Key Bridge Marriott Hotel Arlington, Virginia March 13-15, 2013 AGENDA. Theme: Framing the Challenge

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1 Sustainable Communities Leadership Academy: Accelerating Implementation Key Bridge Marriott Hotel Arlington, Virginia March 13-15, 2013 AGENDA WEDNESDAY, MARCH 13, 2013 DAY 1 Theme: Framing the Challenge 1:00 1:30 PM Registration, Refreshments & Networking 1:30 2:15 Welcoming Remarks Christopher Forinash, Program Director, Institute for Sustainable Communities Shelley Poticha, Director, Office of Sustainable Housing and Communities, U.S. Department of Housing and Urban Development (HUD) Shaun Donovan, U.S. Secretary of Housing and Urban Development (invited) 2:15 3:15 Opening Plenary The Bridge to Better Development: 3CDC and the Revitalization of Urban Cincinnati Presenter Steve Leeper, CEO, Cincinnati Center City Development Corporation (3CDC) Agenda 1

2 3:15 4:15 Team Huddle 1: Getting to Work Teams meet privately to discuss the status of their efforts, identifying accomplishments and challenges. Each team will have time to discuss goals for this workshop and how to use discussions for additional implementation successes in the future. 4:15 5:00 Structured Networking: Meet your counterparts from other regions and briefly share a favorite tidbit from your implementation work to-date in this fast-paced speed networking session. 5:00 6:30 Reception (cash bar) An informal networking opportunity, including introductions to Resource Team members. Suggesting topics for Open Space Meetings Starting during the reception and continuing through Thursday morning, you have a chance to add to the agenda. Do you have something you want to share or learn, but don t see it listed? Suggest a topic for discussion during Thursday afternoon s Open Space Meetings. Pick something you want to lead discussion on whether you have expertise to share, or just questions you d like to try to get answered. Grab a sheet of paper off the easels, and write a topic and one sentence to describe it, plus your name and region. Other participants will have a chance to sign up for your session tomorrow. Agenda 2

3 THURSDAY, MARCH 14, 2013 DAY 2 Theme: Explore and Inspire 7:30 8:30 AM Coffee with Counterparts (optional) A networking session over breakfast tables will be loosely organized by the types of organizations and functions represented on the teams, providing an opportunity for participants to meet and speak with their counterparts in other communities. 1. Local Land Use and Transportation Planners 2. Regional Land Use and Transportation Planners 3. State Land Use and Transportation Planners 4. Economic Development and Business Partners 5. Community Partners, including Neighborhood, Housing and Social Equity Organizations, Universities, and other Nonprofits. 8:30 8:45 Opening Remarks Christopher Forinash, Program Director, Institute for Sustainable Communities 8:45 10:15 Plenary It Takes More than Money: Building Capacity to Attract and Deploy Private Capital Investment Moderator: Salin Geevarghese, Senior Advisor, HUD Office of Sustainable Housing and Communities Presenter: Robin Hacke, Director of Capital Formation, Living Cities Presenter: David Wood, Director, Initiative for Responsible Investment, Harvard University Practitioner Respondent: Mary Kay Bailey, Project Director, Corridors of Opportunity/Living Cities Integration Initiative, Minnesota Philanthropy Partners 10:15 10:30 Break Agenda 3

4 10:30 12:00 Concurrent Sessions (Round 1) 1. Implementing the Capital Absorption Framework with Robin Hacke, Living Cities; David Wood, Initiative for Responsible Investment at Harvard; and Mary Kay Bailey, Minnesota Philanthropy Partners. Implementation takes more than available capital. The morning plenary outlined the key need for regions to analyze and improve their ability to harness private investment. Now learn about the tool you can use to assess your region s existing capacity, to lay the groundwork for successful implementation. 2. Using Your Fair Housing Equity Assessment to Catalyze Local Equity Policy with Salin Geevarghese, HUD; Kalima Rose, PolicyLink; and Amy Cotter, Metropolitan Area Planning Council. Now that your region has identified your opportunity areas and areas of racially concentrated poverty, what do you do? How should these findings inform your plan and implementation? Hear from your peers about best practices emerging in regions. 3. Making Transportation Funding Work for Implementation with Lilly Shoup, US DOT; James Corless, Transportation for America; Mike McKeever, Sacramento Area Council of Governments; and Ted Knowlton, Wasatch Front Regional Council. The federal and state landscape for transportation funding is constantly shifting. Come discuss the latest, as well as hear how MPOs are incorporating their sustainable communities work into regional transportation plans. 4. Successful Community Leadership and Engagement during Implementation with Sarita Turner, PolicyLink; Repa Mekah, Nexus Community Partners; Allison Bell, Metropolitan Council; Dean Katerndahl, Mid-America Regional Council; and John Fierro, Mattie Rhodes Center. How can you structure continued partnership, participation and engagement throughout the implementation of your plan? What committees, advisory boards, equity networks, and working groups can deepen triple bottom line outcomes for your plans to come to life? Hear from your peers on how the collaborative approaches fostered during planning can strengthen successful implementation. 5. Working with the Private Sector for Redevelopment with Steve Leeper, 3CDC; and Robin Hostick and Denny Braud, City of Eugene. Join a discussion about how to work with the private sector on redevelopment plans for a neighborhood how to create a vision, set priorities, get buyin from investors and landowners. This group will also discuss how to use finance tools such as New Market Tax Credits and Low-Income Housing Tax Credits for redevelopment efforts. Agenda 4

5 6. Setting Up Investment Funds with Dena Belzer, Strategic Economics and Kristine Widner, Envision Utah. Dedicated investment funds are a useful tool for targeting resources to new development and supportive infrastructure that meets plan goals. Several regions have created funds, and many more are considering how to do so. Learn from regions and experts who have set up funds, and find out keys to structuring, funding, and maintaining successful funds. 12:00 12:30 PM Lunch 12:30 1:15 Plenary Transforming the Region: From Partnership to Plan to Permanence Moderator: Shelley Poticha, Director, Office of Sustainable Housing and Communities, HUD Grantee Experience: Marc Draisen, Executive Director, Metropolitan Area Planning Council Grantee Experience: Bob Dean, Deputy Executive Director, Chicago Metropolitan Agency for Planning 1:15 2:30 Open Space Meetings Grantees will lead discussions on other topics of their interest as selected earlier. 2:30 2:45 Break 2:45 4:15 Team Huddle #2: Putting the Pieces Together Teams meet privately to discuss how they can use the new information and ideas that they are acquiring at the workshop. At their request, teams will be able to use part of their huddle time to meet privately with a Resource Team member, HUD staff, or another team. 4:15 5:00 Highlights & Insights from Day 2 Participants share new ideas and insights they have gained throughout the day. (3 min. per team) 6:00, 7:00, 8:00 Dinner (self-organized) Meet in the hotel lobby every hour on the hour, between 6-8 PM. Agenda 5

6 FRIDAY, MARCH 15, 2013 DAY 3 Theme: Strategize and Commit 7:30 8:30 AM Breakfast with Champions (optional) Individual Resource Team members will host tables for informal discussion. 1. Mary Kay Bailey, Minnesota Philanthropy Partners, on transit corridor planning and implementation 2. Kalima Rose and Sarita Turner, PolicyLink, on community engagement and equity 3. Jason Lally, PlaceMatters, on scenario planning, mapping, and indicators 4. Ellen Greenberg, ARUP, on infrastructure development and transportation planning This session will be in the Washington Room on the 3 rd floor, so please get your breakfast from the Ballroom and head down for the discussion. 5. J. Malcolm Smith, HUD, on grant close-out issues 8:30 8:45 Opening Remarks Christopher Forinash, Program Director, Institute for Sustainable Communities 8:45 10:15 Concurrent Sessions (Round 2) 1. Partnerships with Philanthropy for Implementation with Diana Williams, Funders Network for Smart Growth and Livable Communities; Eric Muschler, McKnight Foundation; and Mike Davidson, Chicago Community Trust. Foundations have supported regional planning as conveners, funders, and active partners. They can play other integral roles in implementation, even as a source of capital for new development. Come discuss opportunities to work with local and national philanthropy. 2. Updating Indicators for Tracking Progress with Jason Lally, PlaceMatters and Mike McKeever, Sacramento Area Council of Governments. The maps and indicators developed during planning provide a framework for tracking progress during implementation. Discuss the challenges of tracking indicators, and how to best use them in implementation. For example, learn when it makes sense to add or drop indicators, and what to do if they re not showing what you expect. Agenda 6

7 10:15 10:30 Break 3. Planning Beyond the Grant with Lyle Wray, Capital Region Council of Governments and Jon Carnegie, Voorhees Transportation Center. While the plan is one product of your work, the conversations, governance structure, and other relationships should endure, and require resources to do so. Come discuss how the consortium can live after the grant period and how it might need to evolve. 4. The Role of the Region in Implementation with Kathy Nothstine, National Association of Development Organizations; Amy Cotter, Massachusetts Area Planning Council; and Charlie Baker, Chittenden County Regional Planning Commission. Most of the regional consortiums have been shepherded by a COG, MPO, or other regional body. Some have a formal role in implementation, especially of region-scale projects like transit systems, but most rely on local governments for implementation. Come discuss how regional bodies can successfully support implementation largely carried out at the local level and how to continue it long-term. 5. Making Affordable Housing Funding Work for Implementation with Kalima Rose, PolicyLink and Joanna Trotter, Metropolitan Planning Council. How can you align housing resources in your towns, cities, region, and state to deliver (and keep) the homes you want? Learn how regions are aligning multiple jurisdictions and funding streams to create (and preserve) sustainable, affordable housing opportunities. 6. Infrastructure Financing for Transit-Oriented Development with Melissa Kramer, U.S. EPA; Mary Kay Bailey, Minnesota Philanthropy Partners; and Ellen Greenberg, ARUP. EPA has recently worked with several cities to explore ways to fund the infrastructure required for TOD, and published a report with insightful case-studies. Learn from the authors and one of the cities profiled. 10:30 11:30 Team Huddle #3: Strategizing & Committing to Action Teams meet privately to discuss insights they ve acquired at the workshop and how their new knowledge will advance their work. Team leaders prepare brief reports on their key steps to implementation, over the remainder of the grant period and beyond. 11:30 12:00 PM Closing Plenary: Pulling it All Together Round-the-horn report-outs and closing remarks Christopher Forinash, Institute for Sustainable Communities Each team reports on Team Huddle #3. (2 minutes per team) Agenda 7

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