2024 Fall Virtual Bootcamp – Course Materials

2024 FALL VIRTUAL BOOT CAMP 

Thank you for enrolling in Strength Matters' 2024 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, except Nov. 4 and 25. Most classes are on Wednesdays, expect for two modules held on Thursday — Sept. 19 and Oct. 31, all classes start at 1PM Eastern/10AM Pacific. 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

+ Introduction to affordable housing (PDF)
+ Modules slides (ZIP file) 
+ All course handouts (ZIP file) 


Sept. 11 | Module 1: Identify the Deal, Grants & Contributions, Predevelopment Best Practices
1PM-3PM ET | 10AM-Noon PT

Module Recording 

 


Thurs. Sept. 19 | Module 2: Entity Formation and Deal Structure 
1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


Sept. 25 | 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


Oct. 2 | Module 4: Financial Projections, Investor Letters of Intent 
1PM-3PM ET | 10AM-Noon PT 

Module Recording

 


Oct. 9 | Module 5: New Construction, Rehab & Funders Requisition
1PM-3PM ET | 10AM-Noon PT 

Module Recording


Oct. 16 | Module 6: Cost Certifications & IRS Forms 8609

1PM-3PM ET | 10AM-Noon PT

Module Recording

 


Oct. 23 | Module 7: Transition to Operations, Key Operating Documents

1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording

 


Thurs. Oct. 31 | Module 8: Operations Issues 

1PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


Nov. 13 | Module 9: Financial Statement Presentation & Intro to Surplus Cash 

11PM-2:30PM ET | 10AM-11:30AM PT 

Module Recording


Nov. 20 | Module 10: Surplus Cash Case Studies

1PM-3PM ET | 10AM-Noon PT 

Module Recording


Dec. 4 | Module 11:Consolidation and Year 15 Issues

1PM-3PM ET | 10AM-Noon PT 

Module Recording

Neighborworks Logo HPN Logo SAHF Logo