the 2016 Registration Brochure

REGISTRATION BROCHURE
Life. Liberty.
HOME
.
2016 OHIO HOUSING CONFERENCE
NOVEMBER 8 - 10, 2016
HOSTED BY:
WWW.OHIOHOME.ORG
WWW.OCCH.ORG
Connect with us on
social media using
#2016OHC
Special Thanks
TO OUR CONFERENCE SPONSORS
(as of September 1, 2016)
Sponsorship opportunities and exhibit booths are still available.
Please contact Mary Kay Meagher at [email protected]
t
PRESENTING SPONSOR
(as of September 1, 2016)
TECHNOLOGY SPONSOR
TITANIUM SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
PARK
NATIONAL BANK
SILVER SPONSORS
CPAS & BUSINESS CONSULTANTS
fairfield homes , inc.
D E V E LO P M E N T
G E N E R A L C O N T R AC T O R
PROPE RTY MANAG E M E NT
DEVELOPMENT • CONSTRUCTION • MANAGEMENT
®
Vogt Strategic
Insights
DEVELOPMENT • CONSTRUCTION • MANAGEMENT
BRONZE SPONSORS
Font: Futura Bold/Futura Light
Colors: PMS 540 Blue/PMS 404 Grey
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THIS YEAR’S
EXHIBITORS INCLUDE:
AHRMA Insurance Program
AmRent
ATA Beilharz Architects
ATC Group Services, LLC
August Mack
Environmental, Inc.
Baker Tilly
Barnes & Thornburg LLP
Belfor Property Restoration
Boenning & Scattergood,
Inc.
Chase
Citizens Bank
City Real Estate Advisors
Clark Schaefer Hackett
COHHIO
CohnReznick LLP
Community Properties of
Ohio (CPO Management)
Council For Rural Housing
and Development Inc
(CRHDO)
CSH-Corporation for
Supportive Housing
CTL Engineering, Inc.
Dauby, O’Connor & Zaleski,
LLC
Energy Performance
Partners, LLC
Enterprise and Bellwether
Enterprise
Episcopal Retirement
Services
Fairfield Homes & Gorsuch
Construction
Federal Home Loan Bank of
Cincinnati
Fifth Third CDC
Finance Fund
First Financial Bank
FirstMerit Bank
Flagel, Huber, Flagel
Fusco, Shaffer & Pappas—
Architects and Planners
Heat Assault/Tamarack Ind.
Herman Gibans Fodor, Inc.
– Architects
Home Depot
Hooker DeJong, Inc.
Housing Services Alliance,
Inc.
Huntington National Bank
Ice Miller LLP
Institute of Real Estate
Management
KeyBank
KMG Prestige, Inc.
Love Funding
LW Associates/Community
Investment Management
Services
Mistick Construction
Company
Model Group
Moody Nolan
Mota Design Group
MRI Software
National Church Residences
National Equity Fund
NeighborWorks America
Novogradac & Company
LLP
NRP Group
Ohio Conference of
Community Development,
Inc.
Ohio Housing Council
Park National Bank
PIRHL
Plante Moran
PNC
Porter Wright Morris &
Arthur LLP
RDL Architects, Inc.
Real Page, Inc.
Red Capital Group
RightSource Compliance
Sherwin Williams Co.
Sol Design + Consulting
Squire Patton Boggs (US)
LLP
Stemen, Mertens, Stickler,
CPAs & Associates
TC Architects
The Community Builders,
Inc.
The Woda Group, Inc.
US Bank Home Mortgage-HFA Division
U.S. Department of Housing
and Urban Development
Vogt Strategic Insights
Wallick Communities
2016 Ohio Housing Conference
NOVEMBER 8 - 10
Greater Columbus Convention Center
Register Now
EARLY-BIRD REGISTRATION
ENDS OCTOBER 3
Life. Liberty. Home.
Join the Ohio Housing Finance Agency and Ohio Capital
Corporation for Housing at the 18th annual Ohio Housing
Conference, “Life. Liberty. Home.” Network with more than
1,700 industry peers as you attend more than 40 sessions
and workshops focused on educating and inspiring you to
continue your good work.
We hope you will join us and share your experiences and
successes as you take away value-added insights and
knowledge. To register today, please visit www.ohiohome.org
or www.occh.org or www.ohiohome.org/ohc16/ and click on
the 2016 Ohio Housing Conference web link, or complete the
attached registration form.
CONFERENCE HIGHLIGHTS
Tuesday, November 8
Breakfast
Registration
Exhibit Hall
Ohio Economic Forecast
Luncheon
Exhibitor Reception
Wednesday, November 9
Breakfast
Registration
Housing Policy Plenary
Luncheon
Reception
After Party
Thursday, November 10
Breakfast
Registration
Exhibit Hall
Housing Roundtables
CONFERENCE HOSTS
Doug Garver
Hal Keller
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MONDAY NOVEMBER 7
PRE-CONFERENCE WORKSHOPS
9:00 AM 4:00 PM
WHAT TO DO IF:
PERSONAL SAFETY AND SITUATIONAL AWARENESS IN FOUR SCENARIOS
Anyone working in property management knows that you may encounter anything—or everything—in the field.
This session presents four distinct scenarios that might take place at a property, and helps prepare you for any
of these possibilities. Panelists will discuss a natural disaster, such as a tornado or a flood, an active shooter
situation, gang activity and drug activity. During each scenario, best practices will be presented for preparing for
or preventing the situation, reacting and responding to the situation, who to call for help during the situation and
its aftermath and what resources are available to assist you.
9:00 AM 4:00 PM
LANDLORD-TENANT LAW
Do you know the law? Two veteran attorneys will provide an in-depth and up-to-date overview of laws and
regulations governing evictions, leases, reasonable accommodations and other legal issues critical for anyone in
property management to understand. Attend this session to learn the nuts and bolts of Landlord-Tenant Law, to
stay current in your policies and procedures and to avoid costly legal missteps in dealing with tenants.
9:00 AM 4:00 PM
OHFA HOUSING TAX CREDIT COMPLIANCE TRAINING
This all-day training class has been updated to include the latest industry changes as well as new content
and focus! OHFA’s Compliance Training is an interactive training session that focuses primarily on the basics
of compliance for the Housing Tax Credit program (also known as the HTC program) and on OHFA’s policies.
Because compliance rules and procedures are frequently revised, this course is beneficial for individuals new to
the Housing Tax Credit program as well as for seasoned veterans.
Mobile App
This year, a mobile app will be available (beginning October 17) for attendees of the 2016
Ohio Housing Conference. Session descriptions, speaker bios, a social media activity
feed and much more will be readily accessible at your fingertips on your mobile device.
Make a note to search your app store for “2016 OHC,” or visit the conference website
under Conference App after the scheduled October 17 release date.
Sponsored by:
INTERACTIVE
OPTIONS
4
Connect with Us - #2016OHC
Join the online conversation on social media with the hashtag #2016OHC. Include the
hashtag when you post or tweet, and use it to search for what others are saying about the
conference. Following the action on social media will keep you plugged into the insights,
observations, opinions and advice of fellow conference attendees.
TUESDAY NOVEMBER 8
OHIO ECONOMIC FORECAST
9:30 AM - 10:45 AM
SPONSORED BY:
Dr. Edward "Ned" Hill
Beth Riley
Robert Vogt
Professor at the John Glenn
College of Public Affairs
Senior Vice President & Manager
Partner
George K. Baum & Company
Vogt Strategic Insights
The Ohio State University
Moderator:
Doug Garver
Executive Director
Ohio Housing Finance Agency
TUESDAY IS
ELECTION DAY
Please make yourself aware of absentee and early voting options by
visiting the links below:
www.vote.org/state/ohio/
www.vote.org/absentee-ballot/ohio/
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WEDNESDAY NOVEMBER 9
HOUSING POLICY PLENARY
9:00 AM - 10:30 AM
SPONSORED BY:
William Faith
Executive Director
Coalition on Homelessness
and Housing in Ohio
Michael Novogradac
Managing Partner
Novogradac & Company LLP
Paul Weech
President and Chief Executive Officer
NeighborWorks America
Moderator:
Hal Keller
President
Ohio Capital Corporation for Housing
KEYNOTE SPEAKER
SPONSORED BY:
12:30 PM - 1:45 PM
Angela Blanchard
Neighborhood Centers, Inc.
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Angela Blanchard is a visionary leader for
evolutionary change. For more than 30 years,
she has been the driving force behind a highly
acclaimed nonprofit organization that has
impacted and transformed neighborhoods
across the Greater Houston region for more than
100 years. Neighborhood Centers Inc., a leader
in the community development sector brings
resources, education and connection to more
than half a million hardworking residents to keep
the region a place of welcome and opportunity.
Angela is known locally, nationally and
internationally as a well-respected thought
leader, expert practitioner, educator and
speaker. Blanchard’s proven track record for
revitalizing neighborhoods and leveraging
Houston’s diversity stems from her unique
approach: building on strengths rather than
focusing on deficits; empowering people to
maximize their skills and talents; and operating
a nonprofit with the efficiency and innovation
of a major corporation. Her highly successful
framework for community development,
Appreciative Community Building, has been
a catalyst for neighborhood transformation
throughout Greater Houston. It has become an
application for other cities nationwide looking to
address complex challenges in community – it
is a shift in perspective for community leaders
looking to reshape the way they can bring about
local and regional change.
DEVELOPMENT
SHOWCASE SUBMISSION
The Ohio Housing Conference is pleased to showcase the most
dedicated and innovative community developments in our
neighborhoods. Conference attendees will have the opportunity
to view these developments from concept to reality. Development
profiles will be displayed throughout the conference.
Development submissions may be submitted by email to Rhonda
Snyder at [email protected]. Please include the development
name, developer/owner name, city and state. There is no fee to
submit your development. One submission per developer/owner
will be permitted. We will accept 40 developments on a firstcome, first-served basis. Please refer to the conference website
for more information.
EXHIBIT HALL MAP
All exhibit space for the
Ohio Housing Conference will
be located in Exhibit Hall C in
the Convention Center, across
from the OHC registration area.
Exhibit Hall C will contain:
• Cyber Café
• Charging Stations
• Coat Check
• All Refreshment Breaks
and Beverages
• Continental Breakfasts
• Seating for Easy
Networking
• Tuesday Evening Exhibitor
Reception
• Photo Booth during
Tuesday Reception
CHARGING
STATION 1
SPONSORS INCLUDE:
PHOTO
BOOTH
CHARGING
STATION 2
2
CYBER
CAFE
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TUESDAY NOVEMBER 8
CONTINENTAL
BREAKFAST
8:30 AM - 9:30 AM
Sponsored by:
WALLICK
COMMUNITIES
MORNING BREAK
10:45 AM - 11:00 AM
Sponsored by:
FEDERAL HOME
LOAN BANK OF
CINCINNATI
NETWORKING
LUNCHEON
12:30 PM - 1:45 PM
Sponsored by:
PNC
AFTERNOON
BREAK
3:30 PM - 4:00 PM
Sponsored by:
PARK NATIONAL
BANK
EXHIBITOR
RECEPTION
5:30 PM - 7:30 PM
Sponsored by:
HUNTINGTON
9:30AM - 10:45 AM
11:00 AM - 12:30 PM
Ohio Economic Forecast Plenary
Tax Credits 101—Basic Training and Case Studies
Rob Vogt joins Dr. Ned Hill and Beth Riley for the
annual conference discussion of current and future
economic and demographic trends, housing markets
and the health of the housing industry.
Sponsored by: CHASE
Affordable Housing —Why It Matters
This session will consider the existing need for and basics
of affordable housing, prior to exploring how access to
affordable housing has an impact that transcends policy
fields—including education, the economy, health and
communities. The speakers will break down policy silos as
they discuss the impact of affordable housing beyond a
place to call home.
Renovation Options with a Limited Housing Market
Two of the most popular and diverse home improvement
loans are the FHA 203k and the Fannie Mae HomeStyle
Renovation Programs. Don’t drive by a rundown house or a
fixer-upper that has potential to be your dream home. In this
session you will hear the benefits of both of these programs
from lenders who have used it firsthand to help homebuyers
achieve their dream home.
The Asset Management Show
An informal and engaging session presented in a late-night
talk show format with entertaining banter between a lively
host and “special” guest stars. Discussion will revolve
around how Asset Management is playing a larger role in
development and planning, and will look at long-term asset
management strategies as well as putting a deal together.
This workshop will provide those new to the low-income housing tax credit industry, or those
just seeking to learn more about the program, the basic mechanics of the tax credit, how
key partners work together to get a project done, how other resources are incorporated into
a project and what kinds of housing can be developed with this financing. This session will
feature experienced professionals who have a diverse skillset within the tax credit industry,
and is a good background for new development staff and people in related fields like
property management, lending and public agency funders.
Best Practices in Handling Environmental Issues
Delve into the many environmental problems that often confront housing professionals.
From radon and lead base paint to asbestos and mold, these challenging issues will be
discussed by our expert panel from their various professional perspectives. Topics include
initial assessments and lender conditions, abatement and State Regulatory requirements.
Come to this session to benefit from the panel's valuable expertise and best practices in
handling a wide array of environmental issues.
Fair Housing Updates
As the housing industry changes each year, housing professionals need to understand
the laws that prevent housing discrimination. This course provides an introduction to Fair
Housing laws, current updates on disparate impact and application of Fair Housing Act
standards by providers of housing and real estate related transactions.
Compliance and Consequences
Learn about the latest trends and issues in affordable housing compliance in a fun, interactive,
talk show type session. Updates will be provided on OHFA policies, utility allowances, the 2013
Final Home Rule, fair housing and other challenging compliance issues.
Strategies to Enhance Resident Stability
Resident stability strengthens the bottom line. Learn ways to effectively support your
residents in building credit as an asset. Achieving self-sufficiency is hard work. This
session will help staff better understand and address residents’ credit profiles, challenges
and opportunities.
Pairing Assisted-Living Developments with OHFA Financing
The need for affordable assisted-living (AAL) units is immense and growing bigger with
every passing year. But the challenges involved in combining different sources of financing,
working with multiple government agencies and arranging the service-delivery component
keep many potential developers and owners out of the market. Learn from our experts
about three different approaches to providing AAL, all funded in part with OHFA resources.
Mobile Tour: Mid-Ohio Food Bank—Who Feeds the Poor? (Parts I & II)
Join us as we tour the Mid-Ohio Food Bank. The food bank obtains and distributes 52,000,000 pounds of food a year to more than 625 food pantries,
soup kitchens, shelters, after-school programs and senior housing sites across central and eastern Ohio. See and hear how this $90,000,000 operation
efficiently collects, stores and distributes food, from the suppliers to the tables of hungry people in their greatest times of need.
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Session Schedule
2:00 PM - 3:30 PM
4:00 PM - 5:30 PM
QAP17 Update: Meet the Masters Edition
Pardon the Interruption: 2016 Housing Edition
Conquering the Qualified Allocation Plan takes years of practice . . . or you can attend this session
and learn straight from the experts! Join twenty-year veteran of OHFA’s tax credit program, Chief
of Staff Sean Thomas, for his highly anticipated annual update on the QAP’s evolution. Then hear
from two industry pros who, with five 2016 funded projects between them, have clearly mastered
the process. Do you have your own suggestion for the 2018 revisions? Share and discuss using
#QAP18!
Strategies for Engaging Elected Officials: Telling Our Story
In today’s fast-paced world of short attention spans, hashtags and instagrams, the work of
developing strong relationships with policy makers and funders is critical. This session will
discuss strategies for engaging elected officials in the work of affordable housing development.
Speakers will share stories of successful outreach efforts, as well as examples of messages that
resonate well with elected officials on both sides of the aisle.
Hardest Hit Fund Program Update and Blight Initiative
Treasury will provide an update on the Hardest Hit Fund Program across all states. Additionally,
the panel (OHFA, Jim Rokakis, Treasury) will provide a deeper dive into the blight programs that
are being offered, share statistics, discuss obstacles and greening, and conduct a Q&A.
CHANGE Is GOOD: Using Kaizen for
Program Compliance Review Process Improvement
Kaizen is a Japanese word meaning continuous improvement. It's made up of two characters in
Japanese: kai, which means 'change,' and zen, which means 'good.' Hear about a Kaizen event
involving Program Compliance Housing Analysts and industry partners to streamline prepping
for compliance reviews. The Kaizen philosophy of long-term, continuous improvement can help
your team make small, incremental changes to processes and procedures in order to improve
efficiency and quality.
Emerging Property Management Issues
As federal and local laws evolve, managing agents must adapt to remain in compliance with
those laws. Legislators and the court system have weighed in recently on medicinal marijuana in
Ohio, the Violence Against Women Act and disparate impact as a result of criminal records. This
session will explore these important emerging issues.
Due to popular demand, the PTI panelists are back this year to discuss a wide range
of current issues and questions regarding affordable housing policy and development
programs. This rapid-fire conversation will be both entertaining and informative. You can
again help with the discussion by providing questions before the conference for the panel to
consider.
Public Housing Redevelopment and RAD
This session will focus on redevelopment efforts by public housing authorities. The
panelists will discuss their ongoing developments and the challenges they face in today’s
environment. Panelists will also provide a case study on their experience with the Rental
Assistance Demonstration (RAD) program that is administered through HUD.
Real Estate Tax Issues . . . the Struggle Continues
Leading industry experts will discuss the current state of real estate taxes for incomerestricted properties. Topics will include the Woda Ivy Glen decision seven years later,
recent changes to the Ohio Revised Code and varying interpretations by county auditors.
The panel will explore current efforts to bring a consistent application of the rules to
income-restricted properties throughout Ohio.
The Power of Technology: Marketing on the Internet with a Limited Budget
Gaining exposure for your organization or property by using the internet is the new normal.
However, most of us are working with a small or even no marketing budget. Get caught
up on how others in our industry are using social media and low- or no-cost internet
advertising. Hear which methods have proven successful, and which, if any should be
Control-Alt-Deleted.
Supporting Low-Income Older Adults in Ohio
By 2020, one in four Ohioans will be aged 60 and older. Planning for this population
shift will require collaboration among housing, social services and health care providers.
This panel will discuss the role of the affordable housing industry to support the growing
population of older adults in Ohio. Panelists will focus on the integration of long-term
services and supports (LTSS) and affordable housing resources to increase communitybased housing options and improve health outcomes.
7 in 7: Pioneering Leaders at the Intersection of Fields
“Almost always, great new ideas don’t emerge from within a single person or function, but
at the intersection of functions or people that have never met before.” - Clayton M. Christensen
This session will highlight the work of seven inspiring leaders working at the intersection of
housing and community development and health, education, transportation, workforce and
economic development, environment and social justice. Come explore the intersection of
your passion and professional career, while learning about new ideas that have the potential to
positively influence unresolved conditions in our local neighborhoods and communities.
Mobile Tour: Van Buren Shelter and Van Buren Village
This session will tour two recently completed projects, the Van Buren Shelter and Van Buren
Permanent Supportive Housing. Through a partnership between the Community Shelter Board,
Volunteers of America of Greater Ohio, YMCA of Central Ohio and Columbus Metropolitan
Housing Authority, the Van Buren Shelter was completed in July 2014, and is open to men,
women and families. Volunteers of America of Greater Ohio and Columbus Metropolitan
Housing Authority also partnered on the recently opened 100-unit Van Buren Permanent
Supportive Housing.
TRACK GUIDE:
PLENARIES
DEVELOPMENT
HOMEOWNERSHIP
PROPERTY MANAGEMENT
EMERGING TRENDS
MOBILE SESSIONS
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WEDNESDAY NOVEMBER 9
9:00 AM - 10:30 AM
Housing Policy Plenary
It is November 9, 2016, and the United States has a new President.
What will this mean for the affordable housing industry going
forward? Attend this session to hear national housing experts
discuss current affordable housing issues, the impact of the election
and the future of housing.
10:45 AM - 12:15 PM
Exploring Innovative Ideas to Further Affordable Housing Using State Resources
Providing housing for persons with special needs and extremely low incomes is a critical need in Ohio. Join representatives
of state government agencies to learn about programs to assist these populations, including the National Housing Trust
Fund, Ohio 811 Project Rental Assistance Program and other strategic initiatives.
Sponsored by: NEIGHBORWORKS AMERICA
CONTINENTAL
BREAKFAST
8:30 AM - 9:30 AM
Sponsored by:
Communities—Past, Present and Future: A Tale of Transformation and Sustainability
Communities across Ohio are faced, to varying degrees, with many of the same challenges. However, some have overcome
challenges and managed to draw investment to depressed areas; some have more work to do; and others are just in the
infant stages of community transformation. What lessons can be learned from each stage of revitalization, and what role
does affordable housing play in their efforts? Where to start, how to keep the momentum and how to sustain it? Three
communities will present their experiences from past, present to future.
BARNES &
THORNBURG, LLP
MORNING BREAK
10:30 AM - 10:45 AM
Sponsored by:
ABCs of Tax-Exempt Bond Financing
Attend this session to learn some of the basics of tax-exempt bond financing. This session will include a brief overview of
the program followed by an interactive conversation with industry professionals who utilize tax-exempt bonds to finance
affordable housing projects.
MISTICK
CONSTRUCTION
COMPANY
KEYNOTE
LUNCHEON
12:30 PM - 1:45 PM
Sponsored by:
DevCo Industry Forum
Perspectives on current activities in DevCo from Online Application to Annual Owner Reporting will be shared from industry
partners, including managers, owners and developers. This interactive session of videos and a live Q&A is the time to share
your thoughts and to hear advice and feedback from your peers.
KEYBANK
AFTERNOON
BREAK
3:30 PM - 4:00 PM
Sponsored by:
SQUIRE PATTON
BOGGS (US), LLP
NETWORKING
RECEPTION
5:30 PM - 8:00 PM
TRACK GUIDE:
PLENARIES
DEVELOPMENT
PROPERTY MANAGEMENT
EMERGING TRENDS
MOBILE SESSIONS
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The Business of Business
Pennies, dimes, nickels and quarters . . . they all add up! This session will offer proven techniques for maximizing the value
of your asset through an intense focus on the fundamental principles of real estate. Increasing net operating income
by creating demand for the product, and delivering exceptional service through intentional leadership will create value
enhancement. Reducing vacancy loss through strategic marketing, increasing ancillary income and collecting the money
that is owed to you are the cornerstones for effective management. Take a look through a new lens and gain valuable
insights on how to best achieve the owner’s goals and objectives.
IRS Audit Technique Guide: How It Affects LIHTC Projects Going Forward
Come to this session to hear an overview of the new IRS audit guide, with discussion targeting areas that most accountants
and attorneys disagree with, and how syndicators are handling it.
Mobile Tour: Ashford on Broad—an Affordable Assisted-Living Project
Join us for a tour of some innovative projects on Columbus’ east side. Tour the dramatic transformation of an old hotel into a
newly opened, affordable assisted-living project named Ashford on Broad. We will also highlight along the way the Columbus
Scholar House as well as a newly-opened HUD 202 LIHTC project. Speakers from Wallick Communities and CPO will guide
you through the neighborhoods and describe these innovative projects.
Session Schedule
2:00 PM - 3:30 PM
PROPERTY MANAGEMENT
EMERGING TRENDS 4:00 PM - 5:30 PM
Fair Housing for Today
Moving beyond basics, this session will share the latest legal updates on the trending issues of disparate impact
theory, LGBTQ equality and post-conviction rights. Speakers will also challenge the audience to assess their own
perceptions with regard to fair housing, and analyze their communities’ ongoing need for these important legal
protections.
Equity Markets and Syndicator Forum
The equity markets are hot as syndicators and direct investors compete for
deals. While the pressure to maintain a certain yield threshold for investors
continues, the development community continues to seek increased pricing.
Hear views and opinions from some of the nation's top syndicators on the
ever-changing equity market. Interact with the panelists on topics that include
location, pricing and deal terms.
Life. Liberty. Opportunity.
Film Showing: Free to Ride
Influential leaders discuss the importance of positioning family housing in high opportunity areas. Hear council
member Elizabeth Brown talk about Columbus’ redevelopment and anti-gentrification priorities. Find out the latest
on #SmartColumbus and the integral role of transportation in supporting families. And learn about OHFA’s efforts to
promote data-driven decision-making through its collaboration with the Kirwan Institute.
Join us for a special screening of Free to Ride, a documentary produced by
the Ohio State University's Kirwan Institute. This powerful new film seeks to
address the question of whether public transporation is a civil rights issue, and
highlights the struggle by Leaders for Equality and Action in Dayton (LEAD) and
their lawyers at Advocates for Basic Legal Equality (ABLE) to provide Dayton
residents with access by bus to jobs and education in the neighboring suburb
of Beavercreek. Since the clash between neighbors and the issues it raised
are reminiscent of resistance faced by advocates and developers of affordable
housing across the country, the film imparts important lessons for all of us. Both
the producer of the documentary and one of the attorneys who represent LEAD
will participate in a Q&A following the screening.
Advanced Tax Credit Issues
Panelists discuss topics and issues that the affordable housing industry is struggling with right now in terms of deal
structuring. Topics include: limitations or structuring concerns in related party transactions, legal/tax opinion issues
with Incentive Management Fee and all cash flow split items, historic credit concerns – stand alone and when used
with LIHTC deals (what are the differences in structuring), historic credit – update on 50d income, who can make a
168h election and when is it used. It will also review of the 704b schedule.
Strategic Procurement: Saving Money with the Housing Partnership Network’s Group Buying Plan
A group purchasing plan can help provide significant savings for properties while improving quality and consistency,
and even reducing maintenance needs. Because of their size, group purchasing plans usually command better
customer service for all members or subscribers. This session will focus on how group purchasing plans are able to
deliver savings and on the real-life savings that have been achieved by housing providers, and will introduce a group
purchasing plan from the Housing Partnership Network that specializes in offerings for affordable housing providers.
Coach vs. Cop—Communicating with Clarity and Creating a Climate for Success
What's New in Historic Preservation
Come to this session to discuss and learn about current trends and obstacles
in developing with historic tax credits. Hear the developer, legal and investor
perspectives.
Innovations with Data Analytics and Management Dashboards
Have you ever asked yourself why someone on your team simply doesn’t get it? Leaders often share that the toughest Got lots of data? See how industry-leading organizations are using data
problems aren’t with the real estate, it’s the people associated with the real estate. In high performing organizations, analytics tools and management dashboards to identify emerging trends and
talent is the most distinguishable asset. This workshop will guide you through a communications framework that
maintain focus on portfolio performance.
provides a coaching formula for developing people to achieve effective results. Creating a deep bench of talent is a
leader’s competitive edge. Stop playing the role of a cop and coach your team to victory. As Lombardi once remarked,
"Coaches who can outline plays on a blackboard are a dime a dozen. The ones who win get inside their player’s
mind and motivate!" Create a climate for success by communicating with clarity and coaching around a set of
competencies that can be measured. What gets measured gets done!
Service-Enriched Housing—Featuring Topics: Recovery and/or Re-Entry Housing, DD, etc.
Turning Green Strategies into $$$
Hear from some of our state’s public- and private-sector experts in the provision of service-enriched housing,
including recovery and re-entry housing and housing for other individuals leaving institutional settings. Ohio’s efforts
to address the opiate crisis, reduce incarceration rates and provide more integrated housing have elevated the need
for new types of affordable housing in the marketplace. The session will feature practitioners providing both the
services and the bricks and mortar.
Trying to determine if using green initiatives will actually result in savings? Hear
from the professionals on effective ways to save money using products with
proven results.
Mobile Tour: The Greater Parsons Avenue Corridor, Residents, Partnerships and Results
Passive House 101
Take a ride to the south side of Columbus! This tour will include stops at Parsons Avenue, a supportive-housing
development for formerly homeless men disabled by substance addiction; the Reeb Avenue Center, a social
services center designed to drive neighborhood revitalization and opportunity; and Southern Gateway Homes,
single-family affordable living. The tour will include brief histories of the neighborhoods, tours of housing units and
conversations with residents and homeowners.
What is it? How much does it save? What about mold? Learn the answers to
these questions and more at a roundtable featuring Ohio’s foremost experts in
this emerging field of ultra-low-energy design.
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THURSDAY NOVEMBER 10
Roundtables Schedule
BREAKFAST
BUFFET
8:30 AM - 9:30 AM
Sponsored by:
Single-Family Lease-Purchase Roundtable
This roundtable will give you the opportunity to discuss trends and challenges facing owners of lease-purchase properties. Share with other
industry professionals new ideas and best practices for all stages of your development—from resident services and homebuyer education to
pricing and financing at the time of sale.
NDS
ROUNDTABLE
DISCUSSIONS
9:30 AM - 11:30 AM
Preservation Roundtable
Join this roundtable for a lively discussion covering these topics: Are the HAP rents over market rents, and will the investor require a transition
reserve? What are the paydown requirements when requesting a waiver on the due-on-sale clause of a post mark-to-market deal, and what
timing issues does this cause for the project in regard to closing? Discuss the new HUD requirements for equity pay-ins and bridge loan limits,
and what that does to equity pricing. How does increasing HUD's incentive performance fee affect the deal?
Resident Services Roundtable
Evidence increasingly has shown that supportive services benefit residents, improving the lives of residents and leading to more stabilized
housing communities. Unfortunately, implementing programs and finding funding can prove challenging. How do you fund services? How do
you prioritize which services to provide and how do you implement them? How do you know if the services are beneficial? These questions
and others will be addressed in this interactive roundtable discussion.
Tracking Outcomes: PSH Roundtable
Data is driving policy on a local, state and federal level, and funders are seeking more evidence of a return on investment. Come join a
conversation with representatives of managed care organizations and the state (Medicaid, Rehabilitation and Corrections, Job and Family
Services, etc . . .) to learn and share best practices with regard to data opportunities in the areas of health care, criminal justice and child welfare.
Ohio Section 811 Program NOW Roundtable
Come join an interactive discussion on the Ohio Section 811 Project Rental Assistance Program NOW, which is providing a
resource to help the state expand integrated affordable housing opportunities to individuals with disabilities. Panelists from all
of the partner state agencies (OHFA, Medicaid, DODD and OhioMHAS) and the Technical Assistance Council will be on hand to
discuss how the actual program will work. You will learn about the new and existing properties that are participating in the Ohio
Section 811 PRA Program, and the PAIR™ referral and application process.
FHLB Cincinnati Affordable Housing Program Roundtable
FHLB Cincinnati will discuss the benefits of using the Affordable Housing Program (AHP) to develop housing, and the pitfalls
developers should avoid from application for funding to construction start, and from request for disbursement to initial
project audit. Housing developers will have an opportunity to ask questions about any aspect of the program’s application,
disbursement and monitoring process.
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2016 Ohio Housing Conference
For questions regarding registration,
please contact Kathie Bowen at 614-224-8446.
REGISTRATION FORM
NOTE: Please reproduce and complete this two-page form for each conference attendee.
Both pages must be returned to ensure registration. Space is limited in some sessions.
REGISTER ONLINE
Register at www.ohiohome.org/ohc16
REGISTER BY MAIL
Send completed registration form and check to:
Ohio Capital Corporation for Housing
88 East Broad Street, Suite 1800
Columbus, Ohio 43215
Attention: Kathie Bowen
1. Personal Information (Please print clearly)
Name (as it will appear on your badge)
Organization (please write complete company name, not initials)
Address
City
PAYMENT INFORMATION
If registering by mail, you must pay BY CHECK ONLY.
☐ Check Enclosed
(Made payable to Ohio Capital Corporation for Housing)
• Do not send credit card information.
State
Zip
Business PhoneBusiness Fax
Email
• Credit cards are only accepted with online registration at
www.ohiohome.org/ohc16
REFUNDS/CANCELLATIONS/NO-SHOWS
All cancellations must be received in writing by October 26,
2016, to receive a refund. No refunds will be processed after
October 26. Refunds will not be issued for no-shows.
Please send any cancellation to Kathie Bowen at
[email protected].
Website
Twitter Handle (Example: @ohiohousing)
How many years have you attended the Ohio Housing Conference?
___ First time
___ 1-5 years
___ 6-10 years
___ 10+ years
GENERAL INFORMATION
2. Registration Fee
Disability Accommodations: If you need a disability-related
accommodation or wheelchair access information, please
contact Kathie Bowen at [email protected] or 614-224-8446
by October 26, 2016.
Everyone must register individually. This includes sponsors, exhibitors and speakers.
Please register by October 26.
CEU INFORMATION
☐ $375 after October 3, 2016
If you are applying for continuing education units/credits
(CEUs) for Continuing Legal Education (CLE), Certified Public
Accountant (CPA), Real Estate (RE), Social Work (SW), Housing
Credit Certified Professional (HCCP) or Specialist in Housing
Credit Management (SHCM), please select the type of CEU
credit requested and enter your prefix and license number
below.
☐ $150 Homeownership Track (This Tuesday-only track includes the three
identified Homeownership sessions only.)
Please Note: A valid license/registration number is required
to receive CEUs.
Check Box
☐ $325 for the entire conference (Tuesday-Thursday)
Check the appropriate box for any Monday, November 7, 2016, pre-conference
workshop you will attend:
☐ $49 What to Do If: Personal Safety and
Situational Awareness in Four Scenarios
☐ $49 Landlord-Tenant Law
☐ $89 OHFA Housing Tax Credit Compliance Training
Credit Type
Prefix
License Number
☐
CLE
_____
______________
☐
CPA
_____
______________
☐
RE
_____
______________
☐
SW
_____
______________
☐
HCCP
_____
______________
☐ Exhibitor
☐
SHCM
_____
______________
☐ Speaker (Deduct $65)
..............................................................
☐ Sponsor
TOTAL AMOUNT:
REGISTRATION CONTINUES ON THE NEXT PAGE
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2016 Ohio Housing Conference
REGISTRATION FORM
Name (as it will appear on your badge)
3. Session Information
= Homeownership Track
Please indicate the sessions and meals you will be attending.
MONDAY, NOVEMBER 7, 2016
WEDNESDAY, NOVEMBER 9, 2016
_____
Continental Breakfast
8:00 AM - 9:00 AM
_____
Continental Breakfast
8:00 AM - 9:00 AM
_____
Boxed Lunch
12:00 PM - 1:00 PM
_____
Keynote Luncheon
12:30 PM - 1:45 PM
_____
What to Do If: Personal Safety and
Situational Awareness in Four Scenarios
9:00 AM - 4:00 PM
_____
Networking Reception
5:30 PM - 8:00 PM
_____
Landlord-Tenant Law
9:00 AM - 4:00 PM
_____
OHFA Housing Tax Credit Compliance
Training
9:00 AM - 4:00 PM
_____
Continental Breakfast
8:30 AM - 9:30 AM
_____
Networking Luncheon
12:30 PM - 1:45 PM
_____
Exhibitor Reception
5:30 PM - 7:30 PM
9:30 AM - 10:45 AM
_____
Ohio Economic Forecast Plenary
_____
Affordable Housing—Why It Matters
_____
Renovation Options with a Limited Housing Market
_____
The Asset Management Show
_____
Mobile Tour: Mid-Ohio FoodBank—Who Feeds the Poor? Part I*
BREAKOUT SESSIONS T-2
11:00 AM - 12:30 PM
_____
Tax Credits 101—Basic Training and Case Studies
_____
Best Practices in Handling Environmental Issues
_____
Fair Housing Updates
_____
Compliance and Consequences
_____
Strategies to Enhance Resident Stability
_____
Pairing Assisted-Living Developments with OHFA Financing
_____
Mobile Tour: Mid-Ohio FoodBank—Who Feeds the Poor? Part II*
BREAKOUT SESSIONS T-3
9:00 AM - 10:30 AM
Housing Policy Plenary
10:45 AM - 12:15 PM
_____
Exploring Innovative Ideas to Further Affordable Housing
Using State Resources
_____
Communities—Past, Present and Future:
A Tale of Transformation and Sustainability
_____
_____
ABCs of Tax-Exempt Bond Financing
DevCo Industry Forum
_____
The Business of Business
_____
IRS Audit Technique Guide:
How It Affects LIHTC Projects Going Forward
Mobile Tour: Ashford on Broad—
An Affordable Assisted-Living Project
_____
BREAKOUT SESSIONS W-3
2:00 PM - 3:30 PM
_____
Fair Housing for Today
_____
_____
Life. Liberty. Opportunity.
_____
Strategic Procurement: Saving Money with the
Housing Partnership Network’s Group Buying Plan
_____
Coach vs. Cop—
Communicating with Clarity and Creating a Climate for Success
_____
Service-Enriched Housing
_____
Mobile Tour: The Greater Parsons Avenue Corridor, Residents,
Partnerships and Results
2:00 PM - 3:30 PM
Advanced Tax Credit Issues
_____
QAP17 Update: Meet the Masters Edition
BREAKOUT SESSIONS W-4
_____
Strategies for Engaging Elected Officials: Telling Our Story
_____
Equity Markets and Syndicator Forum
_____
Hardest Hit Fund Program Update and Blight Initiative
_____
Film Showing: Free to Ride
_____
CHANGE Is GOOD: Using Kaizen for Program Compliance Review
Process Improvement
_____
What's New in Historic Preservation
_____
Innovations with Data Analytics and Management Dashboards
_____
Turning Green Strategies into $$$
_____
Passive House 101
_____
Emerging Property Management Issues
_____
7 in 7: Pioneering Leaders at the Intersection of Fields
_____
Mobile Tour: Van Buren Shelter and Van Buren Village
BREAKOUT SESSIONS T-4
4:00 PM - 5:30 PM
_____
Pardon the Interruption: 2016 Housing Edition
_____
Public Housing Redevelopment and RAD
_____
Real Estate Tax Issues . . . the Struggle Continues
_____
The Power of Technology:
Marketing on the Internet with a Limited Budget
_____
Supporting Low-Income Older Adults in Ohio
*In order to attend this mobile session, you must register for both parts: Part I and Part II.
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_____
BREAKOUT SESSIONS W-2
TUESDAY, NOVEMBER 8, 2016
BREAKOUT SESSIONS T-1
BREAKOUT SESSION W-1
4:00 PM - 5:30 PM
THURSDAY, NOVEMBER 10, 2016
_____
Breakfast Buffet
BREAKOUT SESSIONS TH-1
8:30 AM - 9:30 AM
9:30 AM - 11:30 AM
_____
_____
Single-Family Lease-Purchase Roundtable
_____
Resident Services Roundtable
_____
Tracking Outcomes Roundtable
_____
Ohio Section 811 Program NOW Roundtable
_____
FHLB Cincinnati Affordable Housing Program Roundtable
Preservation Roundtable
Register Now: Early-Bird Registration Ends October 3
REGISTRATION INFORMATION
Photo Policy
The Ohio Housing Conference employs a photographer to capture
images during the conference. It is possible that
your photo could be taken at some point during the event.
The Ohio Housing Conference only uses these photos for purposes
such as publicity, illustration and advertising of the event in print
and electronic media.
Sponsor/Exhibitor Registration
All sponsors and exhibitors must register for the conference.
Those receiving complimentary registrations due to conference
sponsorship will receive instructions for registering online, and
other representatives will receive information explaining their
registration options. For assistance, please contact Kathie Bowen at
[email protected] or 614-224-8446.
Ohio Capital Corporation for Housing
88 East Broad Street, Suite 1800
Columbus, Ohio 43215
Attention: Kathie Bowen
Conference Location/
Hotel Information
The 2016 Ohio Housing Conference will be held at the
Greater Columbus Convention Center, 400 North High Street.
(614-827-2500)
A block of hotel rooms has been secured at the Hyatt Regency
Columbus, 350 North High Street, attached to the Greater Columbus
Convention Center. The hotel is located on the northern edge of
downtown in the Arena District and adjacent to the Short North area.
To secure a room at the special rate of $155 for single or double
occupancy, make your reservation by October 14, 2016. Call toll free
888-421-1442 or 614-463-1234 and mention the Ohio Housing
Conference to reserve your room. Register online at www.occh.org
or www.ohiohome.org and click the hotel registration web link to
reserve a room and receive the special rate.
Scholarships
CEU Credits
Continuing education units/credits will be available for particular
sessions during the conference. In order to receive CEU credits, each
attendee must be present for 90 percent of the scheduled class
time and must have his/her name badge scanned at the session
entrance. If an attendee leaves a class in progress, his/her name
badge will be scanned, showing an exit from the session. Leaving a
session early could result in the forfeiture of CEU credits. Please visit
the website for more information or contact [email protected]
or Felecia Lucas at [email protected].
OHFA and OCCH are able to provide a quality conference with
affordable rates, and to offer scholarships, because of the
generosity of our conference sponsors. Scholarships are available
to students and nonprofit representatives who, due to limited funds,
might otherwise be unable to attend. They are limited in number and
offered one per qualifying organization on a first-come, first-served
basis. To apply for a scholarship please go to www.ohiohome.org/
ohc16/ and complete and submit the Scholarship Application. A
response will be provided within seven days and will include, for the
awardee, instructions for entering the complimentary registration
online.
RECEPTIONS
EXHIBITOR RECEPTION
NETWORKING RECEPTION
AFTER PARTY
Exhibit Hall C at Convention Center
Tuesday, November 8 • 5:30 PM - 7:30 PM
The Bluestone - 853 East Broad Street
Wednesday, November 9 • 5:30 PM - 8:00 PM
The Bluestone - 853 East Broad Street
Wednesday, November 9 • 8:00 PM - 11:30 PM
Music from Stillwater sponsored by:
DEVELOPMENT • CONSTRUCTION • MANAGEMENT
Sponsored by:
CPAS & BUSINESS CONSULTANTS
15
OHIO HOUSING FINANCE AGENCY
57 East Main Street
Columbus, Ohio 43215
P. 614-466-7970
F. 614-644-5393
www.ohiohome.org
Molly Moses
[email protected]
Amy Summers
[email protected]
OHIO CAPITAL CORPORATION
FOR HOUSING
88 East Broad Street, Suite 1800
Columbus, Ohio 43215
P. 614-224-8446
F. 614-224-8452
www.occh.org
Mary Kay Meagher
[email protected]
Rhonda Snyder
[email protected]
SAVE THE DATE
NOVEMBER 7 - 9, 2017