2015 Conference Schedule & Workshops

The 3rd Annual Conference on
Community Development & Financing
Kanu Me Ka Laulima Kakou

March 23 – 24, 2015
Windward Community College

DAY ONE (MARCH 23, MONDAY): SESSION 1

10:15 am
– 11:30 am

Session 1

1A

New
Markets Tax Credit (NMTC) 101: Gap Financing for Projects

Tamar
deFries
, PGA

Phil
Glynn
, Travois

1B

Capital Fundraising
201: Building Your Vision

John Aeto,
Kalaimoku Group

1C

Enterprise Zone
(EZ) Partnership Program

Wayne Thom,
DBEDT

1D

USDA: Rural
Development Programs

Tim O’Connell,
USDA

 

New
Markets Tax Credit (NMTC) 101
 

Gap Financing
for Critical Community Projects

Tamar deFries, Partner

Pacific Growth
Associates

 

Phil
Glynn, 
Vice President for Economic Development

Travois

 

NMTC
has attracted billions in private financing to capital-intensive projects
in low-income communities across the US. This capital has come in the
form of low-interest loans and flexible equity investments made to
businesses, nonprofits, educational institutions and others. The program
has been effective in Native American and Native Hawaiian communities.

Tamar
deFries of Pacific Growth Associates and Phil Glynn, Vice President
of Economic Development for Travois, will discuss the program. Tamar
and Phil have worked together on NMTC projects in Hawai‘i and will
discuss how to partner with NMTC investors to make projects happen.

Tamar
deFries
received
her undergraduate degree from Colorado State University and graduate
degree from the University of Hawaii at Manoa. She has over a decade
of experience in project design, management, and evaluation and assessment
for educational programs and projects working at the YMCA, University
of Hawaii at Manoa, and the Pacific American Foundation. She served
as the Native Hawaiian Education Association and Merchant Street
Hawaiian Civic Club president and is currently a board member of
Halau Ku Mana Public Charter School. Her affiliations include the
Native Indian Education Association, Hui Makaainana, National Coalition
Building Institute, and the Papakolea Community Association.

 

Since
2008, she has focused on preparing nonprofits and communities to manage
projects and securing capital improvement project financing for nonprofits
and communities to build their dreams. In doing so, she facilitated
the first two substantial New Markets Tax Credit (NMTC) financing transactions
in Hawaii and has recently facilitated a fifth over the past four years
totaling more than $50MM in Qualified Equity Investment. Tamar has
experience with NMTC transactions that are on Department of Hawaiian
Home Lands, require USDA and HRSA consents, and Targeted Populations.

 

She
has secured millions in capital improvement project grants for nonprofits
and communities by providing grant writing services and leveraging
resources. Tamar believes that the real work begins when financing
is achieved and continues to support projects with providing T&TA
in evaluation and assessment, compliance, procurement, and financial
and fiscal management. Tamar also has several years of experience in
providing training and technical assistance in program income, governance
and organizational development, and youth activities.

 

Phil
Glynn
, vice
president for economic development, manages the economic development
staff of Travois. He is also the director of Travois New Markets,
a nationally certified Community Development Entity (CDE) that focuses
solely on Indian Country. He assists tribes and individual Native
entrepreneurs in developing financing packages for tribal businesses
and works with investors to promote economic revitalization on American
Indian reservations across the country. He graduated from the University
of Missouri-Kansas City with a master’s degree in public administration
and from Wake Forest University with a degree in English. In 2010,
Phil joined the New Markets Tax Credit Coalition Board of Directors,
the principal policy voice advocating for NMTCs, and he is also a member
of Novogradac & Company’s New Markets Tax Credit Working Group. Ingram’s
magazine recognized Phil in its 2010 class of “20 in their Twenties,”
an honor given to young professionals who are “embracing the promise
of entrepreneurship and advancing its principles” in Kansas City.
In 2011, Phil was appointed to the Kansas City, Mo., Tax Increment
Financing (TIF) Commission by Mayor Sly James. The commission makes
recommendations to the Kansas City Council about development plans
that include TIF, an economic development incentive that has been
important in reviving downtown Kansas City and other areas.

Capital
Fundraising 201: Building Your Vision

John
Aeto, 
President The Kalaimoku Group,
LLC

Have
you and your organization dreamt of a facility, new office and/or
building?  Join John Aeto
of The Kalaimoku Group as he shows you and your organization how
the connect the dots and go from paying rent for you Non-profit,
to having your very own building that gets paid rent.

John
Aeto
is
one of Hawaii’s brightest marketing minds. He ran broadcast entities
on Honolulu for over 25 years, before starting The Kalaimoku Group
(TKG), a Hawaiian Communication firm. TKG is a full service integrated
Marketing and communications firm. TKGs roots are in Advertising,
Marketing and Government Relations but in the last 4 years been at
the forefront of some of the States biggest Capital Campaigns.  John
has developed a new and dynamic approach to Capital Fundraising tailor
made to Hawaii and its unique community.

Enterprise
Zone (EZ) Partnership Program

Wayne
Thom,
 Manager
Community Economic Development
Program
Department of Business, Economic Development and Tourism

The
EZ  Partnership is a state and county government effort to assist
certain types of businesses in specific areas by creating jobs where
they are most needed or appropriate. If your business is eligible
and in an EZ, you can: Reduce your taxes and receive other benefits
for up to seven years! In this workshop, we will provide attendees
with the information they need to determine if they and their business
qualify for tax benefits, the process for enrollment and learn how
they may reduce their cost of doing business in Hawai‘i.

Wayne
Thom
, as
Manager of the Community Economic Development Program at the Department
of Business, Economic Development and Tourism (DBEDT) since 1997,
oversees the operations of the Community-Based Economic Development
(CBED) and the Enterprise Zone (EZ) Partnership Programs. The CBED
program provides training and capacity building to qualified, community-based
nonprofits, and invests in community economic development projects
that result in measurable economic impact. The EZ Partnership Program
creates collaborative relationships between the state, county governments,
and participating business that encourage — via tax and other incentives
— certain types of business activity, job creation and economic
diversification.

Prior
to his service with the state, Wayne served as Business Development
Administrator for the Business Services Center with ALU LIKE, Inc.;
assisting Native Hawaiian small businesses and start-up companies organize,
plan, implement and market their businesses to compete successfully
in Hawaii’s highly competitive marketplace.

Wayne
is a graduate of Iolani School and graduated from Boston University
with majors in Economics and Finance. He also holds an MBA in Healthcare
Management from the University of Phoenix-Hawai‘i Campus.

USDA: Rural
Development Programs

Tim O’Connell, Assistant to
the State Director
USDA

Timothy
W. O’Connell
became
Assistant to the State Director in April of 2004 upon the re-organization
of USDA Rural Development. O’Connell provides assistance in managing
the Hawaii State Office for the Agency. The Hawaii State Office geographic
areas is comprised of Hawaii, American Samoa, Guam, the Commonwealth
of the Northern Marianas Islands, Republic of Palau, the Republic
of the Marshall Islands, and the Federated States of Micronesia.
We deliver over 40 loan and grant programs in the areas of affordable
housing, business and economic development, and community infrastructure.

O’Connell
came to Hawaii in 1990 after serving a five year stint as an agricultural
loan officer in Washington State. He graduated from Washington State
University in 1983 with a B.S. degree in Agricultural Economics.
He is also a Class IV graduate of the Agricultural Leadership Foundation
of Hawaii (ALFH) 1991 and has served on the Board of Directors since
1993 (fulfilling the position of Secretary, Board of Directors from
1993-2007.) He is active in the Hilo community, volunteering for
the Boy Scouts, Hilo High School Band Boosters and Hilo High School
Community Council and recently completed his sixth marathon.

DAY ONE (MARCH 23, MONDAY): SESSION 2

1:00 pm
– 2:15 pm

Session 2

2A/3A

Linking Money
to Mission: A Balancing Act

Jennifer Kawar,
Nonprofit Finance Fund (NFF)

2B

Community
Leadership Styles

Gigi
Cairel
, DHHL

   

2C

Low-Income Housing
Tax Credits (LIHTC) 101: Building Communities, Not Just Houses

Elizabeth Glynn,
Travois

2D/3D

Hawaiian Homes
Commission Act, 1920

Ms. Colleen
Hanabusa

 

Linking
Money to Mission:

A
Balancing 
Act

Jennifer
Kawar,  
Vice President, Chief Investment Officer
Nonprofit Finance
Fund

Learn
to balance your organization’s mission with its financial realities.
Plan for an in-depth and dynamic discussion of your organization’s
financial situation, plans for the future, and strategies for achieving
long-term goals. NFF will:

  • Give you
    a crash course on interpreting financial statements to reveal the financial
    reality underpinning your programs
  • Engage in
    dialogue about the challenges posed by growth, endowments, property ownership,
    and much more
  • Use real-life
    case studies, with financial information drawn from IRS Form 990s
    and audits, to demonstrate how the choices you make impact your organization’s
    financial health and viability
  • Discuss the
    use of financial information in communicating to funders and other stakeholders
    your organization’s financial story and resource needs

Jennifer
Kawar
is
Chief Investment Officer of the Nonprofit Finance Fund, a national
CDFI that has provided loan and investment capital to the social
sector for more than 30 years. Based in San Francisco, Jennifer has
been instrumental in building NFF’s impact investing portfolio in
a number of key sector areas. She is responsible for asset origination
and business development for NFF’s lending practice and New Markets
Tax Credit program. In addition, she consults with foundations and
institutional investors on program-related investing and impact investment
strategies to achieve social impact while meeting each investor’s
risk and return parameters.

Prior
to joining NFF in 2009, Jennifer spent 15 years in the mainstream of
the financial services industry, working in business development, credit
and portfolio management positions for Bank of America and GE Capital.
She began her career in finance as a Securities Analyst for TIAA-CREF,
a nonprofit Fortune 100 financial services organization.

Jennifer serves
on the boards of Berkeley Food and Housing Project and Theatre Bay Area.
She previously co-chaired the Emergency Loan Fund for Northern California
Grantmakers and was appointed to the Housing Advisory Committee and
Loan Administration Board in the City of Berkeley, California. Jennifer received
her MBA from Columbia University’s Graduate School of Business. She holds
a B.A. in English and a B.S. in Business Administration from the UC Berkeley
and its Haas School, respectively.

Community Leadership
Styles

Gigi
O. Cairel, 
Grants Specialist Planning Office,
Department of Hawaiian Home Lands

What
is your leadership style?  Come
explore the different styles in community leadership.  Learn
which style is best at the right time in your project.

Ms.
Cairel
has
over 25 years experience in community development.  She provides
technical assistance and training to a wide range of community-based nonprofits
serving the native Hawaiian community.  Her
experience is in the areas of community leadership; startup nonprofits;
board coaching and mentoring; organizational development; strategic
and creative thinking; building social capital; proposal development
and grant writing; and project action planning.

Ms.
Cairel’s experience at the Department of Hawaiian Home Lands (DHHL)
includes creating, managing and implementing the department’s homestead
community capacity building program; managing DHHL’s grants program,
including monitoring grantee performance and compliance; assisting
newly formed homeowner homestead associations; and securing over $16
million in federal funds for homestead subdivision infrastructure.

Ms.
Cairel’s experience also includes 15 years with a multi-state regional
nonprofit assisting rural communities, Native Hawaiians, Alaska Natives
and tribal governments in affordable housing, water/sewer infrastructure
and community development lending.  For
5 years, Ms. Cairel served as the regional state team director for
Hawaii, Western Pacific, and the Pacific Northwest.  From
this experience, she maintains an extensive network of federal and
private source contacts to bring funding, expertise and other resources
to DHHL and beneficiaries.

The
Ford Institute Leadership Program of The Ford Family Foundation has
certified her as a trainer for their community leadership curriculum.  Ms.
Cairel is also certified to administer the Meyers-Briggs Type Indicator
(MBTI), a well-researched and universally used personality type assessment.

Ms.
Cairel’s work experience includes serving with the Hawai‘i Community
Foundation; California State Legislature; City of Los Angeles, City
Manager’s Office; and the US Congressional Budget Office. Ms. Cairel
has a B.A. in Ethnic Studies from the University of California Berkeley
and Masters in Public Administration from the University of Southern
California.

Low
Income Housing Tax Credits (LIHTC) 101 Building 
Communities,
Not Just Houses

Elizabeth Bland
Glynn
,
Chief Operating Officer Travois Companies

The
LIHTC is the most effective and widely used rental housing financing
program for low-income families in the country. The goal of the program
is to produce well-designed, well-constructed, quality homes at costs
affordable to low-income people. Elizabeth Glynn, Chief Operating Officer
of Travois, will talk about her company’s experience with Native American
communities using the LIHTC. Ashley Bland, Director of Travois Design
and Construction Services, will illustrate ways developers can use
innovative and energy efficient designs while still constructing units
affordable to low-income people. Together they will discuss similarities
and differences with respect to Native American and Native Hawaiian
financial, legal, land and transaction structures. She will offer her
perspective on the national LIHTC investor market and discuss best
practices to ensure housing financing and asset management success.

Elizabeth
Bland Glynn
,
chief operating officer, manages the staff of the Travois companies
who work in the areas of affordable housing development, design and
construction services, asset management, economic development, and
environmental services, in addition to the internal teams who handle
administrative, communications and finance responsibilities. Elizabeth
helps craft Travois’ policies, procedures and best practices to ensure
that the needs of clients, investors and other stakeholders are met across
all areas of business. She is a member of Novogradac & Company’s Low
Income Housing Tax Credit (LIHTC) Working Group, made up of industry professionals
who work to resolve technical issues and recommend changes to make
the LIHTC program more efficient. Elizabeth graduated from Wake Forest University
with a degree in political science and is pursuing a master of business
administration degree at Washington University in St. Louis. She has volunteered
since 2008 with Amethyst Place, a transitional home for women in recovery
and their families in Kansas City. The Kansas City Business Journal honored
Elizabeth as part of its 2014 class of NextGen Leaders, made up of
25 individuals who are leading their companies and their communities
into the future.

Hawaiian Homes
Commission Act, 1920

Ms. Colleen
Hanabusa

Ms.
Colleen Hanabusa
is
a proven, experienced leader who gets things done and delivers for
Hawaii. While serving as U.S. Representative and despite her position
as a Democrat in a Republican controlled House, Colleen helped steer
more than $2 billion to Hawaii to help create jobs, improve our schools,
preserve the environment, build infrastructure, support our military,
expand care for Veterans and protect Social Security and Medicare.
Hanabusa brought an aggressive, bipartisan approach to delivering
federal resources and finding solutions to meet the unique needs
of Hawaii’s diverse communities.

Colleen
was born in Honolulu and raised in Waianae, where her parents, Isao
and June, ran a gas station.

A yonsei, fourth
generation American of Japanese Ancestry, Colleen’s maternal great-grandparents emigrated
from Japan to Hawaii to work on the sugar plantations. Her grandparents
were born on the Waianae Plantation where her Grandpa Muroda worked
as a carpenter, building and maintaining the water flumes. Colleens’ paternal
great grandparents sold tofu to the workers and her Grandpa Hanabusa also
fished and sold his catch on the plantation. Following Imperial Japan’s attack
on Pearl Harbor, both of her grandfathers were sent to internment camps;
Grandpa Muroda went to Honouliuli and Grandpa Hanabusa to a camp on the
Mainland. They were targeted by the United States for their work as co-founders
of the Waianae Hongwanji Mission. Listening to her grandpas’ experiences
during World War II, Colleen was inspired at an early age to end discrimination
and fight for equality. Growing up behind her parents’ gas station,
Colleen learned the value of hard work and how to serve the community
with respect and Aloha. Her maternal grandmother helped raise her while
her parents worked and Colleen developed a keen sensitivity and understanding
of the needs of Hawaii’s hardworking families and vowed to do all she
can to support them.

Colleen graduated
from St. Andrew’s Priory in 1969 and attended the University of Hawaii
at Manoa, earning Bachelor’s degrees in economics and sociology and
a Master of Arts in sociology. She received her law degree from the
William S. Richardson School of Law in 1977. Before entering public
service in 1998, Colleen spent nearly three decades as an attorney,
specializing in labor law, environmental preservation and protection,
and representing communities who needed a champion to defend against
the encroachment of private interests.

In 1998, Colleen
was elected to represent the 21st District in the Hawaii State Senate.
Her legal experience, strategic thinking, and collaborative approach quickly
earned the trust of her colleagues, who named Colleen to numerous leadership
positions. She served as Vice-President of the State Senate, Vice-Chair
of the Senate Committee on Ways and Means, Chair of the Hawaiian Affairs
Committee, Chair of the Judiciary Committee, and Majority Leader. In 2007,
her colleagues elected Colleen to serve as President of the Hawaii State
Senate, the first woman to serve as leader of either chamber of the
Hawaii legislature.

In 2010
she was elected to represent Hawaii’s First Congressional District
in the U.S. House of Representatives. While serving in the U.S. House
of Representatives, Colleen was a member of the House Armed Services
and Natural Resources Committees, and was a ranking member of the Natural
Resources Subcommittee on Indian and Alaska Native Affairs.

Colleen continues
to be committed and passionate about job creation, fighting for equality,
protecting the environment, providing for our kupuna, supporting our
men and women in uniform, creating a clean energy economy and preserving the
culture and traditions that define our Hawaii. Colleen and her husband, Honolulu
businessman John Souza, live in Nuuanu with their beloved Border Collie,
Little. She likes to cook to unwind, and is famous for hosting elaborate
local style potlucks for friends and staffers from Hawaii at her Capitol
Hill home.

DAY ONE
(MARCH 23, MONDAY): SESSION

2:30 pm
– 3:45 pm

Session 3

2A/3A

Linking Money
to Mission: A Balancing Act

Jennifer Kawar,
Nonprofit Finance Fund (NFF)

3B

Organizational Capacity

Gigi
Cairel
, DHHL         

3C

Understanding Accounting:
Basic Finance for Non-Financial Managers

Karen Hughes,
CPA

2D/3D

Hawaiian Homes
Commission Act, 1920

Ms. Colleen
Hanabusa

 

Continued from
Session 2

Linking Money
to Mission: A Balancing Act

Jennifer Kawar Vice President,
Chief Investment Officer Nonprofit Finance Fund (NFF)

Organizational Capacity

Gigi
O. Cairel
Grants Specialist,
Planning Office
Department of Hawaiian Home Lands

What
makes nonprofits “tick?”  Come
learn about the basic “life cycle” of nonprofits and the 7 factors
that influence a nonprofit’s growth – from start up, to maturity,
to renewal and, for some, dissolution.  Based
on the book, “Five Life Stages of Nonprofit Organizations,” authored
by Judith Sharken Simon, come learn how to look introspectively at
your organization.  And,
learn about a simple-to-use tool available on-line for FREE.  Good
leaders know the importance to assess their organization and make
adjustments as needed.

Understanding Accounting:
Basic Finance for Non-Financial Managers

Karen Hughes,
CPA

Karen
Hughes 
has been in the accounting and finance industry for
over 20 years. Ms. Hughes is a graduate of the University of Hawaii
College of Business with a bachelor’s degree in business administration
and has been a licensed Certified Public Accountant (CPA) in the
State of Hawaii for over 10 years. Ms. Hughes has experience to include:
individual and business tax preparation and consulting, financial
compilations, client representation, start-up business consulting,
bookkeeping, and payroll processing. Her experience also includes
audits of governmental agencies, private companies, and nonprofit
organizations. Ms. Hughes currently has a private CPA practice in
Honolulu.

Continued from
Session 2

Hawaiian Homes
Commission Act, 1920

Ms. Colleen
Hanabusa

DAY TWO (MARCH 24, TUESDAY): SESSION 4

9:15
am – 10:30 am

Session
4

4A

New
Markets Tax Credit (NMTC): Investors & Community Development
Entities

Phil
Glynn
, Travois

Jennifer Kawar,
Nonprofit Finance Fund

Maria Bustria-Glickman,
USBank

Lee
Winslett
, Wells Fargo

Elizabeth Bland
Glynn
, Travois

4B

Grant
Writing

Jennifer Creed,
Hawaii Alliance of Nonprofit Organizations (HANO)

4C

4D

Strategic Planning

Tracy Janowicz,
Hookupaa

Joseph Lapilio,
Na Kii Ku

 

New
Markets Tax Credits (NMTC): Investors & Community Development Entities

Maria Bustria-Glickman Vice President,
New Markets & Historic Tax Credit Investments U.S. Bancorp Community
Development Corporation

Jennifer
Kawar
Vice President,
Chief Investment Officer
Nonprofit Finance Fund

Phil
Glynn
Vice President for
Economic Development
Travois

Lee
E. Winslett
Senior Vice President,
New Markets Lending and Investments
Wells Fargo Bank

Elizabeth Bland
Glynn
Chief Operating
Officer
Travois

Obtaining
NMTC financing for a project can be competitive. Qualifying as a
qualified active low-income community business (QALICB) does not
guarantee that a project will receive NMTC financing. Learn why investors
invest in and CDEs finance projects. How do investors and CDEs define
high-impact projects? Does project location matter? Do investors
and CDEs review project leadership and capacity? Will investors and
CDEs look for project support from the grassroots community?

Maria
Bustria-Glickman
manages
NMTC and HTC origination activities throughout the Western region
of the United States. She has over 13 years of combined experience
in finance, affordable housing and management consulting in the private
and nonprofit sectors. Since joining USBCDC in 2007, Maria has participated
in tax credit transactions that have included mixed-use, commercial,
office, hospitality, retail and community facilities. Earlier in
her career, she worked for Seedco, a community development intermediary,
and JP Morgan. She’s interested in experiences that blend economic
gains with positive social and community impacts. Maria serves on the
Board of Endeavor College Prep, a charter middle school, and Abode Communities,
and sits on the Low Income Investment Fund Western Region Advisory
Committee. She holds a Master of Public Policy and Administration from
the School of International and Public Affairs at Columbia University and
a BS in finance and accounting from Boston College.

Lee
E. Winslett
,
Senior Vice President, New Markets Lending and Investments, Wells
Fargo Bank, 
has
more than 15 years of experience in real estate lending and commercial
banking and
 has served
in a number of roles at Wells Fargo. Prior to his current position
in Community Lending, he worked as an investment manager overseeing
a corporate fund investing in various asset classes including low-income
housing tax credits, new market tax credits, real estate private
equity and non-real estate private equity in support of affordable
housing, neighborhood revitalization, economic development and
job creation. He also served as senior lender responsible for the
underwriting of construction and permanent financing of commercial
redevelopment and low-income residential projects using various
funding sources including federal low-income housing tax credits,
historic tax credits, tax-exempt bonds and tax-increment financing.

Grant Writing

Jennifer
Creed
Director, Member & Professional
Development
Hawaii Alliance of Nonprofit Organizations (HANO)

This
session will introduce you to the basic techniques in researching
foundation grants, share local and national trends in philanthropic
giving, highlight strategies for “finding the fit” with funders and
provide tips on how to repare different elements of the proposal.

Jennifer
Cornish Creed
has
over 20 years of experience in the nonprofit sector. She has been
with the Hawaii Alliance of Nonprofit Organizations (HANO), the state
association of nonprofits in Hawaii, for 9 years, and with its predecessor
organization, the Hawaii Community Services Council for 6 years.
She is currently Director of Member and Professional Development
at HANO.

Jennifer
has an extensive background in curriculum development and the design
of related training materials and is a trained facilitator. At HANO,
Jennifer plans, delivers and evaluates training and consulting services,
working with internal staff as well as external consultants in the
field to provide professional, affordable services to nonprofits
of all sizes and in all stages of development.  Her
areas of training and consulting expertise include board governance,
nonprofit management, outcomes, proposal writing and planning facilitation.  In
addition, Jennifer coordinates the educational content for HANO’s
annual nonprofit conference.

In
2014, Jennifer designed and piloted the first Hawaii Nonprofit Board
Leadership Institute – a training program for individuals seeking
to join a nonprofit board or new to a nonprofit board. This program
was developed to support the nonprofit sector by increasing the pool
of nonprofit-knowledgeable board members eligible to serve Hawaii’s
nonprofit organizations.

Prior
to HANO, Jennifer worked with the Hawaii Community Loan Fund and
the Hawaii Institute for Continuing Legal Education. She received
her bachelor’s degree in Art History from the University of Hawaii
at Manoa and did graduate work at Tufts University in Museum Administration
and Museum Education. Jennifer has additional training in Collaborative
Leadership, Facilitating Strategic Thinking and Planning and Appreciative
Inquiry.

Strategic Planning Thinking & Decision-Making

Tracy
Janowicz
Executive Director Hookupaa

Joseph
W. Lapilio III
Principal Na Kii Ku

This
session will provide an overview of strategic planning for nonprofit
or community-based organizations. The focus will be on what a good
strategic planning experience can do for an organization and how
to increase chances of implementing your plan. Emerging planning
models will be discussed, as well as how to incorporate strategic
thinking and decision-making into the culture of your organization
year-round.

Tracy
Janowicz
is
the founding Executive Director of Hookupaa. Previously, she was
the Executive Director at the Hawaii Autism Foundation. Before that
she worked at Hale Kipa, Inc. as its Director of Quality Improvement & Facilities,
during which she was significantly involved with its $22 million
capital campaign. And before that, Tracy was the Vice President and
Chief Operating Officer at Hawaii Community Services Council. She
began her involvement with HCSC as a practicum student. Upon receiving
her Masters of Public Administration from the University of Hawaii at
Manoa, she was hired by HCSC; her program work included the Ke Ala
Hoku Community Benchmarking Project, Youth Outcomes Project, Sustainable
Oahu and the Millennium Young People’s Congress. Tracy also holds
a Masters Certificate in Human Services Administration from the University
of Wisconsin. In addition, Tracy has been teaching the Community
Needs and Resources class with the Department of Family and Consumer
Sciences at the University of Hawaii-Manoa since 2000.

She
is originally from Detroit, Michigan and has lived in Hawaii over 30
years. Tracy is a Pacific Century Fellow, Class of 2000.

Joseph
W. Lapilio III
is
the principal of Na Kii Ku, an organization and community development
consulting firm specializing in strategic and business planning,
meeting and process facilitation, fund development planning, grant
writing, nonprofit board training and development, community relations
and project development and management. His clients include the Honolulu
Area Rapid Transit (HART), the Queen Liliuokalani Children’s Center
and the State of Hawaii Department of Health, among others. Previous
clients have included the Kamehameha Schools, the Office of Hawaiian
Affairs, Pacific Resources Partnership, Hawaii Maoli and the National
Council for Urban Indian Health, among others.

Joseph
has a Masters in Public Administration from the University of Hawaii
at Manoa and a Bachelors in Community Planning and Development from
Antioch University – West. His community planning and development work
spans thirty years in Hawaii and on the continental United States,
in particular with Native American Indian groups.

Joseph
Lapilio is a lifelong resident of the Waianae Coast and active in many
community groups including the Waianae Coast Rotary Club, the Native
Hawaiian Chamber of Commerce, the Waianae Economic Development Council
and the Lualualei Hawaiian Civic Club.

DAY TWO (MARCH 24, TUESDAY): SESSION 5

10:45
am – 12:00 pm

Session
5

5A

New
Markets Tax Credit (NMTC): Organizational Structures & Legal
Matters

Dennis
E.W. O’Connor Jr.,

O’Connor Playdon & Guben LLP

Scott
A. Lindquist
, Dentons

Ingrid
VanBiber
, Polsinelli

Darryl
P. Jacobs
, Ginsberg Jacobs LLC

NMTC
provides a financing option for the development of facilities and creation
of economic development opportunities in low-income areas and targeted
populations. This workshop will introduce you to the “leveraged structure”
and the various NMTC acronyms. Participants will have an opportunity
to participate in an interactive question and answer workshop about
the new regulations for determining if your project is eligible for
NMTC financing, evaluate whether NMTC financing is suitable for your
project, and matters pertaining to tructuring your transaction.

5B

Grant
Management & Oversight

Elmer
Ka‘ai Jr.
, Honua Consulting

5C

HUD
Certified Financial Services & Products to Secure Your Lease
Award on Hawaiian Home Lands

Jeff
Gilbreath
, Hawaiian Community Assets

5D

Business
Planning

Kilikina
Mahi,
KM Consulting

 

New
Markets Tax Credit (NMTC): Organizational Structures & Legal Matters

Dennis
E.W. O’Connor Jr.
O’Connor
Playdon & Guben LLP

Scott
A. Lindquist
Dentons

Ingrid VanBiber Polsinelli

Darryl
P.Jacobs
Ginsberg Jacobs
LLC

NMTC
provides a financing option for the development of facilities and
creation of economic development opportunities in low-income areas
and targeted populations. This workshop will introduce you to the
“leveraged structure” and the various NMTC acronyms. Participants
will have an opportunity to participate in an interactive question
and answer workshop about the new regulations for determining if
your project is eligible for NMTC financing, evaluate whether NMTC
financing is suitable for your project, and matters pertaining to
tructuring your transaction.

Dennis
O’Connor Jr.
earned
a B.S. Degree in Political Economics from University of California
at Berkeley and a Juris Doctorate degree from the UH William S. Richardson
School of Law. During law school he lived in Chuuk and worked as
a Law Clerk for Associate Justice Benson of the Supreme Court of
the Federated States of Micronesia. After graduation from law school
he was a Law Clerk for U.S. Magistrate, Daral G. Conklin, U.S. District
Court for the District of Hawai‘i. Mr. O’Connor’s primary area of practice
is civil litigation. He is admitted to practice before the courts
in the State of Hawai‘i, the U.S. District Court for the District
of Hawaii, and the United States Court of Appeals for the Ninth Circuit.

Scott
A. Lindquist
has
over thirty years’ experience in real estate finance, development,
and investment, including partnership and LLC investment structuring
and tax-advantaged investments. A substantial portion of his practice
is devoted to representation of a wide variety of clients in the
New Markets Tax Credit area, participating in hundreds of transactions involving
well over two billion dollars of investment. He has been a speaker at
over forty NMTC conferences over the last eleven years, and he has
also authored and co-authored numerous articles on NMTC-related issues.
For more detailed biographical information, as well as information
on Dentons’ nationally-recognized Tax Advantaged Investing, Affordable
Housing, and Community Development practice, please visit the Firm’s
web site (www.dentons.com).

Ingrid
VanBiber
provides
valuable and strategic legal counsel to borrowers, lenders, and investors
whether they are involved in a highly structured tax credit transaction
or a non-structured loan agreement. Ingrid is committed to simplifying
the closing process for her clients, and she delivers efficiency
through her significant experience in financing transactions. Her
experience includes: federal and state historic rehabilitation tax
credits; federal and state New Markets Tax Credits; “twin” transactions
using federal New Markets Tax Credits and federal rehabilitation tax
credits; federal Low-Income Housing Tax Credits; and multi-property
and multimillion dollar loans and defeasances secured by all types
of real property, including hotels, shopping centers, offices, industrial,
mixed use, manufactured homes, apartments, and condominiums.

Ms.
VanBiber received her B.B.A. from the University of Missouri-Kansas
City and J.D. from Washington University in St. Louis. Her areas of
focus are: affordable housing, financial services, real estate finance,
real estate lending, and tax credit financing. She has several key
matters that include: representing a community development entity to
finance construction of a dental center for an underserved Native American
community and served as counsel to a regional develop in transforming
a dilapidated historic building in the central core of the city into
a boutique hotel.

Darryl
P. Jacobs
has
more than twenty years of experience in tax and corporate law. His
practice focuses on international, state and federal tax matters,
with a primary concentration on tax credit financing transactions.
Darryl regularly counsels developers, investors, syndicators and
lenders on New Markets Tax Credits, Historic Tax Credits, Rehabilitation
Credits, Low-Income Housing Credits and preservation easements. Additionally,
Darryl is frequently featured as a speaker at local and national
tax conferences. His corporate experience includes mergers and acquisitions,
complex corporate transactions and private placements. Mr. Jacobs
is also adept in the structuring of joint ventures, limited liability companies
and partnerships.

Darryl
was formerly a partner at Sachnoff & Weaver and Levenfeld Pearlstein,
LLC. He received his Juris Doctorate from Harvard Law School, graduated
Cum Laude in 1988. Darryl is also a Certified Public Accountant and
winner of the Elijah Watts Sells Award. Leading Lawyers Network named
him as a Leading Lawyer. He is a member of the New Markets Tax Credit
Coalition and New Markets Tax Credit Working Group.

Grant Management & Oversight

Elmer
Ka‘ai
Jr. Administrative Honua Consulting

The
purpose of this workshop is to provide potential and current grantees
with practical grant management procedures and processing tools. These
tools will give attendees with simple techniques to ensure that your
grants are in compliance with federal and state laws, as well as, in
agreement with your granting entity.

Elmer
K. Ka‘ai Jr
,
a graduate of the University of Hawaii at Manoa, was raised on the
island of Oahu. He is the Chair of the King Kamehameha Celebration
Commission. He is also the Director of Government Relations and Community
Affairs for the Office of the Chancellor at the University of Hawai‘i
at Manoa.

He is
a part-time employee of Honua Consulting and has been with the company
for six years. It is clear from both his current and past positions that
he takes pride in his home and the many different communities that flourish
in Hawaii. Ka‘ai is an active member of many Native Hawaiian communities
around the island. Outside of his official position (formerly) at the
Department of Hawaiian Homelands and (currently) the University of
Hawaii Ka‘ai has served on nearly a dozen boards. He has dedicated
his time and aloha to groups ranging from the Hula Preservation Society
where he served as a President, to the Hui Kakoo Aina Hoopulapula.
He was appointed to the King Kamehameha Celebration Commission by Governor
Neil Abercrombie. His commitment to Hawaii can easily been seen through
the wealth of programs he has supported to maintain, protect, and honor
Hawaii’s interests, both cultural and natural.

HUD Certified Financial Services & Products
to Secure Your Lease Award on Hawaiian Homelands

Jeff
Gilbreath
Executive Director Hawaiian Community
Assets

Provide
an overview of Hawaiian Community Assets, a Native Hawaiian controlled, nonprofit
HUD certified housing counseling agency and Native community development
financial institution that was founded by 2 native Hawaiian beneficiary
women in 2000. The presenter will share the organization’s history
in serving Hawaiian Homelands beneficiary families in securing mortgage
financing for homeownership. Information will be shared about free housing
and financial services HCA provides, including youth and family financial
education, individualized housing counseling for renters, homebuyers,
and homeowners, raining/technical assistance to assist nonprofits deliver
culturally-relevant financial education, and match savings accounts
for housing and financial goals. The presenter will also share about HCA’s
loan products administered through its subsidiary lending institution, Hawaii
Community Lending. The presenter will make time available for Q &A and
offer access to client intake packets for individuals interested in enrolling
in HCA’s services.

Jeff
Gilbreath
is
Executive Director of Hawaiian Community Assets (HCA). He joined
the organization in 2008 with experience in youth mentoring, family
services, and self-help housing. Mr. Gilbreath has over 15 years
experience in nonprofit program development and management, a background
in Federal and State policy promoting sustainable communities, and experience
training and mobilizing staff and volunteers for community-based economic
development. He currently oversees HCA’s work as a HUD-certified housing
counseling agency and Native Community Development Financial Institution.
He serves as President of the Hawaii Jump$tart Coalition for Personal
Financial Literacy, representative on the Alaska Growth Capital CDFI and
NCAPA Economic Justice Committees, and Board member of the Council
for Native Hawaiian Advancement and Hawaii Habitat for Humanity.
Business Planning

Kilikina
Mahi
KM
Consulting

A business plan
can help your nonprofit lay out a road map for a new venture and communicate
a project’s value to funders and other stakeholders. This session will
discuss the planning process, highlight key elements of a business
plan, and suggest additional resources for  organizations working on
a business plan. 

Kilikina
Mahi
draws
on experience from the private sector, philanthropy and nonprofit
management to support the work community organizations and efforts.

Kina
earned a BS in Economics from Santa Clara University and an MBA from
University of California at Berkeley, and worked in banking and financial
services for eight years. She transitioned to the nonprofit sector
as the Executive Administrator of Kaala Farm and then the Executive
Director for College Connections Hawai‘i. After that, Kina moved to
the Hawaii Community Foundation, where she supported the Hawaii Community
Stabilization Initiative and the Island Innovation Fund. She started
KM Consulting in 2013 and now provides a range of financial management
and capacity, business planning and implementation, and qualitative
data collection services. She also runs Hello Makana, a social enterprise
she co-founded in 2012.

Kina
is the Treasurer for Susannah Wesley Community Center, where she has
served on the Board of Directors for five years. She is also a member
of Halau O Ke Aalii Ku Makani, sits on the Finance Committee for Kokua
Kalihi Valley, and serves on the Board of Directors for Hookuaaina,
Kina lives in Kalihi Valley with her husband and two children.

DAY TWO
(MARCH 24, TUESDAY): SESSION 6

1:30
pm –2:45 pm

Session
6

6A

Project Panel:
Lanai Community Health Center, LaiOpua 2020, Kailapa Community Association, Waimanalo
Hawaiian Homes Association, Hale Ola O Hoopakolea, & Kapolei Community
Development Corporation.

They participated
in multiple workshops, seminars, planning sessions and back yard chalk
talks. Individually, they are at varying stages of their current project
implementation. Collectively, they represent grassroots, can-do ideology.

Learn
what it takes to develop and complete a community project in Hawaii
from this panel of respected community leaders as they share their
challenges, solutions and insights.  Hear
panel members discuss their experiences working through all the requirements
to move their projects forward.  From addressing
organizational deficiencies prior to starting their projects to multiple
planning and design sessions, through construction processes and ultimately
to operations and management.  Sense
the passion and drive from these leaders as they express the “why”
aspects of doing their project and hear their broader perspectives
of development beyond bricks and mortar.

Robert
J. Hall
is
a partner in Pacific Growth Associates. Before joining PGA, “Bob”
served in executive management positions for 25 of the 33 years while
being employed with the state of Hawai‘i until he retired in 2011.
He last served as Deputy Director of the Department of Hawaiian Home
Lands, where he worked for over 15 years and is considered an expert
on its programs, policies, and fiscal management. In his capacity,
Bob guided the NAHASDA 5-Year Plan and implementation of NHHBG, had oversight
of the Homestead Services Division, which managed admissions and occupancy.
He was instrumental in creating the department’s Home Ownership Assistance
Program (HOAP) for new homebuyers. Bob maintains involvement with homestead
beneficiary groups and continues to foster community and economic development.

Cindy
Santiago
,
was promoted to CFO/ IT Director for Lanai Community Health Center
(LCHC) in August 2012, but has been with LCHC since July 2011 as
the Accounting Clerk/ Front Desk Supervisor. She earned her Associates
Degree in Accounting from Heald Business College, her Bachelor’s
Degree in Accounting from Hawaii Pacific University and will be receiving
her Master of Business Administration Degree from University of Phoenix
this upcoming June. Cindy has three daughters ages 9, 3, and 2 and
also sits on the board of the Lanai Federal Credit Union. She enjoys
reading, watching movies and spending time with family and friends.

Bo
Kahui
is
the Executive Director of LaiOpua 2020 (L2020) with a modest staff
of two, and has raised with its partners, millions of capital to
date for the first phase of L2020 development project, which includes
equity raised through a New Markets Tax Credit Qualified Equity Investment
of $22M. From the streets of Kalihi to the shores of North Kona,
Bo has brought full circle the creation of a community infrastructure
that will provide for the social and educational needs of its residents
and surrounding areas. The vision for L2020 is built on an urgent
need for a gathering place, formed from the cultural and spiritual
values inherent in the land and people of Hawaii. Their goal is to
ensure the existence of adequate health care, social service, and
recreational facilities to complement and support the native Hawaiian
homesteaders and nearby populace residing in the greater Kealakehe
community. With 275 homes resided in at Villages of Lai Opua, there
is an additional 2,300 mixed-use units planned for the Forest City
Villages at Keahuolu, and 975 units planned for the Villages of Lai
Opua—a total of over 3,500 residential units in need of a community
infrastructure to support its residents.

Diane “Maka‘ala”
Kanealii
,
is life long resident of Moku O Keawe, graduated from Hilo High and
went on to a long nursing career from 1975 – 2014 with a few other
work experiences along the way. Maka‘ala married Roger “Maha” Kanealii
from Kalihi Valley and together they raised their 5 children and
now the proud grandparents of 12 grandchildren. Maka‘ala permanently
moved to Kailapa in 2006. Moving to Kailapa dramatically changed her
life when she began serving on Kailapa Community Association. Her
goal is to carry out Kailapa’s vision to “Ehuehu I Ka Pono”  (thrive
in balance) while bringing much needed services to the area.

Paul Richards is
the currently serving as the Auamo I Na Alakai (AINA) President and
has over 30 years of community, local and state work with the Hawaiian
homesteads with 17 years of working in the local financial banking industry.
A former entrepreneur and business partner of Kealoha Expression, LLC
a local espresso café owner at Queen’s Medical Center and relocated
later to Kahala – Times Supermarket and sold its business to PAQ, Inc.

He
became the Operations Manager for HHT, LLC (Hawaiian Homestead Technology,
LLC) designed and delivered the training curriculum for the Waimanalo
and Papakolea HHT work facilities employing local homesteaders with
technology based skills in document conversion using Auto-CAD or optical character
recognition (OCR) digitization methodologies with contracted work from
the U.S. Department of Defense (DOD). Paul served as the Executive Director
for the State Council of Hawaiian Homestead Associations (SCHHA) while
under the leadership of Mr. Anthony “Uncle Tony” Sang, Sr., SCHHA Executive
Board as its Treasurer and Ahupuaa O Oahu President. 

The
former President of the Waimanalo Hawaiian Homes Association (WHHA)
and Na Kuhio Ike (NKI) working with Aunty Joe Ann “Ulu” Sang in the
conceptual design, planning and implementation of Ka Hooilina na Kuhio
Community Center in Waimanalo currently owned, managed and operated
by WHHA and NKI. He currently volunteers as a Scoutmaster, Waimanalo
LDS Ward, Troop 45, and this year assisted two young men in completing
and earning their Eagle Scout Award.

As
the METS Program Director, Paul oversees a TRiO Program funded from
the U.S. Department of Education for Nanakuli and Waianae High Schools
assisting 501 students to succeed in grade-to-grade promotion, on time
graduation from high school and admission into post-secondary institutions
of their choice either 2 or 4 year college-university, vocational or
technical schools.

Paul
earned an A.A. degree from Windward Community College first graduating
class and studied at the University of Southern California, Los Angeles
and earned a B.S. in Business Management from the University of Phoenix
and Masters in Business Administration from Hawaii Pacific University and
currently a PhD doctoral candidate at Walden University in Public Policy and
Public Administration.

Josiah
“Uncle Black”
 
Ho‘ohuli is
a respected leader and mentor in the Hawaiian Homes and at-large
communities. You could think of Ho‘ohuli as an unofficial ambassador
for his hometown of Nanakuli. He’ll gladly take the curious around
to discover the histories and tales that seem to be hidden in plain
sight. If anyone should know, it would be Ho‘ohuli, who’s a fixture
at Nanakuli High School and loves everything about his West Side
town. His father owned the bus line that took people between the
Waianae Coast at Kakaako, and he says, “I pretty much know everyone
here.” When asked about his youth, he chuckles about being “naughty”
but adds that he joined the Marine Corps (USMC) for a change of
scenery and upon his return began his employment with the State
of Hawaii Department of Education. Ho‘ohuli graduated from Waipahu
High School.

 

Ho‘ohuli
humbly adds that he likes to get involved in the community, pointing
out that people recognize him and others as the elders in Nanakuli.
“You have to pay attention to the kupuna,” he says. He credits his late
wife, Leina, as the source of his humility. They were married for over 40
years and together they had three boys and three girls. Grandkids?
“I don’t know, I can’t keep count—that’s the parent’s job,” he chuckles. Ever
the gracious host, he enjoys sharing the beauty of Nanakuli with guests, even
those from beyond Hawaii.

Shirley Swinney is
an alumna of Kamehameha Schools and attended the University of Hawaii.
Shirley retired from
the Hawaii
State Judiciary.
Using
skills gained through her 30 year career in the legal setting, formal
leadership training, and management of a successful cottage industry,
Shirley created effective strategies for building a strong community.

Shirley
is an established homestead leader from the Maluohai Homestead in Kapolei,
and has demonstrated leadership qualities that continue to be of great
value to those she serves. She is known to be a respected and dedicated
leader in both the Native Hawaiian community and the broader community
of Kapolei. She is generous with her time and talents and contributes
significantly to many organizations including the Kapolei Community
Development Corporation, Malama Learning Center, Special Olympics Hawaii,
Maluohai Residents Association, Friends of Kapolei Hale, and, since
2011, as a member of the Hawaii Community Development Authority, Kalaeloa
District.