SPEAKERS AND TOPICS
Agenda
Thursday, September 23, 2010
Sacramento, CA
Registation, Coffee and Refreshments start at 8:30am; session starts at 9am sharp
| E. Kim Coontz CA Center for Cooperative Development |
Welcome & Overview - The housing landscape - Affordable housing Goals/desires: Buyers; Developers; Policy Makers; Funders/lenders - Why consider co-op models? |
| Margaret Lund Co-op Consultant |
Housing Co-ops 101 - What is a co-op? - Types of co-ops - LEHC structures - Maintaining affordability - Dwellings; Member groups |
| Karen Tiedemann Goldfarb & Lipman, LLP |
Legal Steps to Forming a Cooperative in California - Relevant laws - Co-op types - Special challenges - Governing & formation documents - Reporting requirements |
| Co-op Resident Panel | Co-op Member Experiences |
| Margaret Lund | How Financing Works |
| Finance Panel: Tracy Parent, FHLB, SF Peggy Jones, Nehemiah Rick Lewis, Bay Area Community Land Trust |
Financial Building Blocks - Financing needs, funding sources & types of loans - Proforma overview - Lender & Developer perspectives - Potential challenges and how to address them |
| Alan Heskin UCLA Professor Emeritus |
Co-op Development & Operating Case Examples - Roles: Boards; Members; Management - Test of Democracy |
| E. Kim Coontz | Integrating Systems for Long-Term Success - Assuring ongoing training and co-op vitality - The crucial first year - New member criteria |
| Margaret Lund | Best Practices |