Development Manager
Resume:
Terri E. Preston, HCCP
Principal
*****.*******@**********.***
Terri Preston, Principal with Baker Tilly Virchow Krause, LLP, has been with the firm since
2001. She has worked in the commercial and real estate finance industry since 1987.
Terri volunteers her time with several affordable housing commissions and organizations
at local, state, and national levels.
Specific experience
Specializes in Affordable Housing consulting, strategic portfolio and compliance
planning, and subsidized housing preservation and repositioning - tax credit, bond,
and tiered funding application support.
Manages portfolio of clients within the affordable housing service industry
compliance, audit, and conversion or preservation of Section 8, Section 515, and
other federally or state subsidized housing stock.
New Markets Tax Credit specialist; providing training, underwriting support,
application and product review, and compliance consulting.
Provides litigation support services to communities, developers, and investors as
needed based on experience in the affordable housing industry.
Acts as primary liaison at state and national levels. Develops marketing and product
tool, policy, and procedures as required.
Primary relationship manager for portfolio of 28 developments with Section 42,
Section 8, and Section 515 attributes. Completed compliance reviews on three
additional client portfolios operating in the Section 8 environment.
Worked with in-house team to modify tax credit underwriting model to allow for inter-
linking with multi-state applications. This allows flow of information from investor and
lender data streams and the applications, resulting in reduced time spent in data
entry and reduced error rates from transcription.
Participated in strategic planning, business/IT integration planning, new
product/emerging markets focus and led the internal and external affordable housing
preservation and Section 42 compliance programs while at the Wisconsin Housing
and Economic Development Authority.
Has published articles and provided presentations at state, neighboring state, and
national forums, all related to affordable housing, and/or economic development.
Resume, continued
Specific experience cont.
Currently serves on local, state, and national boards/initiatives in affordable housing
including the Executive Committee of the National Leased Housing Association and
the Institute for Responsible Housing Preservation.
Provided leadership for Wisconsin s participation in the development of the Section
42 8823 (noncompliance) manual with the IRS.
Worked at national level on the development of State Housing Finance Agencies
Participating Administrative Entities contract and working policies/procedures manual
for the MAHRAA program.
Industry involvement
National Leased Housing Association, Chair
Institute for Responsible Housing Preservation, Board Member
National Leased Housing Education Scholarship Fund, President
National Housing Council Assisted Housing Properties Task Force
Opportunity Finance Network
New Markets Tax Credits Coalition, Board Member
NH&RA New Markets Tax Credit Executive Committee, Member
NH&RA Legislative Committee Member
Featured speaker for Wisconsin statewide New Markets Tax Credit educational
series.
Published author in national and regional press on topics related to affordable
housing and New Markets Tax Credits.
Has spoken at various state and national conferences from 1993 to present.
(National Council of State Housing Agencies, National Leased Housing Association,
Affordable Housing Finance Live, NH&RA; Wisconsin Collaborative for Affordable
Housing, Wisconsin Housing and Economic Development Authority, Pennsylvania
Housing Finance Agency, Iowa Housing Finance Agency, Illinois Housing
Development Authority, Wisconsin Economic Development Conference, National
Community Reinvestment Coalition, Community Impact Working Group, Mississippi
Governors Conference, New Markets Tax Credit Coalition, among others.)
Education
University of Wisconsin Madison
Master of Arts
University of Maryland College Park
Housing and Community Development Executive Program
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