2021 Fall Virtual Bootcamp – Registrant Materials

2021 FALL VIRTUAL BOOT CAMP 

Thank you for enrolling in Strength Matters' 2021 Fall Virtual Boot Camp course. In this 11-week course we'll cover the accounting and financial reporting issues faced by a nonprofit housing enterprise throughout the lifecycle of an affordable housing deal.

The course is held weekly on Wednesday for 90-120 minutes starting at 1PM ET/10AM PT.
Links to each week's Zoom login, slides and handouts are below. A link to the module recording will also be posted once available. 

Questions about CPEs? Email Lindsay at  [email protected].
General questions? Email Chelsea at [email protected]

Course Materials: 
+ Course description and CPE summary
+ Course participant list with contact info 
Instructor bios 

+ List of handouts for all modules 
+ Handouts Modules 9-11
+ Handouts (ZIP file with handouts for Module 1-8)
+ GL markup for what to record on parent books 
Handout #11 Excel Workbook [updated 10/13/21]

 

 


Sept. 15 | Module 1: Identify the Deal, Grants & Contributions, Predevelopment Best Practices
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides | Module Recording


Sept. 22 | Module 2: Entity Formation and Deal Structure 
1PM-2:30PM ET | 10AM-11:30AM PT (1.5 hrs/1.5 CPEs)

Meeting Link | Presentation Slides | Module Recording


Sept. 29 | Module 3: Deal Structure, Deal Cycle & Participants, Qualified Allocation Plans, LIHTC calculations and the State Determination Letters
1PM-2:30PM ET | 10AM-11:30AM PT (1.5 hrs/1.5 CPEs)

Meeting Link | Presentation Slides | Module Recording


Oct. 6 | Module 4: Financial Projections, Investor Letters of Intent 
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides | Module Recording


Oct. 13 | Module 5: New Construction, Rehab & Funders Requisition
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

[10/13/21] Updated Excel handout #11

Meeting Link | Presentation Slides | Module Recording


Oct. 20 | Module 6: Cost Certifications & 8609’s 
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides | Module Recording


Nov. 3 | Module 7: Transition to Operations, Key Operating Documents
1PM-2:30PM ET | 10AM-11:30AM PT (1.5 hrs/1.5 CPEs)


Nov. 10 | Module 8: Operations Issues 
1PM-2:30PM ET | 10AM-11:30AM PT (1.5 hrs/1.5 CPEs)

Meeting Link | Presentation Slides | Module Recording


Nov. 17 | Module 9: Financial Statement Presentation & Intro to Surplus Cash 
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides |  Module Recording


Dec. 1 | Module 10: Surplus Cash Case Studies
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides | Module Recording


Dec. 8 | Module 11: Consolidation and Year 15 Issues 
1PM-3PM ET | 10AM-Noon PT (2 hrs/2.0 CPEs)

Meeting Link | Presentation Slides |  Module Recording

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