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Intro Housing Finance WebCourse
May 23-24, 2022
Daily: 12:00 - 5:00 PM Eastern

Register Today

-Overview

The impact of housing on economic development efforts is a critical issue in many communities. By addressing complex housing challenges and opportunities, a community creates valuable assets while also encouraging economic development and social equity. From urban centers, suburban enclaves, and rural cities, communities across the country have numerous tools available to support the development of affordable, market rate, mixed-income, and mixed-use housing. The Intro Housing Finance WebCourse will explore how the development finance toolbox can be utilized to support a myriad of housing challenges and opportunities as well as how development finance agencies can become key partners to housing developments in their community.

The Intro Housing Finance WebCourse will begin with an introduction to the complex world of housing including introducing terminology and landscape of the housing space in community development. During this course, speakers will walk through the multitude of diverse capital sources layered into housing deals based on the type of housing being developed. Attendees will delve into innovative case studies from across U.S. of how investment in an effective housing financing strategy can help drive the success of local economic development.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Register

Course Objectives

  • Be introduced to terminology and the landscape of the housing finance world
  • Understand the role that development finance agencies can play in housing development
  • Learn to layer different types of finance tools to successfully support diverse housing
  • Examine innovative housing finance case studies from across the country
  • Learn the multitude of players involved in housing deals
  • Explore different housing finance options for varying communities and segments of the population

Topics Covered

  • Utilizing taxable and tax-exempt bonds for housing development
  • Financing mixed-use, mixed-income, & affordable housing
  • Utilizing low-income housing tax credits, new markets tax credits, historic tax credits for housing development
  • Effective use of tax increment financing & special assessment to support housing
  • Understanding federal programs that support housing development
  • Identifying partners in housing finance deals

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policy makers

Course Advisor

Anneliese McClurg Anneliese McClurg
Council of Development Finance Agencies
Coordinator, Research & Technical Assistance
Anneliese McClurg is a Coordinator of Research & Technical Assistance at the Council of Development Finance Agencies (CDFA). Anneliese is responsible for working on the Kellogg and USDA grant. This includes research for strategic plans, writing for... (More)
Katie Kramer Katie Kramer
Council of Development Finance Agencies
Vice President
Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational... (More)

-Agenda

Monday, May 23, 2022

Mon 12:00 PM - 12:15 PM
Welcome & Overview
Welcome participants, introduce CDFA, and set the stage for the course.
Speaker(s)
  • Katie Kramer, Vice President, Council of Development Finance Agencies
  • Anneliese McClurg, Coordinator, Research & Technical Assistance, Council of Development Finance Agencies
Mon 12:15 PM - 1:45 PM
Introduction to Housing Finance
To begin the course, we will discuss a brief history of housing finance that will provide context for the issues currently seen in the housing market. We will examine basic terms and vocabulary found in the housing sector including major players, partners, and stakeholders. Speakers will explore market segmentation with a special focus on understanding the differences between market rate, mixed-income, and affordable housing. This session will also provide an introductory overview of the various financing tools available for housing deals.
Speaker(s)
Mon 1:45 PM - 2:00 PM
Break
Mon 2:00 PM - 3:15 PM
Unlocking Federal Programs for Housing Developments
This session will focus on the various financing programs and tools available from federal agencies for housing developments and support. Experts will discuss Fannie Mae, Freddie Mac, and the Federal Home Loan Bank System. We will also explore various financing programs from the U.S. Department of Housing and Urban Development (HUD) and financing strategies to consider for certain types of housing development opportunities.
Speaker(s)
  • ShaDonte Butler, Community Investment Business Development Manager, Federal Home Loan Bank of Atlanta
  • Erik Pechuekonis, Community Planning and Development Specialist, U.S. Department of Housing and Urban Development
  • Seema Thomas, Deputy Director, U.S. Department of Housing and Urban Development
Mon 3:15 PM - 3:30 PM
Break
Mon 3:30 PM - 5:00 PM
Using Bonds & TIF to Facilitate Housing Development
Private activity bonds (PABs) and tax increment financing (TIF) are core development finance tools and can act as powerful catalysts for neighborhood transformation. This session will explore how bonds are used for housing developments, particularly in combination with district-based financing like TIF to invest in communities. Experts will provide case studies of housing deals that feature bonds and TIF.
Speaker(s)
Mon 5:00 PM
Adjourn

Tuesday, May 24, 2022

Tue 12:00 PM - 12:15 PM
Revisiting Day 1
Day 2 will begin with a review of key takeaways from Day 1 and the agenda for the second half of the course.
Speaker(s)
  • Katie Kramer, Vice President, Council of Development Finance Agencies
  • Anneliese McClurg, Coordinator, Research & Technical Assistance, Council of Development Finance Agencies
Tue 12:15 PM - 2:15 PM
Investing in Housing Financing with LIHTC
One of the most powerful financing tools in the development of affordable housing is the Low-Income Housing Tax Credit (LIHTC) program. This session will explore the basics of LIHTC deal structuring and the difference between the 9% and 4% credits. Experts will present case studies during this session to highlight guidelines and best practices.
Speaker(s)
Tue 2:15 PM - 2:30 PM
Break
Tue 2:30 PM - 3:45 PM
Other Tax Credit Programs to Invest in Housing Developments
There are other federal tax credit programs applicable to housing developments, including Historic Tax Credits for renovating historic buildings and New Markets Tax Credits (NMTC) for developing multi-family rental properties and mixed-use developments. Experts will demonstrate how these tools can be used for various types of housing developments and redevelopments, and provide case studies to showcase points of consideration for deal structuring.
Speaker(s)
Tue 3:45 PM - 4:00 PM
Break
Tue 4:00 PM - 5:00 PM
State and Local Financing Programs
Housing authorities are created at the state and local levels to provide capital to support affordable housing development and other community capital needs. This session will examine a few of the diverse programs available for housing development at the state and local levels. Experts will share example programs and projects, as well as the importance of comprehensive housing plans as a part of a community’s larger economic development strategy.
Speaker(s)
  • Katie Kramer, Vice President, Council of Development Finance Agencies
Tue 5:00 PM
Adjourn

-Location


The Intro Housing Finance WebCourse will take place on Zoom. The course will meet each day on May 23-24, 2022 from 12:00-5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the WebCourse.

-Registration

This training course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.

CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate the connection and access. CDFA offers group discounts for organizations that wish to register multiple people.

Register before May 6, 2022 for Early-Bird Rates.
Early Bird Rates
(Ends May 6)
CDFA Member: $550
Non-Member: $825
Standard Rates
(After May 6)
CDFA Member: $600
Non-Member: $875


Register