2026 Sponsors

Agenda

Wednesday, June 3, 2026

7-9 a.m.‍ ‍Exhibitor Setup

8 a.m. - 5 p.m.‍ ‍Registration Open

9 - 11:30 a.m.‍ ‍Expo Hall Open

11:15 a.m. - 12:30 p.m. ‍ ‍Welcoming Lunch

12:45 - 2:15 p.m. Block 1 Sessions

  • Speaker:
    Susie Ortega, Assistant Director of Compliance, M&L Compliance Management

    The HOTMA regulations that took effect January 1, 2024, significantly changed income determination rules across the LIHTC, HOME, and HTF programs — reshaping how eligibility is calculated in affordable housing. In this interactive session, participants will gain practical guidance on applying the new requirements, including updated household definitions, revised income inclusions and exclusions, student financial assistance rules, and other key compliance updates. Through real-world case studies, attendees will leave confident in navigating HOTMA’s impact on eligibility and program oversight.

  • Speakers:
    Kurtis Livering, Director of Housing Management, Pennsylvania Housing Finance Agency
    Khalifah Harding, Manager of Project Operations, Pennsylvania Housing Finance Agency

    Technology is like a revolving door. There is always something newer, faster, later and greater! Pennsylvania Housing Finance Agency is transitioning to new software in 2026 and would like to highlight the benefits, as well as discuss a tentative timeline and plans for implementation. 

  • Speakers:
    Lisa Santiago, Housing Management Representative II, Pennsylvania Housing Finance Agency
    Karen Anderson, Housing Management Representative I, Pennsylvania Housing Finance Agency

    Join PHFA staff to navigate through an overview of Agency requirements for LIHTC properties with Agency Financing (HOME, HTF, Agency mortgage, etc.). Topics include timelines, annual and ongoing reporting requirements, management reviews and tenant file requirements, and rent summaries. 

  • Speaker:
    Shannon Mowery, Vice President of Community Impact, Pennrose

    Proper documentation is a key component for a successful Service Coordinator.  Join us in this session to gain a better understanding of why proper documentation is so important and how to achieve success.  You will also learn what information is required to be documented and how to document.  There are several ways to document efficiently…find out which ways is best for you!  Confidentiality is a critical component of documentation; find out how to protect it while providing proper documentation. 

  • Speaker:
    George Dillman, Consumer Outreach Specialist, PA Department of Banking & Securities

    Every day people are getting scammed out of THOUSANDS of dollars by so called “professionals” looking to separate them from their hard-earned money. This presentation introduces us to commonly used tactics, what to look for and how to avoid them.

  • Speaker:
    Tylin Colston, Housing Representative I, Pennsylvania Housing Finance Agency

    Join an interactive session where required PHFA documentation is reviewed, step by step and have a conversation with other supports coordinators for best steps for completion. 

  • Speaker:
    Karla Trammell, MSW, LSW, Director of Resident Services and Community Impact, Trek Development

    Learn about Fresh Start: an eviction prevention award program started by Trek Development to support residents with rent delinquencies. The goal of the program is to keep residents stably housed with compassion and accountability. Launched in March 2026; hear about the program rollout, successes, and lessons learned.

2:15 - 2:25 p.m. ‍ ‍Break & Expo Hall Open

2:25 - 3:15 p.m.‍ ‍Block 2 Sessions

  • Speaker:
    Susie Ortega, Assistant Director of Compliance, M&L Compliance Management

    The HOTMA regulations that took effect January 1, 2024, introduced significant changes to how household eligibility is determined—particularly in the treatment of assets and asset income. This interactive session will provide clear guidance on what qualifies as an asset under HOTMA, how to calculate income derived from assets, and the key compliance updates impacting eligibility determinations. Through practical case studies, attendees will strengthen their understanding and leave prepared to apply the new asset rules with confidence.

  • Speaker:
    Kara Rea, Compliance Manager, HCCP, COS, BOS, Trek Development Group

    This session will discuss how to efficiently create required management documents for a new or new to you property, and submit them to PHFA for approval using the PHFA checklists as a guide. We will review areas that need detailed attention and how to submit corrections.   

  • Speakers:
    Tammie Fizpatrick, COO, HDC MidAtlantic
    Jaime Shillady, Director of Property Management, HDC MidAtlantic

    Stable housing is essential for individuals returning from incarceration. This workshop highlights how HDC revised its resident selection process using a trauma-informed approach to criminal record reviews, reducing barriers to housing access for justice-involved individuals while promoting safety, dignity, and long-term housing stability. 

  • Speaker:
    George Dillman, Consumer Outreach Specialist, PA Department of Banking & Securities

    This presentation is an overview of how banks and credit unions work. This includes the evolving “role” they play…..and will play (future trends). We also discuss the differences between types of accounts; the importance of balancing accounts; what to do if you have had banking issues in the past; what types of questions you should ask before opening an account; and what deposit insurance does and does not cover.  

  • Speaker:
    Lisa Scott, Housing Services Representative II, Pennsylvania Housing Finance Agency

    This session is for service coordinators, property managers who provide supportive services and service providers who work at family properties. Share, learn and express your opinion and ideas freely. Be a part of this great networking experience for anyone who provides supportive services. Please email questions or discussion topics in advance to Lisa Scott, lscott@phfa.org  

  • Speaker:
    Will Hall, CEO, Pennsylvania Assistive Technology Foundation

    In this session, presenters will give examples of how smart technology can make housing more accessible either by installing the technology at the time of construction or retro-fitting existing housing. Presenters will also describe how people can fund their smart, assistive technology.

  • Speaker:
    William Jones, Housing Services Representative, Pennsylvania Housing Finance Agency

    This session equips attendees to connect Veterans with VA services including medical, mental health, and housing resources while building a clear understanding of the VA home Loan benefits, eligibility, and the full loan process to better support Pennsylvania’s Veterans.

4:30-6 p.m. Cocktail Reception with Exhibitors

Thursday, June 4, 2026

7 a.m. - 5 p.m.‍ ‍Registration Open

8 - 9:15 a.m. ‍ ‍Keynote Breakfast

Speaker: Eric McAlvey
US Paralympic Athlete & Retired US Marine Corps Officer
Eric served as an infantry officer in the United States Marine Corps. He was wounded in Afghanistan in 2011 by an IED. Recovering from the amputation, Eric began training for IronMan and now competes in racing events across the country. As a motivational speaker, Eric motivates others to tackle their challenges and build pride in their lives. 

9:30 - 10:30 a.m. Block 3 Sessions

  • Speaker:
    Susie Ortega, Assistant Director of Compliance, M&L Compliance Management

    Join us for a focused overview of the key operational compliance changes affecting HOME-assisted rental housing under the new 2025 HOME Final Rule, released January 6, 2025, and effective April 20, 2025. Designed for HOME Owner/Agents responsible for onsite compliance, this session will cover updated income determination methods, rent and tenant-based rental assistance requirements, utility allowances, and strengthened tenant protections and lease provisions. Attendees will leave with clear, practical guidance to confidently implement the new rule and maintain full compliance.

  • Speaker:
    Kerri Wise, Section 8 Compliance Officer, Pennsylvania Housing Finance Agency

    Attention all EIV Coordinators, EIV Users and Property Managers: If you find EIV confusing, this session is for you. We will breakdown and simplify how to read EIV reports, set up a binder and resolve discrepancies timely. Avoid a 5% penalty on the property voucher for not using EIV “in its entirety” as required by HUD.   

  • Speaker:
    Corporal Aaron Allen, Pennsylvania State Police, Office of Community Engagement

    During this presentation, we observe and discuss several examples of poor de-escalation, as  well as some examples of favorable de-escalation. We also teach Officers how to recognize anger in both themselves, as well as the violator, and how to overcome such emotions. 

  • Speaker:
    Tiffany Holden, Director of Community Impact, Pennrose Management Company

    Do you truly feel like you belong in your work environment? Are conflicts handled constructively, and are mistakes seen as opportunities for team learning? 

    In this interactive session on psychological safety, we will tackle the silent barriers that exist in many workplaces—the fear of speaking up, the hesitation to challenge the norm, and the pressure to "not rock the boat." 

    A healthy workplace culture should empower individuals to take risks, explore new ideas, and even fail—without fear of blame or backlash. This session is designed to motivate, inspire, and equip you to feel safe, supported, and confident in your role and among your team. 

    Join us as we build a culture where every voice matters. 

  • Speakers:
    Dawn Edwards, Inglis SDHP
    Larisa Yusko, Regional Housing Coordinator, Inglis SDHP

    This session will share resources and advocacy strategies as a guide to attainable Home Ownership for people with disabilities. Together, we will familiarize ourselves with the complete process of homeownership for those interested in buying a home and discuss how to create new homeownership opportunities through Accessory Dwelling Units.  

  • Speaker:
    Holly Zugay, Senior Financial Education Officer, Pennsylvania Housing Finance Agency

    Gig work or short-term temporary work outside of the traditional full-time employment has become a popular way to earn money thanks to COVID-19.  This session will discuss the pros and cons of working in the gig economy, marketing platforms, and tax and other financial risks of gig work.  Attendees will also walk away with questions to ask when considering gig work. 

  • Speaker:
    AJ Johnson, President, AJ Johnson Consulting Services, Inc.

    This one-hour training provides maintenance staff with the essential knowledge to recognize and prevent Fair Housing violations in daily operations. Participants will learn how maintenance practices, recordkeeping, and resident interactions directly impact compliance. Key topics include proper handling of work orders, avoiding favoritism, entering units appropriately, preventing sexual harassment, and understanding disability-related accommodations. Real-world examples and clear code-of-conduct guidelines reinforce the importance of professionalism, documentation, and consistency in service delivery. This focused session equips maintenance personnel to protect themselves and their communities by ensuring that every resident receives fair, respectful, and equal treatment under the law. 

10:30 - 10:45 .m. Break

10:45 - 11:45 a.m. Block 4 Sessions

  • Speaker:
    Alison Hendrick, Director of Operations, NDC Asset Management

    Please join Allison Hendrick and PHFA staff to discuss current challenging topics in property management. Engage in discussions and learn best practices to sharpen your property management and compliance skills. This is an open forum and a great opportunity to share your experience and gain knowledge. 

  • Speakers:
    Lori Staggert, Housing Management Representative II, Pennsylvania Housing Finance Agency
    Stacy Bampton, Housing Management Representative II, Pennsylvania Housing Finance Agency

    Join this interactive session with PHFA Housing Management Representatives who will help newer property managers gain the knowledge and confidence to be successful. This session will cover day-to-day property management functions and how to prepare for a successful PHFA Management Review. Participants will also be provided with policies and procedures that will help to manage properties and meet compliance requirements. 

  • Speaker:
    Corporal Aaron Allen, Pennsylvania State Police, Office of Community Engagement

    This presentation depicts many examples of Implicit Bias within the advertising field, hiring practices, lending practices, policing, and more.  We use this presentation to show the audiencehow to recognize implicit bias, and how to overcome it. 

  • Speaker:
    Kerri Wise, Section 8 Compliance Officer, Pennsylvania Housing Finance Agency

    This learning session is jam-packed with Best Practices for creating and maintaining 811 files.  Come ready to take notes and join the discussion in this interactive session.  When you leave, you will have a better understanding of the 811 program as it relates to HUD compliance, including common file findings and ways to makes compliance easier. This session will provide helpful strategies to eliminate mistakes and provide an understanding of the nuances of the 811 PRA program. 

  • CFSC/ CESC: Ethics and Boundaries

    Speaker:
    Robert “Teke” Drummond, SVP Business Development, UDSF

    This session is a resource panel of speakers gathering to discuss partnerships, initiatives and available resources. Be a part of this great networking opportunity for anyone who is looking for resources from DHS & UDSF.

  • Speaker:
    Natashia Ross, Service Coordinator, JLD Property Management

    Caring for others is deeply rewarding—but it can also take a toll on emotional and physical well-being. This interactive session explores practical strategies to recognize, prevent, and manage compassion fatigue and burnout. Participants will learn how to maintain empathy and effectiveness while protecting their own mental health. 

  • Speakers:
    Caleb Alexander, Technical Services Representative I, Pennsylvania Housing Finance Agency
    Kevin Hankins, Vice President of Maintenance, Pennrose Management Company

    Please join us with your questions and offer your expertise and/or concerns at this Maintenance Roundtable Sessions.  This is an open forum and a great opportunity to share your experience and gain knowledge from other housing professionals and PHFA Staff.   

11:45 a.m. - 1 p.m. Lunch

1:15 - 2:45 p.m.‍ ‍Block 5 Sessions

  • Speaker:
    Brittany Mellinger, Fair Housing Training & Outreach Coordinator, Pennsylvania Human Relations Commission

    Join the Pennsylvania Human Relations Commission for an exploration of how to navigate requests from tenants with disabilities.  We’ll discuss fair housing protections, the reasonable accommodation process, and how to deal with real-life scenarios that housing professionals face in ensuring equal access to housing opportunities. 

  • Speaker:
    AJ Johnson, President, AJ Johnson Consulting Services

    Managing multifamily projects with multiple funding sources involves navigating a complex web of overlapping and sometimes conflicting rules. This 1.5-hour session offers a practical roadmap for property managers and compliance professionals managing LIHTC properties that also involve HUD, Rural Development, HOME, or Bond financing. Participants will examine key differences in eligibility, income calculation, rent setting, and utility allowances, and learn strategies to align these requirements using the “most restrictive rule” principle. Real-world examples demonstrate how to stay compliant and prevent loss of credit or subsidies. The session emphasizes the importance of documentation, organization, and proactive coordination among program administrators. 

  • Speaker:
    Kristen Dent, Director of Service Coordination, Presbyterian SeniorCare Network

    Please join us for an interactive session where participants will learn from each other’s best practices and build on their current skills. Participants will take away new skills to assist them in capturing their work leading to a more accurate self-led performance review.   

  • Speaker:
    Lynn Bourchier, Paramedic, PA EMS Educator, QPR Instructor, Butler County CISM Team

    This session will consist of a lecture presentation where participants will learn about QPR and the method used when interacting with a potentially suicidal person; role-playing, where participants will practice the intervention; and a Q&A/Discussion period.

  • Speakers:
    Caleb Alexander, Technical Services Representative I, PHFA
    Ralph Shires, Technical Services Representative II, PHFA

    Please join us with your questions and offer your expertise at this Maintenance Roundtable Sessions.  This seTake a practical walk-through of an NSPIRE inspection and gain a clearer understanding of the inspector’s role in your property’s success. This session will highlight common inspection deficiencies and provide actionable strategies to help you prepare confidently for your next NSPIRE review. Attendees will leave better equipped to anticipate issues, strengthen compliance, and support successful inspection outcomes.

2:45 - 3 p.m. Break

3 - 4:30 p.m.‍ ‍Block 6 Sessions

  • Speaker:
    Monique Snyder, Special Claims Analyst II, Pennsylvania Housing Finance Agency

    Are you managing a site with Project-Based Section 8 or Section 811? Join Monique Snyder from PHFA along with your peers in a roundtable discussion regarding voucher submission, special claims processing, and unique situations. Engage in discussions and learn best practices for certifications and Special Claims processing.

  • Speaker:
    Rick Capozzi, Founder/President, Capozzi Group & Survival Mindset

    This session empowers employees at all levels to lead from where they are. Participants will learn how to influence without authority, manage projects effectively, solve problems creatively, and adapt to change—developing leadership skills that strengthen collaboration, innovation, and performance across all areas of organization. 

  • Speaker:
    AJ Johnson, President, AJ Consulting Services, Inc.

    This fast-paced 1.5-hour session tackles the most critical issues in the acquisition and rehabilitation of LIHTC properties. We walk through the placed-in-service rules, acquisition versus rehabilitation credit timing, and the minimum expenditure test—laying out what must be done, when, and why it matters. Attendees will learn how to properly qualify existing residents under the 120-day rule, navigate safe-harbor income testing, avoid common pitfalls when transferring residents, and address relocation challenges. We’ll also break down rent-setting, income-limit selection, and key Form 8609 elections. A practical, straight-shooting guide to keeping deals compliant and investors confident. 

  • Speakers:
    Karen Markle BCBA, Director of Autism and Clinical Integration, Familylinks
    Isaiah Baynes, Behavior Technician, FamilyLinks
    Krystal Detweiler, Behavior Health Technician, FamilyLinks

    This session will share the strategies and competencies needed to engage tenants of differing interests, abilities and resources. Ideas and resources will be provided along with interactive activities to work through barriers as well as maximize successful engagement. Will also share the information from recent community study that highlights obstacles and opportunities within their local community.   

  • Speakers:
    Keona Hudson, Pennsylvania Housing Finance Agency
    William Jones, Pennsylvania Housing Finance Agency

    Explore how family systems and role clarity impact housing stability and decision making. Learn practical strategies to identify key roles, improve communication, and reduce stress during crises empowering families to work together effectively for better outcomes 

  • Speaker:
    Lynn Bourchier, Paramedic, PA EMS Educator, QPR Instructor, Butler County CISM Team

    This session will consist of a lecture presentation where participants will learn about QPR and the method used when interacting with a potentially suicidal person; role-playing, where participants will practice the intervention; and a Q&A/Discussion period.

  • Speakers:
    Caleb Alexander, Technical Services Representative I, PHFA
    Todd Demming, Senior Maintenance Supervisor, Preservation Management
    Chris Cerra, Senior Maintenance Technician, Preservation Management

    Learn practical strategies to extend the life of your property through effective preventive maintenance planning. This session will guide attendees through building a comprehensive preventive maintenance checklist and highlight how a well-structured plan supports both novice and seasoned maintenance teams. Participants will gain actionable insights to maintain their properties efficiently today while protecting long-term performance and value.

Friday June 5, 2026

7 - 9 a.m. Registration Open

8 - 9:15 a.m. Breakfast

9:30-11 a.m. Block 7 Sessions

  • Speaker:
    Rick Capozzi, Founder/President, Capozzi Group & Survival Mindset

    This session explores how to handle high-stakes conversations with empathy, composure, and a touch of humor. Attendees will learn techniques for managing emotions, de-escalating conflict, and delivering tough news while maintaining professionalism and trust— transforming difficult dialogues into opportunities for connection and understanding. 

  • Speaker:
    Kurt Livering, Director of Housing Management, Pennsylvania Housing Finance Agency

    Join the Director of Housing Management, Kurt Livering, and the Housing Management Division Team for an interactive session on what’s new and on the horizon at PHFA impacting Housing Management.  Meet PHFA Housing Management Division representatives who will provide a brief overview of annual requirements and what’s new in their department prior to a Questions & Answers session.   

  • Speaker:
    Tylin Colston, Housing Services Representative I, Pennsylvania Housing Finance Agency

    A positive relationship between the Service Coordinator and the Property Manager contributes to the success of the property.  This session will define each role, how they overlap and tips on how to build the relationship.  Teamwork makes the dream work! 

    This session is part of the Certificate in Elder Service Coordination (CESC) program and the Certificate in Family Service Coordination (CFSC) program.  The CESC & CFSC are professional development programs for Service Coordinators, Property Managers, and Service Providers that establish an enhanced level of expertise in Service Coordination for Senior Properties and Family Developments 

  • Speaker:
    Megan Shreve, CEO, South Central Community Action Programs

    This session builds a shared mental model of life in poverty and identifies what it costs to live in our community and then we examine how unmet basic needs constrain decision-making. Participants explore how individual behavior reflects systemic conditions, and how restoring stability, time, and space is essential for meaningful, sustainable change.

  • Speaker:
    Ashley Lynn, Holistic Wellness Coach, Bubbles of Blessings

    In this segment, we will cover some challenging scenarios we experience in the Real Estate/Property Management Industry and how to maintain self care, keep clear focus and overall wellbeing.

  • Speaker:
    Pat LaMarche, Advocate, Author, Journalist, Charles Bruce Foundation

    Meaningful dialogue about homelessness is essential—from community members to lawmakers to first responders—and this session will equip you to initiate and navigate those conversations with confidence. Drawing on firsthand experience speaking to diverse audiences, the presenter will address common misconceptions, the role of trauma, and the emotional and societal barriers that often shape the discussion. The session will also examine how recent federal regulatory changes, funding reductions, and eligibility shifts are impacting communities and the individuals most affected by homelessness.