
Conferences
Seventh Annual Asset Management Conference
December 7-9, 2006 | New Orleans, Louisiana
Overview | Sponsors | Presentations | CHAMpions | Photo Highlights
Plenaries
Asset Management Lessons Learned the Hard Way
Harold Nassau, Walter Strong, Lauren Anderson, Walter Moreau, Marina Peed
- LISC Gulf eNewsletter
- Enterprise Rebuilding Hope and Homes, A One-Year Report
- Asset Management Lessons Learned the ‘Hard Way’
- Confessions & Lessons From An Accidental Executive Director
- Closing Quotes
CHAMpions Plenary: The Game of Real LIFE!
David Fromm, Mary Martin, Judi Patrick, Linda Craig, Craig Saxon, Alex Meacham, Kathy Bryan
- The Game of Real LIFE
- AHP Worksheet
- AHP Modification Worksheet
- Capital Account Balances
- GNA - Statement of Value
- GV - I & E, part I
- GV - I & E, part II
- Operating Deficits
- Resident Services
- Risk Management Plan
- Year 15 Projections
Workshops
Recovering from a Bad Spin: Workout Case Studies
Len Tatem, Anker Heegaard
Two popular presenters, experienced in workouts, share their best (worst?!) war stories and how they accomplished the turnarounds.
- Recovering from a Bad Spin
- Case Study: Capital Heights – Marketing, Management and Capital Improvements
- Case Study: Capital Heights – Handout
- Case Study: Capital Heights – Statistics
Year 15 or Bust! Success Stories
John Brandenburg, Meghann Rowley, Barb McQuillan
Both Enterprise and LISC, through their syndicator subsidiaries, have completed scores of successful Year 15 transitions that have ended in great projects owned by CDCs. Hear from the syndicators about what they’ve learned — and what they need from you as the crucial deadline approaches — and let a CDC ED walk you through her experiences. Take the mystery out of “exit taxes” and other scary Limited Partnership Agreement words and phrases.
- Preservation of Tax Credit Properties
- Strategies Workshop
- Transition Strategies: Action Steps
- AHF Articles
- Bargain Sale
- COD Example Handout
- Countdown to Year 15: Article
- Year 15 Definitions
- Example K1 Form
- Disposition Strategies: Overview
- Resyndication
Down the Chute! Disaster Planning for CDCs
Walter Moreau, Marina Peed, Terry Town
How should we be planning for disasters and the aftermath? Inspired by, but not limited to Katrina, a veteran property manager who deals with hurricanes every year describes his manual and annual training for on-the-ground managers. And hear CDC executives who took in families displaced by Katrina tell what they did, what they had to change, and how it’s working now.
- Walter Moreau Presention
- Marina Peed Presention
- Terry Town Presentation
- Case Study: Viola, Wisconsin’s, Tornado of August 2005
- Case Study: Canton, Maine’s, Flood of December 2003
Inside Straight: Legislative Update
Stephen Sugg, Diane Yentel
Take a look back at effective discussions with legislators on the local, state and federal levels over the last year, including what community organizations did, and then take a look forward to the new Congress. We can hope for a few more sympathetic ears, can’t we?
- Initial Election Analysis: Housing and Community Development Implications
- Disaster-related Legislative Agenda for 2006
- Final Sign-On Letter
- Follow The Money
- Housing Crisis Fact Sheet
- Proposal for Legislation
- Proposed Disaster Reform Bills
Winning the Green Game: Tenants and Maintenance Staff as Players!
Joanne Quinn, Len Tatem, Michael Santero, Roger Lewis
Hear about real projects that have been living green and living well for a long time. How did they do it? Get both tenants and maintenance staff on board? You’ll get practical strategies and sample resident manuals, maintenance policies and plans, so your own housing can become greener or stay green.
Foul Play: Turning the Corner on Crime
Tim Vance, Julia Ryan
Drugs, prostitution, weapons, and other quality of life crimes don’t have to ruin life in any of your projects. A former NYPD officer, now NYC Department of Housing Preservation and Development crime buster, describes the teamwork and other strategies necessary to prevent criminal activity and respond to it effectively when tenants either perpetrate, aid or passively allow criminal activity.
Lucky 7 Strategies for Maintaining Mixed-Income/Mixed-Race Properties
Judy Weber
Get your copies of a just-released NeighborWorks America study, “Seven Strategies for Successfully Marketing and Stabilizing the Occupancy of Mixed-Income/Mixed-Race Properties”! The 7th is “Demand Asset Managers Be Attentive and Proactive,” but all the rest touch on asset and property managers as well.
The Rules According to Deller: Short Cut to Compliance Central
Lisa Deller, Liz Bramlet, Linda Poland
DellerReport on progress on a Compliance Manual in the works for the NYC Department of Housing Preservation and Development. Learn how to prevent compliance slips and falls and establish a quality control system that ensures compliance on all fronts.
Asset Management to the Rescue! Two Failing Projects Reconfigured, Refinanced and Reborn
Judith Rose, Kathie Bryan, Amy Casciani
Rural Opportunities, Inc., asset managers and developers work together to redesign two multifamily projects, one rural and one urban. Walk through their processes and the very different but equally stellar results.
Lost Turns: Regulatory Requirements that Harm Property Management
Judy Weber, Cathy Craig, Doug Kellerer
Report about a new study by Judy Weber for Bay Area LISC, “Against All Odds: The Business of Managing Affordable Housing.” How 16 CDCs in and around the Bay Area juggle to meet regulators’ demands. Documentation for what you always knew: this is a tough business to break even in, let alone make any money. Here’s the ammunition you need to convince regulators and funders to combine reporting and inspecting requirements and maybe even provide more up-front funding for operations.
Pay Day! Resident Services and the Bottom Line
Diana Meyer, Jennifer Gonzalez
Report of a year-long Enterprise/NeighborWorks America study on measuring outcomes of resident services programs. Get tips for rejiggering programs you have, and convince funders to back better programs in current and future projects.
- Family Resident Services and Property Management in Partnership
- AASC Online Families Flyer
- Intro to Excel Referral Outcomes Tool
- Intro to Excel Tool for Eviction Prevention
- Intro to Excel Tool for Setting Targets for Program Success
- PA HFA Report on Impact of Family Resource Centers
- PM Areas of Cooperation and Overlap
- Principles for Service Referral and Outcomes Management
- Recs and Tips on Eviction Prevention
- Setting Targets for Program Success
- Systems for Tracking and Verifying Outcomes
- The Role of Property Managers
The Play’s the Thing: Inside the Development Playbook
Alan Arthur
Development veteran and CDC Executive Director Alan Arthur demystifies the lingo and the developer “mentality” and agendas (hidden and otherwise) in this first-time Development Clinic for Asset Managers. Key terms and phrases you were too embarrassed to question? Ask Alan – he’ll never tell! You’ll find yourself becoming a player at the development table, like you always wanted to be, and like your CDC needs you to be!
Pre-Game Strategy Session: Asset Management Planning
Len Tatem
Back by popular demand, a full session of Asset Management Planning with Len. All the information you need to draw up a plan that really works.
Shoot the Moon! Making the Most of Your Property Management Contract
Jack Geary, Juana Mejia, Mike Clark
Avoid the traps and get the lowdown on statistics and tips to make the best possible deal in these critical negotiations, whether you’ve got a contract you need to change or you’re starting clean with a new property manager!
Stump the Experts Breakfast Roundtables
Asset Management Roles and Responsibilities for First Timers [PDF 440K]
Bob Stone, NeighborWorks America, author of A Guide to the Roles and Responsibilites of Asset Managers (LISC/ODI)
Real Estate Tax Assessment Appeals
CHAMpion Alex Meacham, Arlington Housing Corp.
A New Tag Team: CFOs and Asset Managers
Chris Cherry, former CFO of Arlington Housing Corp.
Year 15 Clinic
Barb McQuillan, CPA, ED of Twin Cities Housing Development Corp.
TCG Technologies
Boyd Jackman, TCG IT
REAC Inspections
Carl Mayse, CAN Realty, Providence, RI
Meeting the Challenges of Small Portfolios
CHAMpion Judi Patrick
Commercial Marketing Strategies
Steve Woolery, Fruitvale Village, Oakland, CA