NOW! Finance Track

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Wednesday, 1:45PM - 3:15PM

Y15 Low-Income Housing Tax Credit

Learn about issues faced by Low-Income Housing Tax Credits Projects in their 15th year/at the end of their initial compliance period.  Topics will include extended use agreements, preservation (including acquisition/rehabilitation, exit strategies, exit taxation, and trends).  Join in on this discussion with an experienced and diverse panel.


Learning Objectives:

  • Trends of Projects in their 15th year.
  • Exit strategies from the partner’s perspective.
  • Exit taxation from the  partner’s perspective.

Speakers: Bill Callison, Partner, Faegre Baker Daniels LLP; Robert Dicks, VP, PNC Bank; Melissa Chung, Audit/Tax Manager, Novogradac  & Company LLP; Michael Morrison, Partner, Novogradac & Company LLP; Steven Spears, Senior Vice President, Mercy Housing

Wednesday, 3:45PM - 5PM

Colorado's National Housing Trust Fund Program Update

We will provide an update to Colorado’s funding options under the National Housing Trust Fund (NHTF), which targets 30% AMI households. We will cover Colorado’s 2016 and 2017 allocations and who was awarded funds, eligible uses of funds and program requirements, and outlook on future funding.


Learning Objectives:

  •  How NHTF can be used and the State’s distribution strategy.
  • Housing need at 30% AMI in Colorado. 
  • Review initial funding decisions for NHTF funds.

Speakers:  Wayne McClary, Housing Development Specialist, Colorado Division of Housing, Kim Snetzinger, Lead Asset Manager, Colorado Division of Housing; Alisa Wilson,  Housing Development Manager, Colorado Division of Housing

Thursday, 10AM - 11:30AM

National, Regional & Local Perspective of Tax Equity Investors

Seasoned investors and syndicators provide their perspective on the impact of tax reform, the equity market, and what’s in store for the year ahead including an update on Colorado’s state tax credit activity. The panel discusses trends in investing and share ideas on how to structure your deal and finding new ways to raise equity.

Learning Objectives:

  • Help give perspective on the equity markets moving forward.
  • Understanding investment trends.
  • Expectations when accessing the Tax Equity Investor Market.

Speakers: Neal Deaton, Senior Vice President, Wells Fargo; Chris Hite, President, Sugar Creek Capital; Marshall Phillips, Principal, CohnReznick, LLP; Corine Sheridan, VP, Director of Origination, Boston Capital; Tasha Weaver, Manager, Tax Credits, CHFA

Thursday, 1:30PM - 2:45PM

Making 4% Bonds Simple

Learn the current financing products, tools and market used to finance 4% tax credit housing properties.  We will review various programs and how they best fit with different property types.


Learning Objectives:

  • Overview of current financing programs for bond projects.
  • Review current market conditions.
  • Review trends in bond financing.

Speakers: Brian Dale, Managing Director, Citi Community Capital; Wade Norris, Partner, Eichner, Norris & Neumann

Thursday, 3:15PM - 4:30PM

What Do We Do About Soft Loans?

Soft (subordinate / cash flow / residual receipts) loans are critical for many affordable projects.  Most public lenders and affordable developers have some in their portfolios. How can they support mission? How do they work at refi, sale, or Y15? Have we learned any best practices?


Learning Objectives:

  • What do lenders and owners need to think about when making or taking on soft loans?
  • How do soft loans impact an exit process or capital transaction?
  • What do Asset Managers need to watch when there are soft loans in their portfolio?

Speakers: Kimball Crangle, Denver Market President, Gorman USA; Elaine Magil, Assistant Director, Tax Credit Asset Management, LLC; Alisa Wilson,  Housing Development Manager, Colorado Division of Housing

Friday, 10AM - 11:30AM

The Latest on Colorado's Homeless Resources & Strategies

Learn about the state's latest strategies and resources to reduce homelessness throughout Colorado, and how they have changed in relation to the latest federal and state funding and policies. Discuss with peers and experts alike what impact and possibilities exists for your community, agency or project.


Learning Objectives:

  • Colorado’s strategy for helping homeless Coloradans.
  • Changes in federal and state funds.
  • Brainstorm ways to utilize exisiting resources.

Speakers: Katherine Helgerson, Housing Choice Voucher Program Manager, Colorado Division of Housing; Kristin Toombs, Manager, Office of Homeless Initiatives, Colorado Division of Housing; Alisa Wilson, Housing Development Manager, Colorado Division of Housing

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