Partners Conference

In 2001, we began the tradition of hosting the CAHEC Partners Conference, an annual event that allows CAHEC to celebrate our accomplishments over the last year and to show our appreciation for our many partnerships. Over time, this event has continued to grow, and in 2018 we welcomed more than 450 investors, developers, property managers, and third-party professionals who came from 22 states plus Washington, D.C. to the event.

The CAHEC Partners Conference promises a congenial opportunity for networking and keeping informed about changes in the tax credit arena. Developers, investors, and tax credit professionals learn about current economic, legislative, and regulatory issues impacting the tax credit industry as well as investors’ perspectives on equity market trends. Property Managers are offered opportunities to strengthen their grasp of tax credit compliance. The sessions combine training with educational interactive sessions that equip participants with the tools and know-how for managing a tax credit community.

Attendees also enjoy building new relationships and catching up with friends at the reception and dinner on the first evening of the conference. Highlighting the conference agenda, the annual Partners Appreciation Luncheon is the occasion where we recognize the hard work and achievements of this year’s CAHEC Award recipients.

CAHEC believes that the cost to attend the conference should not be an impediment to one’s attendance. Because of this, CAHEC offers this educational and networking program free of charge as part of our Community Investments.

Partners Building Communities


The 2019 CAHEC Partners Conference will be held on June 4 and June 5, 2019, at the Grandover Resort & Conference Center in Greensboro, North Carolina. All conference information, including the agenda, lodging information, and registration links can be found on our event website.

If you are interested in becoming a sponsor or have additional questions, please contact Amy Green at moc.c1558480155ehac@1558480155neerg1558480155a1558480155 or 919-645-9851.

2019 Sponsors

2018 Materials

2018 Presentation Downloads

Tuesday, June 5, 2018

1:30 PM – 3:00 PM

BOLT: Bulls, Owls, Lambs, & Tigers – Looking Through Your Communication Lens

Presentation – Debbie Phillips, The Quadrillion

Handout – BOLT survey w/ letters

3:15 PM – 5:15 PM

Fair Housing Refresher & Emerging Issues

Presentation – Rick Ellis, Ellis Property Management and Jack Holtzman, North Carolina Justice Center

Handout –  Reasonable Accommodation

Wednesday, June 6, 2018

8:30 AM – 10:00 AM

Bond Financing as a Tool to Finance LIHTC Deals

Presentation – Kent Neumann, Tiber Hudson; John Rucker, Stifel; and Pete TenEyck, PGIM Real Estate

LIHTC Compliance From the Housing Agency Perspective: Avoidable Mistakes & Issues Update

Handout 1 – North Carolina – Susan Westbrook, NCHFA

Handout 2 – Virginia – Erica Etterling, VHDA

Handout 3 – Kentucky – Phyllis Clem, KHC

Affordable Housing Investors Council Guidelines: Part I – Acquisitions & Underwriting

Presentation – Bobby Rozen

Affordable Housing Sales: Updates on LIHTC Brokerage, Transactions, Case Studies, & Tax Issues

Presentation – Derek DeHay, ARA Newmark

Presentation – Nancy Morton, Dauby, O’Connor, & Zaleski, LLC

10:15 AM – 11:45 AM

Coaching & Next Level Leadership

Presentation – Debbie Phillips, The Quadrillion

Handout 1 – Grow Model

Handout 2 – Professional Development Plan

Handout 3 – Reading Resources

Update on Legislative Initiatives Impacting Affordable Housing Property Management

Presentation – Babbie Jaco, Boyd Management, Inc.

1:45 PM – 2:45 PM

Capital Accounts: Stay Positive

Handout – Gregg Yeutter, Kutak Rock LLP

Fast Track Rent-Ups: Lessons From the Pros

Handout – Mitzi Ramsey, Winterwood Property Management

Tax Credit Insurance: GP Protection Against Loss of Credits

Handout – Jennifer Burchette, Scott Insurance

Handout – Sterling Sweeny, CJ Thomas Company

3:00 PM – 4:00 PM

Sexual Harassment in the Spotlight

Presentation – Susie Gibbons, Poyner Spruill LLP





2018 CAHEC Awards

On Wednesday, June 6, 2018, CAHEC held the annual CAHEC awards ceremony at the Grandover Resort & Conference Center in Greensboro, North Carolina. For the last 17 years, we have been honored to recognize outstanding organizations and individuals for their contributions to the affordable housing industry. This year was no exception.

CAHEC is pleased to share the winners of the 2018 CAHEC Awards:

  • Investor of the Year: Square 1 Bank, a division of Pacific Western Bank
  • Development of the Year: The Assembly Apartments, Greenville, South Carolina
  • Partner Spotlight Award: Food Bank of Central & Eastern North Carolina
  • Resident Spotlight Award: Allyson Shearin, Beal Street Square Apartments, Rocky Mount, North Carolina
  • Industry Impact Award: Robert Rozen