2023 FALL VIRTUAL BOOT CAMP
Thank you for enrolling in Strength Matters' 2023 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, except Oct. 25 and Nov. 22. Links to each week's 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
+ All course handouts (ZIP file)
+ Modules 1-5 slides (ZIP file)
+ Modules 6-11 slides (ZIP file)
+ NEW: Handout 11
+ NEW: FASB guidance on when short term obligations may be excluded from current liabilities (Added 11/15/23)
+ Updated Handout 10: Equity Proposal Comparison Chart (.XLSX) (Added 12/1/23)
+ Updated Handout 11: Funding Requisition for Restoration Housing (.XLSX) (Added 12/1/23)
Sept. 13 | Module 1: Identify the Deal, Grants & Contributions, Predevelopment Best Practices
1PM-3PM ET | 10AM-Noon PT
Module Recording
Sept. 20 | Module 2: Entity Formation and Deal Structure
1PM-2:30PM ET | 10AM-11:30AM PT
Sept. 27 | 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
Oct. 4 | Module 4: Financial Projections, Investor Letters of Intent
1PM-3PM ET | 10AM-Noon PT
Oct. 11 | Module 5: New Construction, Rehab & Funders Requisition
1PM-3PM ET | 10AM-Noon PT
Oct. 18 | Module 6: Cost Certifications & 8609’s
1PM-3PM ET | 10AM-Noon PT
Nov. 1 | Module 7: Transition to Operations, Key Operating Documents
1PM-2:30PM ET | 10AM-11:30AM PT
Nov. 8 | Module 8: Operations Issues
1PM-2:30PM ET | 10AM-11:30AM PT
Nov. 15 | Module 9: Financial Statement Presentation & Intro to Surplus Cash
1PM-2:30PM ET | 10AM-11:30AM PT
Nov. 29 | Module 10: Surplus Cash Case Studies
1PM-3PM ET | 10AM-Noon PT
Dec. 6 | Module 11: Consolidation and Year 15 Issues
1PM-3PM ET | 10AM-Noon PT
