Public Housing Authorities Directors Association
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Session Description
Annual Business Session: Keynote Speaker Joe Malarkey
Description:
Joe Malarkey is The Worst Motivational Speaker in America!® Energy-packed and fast-paced, the Joe Malarkey one-man-show pokes fun at all of the tried, trusted and clichéd motivational classics. But best of all, Joe leaves you with a memorable message to help you overcome the fear of failure in your life and career. Joe has been featured on television shows ranging from 60 Minutes to To Tell the Truth, and has been profiled in several national magazines. He was recently inducted into the National Speaker Hall of Fame.
Who should attend this session?: All Conference Attendees
Speaker:
Joe Malarkey
Date and Time:
Monday, June 2 - 8:30 am - 10:15 am
Entrepreneurial Opportunities for HAs and Boards of Commissioners
Description:
Many housing authorities are facing the need to be more creative in their efforts to provide low income housing opportunities. With the change to Asset Management and project based accounting, many new opportunities have become available to the central office and management. This session will deal with the establishment of a non-profit, the treatment of the non-profit by the housing authority, the relationship of the board of commissioners, management opportunities, the first steps in development, and a participatory opportunity for commissioners and staff in attendance to share thoughts and ideas.
Who should attend this session?: All Conference Attendees
Speaker:
C. Michael McInnish, Attorney
Date and Time:
Monday, June 2 - 10:30 am - 12:00 pm
The New PHAS
Description:
HUD plans to release a new Public Housing Assessment System (PHAS) rule later this year. The new version will assess the physical and financial condition of individual properties. The biggest change centers on the management component. HUD plans to eliminate the MASS self-certification and replace it with a new on-site management review, which would be conducted by third parties (HUD field office staff or independent contractors). In this session, Cara Gillette of Nan McKay & Associates will outline the parameters (as they are being considered) and specifics, if available, of the new rule.
Who should attend this session?: Executive Directors and HA staff
Speaker:
Cara Gillette, Professional Development Manager, Nan McKay & Associates, Inc.
Date and Time:
Monday, June 2 - 10:30 am - 12:00 pm
Funding the Central Office Cost Center using HUD's Energy Incentives
Description:
Session attendees will learn the basics of HUD’s energy reduction incentives with an emphasis on the financial aspects of the incentive mechanisms and how these mechanisms work within today’s Asset Management environment. The presentation will include a case study of the $33 million energy project recently implemented at the Cuyahoga Metropolitan Housing Authority in Cleveland, Ohio.
Who should attend this session?: Executive Directors and HA staff
Speakers:
Rich Carroll, National Account Executive, Siemens Building Technologies
Jeffery K. Patterson, Chief of Staff and Operations, Cuyahoga Metropolitan Housing Authority
Date and Time:
Monday, June 2 - 10:30 am - 12:00 pm
Recruiting and Retaining your Housing Authority’s Executive Director
Description:
This session will explore the many different ways of selecting an executive director to ensure that the HA will operate in accordance with handbooks, rules, regulations, laws, and other required areas. Discussion will include the job description, what is expected, how to initiate the search, how to avoid political influence that may hinder the HA, interviewing and hiring. After the director is chosen, the Board should be aware of what is needed to keep the director. This session will cover the role of the board, the contract, and relationships.
Who should attend this session?: All Conference Attendees
Speaker:
C. Michael McInnish, Attorney
Date and Time:
Monday, June 2 - 1:00 pm - 2:30 pm
Recent Case Law Affecting Housing Agencies
Description:
A very knowledgeable and popular presenter at PHADA conventions and various state association meetings, Lisa Walker, Executive Director and Counsel with the Housing Development Law Institute (HDLI), will be on hand to discuss recent case law and legal decisions that impact housing authorities. Among other topics, Walker expects to discuss recent cases in the areas of eminent domain, employment, and evictions/trespass and barring, fair housing, Limited English Proficiency (LEP), and the Violence Against Women Act (VAWA).
Who should attend this session?: All Conference Attendees
Speaker:
Lisa Walker, Executive Director and General Counsel, Housing Development Law Institute
Date and Time:
Monday, June 2 - 1:00 pm - 2:30 pm
Latest News on Asset Management Implementation
Description:
Housing authorities with fiscal years ending on June 30 are the first ones required to fully implement project based accounting. At the same time, HUD has issued new guidance (Notice 2008-16) concerning how HAs may allocate costs and set their management and other fee structures. These changes are the result of a recently enacted law that PHADA advocated. Among other changes, agencies using capital funds for overhead will not establish a central office cost center, will no longer use the fee schedules identified by HUD and are not eligible for defederalization. Capital fund money spent for operations is treated as operating money and would be used to pay for overhead costs through an overhead allocation system subject to OMB Circular A-87 standards that costs be “reasonable and necessary.” The new law also exempts those HAs with fewer than 400 units from asset management in FY 2008. Jason Casterline is the founder of Casterline Associates P.C. He has 23 years experience assisting housing authorities on financial management issues, having consulted for Public Housing Agencies (PHAs) since 1985. In this session for EDs and their staffs, he will walk through the recent changes and explain how agencies can prepare for them.
Who should attend this session?: Executive Directors and HA staff
Speaker:
Jason Casterline, CPA, Casterline Associates P.C.
Date and Time:
Monday, June 2 - 1:00 pm - 2:30 pm
Accreditation as a Potential Oversight Tool for Public Housing
Description:
Over the years, industry professionals have broached the possibility of applying the accreditation model to public housing. As HUD oversight becomes even more problematic (witness HUD’s inability in 2007 to complete PHAS reviews, resulting in the loss of CFP bonuses), the topic is becoming prominent once again. The Council on Accreditation (COA) partners with human service organizations worldwide to improve service delivery outcomes by developing, applying, and promoting accreditation standards. COA was founded in 1977 by the Child Welfare League of America and Family Service America. Originally known as an accrediting body for family and children's agencies, COA currently accredits 38 different service areas and over 60 types of programs. Among the service areas are substance abuse treatment, adult day care, services for the homeless, foster care, and inter-country adoption. The organization’s Director, Richard Klarburg, will lead this session. Among other things, Klarburg will discuss how the accreditation process works in other industries, and how that model might be translated to the public housing world.
Who should attend this session?: All Conference Attendees
Speaker:
Richard Klarberg, President & CEO, Council on Accreditation
Date and Time:
Monday, June 2 - 2:45 pm - 4:15 pm
Identifying Drug Paraphernalia in Public Housing
Description:
This session will be taught by police officer, Sanford Johnson, and will take a serious look at the problem of drugs in housing communities. He will provide suggestions for identifying drug paraphernalia and any equipment used to produce, conceal, or consume drugs. You will learn about the most common drugs used today and their street names. You will leave with an understanding of how to detect drug manufacturing in your community, and the actions executive directors and staff can take to combat drugs.
Who should attend this session?: All Conference Attendees
Speaker:
Sanford Johnson, Police Officer, Birmingham Police Department, Birmingham, AL
Date and Time:
Monday, June 2 - 2:45 pm - 4:15 pm
The Difference Between Boards of Commissioners and Boards of Directors
Description:
Lessons which can be learned from boards of directors which may be applied to boards of commissioners. How each may assist the other. The advantages and disadvantages of combined and partially combined membership. The role of advisory boards and temporary membership on boards of directors. Recruitment and membership replacement on both boards will be discussed at this session.
Who should attend this session?: Commissioners and HA staff
Speaker:
Leo Dauwer, Management Consultant, Dower Associates, LLC
Date and Time:
Monday, June 2 - 2:45 pm - 4:15 pm
Mixed Finance Model with Low-Income Housing Tax Credits - What to do After Winning an Award
Description:
You thought it couldn’t get any more complicated. You put together an exhaustively detailed tax credit application and WON! The fun has just started. Now people in the back room hunker down and complete all the requirements to close the financing and begin construction. The project’s critical path seems to take on a mind of its own. This panel will cover: what is the critical path?; Who is responsible for completing tasks on the critical path?; What is due diligence and who needs it?; and What are the drop-dead deadlines?
Who should attend this session?: Executive Directors and HA staff
Speakers:
Jonette Hahn, Principal, Reznick Group, P.C.
Don Tise, Architect, Tise-Kiester Architects
Macy Kisilinsky, National Manager for Public Housing, National Equity Fund, Inc.
E.G. "Ned" Fowler, Executive Director, Northwestern Regional Housing Authority
Date and Time:
Tuesday, June 3 - 8:30 am - 10:00 am
Succession Planning for Both the Board and the Executive Director
Description:
This session will focus upon the steps needed to assure continuity of leadership and participation on the Board, a balanced board membership and involvement of all commissioners – not just one or two. Board evaluations will be discussed.
This session will also focus upon advantages and disadvantages of providing leadership succession of the executive director. Should they plan to succeed themselves?
Who should attend this session?: All Conference Attendees
Speaker:
Leo Dauwer, Management Consultant, Dower Associates, LLC
Date and Time:
Tuesday, June 3 - 8:30 am - 10:00 am
Housing Authority Governance - What Can Housing Authorities and Their Boards Learn About Governance from Recent Scandals in the Corporate and Non-profit World?
Description:
This presentation will address governance issues faced by public housing authorities including the roles and responsibilities of the board, the role of the executive director, the role of counsel, the importance of the independent audit and similar everyday issues faced by public housing authorities. The law of corporate governance has changed in the wake of the Enron scandal and the passage of the Sarbanes-Oxley law. Similarly, the governance of non-profit corporations is evolving in response to similar controversies at national organizations such as the Red Cross and the Smithsonian Institution. Come find out what you should be thinking about as you serve your agency.
Who should attend this session?: Commissioners and HA staff
Speaker:
Megan Glasheen, Managing Member, Reno & Cavanaugh PLLC
Date and Time:
Tuesday, June 3 - 10:15 am - 11:45 am
Local Housing Agencies – More than Just “Public” Housing
Description:
Public housing agencies need to realize that they are a major player in the real estate market within their respective communities. Who better to address local housing issues than the local PHA? The wisdom they possess of the local community, both of housing markets and local trends, as well as the professional capacity to address and manage those issues makes working with the local PHA a benefit to private real estate investors. Consistent with this philosophy, this session will be presented by a panel of PHADA members who have branched out their operations.
Who should attend this session?: All Conference Attendees
Speakers:
Cindy Naber, Executive Director, York, Fairmont & Stromsburg Housing Authorities
Mack Carter, Executive Director, White Plains Housing Authority
Mark Mayfield, CEO, Texas Housing Foundation
Date and Time:
Tuesday, June 3 - 10:15 am - 11:45 am
Mixed Finance Development Using Capital and Other Funds
Description:
The session will provide PHAs with an overview of mixed finance deals, including how public housing capital funding is used to leverage other funding sources to create mixed-income and mixed-finance projects. We will review the planning process, development timelines, deal structure, rental term sheets, transaction participants, PHA role selection, funding sources, the process of syndicating tax credits, HUD involvement and restrictions, and more. The issue of bonds versus loans will also be addressed. Learn how to develop HOPE VI like projects without HOPE VI funds.
Who should attend this session?: Executive Directors and HA staff
Speaker:
Lisa Zukoff, Director, Fannie Mae
Date and Time:
Tuesday, June 3 - 1:45 pm - 3:15 pm
E-Learning: Cost-Effective Professional Development
Description:
Asset Management, Project-Based Accounting, Stop-Loss Submissions, Deregulation, Mixed-Income Financing… This is a time of substantial change in public housing, which, for the public housing executive, means:
- You and your staff must tackle a host of new mandates and responsibilities, which means you need more knowledge.
- Staff turnover may be increasing; departing employees leave with their knowledge, and new employees require training.
- These training needs must be met in many cases with fewer staff and fewer funds for travel and professional development.
So, public housing leaders need a more knowledgeable and productive work force, but the training program to achieve this must also be cost-effective.
Advances in technology have created a new option for professional development known as E-learning, which can more effectively train more people at less cost than traditional training.
This session will demonstrate in an interactive manner:
- Why e-learning is cost-effective, measurable, and interactive.
- What an on-line learning management system looks like.
- What best practices are essential to ensure you succeed with e-learning.
Who should attend this session?: Executive Directors and HA staff
Speaker:
Dave Sagers, Vice President, Information and Learning Technologies, HTVN - Housing Televideo Network
Date and Time:
Tuesday, June 3 - 1:45 pm - 3:15 pm
What Do You Do After the Tornado Hits?
Description:
What do you do after the tornado, hurricane, flood, fire or other disaster hits your agency's offices? It's a sobering thought but one that we all need to ponder and prepare for. This session will examine some of the business continuity strategies that HAs can implement to prepare and protect agency files and critical accounting information, tenant and HUD data and also to ensure that the organization can continue to pay staff and operate (albeit from a remote site) after a disaster. This is a session you can't afford to miss.
Who should attend this session?: All Conference Attendees
Speakers:
Mike Nail, President/CEO, Enlightened Enterprises, Inc.
Steve Mitas, President, The Mitas Group, Inc.
Harvey Cook, Chief Technology Officer, Housing Commission of Anne Arundel County
Mtumishi St. Julien, Executive Director, The Finance Authority of New Orleans
Date and Time:
Tuesday, June 3 - 3:30 pm - 5:00 pm
The "Greening" of Public Housing
Description:
During this timely session, Tracy Kaufman, Director of the National Housing Trust will present a case study of Galen Terrace, a Washington DC housing property that has been rehabilitated using the latest in "green" technology. An energy audit of the existing complex was conducted prior to renovation. The "green" features of this property include the use of Energy Star appliances, double-paned windows with low E-glass (which reduces heat loss and gain), heat-reflective roofing, high-efficiency heating/air-conditioning system, green labeled certified carpets, low-flow toilets, and water barrels to collect and reuse rain water. These features will help make the property more energy efficient, which is not only more environmentally-friendly, but will also result in lower utility bills and cost-savings to residents. PHADA Policy Analyst Jim Armstrong, a former PHA Executive Director will discuss ways housing authorities throughout the country can "go green."
Who should attend this session?: All Conference Attendees
Speaker:
Tracy Kaufman, Director, National Housing Trust
Jim Armstrong, Policy Analyst , PHADA
Date and Time:
Tuesday, June 3 - 3:30 pm - 5:00 pm
The Latest from HUD Headquarters
Description:
PHADA is honored that Paula Blunt, General Deputy Assistant Secretary for Public and Indian Housing, is speaking at the annual convention in New Orleans. Miss Blunt will be addressing PHADA attendees and discussing the latest regulatory initiatives concerning housing authorities. Likely topics will include: asset management, PHAS, the HUD budget, and more. PHADA strongly encourages all conference attendees to participate.
Who should attend this session?: All Conference Attendees
Speaker:
Paula Blunt, General Deputy Assistant Secretary for Public and Indian Housing, U.S. Department of Housing and Urban Development
Date and Time:
Wednesday, June 4 - 8:00 am - 8:30 am
Your HA’s Rights in the Physical Inspections Process
Description:
More HAs are raising concerns about flawed inspections conducted under the Real Estate Assessment Center’s (REAC) annual physical inspections process. Many HAs have cited inconsistent scoring, scheduling problems, unprofessional conduct by inspectors, delays on appeals and other problems. As a result, it is very important that agencies fully understand their opportunity for recourse in the process. In this session, a panel of presenters will discuss the HA’s rights during the actual inspection process, and cover the obligations of inspectors. There will also be discussion about how HAs can effectively follow-up with REAC if they want to appeal their score or register concerns with the Department.
Who should attend this session?: Executive Directors and HA staff
Speakers:
Al Hester, Housing Policy Director, Saint Paul Public Housing Agency
Candace Martin, Executive Director, Mount Pleasant Housing Authority
Bill Miller, Executive Director, Tahoka Housing Authority
Bruce McNatt, Professional Inspector
Date and Time:
Wednesday, June 4 - 8:40 am - 10:10 am
Voluntary Conversion of Public Housing - An Innovative Tool for HAs
Description:
The Quality Housing & Work Responsibility Act (QHWRA) provides HAs with the opportunity to convert their public housing units to Housing Choice Vouchers under certain circumstances. Even though the law is now a decade old, this is still a rarely used option. Frustrated by inadequate funding and stifling public housing regulations, however, more HAs are now exploring the possibility. In this panel discussion, speakers will discuss how to employ this tool.
Who should attend this session?: All Conference Attendees
Speaker:
Ainars Rodins, Director, SAC, U.S. Department of Housing and Urban Development
Rod Solomon, Counsel, Hawkins Delafield and Wood
Date and Time:
Wednesday, June 4 - 10:20 am - 11:50 am
Current Events in Housing
Description:
This session will focus on the latest important news from Washington. PHADA staff and representatives will cover the information pertaining to the FY 2009 HUD budget process, as well as authorizing legislation that would simplify the public housing rent system and expand the existing Moving to Work program. Other topics will include HUD's implementation of asset management guidelines, and the Department's ongoing deregulation effort, the "Administrative Reform Initiative." There will be time for question and answers.
Who should attend this session?: All Conference Attendees
Speakers:
PHADA Staff
Date and Time:
Wednesday, June 4 - 12:00 pm - 1:30 pm
For more information, contact Tracey Messina, PHADA Director of Meetings, at 202-546-5445.
