News & Events

5/13/20 Webinar: Insurance Considerations – Executive Risks

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Sign up for this free, one-hour webinar with IMA Financial Group representatives who work with the nonprofit affordable housing industry’s captive insurance arm, HPIEx.
 
Topics will include director and officer insurance including for funds, third-party discrimination, employment practices liability (EPL), crime and other executive risk and corporate risks, rather than property issues.
 
 
 

Also available and a great primer is this introduction and overview on insurance coverage and dive into the various types of insurance in the presentation. 

 

5/14/20 Webinar – PPP & Other Stimulus Funds: Status and Recommendations

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Janice O’Reilly and Matthew Troiano from AAFCPAs’ COVID-19 response team will provide:
  • An update on the status of PPP and other stimulus financing
  • Recommendations on dealing with compliance, record keeping, accounting and related matters
 
Michael Monte, COO and CFO, Champlain Housing Trust, will join them to
add his perspective on how CHT has dealt with PPP to date and plans going forward along with other strategies relative to cash flow.
 
The webinar recording and slides will be available for viewing after the event.
 
Join us for a free webinar on Thursday, May 14, at 4 PM ET/1 PM PT 

Register Now

Ebook Resource: Strategies for Using Data and Emerging Technology

Sage Intacct recently surveyed 500 senior financial decision makers across the United States to learn their strategies for using data and emerging technology, such as predictive analytics and digital transformation, to build a more nimble business.

Click to download the ebook, to learn more about:

  • Continuous data reporting and continuous updates on the status of the business
  • The ability to scale up, or down, based on business conditions
  • Smart and autonomous systems fueled by machine learning
  • The evolving role of the CFO: Driving investment during prosperity, protecting the business during adversity

Related: Check out our Budgeting and Forecasting Tools webinar lead by three nonprofit affordable housing users. 

4/14/20 Webinar – IT Response to COVID-19 Issues

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COVID 19 is impacting all walks of life currently. IT leaders Brad Blake of POAH, Gunnar Tande of Mercy Housing and Marland Taylor of Eden Housing will discuss issues arising from the COVID-19 crisis and actions their organizations are taking. Time for questions will be available. 

 
Topics will include:
  • Transition to work from home
  • Changing/new cybersecurity issues
  • Use of Zoom, Microsoft Team and other collaboration tools
  • Increasing resident/property technology needs
  • Emerging supply chain concerns
 
 
Join us for a free webinar on Tuesday, April 14, at 1 PM ET/10 AM PT 

Register Now

Download the Presentation Slides 

 

4/1/20 Webinar – Scenario Planning in Uncertain Times

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COVID 19 is impacting all walks of life currently. Dana Moore of Compass Advisors will lead a hands on webinar focused on cash forecasting across business lines and other tactical financial moves we should be considering as we deal with the ramifications of the COVID-19 Crisis.
 
Join us for a free webinar on Wednesday, April 1, at 1 PM ET/10 AM PT 

Register Now

Download the Presentation Slides 

 

4/29/20 Webinar – Budgeting and Forecasting Tools

Financial leaders from four nonprofit affordable housing developers will share key information about their current budgeting and forecasting tools – Adaptive Insights, Prophix/RealPage, Budget Maestro and Sage Intacct Budgeting and Planning –, including:
  • Why it was selected it
  • How it is being used
  • What it does or doesn’t do well
 

Save the Date – 2020 Financial Management & Annual Meeting

Mark your calendars for the Strength Matters Annual Meeting and Financial Management Conference to be held October 26-29, 2020 in New Orleans.  

This gathering of nonprofit and mission-oriented for-profit real estate companies, as well as key investment partners, is a excellent venue to learn about industry changes, network with financial peers and plan for the future. 

Hotel bookings at The Westin New Orleans is now available. 

New Guide! Insurance Coverage Considerations

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Strength Matters is pleased present, in partnership with Tracy Pride of IMA Financial Group, a CFO’s guide to the types of insurance coverages available – and things to consider when looking at how to protect your organization with the right coverage.

Start with the introduction and overview on insurance coverage and dive into the various types of insurance in the presentation. 

>> The Community Forum is a great place to ask other financial staff in affordable housing about their insurance coverage and risk management.