Tuesday, April 18

Affordable housing advocacy | 8:30-9:15 a.m. 

Sharing successes is just as important as sharing stories of need. Unfortunately, key Housing Credit provisions didn’t pass Congress last year. In 2023, continued advocacy in support of the Affordable Housing Credit Improvement Act (AHCIA) is needed. This bipartisan legislation could create more than 2 million affordable homes over the next 10 years.

Join us as we kick off the conference with this timely discussion.

Basics of housing development and Low Income Housing Tax Credits | 9:15-10:15 a.m. 

Alexandria Murnan, Abby Day and Meaghan Pasbrig from our Affordable Housing team will introduce the Low Income Housing Tax Credit (LIHTC) program — with a specific focus on understanding financial considerations.

Learn how to leverage tax credits to build new housing or rehabilitate existing housing. Developments can be tailored to provide housing for people with low-income or extremely low-income, families, elders, the workforce, people with special needs and students. At the same time, you can fund community buildings and amenities.

Development power panel | 10:30-11:15 a.m. 

Have you always wondered what goes on in the room where it happens? Join Vice President for Housing Development Bryan Schuler, along with a group of experienced professionals in both tribal housing and economic development. They’ll share their development philosophies and explore topics that touch on the motivation to succeed, what success looks like for your community, and challenges and achievements over the years.

Case study: Successful site planning | 11:15 a.m.-noon 

A lot goes into planning a housing development. Many times, what’s being built vertically gets the most attention, including the number of homes or units, the architectural style, bedroom counts and the number of stories. As a result, site planning can become an afterthought. Improper site planning can cause major issues in design and construction schedules and budgets. It can even affect the overall feasibility of a project.

Join Architect Jerad Jessee from our in-house architectural team and a recent project partner as they highlight a site planning success story and how site approvals can impact a project. This discussion will be especially helpful for teams that either have a site selected or need to narrow down a site to select.

Building a successful team (interactive session) | 1-1:45 p.m.

How well do you know yourself and your colleagues? Developing trusting relationships is essential to working effectively as a team and reducing turnover. This session includes instruction and interactive participation. It will allow you to dig into your own strengths and challenges, as well as learn how to build trust and work effectively with those who may have a different point of view.

Join Crystal Banks-Mann, assistant director of asset management and compliance, as she helps us build on a key skill: working together to achieve our goals.

Highlighting success in affordable housing development | 1:45-3:15 p.m.

The morning sessions focused on the power and flexibility of the Low Income Housing Tax Credit (LIHTC) program for structuring, financing and designing developments. Now, let’s step back and look at the bigger picture. Join Trent Rogers, senior project manager, as panelists from three successful developments take the stage to share stories, photos and best practices for a successful project start to finish.

Compliance: What to expect | 3:30-3:45 p.m.

Join Mike Price, director of asset management and compliance, for a quick primer on key compliance requirements to get you prepped for the final two afternoon sessions.

Housing operations: The unsung heroes | 3:45-4:30 p.m.

The work is not over once your Low Income Housing Tax Credit (LIHTC) development is awarded credits and closes with the equity partner. There are still many milestones to navigate for years to come.

Join Crystal Banks-Mann, assistant director of asset management and compliance, and a panel of experts who have been in the trenches operating LIHTC developments. We’ll discuss ongoing operating challenges and the unsung heroes who work hard to keep us in compliance.

Case study: Affordable housing rehabilitation | 4:30-5 p.m.

Have you ever been curious what goes into a rehabilitation project from the compliance side of things?

Delfina Ortiz, a compliance specialist from our in-house compliance team, will be joined by a recent project partner to discuss the challenges, best practices, and planning that went into the rent up and renovation of homes for existing tenants.


Wednesday, April 19

NMTC 101: Using New Markets Tax Credits to build your community | 8:15-9 a.m.

Phil Glynn, president of Travois, will cover essential components of the New Markets Tax Credit (NMTC), which can be used to help 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.

Case study: NMTC economic development | 9-10 a.m.

Hear from economic development partners and our New Markets team as we dive into a recent economic development success story. Take home practical strategies that can be applied to all developments, including health care facilities, schools, wellness centers, administration buildings and more.

Expanding the use of NMTCs in Indian Country | 10:15-11:15 a.m.

Now that we’ve covered the basics of the New Markets Tax Credit (NMTC) program and highlighted a recent success story, let’s discuss how we can expand the use of this tax credit program in Indian Country. What can you do in your community to help advocate for the program’s growth? What challenges does your community face gaining access to this funding?

Phil Glynn, president of Travois, will be joined by members of the Community Development Financial Institutions (CDFI) Fund from the U.S. Department of the Treasury. We want you to help us get the conversation going. Bring your comments and questions!

Architectural design 101 | 1-2 p.m.

Adam Teefey, director of design, and Architect Laura Herron from our in-house architectural team will walk you through the typical design process and provide tips to adapt a traditional design process to Low Income Housing Tax Credit (LIHTC) and other grant funding cycles. We’ll also touch on green design and how it can be adapted to affordable design and provide case studies of successful tribal projects for inspiration.

Case study: Purposeful design | 2-2:45 p.m.

Purposeful design involves commitment to creating spaces that accommodate the environment and the hope of creating a meaningful and lasting impact on inhabitants.

Architect Chelsea Powell from our in-house architectural team will be joined by a project partner to discuss how the unique purpose of a current project has driven the design — from the site planning stage through the final design phase.

Additional funding sources | 3-3:45 p.m.

Pursuing Low Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC) provides a viable path to offset much of a big project’s cost. What about the remaining gap? 

Join Adam Rose, director of partnerships and growth, along with experts from the U.S. Department of Agriculture (USDA) and U.S. Department of Housing and Urban Development (HUD) to learn about other sources of funding that can benefit tribal housing and economic development projects, moving them from concept to reality.

Closing session | 3:45-4:30 p.m.

Join us as we wrap up with one final session for the week! Check back for updates.