Agenda at a glance

Monday, April 9

6-8 p.m. Welcome reception – a networking opportunity for
conference attendees

 

Tuesday, April 10 – first day of conference sessions

7:30-9 a.m. Breakfast buffet and check-in at registration tables
9:00 a.m. Welcome and introductions
9:30 a.m. Building Your Community: Affordable Housing
10:45 a.m. Break
11 a.m. First Things First: Assessing Housing Needs
Noon Lunch buffet
1 p.m. Interactive Design Charette
2 p.m. Successful Tribal Developers: Where Are They Now?
3 p.m. Snack Break
3:15 p.m. How to Succeed in Asset Management & Compliance
4:30 p.m. Small-Group Sessions: Affordable Housing Development Brainstorming & Opportunities

 

Wednesday, April 11 – second day of sessions

7:30-9 a.m. Breakfast buffet and check-in at registration tables
9 a.m. Building Your Community: Economic Development
10:15 a.m. Break
10:30 a.m. NMTC Development Case Study with Choctaw Nation of Oklahoma
11:30 a.m. Impact of Tax Reform in Indian Country and Beyond
Noon Lunch buffet | Superhero Awards Ceremony
1 p.m. Dialogue with Susan S. White: The Power of SRI for Indian Country
2 p.m. Beyond the Credit: Conversion to Homeownership
3 p.m. Snack Break
3:15 p.m. Sustainable, Responsible, Impact Investments Panel
4:15 p.m. Closing remarks, raffle drawings, conference concludes
4:30 p.m. Small-Group Sessions: Economic Development and Impact Investments Brainstorming & Opportunities

 

Session descriptions

Building Your Community: Affordable Housing

Bryan Schuler and Mike Price will provide an introduction to the Low Income Housing Tax Credit (LIHTC) program with specific focus on understanding the financial considerations and compliance requirements. Learn how your tribe can leverage tax credits to build your community, reduce waiting lists and provide homes for your tribal members.

First Things First: Assessing Housing Needs

You’d like to take advantage of funding mechanisms like the Low Income Housing Tax Credit (LIHTC) program to build new housing and/or renovate existing housing in your community, but where do you begin? This engaging group of panelists will tell you how they determined their community housing needs and transformed those needs into reality.

Interactive Design Charette

Lauren DuCharme and Ashley Bland will share inspiration photos and talk about how to dream big and then apply those dreams to reality. We’ll examine a number of tribal affordable housing projects and talk about how the initial architectural design process informs the final output. Many experienced project developers will be in the room and can provide feedback on their experience using tax credits to create efficient, beautiful and quality housing. This session will close with a discussion on project delivery methods, with introduction and discussion of the construction management format.

Successful Tribal Developers: Where Are They Now?

We will check in on the progress of LIHTC developments with the Prairie Band Potawatomi Nation and Yavapai-Apache Nation Tribal Housing. Has construction gone smoothly? How are the residents enjoying their new homes? Find out the answers to these questions and more during this hour with two power developers.

How to Succeed in Asset Management & Compliance

Mike Price, Crystal Banks-Mann and a panel of seasoned investors discuss asset management and compliance best practices, construction, 8609s, final pay and everything in between. Learn important action items to keep your project running smoothly from start to finish and even after it reaches year 15.

Small-Group Sessions – Affordable Housing Development Brainstorming & Opportunities

Do you want to know what a 32-unit new construction project may look like financed with tax credits? Do you have an idea for a renovation project that you’d like to discuss? Or do you simply want more detail on the LIHTC program? Use this time as an opportunity to meet one-on-one with a Travois team member to model a project and brainstorm opportunities.

Building Your Community: Economic Development

Phil Glynn and Michael Bland will cover the essential components of New Markets Tax Credit (NMTC) developments, which can be used to finance health care facilities, government and administration buildings, manufacturing centers, renewable energy systems, and other infrastructure, essential services and businesses. We’ll discuss what to keep in mind regarding project location, eligibility of projects, investor requirements and many more details.

NMTC Development Case Study with Choctaw Nation of Oklahoma

Matthew Bland will discuss the Choctaw Nation of Oklahoma’s Durant Wellness Center, a recent economic development project, with a panel of industry partners. He will describe the steps that were taken, the hurdles the tribe overcame, and the benefits of using New Markets Tax Credits (NMTC) for this highly impactful Indian Country project.

Impact of Tax Reform in Indian Country and Beyond

Join us to hear how the 2017 Tax Cuts and Jobs Act affects affordable housing and economic development in Indian Country and beyond. We will hear from a panel of policy and accounting experts to help us understand the pros and cons and what it all means for your organization.

Dialogue with Susan S. White: The Power of SRI for Indian Country

Phil Glynn and Eva Schulte will facilitate a conversation between the audience and Susan S. White about Sustainable Responsible Impact (SRI) Investing. Susan is the director of the Oneida Trust Enrollment Department at the Oneida Nation of Wisconsin, and she maintains the trust’s SRI philosophy by coordinating shareholder activism for indigenous peoples’ rights and well-being when affected by corporations.

Beyond the Credit: Conversion to Homeownership

Mike Price will discuss homeownership opportunities offered through the Low Income Housing Tax Credit (LIHTC) program. He will review the process – what to consider when applying for LIHTCs and up through the conversion process – to show how units can be transferred to homeowners after Year 15. Mike will also highlight successful developments and developers who have experience with the process.

Sustainable, Responsible, Impact Investments Panel

Eva Schulte will moderate a panel discussion about SRI with a focus on bringing financial resources to Indian Country for new economic, housing and community development. The panel will feature a diverse array of industry thought leaders. The audience will have a chance to learn about how SRI aligns with local development goals.

Small-Group Sessions: Economic Development and Impact Investments Brainstorming & Opportunities

Do you have an idea for economic development that’s needed in your community? Let’s talk through whether the New Markets Tax Credit (NMTC) program or Impact Investments are an option for financing it. Do you need additional ideas for financing sources you could combine to move your development forward? Use this time to meet in small groups with a Travois team member to brainstorm opportunities.

 

Questions? Email comm@travois.com or call 816-994-8970.