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ndcacademy.org
NDC
ACADEMY 2015
The National Development Council is pleased to bring the NDC Academy 2015 to our economic and community
development colleagues from across the U.S. The theme of NDC Academy 2015 is “Your Work Moves Your
Community and Our Country Forward.” With the 114th Congress only a few months old, the timing of the NDC
Academy 2015 couldn’t be better. It will present an opportunity to see and hear directly from those who are
confronting the policy challenges that profoundly affect the Community Development world. Elected officials,
Administration and Congressional staff, advocates and program experts will be on the program and on-site to
bring us up to date and, just as important, to hear from those of us who are on the front lines of community
development every day.
Even on the far side of the Great Recession, the needs of low and moderate income communities — for quality
housing, better jobs and improved services — are great and growing. The Academy will focus on the latest tools
and techniques that economic and community development professionals can utilize to achieve results for the
people they serve. The Academy is a unique training and networking opportunity for community development
professionals who want to keep up with both the changing policy environment and the latest in best practices.
You will hear from and speak to key policy makers, program officials and NDC finance experts. You will choose
from a full range of training sessions on financing tools and development strategies for every type of community
development project. From the old standards — HUD Section 108, Low Income Housing Tax Credits and tax
increment financing — to the still-evolving techniques for structuring the EB–5 Immigrant Investment Program,
Social Impact Bonds and New Markets Tax Credits. The Academy gives you the tools you need to reach your
community development goals.
Fast-paced sessions, each on a specific tool or development strategy, are offered in concurrent tracks. Choose any
combination of sessions to match your interests, all of which are taught with the same skill and real-world expertise
that has made NDC training premier in the field. The emphasis, as in all of NDC training, is on getting projects
from plan to reality. Meet and hear the latest from program and policy experts, learn about innovative community
development projects from the people who made them happen, meet with your Congressional delegations
on Capitol Hill, and celebrate the important work of our colleagues in communities across the United States.
SPONSORED BY
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NDC Academy 2015: Conference agenda
DAY 1
Tuesday, May 12
TRACK 1
Creative Financing
7:00 AM
Registration
8:00 AM to 9:00 AM
Breakfast
9:00 AM to 11:45 AM
Plenary Session
Priorities of the 114th Congress
The 2015 Federal budget
2015 Appropriations
Federal development finance program updates
12:00 PM to 1:15 PM
Keynote Luncheon
1:30 PM to 3:15 PM
3:30 PM to 5:15 PM
New Directions
for the CDFI Fund
Everyday Resiliency:
Lessons Learned from
Disaster Recovery
The Case for Rural
America: Why Investment
Matters
EB-5: A New Tool for Job
and Real Estate
Development
Federal Financing Tools
Revitalizing Public Housing
in America: New
Approaches
The Promise and
Impact of CRA
Networking Reception Washington Marriott Georgetown
P3: The American Model
Business Incubators and
Accelerators: Innovations
and Trends
Affordable Housing:
Preservation through
Collaboration
Land Banking and
Brownfield
Redevelopment
After Boardwalk:
Structuring Historic Tax
Credits
Pay for Success - Social
Impact Bonds: New
Funding for Social Change
or Another Step in
Privatization?
LIHTCs: Navagating the
Times
Community Quarterbacks
& Collective Impact for
Community Development
DAY 2
Wednesday, May 13
8:30 AM to 10:15 AM
10:30 AM to 12:15 PM
Lunch on Your Own
Capitol Hill Primer (12:30 - 1:15)
12:15 PM to 1:30 PM
1:30 PM to 5:00 PM
Capitol Hill Visits
DAY 3
Thursday, May 14
Business Development
Capitol
Finance
andHill
Job Visits
Creation
Programs
Housing Development
Finance Programs
DC Project Tour
Capitol Hill Reception
Voting for Project Finalists
6:00 PM to 7:30 PM
8:30 AM to 9:30 AM
Project Showcases
9:30 AM to 9:45 AM
Vote for Winners in each Track
10:00 AM to 12:00 PM
TRACK 4
Community
Development
Essential Due
Diligence for Business and
Real Estate Projects
5:30 PM to 7:00 PM
The Latest in NMTCs rom
Attracting Allocation
through Unwind
Crowdsourcing:
Connecting People,
Communities & Capital
The Politics of Getting
Affordable Housing
Financed and Developed
12:15 PM to 1:15 PM
Awards Luncheon
1:15 PM to 2:30 PM
Awards Ceremony
2:30 PM
End of Academy
Schedule is subject to change. Please visit NDCAcademy.org to
view the most current schedule and course descriptions.
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TRACK 3
Housing
Development
TRACK 2
Job Creation
Mixed-Use and
Historic Real Estate
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Day 1 – TUEsday, May 12th
9:00–11:45AM
PLENARY SESSION
The NDC Academy 2015 is strategically timed so that we can
take stock of the new Congress, which is only a few short months
into its term, and that we can hear what the Executive Branch
is planning in terms of programs and initiatives, and so that we
can learn how our field may be affected by shifting rules and
regulations. A sampling of what this plenary session will cover:
• Priorities of the 114th Congress
• The 2015 Federal Budget
• 2015 Appropriations
• Federal development finance program updates
And as more emerges from Congress and the Administration
in the first months of 2015, these matters will be added to the
Plenary Session so that we can all be ready to achieve results with
the best and latest information.
12:00-1:15pm
LUNCH KEYNOTE SPEAKER
1:30–3:15PM
TRACK 1 – Creative Financing / 1:30–3:15PM
Essential Due Diligence for Business and Real Estate Projects
This session takes an in-depth look at the types of essential information needed from developers and businesses to thoroughly
underwrite community development deals. Learn the sources of this information along with the details that are important for
determining a project’s viability and need for gap financing. Strategies for accessing information that is difficult to obtain or not
forthcoming are also explored.
TRACK 2 – Job Creation / 1:30–3:15PM
New Directions for the CDFI Fund
The important role of Community Development Financial Institutions in providing credit to low-income communities is critical
to their success in meeting goals for microenterprise and small business growth and affordable housing and community facility
development. CDFIs conduct a wide range of lending activities through different types of entities, including loan funds, credit
unions, community development corporations and community development banks. This session explores the latest trends and best
practices in the industry as well as future goals of the CDFI Fund. Presenters include lenders and government funders, CDFI staff
and advocates.
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TRACK 3 – Housing Development / 1:30–3:15PM
Everyday Resiliency: Lessons Learned from Disaster Recovery
HUD has invested significant time and energy to make their Transformation Initiatives comprehensive and well-integrated by
aligning them with HUD’s strategic plan. Get up to date on HUD’s plans and progress in developing Transformation Initiatives to
improve the impact of programs and provide program partners with strategies, information and tools they need to successfully
implement HUD programs in complex local environments.
TRACK 4 – Community Development / 1:30–3:15PM
The Case for Rural America: Why Investment Matters
Three top leaders from USDA will describe the agency’s increased efforts to spur rural economic and housing development. USDA
can act as a catalyst to attract additional investment through stewardship of its assets and partnership development.
“The NDC Academy featured
a stellar lineup of workshops
from the best in our industry. Learning from the new
models and ideas that were
shared gave me food for
thought and action
at home.”
–Kirk Rose
Executive Director
Anchorage Community Land Trust
Working to Change
our future through
community
transformations
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3:30–5:15PM
TRACK 1 – Creative Financing / 3:30–5:15PM
TRACK 3 – Housing Development / 3:30–5:15PM
EB-5: A New Tool for Job and Real
Estate Development
Revitalizing Public Housing in America:
New Approaches
Use of the Federal EB-5 Immigrant Investor Program, where
preferred immigration status is offered to attract investment
in job creating investments in the United States, reached
its statutory visa limit for the first time in August 2014.
Investments attracted by the program are impacting the
financial feasibility of critical economic development projects
across the country. This panel will explore how this relatively
new financing tool is being used and how it can help your
community bring high impact projects to fruition.
The backlog of necessary rehabilitation and replacement for
public housing across the nation requires fresh approaches and
financing tools – including mixed-finance and HUD’s Rental
Assistance Demonstration (RAD). This panel investigates
how housing authorities and their development partners are
implementing innovative approaches to preserve and expand
affordable housing options.
TRACK 2 – Job Creation / 3:30–5:15PM
Federal Financing Tools
Federal, community, and economic development financing
programs are essential tools in our industry that leverage
private debt and equity and fill critical financing gaps.
Understanding these tools—HUD CDBG including Section 108
and CD Float loans, EDA, USDA and EPA programs, and how
to best deploy them are often critical to achieving community
results. Real projects are used to explore best practices for
underserved communities.
TRACK 4 – Community Development / 3:30–5:15PM
The Promise and Impact of CRA
The Community Reinvestment Act’s requirements include
that banks invest where their depositors live, drives millions
of dollars of debt and equity for housing and economic
development projects in low and moderate income
neighborhoods. Learn the latest on how CRA exams are
changing and how these changes can impact the development
landscape in years to come.
5:30–7:00PM
Networking Reception Washington Marriott Georgetown
“I enjoyed visiting the
community development
work taking place in D.C.
that allowed me to meet with
many of our future
community development
leaders, especially our new
HUD secretary Julian Castro.”
– Charles V. Vang
Senior Advisor
Hmong Wisconsin Chamber of Commerce
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Day 2 – WEDNEsday, May 13th
8:30–10:15AM
TRACK 1 – Creative Financing / 8:30–10:15AM
P3: The American Model
The pros and cons to using the nation’s leading P3 approach to development social infrastructure will be presented and
discussed. The session will compare and contrast the American Model (blending tax exempt financing with private delivery,
operations and maintenance) with the International Model. Case studies and project examples will be explored to address
common misconceptions about using public –private partnerships for developing critical government buildings.
TRACK 2 – Job Creation / 8:30–10:15AM
Business Incubators and Accelerators: Innovations and Trends
In addition to retaining and expanding existing businesses, many communities invest in innovative approaches to incubating
new enterprises and accelerating start-ups. Panelists will discuss model programs that are delivering significant results and
financing tools that can support new program and facility development.
TRACK 3 – Housing Development / 8:30–10:15AM
Affordable Housing: Preservation through Collaboration
Connecticut Governor Dannel Malloy pledged $300 million over ten years to be used for capital improvements for the
State’s aged affordable housing portfolio. The State’s challenge is now how to best leverage this investment resources
and expand the capacity of the state housing authorities. The Connecticut Affordable Housing Academy is a collaborative
being used to support these efforts. The session explores how a combination of training, technical assistance, and
orchestrated dialogue among the state and LIHTC equity investors is helping prepare redevelopment projects.
TRACK 4 – Community Development / 8:30–10:15AM
Land Banking and Brownfield Redevelopment
The Great Recession launched new and expanded land banking programs across the U.S. as one strategy for addressing
abandoned and underutilized housing and industrial sites. Best practices in landbank management and brownfield redevelopment
to return these sites to productive use, including environmental remediation, demolition, site preparation and marketing, are
explored by this panel of program managers and funders.
10:30AM–12:15PM
TRACK 1 – Creative Financing / 10:30AM–12:15PM
After Boardwalk: Structuring Historic Tax Credits
The Historic Boardwalk and subsequent tax court cases have driven major changes in how historic preservation deals are
using Rehabilitation Tax Credits are structured over the past three years. Learn the latest in how the development community
is adapting to this new environment and how critical projects – large and small – are moving forward.
TRACK 2 – Job Creation / 10:30AM–12:15PM
Pay for Success - Social Impact Bonds: New Funding for Social Change or Another Step in
Privatization?
Traditional community development efforts sometimes need a reboot but program funding traditions and tight local
government budgets limit program change and innovation. New “pay for success” funding models are emerging to bring
financial scale to social investments ranging from jail recidivism programs to early childhood education. Is this another private
sector takeover of public services or a prudent step in systems reform that is accountable for improving low-income family
lives. The panel will examine efforts around the country with a specific focus on the realities of program change, the details of
sourcing private capital and early lessons learned.
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10:30AM–12:15PM
TRACK 3 – Housing Development / 10:30AM–12:15PM
TRACK 4 – Community Development / 10:30AM–12:15PM
LIHTCs: Navigating the Times
Community Quarterbacks & Collective Impact for
Community Development
Approaching it’s 30th anniversary, the Low-Income Housing Tax
Credit (LIHTC) program remains the major source of financing
for affordable housing development across the U.S. Using this
program, NDC’s Corporate Equity Fund, L.P., has invested
over $1.5 billion in more than 8,000 units from Seattle to rural
Kentucky to the Commonwealth of Puerto Rico. This session
provides a description of the LIHTC program and explains how
it works. Participants learn the threshold criteria for using the
credits and how to calculate credits for a project using realworld cases. The session also covers recent changes to LIHTC
legislation.
Increasingly, community developers are using collaborative,
integrated approaches to tackle complex problems at the
neighborhood and regional levels. Whether called a community
quarterback or backbone organization, collective impact
strategies aimed at community change require an organization
to bring together diverse stakeholders to achieve a shared
vision. Using the Partners in Progress initiative as an example,
panelists will explore the role and importance of the community
quarterback, describe local examples of collective impact and
discuss the financing tools that can support this work.
1:30–5:00PM
TRACK 2 – Job Creation / 1:30–5:00PM
TRACK 3 – Housing Development / 1:30–5:00PM
Business Development Finance
and Job Creation Programs
Housing Development Finance Programs
Financing that helps small businesses create much-needed
jobs is key to the nation’s continued economic recovery.
In this session, experienced practitioner and professional
novice alike get a solid overview of state-of-the-art economic
development finance for small businesses—both the core
of basic methods and tools, and newest techniques and
applications. Financing resources for all job creation projects
and activities—Federal programs, TIF, RLFs and more—are
included in this session.
Housing, and especially affordable housing, is still at the heart
of every community development strategy. This comprehensive
overview of affordable housing finance and development
is designed for both non-profit and public sector housing
development practitioners. Key issues for developers and
funders are addressed along with the range of debt and equity
investment vehicles.
1:30–5:00PM
Meet with your Congressional delegation
CAPITOL HILL PRIMER & VISITS
The Capitol Hill Primer and visits to participants’
Congressional delegations returns to Academy 2015.
The Primer will be offered from 12:30 to 1:15 PM which will
provide logistical information, suggested talking points on
critical development finance programs and procedures for
meeting with your representatives and their staff.
“It is always a pleasure to meet with Kentuckians
when they visit our nation’s capital, and to hear
about the issues that are important to them. It is a
vital process in our democracy because hearing from
constituents helps me better represent the people of
Kentucky in the United States Senate.”
– U.S. Senate Majority Leader Mitch McConnell (R-KY)
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6:00–7:30PM
CAPITOL HILL RECEPTION
We invite you to join us for an evening on Capitol Hill.
Network with legislators and Congressional staff, policy
makers, Federal program experts and colleagues. Enjoy
cocktails and hors d’oeuvres, and celebrate the work of
our community partners who are putting development
finance programs to work generating investments, jobs, and
economic and housing opportunities in communities across
the country.
And cast your votes for the finalists who will be announced
at the end of the Capitol Hill Reception. The projects selected
as finalists will be presented in detail Thursday morning at
the Project Showcases by the deal-doers themselves.
Day 3 – Thursday, May 14th
8:30–9:30AM
NDC ACADEMY 2015
AWARDS PROJECT SHOWCASES
NDC community colleagues throughout the country are among the
most dedicated and creative community and economic development
professionals in the business. The Project Showcases highlight some
of their most challenging and creative projects. Academy participants
will have the opportunity to learn how these projects were taken from
concept to reality. In addition to informal presentations, questionand-answer sessions will provide an opportunity to explore in-depth
the details of their problem-solving strategies and any constraints or
road blocks they overcame before attendees submit their final votes.
Winning projects will be honored at the NDC Academy 2015 Awards
Luncheon that immediately follows the conclusion of the morning
classroom sessions. Attend the Project Showcase that most interests
you:
TRACK 1 – Creative Financing
TRACK 2 – Job Creation
TRACK 3 – Housing Development
TRACK 4 – Community Development
Submit your own community’s project for consideration.
To apply and learn more, visit NDCAcademy.org
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10:00AM–12:00PM
TRACK 1 – Creative Financing / 10:00AM–12:00PM
The Latest in NMTCs from Attracting Allocation
through Unwind
Explore the next level of understanding in using the NMTC
program with a panel of industry experts. Whether you are
already a CDE with an allocation, or hoping to become one,
or whether you are planning to seek NMTCs for a project,
this material will help you get the most out of the program.
Following the moderated panel discussion, the expert panelists
will be available to answer your questions.
TRACK 2 – Job Creation / 10:00AM–12:00PM
Crowdsourcing: Connecting People, Communities
& Capital
1:15–2:30PM
NDC Academy 2015
Awards Ceremony
NDC is pleased to honor our community development
colleagues for their hard work, creativity, and
perseverance. Academy attendees will have the
opportuity to learn about their innovative projects at
the Capitol Hill Reception and to ask questions of the
deal-doers themselves during the Project Showcases.
Cast your vote for the projects that inspire you the most
and congratulate the peer-selected winners at the NDC
Academy 2015 Awards Ceremony.
Regional strategies to promote start-ups, expand existing
businesses and attract new employers based on an
understanding of the industry clusters that are most likely to
succeed in a region have grown in recent years. The success
of these efforts and research suggesting new directions will
be explored.
TRACK 3 – Housing Development / 10:00AM–12:00PM
The Politics of Getting Affordable
Housing Financed and Developed
“Not In My Back Yard” reactions to affordable housing
projects and slow progress in expanding the number and
types of mixed-income developments are representative
of the political challenges that continue to confront the
affordable housing industry. Policies and practices that
bridge these divides are analyzed in this panel that will also
draw heavily on experience of participants.
TRACK 4 – Community Development / 10:00AM–12:00PM
Mixed-Use and Historic Real Estate
Neighborhoods are at their best when people gather in
an area designed for activities that bring a community
alive—retail, entertainment, services, public facilities, and
common areas. There are many financial tools available for
redevelopment of these areas, and if brought together in the
right way, for the right uses, they can do the job. Older, historic
neighborhoods have special opportunities for adaptive reuse
and new construction—with buildings that are ideally suited
to retrofitting multiple uses in one structure. But how do you
use single-purpose financing tools to structure financing for
a mixed-use facility? What instruments are available and
appropriate? What if their criteria seem to be contradictory?
This course answers those questions and more.
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More on the
NDC Academy 2015
Tuition
Tuition is $825, inclusive of NDC Academy 2015 sessions, Capitol Hill
Reception and NDC Academy 2015 Awards luncheon. Individuals
who register and submit payment before April 11, 2015 may take a
10% discount. The discount is not available for payments received
after this date.
Registration
Register at NDCAcademy.org no later than April 26th, 2015 to
ensure that you receive your Academy presession information.
Academy 2015 Site
The NDC Academy 2015 will be held at:
Washington Marriott Georgetown
1221 22nd St. NW
Washington, DC 20037
(202) 872-1500
NDC Academy 2015 Group Rate: $224
Travel and Hotel Accommodations
Lead Sponsor
Participants must make their own hotel reservations and are
responsible for their travel expenses, including airfare, hotel
accommodations and meals. A block of hotel rooms at the the
Academy site have been secured at a special group rate and are
available until April 23, 2015 or until the block is filled- whichever
occurs first.
General Information & Recertification
The attire for the NDC Academy 2015 and the Capitol Hill Reception
is business casual. Participants should bring paper pads, pens,
pencils and a calculator for use during the NDC Academy 2015
courses. The NDC Academy 2015 schedule is subject to change.
NDC reserves the right to cancel the NDC Academy 2015 or
specific sessions and make tuition refunds only. NDC Academy is
an approved activity for NDC recertification.
Support the NDC Academy 2015
For information on Academy sponsorship and support, please visit
ndcacademy.org or contact the Training Office at 859-578-4850.
Join us at the ndc academy 2015
in Washington, DC May 12-14!
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who is NDC?
Contact NDC
The National Development Council, founded in 1969, is a national 501(c)(3)
non-profit that has evolved into one of the most progressive and innovative
community and economic development organizations in the United States.
Mission driven to strengthen the economies of rural and urban underserved and distressed communities, NDC is a comprehensive supplier of
financing, development expertise and technical assistance for community
revitalization efforts throughout the nation. NDC’s work has strengthened
the economies of communities in all 50 states and Puerto Rico. NDC has
been the catalyst for creating a national infrastructure of economic and
housing development finance professionals by training more than 3,000
practitioners annually in all aspects of financing for economic, community
and affordable housing development.
TRAINING OFFICE
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Edgewood, KY 41017
(859) 578-4850
[email protected]
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708 Third Ave., Suite 710
New York, NY 10017
(212) 682-1106
WASHINGTON, D.C. OFFICE
www.nationaldevelopmentcouncil.org
Office of Public Policy & Advocacy
1100 H Street, Suite 1200
Washington, D.C. 20005
(202) 400-3680
[email protected]
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