Publications

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LIHTC Year 15: What’s Next? What’s it worth?
Issue Date: 2013-10-17

Moderator: Celia D. Smoot, LISC
Panelists: Brian Dowling, CDT and John Maneval, NeighborWorks Capital

According to a HUD-sponsored report, the Low Income Housing Tax Credit (LIHTC) has been a significant source of new multifamily housing for more than 20 years, producing more than 2 million units of affordable rental housing since 1987. In the past few years, however, thousands of properties financed through LIHTC have reached their 15th year, becoming eligible to leave the program and thus end rent and income-use restrictions. In the worst-case scenario, more than 1 million LIHTC units could leave the stock of affordable housing by 2020. Many owners hit year 15 and wonder what the next life cycle of the property will be and what the asset is really worth. This workshop will discuss: 1) partnership valuation (GP and LP) and the financing of GP and LP acquisition; 2) property reposition and disposition; and 3) interim financing solutions to address year 15 debt. In all three cases, CDFIs and other lending intermediaries can play a role through technical assistance and creative financing solutions to assist owners in shaping the next 15 years of a LIHTC property.

Track: Housing
Level: Intermediate

Cost:
FREE

Home Mortgages: Regulation and Operations
Issue Date: 2013-10-17

Presenters: Jeff Jaffee, CitiMortgage; Patricia Duarte, NHS of Phoenix; Donovan Walsh, The Financial Services Consulting Group; Carrie Johnson, Center for Responsible Lending; and Thomas Kearney, Consumer Finance Protection Bureau 

What does it take for a CDFI to run a home mortgage operation, from origination to servicing to collections? What are the recent changes in mortgage regulation and how do they impact CDFIs mortgage businesses? Experienced CDFIs and experts from the Consumer Financial Protection Bureau and Citigroup will answer these questions and give you an opportunity to discuss your challenges and concerns.

Track: Consumer Finance 
Level: General

Cost:
FREE

Expansion Strategies for Rural CDFIs
Issue Date: 2013-10-17

Moderator: Shaw Canale, Mountain BizWorks
Presenters: Dave Glaser, Montana CDC and Ray Daffner, Appalachian Regional Commission

CDFIs serving rural markets face a unique set of challenges when trying to grow their organizations and expand their reach. Rural populations are dispersed and declining. The CDFIs that serve them have limited options for accessing capital and are typically smaller than urban CDFIs, creating a perception that their impact is smaller. In this session you’ll learn how two CDFIs have faced these barriers and achieved impressive growth. You’ll also hear from the Appalachian Regional Commission whose recent study of access to capital in the region has led them to collaborate with local CDFIs in a unique way to attract significant new capital to the region.

Track: Coverage
Level: Advanced

Cost:
FREE

Data Tools for Healthy Food Investments
Issue Date: 2013-10-17

Presenters: Christina Szczepanski and Lance Loethen, The Reinvestment Fund; and Amanda Behrens, Maryland Food System Mapping Project

Healthy food access financing is a growing sector with increasing opportunities for funding and investment. However, there are many challenges on how to responsibly invest in opportunities that successfully connect underserved communities to healthy foods. Many successful initiatives have been in part reliant on data tools that offer a way to quantify need and demand in underinvested neighborhoods. This panel offers a look at three data tools adopted at the federal, state and local levels to help determine eligibility for investment. Offering a national perspective, the USDA’s Economic Research Service will discuss the updated food desert data and how it can be used to assess need. The Reinvestment Fund will discuss its Limited Supermarket Access data and how it provides a framework for determining eligibility for projects financed through a food access initiative. At the local level, learn about how the Johns Hopkins Center for a Livable Future is helping the City of Baltimore use data for its food retail initiative.

Track: Healthy Foods 
Level: Intermediate

Cost:
FREE

Securing the Support of Individual Donors
Issue Date: 2013-10-16

Presenter: Alan Cantor, Alan Cantor Consulting LLC and Mary Beth Bunge, Alternatives Federal Credit Union

Government grants are getting smaller and the reporting requirements are getting more onerous. Competition is rising for grants from foundations and corporations. Are CDFIs missing a huge opportunity? They surely are. Over 80% of donations to nonprofits in the U.S. come from individuals. Though a CDFI is not a traditional kind of charity like a university or a museum, you too can attract gifts from individuals. Come hear from a CDFI who has successfully done just that, and learn how the rules of the fundraising game can be applied and adapted for CDFIs.

Track: Financial Resources
Level: General

Cost:
FREE

Introduction to Financing Cooperative Enterprises
Issue Date: 2013-10-16

Presenters: Betsy Black, Cooperative Fund of New England; Brenda Pfahnl, Northcountry Cooperative Development Fund; Margaret Lund, Co-opera Co; and Mark Fick, Chicago Community Loan Fund

For decades, cooperatives have successfully provided permanently affordable housing. More recently, communities are using cooperative models to strengthen their local economy with social enterprises and worker-owned businesses. CDFIs can play an important role in assisting these community controlled development models by financing their real estate, working capital, and equipment needs. This session starts with an overview of common cooperative structures and their economic impact in the United States. We’ll then turn to underwriting worker-owned, producer-owned, and consumer-owned businesses. Special attention will be given to retail food cooperatives, which have become a popular tool to address food security and healthy food access. You’ll come away from the session with an appreciation for this impactful business model and the issues and best practices to consider when underwriting cooperatives. You will also have the opportunity to meet local cooperative businesses and learn about their financing needs during a networking session directly following (5:30-6:15 PM).

Track: Small Business
Level: General
 

Cost:
FREE

Innovations in Credit Union and Community Partnerships
Issue Date: 2013-10-16

Presenters: Alan Branson, Hope Credit Union; Pablo DeFilippi, National Federation of Community Development Credit Unions; and Dave Prosser, Freedom First Credit Union

In this speed-dating style session, participants will explore four different models of partnerships between community development credit unions (CDCUs) and community service providers/small businesses. Presenters will describe current programs such as on-site credit union services, credit union/non-profit joint project development, and online/mobile-based strategies. Presenters represent CDCUs from diverse markets – urban, rural, and mixed. Participants will learn how: 1) community organizations can partner with CDCUs to improve services and outcomes to clients and the community; 2) CDFI loan funds can increase the impact of loans made to community service providers and small businesses; and 3) CDCUs can use different partnership models to reach new members and serve the larger community.

Track: Collaborations
Level: General

Cost:
FREE

Increasing your CDFI's Resilience through Business Continuation Planning
Issue Date: 2013-10-16

Presenter: Adina Abramowitz, Consulting for Change

Many CDFIs have completed a succession plan for the CEO or Executive Director. Yet organizations depend on the unique knowledge and relationships of many managers. This hands-on workshop will provide you with tools to identify and resolve vulnerabilities if any of your key managers were to leave the organization. These actions will make your organization more resilient and flexible, and give junior staff opportunities to learn and grow.

Track: Organizational Capacity
Level: Introductory

Cost:
FREE

CDFIs and the FHLB System: What's Next?
Issue Date: 2013-10-16

Presenters: Cheryl Neas, Opportunity Finance Network and Laura Buxbaum, CEI

In the five years since Congress granted non-regulated CDFIs membership in the Federal Home Loan Bank system, CDFI participation in the System has grown each year. The CDFI industry’s work with FHLBs and our approaches to overcoming obstacles have also evolved. Join a discussion of successes and challenges, talk about public policy strategies, and find out how you can best participate in the FHLB system and the industry network around it.

Track: Financial Resources
Level: Advanced

Cost:
FREE

The US Financial Diaries: What We're Learning
Issue Date: 2013-10-16

Moderator: Brandee McHale, Citi 
Panelists: Tim Ogden, Financial Access Initiative; Nancy Castillo, U.S. Financial Diaries; and Joshua Sledge, CFSI 

Take a timely look at how low- and moderate-income families are managing their financial lives. Lead Investigators from the US Financial Diaries project will present data gathered from the field. Attendees will get an intimate look at the finances of three struggling households. The audience will have the opportunity to brainstorm practical solutions for the households in discussion.

Track: Consumer Finance 
Level: General

Cost:
FREE

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