2023 Summer Virtual Bootcamp – Course Materials

2023 SUMMER VIRTUAL BOOT CAMP 

Thank you for enrolling in Strength Matters' 2023 Summer 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 May 24, July 5 and July 12. 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) 


May 17 | Module 1: Identify the Deal, Grants & Contributions, Predevelopment Best Practices
1PM-3PM ET | 10AM-Noon PT

Module Recording 


May 31 | Module 2: Entity Formation and Deal Structure 
1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


June 7 | 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

Module Recording


June 14 | Module 4: Financial Projections, Investor Letters of Intent 
1PM-3PM ET | 10AM-Noon PT 

Module Recording


June 21 | Module 5: New Construction, Rehab & Funders Requisition
1PM-3PM ET | 10AM-Noon PT 

Module Recording


June 28 | Module 6: Cost Certifications & 8609’s 
12PM-2PM ET | 9AM-11AM PT 

Module Recording


July 19 | Module 7: Transition to Operations, Key Operating Documents
1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


 July 26 | Module 8: Operations Issues 
1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


Aug. 2 | Module 9: Financial Statement Presentation & Intro to Surplus Cash 
1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


Aug. 9 | Module 10: Surplus Cash Case Studies
1PM-3PM ET | 10AM-Noon PT

Module Recording


Aug. 16 | Module 11: Consolidation and Year 15 Issues 
1PM-3PM ET | 10AM-Noon PT 

Module Recording

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