2019 Annual Conference 

JOIN US for the 2019 CHAM Annual Conference. 2018 was a huge success with 315+ persons in attendance, representing 160+ organizations across 36 states.  Based on the early interest we have received, we anticipate that 2019 will be our largest and most important event ever. 

Explore this page to learn more about the upcoming conference.  We hope you will consider joining us!

Conference Overview

 

Monday June 17, 2019

1:00-5:00pm Housing Finance for Asset Managers (additional fee)

2:30-4:30pm Nashville Property Tour

5:00-6:30pm Welcome Reception

TUESDAY June 18, 2019

9:00am - 4:30pm Sessions

6:00pm - 8:00pm Dinner & Dialogue

WEDNESDAY June 19, 2019

9:00am - Noon Sessions

Noon - 1:00pm Closing Luncheon

Sheraton Grand Nashville Downtown
Nashville, Tennessee​
 

REGISTRATION FEES

For-Profit Organization -- $449

Nonprofit Organization -- $299

Speaker -- $199

notable speakers

Jonathan Rose
President
Jonathan Rose Cos.
Ralph Perrey
Executive Director
Tennessee Housing Development Agency

Key industry participants

Thank you 2019 Conference sponsors!

Platinum Sponsor

Gold Sponsors

Silver Sponsor

Bronze Sponsors

Friends of CHAM

Key Industry Partners

Monday, June 17

 

Housing Finance for Asset Managers (CHAM Certification Class AM225)

1:00 to 5:00 pm

BONUS SESSION FOR ADDITIONAL $250 FEE. Developed specifically for asset managers, the mini case study will review the primary funding sources available for new construction affordable housing communities (including Low Income Housing Tax Credits), followed by an interactive step-by-step case study that develops a financing plan with a view of the role and responsibility of the asset manager in the development process. Take advantage of this opportunity to take a class required for CHAM certification. 

Nashville Property Tour

2:30 to 4:30 pm

Hosted by the Tennessee Housing Development Agency.  Please join us for a tour of four affordable housing properties in Nashville. Tour will encompass an assortment of project types. Limited seats available. Please arrive by 2:15 pm.

Opening Welcome Reception

5:00 to 6:30 pm | Sky Bar

Join conference organizers and participants for a casual networking event. Drinks and an assortment of food items will be available as we kickoff the 2019 CHAM Annual Conference. 

Tuesday, June 18

Welcome Plenary -- CHAM Update | The Future of Asset Management

9:00 to 10:30 am | Platinum Ballroom

Part 1: Join us for a CHAM update and meet our latest CHAM graduates.  Part 2: The Future of Asset Management.

Plenary — Welcome and Introduction of the New CHAM Graduates

Marietta Rodriguez | NeighborWorks America

Harold Nassau | NeighborWorks America 

David FrommNeighborWorks America

Plenary — The Future of Asset Management

The asset management discipline is in midst of a dramatic transformation and has never been more important to the affordable housing industry. This panel will explore where we have been as an industry, where we are going, and why our work is so critically important in managing risk to ensure your organization's strength and long-term growth.

Tony DiBlasi (m) | Ohio Capital Corporation for Housing 
Joe Wishcamper | The Wishcamper Companies, Inc.

Dena Xifaras | Preservation of Affordable Housing

Rachel Johnson | The NRP Group, LLC

presentation

Managing to Changing Risks and Risk Ratings

10:45 to 12:00 pm | Melody Room

The landscape of risk is changing. How do you assess risk and how do you respond to it? Panelists will discuss risk management tools.

Helen Dunlap (m) | Dunlap Consulting, LLC

Jacques Logan | National Equity Fund

Valorie Schwarzmann | Homeport

Brendt Rusten | Dominium

Jim Fox | J.P. Morgan

presentation

Scale is NOT Everything

10:45 to 12:00 pm | Platinum Ballroom Room 1

This panel will explore case studies on how organizations can meet the challenges of small portfolios and projects in rural markets.

Jack Geary (m) | Jack Geary Consulting

Thomas Fortado | CATCH

Steve Cordova | TriCounty

presentation

Pursuing Stronger Tenancy for Stronger Properties

10:45 to 12:00 pm | Studio 4 A&B

How to build financial resiliency, prevent eviction and connect residents to health, workforce and educational opportunities.

Lisa Deller (m) | National Equity Fund

Trevor Samios | Winn Residential

Seung Kim | LISC

presentation

PHAs and Nonprofits: Partners in Sustainable Affordability

10:45 to 12:00 pm | tbd

The world of the PHA is quickly evolving. PHAs need to optimize performance and plan for sustainability on RAD and joint ventures with nonprofits.

Jeff Weslow (m) | HAI Group

Jim Harbison | Nashville Housing Authority

Stephanie Northrop | Columbus MHA

Felicia Snow | Prichard MHA

Kristi Baird | Beacon Communities

presentation

Luncheon Keynote: Developing Communities of Opportunity, and Awards Ceremony

12:15 to 1:30 pm | Platinum Ballroom

America, land of opportunity? The promise of a good life is not evenly distributed--one’s ZIP code too often predicts one’s health, education, economic and well being. Mr. Rose will discuss true equality of opportunity: affordable housing, connected to meaningful work, transportation, excellent education systems, neighborhood-focused health care.

Also: New for 2019! CHAM will recognize two thought leaders in the asset management realm with newly established awards.

Keynote Address

Lydia Tom (welcome) | Enterprise

Kelsey Oesmann (intro) | Urban Housing Solutions

Jonathan Rose | Jonathan Rose Companies presentation

Awards Ceremony

Harold Nassau | NeighborWorks America 

David Fromm | NeighborWorks America presentation

Structuring Your Asset Management Functionality Platform

1:45 to 3:00 pm | Melody Room

Do you in-source your out-source your Asset Management? Why Asset Management should report to...the CEO, COO, or CFO?

Jenny Netzer (m) | TCAM

Caroline Horton | Aeon

Len Tatem | Tatem Consulting

Jeff Reed | Community Housing Partners

presentation

Disposition: Tough Decisions

1:45 to 3:00 pm | Platinum Ballroom 1

Why are you holding on to an asset? When should you sell it? Year 15?  Now?

Lisa Deller (m) | National Equity Fund

Luan Nguyen | Cinnaire

Dana Moore | Compass Advisors

Kristen Anderson | CHPC

Is Your Compliance Team Up for the Task?

1:45 to 3:00 pm | Studio 4 A&B

High level of staffing turnover has resulted in a spike in compliance-related issues across the country. This session will explore strategies and tools to assess your property manager's compliance team.

Kelly Perlman (m) | Plante Moran

Jennifer Borland | Spectrum

Shawn McKenna | ProLink Solutions

Donna Duarte | THDA

presentation

Community Partnerships – Supporting Safe Housing and Strong Neighborhoods

1:45 to 3:00 pm | tdb

Examine how environmental factors contribute to where crime occurs and supports a key role for the “managers” of places as partners in crime reduction. Hear from panelists experienced in safe neighborhood/housing program development and who have community-based crime reduction experience. Approaches will be discussed that support these efforts from both a scattered site/single family home and a multifamily unit development perspective.

John Connelly (m) | LISC

Paula Butler | Habitat for Humanity

Alonzo Washington | CASA de Maryland

presentation

Balancing Mission vs. Margin: New Research by CHAM and NAHMA

3:15 to 4:30 pm | Melody Room

Industry leaders will explore the synergy needed among asset managers, property managers, resident services staff and developers to manage the double bottom line.

Dr. Dustin Read (m) | IREM / Virginia Tech

Donovan Duncan | Urban Strategies

Mary Corthell | Beacon Communities

Kelly Kinnaman | McCormack Baron

presentation

Managing NOAH Properties Is Different

3:15 to 4:30 pm | Platinum Ballroom 1

This session will explore the difference between managing naturally-occurring affordable housing (NOAH) versus subsidized affordable housing.

Jenny Netzer (m) | TCAM

John Errigo | Greater Minnesota

Jim Lowe | AHC Inc.

David Joyner | Caleb Group

presentation

Digging Into Preservation and Long-Term Affordability

3:15 to 4:30 pm | Studio 4 A&B

How do you maintain 40 years of quality, affordable housing? Panelists will discuss the value and cost of deep affordability, capital needs and the role of HFAs and other stakeholders.

Elaine Magil (m) | TCAM

Brian Dowling | Community Development Trust

Valeri Pate | WSHFC

Katherine Fleming | Bridge Housing

presentation

Increasing NOI: the Key to Survival

3:15 to 4:30 pm | tbd

After hearing how asset management succeeded in improving NOI, we will "crowd source" strategies to increase NOI. Bring your best idea to share with your peers.

Judy Weber (m) | Viva Consulting

Jodi Erickson | Willamette NHS

Richard Kingston | HPN Select

Dinner & Dialogue: Meet, Dine & Network!

6:00 to 8:00 pm | Dine around Nashville

Enjoy the company of attendees, speakers and exhibitors you might not otherwise meet in the relaxed setting of a shared meal. 

Meet, Dine and Network is on your own and happens Tuesday evening. Sign up for the restaurant of your choice in the conference registration foyer and enjoy a night on the town in downtown Nashville. 

Wednesday, June 19

Plenary — Legislative Update

9:00 to 10:30 am | Platinum Ballroom

The housing shortage is now on everyone's mind. Where is public policy taking housing at the federal, state and local levels? Expert panel provides legislative update about what is being incentivized and constrained by policy. 

Chuck Wehrwein (m) | Housing Partnership Network

Peter Lawrence | Novogradac & Company LLP

Beth Mullen | CohnReznick

Ralph Perrey | Tennessee Housing Dev. Assoc.

Kris Cook | NAHMA

presentation

Impact of Resident Services on Property Management

10:45 am to 12:00 pm | Melody Room

The level of resident services impacts property management work loads. Explore a new analytic tool to measure results.

Donovan Duncan (m) | Urban Strategies

Anthony Vega | The Community Builders

Jessie Hendel | CommonBond Communities

Elise Ennochian | REACH

presentation

Building the Bridge between Development and Asset Management

10:45 am to 12:00 pm | Platinum Ballroom 1

We know that asset management needs to have real input into development. How do you operationalize this?

Jennifer Buxton (m) | Enterprise Community Partners, Inc.

Faith Williams | Way Finders

Nancy Rase | Consultant

Shawn McKenna | ProLink Solutions

Kandyse McCoyr Cunningham | Heartland Housing

presentation

Advanced Tax and Legal Matters

10:45 am to 12:00 pm | Studio 4 A&B

This panel will explore advanced technical, legal and tax issues. Ideal for CFOs or senior-level asset managers.

Charlie Rhuda (m) | Novogradac & Company LLP

Holly Heer | Barnes & Thornburg LLP

Vicki Mincey | Cinnaire

Rob Edwards | Plante Moran

Do You Have a 202 Problem?

10:45 am to 12:00 pm | tbd

How to reposition, refinance or restructure your HUD 202 Direct Loan or PRAC.

Juana Meijia (m) | JDM Consulting

Darren Smith | Smith and Henzy

Tim Henzy | Smith and Henzy

Deborah van Amerongen | Nixon Peabody

presentation

Closing Networking Luncheon

12:15 to 1:00 pm | Williford Rooms

Join us for the closing networking luncheon. Talk to your colleagues about hot topics and issues raised during the conference. presentation