All times Eastern. Agenda subject to change.

Unless otherwise noted, sessions are open to all attendees registered for the HOME and HTF module.

Sunday, January 11

11:00 am – 5:30 pm

Badge Pick-Up and Registration

1:00 pm – 2:30 pm

CONCURRENT SESSIONS

HOME Essentials, Part 1

New to the HOME program or looking for a refresher? This three-part session will cover all the HOME program basics, including what you need to know about eligible activities, affordability and income requirements, monitoring and compliance, community housing development organizations (CHDOs), and program deadlines.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

HOME Rental Compliance, Part 1

This three-part session dives into the details of HOME rental compliance requirements in an advanced session covering inspections, rents, utility allowances, income documentation, and tools to track the status of activities and compliance in your portfolio.

TRAINERS
Jennifer Miller, Senior Manager, Housing and Community Development | ICF
Kristen Richmond, Senior Manager | ICF

2:30 pm – 2:45 pm 

Break

2:45 pm – 3:45 pm

CONCURRENT SESSIONS

HOME Essentials, Part 2

Refer to the session description under Part 1.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

HOME Rental Compliance, Part 2

Refer to the session description under Part 1.

TRAINERS
Jennifer Miller, Senior Manager, Housing and Community Development | ICF
Kristen Richmond, Senior Manager | ICF

3:45 pm – 4:00 pm 

Break

4:00 pm – 5:30 pm

CONCURRENT SESSIONS

HOME Essentials, Part 3

Refer to the session description under Part 1.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

HOME Rental Compliance, Part 3

Refer to the session description under Part 1.

TRAINERS
Jennifer Miller, Senior Manager, Housing and Community Development | ICF
Kristen Richmond, Senior Manager | ICF

Monday, January 12

7:45 am – 5:00 pm 

Badge Pick-Up and Registration

8:00 am – 8:55 am

Continental Breakfast

9:00 am – 10:00 am

PLENARY SESSION

The Washington Update

As 2026 begins, housing affordability is making news and driving legislative and regulatory action in Washington. Congress is on the precipice of advancing historic housing policy legislation — the ROAD to Housing and the Housing for the 21st Century acts — the administration is considering far-reaching regulatory changes, and FY 2026 HUD funding hangs in the balance. Hear from DC housing policy insiders about what this means for HOME, the Housing Trust Fund, and other HUD programs. 

DISCUSSION LEADER
Jennifer Schwartz, Director of Tax and Housing Advocacy | National Council of State Housing Agencies

SPEAKERS
Beth Cooper, Managing Director of Housing Policy | National Housing Trust
Mark Kudlowitz, Senior Policy Director | LISC
Liz Osborn, Vice President of Policy | Enterprise Community Partners

10:00 am – 10:15 am

Break

10:15 am – 11:45 am

CONCURRENT SESSIONS

IDIS Basics, Part 1

Learn the basics of using the Integrated Disbursement and Information System (IDIS), the reporting system participating jurisdictions use to track their HOME grants and program activities. 

TRAINERS
Heidi Schilpp, Senior Analyst, Housing Programs and Data Systems | The Cloudburst Group
Susan Walsh, Senior Technical Assistance Advisor | The Cloudburst Group

Multiple Subsidy Deal Structuring and Compliance, Part 1

During this two-part session, explore the intricacies of structuring deals that rely on Housing Credit equity as well as HOME, HOME-ARP, or HTF. Learn how to reconcile differing compliance requirements across subsidies.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

11:45 am – 1:00 pm

Networking Lunch

Plated meal service ends at 12:45 pm.

12:30 pm – 4:15 pm

Zeffert's Java Joint Open

1:00 pm – 2:15 pm

CONCURRENT SESSIONS

HOTMA Hot Topics

During this session, an industry expert guides you through implementation of the Housing Opportunity Through Modernization Act (HOTMA) and answers your questions about new income and asset calculations, income exclusions, and safe harbor allowances for HOME and HTF. Learn how to use NCSHA’s HOTMA-compliant tenant income certification, asset certification, and other model forms.

TRAINER
Scott Michael Dunn, Chief Executive Officer/Owner | Costello Compliance

IDIS Basics, Part 2

Delve deeper into the IDIS mechanics discussed in Part 1. Discover basic and intermediate IDIS functionality and how to use it most effectively.

TRAINERS
Heidi Schilpp, Senior Analyst, Housing Programs and Data Systems | The Cloudburst Group
Susan Walsh, Senior Technical Assistance Advisor | The Cloudburst Group

Multiple Subsidy Deal Structuring and Compliance, Part 2

Refer to the session description under Part 1.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

2:15 pm – 2:30 pm 

Break

2:30 pm – 3:45 pm

CONCURRENT SESSIONS

Housing Trust Fund Essentials, Part 1

In this two-part introductory session, expert trainers cover the Housing Trust Fund’s key statutory and regulatory requirements, federal funding updates, eligible activities and expenses, planning documents, and design of rental and homeownership programs.

TRAINERS
Jennifer Miller, Senior Manager, Housing and Community Development | ICF
Kristen Richmond, Senior Manager | ICF

IDIS, Part 3: Grant Closeout

Build on Parts 1 and 2 with further discussions about IDIS featuring more advanced functions, including grant closeout.

TRAINERS
Heidi Schilpp, Senior Analyst, Housing Programs and Data Systems | The Cloudburst Group
Susan Walsh, Senior Technical Assistance Advisor | The Cloudburst Group

NSPIRE Update and Next Steps

Explore HUD’s Implementation of National Standards for the Physical Inspection of Real Estate (NSPIRE) standards, how the standards apply to HOME and HTF properties, and what this means for program administrators and users. 

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

3:45 pm – 4:00 pm 

Break

4:00 pm – 5:15 pm

CONCURRENT SESSIONS

Home Buyer Training

Wondering about establishing or expanding a homeownership or homeowner rehab program using HOME funds? Learn about the unique challenges and opportunities in using HOME funds for down payment assistance, acquisition or new construction of owner-occupied housing, and homeowner rehab.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

Housing Trust Fund Essentials, Part 2

Refer to the session description under Part 1.

TRAINERS
Jennifer Miller, Senior Manager, Housing and Community Development | ICF
Kristen Richmond, Senior Manager | ICF

5:15 pm – 6:15 pm 

HOME and Housing Trust Fund Happy Hour

Expand your network as you connect with old friends and make new ones among your peers in the affordable housing community.

Tuesday, January 13

7:45 am – 12:00 pm 

Badge Pick-Up and Registration

8:00 am – 8:55 am 

Continental Breakfast

9:00 am – 10:15 am

PLENARY SESSION

HOME 2025 Final Rule Implementation

The 2025 HOME final rule created the most significant changes to the program in over a decade. Gain a better understanding of how the new rule revises and updates requirements to make the HOME program easier to administer, including changes to CHDO requirements, alignment with other affordable housing programs, and simplification of rules for small rental housing projects.

TRAINERS
Monte Franke, Principal | Franke Consulting Group
Stephen Lathom, Senior Consultant | TDA Consulting

10:15 am – 10:30 am 

Break

10:30 am – 12:00 pm

COMMUNITY MEET-UP | HOME and HTF

Open only to HFA and Associate members and HTF administrators registered for the HOME and HTF module.

Join other HOME and HTF administrators in an informal and candid conversation about all aspects of HOME and HTF program administration. 

DISCUSSION LEADERS
Rhiannon Avery, HOME Programs Manager | Idaho Housing and Finance Association
Rebecca Whidby, Housing Development Officer | South Dakota Housing Development Authority