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2002 Asset Management Conference
Preliminary
Agenda
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| Thursday,
April 18th |
| 7:30 -
8:30am |
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Continental Breakfast/Registration |
| 8:30 -
9:30am |
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Welcome - Deborah Saweuyer-Parks,
Homestead Capital
Key Note Address - Melanie Herman, Nonprofit Risk
Management Center |
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-- Track 1
and Track 2 sessions run concurrently -- |
| 9:45 -
11:15am |
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Track 1 - Transitioning Projects from
Acquisition to Asset Management
Speakers: Yolanda Nelson, Fannie Mae;
Maria Duarte, Merritt Community Capital Corp.; Todd Cromwell, Ohio Capital
Corp. for Housing
Track 2 - Assessing the Capacity of a Property
Management Company
Speakers: Suzanne Vice, California Tax Credit
Allocation Committee; Sister Patsy Harney, Mercy Housing; Martha Hoskins,
Chicago Equity Fund |
| 11:30 -
12:45pm |
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Lunch |
| 1:00 -
2:00pm |
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Track 1 - Financial Review -
Determining Portfolio Health & Watchlists
Speakers: Ken Hodge,
Fannie Mae; Mike Silver, Deloitte & Touche; John Epstein, Wells Fargo;
Isabel Toth, Ohio Capital Corp. for Housing
Track 2 - Managing the
Manager: Files & Physical Asset
Speakers: Marie Ooten, Homestead
Capital; additional panelists TBA |
| 3:00 -
4:30pm |
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Track 1 - Challenges of
Service-Enriched Housing
Speakers: Katherine Daline, State of Oregon;
Sister Patsy Harney, Mercy Housing; Sharon Nielson, The Nielson
Group
Track 2 - Fair Housing
Speakers: Melanie Shapiro, Ohio
Capital Corp. for Housing; Katherine Coughlin, Fair Housing Institute |
| 5:30 -
9:00pm |
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Please join your host, Homestead Capital,
for a distinctly Northwest dining experience |
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| Friday, April 19th |
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| 7:30 -
8:30am |
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Continental Breakfast |
| 8:30 -
10:00am |
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Track 1 - 8823 Audit Guide Overview and
Its Impact on "Best Practices"
Speakers: Jim Diamond, Homestead Capital;
Kent Rinehart, IRS
Track 2 - Creating a Safe Environment: Defensible
Space
Speakers: Michael Proethe, Portland Development Commission; Gary
Olson, Homestead Capital; Martha Hoskins, Chicago Equity Fund |
| 10:30 -
12:00pm |
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Track 1 - Year 15
Issues
Speakers: Jeff Frankwick, Chicago Equity Fund; additional
panelists TBA
Track 2 - Current Risk Trends
Speakers: Maria
Duarte, Merritt Community Capital Corp.; Al Alvarez, Housing Authorities Risk
Retention Pool; additional panelists TBA |
2002 Asset Management Conference
Roundtable
Descriptions
Acquisition to Asset
Management: A review of various Fund practices regarding the interaction
and information exchange between the acquisition and asset management
functions. It will cover procedures in place for communication between these
functions regarding pre-approval, post-approval and project completion.
Assessing Property Management Firms: A description of how Funds evaluate
property management firms for specific project applications.
Financial Review - Watch Lists and Workouts: A discussion of how
financial reporting and review helps Funds to monitor overall portfolio health.
Fund representatives will address how and if their collection methods
adequately answer the questions regarding portfolio management.
Managing the Manager: A discussion of the education process used by
Funds to ensure the property manager/management company understand the Fund
tenant qualification and reporting requirements as well as physical asset
management.
Challenges of Service Enriched Housing: A
discussion of issues involved in monitoring service enriched housing. It will
discuss the definition of service enriched housing, housing for general and
special needs populations and assisted living facilities.
Fair
Housing: A discussion of protected classes, reasonable accommodations,
design considerations, steering, Section 504 and elderly housing versus family
housing.
Audit Guide Overview: A discussion with the IRS about
its 8823 Audit Guide and its impact on Asset Management Best Practices.
Defensible Space: Information on how Funds can help existing
properties overcome problems related to crime issues through services, design
and cooperation with local public safety agencies.
Year 15
Issues: A discussion of exit strategies, capital needs assessments, reserve
funds and an assessment of current situations versus LP expectations.
Current Risk Trends: A session covering risk trends within the industry
including utility cost allowances, private water quality testing costs, and
determining the appropriate criteria for coverage and new requirements for
insuring projects.
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______________________________________________
NASLEF
12100 Sunset Hills Road, Suite 130
Reston, VA 20190
Phone: (703) 234-4058 Fax: (703) 435-4390
info@naslef.org |
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