CFO’s Agenda

Thank you for joining us at the Top 45 Symposium. CFO’s can find this week’s agenda below. For a downloadable option, click the button below.

Downloadable Agenda (PDF)

Sunday, November 14th

5:00 PM

3 Hours

Welcome & Opening Reception

  • Location | Sheraton Sand Key, Outside Next to Swimming Pool
  • Host | Mike Sutton, President & CEO of Habitat Pinellas & West Pasco
  • Check-in & Pick-up Conference Packets & Name Tags
  • Mix & Mingle

8:00 PM

Free Time

  • Late Snack
  • Mix & Mingle on your own

Monday, November 15th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

15 Minutes

Morning Devotion

  • Led by EJ Thomas (Habitat Mid Ohio)

8:35 AM

95 Minutes

Welcome & Affiliate Intro

  • Moderator & Host | Mike Sutton (Habitat PWP)
  • 2 Minutes per affiliate | Name, Title of Attendees, COVID Successes & Negative Impacts

10:10 AM

10 Minutes

Morning Break

10:20 AM

15 Minutes

Message from Title Sponsor – Covey Financial

10:35 AM

85 Minutes

Using CHDOs, Mortgage Companies, and CDFIs to Expand Capacity

  • Moderator | Erin Rank (Habitat Greater Los Angeles)
  • Panelists | Robyn Bipes-Timm (Twin Cities), Patricia Burch (Greater Birmingham), Mike Criner (Metro Denver)

12:00 PM

75 Minutes

Group Lunch

  • Prayer lead by Rob Locke (Habitat Metro Louisville)

1:15 PM

100 Minutes

Who Are We, Get To Know Your Affiliates

  • Moderator | Pamela Lee (Pinellas & West Pasco) & Dean Kacos (Collier Counties)
  • Every CFO, 2 Minutes Intro About Yourself & Affiliate
  • Survey Results & General Overview

2:55 PM

15 Minutes

Afternoon Break

3:10 PM

40 Minutes

Cash Flow Management & Reporting

  • Moderator & Panelist | Adam Sisson (Los Angeles)
  • Panelists |Reagan Carrera (Central OK) and Dean Kacos (Collier Co)
    • How Prepared / What Software Do You Use
    • 12 Month Cash Flow Forecast as part of/result of approved budget
    • Monthly reporting of Cash Flow, To Whom, How OFten
    • How is Cash Managed, Investment Policies, Bank Services & Structure

3:50 PM

50 Minutes

New Market Tax Credits & Creative Funding Models

  • Guest Presenter | Nancy Ridenour, Chief Strategy Officer (Pinellas & West Pasco

5:30 PM

Group Dinner

  • Bus Tour of Habitat Pinellas & West Pasco Administrative HQ and Education Center & dinner at Big Storm Brewery
  • Dinner at Big Storm Brewery (Click for Menu)
  • Prayer led by Dave Crawford (Dallas)

Tuesday, November 16th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

15 Minutes

Morning Devotion

  • Led by Charles Moore (Birmingham)

8:35 AM

85 Minutes

Budgeting & Reporting

  • Moderator | Daphne Alexander (Ft Worth/Trinity)
  • Panelists | Anne McArthur (Louisville), and Dean Kacos (Collier Co, FL)

10:10 AM

10 Minutes

Morning Break

10:20 AM

85 Minutes

KPIs, Dashboard & Management Reporting

  • Moderator | Lori Ormond (San Antonio)
  • Panelists | Daphne Alexander (Ft Worth/Trinity), Justine Morgan (Broward)

11:35 AM

10 Minutes

Message from Supporting Sponsor – Warren Averitt, CPA

11:45 AM

75 Minutes

Lunch

  • Prayer led by Jason Barlow (Central AZ)

1:10 PM

75 Minutes

IT, Cloud Based Systems, Technology & Related Systems

  • Moderator | Pamela Lee (Pinellas & West Pasco)
  • Panelists | Beth Kilguss (Charlotte), Myra Mallet (Houston), Amy Yeager (Des Moines)
    • What are the current technologies at your affiliate?
    • How is technology improving or impacting daily workflows?
    • What options are under consideration for continued improvement?
    • Remote technology set up/considerations

2:25 PM

10 Minutes

Afternoon Break

2:35 PM

90 Minutes

Mortgage Holdings, Servicing and Alternative Funding

  • Moderator | Greg Brown (Palm Beach)
  • Panelists | Louis Olivera (Omaha), Beth Kilguss (Charlotte), & Justine Morgan (Broward)
    • What servicer, if any? How many Mortgages currently & annual new?
    • Mortgage sales, discount rates, how often/bank partners
    • If servicing in house, software in place or considering
    • Typical characteristics of mortgages, term rate, seconds, down pmt assistance
    • Mortgage assistance programs outside affiliate, HUD, SHIP, CDBG, Federal programs

4:05 PM

5 Minutes

Afternoon Break

4:10 PM

65 Minutes

CFO Recap & Best Practice Roundtable

  • CFO Moderator / Reporter | Dean Kacos (Collier County) – Top Takeaways
  • Best Practice Moderator | Patricia Burch (Birmingham)

6:00 PM

Group Dinner

Wednesday, November 17th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

60 Minutes

Morning Devotion

  • Led by Lisa Lefkow (Collier County)

8:35 AM

70 Minutes

HFHI Updates & Q&A with Jonathan Reckford, HFHI CEO

  • Moderator | Jim Morris (Greater Indy)
  • Panelist | Jonathan Reckfod, HFHI

9:45 AM

15 Minutes

Morning Break

10:15 AM

60 Minutes

HFHI Updates & Q&A (Continued)

  • Moderator | Jim Morris (Greater Indy)
  • Panelist | Jonathan Reckfod, HFHI

11:15 AM

45 Minutes

Symposium Wrap Up & 2022 Venue Announcement & Thoughts

  • Moderator | Mike Sutton (Pinellas & West Pasco)
  • CEO/COO Feedback & General Thoughts
  • Next Year’s Host & Location | Jim Morris & Indianapolis
  • 2023 Host & Location | Jason Barlow & Phoenix (Central AZ)
  • Closing by Mike Sutton (Pinellas & West Pasco)

12:00 PM

10 Minutes

Closing Prayer & Box Lunch To Go

  • Thank You & Prayer led by Natalie Griffith (San Antonio)