trinity financial DIAMOND SPONSORS TITANIUM SPONSORS GOLD SPONSORS SILVER SPONSORS BRONZE SPONSORS SESSION SPONSORS SPONSORS NASLEF

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2 DIAMOND SPONSORS TITANIUM SPONSORS trinity financial GOLD SPONSORS SILVER SPONSORS BRONZE SPONSORS SESSION SPONSORS SPONSORS 1

3 Join Us! Join the National Association of State and Local Equity Funds () in Boston, Massachusetts, for the 25th Annual Conference which provides an unparalleled forum for training and networking, and explores emerging issues and trends impacting our industry. Hyatt Regency Boston One Avenue de Lafayette Boston, Massachusetts (614) Local Presence, National Impact For more than 25 years, the National Association of State and Local Equity Funds (), has operated as a professional, nonprofit association formed to promote the efficient management of state and local equity funds. Throughout 41 states, Active Members raise capital for affordable rental housing developments that qualify under the Low Income Housing Tax Credit (LIHTC) program. Collectively through 2017, member funds have raised over $14.5 billion in equity capital for rental housing developments throughout the country, creating or rehabilitating more than 180,153 units of affordable housing in 3,789 developments. Register Now! Early Registration Ends August 28, 2018 To register today, please visit and click on the 2018 Conference Registration link or complete the attached form. REGISTRATION INFORMATION 2

4 Hotel Information WHO SHOULD ATTEND? This conference is valuable for staff of state and local equity funds, their advisors, individuals interested in the LIHTC program, and other affordable housing industry professionals. DRESS Dress is business casual for all meetings, sessions, and events. A block of hotel rooms has been secured at the Hyatt Regency Boston, a firstclass hotel in the middle of the nation s most historic restaurants, museums, theaters, and universities. Connected to Macy s, the shopping district, and the T, Boston s transit system, the hotel is located in the heart of downtown Boston s vibrant Financial and Theatre Districts. Hyatt Regency Boston One Avenue de Lafayette Boston, Massachusetts (614) Visit to reserve your room at the reduced rate. Register by August 28, 2018 at the reduced rate. Registering after August 28 will result in a higher room rate. HOTEL PARKING Valet parking is available for $55 daily. Self-parking and hourly parking are also available. Airport Information Boston Logan International Airport (BOS) One Harborside Drive Boston, MA DIRECTIONS TO HOTEL Drive through Ted Williams Tunnel and follow signs for exit 25, South Station. At top of ramp, take a right onto Congress Street. Make a right onto D St. Make a second right onto Summer Street. Follow Summer Street to Kingston Street, turn left. Then turn right onto Bedford Street. Take next left onto Chauncy Street and a right onto Avenue De Lafayette. Hyatt Regency Boston is located on your right. GENERAL INFORMATION 3

Transportation Logan International Airport is located 4 miles from the hotel. TAXI Travel time is 15 to 30 minutes, depending on traffic; approximately $25 to/from Logan International.

Blue Line accessed via airport to State Street stop, 5 blocks from hotel. The Red and Orange Lines both stop at this station which is called the Downtown Crossing.

5 Transportation Logan International Airport is located 4 miles from the hotel. TAXI Travel time is 15 to 30 minutes, depending on traffic; approximately $25 to/from Logan International. SILVER LINE BUS Accessed via airport terminals to South Station, 0.5 miles from hotel. MBTA Subway system otherwise known as the T, is located 100 feet from the hotel entrance; $2.70/ride. Blue Line accessed via airport to State Street stop, 5 blocks from hotel. The Red and Orange Lines both stop at this station which is called the Downtown Crossing. The hotel is one T Stop from Backbay, and about 4 blocks to South Station. Networking Receptions SEPTEMBER 26, :00PM 6:30PM SPONSORED BY: Ballroom Terrace Hyatt Regency Boston Come join us on the Terrace for a cocktail and hors d oeuvres reception. A sophisticated venue featuring cozy seating and high bar tops offers an ideal setting to unwind and network with your colleagues. SEPTEMBER 27, :00PM 7:30PM SPONSORED BY: Top of the Hub & Skywalk Observatory Prudential Tower, Floor Boylston Street Boston MA Soaring 53 floors above the Back Bay, Top of the Hub offers extraordinary panoramic views of Boston s skyline. Relax and enjoy a cocktail while networking and enjoying some of Boston s favorite cuisine. SPECIAL EVENTS 4

TUESDAY, SEPTEMBER 25 Sponsored by 7:00PM 9:00PM Executive Directors Dinner WEDNESDAY, SEPTEMBER 26 Sponsored by For Active Members Only 8:00AM 4:00PM Registration and Information Desk 8:00AM 9:00AM

informally discuss the state of the industry, emerging trends, and challenges and issues.

6 TUESDAY, SEPTEMBER 25 Sponsored by 7:00PM 9:00PM Executive Directors Dinner WEDNESDAY, SEPTEMBER 26 Sponsored by For Active Members Only 8:00AM 4:00PM Registration and Information Desk 8:00AM 9:00AM Continental Breakfast 9:00AM 12:00PM Finance Directors and Fund Managers Meeting (Limited to two people per organization) This session allows Active Member Finance Directors and Fund Managers to informally discuss the state of the industry, emerging trends, and challenges and issues. Asset Management Directors Meeting This session is a Roundtable discussion for Active Member Asset Management Directors to discuss trends, challenges, and opportunities in asset management. 10:30AM 10:45AM Refreshment Break 12:00PM 2:00PM Executive Directors Luncheon Meeting ( Active Member Executive Directors Only) 2:00PM 4:00PM Emerging Leaders Roundtable (Limited to 2 people per Active Member organization) Roundtable discussion for the emerging leaders in affordable housing. Network with other professionals, share your experiences, and help shape for years to come. 5

WEDNESDAY, SEPTEMBER 26 Sponsored by Open to all attendees 9:00AM 11:00AM Y15 Roundtable The expectation was that the investor would exit the deal after the compliance period. Easier said than done.

when it s time to exit a deal. 12:00PM 2:00PM Attendee Lunch on Your Own 2:00PM 4:00PM Underwriting Roundtable A roundtable discussion of tax credit underwriting in the current environment.

7 WEDNESDAY, SEPTEMBER 26 Sponsored by Open to all attendees 9:00AM 11:00AM Y15 Roundtable The expectation was that the investor would exit the deal after the compliance period. Easier said than done. members have had different experiences in exiting deals and this interactive roundtable discussion will focus on lessons learned/ best practices for a successful exit and how to motivate our partners when it s time to exit a deal. 12:00PM 2:00PM Attendee Lunch on Your Own 2:00PM 4:00PM Underwriting Roundtable A roundtable discussion of tax credit underwriting in the current environment. All topics are welcome as we share the challenges and opportunities offered by the Tax Cuts and Jobs Act, the 2018 omnibus spending bill, changing investor expectations, and other hot button issues in acquisitions underwriting. Investor Reporting Roundtable Attend this roundtable session to learn how other members are managing investor data expectations and meeting investor reporting obligations. Knowing exactly what information other syndicators are providing (and the format in which they provide it) will help you stay ahead, even as investor requests for information continue to evolve. 3:00PM 3:15PM Refreshment Break 5:00PM 6:30PM Networking Reception: Hyatt Regency Ballroom Terrace Special Event 6

8 THURSDAY, SEPTEMBER 27 Sponsored by 8:00AM 4:00PM Registration and Information Desk 8:00AM 9:00AM Continental Breakfast 9:00AM 9:30AM Welcome and Opening Remarks Hal Keller, President Ohio Capital Corporation for Housing Peter Sargent, Conference Host Massachusetts Housing Investment Corporation Chrystal Kornegay, Executive Director MassHousing 9:30AM 11:30AM Opening Plenary Panelists: Kate Racer, Associate Director Massachusetts Department of Housing & Community David A. Smith, Chairman ReCap Real Estate Advisors Peter Lawrence, Director of Public Policy and Government Relations Novogradac & Company LLP Joseph Flatley, President and CEO Massachusetts Investment Corporation 11:30AM 1:00PM Lunch and Annual Business Meeting Continued on next page 7

9 THURSDAY, SEPTEMBER 27 (CONTINUED) 1:15PM 2:15PM From NIMBY to YIMBY We are all too familiar with projects that suffer long delays and cost escalation due to the Not In My Back Yard forces that fight density and affordable housing in many communities around the country. There is now a growing Yes In My Back Yard movement that supports dense development to achieve more affordability. On this panel we will hear from partners regarding the impact of NIMBYism on their projects, as well as from Jesse Kanson-Benanav, an early leader in the YIMBY movement and Chair of the Leadership Committee of A Better Cambridge. The Tax Credit Power Hour In this episode of the Tax Credit Power Hour talk show; industry insiders and experts share knowledge ranging from the legal aspects of the partnership to the daily operations of the tax credit property. Tune in for an entertaining and educational hour of fun and insight with our special guests. Speakers: Steve Nolan, Esq., Partner Nolan Sheehan Patten LLP Christine Vincenti, Senior Investment Officer Massachusetts Housing Investment Corporation Karen Kent, CPA, Principal Kevin P. Martin & Associates, P.C. Brenda Hernandez, Senior Regional Property Supervisor POAH Community Continued on next page 8

10 THURSDAY, SEPTEMBER 27 (CONTINUED) 1:15PM 2:15PM Habit Stacking-Routines, Rituals & Responses This workshop, presented by Dr. Debbie Phillips of The Quadrillion, focuses on how to effectively create a routine that sets us up for success, outlines powerful rituals that successful people have in common and offers strategies for responding in a manner that is clear, effective, and confident. Topics include: Core principles for creating routines that can reboot your success; strategies for identifying critical steps that eliminate; essential elements necessary for identifying your gifts and making your best contributions; techniques for overcoming fear and becoming an independent thinker, and a checklist for self-coaching and crushing your inner critic. 2:15PM 2:30PM Break 2:30PM 3:30PM Equity Market Forum This informal forum will allow investors to share their insights about working with members in the current equity market and what the future may hold for tax credit investment. Topics include: market activity, pricing, yields, re-emergence of Fannie Mae and Freddie Mac into the market, CRA, and BEAT (Base Erosion and Anti-Abuse Tax). Housing As a Platform for Improving Resident Outcomes Panelists will discuss how they assessed the needs of residents and worked with the broader community to provide a suite of services to better the lives of residents and mitigate the rate of evictions. Leave with an understanding of the type of data and strategies used throughout these endeavors so that you can replicate these successes throughout your portfolio. Continued on next page 9

11 THURSDAY, SEPTEMBER 27 (CONTINUED) Sponsored by 2:30PM 3:30PM Winning Attitudes: Becoming a Person of Influence Every employee is either an asset or a liability! Investing in top performers can make a huge impact on the organization. Those people generally influence others to a higher degree. This session, presented by Dr. Debbie Phillips, outlines the daily dozen attributes of a person with influence. Topics include: Building effective teams; sharing information for organizational success; motivation through effective management; six secrets to effective negotiation; and maximizing income and shareholder value. 3:30PM 3:45PM Refreshment Break 3:45PM 4:45PM Advanced Tax Credit Issues You ve taken Tax Credits 101. Now you want to build on that and better understand what all the lawyers and accountants are focusing on as emerging issues and trends. Tax reform has produced its own set of issues and the tax credit program itself continues to evolve. Practitioners will discuss how people are dealing with changes that may affect existing deals as well as pending deals. Relationship Counseling Development and Asset Management don t always see eye-to-eye. Dr. Debbie Phillips will facilitate this playful counseling session that will marry together representatives from the Development and Asset Management perspectives, and explore their different approaches and thinking around deal underwriting and operational issues. Continued on next page 10

12 THURSDAY, SEPTEMBER 27 (CONTINUED) Sponsored by 3:45PM 4:45PM Developing Emerging Leaders: Keys to Organizational Sustainability Ensure your organization s sustainability through strategic development of emerging leaders. This session will focus on three main topics: the importance and urgency of developing emerging leaders, how to engage them in the workplace and learn what they find valuable, and understanding the concept of mentorships and how to form those within. Learn how to retain your next generation of leaders and preserve institutional knowledge and experience. 5:00PM 7:30PM Special Event Reception at Top of the Hub Prudential Building Top of the Hub Prudential Tower, Floor Boylston Street Boston MA FRIDAY, SEPTEMBER 28 Sponsored by 8:00AM 11:00AM Registration and Information Desk 7:30AM 8:30AM Buffet Breakfast 8:30AM 9:30AM Investing for Impact Beyond LIHTC members certainly haven t abandoned their tax credit syndication roots but they are expanding their offerings and diversifying. This evolution has come as opportunities have presented themselves and it has come out of necessity. Oftentimes these new ventures are measured by the positive social or environmental impact that these initiatives produce. This discussion will be led by organizations that have been particularly proactive in broadening their offerings. Continued on next page 11

13 FRIDAY, SEPTEMBER 28 (CONTINUED) 8:30AM 9:30AM Share your Tool Belt During this session, groups will share forms,.xls workbooks or other useful tools or ideas that enable them to better perform their job function. Florida Project-Movie (this movie continues at the 9:45 session) Set on a stretch of highway in a budget motel managed by Bobby, just outside the imagined utopia of Disney World, The Florida Project follows 6-yearold Moonee and her rebellious mother over the course of a single summer. The movie portrays the depth of emotions of those living in poverty on the edge of paradise. 9:30AM 9:45AM Refreshment Break 9:45AM 10:45AM The Convergence of Health and Housing Practitioners in both the healthcare and affordable housing industries are becoming increasingly aware of the importance of safe, stable, supportive housing as a social determinant of health. At this panel we will learn how one local hospital, Boston Medical Center (BMC), came to the decision to invest $6.5 million in local housing initiatives. We ll hear from Dr. Megan Sandel, a BMC pediatrician and principal investigator at Children s HealthWatch, who has studied housing insecurity for decades and two of the non-profit organizations to which BMC provided funding. Continued on next page 12

14 FRIDAY, SEPTEMBER 28 (CONTINUED) Sponsored by 9:45AM 10:45AM Devising An Action Plan for Future Leaders Come roll up your sleeves and create an action plan for developing the next generation of leaders in your organization. Speakers will facilitate a process where you will learn how to: 1. Leverage a tool to identify who specifically are your high potential emerging leaders. 2. Identify the gaps between where those leaders skills are today and what skills or experience need to be developed. 3. Create an action plan with specific ideas for development that will increase readiness and benchstrength. Florida Project-Movie (continued from previous session) Set on a stretch of highway in a budget motel managed by Bobby, just outside the imagined utopia of Disney World, The Florida Project follows 6-yearold Moonee and her rebellious mother over the course of a single summer. The movie portrays the depth of emotions of those living in poverty on the edge of paradise. 10:45AM 11:00AM Break 11:00AM 12:00PM NCSHA Best Practices NCSHA formally updated their best practices late in This panel will explore what changes were made and what the impact may be in the coming years as HFA s modify their QAPs. Continued on next page 13

15 FRIDAY, SEPTEMBER 28 (CONTINUED) Sponsored by 11:00AM 12:00PM Joint Center for Housing Studies Join us as Daniel McCue, Senior Research Associate at Harvard s Joint Center for Housing Studies and lead author of the Center s 2018 The State of the Nation s Housing, presents key findings of that report, followed by Q&A. Per the Center s website: The report describes key trends in both national and metro-level homeownership and rental markets, and reviews key economic and demographic trends that are shaping current and future demand in those markets. The 30th anniversary report also examines how some of today s conditions echo the past and are a yardstick for the progress we as a nation have and have not made in fulfilling the promise of a decent, affordable home for all. CDFI Is It For You? So you want to create a CDFI? Learn how these practitioners have used CDFI status to generate revenue, strengthen relationships and expand product lines. 14

16 LEXINGTON CONCORD CAMBRIDGE WASHROOMS TERRACE OPEN ATRIUM FOYER IPSWICH ADRIENNE SALON GRAND BALLROOM MARLBOROUGH PLYMOUTH DEDHAM STURBRIDGE DUXBURY HOTEL MAP 15

17 Registration Form 25th Annual Conference REGISTER ONLINE: To register with payment by credit card, please visit and click on the 2018 Conference Registration link. For questions regarding registration, please contact Kathie Bowen at or To register by mail with payment by check, please reproduce this form for each conference attendee and send completed two-page form(s) with payment to:, 1970 Broadway, Suite 250 Oakland, CA Tel: Fax: Name (as it will appear on badge) Organization Address City State Zip Phone Fax ACTIVITIES (Please check each of the following activities you plan to attend) WEDNESDAY, SEPTEMBER 26 Networking Reception: Ballroom Terrace Cocktail party and hors d oeuvres (included in registration fee) THURSDAY, SEPTEMBER 27 Lunch and Annual Business Meeting (included in registration fee) Evening Event: Reception at Top of the Hub Prudential Building (included in registration fee) Evening Event Guest ($100 per person) Name of Guest For Active Members Only TUESDAY, SEPTEMBER 25 Executive Directors Dinner (Spouses Welcome) Name of Spouse WEDNESDAY, SEPTEMBER 26 Finance Directors and Fund Managers Meeting (only two people per organization) Asset Management Directors Meeting Emerging Leaders Roundtable (only two people per organization) REGISTRATION FORM 16

18 Name SESSION REGISTRATION (Please select one session per time slot) WEDNESDAY, SEPTEMBER 26 9:00AM 11:00AM Y15 Roundtable 2:00PM 4:00PM Underwriting Roundtable Investor Reporting Roundtable THURSDAY, SEPTEMBER 27 9:00AM 9:30AM Welcome and Opening Remarks 9:30AM 11:30AM Opening Plenary 1:15PM 2:15PM From NIMBY to YIMBY The Tax Credit Power Hour Habit Stacking-Routines, Rituals & Responses 2:30PM 3:30PM Equity Market Forum Housing As a Platform for Improving Resident Outcomes Winning Attitudes: Becoming a Person of Influence THURSDAY, SEPTEMBER 27 (CONTINUED) 3:45PM 4:45PM Advanced Tax Credit Issues Relationship Counseling Developing Emerging Leaders: Keys to Organizational Sustainability FRIDAY, SEPTEMBER 28 8:30AM 9:30AM Investing for Impact Beyond LIHTC Share your Tool Belt Florida Project-Movie 9:45AM 10:45AM The Convergence of Health and Housing Devising an Action Plan for Future Leaders Florida Project-Movie 11:00AM 12:00PM NCSHA Best Practices Joint Center for Housing Studies CDFI Is It For You? REGISTRATION FEE By 8/28 After 8/28 Total Member $450 $500 Non-Member $550 $600 REFUNDS/CANCELLATIONS/NO-SHOWS All cancellations must be received in writing by August 28, 2018 to receive a refund. No refunds will be processed after August 28. Refunds will not be issued for no-shows. Please send any cancellations to Kathie Bowen at kbowen@occh.org. SPEAKER AND SPONSOR REGISTRATIONS Please complete the information below if it applies: I am a non- Member speaker (complimentary registration) I am a $10,000 sponsor (four complimentary registrations) I am a $6,000 sponsor (three complimentary registrations) I am a $4,500 sponsor (two complimentary registrations) I am a $3,000 sponsor (one complimentary registration) REGISTRATION FORM 17

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[Type text] [Type text] The annual Harris Customer Training Conference provides an intense three-day learning opportunity for you to increase technical know-how, leverage best practices from industry peers,