1. WELCOME to the Enterprise Finance Webinar Series: Lessons from the Field, Part 3 STRENGTH MATTERS ® Best Practices in Financial Reporting Webinar Series Made possible by the generous support of The John D. and Catherine T. MacArthur Foundation Tuesday, December 17, 2013 at 3:00PM ET Presenters: Kathy Laborde, President, Gulf Coast Housing Partnership Liz Sessler, Senior Investment Marketing Manager, Enterprise Community Loan Fund Deidre Schmidt, Principal, One Roof Consulting Host: Frances Ferguson, Director, Real Estate Enterprise Strategies, NeighborWorks ® America Audio Conference Info  Call-in #: 866-363-6079  Passcode: 851 497 0973 Audio Conference Info  Call-in #: 866-363-6079  Passcode: 851 497 0973 Congratulations! Now Get to Work.

2. Meet the Host Frances Ferguson, Director, Real Estate Enterprise Strategies, NeighborWorks ® America

3. About STRENGTH MATTERS A national collaborative sponsored by NeighborWorks ® America, Housing Partnership Network (HPN), and Stewards of Affordable Housing for the Future (SAHF), with ongoing support from The John D. and Catherine T. MacArthur Foundation. Our partners also include: Calvert Foundation Enterprise Community Loan Fund F.B. Heron Foundation Ford Foundation Housing Assistance Council Housing Partnership Fund Local Initiatives Support Corporation Low Income Investment Fund Mercy Loan Fund NeighborWorks ® Capital NWSL Affordable Housing and Mission Investment Fund

4. Website Info  www.strengthmatters.net www.strengthmatters.net  Please register if you have not already.  Site provides access to over 20 financial reporting best practices papers, case studies and other resources.  Upcoming Webinars and recordings of past sessions are posted.

5. Enterprise Finance Series: Lessons from the Field What this work entails:  Discussions at two annual meetings and CFO convening  Peer exchanges to dig deeper  Three webinars.

6. Case Studies Case studies and webinar recordings available at www.strengthmatters.net www.strengthmatters.net Studies explore experience of Housing Partnership Network (HPN), NeighborWorks ® America and Stewards of Affordable Housing for the Future (SAHF) members 1.Homes for America 2.Foundation Communities 3.CommonBond Communities 4.Gulf Coast Housing Partnership (forthcoming)

7. Snapshot of Organizations Homes for AmericaFoundation Communities CommonBond Communities Gulf Coast Housing Partnership 18 years24 years42 years7 years 5,2762,6735,0171,866 4 Mid-Atlantic StatesAustin & North Texas3 Midwest States3 Gulf Coast States

8. Meet the Presenters Kathy LaBorde, President, Gulf Coast Housing Partnership Deidre Schmidt, Principal, One Roof Global Consulting Liz Sessler, Sr. Investment Marketing Manager, Enterprise Community Loan Fund

9. Enterprise Finance Definition in this context: The strategic pursuit of business activities and discretionary use of new capital and / or an organization’s existing assets – either directly or through leverage – to fund:  business activities (working capital),  growth (investment capital)  reserves to mitigate risk (permanent capital).

10. Capital & Capacity  Amassing, accessing and managing capital demands competencies, systems, discipline  Mutually reinforcing and progressive relationship

11. Enterprise Finance Once you’ve arrived, new work begins:  Relationship management (forging and tending relationships with different set of partners)  Fund management (when and where to use your resources to optimize)  Reporting (financial and social outcomes)

12. Enterprise Finance Liz Sessler, Enterprise Community Loan Fund  Finding the right match and fit.

13. Types of Investors  Banks (CRA Regulated)  Philanthropic Organizations  Consultants and Financial Advisors  Individuals

14. What motivates investors?  Risk  Financial Risk  Opportunity Cost  Return  Financial Return  Social Return  Emotion

15. Enterprise Finance Kathy LaBorde, Gulf Coast Housing Partnership  The strategic and operational aspects of managing third party capital.

16. Enterprise Finance Kathy LaBorde and Liz Sessler  Managing relationships with third-party capital providers.

17. Contact Us  Frances Ferguson: fferguson@nw.orgfferguson@nw.org  Kathy Laborde: laborde@gchp.netlaborde@gchp.net  Deidre Schmidt: deidre.schmidt@1roofglobal.comdeidre.schmidt@1roofglobal.com  Liz Sessler: lsessler@enterprisecommunity.orglsessler@enterprisecommunity.org  Lindsay Wells (CPE credit contact) : consult.lwells@gmail.com consult.lwells@gmail.com Visit www.strengthmatters.net to view recorded webinars and download presentations.www.strengthmatters.net