Laughter, Learning and Lobster

Spectrum Seminars is coming home for our annual Tax Credit Symposium in Portland, Maine.  Join us August 28-30 and learn while you enjoy our coastal community at the peak of summer.  

Register Here!

Agenda:

Wednesday August 28, 2013

8-10AM Early Registration and Tour Sign-up

10AM-12PM Discover Portland Trolley Tour*

Register early and bring your paid guest for a trolley tour of Portland.          

12-1PM Late Registration

1PM Opening Session

Steve Rosenblatt, President of Spectrum Seminars welcomes you with special guests.

2-3PM Know Your Deal Part 1

Do you know why your property has so many layers of financing/subsidy? Listen to the expert panel with a State Allocating Agency representative, an owner/developer representative, an accountant, an investor, and a management representative.

3:30-4:30PM Know Your Deal Part 2

4:30-5PM Industry Trends with Steve Rosenblatt

5PM-7PM 35th Anniversary Party *

Celebrate the 35 years Steve has been in the industry!

Thursday August 29, 2013

8-9AM Breakfast and Late Registration

BREAKOUT SESSIONS:

9-10AM

1A Tenant File Compliance I (Income) with Erik Whitton

In these training sessions Erik Whitton from Spectrum Enterprises will discuss advanced topics of LIHTC compliance related to certifying low income households and maintaining good tenant files.  Topics will include screening and interviewing applicants, a discussion of management due diligence to prevent tenant fraud, using pay stubs and Work Number printouts to verify jobs, and testing income using year-to-date pay data.

1B HOME Compliance Issues

Join a panel of experts lead by Lois Churchill.

2A Tenant File Compliance II (Assets) with Erik Whitton

A sequel to the above; this session will focus on the portion of  Chapter 5 which defines tenant assets.

2B Compliance Housekeeping 10:30-11:30

Steve Rosenblatt will teach you how to keep your house in order.

Lunch 11:30-1:30PM

1:30-2:30PM

3A Creative Marketing Strategies

Learn new ways to increase  traffic, improve sales conversions and improve resident retention.  Emphasis on social media.  Lead by Melissa Zera.

3B Compliance Checklist: Applications, Tenant Selection and Wait Lists

3-4PM

4A Energy Efficiency and Utility Allowances

Explore energy initiatives and new rules and regulations with an expert panel.

4B Introductory Acq/Rehab Issues

Overview of Acq/Rehab issues including when to certify a tenant, transferring tenants between buildings, temporary relocation, when to begin the credit. 

4-5PM

5A Creative Residential Services

5B Advanced Acq/Rehab Issues

Detailed case studies reviewing some of the more complex compliance issues faced when doing an Acq/Rehab.

6-9PM Scenic Harbor Cruise and Island Lobster Bake*

Friday August 30, 2013

Breakfast 8-9AM

9-10:15AM Fair Housing Update: Elderly Housing Issues, Design

10:45-11:30AM Income Limits and the Gross Rent Floor

11:30-12PM Closing Session

*Indicates Paid Guest Events


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