2018 Annual Conference 

THANK YOU to all of the sponsors, speakers and participants at the 2018 CHAM Annual Conference.  It was a huge success with 315+ persons in attendance, representing 160+ organizations across 36 states.

Stay tuned as we prepare to build on the success of this conference and plan for future CHAM events.  Please join with us as we work to promote the long-term sustainability and financial viability of affordable housing across the country.

Conference Overview


Monday June 11, 2018

6-8pm Welcome Reception

TUESDAY June 12, 2018

9:00am - 4:15pm Sessions

6:00pm - 10:00pm Reception

WEDNESDAY June 13, 2018

8:30am - 2:45pm Sessions


Hilton Chicago
Chicago, Illinois​


For-Profit Organization -- $429

Nonprofit Organization -- $279


notable speakers

Beth Mullen
Industry Leader
Joe Hagan
President & CEO
National Equity Fund 
Chrystal Kornegay
Executive Director

Thank you 2018 Conference sponsors!

Platinum Sponsors

Gold Sponsors

Silver Sponsor

Bronze Sponsors

Friends of CHAM

Monday, June 11


Chicago Property Tour

2:00 to 4:30 pm

Hispanic Housing and Heartland Housing will offer a tour of two of their signature properties in North West Chicago.  On our way to the properties, representatives from LISC and NEF will talk about the work in general that is getting done in Chicago overall, both successes and challenges.  Join us for what promises to be an informative tour of community development work in the Windy City!  BE SURE TO REGISTER FOR THIS TOUR DURING THE REGISTRATION PROCESS TO ENSURE YOUR SPOT ON THE BUS.

Opening Welcome Reception

6:00 to 8:00 pm | Williford Rooms

Join conference organizers and participants for a casual networking event. Drinks and an assortment of food items will be available as we kick-off the 2018 CHAM Annual Conference.  

Tuesday, June 12

Welcome Plenary -- Managing Mission and Margin | Bringing Value to Your Property and Community

8:30 to 11:00 am | Williford Rooms 

This three-part plenary will 1) Outline the future direction of CHAM, as it is in midst of an exciting transformation; 2) Explore the intersection of housing, health & services for improved community outcomes; and 3) Followed by a panel of experts providing policy updates from Washington.

Plenary — Introducing the New CHAM

Harold Nassau (m) | NeighborWorks America presentation

David FrommNeighborWorks America

Lisa Deller | National Equity Fund

Lydia Tom | Enterprise Community Partners, Inc.

Tony DiBlasi | Ohio Capital Corporation for Housing

Plenary — Intersection of Housing, Health & Services for Improved Community Outcomes

Ben Nichols (m) | Enterprise Community Partners, Inc. presentation
Pam Lyons | Community Preservation and Development Corporation

Julia Morita, MD | Chicago Public Health Commissioner
George Kleb | Bon Secour Housing, Inc.

Plenary -- Policy Update

Charles Wehrwein (m) | Housing Partnership Network presentation

Peter Lawrence | Novogradac & Company LLP

Beth Mullen | CohnReznick

Ellen Lurie Hoffman | National Housing Trust

What Makes a Good Asset Management Plan?

11:15 to 12:15 pm | Waldorf Room

You get what you plan for.  Do you have a solid Asset Management plan?  This session explores a road-map to link optimum real estate performance to the owner's financial position and long-range goals.

Harold Nassau (m) | NeighborWorks America

Valorie Schwarzmann | Homeport presentation

Amelia Hill | Nuestra Comunidad

Optimizing Mixed-Use and Commercial Real Estate

11:15 to 12:15 pm | Joliet Room

It is increasingly common to find mixed-use and commercial space intermingled with affordable housing projects.  What does it take to make commercial space work in a mixed used deal?

Kelly Perlman (m) | Plante Moran

Chris Jillings | Cinnaire

Judy Graboyes | East Bay Asian Local Development Corporation presentation

Gwen O'Shea | CDC Long Island

Resident Services: Program or Credit Enhancement? A New Approach from Stewards of Affordable Housing for the Future and Fannie Mae

11:15 to 12:15 pm | PDR 2

Resident Services traditionally are a social program. But can they make a deal work better and become a credit enhancement? A new approach from SAHF and Fannie Mae.

Julia Pierson (m) | NeighborWorks America presentation

Eileen Fitzgerald | Stewards of Affordable Housing for the Future

Rachel Cluett | Fannie Mae presentation

Juliana Stuart | Preservation of Affordable Housing presentation

Luncheon Keynote and Plenary Session

12:15 to 2:30 pm | Williford Rooms

Joe Hagan, the President and CEO of National Equity Fund will explore why the Asset Management function is so critically important to the affordable housing industry.  Followed by a panel discussion on how to value and price housing stability, through the eyes of an investor.

Keynote Address

Hal Keller (intro) | Ohio Capital Corporation for Housing

Joe Hagan | National Equity Fund presentation

Plenary — Investors View: How to Value Community Outcomes and Price Housing Stability

Frances Ferguson (m) | NeighborWorks America presentation

Ed Stone | Fannie Mae

Hal Keller | Ohio Capital Corporation for Housing

Brian Dowling | Community Development Trust

A Key to Preservation: Finding Creative Solutions with Your HFA!

2:45 to 3:45 pm | Joliet Room

Preservation often means re-positioning a deal. An HFA can be a creative partner or an obstacle to change. How to explore options with this key stakeholder.

Mark Shelburne (m) | Novogradac & Company LLP 

Shawn McKenna | ProLink Solutions

Mike Witt | Michigan State Housing Development Authority presentation

Tom Buonapane | The Community Builders

Tim Veenstra | Illinois Housing Development Authority

Mergers & Acquisitions, Non-Profit Style: The NYC "JOE", Rural Combos and More!

2:45 to 3:45 pm | PDR 2

This panel will explore the NYC Joint Ownership Entity (JOE) and a pilot program for small rural properties. Explore the challenges and benefits of shared ownership. Is shared ownership a valid preservation strategy for rural properties?

Lisa Deller (m) | National Equity Fund
Chris Hornig | Klein Hornig LLP

Peter Madden | JOE NYC presentation

Charlie Rhuda | Novogradac & Company LLP

Down and Dirty: Negotiating With Your Investors

2:45 to 3:45 pm | Waldorf Room

This engaging panel will provide insight into the negotiating process.  When to walk away. What do you really want. What can you get?

Jenny Netzer (m) | TCAM presentation

Dena Xifaras | Preservation of Affordable Housing

Dan Mendelson | Chesapeake Community Advisors

Bryan Venesy Barnes & Thornburg LLP

Using Technology To Solve AM Problems

4:00 to 5:00 pm | Joliet Room

Asset Management platforms and data management are more than compliance tools. They can help you identity and solve performance challenges.

Caroline Horton (m) | Aeon presentation

Scott Metzloff | MRI Software

Ryan Robinson | Cinnaire

Katherine Fleming | Bridge Housing

Nikki Freyman | Enterprise Community Partners, Inc.

Portfolio Trending - The Big Picture.  How Does Affordable Housing Perform?  Meta Analytics for Affordable Housing

4:00 to 5:00 pm | Waldorf Room

The affordable housing stock is performing very well. But what are the trends and what does the future look like?

Dana Moore (m) | Compass Advisors

Anker Heegaard | Compass Group presentation

Matt Barcello | CohnReznick presentation

Rob Medlock | Enterprise Community Partners, Inc.

Managing Risk: Using Data to Improve Outcomes for Properties, Tenants, and Sustainability

4:00 to 5:00 pm | PDR2

Risk shows up in buildings, people and finance. With insurance rates going up, what are some creative approaches to managing risk through sustainability.

Dena Xifaras (m) | Preservation of Affordable Housing

Dr. Keely Stater | HAI Group presentation

Mary Ciccaglione | HAI Group

Laila Partridge | WegoWise presentation

Networking Reception

6:00 to 8:00 pm | Merchandise Mart

National Equity Fund welcomes you to a fun-filled evening with a variety of activities including a tour of the LEED Platinum Merchandise Mart and a reception with food and drink at Marshall's Landing.  This is a must attend event!  

Wednesday, June 13

Round-Table Discussions Over Breakfast

7:30 to 8:30 am | Williford Rooms

New for 2018!  Meet vendors or engage in conversation around a number of products, services or important discussion topics!  Look for placards on the table tops that highlight the round-table discussion during the breakfast hour.

Plenary — Asset Management Impact on Your Organization and Community

8:30 to 11:00 am | Williford Rooms

This three-part plenary will 1) explore how Asset Management adds value and re-think the business model; 2) Share stories how asset managers have made a difference; and 3) Explore how Enterprise's Opportunity 360 model effectively measures community impact.

Plenary — Where Should Asset Management Be in Your Business Model?

Helen Dunlap (m) | Dunlap Consulting, LLC presentation

Nancy Rase | Nancy Rase Consulting Services, LLC

Brian Dowling | Community Development Trust

Celia Smoot | LISC

Plenary — Asset Management Stories: How Have YOU Made a Difference?

Helen Dunlap (m) | Dunlap Consulting, LLC presentation

Plenary — Measuring Impact: Race, Equity and Opportunity 360

David Fromm (intro) | NeighborWorks America

TIffany Manuel, PhD | Enterprise Community Partners, Inc. presentation

CNAs -- Traditional Third Party CNAs or Do-It-Yourself?

11:15 am to 12:15 pm | PDR2

This panel will discuss when a 'do-it-yourself' capital needs assessment is a really good idea, and when you should pay for a third party professional.

Len Tatem (m) | Tatem Consulting presentation

Kristie Blankenship | SW Minnesota Housing Partnership

James Lowe | AHC Inc.

Paul Mittleman | Hispanic Housing Development Corp

Asset Management Pay Scales and Skill Sets

11:15 am to 12:15 pm | Waldorf Room

Experts who specialize in the real estate industry will describe trends with compensation and benefits while also studying what skills sets are required for a successful Asset Manager.

Judy Weber (m) | Viva Consulting presentation

Dr. Dustin Read | IREM / Virginia Tech

Anne Lang | CEL & Associates, Inc.

Energy Management and Performance Contracts

11:15 am to 12:15 pm | PDR 3

This session will explore an approach to keep your mechanical systems highly tuned...even years after building commissioning.  Session will also explore the ins-and-outs of performance-based energy contacts, identifying things to look for when negotiating contracts.

Silvia Rimolo (m) | Boston Financial presentation

Eric Schmidt | Housing Vermont

Brian Gage | Houston Housing Authority

Advanced Tax Matters: Adjusting to the New Realities

11:15 am to 12:15 pm | Joliet Room

Bonus Session! This panel will explore advanced technical issues related to tax reform. Ideal for CFOs or senior level Asset Managers familiar with tax matters.

Caroline Horton (m) | Aeon 

Todd Fentress | Tidwell Group

Holly HeerBarnes & Thornburg LLP

Closing Luncheon — Award Ceremony and Keynote

12:15 to 2:30 pm | Williford Rooms

Closing luncheon includes the introduction of the new CHAM graduates followed by Chrystal Kornegay (Executive Director of MassHousing) who will explore the importance of Asset Management's role in Moving the Mission.  Conference will conclude with open discussion about key learnings and next steps.

Chrystal Kornegay | MassHousing / frmr. CEO of Urban Edge / frmr. MA Undersecretary for Housing and Community Development

David Fromm | NeighborWorks America presentation

(m) = Moderator