynote Address

Our expert speaker, Treasurer Fiona Ma, shares insight on the importance of LIHTC proposals, such as lowering the private activity bond financing threshold to 25%, is so important for California. 


Fiona Ma photo

Speaker: Fiona Ma, Treasurer, state of California

9:30 am - 10:45 am

The Washington Report

A panel of affordable housing insiders discuss whether expansion of the LIHTC is possible in a mid-term election year and provides a look at the potential legislative and regulatory landscape for 2023 and 2024.


Jennifer Schwartz photo

Speaker: Jennifer Schwartz, Director of Tax and Housing Advocacy, National Council of State Housing Agencies

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

Emily Cadik photo

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

David Gasson photo

Speaker: David Gasson, Executive Director, Housing Advisory Group

10:45 am - 11:00 am

Balance Break

11:00 am - 12:00 pm

Investors Insights

LIHTC investors share insights on the state of the marketplace as we near the mid-point of 2022. Learn what types of properties are most attractive to investors, where things are trending and what options might work best for you.


Jessica Captanis photo

Speaker: Jessica Captanis, Vice President – Originations, Western Region, WNC

Brian McMahon photo

Speaker: Brian McMahon, Senior Vice President, R4 Capital

Alvin Lee photo

Moderator: Alvin Lee, Partner, Novogradac

12:00 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Twinning 9% and 4% LIHTCs Case Study

More developers are twinning 9% and 4% low-income housing tax credits–and more states are encouraging that practice. Hear about the challenges and opportunities that come with this structure and whether it could work for you.


Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Partner, Novogradac

Christine Robertson photo

Speaker: Christine Robertson, Senior Developer, Pennrose

Erik T.  Hoffman photo

Speaker: Erik T. Hoffman, Partner, Klein Hornig

Stephanie Naquin photo

Speaker: Stephanie Naquin, Manager, Novogradac & Company LLP

2:30 pm - 2:45 pm

Balance Break

2:45 pm - 3:45 pm

Nonprofit Issues for LIHTCs

Many nonprofit organizations develop LIHTC properties and many others provide services to residents. Hear about the complexities and opportunities, whether you are a nonprofit or are a developer interested in partnering with a nonprofit.


Dan Bronfman photo

Speaker: Dan Bronfman, Managing Director , Pacific Western Bank

Heather Hood photo

Speaker: Heather Hood, VP, Northern California Market, Enterprise

Lance Smith photo

Moderator: Lance S. Smith, Partner, Novogradac

Larry Florin photo

Speaker: Larry Florin, CEO and President, Burbank Housing

Michael Massie photo

Speaker: Michael Massie, Chief Development Officer, Jamboree Housing

3:45 pm - 4:00 pm

Balance Break

4:00 pm - 5:00 pm

Challenges and Opportunities with Bond-Financed Properties

The number of properties financed with private activity bonds and 4% LIHTCs continues to increase, but that financing structure comes with challenges. As more states enact competition for limited bond resources, learn how to make your property attractive. Also get tips on best ways to ensure you pass the 50% test and other issues that arise with bond-financed properties.


Dan Bronfman photo

Speaker: Dan Bronfman, Managing Director , Pacific Western Bank

Jen Brewerton photo

Speaker: Jen Brewerton, Vice President, Dominium

Warren Sebra photo

Moderator: Warren Sebra, Partner, Novogradac

Ethan Ostrow photo

Speaker: Ethan Ostrow, Founding Partner, Norris George & Ostrow PLLC

5:00 pm - 6:00 pm

Networking Reception


FRIDAY, APRIL 29, 2022

8:00 am - 9:00 am

Breakfast and Login

9:00 am - 9:30 am

Keynote Address

Our expert speaker, Tia Boatman Patterson, shares insight on the Biden administration priorities for affordable housing, including budgeting and the use of tax incentives, how attendees can best advocate for affordable housing priorities and lessons she learned in California. 


Tia Patterson photo

Speaker: Tia Boatman Patterson, Associate Director, Housing, Treasury, & Commerce at the White House Office of Management & Budget

9:30 am - 10:20 am

California’s Affordable Housing Strategy

The nation’s most populous state has an ongoing affordable housing crisis and has committed an unprecedented amount of funding to housing-related issues in recent years. Hear how developers are combining incentives and tapping into state resources. Learn whether it’s making a difference and whether other states may duplicate the approach.


Nancee Robles photo

Speaker: Nancee Robles, Executive Director | Interim Executive Director, California Tax Credit Allocation Committee | California Debt Limit Allocation Committee

Gustavo Velasquez photo

Speaker: Gustavo F. Velasquez, Director, California Department of Housing and Community Development

Tiena Johnson Hall photo

Speaker: Tiena Johnson Hall, Executive Director, California Housing Finance Agency

Melissa Chung photo

Moderator: Melissa Chung, Principal, Novogradac

10:25 am - 11:15 am

Year 15: Options and Decision

As low-income housing tax credit properties approach the end of their 15-year compliance period, developers face decisions concerning the option to buy out the limited partner, resyndicate the property, refinance and more. Gain a deeper understanding about the possibilities and opportunities at a crucial moment in a LIHTC property’s lifespan.


Renee Beaver photo

Moderator: Renee Beaver, Partner, Novogradac

Jennifer Erixon photo

Speaker: Jennifer Erixon, Senior Vice President, Alliant Capital

Gary Downs photo

Speaker: Gary Downs, Transactional real estate attorney and founding partner, Downs Pham & Kuei LLP

11:20 am - 12:10 pm

COVID Relief Funds for Affordable Housing, Legislation and Guidance

Proposed legislation–facilitating the use as much as $8 billion in flexible COVID-19 relief funds for affordable housing–and regulatory updates have made changes to affordable housing and could create more. This panel discusses the impact of enacted and proposed changes on properties under construction and those already placed in service.


Paula Prahl photo

Speaker: Paula Prahl, Partner, Chief Policy and Corporate Affairs Officer & Executive Vice President, Dominium

Jennifer Schwartz photo

Speaker: Jennifer Schwartz, Director of Tax and Housing Advocacy, National Council of State Housing Agencies

Peter Lawrence photo

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