Novogradac 2022 Tax Credit Housing Finance Conference


Agenda Subject to Change: Please note agenda is set in Pacific Time. Please find CPE info here.



9:00 am - 4:00 pm

LIHTC Basics - (in person only) additional fee applies

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, tax credit pricing, project timelines, how to avoid recapture and more.


Tara Rial photo

Speaker: Tara Rial, Manager, Novogradac

Andrea Murray photo

Speaker: Andrea Murray, Manager, Novogradac

Mark Shelburne photo

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

Robert Bennett photo

Speaker: Robert Bennett, Principal, Novogradac

1:00 pm - 5:00 pm

Running the Numbers - (in person only) additional fee applies

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


Morgan Debusk  photo

Speaker: Morgan Debusk , Manager, Novogradac

Warren Sebra photo

Moderator: Warren Sebra, Partner, Novogradac


8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:15 am

Conference Welcome

Conference chair Jeff Nishita welcomes attendees and previews the next two days of sessions, networking and activities.


Jeff Nishita photo

Speaker: Jeff Nishita, Partner, Novogradac

9:15 am - 10:45 am

Washington Report

Our panel of experts discuss the chances of 2022 tax extender legislation and whether it may contain affordable housing provisions. Also learn how the recent midterm elections will shape affordable housing and regulations in the coming years, including who will hold key roles in the next session of Congress.


Emily Cadik photo

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

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

Orlando Cabrera photo

Speaker: Orlando Cabrera, Partner, Arnall Golden Gregory LLP

10:45 am - 11:00 am


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


11:00 am - 12:00 pm

Investors, Equity and Your Development

Gain a deeper understanding of the current LIHTC equity market and get tips on how to best maximize equity in your transaction. Hear how inflation and provisions in the Inflation Reduction Act are affecting investors and what you can do to make your transaction more attractive. Also hear where pricing is expected to go in 2023.


Jeff Weiss photo

Speaker: Jeff Weiss, President, Hunt Capital Partners, LLC

Reagan Maechling photo

Speaker: Reagan Maechling, Vice President, Acquisitions, Enterprise

Richard Shea photo

Speaker: Richard Shea, Senior Vice President - Acquisitions, CREA

Cory  Bannister photo

Speaker: Cory Bannister, Executive Vice President, R4 Capital

John DeJovine photo

Moderator: John DeJovine, Principal, Novogradac

12:00 pm - 1:15 pm

Networking Lunch

1:30 pm - 2:30 pm

What You Need to Know About Debt

A panel of experts discuss ways to finance affordable housing transactions, including creative uses of state and federal options. Hear more about your options for debt and how rising interest rates may affect your property.


Bill Fazzano photo

Speaker: Bill Fazzano, Partner, Boston Capital Finance

Matt Zarlengo photo

Speaker: Matt Zarlengo, Senior Vice President, LIHTC, UMB Bank

Sarah Geis photo

Speaker: Sarah Geis, Senior Vice President & Senior Banker, KeyBank

Warren Sebra photo

Moderator: Warren Sebra, Partner, Novogradac

2:30 pm - 2:45 pm


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


2:45 pm - 3:45 pm

Preservation Pointers

Sponsored by

The preservation of existing affordable housing is a crucial responsibility and opportunity for stakeholders. Hear how structuring and financing for preservation differs from new construction and how state and local agencies can assist in your development.


Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Partner, Novogradac

Audra Hamernik photo

Speaker: Audra Hamernik, President & CEO, Nevada HAND

Mark Sween photo

Speaker: Mark Sween, Partner, Dominium

Rusty Ginise photo

Speaker: Rusty Ginise, President, Alliant Strategic Investments

3:45 pm - 4:00 pm


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


4:00 pm - 5:00 pm

State of State Credits

More than 20 states have affordable housing tax incentives. This panel discusses how those credits differ from each other and the federal credit, how to twin state credits with federal LIHTCs and what you can do to encourage your state Legislature to create a state-level LIHTC.


Lou Bosso photo

Speaker: Lou Bosso, Senior Vice President, Origination, Cabretta Capital

Cindy Colvin photo

Speaker: Cindy Colvin, Managing Director, Advantage Capital

Chris Hite photo

Speaker: Chris Hite, President, Sugar Creek Capital

Michael Kressig photo

Moderator: Michael Kressig, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

Cap off the first day of the conference by gathering with other attendees.



8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 10:00 am

IRA and Affordable Housing

The Inflation Reduction Act, signed into law in August, featured myriad clean and renewable energy provisions, including some that affect affordable housing. Hear about the bonus investment tax credit for installing renewable energy in affordable housing and low-income communities, how the new law extends and make changes in Section 45L new energy efficient homes credits and allowing for no LIHTC basis reductions for ITC and 45L make clean energy even more attractive in affordable housing.


Ryan Moya photo

Speaker: Ryan Moya, Managing Director of Sustainability, National Housing Trust

Megan Riess photo

Speaker: Megan Riess, Director, Coats | Rose

Peter Lawrence photo

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

Brent Parker photo

Speaker: Brent Parker, Partner, Novogradac

10:10 am - 11:00 am

Mastering the PAB-4% LIHTC Transaction

More and more states are seeing competition for tax-exempt private activity bonds to finance affordable housing in conjunction with 4% LIHTCs. A panel of experts shares how financing differs between 4% and 9% LIHTC transactions and how to increase your chances of success in a competitive bond environment.


Jim Gillespie photo

Speaker: Jim Gillespie, Executive Vice President, Bellwether Enterprise Real Estate Capital

Eric Novak photo

Speaker: Eric Novak, President, Praxis Consulting Group LLC

Rachel Denton photo

Moderator: Rachel Denton, Partner, Novogradac

Kent Neumann photo

Speaker: Kent Neumann, Attorney, Tiber Hudson LLC

Lisa  Vatske photo

Speaker: Lisa Vatske, Division Director, Multifamily Housing and Community Facilities, Washington State Housing Finance Commission

11:10 am - 12:00 pm

Average Income Set-Aside Primer

The new average-income set-aside test regulations are out, and this panel helps explain how you can use this on your affordable housing property. Learn where this option works best and how to best navigate the regulations for success.


Missy Covington photo

Speaker: Missy Covington, VP, Compliance, Raymond James Tax Credit Funds Inc

Jen Brewerton photo

Speaker: Jen Brewerton, Vice President, Dominium

Stephanie Naquin photo

Moderator: Stephanie Naquin, Manager, Novogradac