Early Registration Ends August 28, 2018 - NASLEF · Early Registration Ends August 28, 2018 Join the National Association of State and Local Equity Funds (NASLEF) ... Registering

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1NASLEF Registration BrochureSPONSORS

To register today, please visit www.naslef.org and click on the 2018 NASLEF Conference Registration link or complete the attached form.

Early Registration Ends August 28, 2018

Join the National Association of State and Local Equity Funds (NASLEF) 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.

Join Us!

Hyatt Regency BostonOne Avenue de Lafayette Boston, Massachusetts 02111 (614) 912-1234

For more than 25 years, the National Association of State and Local Equity Funds (NASLEF), has operated as a professional, nonprofit association formed to promote the efficient management of state and local equity funds. Throughout 41 states, NASLEF 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.

Local Presence, National Impact

Register Now!

2NASLEF Registration BrochureREGISTRATION INFORMATION

DRESSDress is business casual for all meetings, sessions, and events.

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.

A block of hotel rooms has been secured at the Hyatt Regency Boston, a first-class 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.

Visit https://aws.passkey.com/go/NSAL 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 Information

Hyatt Regency BostonOne Avenue de Lafayette Boston, Massachusetts 02111 (614) 912-1234

HOTEL PARKINGValet parking is available for $55 daily.

Self-parking and hourly parking are also available.

Boston Logan International Airport (BOS)One Harborside DriveBoston, MA 02128800-235-6426

Airport Information

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.

3NASLEF Registration BrochureGENERAL INFORMATION

Accessed via airport terminals to South Station, 0.5 miles from hotel.

Transportation

TAXI MBTATravel time is 15 to 30 minutes, depending on traffic; approximately $25 to/from Logan International.

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.

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.

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.

SILVER LINE BUS

SEPTEMBER 26, 2018 5:00PM – 6:30PM

SPONSORED BY:

SPONSORED BY:SEPTEMBER 27, 2018 5:00PM – 7:30PM

Logan International Airport is located 4 miles from the hotel.

Ballroom TerraceHyatt Regency Boston

Top of the Hub & Skywalk ObservatoryPrudential Tower, Floor 52800 Boylston StreetBoston MA 02199

Networking Receptions

4NASLEF Registration BrochureSPECIAL EVENTS

TUESDAY, SEPTEMBER 25

7:00PM – 9:00PM NASLEF Executive Directors’ Dinner

Sponsored by

WEDNESDAY, SEPTEMBER 26

8:00AM – 4:00PM

8:00AM – 9:00AM

9:00AM – 12:00PM

12:00PM – 2:00PM

10:30AM – 10:45AM

2:00PM – 4:00PM

Registration and Information Desk

Continental Breakfast

Finance Directors’ and Fund Managers’ Meeting (Limited to two people per organization)

This session allows NASLEF Active Member Finance Directors and Fund Managers to informally discuss the state of the industry, emerging trends, and challenges and issues.

NASLEF Executive Directors’ Luncheon Meeting (NASLEF Active Member Executive Directors Only)

Refreshment Break

Emerging Leaders Roundtable (Limited to 2 people per NASLEF Active Member organization)

Roundtable discussion for the emerging leaders in affordable housing. Network with other professionals, share your experiences, and help shape NASLEF for years to come.

Asset Management Directors’ Meeting

This session is a Roundtable discussion for NASLEF Active Member Asset Management Directors to discuss trends, challenges, and opportunities in asset management.

Sponsored by

For NASLEF Active Members Only

5NASLEF Registration BrochureCONFERENCE SCHEDULE


9:00AM – 11:00AM Y15 Roundtable

The expectation was that the investor would exit the deal after the compliance period. Easier said than done. NASLEF 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

2:00PM – 4:00PM

5:00PM – 6:30PM

3:00PM – 3:15PM

Attendee Lunch on Your Own

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.

Networking Reception: Hyatt Regency Ballroom Terrace

Refreshment Break

Investor Reporting Roundtable

Attend this roundtable session to learn how other NASLEF 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.

Special Event

Sponsored by

Open to all attendees


THURSDAY, SEPTEMBER 27

8:00AM – 4:00PM

8:00AM – 9:00AM

9:00AM – 9:30AM

9:30AM – 11:30AM

11:30AM – 1:00PM


Continental Breakfast

Welcome and Opening Remarks

Hal Keller, NASLEF President Ohio Capital Corporation for Housing

Peter Sargent, Conference Host Massachusetts Housing Investment Corporation

Chrystal Kornegay, Executive Director MassHousing

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

Lunch and Annual Business Meeting

Sponsored by

Continued on next page


THURSDAY, SEPTEMBER 27 (CONTINUED)

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

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 NASLEF 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.




1:15PM – 2:15PM

2:30PM – 3:30PM

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.

Equity Market Forum

This informal forum will allow investors to share their insights about working with NASLEF 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.

2:15PM – 2:30PM Break




2:30PM – 3:30PM

3:45PM – 4:45PM

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.

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.

3:30PM – 3:45PM Refreshment Break

Sponsored by




5:00PM – 7:30PM Reception at Top of the Hub Prudential Building

Sponsored by

Top of the HubPrudential Tower, Floor 52800 Boylston StreetBoston MA 02199

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 NASLEF. Learn how to retain your next generation of leaders and preserve institutional knowledge and experience.

3:45PM – 4:45PM

FRIDAY, SEPTEMBER 28

8:00AM – 11:00AM

7:30AM – 8:30AM


Buffet Breakfast

8:30AM – 9:30AM Investing for Impact — Beyond LIHTC

NASLEF 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 NASLEF organizations that have been particularly proactive in broadening their offerings.

Sponsored by

Special Event



FRIDAY, SEPTEMBER 28 (CONTINUED)

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-year-old 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.

9:45AM – 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.

9:30AM – 9:45AM Refreshment Break


8:30AM – 9:30AM Share your Tool Belt

During this session, NASLEF groups will share forms, .xls workbooks or other useful tools or ideas that enable them to better perform their job function.



FRIDAY, SEPTEMBER 28 (CONTINUED) Sponsored by

11:00AM – 12:00PM

10:45AM – 11:00AM

NCSHA Best Practices

NCSHA formally updated their ‘best practices’ late in 2017. This panel will explore what changes were made and what the impact may be in the coming years as HFA’s modify their QAPs.

Break

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-year-old 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.

9:45AM – 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 bench-strength.



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.

FRIDAY, SEPTEMBER 28 (CONTINUED) Sponsored by


LEXINGTON CONCORD CAMBRIDGE

GRAND BALLROOM

ADRIENNESALON

TERRACE

OPEN ATRIUM

FOYER

WASHROOMS

MARLBOROUGH

PLYMOUTH

STURBRIDGEDEDHAM

DUXBURY

IPSWICH

15NASLEF Registration BrochureHOTEL MAP

Registration Form

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:

NASLEF, 1970 Broadway, Suite 250 Oakland, CA 94612

Tel: 510.444.1101 | Fax: 510.444.7874

REGISTER ONLINE: To register with payment by credit card, please visit www.naslef.org and click on the 2018 NASLEF Conference Registration link.

For questions regarding registration, please contact Kathie Bowen at 614-224-8446 or [email protected].

25th Annual NASLEF Conference

Name (as it will appear on badge)

Address

Phone Fax Email

City State Zip

Organization

ACTIVITIES (Please check each of the following activities you plan to attend)

Lunch and Annual Business Meeting (included in registration fee)

Evening Event: Reception at Top of the Hub Prudential Building (included in registration fee)

Networking Reception: Ballroom Terrace Cocktail party and hors d’oeuvres (included in registration fee)



For NASLEF Active Members Only

Name of Guest

Evening Event Guest ($100 per person)

NASLEF Executive Directors’ Dinner (Spouses Welcome)

TUESDAY, SEPTEMBER 25

Name of Spouse

Finance Directors’ and Fund Managers’ Meeting (only two people per organization)

Asset Management Directors’ Meeting

Emerging Leaders Roundtable (only two people per organization)


16NASLEF Registration BrochureREGISTRATION FORM

SESSION REGISTRATION (Please select one session per time slot)

SPEAKER AND SPONSOR REGISTRATIONSREGISTRATION FEE

Y15 Roundtable

Opening Plenary

Welcome and Opening Remarks

Underwriting Roundtable

Investor Reporting Roundtable




9:00AM – 11:00AM

9:30AM – 11:30AM

9:00AM – 9:30AM

2:00PM – 4:00PM

From NIMBY to YIMBY

I am a non-NASLEF Member speaker (complimentary registration)

I am a $10,000 sponsor (four complimentary registrations)

NASLEF Member $450 $500

Non-Member $550 $600

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)

Equity Market Forum

The Tax Credit Power Hour

Housing As a Platform for Improving Resident Outcomes

Habit Stacking-Routines, Rituals & Responses

Winning Attitudes: Becoming a Person of Influence

1:15PM – 2:15PM

Please complete the information below if it applies:By 8/28 After 8/28 Total

FRIDAY, SEPTEMBER 28

The Convergence of Health and Housing

NCSHA Best Practices

Investing for Impact — Beyond LIHTC

Devising an Action Plan for Future Leaders

Joint Center for Housing Studies

Share your Tool Belt

Florida Project-Movie

CDFI—Is It For You?

Florida Project-Movie

9:45AM – 10:45AM

11:00AM – 12:00PM

8:30AM – 9:30AM

Advanced Tax Credit Issues

Relationship Counseling

Developing Emerging Leaders: Keys to Organizational Sustainability

3:45PM – 4:45PM

2:30PM – 3:30PM

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 [email protected].

Name

17NASLEF Registration BrochureREGISTRATION FORM

Documents

Early Registration Ends August 28, 2018 - NASLEF · Early Registration Ends August 28, 2018 Join the National Association of State and Local Equity Funds (NASLEF) ... Registering