2 | Conference Journal

Transcription

2015 AMERIND Risk | NAIHC Annual Convention & Tradeshow
Contents
Page Title
3 AMERIND Risk | NAIHC Staff
4 Message from AMERIND Risk Chairman
5 Message from NAIHC Chairwoman
6 Message from AMERIND Risk CEO
7 Message from NAIHC Executive Director
8 Message from AMERIND Risk Diamond Sponsor
10 Message from the Pima-Maricopa Indian Community
11 Message from the Mayor of Scottsdale
12 AMERIND Risk Board of Directors
13 NAIHC Board of Directors
14 Hotel Map
15 Information/Emergencies
16 NAIHC - Thank You Sponsors!
17-23 Convention Agenda
24 NAIHC - Thank You Elders’ Lounge Sponsors
26-53 Track Session Details
54 List of 2015 Exhibitors
56-61 Notes
63 AMERIND Risk - Thank You Sponsors!
Talking Stick Resort | Scottsdale, AZ | May 12-14, 2015
AMERIND Risk
Leadership and Team
Derek Valdo, (Pueblo of Acoma)
Chief Executive Officer
Dennis McCann
Chief Operating Officer
Departments
Alan Romero
Director of Claims
Amanda Ross
Director of Human Resources
Angela Rodgers-Hesch
Agency Director
Ken Black
Director of Organizational Development
Corporate Communications
April Abeyta
(Pueblo of San Juan/San Felipe)
Brianna Coriz (Pueblo of Santo Domingo)
Maria Barton (Pueblo of Laguna)
Claims
Alice Sena (Pueblo de Cochiti)
Glendon Toya (Pueblo of Jemez)
Henry Townsend (Pueblo of San Felipe)
JerriDine O’Donnell (Pueblo of Acoma)
Shannon Lastyona (Pueblo of Zuni)
Shari LaCome
Terry Shull
Field Services
Robert Dahl, Program Manager
Tina Duncan (Navajo), Sales Manager
Phyllis Little (Choctaw)
Ray Tafoya (Pueblo of Santo Domingo)
Finance
Charlotte Elliott
Karen Lonjose (Pueblo of Zuni)
Nancy Harjo Serna (Muscogee (Creek))
Director of Marketing
Peter Galbraith
Director of Information Technology
Renee Conner
Director of Finance
Finance (continued)
Kurt Mora (Pueblo of Jemez)
Sandra Ademuyiwa
Valerie Lucero (Pueblo of Acoma)
Human Resources
Lynnette Toya (Pueblo of Jemez)
Information Technology
Arthur McConnachie
Jorge Cervantes
Ken Valdo (Pueblo of Taos)
Patrick Moffatt
Rebecca Torres
Marketing
Minerva Diaz (Ysleta del Sur)
Persingula Mae Tafoya
(Pueblo of Santo Domingo)
Safety Services
Alec Grandon, Safety Manager
Anthony Herrera (Pueblo de Cochiti)
Kenneth Ruthardt (Mescalero Apache)
Underwriting
Aminta Lee (Diné)
Colandra Willie (Navajo)
Ellen Ostrowsky
Gary Wheeler
Jake Derden, Underwriting Manager
Leah Cristobal
(Pueblo of Santa Ana / Tlingit Tsmishian)
Randy Griego (Pueblo of Acoma)
Sharidynn Denetchiley (Diné)
TWG - an AMERIND Risk Company
Araceli Marquez
Brian Hesch
Crystal Shipp
Heidi Harnist
Jesse Mendoza
Juanita Ibarra
Monica Madrid
Ramon Montoya
Stacy Rolison
Tracy Gurule
NAIHC
Team
Pamela Silas, (Menominee/Oneida)
Barbara Renshof
Shawn Pensoneau (Kickapoo)
Director of Governmental Affairs
Membership Coordinator
Executive Director
LindaLee Retka
(White Earth Band of Minnesota Chippewa)
Director of Training and Technical Assistance
Chief Financial Officer
Bernadette EchoHawk (Pawnee-Otoe)
Shane Begay (Navajo Nation)
Training and Technical Assistance Admin Support Specialist
Conference Journal | 3
A message from AMERIND Risk
Chairman
Phil Bush (Modoc Lassen)
I, and the AMERIND Risk Board, are so pleased to welcome you all to the 2015
AMERIND Risk/NAIHC Convention and Tradeshow in sunny Scottsdale,
Arizona.
AMERIND Risk continues to be a compelling and successful story, this does not
happen by chance. The strength of AMERIND is the result of concerted efforts
to deliver quality insurance coverage throughout Indian Country with the highest
levels of customer satisfaction.
This year’s theme “Connection, Collaboration & Community,” reflects what we
are all about. AMERIND continues to strive to make the connection with you,
our members where you live, work and play, and to collaborate and listen to our
members so we are there when you need us to assist in protecting the strong and
healthy communities you have worked so hard to build and nurture.
At AMERIND, we value the alliance of efforts and invaluable input from our
members, we are constantly looking for ways to push the envelope to improve our
performance, outreach and services we provide. It is in the spirit of continuous
improvement that AMERIND is intensifying our customer service and outreach
efforts again this year.
We anticipate learning as much from you, our members, this week as we hope you
will glean from the speakers, vendors and trainings that are offered on a variety of
housing, insurance & community related issues.
Thank you for your continued loyalty and support of AMERIND Risk, and we
wish you all a safe journey home.
Phil Bush, Chairman
AMERIND Risk Board of Directors
A message from NAIHC
Chairwoman
Sami Jo Difuntorum (Kwekaeke Shasta)
Dear NAIHC and AMERIND members.
It’s my pleasure to welcome you to the joint AMERIND Risk | NAIHC Annual
Convention & Tradeshow. This is the National American Indian Housing
Council’s (NAIHC) forty-first year of providing such an event to our membership,
but the first year that we are doing it in conjunction with our sister organization
AMERIND Risk.
When Chairman Bush and Derek Valdo first approached NAIHC about the
possibility of having a joint conference, we knew immediately that our membership
would benefit. It’s not just the convenience of having two events for the costs of
one, but it is the investment in your staff that having two distinct tracks of training
can provide. With our combined expertise in NAHASDA administration and
housing safety, there will be a topic important to every member of your housing
team.
NAIHC is also pleased to have this national forum to introduce our new Executive
Director. Pamala Silas brings many years of non-profit, management and
development experience to our organization from a Native American perspective,
and we look forward to applying those skills to further the goals and mission of
NAIHC for many years to come.
We are successfully coming through this period of change and growth in the
organization, and we appreciate the strong support that our membership and
partners have shown us.
Enjoy this opportunity to network with your fellow housing professionals as you
pursue our shared goal of providing quality, affordable housing to Indian Country.
Thank you,
Sami Jo Difuntorum, Chairwoman
NAIHC Board of Directors
A message from AMERIND Risk
Derek Valdo (Pueblo of Acoma)
Guuwaadzi’ Haubaa!
On behalf of the AMERIND Risk Board of Directors and Staff, I would like to
welcome you to our Annual Convention & Tradeshow! As your Chief Executive
Officer, I am excited and proud that AMERIND Risk and the National American
Indian Housing Council (NAIHC) have collaborated to provide you with many
training and networking options.
Our convention is a great opportunity to get together with peers and friends from
Indian Country to share our successes and educate. Our forum is a prime example
of Tribes working together for our common cause of –“Tribes Protecting Tribes.”
We look forward to another successful convention. Please take some time to network
with your peers, and be sure to introduce yourself to our exhibitors and learn how
they may be of service to you. I would like to thank our sponsors and exhibitors for
participating in our event.
Again, welcome and enjoy your time here in the beautiful city of Scottsdale. I know
you will have a great experience!
Derek Valdo
A message from NAIHC
Executive Director
Pamala M. Silas (Menominee/Oneida)
Pōsōh! (Greetings!)
A warm welcome to everyone! Thank you for attending this year’s gathering
which promises to be filled with great networking, skill building and important
information sharing for all. “Connection, Collaboration, Community” is a
reminder of those core cultural values that have shaped our tribal communities for
generations and continues to make us powerful as we strive to serve the housing
needs of our Native American families.
As the newest member of the NAIHC family, I look forward to spending time
over the next few days meeting everyone, learning, catching up on NAIHC history
and getting inspired by the work taking place in tribal communities across the
country. Our hope is that you return home with new relationships, new resources
and renewed spirits. Your work makes a difference to thousands of Native people!
Let’s celebrate, support one another and continue to connect, collaborate and
build our communities!
Wāēwāēnen! (Thank you!)
Pamala M. Silas
Executive Director
A message from our
Diamond Sponsor
Bill Sutter, Virtus Group CEO
On behalf of Virtus Group, I would like to say Thank You to AMERIND
Risk and the Native American Tribes. We appreciate the opportunity to
participate in the 2015 Annual AMERIND Risk | NAIHC Convention &
Tradeshow as a Diamond Sponsor.
AMERIND Risk and Virtus have partnered together on multiple claim
projects that include the following services: emergency, mitigation, reconstruction on both residential and commercial losses. Virtus has made
a commitment to AMERIND Risk to service Indian Country and looks
forward to expanding our relationship. Together, AMERIND Risk and
Virtus have developed a special relationship to handle AMERIND Risk
claims and losses.
Again, thank you AMERIND Risk and the Native American Tribes for
the opportunity to be a Diamond Sponsor. We look forward to meeting
everyone and encourage you to stop by our exhibit booth.
We are greatly appreciative of The Virtus
Group’s support of “Tribes Protecting Tribes”!
1-855-5Virtus
www.TheVirtusTeam.com
GROUP
176 Triple Diamond Blvd.
N. Venice, FL 34275
23955 E. Highway 51
Broken Arrow, OK 74014
Virtus Group is proud to partner with
AMERIND Risk Management Corporation
AMERIND Risk and Virtus have partnered on multiple
projects including, Emergency Services, Mitigation, and
Reconstruction services on both residential and commercial
losses and has made a dedicated commitment to service
the needs through our specialty team.
24 Hour Emergency
Response
Drying and Dehumidification
Mold Remediation
Water Mitigation –
Extraction and Drying
Commercial and Residential
Reconstruction and Roofing
A message from the
Pima-Maricopa Indian Community
A message from the
Mayor of Scottsdale
AMERIND Risk
Board of Directors
Chairman Phil Bush
Modoc Lassen
Region 1 Susan M. Wicker
Poarch Band of Creek Indians
(Board Alternates)
Aaron Greenlaw
Houlton Band of Maliseet Indians
Region 2 Jane Barrett
Red Lake Nation
Region 3 Richard Schroeder
Turtle Mountain Band of
Chippewa Indians
Jeannie Cadwell
Lower Brule Sioux Tribe
Region 4 Gary Joiner
Chickasaw Nation
Valerie Powell
Choctaw Nation
Region 5 Lafe A. Haugen
Jack Sawyers
Northern Cheyenne Indian Reservation Paiute Indian Tribe of Utah
Region 6 Ron Ryan
Metlakatla Indian Community
Eugena Hobucket
Quinault Indian Nation
Region 7 Raymond Gonzales
Washoe Tribe
Greg Borene
Enterprise Rancheria
Region 8 Rachel Salas
Pueblo of Zia
Lisa Manwell
Jicarilla Apache Nation
Region 9 Olen Harris
North Pacific Rim
Guy Adams
Northwest Inupiat
AMERIND Risk
Cell Advisory Commission
Chairman
Joel M. Frank Sr.
Seminole Tribe of Florida
Richard Barrett
Red Lake Reservation
Carole Lankford
Confederated Salish & Kootenai Tribes
Lee Backus
Insurance Operations
Lawrence Montoya
Pueblo of Santa Ana
John Foehl
Government Entity Mutual, Inc.
NAIHC
Board of Directors
Chairwoman Sami Jo Difuntorum (Kwekaeke Shasta)
Siletz Tribal Housing Department
(Board Alternates)
Region 1 Paulette Cox (Eastern Band of Cherokee)
Interim Director, EBCI Housing and
Community Development
Adrian Stevens (Seneca Nation)
Executive Director, Seneca Nation Housing
Authority
Region 2 Joni Talentino (Sault Ste. Marie Tribe of
Chippewa Indians)
Executive Director, Sault Tribe Housing
Authority
Eric Shepherd (Sisseton-Wahpeton Tribe)
Operations Manager, Leech Lake Indian Housing
Authority
Region 3 Stuart Langdeau (Lower Brule Sioux)
Grants/Dev Coordinator, Lower Brule
Housing Authority
Sharon Vogel (Cheyenne River Sioux)
Executive Director, Cheyenne River Housing
Authority
Region 4 Gary Cooper (Cherokee Nation)
Executive Director, Housing Authority of the
Cherokee Nation
Russell Sossamon (Choctaw Nation)
Executive Director, Choctaw Nation Housing
Authority
Region 5 Chancy Kittson (Blackfeet Nation)
Executive Director, Blackfeet Housing
Authority
Jason Adams (Salish & Kootenai)
Executive Director, Salish & Kootenai Housing
Authority
Region 6 John Williamson (Cherokee Nation)
Executive Director, Lower Elwha Housing
Authority
Annette Bryan (Puyallup Tribe)
Executive Director, Puyallup Tribal Housing
Authority
Region 7 Karen Gonzales (Little Lake Pomo/Tohono
O’odham)
Executive Director, Round Valley Indian
Housing Authority
Glenda Nelson (Estom Yumeka Maidu)
Tribal Chairwoman, Enterprise Rancheria
Region 8 Floyd Tortalita (Pueblo of Acoma)
Executive Director, Acoma Housing
Authority
Linda Alvarez (Pascua Yaqui Tribe)
Pascua Yaqui Housing Authority
Region 9 Teri Nutter (Gulkana Village)
Executive Director, AHTNA Reg/Copper
River Basin Housing Authority
Carol Gore (Ninilchik Village)
President CEO, Cook Inlet Housing Authority
Region Map*
*Both organizations serve the same
regions throughout Indian Country.
Talking Stick Resort
Hotel Map
Information/Emergencies
Cyber Cafe
Check your e-mail, Facebook status, or complete the
overall evaluation at the Cyber Cafe. The AMERIND
Risk IT Team will also be available throughout
the conference to answer questions relating to the
AMERIND Risk customer portal. The Cyber Cafe is
open during the exhibit hours listed below.
Badges and Admittance
Convention badges must be worn to all events. See
“Guests and Additional Tickets” below to purchase
additional tickets.
Exhibit Hours
Tue. May 12 8am – 5pm
Wed. May 13 8am – 5pm
Guests & Additional Tickets
Guests will need to present a ticket for the Awards
Reception on Wednesday, May 13 at 6:30pm - 8:30pm.
Ticket prices are as follows:
$75 Adult
$30 Children (age 5-12)
Lost & Found
Lost and found is located at the convention registration
desk. Please note that AMERIND Risk, NAIHC and
the Talking Stick Resort are not responsible for any lost,
stolen, or damaged items.
On-site Registration Hours
Mon. May 11 11am – 5pm
Thu. May 14 8am – 12pm
Restaurants & Dining Options
Please see the concierge for a list of dining venues in the
hotel or around the Talking Stick area.
Safety and Emergencies
The safety and security of attendees are of the utmost
importance to AMERIND Risk | NAIHC. Should
any emergency arise, please locate a team member
immediately or call the front desk if you are in your
room. Below, is the address for the nearest emergency
hospital near the Talking Stick Resort:
Valley Hospital
3550 E Pinchot Ave
Phoenix, AZ 85018
(602) 957-4000
YOU HAVE A CHANCE TO WIN $50.00!
Random Gift Card Drawings will take place at the
following:
• General Session
• Continental Breakfast
• Breaks in Exhibit Hall
(Please see agenda for locations)
Overall Evaluation
This year, AMERIND Risk has revised the overall
evaluation and will only offer it electronically. You may
scan the QR code below with your smartphone, or visit
the Cyber Cafe to complete the evaluation:
NAIHC Elders’ Lounge
(Will be located in the Garden Board Room)
Scan this code with your smartphone or iPad to
complete your overall evaluation.
You may complete the evaluation at the cyber
cafe also. If you need assistance, please feel free
to ask one of our team members.
SPONSORS
Diamond Sponsor
SUPPORTING PARTNERS
Silver Supporting Partner
Gold Sponsor
Quartz Supporting Partner
Silver Sponsor
White Shell Supporting Partner
Copper Sponsor
Thank you for sponsoring our “Healthy Start” Walk
PARTNERS
Friends of NAIHC
Agenda
Monday, May 11
Time
8:00am – 9:30am
Showroom
11:00am – 5:00pm
11:00am – 5:00pm
Great Hall
1:00pm – 5:00pm
Salt River 1,2,3
3:00pm – 4:00pm
Red Bird L
Event
NAIHC – Legislative Committee Meeting
NAIHC Golf Event Fundraiser – Talking Stick Golf Club
Registration / AMERIND Risk Voting Card Pick-up / Badge Pick-up
Exhibitor Registration and Set-up
AMERIND Risk New Member / First Time Attendee
Tuesday, May 12
Time
7:30am - 9:00am
8:00am – 5:00pm
8:00am – 5:00pm
Salt River 1,2,3
8:00am – 5:00pm
Garden Board Room
9:00am – 12:00pm
Showroom
Event
Continental Breakfast (Exhibit Hall)
Registration / Badge Pick-up
Exhibit Hall / Cyber Café
Opening General Session
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Invocation – Member of the Salt River Pima Maricopa Indian Community
Presentation of Colors – SRPMIC Veterans’ Group
Welcome from Local Tribe – Delbert Ray, President, SRPMIC
Welcome from Scottsdale – Jim Lane, Mayor
NAIHC Chairwoman’s Address – Sami Jo Difuntorum
NAIHC Executive Director’s Welcome – Pamala Silas
AMERIND Risk CEO Welcome – Derek Valdo
AMERIND Risk Report – Phil Bush, Chairman
Congressional Video Messages
In Memoriam: Recognizing Indian Housing Professionals
HUD Representative
Legislative Committee Update – Gary Cooper, Legislative Committee Chairman
Congressional Video Messages
HEARTH: Three Years Later – Is Your Tribe Ready?
• “The Power of Us” - Gary Davis, President CEO, National Center for American Indian Enterprise Development
Gary “Litefoot” Davis is an enrolled member of the Cherokee Nation of Oklahoma. Before being appointed as President
and CEO of the NCAIED, Mr. Davis served on the organization’s Board of Directors. He has served as Vice-President of
Native Affairs for the Triple Five Group, owners of the world’s largest retail shopping malls; the Mall of America and the West
Edmonton Mall and he previously served as co-chair of the National Indian Gaming Association’s, American Indian Business
Network. Though his company Litefoot Enterprises, Mr. Davis has facilitated an array of cross sector business opportunities in
Indian Country ranging from acquisitions, casino gaming, hospitality, land development, green energy and pharmaceutical
initiatives.
• White House Representative
• Congressional Video Messages
• Streamlining the Environmental Review Process – Tribal Consultation
(General Session Agenda is Subject to Change)
12:00pm – 1:30pm Lunch (on own)
1:30pm – 3:00pm Breakout Sessions
Dove G/H Enterprise Risk Management: Step 1- Leadership
Speaker: Alec Grandon
Dove I Disaster Recovery: Removing The Mask of Mystery
Speakers: Adam Geisler and Sean M. Scott
Quail E/F The Ever Changing Landscape of Cyber Liability
Speaker: Todd Albright
Red Bird J Veterans: Housing & Homelessness in Indian Country
Speakers: Adam Johnson, Steven A. Cohen and Carolyn O’Neil
Red Bird K New Paradigms for Tribal Housing Supercharge Your Program
Speakers: Juel Burnette, Paul Iron Cloud, Angeline Johnson, Deanna Lucero and
Clay Colombe
Red Bird L Finding a Housing Champion: Communicating with your Stakeholders
Speaker: Elizabeth Glynn and Stella Harvey
Road Runner A Self-Monitoring Basics – Part 1
Speaker: Christine Dennis
Road Runner B Identifying "Need": What You Need and Already Have
Speaker: Kevin Klingbeil and Sharon Vogel
Road Runner C The Next Generation of Housing Management Software - Part 1
Speakers: Bryan Stevinson and Anthony Kilhoffer
Salt River 5 Marijuana Legalization and Tribally Designated Housing Entities
Speakers: Sylvia Curley and Amber Hunter
Salt River 6 Performance Management: Mastering how to prepare, deliver and document
difficult conversations
Speaker: Amanda Ross
Salt River 7 Planning and Managing Affordable Housing Part 1
Speakers: Robin Thorne and Tina Valdez
Salt River 8 Claims Level Training: New Beginner
Speaker: Alan Romero
3:00pm – 3:15pm Refreshment Break (Exhibit Hall)
Dove G/H Assessing Leadership Styles
Dove I Disaster Recovery: Removing The Mask of Mystery
Speakers: Adam Geisler and Sean M. Scott
Quail E/F Housing Administrator’s Insurance Certification
Speaker: Ken Black
Red Bird J Integrating 360 Degree Services: Housing & Family Wellbeing
Speaker: Tedd Buelow and Fred Fisher
Red Bird K Housing Management: Planning for Success with Resource Development
Speakers: Paul D Bradford, Tom S. McGeisey Jr. and Joanne K. Nichols
Red Bird L Tribal Construction & Rehab Financing using HUD 184
Speakers: Nancy Bainbridge, Gary Cooper
Road Runner A Self-Monitoring Basics – Part 2
Road Runner B Financial Education in Tribal Communities: Blueprint for Success
Speakers: Chris Smith, Ama Tuato’o and Darkfeather Ancheta
Road Runner C The Next Generation of Housing Management Software – Part 2
Speakers: Bryan Stevinson and Anthony Kilhoffer
Salt River 5 A National Tribal Survey, Why and How?
Speakers: Jim Wagenlander, James F. Wagenlander and David Heisterkamp II
Salt River 6 Performance Management Made Easy
Salt River 7 Planning and Managing Affordable Housing Part 2
Speakers: Robin Thorne and Tina Valdez
Salt River 8 Claims Intermediate Training: Liability Claims – More than Slip and Falls
Speaker: Terry Shull
5:00pm – 6:00pm Regional Caucuses (If necessary)
Red Bird J Region 1: Alabama, Connecticut, Florida, Maine, Massachusetts, Mississippi, New
York, North Carolina, and Rhode Island
Red Bird K Region 2: Michigan, Minnesota, Wisconsin, Indiana, and Illinois
Dove G Regions 3/5: Iowa, Nebraska, North Dakota, South Dakota, Colorado, Montana,
Utah, and Wyoming
Dove H Region 4: East Texas, Kansas, Louisiana, and Oklahoma
Red Bird L Region 6: Idaho, Oregon, Washington, and Metlakatla, AK
Dove I Region 7: California and Nevada
Quail E Region 8: Arizona, New Mexico, and West Texas
Quail F Region 9: Alaska (except Metlakatla) and Hawaii
6:30pm – 8:30pm Welcome Reception - Fire Garden (Poolside)
Wednesday, May 13
Time
6:30am
7:30am - 9:00am
8:00am – 5:00pm
8:00am - 5:00pm
Salt River 1,2,3
8:00am – 5:00pm
Garden Board Room
9:00am – 10:30am
Showroom
Event
Healthy Start Walk – Main Lobby
Exhibit Hall / Cyber Café
AMERIND Risk Member Business Meeting
9:00am – 10:30am AM Breakout Sessions
Dove G/H Assessing Leadership Styles
Quail E/F Loss Effects on Productivity
Speaker: Ray Tafoya
Red Bird J Urban Housing: Evolution Toward New Opportunities
Speakers: Rosemary Fagrelius and Robert Lilligren
Red Bird K Board of Commissioners 101
Speaker: Patsy Cohoe
Red Bird L Ask the Experts: Managing your Housing Portfolio
Speaker: Crystal Banks-Mann and Carol Baca
Road Runner A Low-Cost Tools for Resident Health and Safety - Part One
Speakers:
Gillian Mittelstaedt, Aileen Gagney and Krysta Thornton
Road Runner B Financing Affordable Housing In Your Community - Part 1
Speakers: Bryan Schuler and Sharie Benson
Road Runner C Title VIII: NAHASDA & Hawaiian Home Lands
Speaker: Jobie Masagatani
Salt River 5 How Indian Housing Authorities Can avoid Costly Mistakes – Part 1
Speakers: Charles Bennett, Leo Hirsch, Scott Moses, Robin Thorne and Ed Clay
Goodman
Salt River 6 Performance Management: Mastering how to prepare, deliver and document
difficult conversations
Salt River 7 Claims Advanced Training: Understanding Property Claims
Salt River 8 Family Program – Keeping Your Homeowners and Tenants Covered
Speaker: Phyllis Little
10:30am–10:45am Refreshment Break (Exhibit Hall)
10:45am – 12:00pm Regional Caucuses (If necessary)
Red Bird J Region 1: Alabama, Connecticut, Florida, Maine, Massachusetts, Mississippi, New
York, North Carolina, and Rhode Island
Red Bird K Region 2: Michigan, Minnesota, Wisconsin, Indiana, and Illinois
Dove G Regions 3/5: Iowa, Nebraska, North Dakota, South Dakota, Colorado, Montana,
Utah, and Wyoming
Dove H Region 4: East Texas, Kansas, Louisiana, and Oklahoma
Red Bird L Region 6: Idaho, Oregon, Washington, and Metlakatla, AK
Dove I Region 7: California and Nevada
Quail E Region 8: Arizona, New Mexico, and West Texas
Quail F Region 9: Alaska (except Metlakatla) and Hawaii*
*Region 9 loction will change to Road Runner A on Thursday, May 14.
10:45am– 12:15pm Breakout Sessions
Road Runner A Low-Cost Tools for Resident Health and Safety - Part 2
Speakers: Gillian Mittelstaedt, Aileen Gagney and Krysta Thornton
Road Runner B Financing Affordable Housing In Your Community Part 2
Speakers: Bryan Schuler and Sharie Benson
Road Runner C Native American Direct Loan Program
Speaker: Adam Johnson
Salt River 5 How Indian Housing Authorities Can avoid Costly Mistakes – Part 2
Speakers: Charles Bennett, Leo Hirsch, Scott Moses, Robin Thorne and Ed Clay
Goodman
Salt River 6 Performance Management Made Easy
Salt River 7 Claims Entry Level Training: New Beginner
Salt River 8 AMERIND Risk IHBG Program – Portal Inventory Certification
Speakers: Phyllis Little and Peter Galbraith
12:15pm – 1:30pm Lunch (on own)
1:30pm – 4:00pm AMERIND Risk Member Business Meeting
Showroom
1:30pm – 3:00pm PM Breakout Sessions
Dove G/H Loss Effects on Productivity
Speaker: Ray Tafoya
Dove I Ten Practical Strategies for ACA Compliance
Speaker: Angela Rodgers-Hesch
Quail E/F AMERIND Risk IHBG Program – Portal Inventory Certification
Speakers: Phyllis Little and Peter Galbraith
Red Bird J Streamlining the Mortgage Approval Process
Speakers: Craig Nolte, Tom Wright and Andrea Dunyon
Red Bird K Tribal Housing Development-Steps from A to Z
Speakers: Andrea Dunyon, Dave Richards and Linda Johnson
Road Runner A Knowing the Home Loan Options: Overview & Updates
Speakers: William Guevara and Armon Batiste
Road Runner B Board of Commissioners: Tribal Finance 101
Speaker: Scott Huebert
Road Runner C Useful Life and Binding Commitments
Salt River 5 Planning and Financing Affordable Housing Part 1
Speakers: Lorna Fogg, Michael Chavez and Brook Kristovich
Salt River 7 Streamlining the Environmental Review Process – Tribal Consultation
Speakers: Liz Zepeda, Jennifer Bullough and Karen Newton
Salt River 8 Housing Administrators Insurance Certification
Speaker: Ken Black
3:00pm – 3:15pm Refreshment Break (Exhibit Hall)
3:15pm – 4:45pm PM Breakout Sessions
Road Runner A The Affordable Care Act Benefits for Your Community
Speakers: Dawn Coley and April Hale
Dove G/H Employee Safety - A Risk Management Approach
Speaker: Ray Tafoya
Quail E/F Family Program: Keeping Your Homeowners and Tenants Covered
Speaker: Phyllis Little
Road Runner B USDA Rural Development Programmatic Update
Speaker: Tedd Buelow
Road Runner C Thinking outside the (HUD) box: Affordable Housing Design
Speakers: Ashley Bland and Marvin Burnette
Salt River 5 Planning and Financing Affordable Housing Part 2
Speakers: Lorna Fogg, Michael Chavez and Brook Kristovich
Salt River 6 Claims Advanced Training: Understanding Property Claims
Salt River 8 Why Every Employer Needs to Rethink Their Benefits Platform
4:45pm Exhibitor Tradeshow Concludes
6:30pm – 8:30pm Awards Reception
• Wayne Ducheneaux Award
Salt River 4,5
• Virginia Kizer Award for Outstanding Service
• George Nolan Award for Outstanding Service
Thursday, May 14
Time
8:00am - 10:00am
8:00am – 12:00pm
8:00am – 12:00pm
Salt River1,2,3
9:00am – 12:00pm
Garden Board Room
8:30am – 9:30am
Event
Cyber Café Open
NAIHC Regional Caucus (If necessary)
See Tuesday PM for locations
Please note that Region 9 will be located in Road Runner A.
10:00am – 12:00pm NAIHC Member Business Meeting
Showroom
9:45am – 11:15am AM Breakout Sessions
Dove G/H The History and Advantages of a Tribal Workers’ Compensation Program
Speaker: Robert Dahl
Red Bird J Bear Claw Disaster Recovery
Speaker: Brad Campbell
Red Bird K Community Development; An Engineer's Approach
Speaker: Brett McElhaney
Red Bird L Ethics; Responsibility; Accountability; Creating a Culture of Accountability
Speaker: Scott Huebert
Road Runner A Housing as Economic Development
Speakers: Philip Glynn, Rolando Jaimez and Bryan Schuler
Road Runner B HUD/IRC/Site Built-Which Is Your Best Home Value
Speaker: Mitzi Garcia
Road Runner C Wetland Mitigation Banking: Generate revenue and address wetlands
Speaker: Diana Bob
Salt River 4 Financial Strength
Speakers: Derek Valdo and Ken Black
Salt River 6 Why Every Employer Needs to Rethink Their Benefits Platform
Salt River 7 Financing Renewable Energy for Indian Housing
Speakers: Brian Pierson and John Clancy
Salt River 8 Claims Entry Level Training: New Beginner
11:15am – 1:00pm Lunch (on own)
Red Bird K Supportive Housing Development for Tribal Communities
Speakers: Rebecca Gobeille and Diana Bob, Stoel Rives LLP
Red Bird L Fundamentals of Effective Land Management
Speaker: TBD
Road Runner A Harnessing Data to Meet Your Tribe’s Needs
Craig Nolte and Naomi Cytron
Salt River 4 Meet With AMERIND Risk Officers:
Derek Valdo, CEO
Dennis McCann, COO
Salt River 6 Affordable Care Act Primer
Salt River 7 Streamlining the Environmental Review Process – Tribal Consultation
Speakers: Liz Zepeda, Jennifer Bullough and Karen Newton
Dove G/H Employees are your most valuable asset, keep them productive by
implementing a Return to Work program
Speaker: Robert Dahl
2:30pm
2015 AMERIND Risk | NAIHC Convention Concludes
Your Regional
Housing Associations
and Supporters
Proud Sponsors of the Elders’ Lounge
(Will be located in the Garden Board Room)
Track Session Details
(Listed Alphabetically)
A National Tribal Survey, Why and How?
There has been for many years discussion about designing and implementing a national tribal housing survey. Hear
the merits of such a survey and how it might be conducted as well as whether such a survey could help improve
management of Indian housing and the allocation of housing funds.
Jim Wagenlander, Attorney for Indian Housing Authorities, Wagenlander & Heisterkamp, 1700 Broadway, Suite 1202
Denver, CO 80290-1201, (303) 832-6511, Cell Number (303) 981-8274,
Email [email protected]
James F. Wagenlander is the Founder and a Managing Shareholder in the Denver law firm of Wagenlander & Heisterkamp LLC and its consulting division WH AmeraWest. The firm is general counsel to tribal housing programs.
It also represents public housing agencies in Colorado and is internationally engaged in Mongolian law. Wagenlander & Heisterkamp has practiced Indian housing law for 39 years and prior to that he worked as an attorney for
3 years with HUD. His undergraduate BA degree is from the University of Denver and his JD law degree is from
Case Western Reserve University.
David Heisterkamp II, Attorney for Indian Housing Authorities, Wagenlander & Heisterkamp, LLC, 1700 Broadway,
Suite 1202, Denver, CO 80290-1201, (303) 832-6511, Cell Number (303) 549-3690, [email protected]
David Heisterkamp II is a Managing Shareholder in the Denver law firm of Wagenlander & Heisterkamp LLC and
its consulting division WH AmeraWest. The firm is general counsel to many tribal housing programs throughout
the country. It also represents public housing agencies in Colorado and internationally is engaged in Mongolian law.
Wagenlander & Heisterkamp has practiced Indian law for 39 years. Dave Heisterkamp’s undergraduate BA degree is
from Dartmouth College and his JD law degree is from the University of Colorado.
Helping You Get Back to Life
Interstate is an emergency restoration and general contractor company specializing
in repairing commercial and residential properties nationwide. We make coping
with a disaster more manageable by providing one place for all your emergency
restoration, construction defect and property damage consulting needs. Contact
James Schmidt directly at 407–902–8350.
800–622–6433
24 Hour Emergency Response
26 | Conference Journalwww.InterstateRestoration.com
Affordable Care Act Primer
An easy to understand introduction to the ACA. Timeline, Implementation, Definitions and Guidelines,
Consumer Benefits, Enrollment, Addressing the “Broken System Model” Essential Health Benefits, and Compliance Basics.
Angela Rodgers-Hesch, Agency Director, TWG-AMERIND Risk
Angela is the Agency Director of TWG Insurance and Financial Services - An AMERIND Risk Company and
New Horizons Association. Angela specializes in comprehensive insurance design and implementation and financial
services products for businesses and individuals.
Angela is a U.S Army veteran with a long history of success as broker, benefit manager, and enrollment specialist. She can assist with everything from your health plan and life insurance to college funds and retirement and
annuities.
AMERIND Risk IHBG Program – Portal Inventory Certification
We will review the importance of keeping your IHBG inventory up-to-date. A live portal will be presented on
adding, deleting and editing information. Also, we will show you how to pull reports to check your information
with what is on the portal. Great for new employees that will be dealing with inventory.
Phyllis Little, Field Agent, AMERIND Risk
Phyllis is a member of the Choctaw Nation of Oklahoma. Phyllis has been with AMERIND since 2000 and is
currently a Field Agent. Her in-depth knowledge of Indian housing was gained through her previous employment
with the Housing Authority of the Chickasaw Nation. Phyllis is a graduate of Draughon’s School of Business and
East Central University.
Peter Galbraith, Director of Information Technology, AMERIND Risk
Peter Galbraith is the Director of IT at AMERIND. He started at AMERIND 6 years ago as a Web Programmer
working on the AMERIND Customer Portal. He is a Microsoft Certified Technology Specialist in several programming technologies.
Ask the Experts: Managing your Housing Portfolio
Ask industry experts on how to best manage your housing portfolio. This will be a question and answer session
with affordable housing experts and experienced tribal developers sharing their tips and suggestions for how best to
maintain compliance with various funding sources including HUD, tax credits, and grant programs.
Crystal Banks-Mann, Assistant Director of Asset Management, Travois, 310 W. 19th Terrace, Kansas City, MO
64108, (816) 994-8970, [email protected]
Crystal Banks-Mann, Assistant Director, oversees the day-to-day operations of the Travois Asset Management team,
assesses compliance risks and helps develop risk management strategies for clients. She is a Housing Credit Certified
Professional (HCCP), a Specialist in Housing Credit Management, a Housing Compliance Manager for Rural
Development Programs, and a National Compliance Professional. Crystal is also certified as a Native American
Housing Assistance and Self-Determination Act (NAHASDA) & Tax Credit Compliance Professional (NTCCP)
and leads trainings for compliance professionals seeking the NTCCP certification, in collaboration with the
National American Indian Housing Council.
Rhonda Michael, Tax Credit Manager, Blackfeet Housing, P.O. Box 449, Browning, MT 59417, (406)338-5031
Rhonda Michael is the tax credit manager for Blackfeet Housing, the Tribally Designated Housing Entity for
the Blackfeet Tribe. In her position, Michael works in the tax credit department that manages five Low Income
Housing Tax Credit projects, and she helps the department to recertify tenants and collect rents and with reporting
and keeping the homes in compliance with investors and the state agency. She also works with the Indian Housing
Plan and to complete Annual Performance Reports for NAHASDA and ICBDG grants. Michael has worked at
Blackfeet Housing since 1990 and previously served as finance manager.
Assessing Leadership Styles
Join us to explore some of the more popular leadership and personality style tests, and be ready to take one yourself!
Alec Grandon, Safety Manager, AMERIND Risk
Alec has over 25 years of experience in insurance, risk, and corporate management. He holds many nationally
recognized designations as well as a Master of Science degree in Insurance Management. Alec is a member of the
Global Risk Management Institute (GRMI), is a Designee of the Society of Insurance Trainers and Educators
(SITE), and has recently been named as a Fellow of the Risk and Insurance Management Society (RIMS).
Bear Claw Disaster Recovery
The presentation will provide information to tribal housing professionals on how to recover from most types of
disasters. Bear Claw Construction cannot only offer an array of construction services for disaster recovery.
Brad Campbell, CEO/Principal/Owner, Bear Claw Construction Management, LLC, Member of the Iowa Tribe of
KS and NE, 100 E 7th St Suite 300, Kansas City, Missouri 64106, (816) 659-9115, Cell Number (402) 470-1678,
[email protected]
Board of Commissioners 101
This session will cover basic NAHASDA and the role of the Housing Board of Commissioners per the rules and
regulations. It will also provide guidance on managing the housing business meetings and the relevant principles on
planning and monitoring.
Patsy Cohoe, Consultant, IHA Management, PO Box 1411, Globe, AZ 85502, (928) 475-3670, Cell Number (928)
812-0910, [email protected]
Ms. Patsy Cohoe has been in the Indian Housing industry for 30 years and 15 years as Technical Assistance/Trainer
for the National American Indian Housing Council. She is also a former Executive Director for the San Carlos
Apache Housing Authority and has served on various management boards on the San Carlos Apache Reservation
in economic development, cattle industry, telecommunications and at the national level, served as President of
Southwest Indian Housing Authority Association and Treasurer of NAIHC Board.
Board of Commissioners: Tribal Finance 101
It takes commitment to learn the financial workings of the Tribe in order to be an effective Board Member,
accepting the challenge is just the beginning. This course will provide an overview of financial data and regulations
impacting Tribes. Topics are: tribal finance terminology, types of funds, limitations, use of funds, and budgeting.
Scott Huebert, Senior Manager of Tribal Accounting Services, Finley & Cook, PLLC, 601 North Broadway, Shawnee,
Oklahoma 74801, (405) 395-5134, Vell Number (405) 777-8570, [email protected]
Scott Huebert has worked in the tribal environment for over fifteen years. He has seven years of working with
tribal clients as their outsourced accounting manager. These duties include overseeing the accounting operations on
a monthly basis as well as preparing them each year for their fiscal audits. Additionally, he has ten years of experience specializing in accounting, implementation and training on fund accounting software packages.
Claims Entry Level Training: New Beginner
In the session we will cover the fundamentals of Claims Training. Perhaps you are new to your position or just need
to have a better understanding of the basics claims training. So please come join us as we walk you through a basic
orientation to help you gain insight to understanding the Claim Process.
Alan Romero, Director of Claims, AMERIND Risk
Alan is the Director of Claims Department for AMERIND Risk. He attended New Mexico State University and
has been with AMERIND Risk for over 19 years. With professional designations from Vale National Training
School in Property and Liability Adjusting; Alan utilizes his training and experience to manage the Claims Department.
Claims Intermediate Training: Liability Claims – More than Slip and Falls
In this session we will take what we discussed in 1st session and dive into case scenarios and examples to gain a
greater understanding of liability exposures.
Terry Shull, Senior Claims Representative, AMERIND Risk
Terry began her career in the law enforcement world while she studied both Biology and Administration of Justice
at Cerritos College in Norwalk, CA. After moving into the private sector, she has spent the past 28 years in the
complex liability claims field working for two large Fortune 500 insurance companies. She uses her considerable
experience to assist clients with claims.
Claims Advanced Training: Understanding Property Claims
In the session we will cover the fundamentals of how to submit a property claim from start to finish. Review
important policy conditions and coverages as to what is covered and what is not covered. Finally, review
AMERIND Risk Direct Repair program as to how it works in conjunction with a property loss.
Alan Romero, Director of Claims, AMERIND Risk
Alan is the Director of Claims Department for AMERIND Risk. He attended New Mexico State University and
has been with AMERIND Risk for over 19 years. With professional designations from Vale National Training
School in Property and Liability Adjusting; Alan utilizes his training and experience to manage the Claims Department.
Community Development; An Engineer’s Approach
Prosperous communities rely on good leaders to build and shape them. This unique presentation covers the
selection, planning, and management of community projects, focusing on building. After attending this presentation your leaders will be better equipped to plan more successfully, maintain professional relationships, and manage
construction projects.
Brett McElhaney, Structural Enigineer, (Cherokee Nation), McElhaney Structural Engineers LLC, 527 Lander Street
Ste 101-A Reno, NV 89509, (775) 853-5525, Cell Number (775) 742-6462, [email protected]
Brett McElhaney has over 17 years of experience in a variety of projects. He is experienced in a variety of building
types including: office, industrial, medical, seismic, and residential. Designed renewable energy projects: wind
turbine towers, solar PV arrays ground/roof-mounted and solar thermal arrays. Charter member of Structural Engineering Institute (SEI) Holds the Structural Seat on Carson City Board of Appeals for BCI. He serves as an arbitrator on insurance cases involving structural issues in northern Nevada, NV State Board of Professional Engineers
Advisory Committee member. He is co-author of ASCE Journal of Structural Engineering and “Seismic Retrofit of
Non-Prismatic RC Bridge Columns with Fibrous Composites”
Disaster Recovery - Removing the Mask of Mystery
When first responders leave the scene of a disaster, the survivors are left to figure out their recovery on their own.
For those who have lost their home or become displaced, this can be the beginning of a nightmare. Whether it’s
a wildfire, flood, earthquake, or something as common as a structure fire, those who go through a disaster usually
don’t know what to do, who to trust, or where to turn for help. This is when disaster survivors all-to-often fall
prey to scams, high pressure sales tactics, or otherwise make hasty decisions that can adversely affect their ability to
recover and rebuild their lives.
The focus of the presentation is to shed light on the recovery process and reveal many of the pitfalls and challenges
survivors face in the days, weeks, and months that follow a disaster event. I will also share a wealth of information
on key recovery topics gleaned from over 35 years of hands on personal experience in the restoration industry, that
will provide valuable insight on how to prepare for recovery and become more resilient.
Adam Geisler, La Jolla Band of Luiseno Indians
Mr. Geisler is currently serving his third term as the Tribal Council Secretary for the La Jolla Band of Luiseño
Indians located on the side of Palomar Mountain outside of San Diego, California. Mr. Geisler also serves as the
Vice Chairman for the Inter Tribal Long Term Recovery Foundation and acts as the Long Term Disaster Recovery
Coordinator for his Tribe, the La Jolla Band of Luiseño Indians.
Sean M. Scott, Author of The Red Guide to Recovery - Resource Handbook for Disaster Survivors, Phone: (858)
Sean Scott is a second generation restoration contractor by trade who has spent over 35 years in the construction
and disaster restoration industry. Most of this experience involved assisting individuals and families rebuild their
homes and businesses after fires, floods, and other disaster events. Sean witnessed first-hand the struggles people
went through in order to rebuild their lives and how daunting this process is for most.
It is Sean’s mission to teach people not only how to recover from disaster events, but also how to prepare for
recovery in advance, so people have the tools they need to rebuild their homes and lives.
Employee Safety – A Risk Management approach
This workshop will address common workplace safety issues and how employers and management can use risk
management analysis to increase awareness and mitigate exposures. A step by step approach to the risk management
cycle will help you be better equipped to deal with safety issues.
Ray Tafoya, Field Representative, AMERIND Risk
Ray is a Field Service Representative with AMERIND Risk since 2013 and a member of the Santo Domingo Tribe
in New Mexico. Ray brings over 10 years of experience working with Tribes and Tribal businesses, first as a Relationship Manager with Wells Fargo Bank and most recently as Tribal Administrator for the Santo Domingo Tribe.
Ray attended New Mexico State University and is currently pursuing a degree in Business Management.
Employees are your most valuable asset, keep them productive by implementing a Return to Work program
This session will focus on why your organization should, and the advantages of, implementing a Return To Work
program.
Robert Dahl, Program Manager, AMERIND Risk
Bob is the Program Manager for the AMERIND Tribal Worker’s Compensation (TWC) program as well as the
Berkley Risk individually self-insured Tribal Nation WC programs in MN, WI & SD. Bob began his insurance
career in 1986 with Liberty Mutual as an outside multi-line claims adjuster. Bob joined Berkley Risk in 1990 as a
Senior WC Claim Examiner handling litigated, subrogation and employer’s liability claims. Shortly after joining
Berkley Risk, Bob was assigned as a consultant on their newly formed Tribal Nation WC program, working
with Tribes to develop a claims process and assist in making the transition to self-insurance. Bob was then made
supervisor of the Tribal Nation WC unit, which included being a part of the sales team. He then transitioned to the
Sales and Marketing department where he worked as a Program Manager for the past 15 years, before joining the
AMERIND team in March of this year.
Enterprise Risk Management: Step 1 – Leadership
Enterprise Risk Management (ERM) supports the achievement of tribal business objectives by addressing the full
spectrum of risks, and managing the combined impact of those risks as an interrelated risk portfolio. There is increasing pressure on tribal leadership to consider, and create, such a risk management program to protect the assets
of the tribe and its enterprises. Arguably the most important first step is to know what type of leader you are or,
perhaps more importantly, what kind you would like to be. This session will provide an overview and discussion of
various leadership styles and strategies.
Alec Grandon, Safety Manager, AMERIND Risk
Alec has over 25 years of experience in insurance, risk, and corporate management. He holds many nationally
recognized designations as well as a Master of Science degree in Insurance Management. Alec is a member of the
Global Risk Management Institute (GRMI), is a Designee of the Society of Insurance Trainers and Educators
(SITE), and has recently been named as a Fellow of the Risk and Insurance Management Society (RIMS).
Ethics; Responsibility; Accountability; Creating a Culture of Accountability
The position of Commissioner can be very rewarding, but with those rewards come new challenges requiring strong
ethical standards and fiduciary responsibility. This course will identify the skill set needed to become an effective
leader to include: Ethics; Responsibility; Accountability; and Creating a Culture of Accountability.
Scott Huebert, Senior Manager of Tribal Accounting Services, Finley & Cook, PLLC, 601 North Broadway, Shawnee,
Oklahoma 74801, (405) 395-5134, Cell Number (405) 777-8570, [email protected]
Mr. Huebert has worked in the tribal environment for over fifteen years. He has seven years of working with tribal
clients as their outsourced accounting manager. These duties include overseeing the accounting operations on a
monthly basis as well as preparing them each year for their fiscal audits. Additionally, he has ten years of experience
specializing in accounting, implementation and training on fund accounting software packages.
Family Program – Keeping Your Homeowners and Tenants Covered
There are thousands of uninsured homes in Indian Country, leaving those families in the hands of fate. We as
housing entities and Tribes need to be educating our people on the importance of insurance. The homeowners
and renters insurance provide coverage for homes, personal property, liability and emergency living for homes.
Attendees will learn how this program can benefit their community members as individuals and group coverage.
Phyllis Little, Field Agent, AMERIND Risk
Phyllis is a member of the Choctaw Nation of Oklahoma. Phyllis has been with AMERIND since 2000 and is
currently a Field Agent. Her in-depth knowledge of Indian housing was gained through her previous employment
with the Housing Authority of the Chickasaw Nation. Phyllis is a graduate of Draughon’s School of Business and
East Central University.
Financial Education in Tribal Communities: Blueprint for Success
Financial know-how at the household level is a must to meaningfully and permanently improve quality of life in
our tribal communities. This presentation describes the innovative program which has been producing success
stories at Washington’s Muckleshoot Tribe. The 3 Cs are what make it different: customization, completeness, and
continuity.
Chris Smith, Founder, Money Skills for Life, 11302 Ohde Circle, Kirkland, WA 98033, (909) 353-4233, Cell
Number (909) 353-4233, Email [email protected]
Chris Smith is a man of diverse accomplishments. He had been a senior financial executive at Hewlett Packard for
many years, and then wrote Securing Your Financial Future, a widely acclaimed personal finance guide for today’s
young adults. But more recently, he’s devoted all his efforts to Money Skills for Life, a program designed to bring
comprehensive, customized financial education to Indian Country. As a result of the program’s success, Chris was
chosen as a featured presenter at the HUD/ONAP Asset Building Summit Conference last November, and was
selected as the Native Learning Center’s Financial Wellness Webinar Instructor in December.
Ama Tuato’o, Executive Director, Muckleshoot Housing Authority, 38037 158th Ave SE, Auburn, WA 98092, (253)
876-2862, Cell Number (253) 261-2538, [email protected]
Ama Tuato’o is the Executive Director of the Muckleshoot Housing Authority, where the Money Skills for Life
Program was first introduced in 2013. She had seen several approaches taken to financial education for the applicants/participants of housing programs, but none seemed to have lasting or wide impact. In this presentation, Ama
will explain why, from her perspective as Executive Director of Housing, the Money Skills for Life program has
succeeded - and what the plans are for even broader success in the future. Ama will be one of three panelists participating in a panel discussion and Q&A after Chris’ introductory presentation.
Darkfeather Ancheta, HUD 184 Tribal Outreach, 1st Tribal Lending 8825 34th Ave NE Suite L #223 Tulalip, WA
98271, (510) 856-2185, Cell Number (425) 508-0278, [email protected]
In Darkfeather Ancheta’s role with 1st Tribal Lending, she routinely visits tribal housing offices, large and small,
throughout Indian Country. This has given her a good understanding of the urgent need for financial skills improvement among housing program applicants/participants, as well as how well that need is currently being met.
When she heard about Money Skills for Life at Muckleshoot, she asked to attend the program as a guest – and has
since become a strong supporter of the Money Skills approach. Darkfeather will be one of three panelists participating in a panel discussion and Q&A after Chris’ introductory presentation.
Financial Strength
This session will provide you with information regarding AMERIND Risk’s Financial Sustainability and the ability
to “Be Around as Long as Tribes Need Us”. Our ability to meet HUD financial sustainability ratios and actuarial
opinions on our reserving practices are critical to maintaining a solid program for Tribes. These ratios ensure that
AMERIND Risk will respond to valid covered claims when they occur in Indian Country no matter whether they
are routine claims or catastrophic events. We will review AMERIND’s financial position and the solvency of your
organization. Attendees will gain valuable insight into the strength and power of our Tribally owned insurance
entity.
Derek Valdo, Chief Executive Officer, AMERIND Risk
Mr. Valdo is the Chief Executive Officer for AMERIND Risk. Mr. Valdo’s 14 year career with AMERIND Risk
includes his position as the Director of Safety Services. Additionally, he is currently serving his 11th year as an
appointed Councilman for the Pueblo of Acoma and is a Board Member for the National Indian Child Welfare
Association. His service includes numerous national American Indian organizations. He attended Stanford University and obtained his Bachelor’s Degree in Economics with a minor in Management from the University of New
Mexico. Mr. Valdo is a Certified Risk Manager.
Financing Affordable Housing In Your Community (Two-Part)
Learn from tribal and industry experts about how the Low Income Housing Tax Credit program can be used to
create more affordable housing in your community. This session will help you understand the basics and introduce
you to experienced tribal developers with a track record of success.
Bryan Schuler, Vice President for Affordable Housing, Travois, 310 W. 19th Terrace, Kansas City, MO 64108, (816)
Bryan Schuler, Vice President for housing development, manages Travois’ nationwide portfolio of Low Income
Housing Tax Credit (LIHTC) projects and implements housing development strategies. He served on a Wisconsin
Housing & Economic Development Authority (WHEDA) Advisory Committee that made changes to the
2010-2011 Qualified Allocation Plan (QAP) and continues to be instrumental in fostering relationships with all
state housing agencies. Bryan joined Travois in 2005 and previously served as development director. He graduated
from the University of Virginia with a degree in cognitive science.
Sharie Benson, Executive Director, Yavapai Apache Nation Tribal Housing, PO Box 3310, Camp Verde, AZ 86322,
(928) 567-4191, [email protected]
Sharie Benson is the Executive Director of Yavapai Apache Nation Tribal Housing and has been with the Housing
Department for over seven years. A graduate of California Polytechnic University in Pomona, CA, she holds a
Bachelor of Science degree in Business Administration. Prior to coming to Yavapai Apache, she was the Controller
for Ampro, a west coast manufacturing division of Amscan, Inc. Born and raised in Orange County, CA, she moved
to Prescott, AZ in 2005. She is the mother of three sons: Todd, David, and Michael.
We’re Committed To
You And Indian Country.
Relationships are important in Native American culture. They’re important to
BOK Financial as well. Located in Arizona, Colorado, New Mexico and Oklahoma,
you have more than 50 years of experience and advice at your fingertips with
our Native American Services team. As a $29 billion regional financial services
company, BOK Financial has the capacity to assist you and is committed to
helping you succeed.
So, give us a call, or better yet, let us come see you.
Lending | Cash Management | International Services
Retirement Plan Services | Corporate Trust | Wealth Management
505.222.8555 | www.bokf.com
© 2015 BOK Financial Corp. Services provided by Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas and Colorado State Bank and Trust, divisions of BOKF, NA, member FDIC, equal housing
lender. BOKF, NA is a division of BOK Financial Corporation.
Investments and insurance are not insured by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. All investments are subject to risks, including possible loss of principal.
Financing Renewable Energy for Indian Housing
This presentation explains how tribes can use investment tax credits in combination with state and federal grants
and other incentives to develop solar, wind and other clean sources of energy, thereby reducing tenant expenses,
reflecting tribal environmental values and promoting tribal independence from state-regulated, carbon-based energy
providers.
Brian Pierson, Indian Nations Team Leader, Godfrey & Kahn, S.C., 780 N. Water Street, Milwaukee, Wisconsin
Brian Pierson leads Godfrey & Kahn’s Indian Nations Law Team. Brian clerked for federal district judge Myron L.
Gordon before entering private practice. Brian has over 25 years of experience representing Indian tribes, beginning
with his successful representation of Chippewa Indians in federal court litigation to prevent racially-motivated
interference with treaty-reserved, off-reservation fishing rights. Brian is the author of the NAIHC’s Indian Country
Housing Development Handbook. ACLU-Wisconsin named him its Civil Libertarian of the Year for his work
protecting treaty rights. Brian is listed in Best Lawyers in America (Native American Law) and Wisconsin Super
Lawyers.
John Clancy, Energy Strategies Team Leader, Godfrey & Kahn, S.C., One East Main Street, Madison, Wisconsin
John L. Clancy leads G&K’s environmental and energy strategies team. John’s extensive experience with tribes and
other clients includes advice on funding opportunities for renewable energy and large energy efficiency projects,
siting of energy facilities, negotiation of power purchase agreements, acquisition of energy facilities, certification
and transfers of renewable energy credits, negotiation of co-generation facility agreements, land use and transmission line issues, negotiation of individualized energy tariffs, intervention in regulatory rate cases. John is listed in
The Best Lawyers in America (Environmental Law) Chambers USA, America’s Leading Lawyers for Business and
Wisconsin Superlawyers.
Finding a Housing Champion: Communicating with your Stakeholders
Interested in pursuing an affordable housing development? Learn from industry and tribal experts on how to create
momentum for your project and involve key stakeholders and community members early to avoid potential pitfalls
down the road. Learn about successes and failures and lessons learned from both.
Elizabeth Glynn, Chief Operating Officer, Travois, 310 W. 19th Terrace, Kansas City, MO 64108, (816) 979-3208,
[email protected]
Elizabeth Bland Glynn, Chief Operating Officer, manages the staff of the Travois companies who work in the
areas of affordable housing development, design and construction services, asset management, economic development, and environmental services. She is a member of Novogradac & Company’s Low Income Housing Tax Credit
(LIHTC) Working Group. Elizabeth graduated from Wake Forest University with a degree in political science and
is pursuing a master of business administration degree at Washington University in St. Louis. The Kansas City
Business Journal honored Elizabeth as part of its 2014 class of NextGen Leaders.
Stella Harvey, Project Administrator, Tohono O’Odham Ki:Ki Association, PO Box 790, Sells, AZ 85634, (520)
Stella Harvey is the project administrator for the Tohono O’odham Ki:Ki Association which is currently constructing their first Low Income Housing Tax Credit development. She has been with the Ki:Ki Association since 2010
and is an expert in garnering support from stakeholders to make sure her projects come to fruition.
Fundamentals of Effective Land Office Management
(No Description Provided)
Harnessing Data to Meet Your Tribe’s Needs
Join this session to learn how you can transform the Big Data into useful information for your tribe. Find out about
innovative methods to gather, analyze data and utilize data to meet your tribe’s informational needs. Free books at
this session, or mailed later if we run out.
Craig Nolte, Regional Manager, Federal Reserve Bank of San Francisco, 2906 5th Avenue West, Seattle, Washington
98119, (206) 396-2192 ,mobile (206) 396-2192, [email protected]
Craig Nolte is a Regional Manager for Community Development with the Federal Reserve Bank of San Francisco.
Craig’s initiatives are wide-ranging, cross-sector and tailored to the needs of each community. Craig provides
strategic advice at a national level, and is one of the “points of contact” for economic development in indigenous
areas for the Federal Reserve System. Current projects include improving health outcomes in five states, expanding
economic development on Indian reservations and other indigenous communities including Guam, Saipan and
American Samoa and developing interagency workgroups to improve overall effectiveness.
Naomi Cytron, Senior Research Associate, Community Development, Federal Reserve Bank of San Francisco, 101
Market Street, MS #215, San Francisco, CA 94105, (415) 974-3326, mobile (416) 622-6794, naomi.cytron@
sf.frb.org
Naomi Cytron joined the Federal Reserve Bank of San Francisco’s Community Development department in 2005.
Her primary research interests are neighborhood revitalization and regional equity, and she has authored numerous
articles and reports on topics ranging from concentrated poverty to transit-oriented development. She has a master’s
degree in city and regional planning from the University of North Carolina at Chapel Hill and a bachelor’s degree
in biology from Macalester College.
Connect your community to the
source for innovative risk solutions.
Proud to support AMERIND Risk
Munich Reinsurance America, Inc.
www.munichreamerica.com
Housing Administrator’s Insurance Certification
Targeted toward attendee’s that are responsible for the administration of the insurance for the tribal housing. What
coverage is needed and how AMERIND meets those needs. Valuation of property and how to effectively use the
Portal.
Ken Black, Director of Organizational Development, AMERIND Risk
Ken Black, MBA, CPCU, AIS is the Director of Organizational Development at AMERIND Risk. He was pleased
to re-join AMERIND in 2013 after spending 13 years in Denver Colorado where he served as the Assistant
Vice President of Underwriting for a major insurance provider. He received his bachelor’s degree from Lubbock
Christian and his MBA from Texas Tech University. Ken has held a variety of underwriting and management
positions over the past 30 years.
Housing as Economic Development
Housing is a key component to growing a successful economy on or off reservation. Learn about ways to include
housing in your economic development planning and hear about financing opportunities. We will spotlight the
Pascua Yaqui Tribe and their successful use of tax credit programs to spur economic development.
Philip Glynn, Title Vice President for Economic Development, Travois, 310 W. 19th Terrace, Kansas City, MO 64108,
Philip Glynn manages the economic development staff of Travois. He is also the director of Travois New Markets,
a Community Development Entity that focuses solely on Indian Country. He works with tribes and investors to
promote economic revitalization on Indian reservations across the country. He graduated from the University of
Missouri-Kansas City with a master’s degree in public administration and from Wake Forest University with a
degree in English. In 2010, Phil joined the New Markets Tax Credit Coalition Board of Directors. In 2011, Phil
was appointed to the Kansas City, Mo., Tax Increment Financing (TIF) Commission by Mayor Sly James.
Rolando Jaimez, Contracting Officer, Pascua Yaqui Tribe, 4720 W. Calle Tetakusim, Tucson, AZ 85757, (520)
879-5896,
Rolando Jaimez manages procurement and project management for the Pascua Yaqui Tribe. The Tribe has successfully used the Low Income Housing Tax Credit and New Markets Tax Credit programs to build affordable housing
and economic development projects including a health and wellness center and an education center.
Bryan Schuler, Vice President for Affordable Housing, Travois, 310 W. 19th Terrace, Kansas City, MO 64108, (816)
Bryan Schuler, Vice President for housing development, manages Travois’ nationwide portfolio of Low Income
Housing Tax Credit (LIHTC) projects. He directs the development staff on their work with tribes andtribal housing
authorities to develop affordable housing projects from initial planning to application to closing with an investor
and on to closeout and ongoing operations. Additionally, Bryan manages and cultivates Travois’ relationships with
equity investors interested in pursuing investments in tribal LIHTC projects. He served on a Wisconsin Housing
& Economic Development Authority (WHEDA) Advisory Committee that made changes to the 2010-2011
Qualified Allocation Plan (QAP) and continues to be instrumental in fostering relationships with all state housing
agencies. Bryan joined Travois in 2005 and previously served as development director. He graduated from the University of Virginia with a degree in cognitive science.
Housing Management: Planning for Success with Resource Development
Housing Management ‘Planning for Success’ with resource development will present a panel presentation outlining
and discussing four(4) areas for successful Native American Housing Development. Topics to be presented will
cover Administration, Planning, Accounting/Audit, and Staff Development. Attendees will hear panel present
examples applicable to all Native American Housing programs or TDHE’s.
Paul D Bradford, Partner, First Nations Advisors, 252 East 27th Place, Tulsa, OKlahoma 74114, (918) 284-0622,
Cell Number (918) 284-0622, [email protected],
Paul D Bradford, Partner, First Nations Advisors, serves as principle director for the firm and consultant to
Malcolm P Johnson & Company, P. A., Certified Public Accountants. Paul has over 40 years experience serving
with Public Accounting firms, major Fortune 500 companies, and Contractor consultant to Federal Government branches of Government including the Department of Defense (DOD), NOAA and Interior. Mr. Bradford
currently serves as advisor to several Native American Tribes concentrating on Economic Development, Housing,
Audit and Finance, Enterprise, and Staff Development. Mr. Bradford holds a Degree in Accounting from
Oklahoma State University.
Tom S. McGeisey Jr., Deputy Director, Peoria Tribe of Oklahoma Housing Authority, 3606 Sencay Ave., Miami, Ok
74354, (918) 542-1873, [email protected]
Tom S. McGeisey, Jr. currently serves as Deputy Director, Peoria Tribe of Oklahoma Housing Authority. Tom has
served as Executive Director with several Native American Tribes, including the Yakama, Ponca, and Seminole
Tribes and has wide experience with Tax Credit Development, NAHASDA, Construction, TDHA Management
and Housing Program planning.
Joanne K. Nichols, Vice President, Housing Data Specialists, Inc., 419 Sand Lake Road #5, Onalaska, WI 54650,
Joanne K Nichols serves as Vice President, HDS. HDS has provided Fee Accounting and Financial reporting for
Native American Housing, TDHE programs and Public Housing Authorities for over 30 Years.
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How Indian Housing Authorities Can Avoid Costly Mistakes (Two-Part)
This case study will address issues and provide solutions that Indian Housing Authorities can use when providing
housing to Low Income Indian Families. The panel of experts will address challenges and provide solutions
related to Legal, Accounting, Tenant Management Software, Asset Management, Policies, Daily Operations for
NAHASDA and LIHTC projects.
Charles Bennett, Managing Partner, BLT Services, LLC , 3801 E Indian School Rd, Phoenix, AZ 85018, 602
Charles Bennett is the founder of BLT Services, LLC. BLT is focused solely on providing Accounting and Consulting Services to Indian Housing Authorities. Our goal is to assist the Housing Authority in providing better services
to their Low Income Indian Families, improve availability of affordable Low Income Housing and to improve
the communication within the Indian Community and with Federal Regulators (HUD). Charles graduated from
Middle Tennessee State University with a degree in Accounting and a minor in Computer Science.
Leo Hirsch, Partner, Housing Data System, Inc., 750 WI-16, West Salem, WI 54669, (608) 786-2366, LeoH@
housingdatasystems.com
Leo Hirsch has over 20 years of professional experience as founder and co-owner of Housing Data Systems. HDS
currently provides housing software to over 375 Public and Indian housing agencies in 29 states. Leo spends the
majority of his time providing on-site technical assistance and training.
Scott Moses, Executive Director, Warm Springs Housing Authority, 1238 Veterans Way, Warm Springs, Oregon
Scott Moses is the Executive Director of the Warm Springs Housing Authority and a member of the Tribal Council
of The Confederated Tribes of Warm Springs. Scott was responsible for acquiring one of the first Indian Housing
- Low Income Housing Tax Credit projects on a Reservation in the state of Oregon in 15 years. His experience
and knowledge of the successful implementation of a LIHTC will be very helpful to housing authorities across the
country. His innovative approach for creating the Warm Springs Housing Authority homeownership program is an
insightful use of the Low Income Housing Tax Credit program.
Robin Thorne, Partner, Vitalspirit LLC, 11201 Reinking Road, Kansas City, MO 64156, (816) 792-4409, Cell
Number (727) 808-4066, [email protected]
Robin Thorne is a Partner at VitalSpirit LLC with over ten years of experience working with tribal clients in developing and managing their affordable housing projects. Robin works directly with tribal housing authority staff
to ensure compliance with LIHTC, NAHASDA, and other affordable housing program requirements. She is a
frequent speaker at industry trainings and events, conducts seminars and makes regular on-site visits to clients and
tribal partners. With the National American Indian Housing Council, Robin created the NAHASDA & Tax Credit
Compliance Professional curriculum and national certification program, which designates professional experience
and expertise in continuing operational compliance.
Ed Clay Goodman, Partner, Hobbs Straus Dean & Walker, LLP, 806 S.W. Broadway, Suite 900, Portland, OR
HUD/IRC/Site Built-Which Is Your Best Home Value
Too many communities are told they have to accept lesser quality if they want affordable housing. By developing
some of the concepts in our syllabus or at least exploring them further communities can be open to new ideas that
increase the value of their homes, and encourage tribal members to return to their lands. Affordable housing does
not have to be a sacrifice. Building a net zero home used to be out of the cost range, and now a net zero home is
within reach of every community that gets grants for building smarter, and greener. Customization of options is
what allows the freedom to develop a home that will work within the challenges each unique community is faced
with. This presentation will provide educational information on the code, quality choices and requirements.
Mitzi Garcia, Business Development, Modular Solutions, Ltd., P O Box 15507, Phoenix, AZ 85060, (602)
605-8202, Cell Number (602) 292-5673 [email protected]
Mitzi Garcia has been working in the general construction & modular industry since 1987, has worked across the
USA with the BIA on a National IDIQ providing design-build construction solutions since 2004, held a GSA
contract with over $20M in design-build contracts since 2000. Provided technical solutions for projects & successfully completed projects for solar PV array fields, and arsenic water separation in rural communities. Won award on
Grand Canyon housing project from Vice President Joe Biden. Was a member of the AZ National Guard, during
first Desert Storm. Volunteer for Wounded warrior and Habitat for Humanity.
Identifying “Need”: What You Need and Already Have
What is “housing need” and how can tribes measure it? Presenters will explain how, if information routinely
collected by TDHEs were properly compiled, analyzed and supplemented with targeted data collection, TDHEs
could better identify and address local needs while collectively advocating for more housing funding at regional and
national levels.
Kevin Klingbeil, Managing Director, Big Water Consulting, 1411 4th Avenue Suite 1510, Seattle, WA 98101, (206)
466-2065 Cell Number (303) 862-0752, [email protected]
Kevin Klingbeil owns and operates Big Water Consulting. Kevin is also an Indian housing lawyer and former
manager for the U.S. Census Bureau during the 2010 Census. He represented tribal housing clients in governmentto-government consultations with the Census and HUD regarding collecting housing-related data in Indian
country. He drafted public comment for tribal entities about flaws in the Census hindering lawful allocation of
funds for tribal housing. As a Regional Manager for Quality Assurance for the 2010 Census, Kevin served as the
primary contact for tribes concerning operational issues and advised senior management about accuracy of enumeration in tribal lands.
Sharon Vogel, Executive Director, Cheyenne River Housing Authority, P.O. Box 480, Eagle Butte, South Dakota
57625, (605) 964-4265, Cell Number (605) 848-3584 [email protected]
Sharon Vogel is Executive Director of the Cheyenne River Housing Authority located on the Cheyenne River
Indian Reservation in Eagle Butte, South Dakota. Ms. Vogel is also a member of the IHBG Formula Negotiated Rulemaking Committee. The Cheyenne River Housing Authority was a participant in the Dakota Housing
Needs Assessment Pilot Project, which was a joint venture of five tribal housing entities in North Dakota and
South Dakota, and one of the founding members of the Tribal Data Initiative, a nonprofit organization focused on
promoting tribal data collection capacity and objective analysis of federal funding formulas and data sources.
Integrating 360 Degree Services: Housing & Family Wellbeing
This session will illustrate the critical nature of safe and affordable housing in nurturing family and child wellbeing.
Casey Family Program’s research, real life examples, and resources will be featured throughout the session. A
TDHE panelist will be included to speak about challenges and best practices from their own experiences.
Tedd Buelow, Native American Coordinator, USDA Rural Development, Denver Federal Center, Building 56, Room
2300, Denver, CO 80225-0426, (720) 544-2911, [email protected]
Tedd Buelow is the Native American Coordinator for USDA Rural Development (RD). Tedd returned to USDA
from the Treasury Department in November of 2005. While at Treasury he was a Financial and Program Analyst
for the Native American programs at the CDFI Fund. Prior to that, Mr. Buelow worked as a Desk Officer serving
the Northwest Region for USDA Rural Development’s Community Development Programs. Tedd began his
federal career in Morocco were he volunteered as a Rural Socio-Economic planner with the U.S. Peace Corps in the
Eastern High Atlas National Park.
Fred Fisher, Director, Indian Child Welfare and USDA RD IPA, Casey Family Programs, 1755 Blake Street, Suite
275, Denver, CO 80202, (303) 871-8201, Cell Number (720) 810-2660, [email protected]
Fred Fisher is the Director of Indian Child Welfare at Casey Family Programs. In 2014 Fred was assigned by Casey
as an Intergovernmental Personnel Act placement with USDA Rural Development. The original assignment was
half-time but in 2015 Fred was placed with USDA RD full time and he relocated to Washington, DC. Fred’s
charge is to assist USDA RD to ensure that issues related to the wellbeing of Indian children and their families are
included in strategies to engage tribes in accessing the community and economic development resources offered
through USDA Rural Development.
Knowing the Home Loan Options: Overview & Updates
The presenters will guide you through some of the common home loan programs used by Tribal members nationwide; on and off reservations. Hear about each program’s characteristics, opportunities and updates. They will also
discuss the qualifying aspect: credit, budgeting, preparation, pitfalls, etc. This session will help one make informed
decisions.
William Guevara, Consultant, Wilvara Consulting Services, 1955 Murphy Ave. 1955 Murphy Ave., Crescent City,
California 95531, (707) 951-0100, Cell Number (707) 951-0100, [email protected]
William Guevara has worked in the mortgage, real estate, and construction industry for many years. He has over 14
years of experience working in Native community economic development nationwide. Bill was the former Director
for Oweesta who managed the Oweesta’s programs. Bill was also the former acting executive director of an Indian
Housing Authority who helped create a CDFI. Currently, Bill is a national mortgage loan originator specializing in
Native American home loans (Section 184) and a consultant providing technical assistance and training to Native
communities nationwide. He is a member of the South Dakota Native Homeownership Coalition.
Armon Batiste, Consultant, Collective Development Consulting, 2971 Brookstone Way 2971, Brookstone Way, Sacramento, California 2971,(916) 617-1262, Cell Number (916) 617-1263, [email protected]
Armon Isaiah Batiste grew up in Indian Country of the Yahmonee Maidu Tribe and is an enrolled member of
Mooretown Rancheria of Maidu Indians. He has been working in the real estate and mortgage industry for over ten
years. He owns Collective Development Consulting, providing organizational development. He is a national senior
mortgage loan originator, specializing in providing home loans, including Section 184 Loans . Additionally, he is a
certified Housing Counselor through the NAIHC, Building Native Communities Instructor and an Indianpreneurship Instructor. His desire is to provide services that will enable Native people nationwide to make sound financial
decisions.
Loss Effects, on Productivity
Discussion surrounding the effects of losses on the normal flow of operations. See different scenarios where losses to
property, financial, and human capital affect the business and how they could have been avoided.
Ray Tafoya, Field Representative, AMERIND Risk
Ray is a Field Service Representative with AMERIND Risk since 2013 and a member of the Santo Domingo Tribe
in New Mexico. Ray brings over 10 years of experience working with Tribes and Tribal businesses, first as a Relationship Manager with Wells Fargo Bank and most recently as Tribal Administrator for the Santo Domingo Tribe.
Ray attended New Mexico State University and is currently pursuing a degree in Business Management.
Low-Cost Tools for Resident Health and Safety (Two-Part)
This session will introduce a program that safeguards housing assets while protecting resident health and safety. Air
Matters is an educational kit with 12 low-cost tools that prevent and control humidity, surface mold, lead, wood
smoke and other risks. Join us in learning how to order kits, train staff and engage residents.
Gillian Mittelstaedt, Director, Tribal Healthy Home Network, 822 John Street, Seattle, WA 98109, Phone Number
(206) 512-3293, Cell Number (425) 256-1060, [email protected]
Gillian Mittelstaedt is Director of the Tribal Healthy Homes Network, a coalition established to protect tribal
health and safety by preventing and reducing exposure to housing-based and airborne hazards. In addition, Gillian
conducts field research and implements healthy housing and air quality programs for the Tulalip Tribes. Gillian
partners with federal, state and academic forums to strengthen fiscal resources and policy support for healthy tribal
housing. She chairs the Washington State Asthma Initiative and chairs the Washington Leadership Council for
the American Lung Association. She holds a Masters in Public Administration from the Maxwell School, Syracuse
University.
Aileen Gagney, Title Lung Health Manager, American Lung Association of the Mountain Pacific, 822 John Street,
Seattle, WA 98109, (206) 512-3280, [email protected]
Krysta Thornton, Air Matters Program Coordinator, Tribal Healthy Home Network, 822 John Street, Seattle, WA
98109, (206) 512-3293, [email protected]
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2015 Convention & Trade Fair!
Marijuana Legalization and Tribally Designated Housing Entities
Two Colorado attorneys share how legalized marijuana (medical and recreational) have impacted or can impact
housing authorities who receive federal funding. This presentation will discuss how Colorado public housing authorities and HUD have adjusted to legalization and challenges TDHE’s may face if marijuana is legalized by their
tribe or state.
Sylvia Curley, Associate Attorney, Wagenlander & Heisterkamp LLC, 1700 Broadway, Suite 1202, Denver, Colorado
Sylvia Curley is an Associate Attorney in the Denver law firm of Wagenlander & Heisterkamp LLC. She is a
member of the Navajo Nation. Wagenlander & Heisterkamp LLC is general counsel to tribal housing programs
throughout the country and public housing authorities in Colorado. The firm’s practice includes Indian housing on
reservations and national issues. The firm has been engaged with their public housing clients to navigate evolving
issues related to the legalization of marijuana in Colorado. Ms. Curley earned her undergraduate degree from Fort
Lewis College and her law degree from the University of Colorado in Boulder, Colorado.
Amber Hunter, Senior Attorney, Tribe/Company/Organization Wagenlander & Heisterkamp LLC , 1700 Broadway,
Suite 1202, Denver, Colorado 80290, (303) 832-6511, Cell Number (303) 947-8986, [email protected]
Amber Hunter is a Senior Associate Attorney in the Denver law firm of Wagenlander & Heisterkamp LLC. Wagenlander & Heisterkamp LLC is general counsel to tribal housing programs throughout the country and public
housing authorities in Colorado. The firm’s practice includes Indian housing on reservations and national issues.
The firm has been engaged with their public housing clients to navigate evolving issues related to the legalization of
marijuana in Colorado. Ms. Hunter earned her undergraduate degree from the University of Florida and her law
degree from the University of Colorado in Boulder Colorado.
Meet with AMERIND Risk Officers
Derek Valdo (Pueblo of Acoma), Chief Executive Officer, AMERIND Risk
Derek is the Chief Executive Officer for AMERIND Risk. AMERIND Risk is the only 100% Tribally-owned
insurance company that provides property, liability and workers compensation. Mr. Valdo’s 14 year career with
AMERIND Risk includes his position as the Director of Safety Services. Additionally, he is currently serving his
11th year as an appointed Councilman for the Pueblo of Acoma and is a Board Member for the National Indian
Child Welfare Association. His service includes numerous national American Indian organizations. He attended
Stanford University and obtained his Bachelor’s Degree in Economics with a minor in Management from the University of New Mexico. Mr. Valdo is a Certified Risk Manager.
Dennis McCann, Chief Operating Officer, AMERIND Risk
Dennis has been the COO of AMERIND Risk since November, 2012. He came to AMERIND Risk with over 30
years’ experience in the insurance business developing programs for alternative risk financing and risk management
programs. Dennis has held senior positions in both the insurance brokerage and company ranks for the past several
years and brings a wealth of experience in assisting Tribes with their Risk Management needs.
Native American Direct Loan Program
A presentation of Public Law 102-547 which provides direct loans to eligible Native American Veterans. VA
provides direct loans for the purchase of, construction of, or improvement of a home on Federal Trust Land to
eligible Native American Veterans.
Adam Johnson, Native American Direct Loan Program Coordinator, Department of Veterans Affairs, 3333 N. Central,
Phoenix, AZ 85012, (602) 627-3048, [email protected]
New Paradigms for Tribal Housing Supercharge Your Program
The purpose of this session to provide instruction and examples as to how housing departments can significantly
increase their housing stock using leverage while at the same time creating internal programs and structures to
achieve 100% payment compliance from occupants.
Juel Burnette, Regional Manager, 1st Tribal Lending, 1300 W 57th Street Suite 1, Sioux Falls, SD 57108, (605)
Juel Burnette III was born and raised on the Rosebud Indian Reservation and is an enrolled member of the
Rosebud Sioux Tribe. Mr. Burnette has spent his entire banking career serving tribal communities. Over the last 15
years, Juel has focused on developing the HUD Section 184 program across the nation working with tribes, tribal
housing authorities, Native individuals, and Native American families. Juel and his team have helped many tribes
develop safe and affordable on reservation housing.
Paul Iron Cloud, Executive Director, Oglala Sioux Housing Authority, PO Box 2070, Pine Ridge, SD 57770, (606)
867-5161
Angeline Johnson, Administrator/Counselor, Sisseton Wahpeton Housing Authority, 605 Lydia Goodsell Street
Sisseton, SD 57262, (605) 698-3901, [email protected]
Angeline “Angie” Johnson is a member of the Sisseton-Wahpeton Oyate of the Lake Traverse Reservation. Since
1996, Angie has assisted tribal member homeowners with home repairs and renovations. In 2009, she co-founded
T Yamni, a three tribal entity partnership to address homeownership. She works closely with USDA RD Programs
and Section 184. She provides outreach services through the ROSS Grant Program, reaching 540 tribal members
in 2014. She works with FHLBDM and HIP programs for down payment assistance and serves on the Boards of
Homes Are Possible Inc., the Sisseton Wahpeton FCU, and several South Dakota Native Homeownership Coalition
Committees.
Deanna Lucero, Senior Loan Guarantee Specialist, 1670 Broadway, 23rd Floor, Denver, CO 80202, 303-675-1615,
[email protected]
Deanna Lucero is the Senior Underwriter and Loan Guarantee Specialist for HUD’s Office of Native American
Programs. Deanna provides guidance to Tribes and Lenders regarding the Section 184 Loan Guarantee Program.
Clay Colombe, Senior VP, Chief Lending Officer, Native American Bank, 999 18th St, Ste 2460, Denver, CO 80202,
720-963-5528, [email protected]
Clay Colombe is currently Chief Lending Officer for Native American Bank (NAB) in Denver, CO. NAB is owned
by 30 Tribes and Alaskan Native Corporations
Performance Management Made Easy
This workshop will include take away tools to help you prepare and document, practice coaching techniques and
idea sharing about specific scenarios.
Amanda Ross, Director of Human Resources, AMERIND Risk
Amanda is the Director of Human Resources for AMERIND Risk. Her 10 years of Human Resource experience
includes, retail, healthcare, banking and now Tribal Insurance. She is a Graduate of New Mexico State University
with Bachelors in Business Administration. She has also obtained her professional designations of Senior Professional in Human Resources (SPHR) and Society of Human Resource Managements – Senior Certified Professional
(SHRM-SCP).
Performance Management: Mastering how to prepare, deliver and document difficult conversations
Feedback is necessary and helpful at all levels. But the difficult feedback can be daunting and a challenge, so
we tend to put it off. Learn how to prepare for difficult conversations beforehand. Once prepared learn how to
present the information clearly and hear what they have to say. And how do you make sure you have documented
the conversation thoroughly.
Amanda Ross, Director of Human Resources, AMERIND Risk
Amanda is the Director of Human Resources for AMERIND Risk. Her 10 years of Human Resource experience
includes, retail, healthcare, banking and now Tribal Insurance. She is a Graduate of New Mexico State University
with Bachelors in Business Administration. She has also obtained her professional designations of Senior Professional in Human Resources (SPHR) and Society of Human Resource Managements – Senior Certified Professional
(SHRM-SCP).
Planning and Financing Affordable Housing (Two-Part)
This session will discuss planning and implementation considerations relating to funding opportunities for affordable housing development. Topics include: housing goals, resources, capacity, timelines, and strategies to help bring
multiple projects to fruition. Emphasis will be on planning for short/mid/long term projects so housing objectives
are being met at all stages.
Lorna Fogg, Partner, VitalSpirit LLC, 11201 NE Reinking Rd, Kansas City, MO 64156, (816) 792-4409, Cell
Lorna Fogg is a Partner at VitalSpirit LLC with over 20 years in the tax credit industry, previously as the director
of acquisitions for Raymond James Tax Credit Funds Inc. and later as President/CEO of Travois Inc. an affordable
housing consulting firm that specializes in Indian Country. Lorna worked her way from the bottom to the top of
each organization, learning a wealth of information along the way. She was instrumental in the development of the
successful implementation of using the Low Income Housing Tax Credit (LIHTC) Program in Indian Country.
Michael Chavez, Executive Director, Zuni Housing Authority, 104 D Ave., Zuni, NM 87327, (505) 782-4553
[email protected]
Michael Chavez has been the Executive Director for the Zuni Housing Authority since 2003. He previously worked
for the Navajo Housing Authority for ten years holding various management level positions in project planning and
construction. His career also includes twelve years in utilities engineering when employed with the Navajo Tribal
Utility Authority early in his career. Mike attended the University of New Mexico where he pursued a degree in
engineering studies. He is a graduate of the USDA Graduate School Certified Public Manager Program, and also
received certification as a Professional Indian Housing Manager through the National American Indian Housing
Council.
Brook Kristovich, Executive Director, Colville Indian Housing Authority, PO Box 538, Nespelem, WA 99155, (509)
Brook Kristovich has been the Executive Director of the Colville Indian Housing Authority for two years. Prior to
that, Brook worked for the Umatilla Reservation Housing Authority and the Spokane as the executive director. Mr.
Kristovich has served as the executive director or housing director of a tribal housing entity in the northwest for
over 21 years and brings significant leadership experience including the operations of tax credit developments.
Planning and Managing Affordable Housing (Two-Part)
This session will discuss compliance requirements and operational guidelines related to the various funding
programs currently being utilized for affordable housing projects, including: policies/procedures, income/rent,
reporting, capacity, timelines, and strategies to be successful. Emphasis will include planning for short, mid, and
long term goals to ensure successful housing operations.
Robin Thorne, Partner, VitalSpirit LLC, 11201 NE Reinking Rd, Kansas City, MO 64156, (816) 792-4409, Cell
Robin Thorne is a Partner at VitalSpirit LLC with over eleven years of experience working with tribal clients in
developing and managing their affordable housing projects. Robin works directly with tribal housing authority
staff to ensure compliance with LIHTC, NAHASDA, and other affordable housing program requirements. She is a
frequent speaker at industry trainings and events, conducts seminars and makes regular on-site visits to clients and
tribal partners. With the National American Indian Housing Council, Robin created the NAHASDA & Tax Credit
Compliance Professional curriculum and national certification program, which designates professional experience
and expertise in continuing operational compliance.
Tina Valdez, Assistant Director, Pueblo of Pojoaque Housing Corporation, 27 Tribal Works Rd, Santa Fe, NM 87506,
Self Monitoring Basics (Two-Part)
This session will provide a review and discussion of the Self Monitoring Requirements for Housing Authorities.
Discussion will include how to document the monitoring and who should perform the monitoring. Instructor will
ask for suggestions from participants as to their monitoring efforts, as well as provide examples and recommendations from her experience with self monitoring.
Christine Dennis, President, Tribal Consulting Resources, 2005 W 120th St, S. Jenks, OK 74037, (918) 622-5678,
mobile (918) 638-9396, [email protected]
Christine Dennis, CPA has over 23 years of experience in Tribal Housing and Tribal Government. As a former
auditor, Ms Dennis has a full understanding and knowledge of the HUD Compliance Manual, as well as
knowledge of the grant process and reporting requirements for all NAHASDA programs. Ms. Dennis is a frequent
provider of compliance and self monitoring training for several designated ONAP Training and Technical Assistance
providers as well as providing technical assistance to various Housing Authorities. Christine Dennis has provided
classes on self monitoring for NAIHC at past conferences and has received excellent participant reviews.
Streamlining the Environmental Review Process – Tribal Consultation
Consultation on the Environmental Review Streamlining Project – The Congress directed HUD to lead an interagency effort to streamline the environmental review process for the development of housing in Indian Country. As
a part of this project HUD has conducted interviews with Federal agencies and Tribes and/or Tribally Designated
Housing Entities to better understand the existing requirements for environmental reviews. This information will be
utilized to propose changes to the existing processes and coordinate environmental reviews across agencies. It is anticipated that this project will result in a more efficient and effective and coordinated environmental review process.
HUD wants your input on the data collected and distributed prior to this session. In addition, we are asking you to
identify areas that may not have been explored and to provide general comment on the direction of the project and
specific impediments in environmental review processes that may cause delay in the development of housing.
Liz Zepeda is an Environmental Specialist in HUD’s Office of Environment and Energy in Washington, DC. She
focuses on establishing HUD’s Environmental Review Online System (HEROS) and developing environmental
review procedures for a number of HUD offices and programs, including the Office of Native American Programs,
the Continuum of Care program, and the Rental Assistance Demonstration (RAD) program. Since coming to
HUD as a Presidential Management Fellow in 2010, she has been detailed to the US Fish and Wildlife Service,
National Oceanic and Atmospheric Administration, and HUD’s San Francisco Regional Office. Liz holds a Bachelor’s degree from the University of Mary Washington and a Law degree from Georgetown University.
Jennifer Bullough is the National Director of Grants Evaluation for HUD’s Office of Native American Programs
located in Washington, DC and is responsible for setting policy in the areas of performance reporting and oversight.
Ms. Bullough started working for HUD in the Phoenix Office in 1987. In 1990 she transferred to the Southwest
Office of Native American Programs and in 1994 relocated to the Headquarters Office of Native American
Programs. She spent quite a few years as the Senior Contract Oversight Specialist, working with contractors and
the Native American Indian Housing Council to facilitate the provision of training and technical assistance to
Indian Housing Block Grant recipients. Ms. Bullough was also a member of the original Native American Housing
Assistance and Self-Determination Act Negotiated Rulemaking Committee. Ms. Bullough holds a Bachelors degree
in Business Administration and a Masters degree in International Management.
Karen Newton Cole has been a member of the Senior Executive Service (SES) at the U. S. Department of Housing
and Urban Development (HUD) for more than 15 years. Before joining HUD, Ms. Newton Cole was a partner in
the law firm of Reno and Cavanaugh and served as legislative counsel for the National American Indian Housing
Council (NAIHC). Ms. Newton Cole, along with NAIHC representatives, successfully advocated for the passage
of the Native American Housing Assistance and Self-Determination Act (NAHASDA) of 1996 and most importantly, the inclusion of language recognizing the government to government relationship between the Federal government and Tribes. Most recently, Ms. Newton Cole has served as HUD’s Deputy Chief Human Capital Officer,
successfully marshalling major human capital projects – the transition of human capital transactional services to a
shared service provider and the implementation of HR end-to-end solutions – to completion. Ms. Newton Cole
has a Bachelor of Arts in Political Science from the University of Pittsburgh, a Juris Doctorate from Antioch School
of Law, and a Master of Science in Conflict Analysis and Resolution from the George Mason University. Further,
Newton Cole is licensed to practice law in the District of Columbia and Pennsylvania (inactive), and admitted to
practice before the Supreme Court of the United States.
Streamlining the Mortgage Approval Process
Speed up the mortgage approval process on your reservation. Learn about the steps that tribes, banks and government agencies can take to avoid common delays, and allow more tribal members to be come homeowners.
Craig Nolte, Regional Manager, Community Development, Federal Reserve Bank of San Francisco, 2906 5th Ave West,
Seattle, WA 98119, (206) 396-2192, mobile (206) 396-2192, [email protected]
Craig Nolte is a Regional Manager for Community Development with the Federal Reserve Bank of San Francisco.
Craig’s initiatives are wide-ranging, cross-sector and tailored to the needs of each community. Craig provides
strategic advice at a national level, and is one of the “points of contact” for economic development in indigenous
areas for the Federal Reserve System. Current projects include improving health outcomes in five states, expanding
economic development on Indian reservations and other indigenous communities including Guam, Saipan and
American Samoa and developing interagency workgroups to improve overall effectiveness.
Tom Wright, Office of Loan Guaranty, HUD Office of Public and Indian Housing, 451 7th Street S.W. Room 5143,
Washington, DC 20410, (202) 402-4978, [email protected]
Andrea Dunyon, Lead GM Specialist and Loan Guarantee Specialist, Southwest Office of Native American Programs,
One North Central Ave. Suite 600, Phoenix, AZ 85004, 602) 379-7202, [email protected]
Supportive Housing Development for Tribal Communities
Exploring options/alternatives for developing affordable supportive housing for vulnerable populations on tribal
lands, including potential sources of financing and support for ongoing provision of supportive services to LGBTQ
communities, emancipated youth or those aging out of foster care and individuals suffering from homelessness,
mental illness or drug and alcohol addiction.
Rebecca Gobeille, Attorney, Stoel Rives LLP, 600 University Street Suite 3600, Seattle, WA 98126, (206) 386-7630,
Cell Number (917) 574-0201, [email protected]
Rebecca L. Gobeille is an attorney in the Seattle law firm of Stoel Rives LLP, where she is a member of the Real
Estate and Construction group. Ms. Gobeille’s practice focuses on development of residential, commercial and
mixed-use projects, with an emphasis on acquisition, construction, formation, financing, sale and management
of new multi-family construction projects. She has previously worked on a variety of projects in New York City,
including very low income developments and specialized supportive housing programs for LGBTQ youth and
individuals transitioning from homelessness.
Diana Bob, Of Counsel, Stoel Rives LLP, 600 University Street Suite 3600, Seattle, WA 98126, (206) 386-7564,
[email protected]
Diana Bob advises clients on natural resources, environmental, water rights and Indian law matters, as well as
matters concerning Alaska Native Corporations and Tribes. Diana also represents clients on federal and state tax
and business transactional matters concerning tribes, tribal lands and Alaska Native Corporations.
Ten Practical Strategies for ACA Compliance
An in depth look at the ACA and its impact on your business, from the 4 questions asked most often by employers,
to administrative responsibilities, W2 reporting, ESRP (Pay or Play Mandate), Understanding and Calculating
Penalties, Dept. of Labor and IRS Reporting Requirements, Federal Definitions and Benefits Guidelines, Enrollment/Implementation/Tracking
Angela is the Agency Director of TWG Insurance and Financial Services - An AMERIND Risk Company and
New Horizons Association. Angela specializes in comprehensive insurance design and implementation and financial
services products for businesses and individuals.
Angela is a U.S Army veteran with a long history of success as broker, benefit manager, and enrollment specialist. She can assist with everything from your health plan and life insurance to college funds and retirement and
annuities.
The Affordable Care Act Benefits for Your Community
This session will provide an overview of the Affordable Care Act and the special American Indian/Alaska Native
provisions. Presenters will also cover the AI/AN exemption waiver and strategies on how Tribal housing programs
and other stakeholders can help encourage constituents and tenants to learn about their health insurance options.
Dawn Coley, Tribal Health Reform Outreach and Education Program Director, National Indian Health Board, 926
Pennsylvania Avenue SE, Washington, DC 20003, (202) 507-4078,Cell Number (202) 297-5304, dcoley@nihb.
org
Dawn M. Coley is the Tribal Health Care Reform Outreach and Education Program Director for the National
Indian Health Board. She is a Licensed Producer in life, health, accident, and long term-care and Medicare supplement plans. She has over 25 years of experience of working in Indian Country with a concentration in health care
administration. She is certified by the Centers for Medicare and Medicaid Services to enroll individuals into the
Federally Facilitated Marketplace. Ms. Coley attended Dartmouth College and graduate of the Sawyer School of
Business in New Haven, CT. Ms. Coley is a member of the Penobscot Tribe.
April Hale, Tribal Health Reform Outreach and Education Communications Coordinator, National Indian Health
Board, 926 Pennsylvania Avenue SE, Washington, DC 20003, (202) 507-4077,Cell Number (202) 812-2055,
[email protected]
April Hale is the Tribal Health Care Reform Communications Coordinator at the National Indian Health Board,
where she assists the management of the National Indian Health Outreach and Education initiative. Before joining
NIHB, Ms. Hale did communications and legislative work for the National American Indian Housing Council
and the National Congress of American Indians. Ms. Hale is a graduate from the University of New Mexico with a
degree in Communications and Journalism and the Freedom Forum Diversity Institute’s American Indian Journalism Institute at the University of South Dakota. Ms. Hale is a citizen of the Navajo Nation from Iyanbito, NM.
The Ever Changing Landscape of Cyber Liability
Learn about trends, costs and other concerns surrounding data breaches, including risk management and legal
considerations.
Todd Albright, ARM‐P, National Director Gallagher Tribal Services
Todd is the team leader on Tribal Government Accounts. Todd has over 20 years of experience in the industry,
with 18 years dedicated to providing risk management and brokerage services to Tribal Governments throughout
the U.S. Todd heads up Gallagher’s Tribal Government Insurance Initiative for Arthur J. Gallagher & Co. In this
role, Todd is responsible for the overall quality of Gallagher’s service to our Tribal clients, coordinating National
resources, and performance of the entire Gallagher Tribal Services team. Todd has developed and managed all
aspects of insurance for Tribal entities since 1996. Programs ranging from fully insured products to complex risk
transfer programs and large deductible/self- insured programs are Todd’s hallmark.
The History and Advantages of a Tribal Workers’ Compensation Program
This session will provide a view into how the AMERIND Tribal Workers’ Compensation Program came to be and
the advantages it provides over the workers’ compensation laws of a state run system.
Robert Dahl, Program Manager, AMERIND Risk
Bob is the Program Manager for the AMERIND Tribal Worker’s Compensation (TWC) program as well as the
Berkley Risk individually self-insured Tribal Nation WC programs in MN, WI & SD. Bob began his insurance
career in 1986 with Liberty Mutual as an outside multi-line claim adjuster. Bob joined Berkley Risk in 1990 as a
Senior WC Claim Examiner handling litigated, subrogation and employer’s liability claims. Shortly after joining
Berkley Risk, Bob was assigned as a consultant on their newly formed Tribal Nation WC program, working with
Tribes to develop a claims process and assist in making the transition to self-insurance. Bob was then made supervisor of the Tribal Nation WC unit, which included being a part of the sales team. He then transitioned to the
Sales and Marketing department where he worked as a Program Manager for the past 15 years, before joining the
AMERIND team in March of this year.
The Next Generation of Housing Management Software (Two-Part)
The new HDS housing management software package will be debuted at this presentation. This software is a total
re-write utilizing the most advanced tools available in the engineering market today. The result is an affordable
package, ready out of the box, with a uniquely simple interface to accomplish complex tasks.
Bryan Stevinson, Chief Operations Officer, Housing Data Systems, 1800 Glenarm Pl. Suite 1202, Denver, CO
Bryan Stevinson is responsible for all software operations at Housing Data Systems. Bryan has extensive training in
organizational management and software development teams. Bryan has spearheaded the development of the new
HDS software product at the Denver, CO location. He holds a bachelor degree from Davidson College.
Anthony Kilhoffer, VP Engineering, Housing Data Systems,1800 Glenarm Pl. Suite 1202, Denver, CO 80202,
Anthony Kilhoffer is a lead software engineer at Housing Data Systems. Anthony has nearly 20 years of experience designing and implementing enterprise software solutions in several industry verticals, including government,
financial services and manufacturing. Anthony is a veteran of both the U.S. Air Force and U.S. Army and holds
bachelor’s degrees in Computer Science and Information Systems. He lives in Denver, CO with his wife and four
children.
Thinking outside the (HUD) box: Affordable Housing Design
Do you have dreams of building an affordable housing development that is both beautiful and meaningful to your
community? Think customized architectural design and affordable housing don’t mix? Think again. Hear from
architects and tribal developers that can show you how.
Ashley Bland, Title Director of Travois Design & Construction Services, 310 W. 19th Terrace, Kansas City, MO
64108. (816) 994-8970, [email protected]
Ashley Bland is the director of Travois Design & Construction Services (TD&CS). Ashley has worked in the affordable housing industry since 2004 and is very familiar with the various funding requirements and commitments
necessary for the design of affordable housing. She oversees the TD&CS department, which provides architectural,
inspection and other construction-related services for American Indian, Alaska Native and Native Hawaiian clients.
Ashley graduated from the University of Virginia with a degree in architecture, and she holds the Construction
Document Technologist (CDT) designation from the Construction Specification Institute.
Marvin Burnette, Title Assistant Project Manager, White Mountain Apache Housing Authority, PO Box 1270,
Whiteriver, AZ 85941 (928) 338-4831
Marvin Burnette is currently managing the construction of White Mountain Apache Housing Authority’s sixth
Low Income Housing Tax Credit project. Marvin has been with the Housing Authority since 1999 and is certified
as a residential building inspector through the International Code Council.
Title VIII: NAHASDA & Hawaiian Home Lands
The Department of Hawaiian Home Lands (DHHL) administers the Native Hawaiian Housing Block Grant
provided for in Title VIII of NAHASDA. Presenters from DHHL will provide an overview of its homesteading program, its 203,000-acre land trust, the native families its serves, and how it uses NAHASDA to support its
program.
Jobie Masagatani, Chairman, Department of Hawaiian Home Lands, 91-5420 Kapolei Parkway, Kapolei, HI
96707, (808) 620-9486, [email protected]
Jobie Masagatani serves as both the Chairman of the Hawaiian Homes Commission (the governing body of the
Department of Hawaiian Home Lands) and the Director of the Department of Hawaiian Home Lands. Ms. Masagatani was appointed to this position by Governor Neil Abercrombie in 2012, and was just reappointed this year by
Governor David Ige. She previously served as DHHL Deputy Director from 1995 to 2002. Prior to her appointment to DHHL, she worked at the Office of Hawaiian Affairs, her own consulting practice, The Queen’s Health
Systems, and Kamehameha Schools.
Tribal Construction & Rehab Financing using HUD 184
TRIBES- Learn how to leverage your funds, decrease your reliance on government funding and maximize your
tribal benefits using the HUD Section 184 program (tribal level). The Section 184 program was designed to help
meet the challenges of Indian Housing for Tribes. The Tribe, HA or TDHE is the borrower.
Nancy Bainbridge, SVP Native Ameican Residential Construction Officer, Bank2, 909 S Meridian, Oklahoma City,
OK 73116, (405) 949-7000, Cell Number (405) 590-9601, [email protected]
Nancy Bainbridge is Senior Vice President and the Native American Construction Loan Officer for Bank2. Bank2
is 100% owned by the Chickasaw Nation. As the Construction Loan Officer with 30+ years of construction
finance, Nancy has worked with Tribes,Housing Authorities and TDHEs across the country, typically using the
HUD 184 program. It is little known that fact that Tribe or Tribal Designated Housing Entity can be the borrower
under the HUD 184 program. Nancy’s experience with the programs and their versatility can help provide solutions
to housing challenges. Nancy holds NAIHC Training Certificates for both HUD 184 and Title VI.
Gary Cooper, Executive Director, Housing Authority of the Cherokee Nation, 1500 Hensley, Tahlequah, OK 74464,
Tribal Housing Development-Steps from A to Z
Learn from industry experts on steps necessary- from legal infrastructure (tribal ordinances, leasehold assignment
etc.), to planning and developing a master planned Mixed-Income/Mixed-Use Tribal housing community as well
as how to access credit for home mortgages on trust land. An example of a model tribal housing community will be
discussed.
Andrea Dunyon, Lead GM Specialist and Loan Guarantee Specialist, HUD Southwest Office of Native American
Programs, One North Central Avenue, Suite 600, Phoenix, AZ 85004, (602) 379-7202, [email protected]
Prior to her employment with HUD, Andrea worked in the mortgage industry as a Branch Manager for over fifteen
years and was involved in all levels of real estate development and finance. Andrea has an education in software
development to which she combines her experience in mixed financing to create interactive computer tools that
illustrate how to maximize housing opportunities through leveraging available resources with loan guarantee and
grant programs. Her other HUD responsibilities include grants and environmental reviews. These program areas
interrelate so that the information she provides to tribes, lenders, developers, and individual borrowers is comprehensive and practical.
Dave Richards, Mortgage Sales Manager, Wells Fargo Home Mortgage, 600 E Gurley, Prescott, AZ 86301, (928)
541-8682, (602) 721-8918, [email protected]
Dave Richards began his career with Wells Fargo 20 years ago. In 1999, Dave moved to the Mortgage Division,
where he found his niche and excelled at home financing. Over the next 15 years, Dave and his teams have assisted
well over 10,000 families with purchasing and refinancing the homes of their dreams. He and his family live in
Prescott, Arizona where he leads a team that serves Central and Northern Arizona along with specializing in Native
American Home Lending for Arizona and Utah. Dave is sought after as a speaker with knowledgeable, plain-spoken
advice relevant to homeownership.
Linda Johnson, President/Chief Executive Officer, Rural and Urban Development League, 1710 South Jackson Street,
Suite 610, Seattle, WA 98144, (206) 770-8988, (206) 650-9570, [email protected]
Linda Johnson is the President/Chief Executive Officer with Rural and Urban Development League (RUDL). She
has more than 35-years work experience with municipal & tribal governments as a senior housing development
consultant and developer. RUDL functions in a collaborative manner alongside development professionals during
the construction of projects until the project receives its Certificate of Occupancy throughout closeout. RUDL is
proficient in developing projects that use LIHTC (9% and 4%), HUD Section 184 guaranteed loans, HUD Title
VI guaranteed loans and ICDBG funding along with utilizing Federal Home Loan Bank AHP Subsidy Grant, State
Bond Cap and other funding sources specific to a region.
Urban Housing: Evolution Toward New Opportunities
Little Earth of United Tribes is evolving so that its two hundred twelve (212) 1970s-era affordable rental units in
Minneapolis can serve as a foundation for new opportunities, adding a homeownership program and rehabbing its
rental housing. Learn how Little Earth is changing, and how tribes can get involved in urban housing development.
Rosemary Fagrelius, Community Development Director, Minnesota Housing Partnership, 2446 University Ave W,
Suite 140, Saint Paul, Minnesota 55114, (651) 925-5542, Cell Number (651) 271-2616, rfagrelius@mhponline.
org
Rosemary Fagrelius has 35+ years of experience in the affordable housing field. She has designed and implemented
housing programs at the federal, state, and community level, and has raised over $20 million dollars through public
and private funding proposals. Rosemary has participated in the development or rehabilitation of over 2,000 affordable housing units through technical assistance and capacity building work with organizations developing multifamily, ownership, rental, and supportive housing projects. At Minnesota Housing Partnership (MHP), she leads
efforts to strengthen the ability of organizations to build and preserve housing and community assets.
Robert Lilligren, Acting President/CEO, Little Earth of United Tribes, 2495 18th Avenue S, Minneapolis, Minnesota
55404, (612) 724-0023, [email protected]
Robert Lilligren is acting President/CEO of Little Earth of United Tribes, and an enrolled member of the White
Earth Band of Ojibwe. Lilligren is a former Minneapolis City Council member, where his accomplishments
included the signing of a groundbreaking Memorandum of Understanding between the City and the American
Indian Community. Little Earth, founded in 1973, is the only urban Indian housing complex in the nation with a
federally established designation of Native resident preference. Because over 70% of all American Indians now live
in urban areas, it is a focal point of both the local and national American Indian populations.
USDA Rural Development Programmatic Update
In this session participants will get an overview of USDA Rural Development’s Housing, Infrastructure and
Economic Development Programs. Participants can also anticipate receiving updated program funding information
and any new programmatic changes and information regarding new initiatives.
Tedd Buelow, Native American Coordinator, USDA Rural Development, Denver Federal Center Building 56, Room
2300, Denver, CO 80225-0426, (720) 544-2911, [email protected]
Tedd Buelow is the Native American Coordinator for USDA Rural Development (RD). Tedd returned to USDA
from the Treasury Department in November of 2005. While at Treasury he was a Financial and Program Analyst
for the Native American programs at the CDFI Fund. Prior to that, Mr. Buelow worked as a Desk Officer serving
the Northwest Region for USDA Rural Development’s Community Development Programs. Tedd began his
federal career in Morocco were he volunteered as a Rural Socio-Economic planner with the U.S. Peace Corps in the
Eastern High Atlas National Park.
Useful Life and Binding Commitments
A discussion of the most recent ONAP Guidance on useful life and binding commitments, including the information required to be maintained by Housing Authorities.
Christine Dennis, President, Tribal Consulting Resources, PLLC, 2005 W 120th St S, Jenks, OK 74037, (918)
Christine Dennis is a CPA registered in Oklahoma with over 23 years of experience in Tribal Housing and Tribal
Government. As a former auditor, Ms Dennis has a full understanding and knowledge of the HUD Compliance
Manual issued annually, as well as knowledge of the grant process and reporting requirements for all NAHASDA
programs. Ms Dennis is a frequent provider of compliance and self monitoring training for several designated
ONAP Training and Technical Assistance providers as well as providing technical assistance to various Housing
Authorities.
Veterans: Housing & Homelessness in Indian Country
This panel focuses on 1) the VA Native American Direct Home Loan and Specially-Adapted Housing programs, 2)
VA’s homelessness initiatives: contract residential Services; Supportive Services for Veterans Families; VA Supported
Housing; Grant and Per Diem Programs; Domiciliary Care, and 3) the HUD-VASH Tribal Land demonstration
program.
Adam Johnson, Loan Specialist / Native American Direct Loan Coordinator, U.S. Department of Veterans Affairs,
Phoenix Regional Loan Center, 3333 N. Central Ave., Phoenix, AZ, 85012, 602-627-3048, Adam.Johnson5@
va.gov
Adam Johnson. I am an active duty U.S. Army Military Police Veteran with six years of service and I have a background in finance and engineering. I have a management degree from Northern Arizona University. I was a credit
underwriter at JP Morgan Chase before working for the VA where I have been for the past four years. I work at the
Phoenix Regional Loan Center as a loan specialist and I am also the Native American Direct Loan Coordinator.
Steven A. Cohen, VISN 18 Network Homeless Coordinator, U.S. Department of Veterans Affairs, 3601 S. 6th Ave,
Tucson, AZ 85723, 520-792-1450, ext. 2995, 520-269-1695, [email protected]
Steve Cohen has a Masters’ Degree in Social Work and provided Social Work services in community hospitals from
1982 to 1990. Since 1990, he has worked at the Southern Arizona VA Health Care System as Director of the
Substance Abuse Program, Compensated Work Therapy, and the Homeless Program. For the past 6 years, he has
worked as the VISN 18 Homeless Coordinator coordinating the VA Homeless Programs at 7 VA Medical Centers
in Arizona, New Mexico, and west Texas. He has taught undergraduate and graduate courses in the ASU School of
Social Work since 1998.
Carolyn O’Neil, Administrator, HUD Southwest Office of Native American Programs (SWONAP), One North
Central Avenue, Suite 600, Phoenix, AZ, 85004-2361, 602-379-7200, 602-379-7235, Carolyn.J.O’[email protected]
Carolyn O’Neil is the Administrator for the Southwest Office of Native American Programs (SWONAP). Prior
to her current position, Ms. O’Neil was employed for 30 years with the Sault Tribe of Chippewa Indians. As the
Tribal Housing Director she managed affordable housing using IHBG as well as a “market based” community
utilizing 200 units of housing and community buildings of 2 vacant Air Force Bases. Her career included training/
technical assistance for tribes as a consultant for NAIHC; was an active member of the Great Lakes Indian Housing
Association (GLIHA) and participated on the first Negotiated Rulemaking Committee in 1997.
Wetland Mitigation Banking: Generate revenue and address wetlands
Potential homesites with wetlands are challenging because laws prohibit “filling” wetlands. There is a limited right
to fill wetlands with a qualified mitigation bank to preserve wetlands. Tribes can develop mitigation banks, use
credits, sell credits to off-reservation developers. Mitigation banking increases housing on reservations, preserves
wetlands and generate revenue.
Diana Bob, Attorney, Stoel Rives LLP, 600 University St Suite 3600, Seattle, WA, 98101, (206) 386-7564, Cell
Diana Bob advises clients on natural resources, environmental, water rights and Indian law matters, as well as
matters concerning Alaska Native Corporations and Tribes. Diana also represents clients on federal and state tax and
business transactional matters concerning tribes, tribal lands and Alaska Native Corporations. Diana is an enrolled
member of the Lummi Nation.
Why Every Employer Needs to Rethink Their Benefits Platform
The ACA changed the landscape of healthcare in America, shifting costs and responsibilities dramatically. Is your
benefits platform really a win-win for you and your employees? Do you know ALL your options? Are you maximizing your payroll tax savings? Does your benefits offering accurately reflect the culture of your company and
its employees? Take a close look at what is really available to you as you design and implement a winning benefits
platform.
2015 Exhibitors
(Listed Alphabetically)
1st Tribal Lending
Maverick Claims LLC
All About Remodel, LLC
Maximum Reports, Inc.
B & R Foundation Repair
NAIHC
Bank2
Native American Housing Consultants
BC Wood
Native Style Clothing
Bear Claw Construction
Navajo FlexCrete
Belfor Property Restoration
Notah’s Southwest Connection
Big Foot Log & Timber Homes
Pacific Homes
BLT Services, LLC
Pan-Abode International Ltd.
BOK Financial
PDQ Supply Inc.
Centers for Medicare and Medicaid Services
Pinnacle Bank
EDO Building Systems
Seminole Tribe of Florida
Eleanor Notah
Taan Forest Products
Emphasys Software
The Home Depot
Finley & Cook, PLLC
The Red Guide to Recovery
GITW Inc.
Tohono O’Odham Ki:Ki Assoc.
Housing Data Systems, Inc.
Travois
InstaKey Security Systems
Tribal Consulting Resources
Interstate Restoration & Construction
Tribal Healthy Homes Network
Intertribal Software Consultants, Inc.
TWG - An AMERIND Risk Company
Landscape Structures
Virtus Group, LLC
Linwood Homes
Vital Spirit, LLC
Martinez Indian Art
Wells Fargo
We thank you for your participation and support
in our 2015 Convention & Tradeshow!
Notes
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We thank you for being a Supporter in our
Conference
2015 Convention & Trade
Fair! Journal |
57
Notes
Session Title:
Speaker:
Room:
When was the last time you
thought about Key Management?
At InstaKey Security Systems®,
it’s all we’ve thought about for over 25 years.
As an Executive Director or Property Manager when
you do have to think about locks and keys, it’s probably
a hassle. Our innovative KeyControl® solution is built
around the idea that a key system should be designed
to maintain security and integrity, reduce operational
costs, and be simple to manage as well.
With the InstaKey KeyControl® Program, you can:
Change locks at a location in seconds with just the turn of a key.
Replace a compromised master key system for just the cost
of the new set of master keys.
Be assured keys can never be duplicated without
authorization with restricted, individually serialized keys.
Track all assigned keys to locations and key holders with
our patented, cloud-based key tracking software.
Can we build a KeyControl® Program for you?
www.instakey.com | [email protected] | 800-316-5397
Notes
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New Contacts
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Name:
Phone:
E-mail:
Other:
Thank you
2015 Sponsors!

2 | Conference Journal

Transcription

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