On May 18-22, registered attendees will receive daily emails with instructions to join the live sessions. 

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Monday, May 18

Updates from the Hill

1:00-2:00 p.m. CST

After significant advocacy from leaders like you all over Indian Country, Congress took a step toward providing resources and emergency aid to tribal communities. Join Elizabeth Glynn, Phil Glynn and Mike Price discuss the latest updates; including the Coronavirus Aid, Relief, and Economic Security (CARES) Act and the funding provided to help small businesses, schools, and communities. The CARES Act includes $305 million in supplemental funding to the U.S. Department of Housing and Urban Development (HUD) for tribal housing and community development.

Elizabeth Glynn Phil Glynn Mike Price

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Navigating new COVID-19 guidelines for asset management and compliance

3:00-4:00 p.m. CST

Deciphering the information provided in the endless amounts of emails can be overwhelming. Kari Hutchison and Mike Price will breakdown the most recent guidance from housing finance agencies and equity investors to help you maintain compliance with state and federal regulations.

Kari Hutchison Mike Price

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Tuesday, May 19

A place to start: Master planning and financial structuring

1:00-2:00 p.m. CST

Scarce resources and abundant housing needs (and no shortage of opinions) are common. And combined, can make it challenging to decide where to start. Assessing your community’s needs, defining and articulating community goals, and prioritizing and creating a master plan are critical steps to take before initiating a development. Using Travois’ wealth of knowledge in funding sources — coupled with market research — we can produce a data driven road map to make your master plans a reality. You will start thinking past development cost assumptions to how the project will operate to be sustainable for the long term. This session will give an overview of strategies and tools to help drive decision-making, build credibility, support and excitement, and help you move forward in structuring a financially viable and sustainable project. 

Zach Higgins Adam Rose

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Low Income Housing Tax Credits 101: The basics of development and compliance

3:00-4:00 p.m. CST

Bryan Schuler, Alexandria Murnan and Mike Price will introduce the Low Income Housing Tax Credit (LIHTC) program with specific focus on understanding the financial considerations and compliance, reporting and inspection requirements. Learn how your tribe can leverage tax credits to build new housing or rehabilitate existing housing in your community, reduce waiting lists and provide homes for your tribal members. Developments can be tailored to provide housing for low-income, extremely low-income, families, elders, workforce, special needs populations and students, and at the same time, can fund community buildings and amenities.

Alexandria Murnan
Bryan Schuler Alexandria Murnan Mike Price

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Wednesday, May 20

NMTC 101: Using New Markets Tax Credits to build your community

10:00-11:00 a.m. CST

Phil Glynn, Ben Alderton (USBCDC) and Ingrid VanBiber (Polsinelli) 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.

Phil Glynn Ben Alderton Ingrid VanBiber

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Leveraging grants into non-competitive tax credit funding

1:00-2:00 p.m. CST

Learning how to use all the tools in the “housing finance toolbox” can greatly expand a tribe’s ability to meet housing needs. Join Casey Cline and Adam Rose for an in-depth look at how to leverage other grant funds and resources (including Competitive IHBG Awards) into non-competitive tax credits. These tax credits, sometimes referred to as part of the 4% bond program, are easier to obtain than competitive 9% credits and though may not provide as much funding, can still provide significant leveraging funds to offset project costs.   

Casey Cline Adam Rose

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Impact investing: Loans for infrastructure that supports affordable housing 

3:00-4:00 p.m. CST

Phil Glynn and Adam Rose will explain opportunities to attract impact investors who can bring financial resources to Indian Country for new economic, housing and community development. He’ll cover the different types of investors and how to find them, what kinds of developments they are interested in and more. In addition, he will give an overview of how tribes can use an environmental, social and governance framework to more powerfully position projects with investors. He’ll explain the long-term benefits and why tribal organizations might want to include impact investments as a blended value with tax credit projects or flexible financing for priority developments.

Phil Glynn Adam Rose

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Thursday, May 21

Architectural design for affordable housing and community development

1:00-2:00 p.m. CST

Ashley Bland and Adam Teefey, representatives from our in-house architectural team, will walk through the typical design process and provide pointers on how to adapt a traditional design process to LIHTC and other grant funding cycles. We’ll touch on green design and how it can be adapted to affordable design, and provide case studies of successful tribal projects for inspiration.

Ashley Bland Adam Teefey

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Asset management and compliance best practices

3:00-4:00 p.m. CST

Crystal Banks-Mann, Rachel Nass and Tina Pater will discuss asset management and compliance best practices, construction, 8609s, final pays and everything in between. Learn important action items to keep your development running smoothly from start to finish and even after it reaches year 15.

Crystal Banks-Mann Rachel Nass Tina Pater

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Friday, May 22

Building dreams: Spotlight on Tribal housing developments in California and Arizona

1:00-2:00 p.m. CST

Our clients have continued success using the Low Income Housing Tax Credit program to build homes for community members. In this session, Melanie Brewer and Trent Rogers will spotlight clients using LIHTC in California and Arizona, and provide an overview of each development: application, design, construction and move-in. Client developments featured are Quechan Housing Authority and the Yurok Indian Housing Authority in California and the Tohono O’odham Ki:Ki Association and the White Mountain Apache Housing Authority in Arizona. 

Melanie Brewer Trent Rogers

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NMTC case study: Ho-Chunk Inc. and the Winnebago Tribe

3:00-4:00 p.m. CST

Clients often ask us if it is possible to do more than one NMTC project. The answer is yes. The Winnebago Reservation is a great example of a place that has employed the NMTC program to do multiple community development projects. The Tribe used NMTCs to bring the first Educare School to Tribal lands. The Tribe’s economic development arm—Ho-Chunk, Inc.—has used NMTCs to build mixed-use and infrastructure projects to grow the Tribal economy. Michael will walk you through their experience and inspire discussion of what building your community’s future can look like.

Michael Bland