| Agenda
& Speaking Faculty |
| Day
One: February
16, 2005 |
8:00 |
Conference
Registration & Continental Breakfast |
8:30 |
Leadership
Panel: Addressing the Affordable Housing and Community Redevelopment
Crisis
The need for affordable housing and community redevelopment has
never been greater. However, developing or expanding affordable
housing and community redevelopment requires considerable funding
and support from a wide range of sources including financial institutions,
non-profit organizations, community developers, and local, state,
and federal governments. Hear emerging issues facing affordable
housing and community redevelopment from an all-star panel of
practitioners who will discuss the gamut of issues affecting
the affordable housing and community redevelopment market.
Bill Vasquez, Director, Community Planning
and Development Office, U.S. Department of Housing and Urban Development*
Jonathan Parrish, Community Development Director, Fannie
Mae Western Regional Office
Susan Krake, Housing and Community Development Director,
Fannie Mae Western Regional Office
Radhika Fox, Senior Program Associate, PolicyLink
|
10:30 |
Break
& Refreshments |
10:45 |
Starting from the Ground Up: Devising a Strategic Planning
Framework for Affordable Housing and Community Redevelopment
Hear how to develop and implement a strategic plan for public/private
partnerships to bring affordable housing to your community. Identify
obstacles and advantages to creating proposals for development
of public/private enterprise.
• Learn how to develop and implement a strategic plan for
public/private partnerships for affordable housing
• Identify the issues surrounding affordable housing
Benjamin Neumann, The Performance Institute |
12:00 |
Networking
Luncheon |
1:00 |
Track
One: Managing Affordable Housing Initiatives
The Case for Inclusionary Zoning
Inclusionary zoning is a proven way to create affordable housing
in a community. By requiring developers to allot a percentage
of housing units in new developments to low-and moderate-income
households, inclusionary zoning can expand the supply of affordable
housing in your community.
• Learn the benefits of inclusionary zoning on affordable
housing
• Hear the pitfalls and successful strategies to implementing
inclusionary zoning
Radhika Fox, Senior Program Associate, PolicyLink
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Navigating Dilemmas of Traditional Funding Streams to
Fashion an Effective Financing Strategy for Redevelopment
There are a number of sources communities and developers
can go to for financing for redevelopment projects, each with
their own opportunities and pitfalls. In this session, you will
hear
from a leading expert in how to navigate dilemmas presented
by traditional funding sources to create an innovative and
effective financing strategy for your redevelopment project.
Jennifer Vanica, President & CEO, Jacobs
Family Foundation & Jacobs Center for NonProfit Innovation |
2:00 |
Track One: Managing Affordable Housing Initiatives
Land Banking: Securing the Future of Affordable
Housing
One
of the most pressing problems with affordable housing is due to
the diminishing supply of vacant land suitable for housing development.
The Land Bank Program implemented in the City of Fort Collins,
CO is designed to tackle this ongoing problem by acquiring sites
appropriate for affordable housing and holding them long-term
until they are needed.
• Hear how the City of Fort Collins, CO has successfully
implemented the Land Bank Program to address its future affordable
housing needs
• Address the issues of a diminishing supply of vacant land
and what it means to the future of affordable housing
Maurice Head, City Planner, City of Fort
Collins, Colorado
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Grant Incentives for Community Redevelopment
Community revitalization grants are designed to provide funds
to local governments to strengthen neighborhoods and rehabilitate
homes of low- to moderate-income citizens. Take an in-depth look
at the grants and funding available for community development
from the United States Department of Housing and Urban Development
(HUD).
• Hear about the numerous grants available to fund your
redevelopment projects
• Implement proven strategies to combine funding streams
to maximize your redevelopment initiatives
William Vasquez, Director, Community Planning
and Development Office, U.S. Department of Housing and Urban Development
* |
3:00 |
Break
& Refreshments |
3:15 |
Track
One: Managing Affordable Housing Initiatives
Building Support to Establish a Housing Trust Fund
Florida has the nation’s largest state and local housing
trust funds, known as the William E. Sadowski Affordable Housing
Act. The Sadowski Act was enacted in 1992 through the efforts
of a unique alliance between the public and private sector. The
Sadowski Coalition includes industry groups such as the Home Builders
and the Realtors, growth management organizations, low income
advocates, state and local governments and religious organizations.
Learn how this coalition came together and won passage of this
landmark legislation that includes both a dedicated revenue source
for affordable housing and the creation of various innovative
state and local programs that ensure the effective use of the
millions of dollars generated annually from the trust funds.
Mark Hendrickson, President, The Hendrickson
Company, Financial Advisor to the HFA of Hillsborough County
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Community Development Block Grants: Empower
Your Community
The Community Development Block Grant (CDBG) program
was established by the federal Housing and Community Development
Act of 1974. The primary objective of the CDBG program is the
development of viable urban communities by providing decent housing
and a suitable living environment and by expanding economic opportunities,
principally for persons of low and moderate income
• Hear how leading communities have successfully implemented
CDBGs
• Discover how to combine CDBGs with other grants to fully
fund your projects
Ken Waido, Chief Planner, City of Fort Collins,
Colorado |
4:15 |
Adjourn |
| |
|
Day Two: February
17, 2005 |
8:30 |
Continental Breakfast |
9:30 |
Track
One: Managing Affordable Housing Initiatives
Funding Update: Latest on HUD Funding Opportunities for
Affordable Housing
A look at the grants and funds which are available through the
Department of Housing and Urban Development and other agencies
for public/private partnership housing development coalitions.
• Hear about the latest funding incentives to support your
affordable housing initiatives
• Discover ways to ensure your community acquires this vital
funding
William Vasquez, Director, Community Planning
and Development Office, U.S. Department of Housing and Urban Development*
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Success Stories of the Community Reinvestment Act
Public/private partnerships between non-profit community development
agencies and private funding sources can result in a complete
revitalization of your neighborhood. Sellsway Street in San Ysidro,
California, was a decaying neighborhood on the edge of a thriving
business district, but a partnership between a non-profit community
development agency, Casa Familiar, private grants motivated by
the Community Reinvestment Act (CRA) and funding from the City
of San Diego resulted in an attractive, safe, and livable community.
Learn how to create successful community development and maintain
affordable housing in your community.
David Flores, Rose Fellow, Casa Familiar/Enterprise
Foundation |
| 10:45 |
Track One: Managing Affordable Housing
Initiatives
Utilizing Low Income Housing Tax Credits for Affordable
Housing
Low Income Housing Tax Credits (LIHTCs) have become by far the
most important source of capital subsidy in the development of
affordable housing. LIHTCs serve as incentive for individuals
and corporations to invest in the construction or rehabilitation
of housing for low-income families.
• Discover how LIHTCs help meet the demand for affordable
housing
• Learn how LIHTCs can be used in combination with other
forms of housing assistance
Lynn Wehrli, Executive Director, California
Tax Credit Allocation Committeen
Track
Two: Securing Funding for Community
Redevelopment Initiatives
New Markets Tax Credits: A Key Tool for Community
Development
The New Markets Tax Credit program is a federal tax initiative
designed to increase the amount of investment capital in low-income
communities. It is the most significant federal tax initiative
to support community development in nearly 20 years. This new
$15 billion program will provide investors — banks, insurance
companies, corporations and individuals — with credits against
federal income tax in return for new investments in eligible businesses.
It is a flexible tool that can be applied to a wide range of qualified
business activities, from small business lending to financial
counseling to real estate development.
CDFI Fund, U.S. Department of the Treasury* |
| 12:00 |
Networking
Luncheon |
1:00 |
Track
One: Managing Affordable Housing Initiatives
Fostering Community Acceptance of Affordable Housing
The development of affordable housing is often a contest between
conflicting assumptions, interests and fears among community members.
While communities often agree that there is a shortage of decent
affordable housing, they are seldom in favor of affordable housing
development in their neighborhoods for fear of adverse impacts
on property values and community cohesion.
• Hear key strategies to combat community resistance to
affordable housing development
• Examine the benefits of creating affordable housing for
mixedincome communities.
Betty Padgett, Community Acceptance Strategies Trainer,
Non Profit Housing Association
Julie Bornstein, Executive Director, The Campaign
for Affordable Housinge
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Recognizing Community Development Financial
Institutions
Community Development Financial Institutions (CDFIs) serve as
private-sector, financial intermediaries that focus on community
development. While there are several types of CDFIs, all aim at
rebuilding businesses, housing and services in neighborhood communities
nationwide.
• Hear about the many products and services available through
CDFIs to finance your community development projects
• Examine the different sources of funding for CDFIs
Jennifer Vasiloff, Executive Director, Coalition
of Community Development Financial Institutions |
2:00 |
Track
One: Managing Affordable Housing Initiatives
Fostering Community Acceptance of Affordable Housing (continued)
The development of affordable housing is often a contest between
conflicting assumptions, interests and fears among community members.
While communities often agree that there is a shortage of decent
affordable housing, they are seldom in favor of affordable housing
development in their neighborhoods for fear of adverse impacts
on property values and community cohesion.
• Hear key strategies to combat community resistance to
affordable housing development
• Examine the benefits of creating affordable housing for
mixedincome communities.
Betty Padgett, Community Acceptance Strategies
Trainer, Non-Profit Housing Association
Julie Bornstein, Executive Director, The Campaign
for Affordable Housing
Track
Two: Securing Funding for Community
Redevelopment Initiatives
Best Practices in Using Federal Empowerment
Zones
In an attempt by the Federal government to encourage revitalization
of economically distressed urban areas, Federal Empowerment Zones
(FEZs) were created; whereby selected areas across the United
States would be eligible for special tax incentives and Federal
funding. In January 1999, the U.S. Department of Housing and Urban
Development (HUD) designated a four square mile section of the
City of Santa Ana as a Round II Urban Empowerment Zone.
Melissa Alva, Economic Development Specialist,
Santa Ana Community Development Agency
Cesar Cedeno, Economic Development Specialist,
Santa Ana Community Development Agency |
3:00 |
Break
& Refreshments |
3:15 |
Innovative
Financing in the Preservation of Affordable Housing
Learn how mission oriented developers are preserving and improving
existing multifamily housing across the US. Predevelopment lending
and actual transactions will be showcased. Learn how to preserve
your affordable housing community.
• Strategies for preserving and improving affordable multifamily
housing
• Learn to identify and access loan funds
Michael Bodaken, President, National Housing
Trust Inc.
Evan Becker, RED Capitals |
4:15 |
Conference
Adjourns |
| |
|
Day Three: February
18, 2005 |
8:30 |
Workshop Registration & Continental Breakfast |
9:00 |
Affordable
Housing Financing: A Step-by-Step
Guide to Navigating Funding Sources
This workshop is designed to give conference attendees a command
of the basic “lay-of-the-land” in financing affordable
housing and community redevelopment. Participants will learn where
to look for financing and how to navigate the complex processes
of securing funding commitments from the private sector, government
entities
and philanthropic partners. Three key lessons will be explored through
this workshop |
|
|
Session One: Grants: Securing the Future of Your Affordable
Housing Project
At both the federal and state level, agencies abound to provide
grants for affordable housing and redevelopment projects. Learn
how your community, through public/ private enterprise, can effectively
obtain grant requests for your affordable housing venture.
• Determine your funding needs
• Develop strategies for procuring grants
• Assess your eligibility of grant fundingn |
|
Session
Two: Forging Effective Public/Private Partnerships
Public/private partnerships have been extremely useful in gathering
support and financing for community redevelopment. In this session,
examine and learn the ways which organizations and communities
have taken to successfully facilitate dialogue and development
of public/ private coalitions. Topics covered will include tactics
for working together, addressing hurdles and limitations and looking
towards long-term affordable housing solutions for your coalition.
• Building coalitions and forging long-term coalitions
• Tactics for working together and involving a variety of
community groupse |
|
Session
Three: Conventional Development Financing: Emerging Issues and Market
Outlook
Conventional financing remains the most common vehicle for funding
affordable housing and redevelopment projects. Nevertheless, market
conditions and legal issues do provide for a constantly changing
environment. In this session, hear about the
latest developments in conventional financing for redevelopment.
• New market vehicles for affordable housing and redevelopment
financing
• Making your case for conventional financing |
12:00 |
Workshops
Adjourns |
|
Or
by calling us at
703-894-0481 |
 |
|
Venue
& Hotel |
The 2005 Affordable Housing and Community Redevelopment
Summit will be held at Sheraton Suites San Diego in
San Diego, CA. A limited number of rooms have been reserved at
a discounted rate of $129 when reservations are made by January
26, 2005. Please contact the hotel directly at 619-696-9800 to
make your reservation, and be sure to ask for the Performance
Institute conference rate.
Sheraton Suites San Diego
701 A Street
San Diego, CA 92101
|
|
Tuition |
| The
fees for attending the 2005 Affordable Housing and Community
Redevelopment Summit are as follows:.
Summit: $1095
Workshop: $395
|
|
Group
Discounts |
Group discounts are available. Please contact Nick Grasso at 703-894-0481
or [email protected]regarding
group rates to the 2005 Affordable Housing and Community
Redevelopment Summit.
Administrative Note:
A $150 service fee will be
charged on cancellations received less than three weeks from the
date of the event. A credit memo will also be sent reflective
of that amount, which can be used for a future Performance Institute
conference. |
|