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NeighborWorks Chief Financial Officers (CFO) Convening (Course # ML477)

May 24 - 26, 2017 - Minneapolis NeighborWorks Training Institute

Location: TBD
 
As one of the only community development CFO gatherings of its size in the country, the NeighborWorks CFO Convening provides peer exchange opportunities, expert presentations and professional networking with over 125 CFOs and financial managers each year. Participants will acquire knowledge from community development experts regarding technical and general financial and business management issues. Intermediate and Advanced level sessions offered.
( All Sessions – Group Live Presentation – Total CPEs Available: 15.0 )
 
Please read this document for additional information about the event including topics and policies.

Presentations posted prior to the Convening are in DRAFT form and may be edited before the event.

Download the evolving agenda

Day One: Wednesday May 24, 2017

8:30 am - 9:30 am OPENING & PLENARY
Preparing for Our Future: Opportunities uncovered in other challenging times
Moderator: Kathy Rock, Low Income Investment Fund

9:30 am - 10:00 am
Introduction to Scenario Planning
Moderator: Helen Dunlap, Dunlap Consulting

10:00 am - 10:20 am BREAK

10:20 am - 12:00 pm
Scenario Practice for CFOs: Organizational scale and market size
  • Helen Dunlap, Dunlap Consulting
  • Mary White Vasys, Vasys Consulting Ltd
  • Kathy Rock, LIIF
  • Dana Moore, Compass Advisors
12:00 pm - 2:00 pm LUNCH & PRACTITIONER ROUNDATABLE
Practitioner Roundtable on Adaptive Responses to Change

2:00 pm - 2:20 pm BREAK

2:20 pm - 3:45 pm
Scenario Practice for CFOs: Line of business and size of business

3:45 pm - 4:15 pm
The History of Capital
 
4:15 pm - 4:45 pm
Passing the Baton: Conversations with NextGen financial leaders

4:45 pm - 5:00 pm WRAP UP
 
6:30 pm DINE AROUND
See "Weds Dine Around List Details 2017" PDF. Sign up via Survey Monkey.

Day  Two: Thursday May 25, 2017

8:30 am - 9:00 am OPENING & PLENARY
Discussion of Capital Sources
  • Paul Weech, CEO, NeighborWorks America

9:00 am - 10:00 am
LENDING: CDFI Capital
  • Megan Teare, Wells Fargo Community Lending & Investment
  • Community Reinvestment Fund (invited)
  • Kevin Shipley, Midwest Minnesota CEO (invited)
REAL ESTATE: Real Estate Capital
  • Bob Taylor, Morgan Stanley
  • Dave Landis, Community Housing Capital
  • Jim Ferris, NeighborWorks Capital
CAPITAL: Enterprise Level
  • Rob Hammock, NeighborWorks Capital
  • Agnes Casimir, CFO, Atlanta Neighborhood Development Partnership
FINANCIAL REPORTING: ImpactUs
  • Liz Sessler, ImpactUs
10:00 am - 10:15 am BREAK

10:15 am - 11:30 am
LENDING: Cash Flow Management & Cash Flow Tools
  • Anjanette Brown, NHS of Chicago
RENTAL: Third party asset management, or more broadly, how to use contract services for portion of your routine biz analytics
  • Jenny Netzer, TCAM
  • Dana Moore, Compass Advisors
  • Len Tatem, Tatem Consulting
FUNDRAISING
  • Ann Clift, Foundation Communities
STRENGTH MATTERS - TAX ISSUES: Manging allocation of tax losses and credits to investor limited partners in tax credit rental housing (704b)
  • Daniel King, Cohn-Reznick
11:30 am - 1:00 pm LUNCH with discussion topics
 
1:00 pm - 2:15 pm 
LENDING: Playing Offense vs Defense: The Role of the CFO in Strategic Planning
  • Dave Callahan, NCALL
  • Chris Mallios, AAFE
  • Kimberly Lorensberg, GROW South Dakota
  • Jacki Robinson, NJ Community Capital
FOR SALE HOMEBUILDING: Managing the risk on 80-120%
  • Mike Vance, Mountain Housing Opportunities
RENTAL: Naturally Occurring Affordable Housing - Issues of private inurement, UBIT and safe harbor
  • Dana Moore, Compass Advisors
BUSINESS DRIVERS: Line of Business Performance Analysis
  • Lisa Salaices, Focus & Flow
2:15 pm - 2:30 pm BREAK

2:30 pm - 3:20 pm
LENDING: CFO interaction with the entire organization - How to best manage
  • Jacki Robinson, NJ Community Capital
  • Anjanette Brown, NHS of Chicago
  • Angela Dence, HomeHeadquarters
Succeeding with NW's Organizational Review Process
  • Kevin Morris, NeighborWorks America OAD
PEER EXCHANGE RENTAL: Year 15 Jam Session
  • John Kelley, Cambridge NAHS
  • Chris Cherry, Wesley Housing Dev Corp
STRENGTH MATTERS: FASB Issue Update
  • Dave Conway, Novogradac & Co.
  • Caroline Horton, Aeon CFO
3:30 pm - 4:20 pm
LENDING: Maximizing your Capital Structure
  • Dave Callahan, National Council on Agricultural Life and Labor Research Fund (NCALL)
LESSONS FROM SUSTAINABLE HOME OWNERSHIP PROJECT (SHP): Building profitability into your business lines
  • Danna Tally, NeighborWorks America (invited)
RENTAL DISCUSSION: MFI system
  • Phil Hood, NeighborWorks America
  • Harold Nassau, NeighborWorks America
STRENGTH MATTERS: Presenting your financial reports
  • Corinne Morrison, Eden
  • Scott Seamands, Lindquist, von Huse & Joyce

Day Three: Friday May 26, 2017

8:30 am - 9:00 am  
What Risk? Which Risk? What Did You Learn?
  • Laura Vennard, POAH/consultant
  • Paul Sussman, Tenderloin NDC
9:10 am - 10:00 am
RISK MANAGEMENT - TALENT / SUCCESSION
  • Mary White Vasys, Vasys Consulting
RISK MANAGEMENT - CORPORATE STRUCTURE: Real Estate Session
  • Ken Trigueiro, People's Self-Help Housing
DISASTER RECOVERY: Building risk management best practice across divisions
  • Paul Sussman, Tenderloin NDC
MODELING DEVELOPMENT PIPELINE RISK
  • Laura Vennard, POAH/consultant
HR related headaches - ERISA/ worker's comp rules: ACA
  • Terry Buelow, Creative Business Resources
  • Noemi Barraza, Creative Business Resources
10:10 am - 11:00 am
RISK MANAGEMENT - TALENT / SUCCESSION
  • Mary White Vasys, Vasys Consulting
RISK MANAGEMENT - CORPORATE STRUCTURE: Real Estate Session
  • Ken Trigueiro, People's Self-Help Housing
  • Paula Planthaber, NeighborWorks America
  • Steve Barbier, NeighborWorks America
RISK MANAGEMENT - ETHICS AND CONFLICTS OF INTEREST ON THE BOARD: Managing them when they actually occur
  • Shawna Engen, NeighborWorks Pocatello
MODELING DEVELOPMENT PIPELINE RISK
  • Laura Vennard, POAH/consultant
HR related headaches - ERISA/ worker's comp rules: ACA
  • Terry Buelow, Creative Business Resources
  • Noemi Barraza, Creative Business Resources
11:00 am - 11:30 am WRAP UP - EVALUATION - IDEAS FOR NEXT YEAR

Training & Services