9:00 AM – 10:15 AM PDT

26sep9:00 am10:15 am9:00 AM – 10:15 AM PDT

Event Details

Negotiating Fair Share Deals in Joint Ventures

Room: Mt. Hood
Track: Housing Development, Equity and Racial Justice

Negotiating joint ventures between affordable housing developers and service providers can be challenging, especially when considering equitable distribution of financial resources with a culturally specific organization. This workshop will provide lessons learned and best practices in creating meaningful partnerships between service providers and developers. What should you be looking for when selecting a partner? What are the core components of negotiating an equitable joint venture agreement? How do you ensure you are creating a long-term working relationship that builds organizational capacity and wealth?

Ernesto Fonseca, Executive Director, Hacienda CDC 

Resident Services 101 – Session 1: Foundations and Collaborations: History, Teamwork, and Partnerships in Resident Services

Room: Alaska/Idaho
Track: Resident Services

Description: Begin the day by delving into the rich history and evolution of Resident Services in Oregon and beyond. Gain insights into core domains, including housing stability, asset building, and crisis prevention, as well as the establishment of the Resident Services Peer Group (RSPLG). Then, transition into a panel discussion on teamwork and collaborations, learning about the roles and responsibilities of Resident Services coordinators, Property Managers, and Asset Managers. Explore community partnerships and the connections between Housing Oregon and RSPLG. This extended session sets the stage for understanding the field’s significance while highlighting the essential collaborations that drive success.

Rosanne Marmor LCSW, Principal, Pulse Wellness Cooperative
Zahra Pike, Program Supervisor, Home Forward

CRA 101: Harnessing Investment as a Force for Positive Change in Your Community (Part One)

Room: Hawthorne/Sellwood
Tracks: Community Reinvestment, Homeownership, Equity and Racial Justice

Description: Redlining is the systematic denial of lending and investment in mortgages, insurance, loans, and financial services to persons of color and the communities in which they live. Our greatest racial disparities in wealth in America were caused by  redlining by banks and other companies. This was challenged when Congress passed the Community Reinvestment Act which impacts every aspect of economic activity in your community – housing, jobs, infrastructure, and education. Learn about how it works and how it can harness investment as a force for positive change in your community. This is part one to be continued as CRA 102 in the afternoon.

Rebecca Johnson, Staff Attorney, Legal Aid of Western Michigan

Solar Funding Pathways in Multifamily Projects: Understanding the Resources and Best Practices for Your Project

Room: Mt. Bachelor
Track: Clean Energy & Climate Resiliency, Housing Development

This dynamic discussion will focus on the many pathways to leveraging financial resources for solar + storage in multifamily new construction. Join our panel of Oregon’s premier multifamily housing experts with experience navigating the financing and incentive structures for renewables in their projects.

The panel will share practical tips for accessing tax credits and financial incentives through the Inflation Reduction Act and a variety of other federal and local programs. Learn who needs to be part of the conversation early on, how to adapt your project’s design to gain the most funding, industry best practices for getting your building ready for solar, and tips for maintaining your system effectively in the long-term.

Bringing together the panel’s variety of experiences, this workshop will identify the common pitfalls and missed opportunities experienced by design and build professionals and provide answers to the most frequent questions.

Amy Summers, Energy Trust of Oregon (Moderator)
Randy Feldhaus, Sunbreak Energy Advisors
Wendy Klein, Community Development Partners
Trisha Paul, Outreach Manager for Energy Trust of Oregon Incentives, Amarna Energy

Lending Targeted to African Americans, Asian Americans, Latinos and Immigrants? Yes, You Can

Pacific Room: Three Sisters
Tracks: Community Reinvestment, Equity & Racial Justice

There is an overlooked tool to fight discrimination in lending. Special Purpose Credit Programs (SPCPs) allow a for-profit organization to extend credit to people who might not be marketed to or eligible for credit under the organization’s customary marketing and underwriting processes. Although SPCPs have been allowed under federal law since 1976, mortgage lenders have been slow to adopt them out of fear that they will violate the Fair Housing Act (FHA). Come learn more about these unique programs and how they can be used to help close the racial wealth gap in your community.

Jerry Kellman, Senior Advisor, Organizing, National Community Reinvestment Coalition (Moderator)
Adam Stein, CRA Director, Umpqua Bank
Eric Logsdon, Community Lending and Investment Team, Wells Fargo Bank
Nicole Bascomb-Green, Head of Community Lending, Umpqua Bank

This Is the Future of Affordable Housing: Community Land Trusts, Co-Ops, and More

Room: Mt. St. Helens
Tracks: Community Reinvestment

Community Land Trusts (CLTs), Co-ops, Limited Equity Co-ops and deed restricted covenants are playing an important and growing role in affordable housing. CLTs in urban communities of color are preserving permanently affordable housing, addressing the racial wealth gap, stabilizing small community businesses, urban farming, protecting community green spaces and working for energy democracy and resilience. Access to capital is often a major obstacle for many CLTs.

Co-ops are playing a role in permanent affordable homeownership in Oregon via resident ownership of manufactured home communities.  Co-ops can also be used in other housing types in order to give ownership to the residents via a democratic system that centers the residents as owners. This session will showcase newly formed partnerships with municipalities, state and federal funds, along with the Community Development Finance Institutions (CDFIs) to create loan funds to increase property acquisition and the capacity of the CLTs and Co-ops.

Rose Ojeda, Manufactured Housing and Cooperative Development Center Director, Casa of Oregon
Katie Ullrich, Homeownership Program Director, Proud Ground
Dan Bryant, Executive Director, SquareOne Villages

Leveling the Playing Field for Persons of Color: Small Business and Nonprofit Access to Credit

Pacific Room: Ross Island/Morrison
Tracks: Community Reinvestment

If we want a healthy economy, small businesses run by persons of color must receive the capital they need to grow. Racial discrimination in disparities in small business lending are well documented and persistent. What can we learn from the experiences of non-White small business owners? How can community organizations get involved in supporting lending to persons of color?

Cobi Lewis, CEO & Executive Director, Micro Enterprise Services of Oregon
Marquita Jaramillo, Portfolio Management Team, The BFM Fund
Stacey McQuade-Eger, Executive Director, Affiliated Tribes of Northwest Indians Economic Development Corporation (ATNI-EDC)
Lourdes Herencia, Director of Microenterprise Programs, Adelante Mujeres
Gustavo Guiterrez Gomez, Economic Development Director, Rockwood CDC


September 26, 2023 9:00 am - 10:15 am PDT(GMT+00:00)


Housing Oregon works to ensure all Oregonians have a healthy and stable place to live. Housing Oregon is a 501(c)(3) nonprofit organization.

Mailing Address

P.O. Box 8427
Portland, OR 97207

Privacy Preference Center