Events and Education
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Freddie Mac Multifamily staff speaking engagements or attendance at industry events are listed as they're confirmed.


One-stop online learning for Optigo lenders.
Access self-paced courses to learn something new or to refresh your knowledge.
- Events
- Conventional Education
- TAH Education
- SBL Education
- Seniors Housing Education
- Servicer Education
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EventNovember 4 – November 6ULI Fall Meeting San Francisco, California
Freddie Mac Attendees:Kevin Palmer, Head of Multifamily
Steve Johnson, Senior Vice President, Production & Sales
Peter Lillestolen, Vice President, Targeted Affordable Housing
Kalie Angle, Director, Production & Sales -
EventNovember 17 – November 192025 NMHC OPTECH Las Vegas, Nevada
Freddie Mac Attendees:Michael Lang, Senior Director, Strategic Transformation
Sloane Duhe, Director, Strategic Transformation
Kelly Eisenhart, Director, Strategic Transformation
Colton Miller, Director, Strategic Transformation
Ethan Quinn, Senior Director, Technology & Operational Risk
Jigna Gulati, Senior Director, Technology & Operational Risk
Whitney Begg, Director, Technology & Operational Risk -
EventNovember 17 – November 19AHF Live Chicago, Illinois
Freddie Mac Attendees:Peter Lillestolen, Vice President, TAH Production & Sales
Curtis Melvin, Senior Director, TAH Production & Sales
Chris Weber, Director, TAH Production & Sales
Gavin Richardson, Senior Manager, TAH Production & Sales
Kentez Montgomery, Senior Producer, TAH Production & Sales
Justin Dailey, Senior Producer, TAH Production & Sales
Walid Bouaichi, Producer, TAH Production & Sales
Will Linkenhoker, Senior Associate, TAH Production & Sales
Marissa Stuart, Senior Associate, TAH Production & Sales
Liam Moore, Senior Associate, TAH Production & Sales
Michael Mcdonald, Senior Associate, TAH Production & Sales
Catherine Evans, Vice President, Underwriting & Credit
Lawrence Washington, Senior Underwriting Director (SBL, TAH, LIHTC)
Rick Farmer, Director, Underwriting & Credit
Karen Clark, Manager, Underwriting & Credit
Michael Roberts, Director, TAH Underwriting & Credit
David Bain, Director, TAH Underwriting & Credit
Deryck Toney, Manager, TAH Underwriting & Credit
Arlene House, Manager, TAH Underwriting & Credit
Nikki Harvey, Underwriting Director, LIHTC Investments
Ryan Sherriff, Production Manager, LIHTC Investments
Rich Meng, Senior Director, Multifamily Loan Pricing
Matthew Russell, Manager, Multifamily Loan Pricing
Mike Morosi, Senior Director, Policy, Surveillance & Strategy
Jen Davila, Managing Associate General Counsel, Multifamily Real Estate Legal -
EventDecember 2Bisnow Multifamily Annual Conference East North Bethesda, Maryland
Freddie Mac Attendees:Doug Dallmeyer, Director, Conventional Production & Sales
Julianne Moran, Senior, Conventional Production & Sales
Sean Leavenworth, Associate, Conventional Production & Sales -
EventDecember 4 – December 5Novogradac 2025 Housing Tax Credit Finance Conference Las Vegas, Nevada
Freddie Mac Attendees:Colin Whelan, Senior Analyst, TAH Production & Sales
Quinn Hoffman, Analyst, TAH Production & Sales
Molly Tuthill, Real Estate Analyst, TAH Production & Sales
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
Organizational Chart Overview
Get an overview of the organizational chart process and insight into the factors that impact the org structure.
Production and Pricing Overview
Learn more about specific products and the pricing process, including the quote sheet, servicing fee schedule and rate-lock.
Multifamily Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
TAH Prescreen Submission
You'll learn best practices around the TAH prescreen submission process necessary to receive a quote on a new loan opportunity.
TAH Product Basics
In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.
TAH Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
Know Your Customer
Know Your Customer (KYC) is an important concept. Learn what it is and how to best complete an organizational chart with this module.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
Loan Submission Template
Learn about specific items within the Loan Submission Template (LST) as they apply to Freddie Mac Seniors Housing. Topics include some items found in the Rent Roll tab and the Occupancy by Acuity tab.
Seniors Housing Medicaid Analysis
Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
Continuing Care Retirement Communities with Entrance Fee
Learn about Continuing Care Retirement Communities and common factors for consideration when sizing and underwriting loans for these properties.
Quote Request Submissions
Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
Q-Deal Servicer Curriculum
This curriculum gives Q-Deal servicers a detailed overview of how to service Freddie Mac Q-Deals. It covers hot topics and best practices on borrower consents, surveillance, legal, insurance, special servicing, loan servicing and compliance.