Archive of Event Handouts and Materials — 2007

The Community Development department of the Federal Reserve Bank of San Francisco sponsors and develops workshops and conferences on community development issues throughout the year. The archive below contains handouts, links, and reference materials from these events. Be sure to check back frequently as new meetings are added to the archive.

San Diego CRA Roundtable
December 17, 2007

San Diego financial institutions participated in a discussion of new CRA investment and lending initiatives, including an update on local San Diego financial education programs, and a panel discussion by federal banking examiners on the topic of the new CRA Questions &Answers (Q&A).  This roundtable was sponsored by the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency.

Questions? Contact Melody Winter Nava at (213) 683-293

Foreclosure Prevention Trainings

Salida – November 13 & 14, 2007
Los Angeles - Thursday, December 6, 2007
Phoenix - December 7, 2007

The Federal Reserve Bank of San Francisco, the U.S. Department of HUD and the Office of the Comptroller of the Currency arranged with Chase's Homeownership Preservation Office to provide Foreclosure Prevention Training to stakeholders working to mitigate foreclosures in several cities around the 12th district. This training provided an opportunity to expand the breadth of counseling resources for sustaining homeownership in distressed areas.

Questions in Northern California? Contact Lena Robinson at 415-974-2717
Questions in Southern California? Contact Melody Winter Nava at 213-683-2932
Questions in Arizona ? Contact Jan Bontrager at 415-974-3370

Preserving Homeownership—Preserving Communities
Salt Lake City, UT
Thursday, November 29, 2007
Sponsored by the Community Affairs Offices of the Federal Reserve Bank of San Francisco, the Office of the Comptroller of the Currency, Federal Deposit Insurance Corporation, and Office of Thrift Supervision

We hosted a discussion of community responses to rising mortgage defaults and foreclosures. Several indicators suggest that more homeowners may be at risk of losing their homes, threatening to reverse gains in homeownership and destabilize low-income neighborhoods. This forum focused on collaborative solutions for borrowers and neighborhoods affected by foreclosures.

Agenda

Learn more about the forums

Questions? Contact Jan Bontrager at 415-974-3370

Los Angeles CRA Roundtable
November 7, 2007

Los Angeles area financial institutions were  invited to participate in a lively discussion of new CRA investment and lending initiatives, including an introduction to the financial service needs of the special needs population, and a panel discussion by federal banking examiners on the topic of the new CRA Questions &Answers (Q&A). This roundtable was sponsored by the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency.

Roundtable Agenda

Questions? Contact Melody Winter Nava at (213) 683-293

Nevada CRA Roundtable
Las Vegas, Nevada
November 1, 2007

Sponsored by the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency, Nevada financial institutions were invited to join to learn more about new CRA opportunities, including: Access to Healthcare Network, workforce housing, the status of infrastructure for community development financing, updates on foreclosure prevention activities in Nevada, the Nevada Bankers’ Collaborative initiatives and the new regulatory CRA Questions & Answers (Q&A).

Questions? Contact Jan Bontrager at 415-974-337

Tribal leaders and staff, lenders, title companies, and others gathered at workshops across the country on improving the mortgage approval process in Indian Country.  Participants learn how they could help tribal members become homeowners by helping make the mortgage approval process more efficient. Participants also shared experiences regarding mortgage loans and got their tough questions answered by industry experts.

Workshop Presentations:

Bureau of Indian Affairs: Mortgage Processing Procedures and Challenges
BIA Lease Lending Memo Timeline
BIA Mortgage Lending: Guarantee & Direct Loan Programs & Direct Loan Programs
Section 184 Indian Housing Loan Guarantee Program
BIA Eastern Region Mortgage Process
BIA Great Plains Region Mortgage Process
BIA Navajo Region Mortgage Process
BIA Western Region Mortgage Process
BIA Trust Mortgage Document List

Process Review: Requirements and Challenges
HUD Environmental Requirements and Review Process
USDA Rural Development Review Process
Stewart Title Guaranty Company

Workshop Brochure (PDF - 1.65MB)

First-Time Homebuyer Forum
Gleneden Beach, OR
October 24, 2007

Sponsored by the Federal Reserve Bank of San Francisco and Western Title Company, this breakfast gather realtors, lenders, and civic officials to learned about resources available for first-time homebuyers and how they could collaborate with the Linn, Benton, Lincoln Housing Resource Center to make more Oregonians homeowners.

Forum Agenda (PDF - 211KB)

Developing Affordable Housing:
Avoiding Roadblocks and Clearing Hurdles
Honolulu, Hawaii
October 17, 2007

This conference presented best practices on how to avoid costly and time-consuming barriers to constructing affordable housing in Hawaii. This conference brought together representatives from national and local housing organizations, financial institutions, nonprofit organizations, government representatives, and other interested in promoting affordable housing.

Conference Agenda (PDF - 1.44KB)

Questions? Contact Craig Nolte at (206) 343-3761.

Employer Assisted Homeownership Benefits Forum
Hood River, Oregon
October 10, 2007

Providing homeownership assistance for new and existing staff can be an effective tool to attract and retain skilled employees, reduce turnover costs, and improve workforce stability. Employers, lenders, homebuyer education organizations, and government officials participated in a special forum to learn more about employer assisted homeownership benefits.

Forum Agenda (PDF - 1.23MB)

Individual Development Account Forum
Salt Lake City, Utah

Sponsored by the Federal Reserve Bank of San Francisco, Southern Utah University, Utah Individual Development Account Network, and the Utah House Majority Leader, community leaders gathered to discuss the potential expansion of the Utah IDA Network into Southwestern Utah.

Forum Agenda (PDF - 155KB)

UIDAN's Individual Development Accounts (IDA) Brochure (PDF - 202KB)

Questions? Contact Jan Bontrager at 415-974-337

Rural Community Development Venture Capital Conference
Board of Governors of the Federal Reserve System, Washington, DC
Friday, October 5, 2007

Arizona CRA Roundtable
Phoenix, AZ
October 4, 2007

Sponsored by the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency, Arizona financial institutions gathered to learn more about new CRA opportunities, including: ACRC, IOLTA accounts, the International Rescue Committee, the Foreclosure Prevention Workgroup, partnering with minority financial institutions and a discussion of the new CRA Questions & Answers.

Questions? Contact Jan Bontrager at 415-974-3370

Brownfields - New Markets for Lenders:
Investing for the Future of Your Northwest
October 2, 2007 Portland, OR

Civic officials, lenders, and community based organizations gathered at this one-day workshop and heard from regional and national experts about resources available to redevelop Brownfields, while developing an understanding on how to transform their local Brownfields into productive use.

Workshop Flyer (PDF - 1.71KB)

Questions? Contact Craig Nolte at (206) 343-3761

Blueprint to Building Stronger Communities: Nevada Community
and Economic Development Conference
Las Vegas, NV
September 11-12, 2007

The conference explored new strategies and best practices for meeting the challenges of community development as well as provided opportunities to network with colleagues in the field. The educational sessions included dynamic speakers that covered Asset Development, Small Business, Affordable Housing, Neighborhood Revitalization and much more! For more information about the conference speakers and topics please visit www.nvhousing.org.

Conference Brochure (PDF - 326KB)

Arizona Foreclosure Prevention Workgroup Meeting
Phoenix, AZ
August 30, 2007

After the June 28, 2007, "Preserving Homeownership—Preserving Communities" forum, participants were interested in creating a taskforce around foreclosure prevention in Arizona communities. This meeting convened interested stakeholders to shape the framework of the proposed taskforce/coalition and identify and prioritize "next steps" to prevent mortgage foreclosures in Arizona.

Meeting Agenda (PDF - 155KB)

Questions? Contact Jan Bontrager at 415-974-3370

Nevada Foreclosure Prevention Workgroup Meeting
Las Vegas, NV
August 2, 2007

This was the first follow-up meeting from the June 7th "Preserving Homeownership—Preserving Communities" Forum. The message that resounded from the June 7th Forum was that there was interest in creating a taskforce to address the critical issues relating to foreclosure prevention in Nevada communities. This meeting started the discussion on the framework of the proposed taskforce/coalition, identifying and prioritizing "next steps."

Meeting Agenda (PDF - 154KB)

Meeting Summary (PDF - 21KB)

Questions?: Contact Jan Bontrager at 415-974-3370

Preserving Homeownership—Preserving Communities

Several indicators suggest that more homeowners may be at risk of losing their homes, threatening to reverse gains in homeownership and destabilize low-income neighborhoods. In May and June, we explored these trends in six cities in Arizona, California, and Nevada. These sessions focused on collaborative solutions for borrowers and neighborhoods affected by foreclosures.

Locations and Dates

San Francisco Agenda, May 30, 2007
Fresno Agenda, May 31, 2007
San Diego Agenda, June 6, 2007
Las Vegas Agenda, June 7, 2007
Los Angeles Agenda, June 20, 2007
Phoenix Agenda, June 28, 2007

Northern Idaho Workforce Housing Summit
Schweitzer Mountain Resort, Sandpoint, Idaho
May 24, 2007

Employers, government officials, housing professionals, developers, realtors, lenders, builders, and nonprofit organizations explored innovative solutions to produce a range of housing that the local "workforce" can afford.

Agenda

Welcoming Remarks
Ray Miller, Mayor, City of Sandpoint

Workforce Housing in Northern Idaho
Craige Naylor, Senior Deputy Director, Idaho Partnership Office, Fannie Mae

Creating Local Affordable Housing Incentives
Chris Venne, Community Frameworks

Funding and Financing
Arlene Patton, Field Office Director, Spokane/ Boise Field Office
Morris E. (Mac) Cavasar, Jr., Area Director, USDA Rural Development
Susan Semba, Director, Homeownership Lending, Idaho Housing and Finance Association

Community Land Trusts: Building Permanently Affordable Homeownership
Sandy Wood, Technical Assistance Program Manager, Community Frameworks
Rebekah Helzel, ARCH

Employer Assisted Homeownership Benefits
Craig Nolte, Regional Manager, Federal Reserve Bank of San Francisco
Erik Keck, City Administrator, City of Post Falls

Homebuyer Education
Sue Pisani, Home Buyer Education Administrator, Idaho Housing and Finance Association
Barbara Leachman, Community Action Agency

Developing an Affordable Housing Strategy for Your Community

Adjourn

Summit Brochure

Constructing Our Future
May 19, 2007
Wenatchee WA

The Federal Reserve Bank of San Francisco and Habitat for Humanity of Washington State held a one-day workshop for Habitat for Humanity of the Greater Wenatchee Area staff and volunteers. Attendees included other HFH affiliates, local planning officials, and other HFH partners. The workshop focused on fundraising, collaboration with lenders, and strengthening the volunteer program. To learn more about the details of this workshop, please see the brochure.

Questions? Contact HFH of the Greater Wenatchee at (509) 663-1889 or Craig Nolte at (206) 343-3761.

Agenda (PDF - 458KB)

Presentations:

Fundraising Strategies for Affiliates (PDF - 785KB)
Working With Lenders, Banner Bank (PDF - 565KB)
Recruiting Volunteers, Habitat for Humanity (PDF - 273KB)

Sixth Biennial Farmworker Housing and Asset Management Conference
April 12-13, 2007
Shilo Inn Suites Hotel, The Dalles, OR

The Community and Shelter Assistance Corporation (CASA of Oregon), the Office of Rural and Farmworker Housing, and the Federal Reserve Bank of San Francisco sponsored the Sixth Biennial Farmworker Housing and Asset Management Conference. This conference focused on the management of farmworker housing, bringing new ideas and innovations to farmworker housing and addressing the critical issues facing providers of farmworker housing. See brochure (PDF - 635KB) for more details about this conference.

Questions? E-mail Craig Nolte or call (206) 343-3761.
E-mail Claudia Cantu (CASA of Oregon) or call (503) 537-0319

Habitat for Humanity of Island County Seminar
Friday, March 9, 2007
Oak Harbor Lutheran Church
9:00 a.m. to 1:00 p.m.

The Habitat for Humanity Washington State and The Federal Reserve Bank of San Francisco held a one-day seminar for Island County Habitat for Humanity staff and volunteers. Participants learned:

• Board Development and Competencies-How to select the right mix on a board and what should the members bring to the table.
  • Diane K. Gallegos, Associate Director, Habitat for Humanity of Seattle/South King County
    
• Working With Lenders-Find out what resources besides lending are available
  • Jan Libbey, Community Reinvestment Act Officer, Whidbey Island Bank and Judith Olsen, Vice President and Community Development Officer, Wells Fargo Bank
    
• Inclusionary Zoning-What can be done to assure that new housing developments address low income housing needs
  • Arthur Sullivan, Executive Director, A Regional Coalition for Housing (ARCH)

Questions? Contact Karan Reed, or Craig Nolte at (206) 343-3761.

Materials:

Local Efforts to Achieve Affordable Housing (PDF - 1.40MB)

Western Regional Conference on Reaching Unbanked People
Working Together to Move People Ahead
Grand Hyatt Seattle
March 27, 2007

Lenders, community-based organizations and government officials gathered at this one-day conference on how they could promote access to mainstream financial institutions. Participants learned about innovative ways they could help reach unbanked people and had the opportunity to share their ideas.

Please contact Craig Nolte at (206) 343-3761 if you have any questions.

Materials:

Agenda (PDF - 131KB)
Regional and Local Perspectives Panel (PDF - 9.29MB)
Effective Models and Practices for Reaching the Unbanked Panel (PDF - 667KB)
Economic Inclusion: Reaching the Unbanked and Underbanked, FDIC (PDF - 174KB)

Solving Hawaii's Affordable and Workforce Housing Crises: Putting Practical Solutions, Political Will, and Public-Private Partnerships to Work
Hilton Hawaiian Village
February 21, 2007

Materials:

Agenda (PDF - 32KB)
Opening Remarks (PDF - 888KB)
Platform Statements (PDF - 47KB)
Dynamic aspects of Hawaii housing affordability (PDF - 1.09MB)
Housing for Hawaii. Building dreams. (PDF - 1.19MB)
Making The Case for Affordable Housing in Hawaii (PDF - 1.03MB)
Bridging The Financial Gap (PDF - 112KB)
Solving Hawaii’s Affordable Housing Crisis (PDF - 1.18MB)
Villages of Kapolei: An Affordable Housing Opportunity (PDF - 1.20MB)