NALHFA Workshop on Financing Affordable Housing with Tax-Exempt Bonds and Low-Income Housing Tax Credits - 2014
The 2014 workshop was held at the JP Morgan Building in New York City, hosted by the New York City Housing Development Corporation. Sponsors included Morgan Stanley, Moody's, Hawkins Delafield & Wood, Raymond James, RBC, Wells Fargo Securities, CohnReznick and Citi. View the agenda here. Please see presentations below:
Susannah Lipsyte, NYC Housing Development Corporation
Rick Gropper, L+M Development Partners
Shaun Smith, HUD
NALHFA Workshop on Financing Affordable Housing with Tax-Exempt Bonds and Low-Income Housing Tax Credits - 2013
This workshop, held September 13, 2013, in Dallas, TX, was targeted to affordable housing developers, non-profits developers, housing agency staff, bankers, lenders, lawyers and government employees with the aim of presenting the experience of experts the financial structuring of multi-family affordable housing projects using tax-exempt bond financing with tax credits (with special reference to HUD 221(d)(4) financing). Sponsored by the National Association of Local Housing Finance Agencies, City of Dallas Housing Finance Corporation, CohnReznick, Raymond James, Chapman & Cutler, First Southwest, Wilmington Trust N.A., Capital Area Housing Finance Corporation and the Southeast Texas Housing Finance Corporation.
View the agenda
Paul Carman, Esq., Chapman & Cutler
Garrick Gibson, Cohn Reznick
Nicholas Hoffer, Raymond James
Nicholas Hoffer, part 2
Greg Hasty, Wilmington Trust
NALHFA Workshop on Financing Affordable Housing with Tax-Exempt Bonds and Low-Income Housing Tax Credits - 2012
This workshop, held October 18, 2012, in Washington, DC, was targeted to affordable housing developers, non-profits developers, housing agency staff, bankers, lenders, lawyers and government employees with the aim of presenting the experience of experts the financial structuring of multi-family affordable housing projects using tax-exempt bond financing with tax credits (with special reference to HUD 221(d)(4) financing). Sponsored by the National Association of Local Housing Finance Agencies, DCHFA, Fairfax County RHA and Montgomery County HOC.
View the agenda
The presentations are available for download below:
Wade Norris, Esq., Partner, Eichner Norris & Neumann, Washington, DC
Sean Cullen, Director, Housing Finance Group, RBC Capital Markets, New York, NY
Mark Dean, Managing Director, Citi Community Capital, Seattle, WA
Priya Jayachandran, Sr. Vice President/Community Development, Bank of America, Washington, DC
Alan Goldstein, Director, Multifamily Division, AHC, Inc., Arlington, VA
Mark Gerteis, President, Forest City Capital Corporation, Cleveland, OH
Essentials of Single-Family Finance
NALHFA’s May 2008 Essentials of Single-Family Housing Finance course, held in cooperation with Freddie Mac in Tampa, Florida, was a huge success. This interactive, two-day training seminar provided tools and information to help participants address the affordable housing needs of their communities.
The course explored the single-family mortgage revenue bond structuring, the issuance process, and post-bond issuance process. In addition, participants learned about a variety of new mortgage products, tools, and ideas to help reach the first-time homebuyer in this difficult and changing market.
The first day of the course was taught by Mtumishi St. Julien of the Finance Authority of New Orleans and took understanding bond financing to a new level with a focus on building a more effective single-family bond program that is attractive to investors. In groups, attendees worked together to further understand the key players in a bond transaction and understanding how market conditions and rates impact bond structuring.
The second day focused on enhancing single-family programs to reach the first-time homebuyer. The session reviewed what innovative tools are available and shared effective marketing techniques. As a group exercise, marketing plans were created for different scenarios and templates were given to each attendee to use in their own communities.
"This course brings a whole different level of understanding to the process beyond your little piece.”
- Sheryl Krocek,
US Bank MRBP Division
"You learn in day one what may take years to learn on the job!”
- Richard Perkins,
Housing Finance Authority of Pinellas County
"Great flow - they don’t leave anyone behind but really challenge participants to take their bond experience to the next level!”
- Astrid Clements
East Baton Rouge Mortgage Finance Authority
"[As a result of this course,] I had my team begin a marketing plan as a team project and it is going great. We are out in the community more and touching that people that distribute the message. We are also getting more publicity. I’ve done two radio spots and we wrote a PSA to start playing on some of the local radio station. I also had a realtor submit a story idea to the local paper here (Atlanta Journal Constitution) to shed light on all the available programs in the city but highlight ours here at ADA … I was also able to share the info with the rest of my team so they now understand the whole bond process better. Our originations have picked up and I believe the class reenergized our battery to give our program the push it needed.”
- Clyde Anderson
Atlanta Development Authority
Under HOME Technical Assistance funding from the U.S. Department of Housing and Urban Development, the National Association of Local Housing Finance Agencies (NALHFA), the National Community Development Association (NCDA), and the National Association for County Community and Economic Development (NACCED) will delivered eight workshops on "Becoming a High-Performing CHDO” in 2008.
The trainings were based on the CHDO Survivor Kit publication, developed by Monte Franke of Franke Consulting Group on behalf of NALHFA, NCDA, and NACCED. (You may review the guide at on the NALHFA web site by clicking here) Participants will learn what it takes to become a successful CHDO developer of affordable housing, including the importance of organizational structure and capacity, project selection and implementation, and understanding the HOME program rules and working successfully with your participating jurisdictions. Monte Franke will deliver the training. Please also see our CHDO Trainings website to find the tools in the CHDO Survivor Kit in a user-friendly Microsoft Word and/or Excel format.
The free, one-day workshop was open to staff and board members of Community Housing Development Organizations (CHDOs) and organizations interested in becoming a CHDO.