Final Agenda

GENERAL SESSIONS

ENJOYING THE JOURNEY––EVEN WHEN IT’S NOT SMOOTH SAILING 

Dave Caperton

Dave Caperton’s programs have been described by his many clients in business, education and healthcare as a perfect blend of relevant content and entertaining high-energy humor.  Drawing on his 20-plus years as an international keynote speaker, business owner, entrepreneur and executive coach and his background as an educator, stand-up comedian and comedy writer, Dave  Caperton combines his long business experience and award-winning teaching strategies with razor sharp humor and comic timing to provide transformative insights on engagement, service and managing perception in a way that delivers results and fun.

ANNUAL WASHINGTON UPDATE AND “ASK HUD”
Speakers confirmed
Moderator:  Donna Wickes • Southwest Regional Director, Public Housing
Tim Kaiser • Exec. Director • PHADA
D. J. Lavoy • Dep. Asst. Sec. for REAC
Todd Thomas • Acting Dir., Public Housing Programs • HUD Wash.
Steve Durham • Dir., Housing Voucher Programs • HUD Washington (or designee)

COMMISSIONERS

MANAGING AND PROTECTING THE REPUTATION OF YOUR AGENCY
Margaret Ritsch • Dir. of Public Affairs • Fort Worth Housing Solutions

In this interactive session, learn how to work with the news media whether to share great news or respond to inquiries in a crisis. You will also learn the “dos” and “don’ts” of crisis communication, with the partial government shutdown and even worse situations from around the country as examples.

OPTIMIZING THE COMMISSIONERS/STAFF PARTNERSHIP
Cristi LaJeunesse • Executive Director • Kenedy Housing Authority, et al

This session will discuss the basic give and take needed for a good Board/Staff partnership.  Included will be what the board needs from the staff (enough information to keep them from being blindsided or guessing about the state of the agency) and what the ED and staff need from the board (support when needed, less interference with day-to-day operations).

HOW WILL A NONPROFIT OR PUBLIC FACILITY CORPORATION BENEFIT MY PHA?
Arnold Padilla • Exec. Director • McAllen HA

This session will address the when, how, what, and now what of forming a nonprofit entity–nonprofit v. PFC, steps to creating, actors involved, relationship to PHA and staff, development/management options available after it is set up.

LEGAL MAYBE….BUT IS IT ETHICAL?
Michael Syme • Attorney • Fox Rothchild

This session will lead attendees through situa­tions dealing with ethical conduct for public entities with discussion of behavior which is legal and ethical, legal and unethical, and permutations of the same. will also discuss examples of pro­curement for goods and services and favors being sought of com­missioners.

COMMISSIONERS’  PRIMER ON RAD, LIHTC AND ASSET REPOSITIONING
JoAnn Rodriguez • VP for Asset Management •  BGC Advantage

This session will be a historical perspective and discussion of the Commissioner’s Role and what it means to explore RAD, LIHTC, Demo/Dispo, Voluntary Conversion, Declaration of Trust removal,  and what is the future of public housing.  Will include a discussion of community impact and PHA management impacts including the transition for staffing and the board from public to private partnerships.

AVOIDING LAWSUITS BUT HOW TO DEAL WHEN YOU CAN’T
Greg Mays • General Counsel • Dallas Housing Authority

This session will focus on the litigation process and provide helpful tips for dealing with or preventing lawsuits altogether.

MAINTENANCE

ALL ABOUT BED BUG MANAGEMENT
Sarah DiCicco • Pest Management Inc.
Lorraine Walls • Dir. of Public Housing • HUD Houston Office

Yes, they are still very much alive and creating havoc.  This session will discuss and compare all the available bed bug treatments for removal and measures necessary to prevent infestation and  re-infestation.  A HUD representative will also discuss what a PHA can and cannot do with respect to charging residents for treatment and how to handle residents who won’t comply with corrective or preventive measures.

ELECTRICAL 101
Angel Davila •
National Maintenance Trainer NAA • Monarch Investment & Management Group

This session will include how to use electrical test equipment, major electrical components, where and how these electrical components work, and their purposes within electrical systems. Also included will be electrical safety, electrical terminology, improving overall efficiency, and common problems/solutions to electrical issues. There will also be some hands on training on how to perform lockout- tagout to a breaker box, the proper way to install receptacles and switches, and how to connect copper to aluminum wiring.

HVAC TRICKS OF THE TRADE/2020 PHASE OUT OF R22 & WHAT IT WILL MEAN
Angel Davila • National Maintenance Trainer NAA •  Monarch Investment & Management Group

This session will cover tips and tricks to service HVAC systems as well as the newest technological advances in HVAC repair and installation that will allow maintenance staff  to work smarter, not harder. Also covered in this session are the new EPA regulations that could result in heavy fines if the property is not in compliance. In 2020, the EPA has mandated the phase out of R-22 because of its high ozone depletion.  Presenter will be discussing: R-410A conversions, substitute refrigerants, and how to avoid cross contaminating HVAC systems

PREVENTIVE MAINTENANCE – INTERIOR/EXTERIOR
Angel Davila • National Maintenance Trainer NAA • Monarch Investment & Management Group

It’s better to prepare and prevent than to repair and repent. This session will discuss best practices for developing a preventive maintenance program that works and fits the needs of your community. Learn about the best way to plan ahead, suggested materials lists for preventive maintenance,  maintenance shop organization, and what should be done in house or best left to contractors.

PLUMBING 101
Angel Davila • National Maintenance Trainer NAA • Monarch Investment & Management Group

Clogged drains, leaky faucets, and stopped up toilets are a regular part of a service technicians day, but what about an underground water main break? Those stubborn mystery leaks behind walls? A rotten egg smell from the tap? Or collapsed sewer lines underneath the foundation? Come learn (and use) some specialty tools that will make dealing with these unfortunate emergencies a breeze. The session will also cover plumbing basics, water distribution at the community, DWV (drain, waste, vent), water conservation, terminology, and some common problems/solutions to plumbing issues you may be experiencing at your property.

ANNUAL REAC INSPECTIONS REVIEW AND UPDATE
Bruce McNatt • 
J Bruce McNatt UPCS Inspections
John Richman • Richman Inspection Services

This session by a seasoned UPCS inspector is our annual “what’s hot” coverage of REAC inspections, plus recent changes to the inspection protocol, process or emphasis that inspection staff need to know. It will also include tips for keeping and/or achieving high scores.

RISK MANAGEMENT – PHA LIABILITY AND SAFETY
Darral Oliver • TML Intergovernmental Risk Pool
Manuel Trejo • TML Intergovernmental Risk Pool

Without proper risk management and accident prevention measures, PHAs can have significant exposures for employees, tenants, and property. This session focuses on people, policies, facilities, equipment, property, and liability considerations related to PHA operations, including general safety precautions, personal protective equipment, housekeeping and proper storage guidelines, materials handling, vehicle/equipment operations, fires, liability considerations.

RAD/REPOSITIONING

ASSET REPOSITIONING–RAD, SECTION 18, STREAMLINED VOLUNTARY CONVERSION–REMOVING SOME OF THE MYSTERY (Part 1 and 2)
David Pohler • Dir., Public Housing • HUD San Antonio
Anthony Landecker • Acting Director-Office of Public Housing • Little Rock Field Office
Naomi Byrne • Stinger Consulting

HUD has been urging all PHAs to look into the possibilities, especially as future public housing funding is being threatened.  This session will discuss the options and compare them.  Will any of these options benefit your agency or are you better off with the status quo?

PROTECTING TENANTS FROM DISPLACEMENT AND THE PHA FROM TROUBLE
Naomi Byrne • Stinger  Consulting
Chad Wakefield •  OPC Services

This session will discuss how to ensure your tenants’ housing and relocation rights are protected in the world of asset repositioning.  Learn what relocation requirements apply to different conversion methods and if a PHA is requesting Tenant Protection Vouchers, what you need to know about what your AND your tenants’ rights are.

PROPERTY MANAGEMENT AND TRANSITIONAL ISSUES
JoAnn Rodriguez •  VP for Asset Management • BGC Advantage

This session will cover critical issues to weigh when transitioning from public housing to management partnerships.   Will discuss management agreements, fee structures, and the unique roles played by the public housing authority, the management company, and the partnership (investors).  Explores the critical issues when transitioning, including financial reporting, staffing plans, compliance concerns, and communication plus considerations if you will be working with another PHA to administer your vouchers.

RAD CONVERSIONS: AN ACCOUNTING VIEW POINT
Jason Casterline • CPA • BDO PHA Finance

This session will trace HUD funding from pre-conversion, year of conversion and post conversion. This session will also discuss accounting transactions during the conversion and post-conversion process.

POST RAD CONVERSION TIPS, CHALLENGES, PITFALLS­­­­­—AND OPPORTUNITIES
Michael Bowen • Principal • The Transformation Group

Many PHAs feel overwhelmed by the thought of RAD and the overall impact on staff and residents.  Recent RAD programmatic changes enhance the long term viability of the program. Now that many PHAs embrace RAD, the next question is, what happens post RAD conversion and how can the RAD program deliver on expected promises? This session will serve as an overview of the hurdles that PHAs face in a RAD transaction after the RAD conversion is approved.  Attendees will be provided with examples of solutions other PHAs have implemented nationwide.

GENERAL INTEREST

PREPARING FOR A POSITIVE AUDIT
Chad Porter • CPA • Smith Marion & Company

This session will cover the down and dirty of how to prepare for positive results  on your audit.  It will cover what you and your fee accountant need to be doing as well as what the auditor should be doing.  It also includes a look at common errors in FDS reporting noted by REAC.

PROTECTION, PREVENTION, POSITIVITY – KEEPING YOUR EMPLOYEES SAFE
Jana Woelfel • Attorney • Clark Hill Strasburger

Workplace violence can range from discourtesy to verbal assault or even physical aggression. This session will introduce you to warning signs, techniques to defuse a situation, when to contact local law enforcement, how to minimize liability, and how to help employees with the issues faced.  Hypothetical situations will be discussed and questions will be encouraged.

NO WAY I CAN DO IT ALL! – MANAGING YOUR TIME EFFECTIVELY
Joyce M. White • CEO • Leadership Living, Inc.

As housing authority professionals there are so many tasks that we have to handle, how can anyone be expected to successfully juggle all of the responsibilities that are associated with getting the work done? While the answers are not simple, we do have some tips to help you maximize the time you have to work effectively and efficiently to handle the most important tasks, and accomplish important goals.

BUYER’S GUIDE TO VIDEO SURVEILLANCE: LEARN FROM OTHERS’ MI$TAKE$
Clayton Burnett • Director of Innovation & New Technologies • Watchtower Security

In light of recent events and the increased awareness of crime, safety and security are paramount in protecting your reputation, assets, residents and employees.  Expectations vs. Reality rarely meet when it comes to video surveillance. is it right for your community or could your investment be better spent elsewhere? This session will cover the best practices, common pitfalls, and the future uses of video surveillance.

EIV SECURITY AWARENESS TRAINING PLUS PIC/EIV “LAB”
Cristi LaJeunesse • Exec. Director • Kenedy HA, et al

EIV users are required to have annual security awareness training to refresh and update their initial training. This session will provide that training.  It will also include discussion of the new EIV Income Validation Tool.   Opportunity will be provided for PHA staff to get help with PIC/EIV online issues.

EMPLOYMENT LAW REVIEW AND UPDATE
Tommy Simmons • Atty. • Texas Workforce Commission

This session will cover general federal and state employment law updates for 2019.  It will include recent legislation, rule changes, and court cases that affect employer/employee issues.

CYBER RISK–AVOIDING PITFALLS
Aaron Hardiman • TML Intergovernmental Risk Pool

This session will discuss the complexities related to cyber risk and how to identify and treat the

perils of transacting business in a cyber world.

DIVERSITY:  THE NEW BUZZ WORD, BUT HOW DOES IT AFFECT YOU?
Todae Charles • Special Projects Coordinator • BGC Advantage

Diversity in the workplace can be a double-edged sword.  Diversity increases the group brainpower with its different perceptions, concepts and experiences.   But diversity also can cause conflict.  Dealing with diversity goes beyond just learning to respect gender, age, religious, race, ethnic, cultural, sexual and language differences..  You need to understand how differences can work for your team instead of against it.

PUBLIC HOUSING

RENT, RENT, RENT–SO MANY CHOICES, WHAT DO I DO?
Cristi LaJeunesse • Exec.  Director • Kenedy HA, et al

This session will discuss the various rents with which Public Housing staff has to deal and when they are applicable:  income based, flat, hard ship, minimum, mixed, over income.  It will also bring you the latest on the new Over Income Limit rule.

PROCUREMENT FOR DUMMIES, (Part 1 and 2)
MaryAnn Russ • Consultant • former ED, Dallas HA

What are micro-purchases, small purchases and sealed bidding procurement methods and when must each be used?  How are construction and maintenance jobs different?  When does Davis Bacon factor in?  This session is a no-nonsense walk through the various procurement methods and requirements which can often seem daunting.

DIFFICULT TENANTS — DIFFICULT ENFORCEMENT — DIFFICULT EVICTIONS
MaryAnn Russ • Consultant • former ED, Dallas HA

This session will discuss some of the biggest challenges PHAs face with lease enforcement:  how to deal with difficult families, how to diffuse problems between tenants, how to prevent evictions if possible, how to document properly if the only path appears to be eviction.  It will also touch on the importance of strong lease enforcement–how lack of it affects the PHAs’ bottom line, tenant and staff morale and overall PHA operation.

NAVIGATING THE SEA OF DEVELOPMENT ALPHABET SOUP
Michael Syme • Attorney •  Fox Rothchild

This session will guide you through the confusing world of development/redevelopment acronyms–LIHTC, PBV, PBRA, RAD, CNIG.   It will dive into the numerous funding sources available to develop or revitalize affordable housing with a focus on low-income tax credits and RAD, Historic Tax Credits, utilizing affiliates and/or instrumentalities.

ANNUAL HOT TOPICS FOR PUBLIC HOUSING ACCOUNTING
Jason Casterline • CPA • BDO PHA Finance

This session will discuss the much anticipated implementation of Public Housing Cash management. The session will include a discussion on HUD’s motivation to transition to this new policy, examine two possible methodologies that HUD could use to provide funding to PHAs and discuss possible issues and impacts Public Housing Cash Management will have on PHAs.

HOUSING CHOICE VOUCHER

PORTABILITY: THE BALANCING ACT – ABSORBING VS BILLING
Selarstean Mitchell • VP for Assisted Housing • Fort Worth Housing Solutions

In a market of rising rents, how do you balance the need to lease up with the requirement to operate within budget authority when it comes to portability?  When to absorb and when to port becomes the question.  How does “Small Area Fair Market Rents” impact the decision? This session will explore these important questions that every Housing Choice Voucher Program Manager must address.

IMPLEMENTING AND UTILIZING SAFMR (SMALL AREA FMRs)
Mark Lewis • Product Manager • MRI Software

This session will address the most common questions asked by PHAs as they implement the Small Area Fair Market Rent requirements announced in PIH 2018-01.  Included are 3 case studies for PHAs  that were part of HUD’s original demonstration program and have successfully implemented the requirements each using a different approach.

ANNUAL HOT TOPICS FOR HCV ACCOUNTING
Jason Casterline • CPA • BDO PHA Finance

This session will discuss strategies and techniques to monitor HAP funding and to maximize leasing using HUD’s Two-Year Tool (TYT). The instructor will discuss the fundamentals of the TYT as an instrument to work with funding and leasing information to enhance leasing during the year and monitor possible short-fall scenarios.

A SUPERVISOR’S GUIDE TO COLLECTING, DOCUMENTING, AND SUBMITTING SEMAP CERTIFICATION
Jeremy Spence • The Nelrod Company

This session will focus on the planning and delegation of collecting SEMAP indicator data. Each indicator, along with specific data needed to score each indicator, will be addressed. Also covered will be how to use all the data and resources available to monitor operations throughout the year and maximize funding for your voucher program.

PUBLIC HOUSING/HOUSING CHOICE VOUCHER

ASK THE RIGHT QUESTIONS TO GET THE RIGHT ANSWERS
JoAnn Rodriguez • VP for Asset Management • BGC Advantage
Todae Charles • Special Projects Coordinator • BGC Advantage

This  session will explore best practices for training your team members how to interview residents/clients and listen, to collect the information you need. Case studies will include interviewing techniques, review of PHA verification forms, and policy decisions that will assist the agency in preventing fraud, reducing errors, and improving the customer experience.

WHEN YOU’D LIKE TO TRUST BUT YOU NEED TO VERIFY
MaryAnn Russ • Consultant • former ED, Dallas HA

This session will deal with some of the toughest verification challenges, like  children claimed as dependents but not living in the household, husbands claiming to be absent BUT living in the household, family claims Zero Income but you know there’s help coming in from somewhere.  Presenter will provide practical and legal ways to verify the “difficult to prove”.

BEST PRACTICES FOR TENANT SCREENING
Mark Lewis • Director, Product Management of Affordable and Public Housing • MRI Software

This session will provide best practices for tenant screening and demonstrate how taking the additional step of running a background check before admission can save you from a lot of occupancy headaches later.  Session will cover HUD guidelines for background checks, incorporating tenant screening into your current procedures and how to select a tenant screening partner.

FAMILY SELF SUFFICIENCY/RESIDENT SERVICES

HUD UPDATES ON THE FSS PROGRAM
Jogchum Poodt • FSS Program Manager • HUD Washington

This session will cover general updates on FSS, information on the composite score published in November 2018 and the proposed Statutory rule changes provided for by The Economic Growth, Regulatory Relief, and Consumer Protection Act of May 24, 2018.

OPEN MIC”-  REAL TALK ABOUT ENHANCING AND ENRICHING YOUR FSS AND ROSS PROGRAMS
Charles Eldridge • Grant Administrator • HUD Washington
Deana Broussard •  FSS and Homeownership Manager • Fort Worth Housing Solutions

This session will deal with how to connect and/or re-connect with your local HUD field offices to stay abreast of latest information and regulations.  Get practical answers on how to ensure your FSS and ROSS SC programs are performing effectively.

COLLABORATION AND COORDINATION: BEST PRACTICES TO ACHIEVE AND MAINTAIN SELF-SUFFICIENCY
Lorraine Walls • Public Housing Director •
Houston HUD Field Offices,
Janett Lewis • Director of Housing • DETCOG
Veronica Thomas • FSS Coordinator • DETCOG
Dr. Jeri Lyons • FSS Coordinator • Galveston Housing Authority

Learn some of HUD’s Best Practices for the FSS Program. Interface with local area PHA’s to learn what they are doing to boost client success in their FSS programs.

TEXAS WORKFORCE COMMISSION (TWC) AND TEXAS WORKFORCE SOLUTIONS – SECURING QUALITY CHILD CARE
Courtney Arbour • Workforce Division Director • Texas  Workforce  Commission
Mike Temple • Director • Gulf Coast Workforce Board 

In Texas more than 130,000 children per day are served through the TWC subsidized child care program.  Learn how families and PHA’s can better connect with the Workforce Solutions offices to access subsidized child care and what the state is doing to improve the quality of care.

IMPLEMENTING A SUCCESSFUL ROSS PROGRAM
Tremayne Youmans •
Neighborhood Community & Investment Specialist • HUD Washington
Charles Eldridge • National Grant Administrator • HUD Washington

Provide Resident Opportunity and Self-Sufficiency (ROSS) staff with the tools to run a successful ROSS program. This session will teach you the ROSS overview basics, how ROSS funds may be used, the main role of Service Coordinators, working effectively with residents, working effectively with partners, and ROSS reporting requirements.

COMMUNITY REINVESTMENT ACT (CRA) – “PARTNERING WITH PURPOSE
Scarlett Duplechain • District Community Affairs Officer • US Office of Comptroller of the Currency

Learn the purpose of CRA and why it was implemented.  Understand how CRA partnerships can benefit FSS and ROSS programs by providing outside funding and support.

OPERATING YOUR ROSS AND FSS PROGRAMS FROM A COORDINATOR’S PERSPECTIVE
Dana Sinegal • ROSS Coordinator • Fort Worth Housing Solutions
Lachelle Goodrich • ROSS Service/EnVision Center Coordinator • Fort Worth Hsg. Sol.

Learn practical strategies to coordinate service activities, successfully engage clients and secure/maintain community partnerships.   Share Best Practices on reaching program goals and operating effective ROSS and FSS programs.