Trainings

Have you ever wanted to become a Compliance Auditor/Officer? Well this class is for you! In this class you will learn how to be a Compliance Auditor/Officer, get a better understanding of regulatory documents, learn to allocate units, build a master list during a lease up, build a good compliance checklist, processing a change in income/rent limits or utility allowance, timelines/deadlines, and so much more. We will cover responsibilities and job duties of a compliance officer and the basics of compliance auditing such as preparing for an audit, conducting your audit,  writing the findings letter, and follow up/corrective actions. This class is recommended for anyone who has experience in affordable property management and wants to be trained as a Compliance Officer. This is a 4 day class. Space is limited and registration is on a 1st come 1st serve basis. Nightly homework requirement. This class comes with a lot of samples, checklist, and more!

  (4 Day) - Fee $1,300

 In this class you will learn what the basics of the Low-Income Housing Tax Credit (LIHTC) program is, how to qualify applicants, verification of income and assets, basic program rules and regulations, processing an application, renewal requirements, and much more! This class is recommended for anyone new to affordable property management. 

 (8 Hours) - Fee $450 

 This training was created to cover what every Regional Manager or District Manager needs to know about compliance and how to better manage a property. In this training we take a deeper dive into understanding the different programs, certification forms, lease up tips and tricks, violations, audit frequency and preparation, preparing for a Management and Occupancy Review (MOR), understanding your Affirmative Fair Housing Marketing Plan (AFHMP), reports and reporting, and much more! In this training you will get a better understating of property and file compliance to assist in routine property inspections/review.  

  (8 Hours) - Fee $450

  Are you struggling with understanding the income and assets portion of affordable housing? Do you need more practice and a better understanding of how the math calculations are done? Do you know what correct source documents to use? Well in this training we cover all of this and more! This is a highly intensive and information packed training with lots of hands-on practice samples. Lots of math!!! We take a deeper dive into understanding the different sources of income and assets, how to properly verify them, and how to do the appropriate calculations correctly. This is a highly sought-after training! Space is limited and registration is on a 1st come 1st serve basis.  

  (8 Hours) - Fee $450

 This class was designed for housing professionals to have a better knowledge of auditing in housing. In this class  we will take a deeper dive into auditing income, assets, etc. as well as fraud in an applicant/resident file or on site. We will  cover the basics of auditing such as preparing for an audit, timelines, conducting your audit, writing the findings letter, and  follow up/corrective actions. This training comes with sample audit response templates, a property auditing spreadsheet,  and more! Space is limited and registration is on a 1st come 1st serve basis. 

  (8 Hours) - Fee $450

  Good manners are good business. This course will equip you with the business skills to become a polished professional, enhance productivity, and build personal development. Business etiquette is just as important as an educational degree, but it’s not taught in schools or in workplaces. Why not educate your team to elevate your organization’s performance, report, and professionalism. Learning objectives include: The Art of Introductions, Correspondence Etiquette, Business Meeting Etiquette (Remote and In Person), Phone Etiquette, Appearance, and more!  

Course agenda is located under the Registration Forms link.

(4 Hours) - Fee $250

 In this class you will learn what the Enterprise Income Verification (EIV) program is, how to run reports, understanding the EIV reports, what to do if there is a finding, proper security of EIV documents, and much more! This class is recommended for anyone who works on a HUD property and has access to EIV. 

 (3 Hours) - Fee $175 

 Are you ready for an MOR? In this class we will discuss ways to ensure your site is prepared for an MOR, some of the top MOR findings, understanding the MOR Forms (HUD 9834 and Addendums), MOR timelines and deadlines, the MOR process, and things your site can be doing now to be ready for your MOR.

(1.5 Hours) - Fee $150

  This training course provides comprehensive resources to enhance your understanding of the implementation of Sections 102, 103, and 104 of the Housing Opportunities Through Modernization Act (HOTMA). It focuses on the necessary adjustments to income reviews for Section 8 and public housing residents, as well as the newly imposed restrictions on tenancy and program participation for families previously eligible based on income residing in public housing. Through this course, you will gain valuable insights into these important changes and how they impact the housing sector. 

This course comes with sample forms to help you be successful.

 (4 Hours) – Fee $300

 In this training you will get a better understanding the AFHMP, rules and requirements associated with the AFHMP, proper AFHMP placement, when and how to update, and much more! This training is recommended for anyone who works in leasing or property management. 

(1.5 Hours) - Fee $100

 In this class we will be taking a closer look at successful and unsuccessful leadership models in the affordable and  public housing industry. We include case studies, real-life examples and open-ended discussion on leadership and how it  can impact your organization.  

(2 Hours) - Fee $175

You asked, we made it happen! The highly requested "Independent Housing Consultant Training" is now open to the public!

Are you a ready to be your own boss? Become a Housing Consultant today and experience freedom like never before! We have put together a two-hour training to help prepare and guide you along this journey. Hurry and register today before this training sells out!

This training will cover:

• Insurance - What types to get, what amounts, recommendations on agencies, and more!
• Legal - Consultant v. Employee, NDAs, Copyright, Benefits of an LLC, Benefits of an S Corp, Contracts, and more!
• Financial Planning - What you need to know about business accounts, preparing for retirement as a consultant, recommendations, and more!
• Accounting - Bookkeeping tips and tricks, software, accounting firm recommendations, and more!
• Marketing - Where to market, best methods, things not to do, social media, recommendations, and more!
• Working Remotely -Tips and tricks, security measures, and ways to ensure you are successful.
• Email and Website.
• Conferences, Memberships & Organizations
• Taxes, IRS, and Deductions.
• Compensation.
• and Much More!!!

(3 Hours) - Fee $300