2005 CLT Conference Schedule.xls by smitty1254

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									CLT NETWORK GRASSROOTS NATIONAL CONFERENCE
 TRACK:                     A                                  B                                C                                  D                               E                                  F                               G
                     Look Within:                     Look Within:                                                                                                                               Look Out!
                                                                                   Look for the Money:                     Look Around:
              organizational development organizational development                                                                                           Look Up!:                       ...for each other:
                                                                                           financial                      building coalitions                                                                                     Wildcard
                          for                        for                                                                                                 project development            homeownership programs
                                                                                        & legal matters                    & partnerships
                     newcomers                  mature CLTs                                                                                                                                  and support

                                                                                              Wednesday - August 17, 2005
Session #1:                                                                       09:00A -10:30A PLENARY (all participants) -
Session #2:
                                                                                                                                                                                                                          When two CLT's are in the
 10:45A...                                                                           Building & Developing           Partnerships with Habitat for                                        Homebuyer Counseling,             same area: Different
                     CLT 101 - Part I          Using Data to Make Your Case                                                                            Housing Development 101
 ...12:15P                                                                            Operating Support               Humanity or other CDC's                                             Orientations & Marketing       experiences in Chicago and
                                                                                                                                                                                                                                  Portland

                                                                                                                                                                                                                           Chicago: Comparing the
                                                                                                                                                                                                                        formation of two CLT's, one a
                                                 How can Geographic Information                                                                                                                                          suburban, wealthy and white
                                                  Systems help you in your work? Everyone wants to fund projects,                                                                                                       CLT begun by the municipality
                Overview of the CLT Model;                                                                             Learn about ways that CLT's,     How does the money flow in a
                                                  What are the cautions for using so where does the money come                                                                             How to market to potential  and the other a grass roots, low-
                Rationale for the Community                                                                           Habitats and other Community project? Learn about subsidizing
 Workshop                                          GIS? What are the resources     from to pay salaries and office                                                                      homebuyers; How to qualify new      income, black & Latino
              Land Trust model- - the case for                                                                        Development Corporations can development and structuring the
  Learning                                       available to you as a Community expenses? Learn ways to                                                                                  homebuyers; How to select     community located in the inner
                  permanent affordability;                                                                           partner effectively together while  deal as well as project pro-
 Objectives                                       Based Organization? Includes       diversify your organization's                                                                       homebuyers; How to work with city. Portland: Stories of how
              applications and variations in the                                                                     each maintain their own identity formas, budgets, spreadsheets,
                                                 discussion on data gathering and revenue sources for on-going                                                                                     Realtors               the CLT serving the City of
                         CLT model                                                                                              and mission                and layering subsidies.
                                                  its uses for CLT's with funders,       operational support.                                                                                                                Portland has worked
                                                 government officials and others.                                                                                                                                         collaboratively with nearby
                                                                                                                                                                                                                       Clackamas County CLT on joint
                                                                                                                                                                                                                            programs and funding.


                                                                                                                                                                                                                         Bill Howard, First CLT of
                                                                                                                                                                                     Loretta Walker, Clackamas CLT Chicago (confirmed); Mary Ellen
                                                                                                                         Susan Levy, Chapel Hill         Michael Brown, Burlington
                                                                                                                                                                                         (confirmed); Katie Ulrich,    Tamasy, Highland Park CLT
                 Burlington Associates in                                            Sean Allen, First Homes         (confirmed); Jeff Washburne,      Associates (confirmed); Rick
                                                                                                                                                                                        Portland CLT (confirmed);      (confirmed); Allison Handler,
  Presenter      Community Development            Lincoln Institute (confirmed)     (confirmed); Aaron Miripol,      City of Lakes CLT (confirmed);   Jacobus, Burlington Associates
                                                                                                                                                                                     Kiersten DeLuca, Burlington CLT Portland CLT (confirmed); Nancy
                       (confirmed)                                                    Thistle CLT (confirmed)        Marge Misak, Cuyahoga CLT        (confirmed); Amy Demetrowitz,
                                                                                                                                                                                                (confirmed)                Yuill, Clackamas CLT
                                                                                                                               (confirmed)              Burlington CLT (confirmed)
                                                                                                                                                                                                                                 (confirmed)



                                                                                                  12:15-1:45           Lunch On Your Own




                                                                                                                                                                                  PORTLAND, OREGON August 17-19, 2005
CLT NETWORK GRASSROOTS NATIONAL CONFERENCE
 TRACK:                      A                                 B                                  C                                  D                                E                                 F                                   G
                     Look Within:                       Look Within:                                                                                                                              Look Out!
                                                                                     Look for the Money:                    Look Around:
              organizational development organizational development                                                                                             Look Up!:                      ...for each other:
                                                                                             financial                     building coalitions                                                                                         Wildcard
                          for                        for                                                                                                    project development          homeownership programs
                                                                                          & legal matters                   & partnerships
                     newcomers                  mature CLTs                                                                                                                                   and support

Session #3:
                                                                                                                                                                                                                             Across Time and Space: The
                                                                                                                           Universities, Urban            Thinking inside the boxes:
 1:45P…                                                                             Grassroots Fundraising for                                                                                                                 Community Land Trust
                      CLT 101 - Part II                Negotiation Skills                                                Institutions & Employer          development of multi-unit            Managing Resales
 ...3:15P                                                                           Operating & Project Support                                                                                                              Movement and its Gandhian
                                                                                                                            Assisted Housing                       housing
                                                                                                                                                                                                                                       Roots

                                                This session will focus on ways                                                                                                                                                This presentation will focus on
                                                                                   Participants will gain an overview To introduce participants to ways
                                                to improve ongoing interactions                                                                                                                                                 the roots and early ideology
                                                                                    of membership and fundraising          they might engage with
                                                between community land trusts                                                                                                                                                 underlying the community land
                                                                                        fundamentals, including          universities (or other similar
                                                    and those they deal with                                                                                                                                                      trust model. How did this
                 Organizational issues and                                             techniques for running a         urban institution e.g., hospital,
                                                    professionally, including                                                                                 Discussion of the unique                                          philosophy find its way to the
 Workshop      choices in creating a CLT; The                                       membership campaign; identify church, etc.) in a collaborative                                         Yes, the CLT model really
                                                    residents, neighborhood                                                                                 implications for CLT's in the                                          Community Land Trust
  Learning    quest for permanent affordability                                       and take home at least two       fashion to increase the stock of                                   works! Learn how to set up a
                                                  associations, and municipal                                                                             development of condos and town                                     Movement in the United States?
 Objectives      a look at the numbers and                                         steps for increasing support from long-term affordable housing in                                      successful re-sale operation
                                                  employees. Participants will                                                                                         homes                                                 Who were the key players in this
                  finances of CLT homes                                            members; become aware of the your community. Includes case
                                                 learn how to apply a range of                                                                                                                                                story? How did the trusteeship
                                                                                   potential that exists by engaging study of Mayo Clinic's central
                                                 communication and mediation                                                                                                                                                 model of land reforms perform in
                                                                                   donors as investors and lenders        role on creation of CLT in
                                                      skills to the ongoing                                                                                                                                                   India in comparison to the CLT
                                                                                          to your organization                 Rochester, MN.
                                                      management of land.                                                                                                                                                             model in the US?

                                                                                                                                                         Jeff Yegian, ICE (confirmed);                                           Harini Venkatesh, Lincoln
                 Burlington Associates in                                                                               Lincoln Institute (confirmed);                                    Emily Higgins, Burlington CLT
                                                   Ona Ferguson, Consensus         Lisa Byers and Mary Blackstone,                                         Colin Bloch (confirmed),                                              Institute (confirmed); Ellie
  Presenter      Community Development                                                                                    Sean Allen, First Homes                                          (confirmed), Etta Habegger,
                                                  Building Institute (confirmed)        OPAL CLT (confirmed)                                             Burlington CLT; Eugene Grant                                          Kastanopolous, Equity Trust
                       (confirmed)                                                                                               (confirmed)                                                 Thistle CLT (confirmed)
                                                                                                                                                                    (invited)                                                  (confirmed); Julie Orvis, ICE

                                                                                                            3:15P - 3:30P BREAK
Session #4:
                                                 If the CLT model is so good,                                           Housing Trust Funds and                                            Post-Purchase support for
 3:30P…                                                                              Understanding Financial                                             Non-residential Development                                 Funding and Developing Rural
                     CLT 101 - Part III             why are the numbers so                                             Effective relationships with                                       homeowners and Long-term
 ...5:00P                                                                           Reports and Balance Sheets                                                 on Leased Land                                                  Housing
                                                            small?                                                              City Staff                                                maintenance of CLT homes


                                                   After 30 years, a few thousand                                                                                                                                             Learn how CLTs can utilize
                                                                                                                                                                                               What are the roles and
                                                    units of affordable ownership                                                                                                                                            SHOP (Self-Help Opportunity
                                                                                                                            A case study of how a                                         responsibilities of the CLT over
                                                   housing nationwide. Something                                                                        Case studies of examples where                                          Program) funds for land
                Brief overview of CLT ground                                                                              municipality participated in                                    time in relation to the homes on
                                                  to celebrate? ...or be concerned  A practical workshop to help                                            CLT's have developed
 Workshop          lease; brief overview of                                                                            creating a housing trust fund to                                  its land? How do we ensure that           acquisition and/or
                                                    about? Or, both? Should we     participants gain familiarity and                                     commercial and/or industrial
  Learning    designing resale formulas; CLT's                                                                           assist a newly created CLT.                                     CLT homeowners are successful        infrastructure development,
                                                     "keep on keeping on"? ...or    comfort with these essential                                          spaces, including nonprofit
 Objectives   in action: a panel of practitioners                                                                      Alternative funding methods for                                    over the long run? Hear about      either in conjunction with the
                                                    make adjustments? Join this              documents                                                    facilities such as daycares,
                     from selected CLT's.                                                                               the housing trust fund will be                                    some successful post-purchase        USDA Rural Development
                                                    discussion. Help us imagine                                                                              offices, heath centers
                                                                                                                                   explored.                                                  support programs for CLT       Mutual Self Help program or
                                                   community land trusts over the
                                                                                                                                                                                                    homeowners.                      independently.
                                                            next 30 years


                                                     Moderator: Lisa Byers
                                                                                                                                                                                           Etta Habegger, Thistle CLT
                                                  (confirmed); Panelists: Tim                                  Trell Anderson, City of Portland                                                                          Sandra Wood, Community
                                                                                                                                                           Rick Jacobus, Burlington        (confirmed); Emily Higgins,
                 Burlington Associates in       McKenzie, Burlington Associates                                   (confirmed); Jeff Yegian                                                                             Frameworks (confirmed); Rural
                                                                                 Mary Houghton, Burlington CLT                                            Associates (confirmed); Amy      Burlington CLT (confirmed);
  Presenter      Community Development              (confirmed); Jeff Corey,                                       (confirmed); Mary Ellen                                                                             Development Self Help Program
                                                                                         (confirmed)                                                      Demetrowitz, Burlington CLT     Jason Webb and John Barros,
                       (confirmed)              Northern CLT (confirmed); Walt                                  Tamassy, Highland Park CLT                                                                                     staff (invited)
                                                                                                                                                                  (confirmed)              Dudley Street Neighborhood
                                                 Dixie, Jubilee (confirmed); Sue                                         (confirmed)
                                                                                                                                                                                               Initiative (confirmed)
                                                    Cottner, Albany (invited)

                                                                                                    Dinner & Evening (...On Your Own)




                                                                                                                                                                                    PORTLAND, OREGON August 17-19, 2005
CLT NETWORK GRASSROOTS NATIONAL CONFERENCE
 TRACK:                     A                                B                                  C                               D                                E                                F                                   G
                    Look Within:                      Look Within:                                                                                                                           Look Out!
                                                                                  Look for the Money:                   Look Around:
              organizational development organizational development                                                                                         Look Up!:                     ...for each other:
                                                                                           financial                   building coalitions                                                                                      Wildcard
                          for                        for                                                                                               project development          homeownership programs
                                                                                        & legal matters                 & partnerships
                     newcomers                  mature CLTs                                                                                                                              and support

                                                                                              THURSDAY - August 18, 2005
Session #5:
                                                                                                                                                     Redevelopment of Vacant,                                          Creating a master lease to
  9:00A…                                         Evaluating Programs and                                           Building alliances with the
                Setting up a ground lease                                         Land & Housing Economics                                          Abandoned, and Brownfield         Buyer-Initiated Programs        preserve a mobile home park
 ...-10:30A                                        Measuring Success                                               Smart Growth Movement
                                                                                                                                                           Properties                                                         community

                                                                                                                                                                                                                        Description of how residents of
                                                                                                                                                       Workshop will provide an                                          Mapleton Mobile Home Park
                                                How do we know if the model is Understand the contribution that
                                                                                                                                                  overview of brownfields and their                                   organized and worked with more
                                                working? How do we measure land makes to housing prices,
                                                                                                                                                  relevance to the CLT mission. It                                      traditional housing agencies to
                                                   how it is performing? This       and how capturing land values
              Participants will come away with                                                                                                      will highlight factors unique to   Learn the secrets to the       preserve their affordable housing
                                                     workshop will stress the        by the community, rather than
                an understanding of what is a                                                                       CLT's have a natural fit with  brownfields redevelopment, the      surprisingly user-friendly          while establishing resident
 Workshop                                      importance of data collection for individual householder, keeps
                 ground lease; how to protect                                                                      Smart Growth. Learn ways to       legal and financial resources   Homebuyer-Initiated program,       control of the Park. Workshop
  Learning                                      telling the story and responding housing affordable in perpetuity.
                both the CLT's interests & the                                                                     develop & promote this shared       available, how to identify    where buyers bring homes to        will highlight Thistle and MHA's
 Objectives                                        to critics. In addition, it will  Discuss core CLT question of
               leaseholder's; how to minimize                                                                                agenda.                     brownfields with good       CLT's instead of the other way           relationship and roles
                                                measure success as more than          relationship between wealth
                            risk                                                                                                                    redevelopment prospects and                 around                    (formalized in a master land
                                                just numbers of units produced         building by individuals and
                                                                                                                                                   ways to partner with the private                                    lease) attaining permanent bond
                                                       but also in terms of         permanently affordable housing
                                                                                                                                                  and public sectors that can result                                  financing, a national first, and the
                                                  neighborhood revitalization.             for the community.
                                                                                                                                                    in successful redevelopment.                                             plans for much needed
                                                                                                                                                                                                                               infrastructure rehab.


                                                Tim McKenzie, Burlington
              Jeff Yegian (confirmed), Mollie
                                              Associates (confirmed); Roger                                                                                                                                            Etta Habegger, Thistle
                Stewart (confirmed); David                                                                                                            Lavea Brachman & Allan        Jim Mischler-Philbin, Northern
                                              Lewis, Thistle CLT (confirmed);                                                                                                                                      Community Housing (confirmed),
  Presenter   Abromowitz (confirmed); Randy                                        Lincoln Institute (confirmed)    Tasha Harmon (confirmed)          Mallach, Lincoln Institute    CLT (confirmed); Erika Malone,
                                              John Barros and Jason Webb,                                                                                                                                          Aaron Miripol, Thistle Community
                   Amos, Burlington CLT                                                                                                                     (confirmed)               Kulshan CLT (confirmed)
                                               Dudley Street Neighbors CLT                                                                                                                                              Housing (confirmed)
                        (confirmed)
                                                       (confirmed)

                                                                                                        10:30A - 10:45A BREAK
Session #6:
                                                                                                                                                        Housing Design for           Home Equity Loans, Home          Getting the Message Out: How
 10:45A…                                                                                                           Building statewide & multi-
               Membership Development           Staff & Board Development             Mortgage Financing                                                Sustainability and           improvement Loans & Re-           do we talk about Affordable
 ...12:15P                                                                                                               state coalitions
                                                                                                                                                          Accessibility                     Financing                           Housing?

               How do CLT's build a base of                                                                                                                                                                          Learn how to communicate with
                                               What is the appropriate division                                                                         Practical workshop with
              community support within their                                                                       How to build and maintain a                                                                              politicians, funders,
                                                 of labor between staff and                                                                         examples of design standards in
                service areas? How do we                                                                          robust, effective statewide or                                                                       neighborhood coalitions and
                                                  board? What is a healthy        Learn what programs are out                                       home construction that can have What are the risks & benefits in
 Workshop     involve community residents in                                                                    multi-state coalition; Identify the                                                                    other invested groups about
                                                    balance of power and           there that already work with                                       a significant impact on both   providing these post-purchase
  Learning      the CLT's governance and                                                                        potential benefits of organizing a                                                                     affordable housing Discover
                                               responsibility between the two?    CLT's and discuss any gaps in                                      accessibility issues for people    financial options to CLT
 Objectives   programs? How do we recruit                                                                        statewide or regional coalition;                                                                    what is the best language to use
                                                  How do you get a diverse         mortgage financing options.                                            with disabilities and               homeowners
               new members, and nurture a                                                                        How to raise money to staff a                                                                          to make our case and what
                                               representation of stakeholders                                                                        environmental concerns in the
                 membership over time?"                                                                                      coalition                                                                               language makes it more difficult
                                                       on your board?                                                                                 context of "green building".
                                                                                                                                                                                                                             to garner support.
                                                                                                                  Paul Schissler, Kulshan CLT
                                                                                    Michael Brown, Burlington                                                                                                             Sam Chase and Michael
               Randy Amos, Burlington CLT                                                                           (confirmed); Jeff Corey,      Roger Lewis, Thistle CLT    Kirsten DeLuca; Burlington CLT
                                                 Rick Jacobus, Burlington         Associates (confirmed); Julie                                                                                                             Anderson, Community
               (confirmed); John Barros and                                                                     Northern CLT (confirmed); Mike   (confirmed); Fred Wacker,       (confirmed); Mary O'Hara,
  Presenter                                    Associates (confirmed); Tasha       Brunner, OPAL (confirmed);                                                                                                               Development Network
                Jason Webb, Dudley Street                                                                        LaFontaine, New Hampshire      Home Depot (invited); Gabriel      Burlington Associates
                                                   Harmon (confirmed)             Emily Higgins, Burlington CLT                                                                                                           (confirmed); Nita Hansen
                Neighbors CLT (confirmed)                                                                            Community Loan Fund       Olmsted, OPAL CLT (confirmed)            (confirmed);
                                                                                           (confirmed)                                                                                                                           (confirmed)
                                                                                                                           (confirmed)
                                                                                                    12:15-1:45      Lunch On Your Own



                                                                                                                                                                                   PORTLAND, OREGON August 17-19, 2005
CLT NETWORK GRASSROOTS NATIONAL CONFERENCE
 TRACK:                      A                                  B                                 C                                  D                                E                                F                               G
                     Look Within:                       Look Within:                                                                                                                             Look Out!
                                                                                     Look for the Money:                     Look Around:
              organizational development organizational development                                                                                             Look Up!:                     ...for each other:
                                                                                             financial                      building coalitions                                                                                   Wildcard
                          for                        for                                                                                                    project development          homeownership programs
                                                                                          & legal matters                    & partnerships
                     newcomers                  mature CLTs                                                                                                                                   and support

Session #7:
                                                 Strategic Planning for Long-                                           Partnering with Conservation
 1:45P…
                Selecting a Resale Formula           term organizational                  Legal Roundtable                 Land Trusts and Urban               Green Building                   Property Taxes                  Lessons Learned
 ...3:45P                                               sustainability                                                           Agriculture

                                                                                                                           Where can the missions of
               Do you use an appraisal based         Do we have to forever be      Bring your legal questions to this
                                                                                                                          conservation & housing land
              formula or an indexed one? How dependent on grant writing and panel of experts! Workshop will
                                                                                                                        trusts complement each other?
               do you balance the need for the the ups & downs of government be a Q& A format; learn from the                                                  How to incorporate
                                                                                                                        How can urban CLT's create &                                         Sharing strategies and
 Workshop     individual to build assets with the subsidies? This workshop will      questions others ask on the                                            environmentally sound and                                     Anticipating common pitfalls in
                                                                                                                           protect green space and/or                                     successes in developing a fair
  Learning       need for subsidy retention to    share ways in which CLT's can most pressing legal issues in the                                           creative techniques in the                                   order to avoid them and learning
                                                                                                                              Community Supported                                        tax amount for CLT homes and
 Objectives      ensure an on-going supply of become financially independent on-going management of CLT's,                                               production of CLT homes - while                                 from things that haven't worked
                                                                                                                        Agriculture? Discussion of how                                                land
                  affordable housing for the      organizations that don't have to from resale formulas to ground                                            keeping them affordable
                                                                                                                         the leasehold model relates to
                community? Which formula is depend on selling the CLT model leases, foreclosures, covenants,
                                                                                                                        this, including the development
               easiest to explain & implement?         over and over again.             deed restrictions, etc.
                                                                                                                          of a model agricultural lease.


                  Rick Jacobus,Burlington                                  Mollie Stewart (confirmed); Tad Ellie Kastanopolous, Equity Trust                                                                                 Mary O'Hara, Burlington
                                                                                                                                                                          Tim McKenzie, Burlington
                Associates (confirmed); Julie Tasha Harmon (confirmed);     Everhart (confirmed), David     (confirmed); Greg Rosenberg,     Fred Wacker, Home Depot                                                      Associates (confirmed); Nancy
                                                                                                                                                                        Associates (confirmed); David
  Presenter   Brunner, OPAL CLT (confirmed); Mary Houghton, Burlington CLT Abromowitz (confirmed): Randy Madison CLT (confirmed); Nita (invited); Gabriel Olmsted, OPAL                                                       Yuill, Clackamas CLT
                                                                                                                                                                          Canary (confirmed); Celia
                Colin Bloch, Burlington CLT          (confirmed)                Amos, Burlington CLT         Hansen , Vermont Housing &           CLT (confirmed)                                                         (confirmed); Mike LaFontaine
                                                                                                                                                                             Howes (confirmed)
                        (confirmed)                                                  (confirmed)           Conservation Board (confirmed)                                                                                           (confirmed)


Session #8: Spontaneous Workshop follow-up
 4:00P…
  ...5:00P
                                                                                                   Networking Reception 5:30-7:30pm




                                                                                                                                                                                     PORTLAND, OREGON August 17-19, 2005

								
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