Accounting Series

Lack of specific guidance and limited information from Regulatory Agencies are the greatest challenges CPAs and Financial Managers face when working with subsidized housing. Take advantage of the Accounting Series, which is comprised of two, one-day courses, HUD-Assisted Properties: Update & Tools and From the Ground Up: The ABCs of Low-Income Housing Tax Credit Deals, that are specifically designed to give participants the knowledge and the tools to conduct fully compliant audits of HUD-Assisted properties and be well versed in Low-Income Housing Tax Credit (LIHTC) Properties. The sessions can be taken together or individually depending on your needs.

The Accounting Series is sponsored by PKF O’Connor Davies LLP and Quadel Consulting & Training LLC. These companies are leaders in their respective fields with more than 30 years of experience in training auditors and other stakeholders. Together, they offer participants a combination of proven training abilities, expertise in technical requirements and practical experience in conducting HUD-Assisted and LIHTC audits unmatched by any other organization conducting similar training.

Participants completing each course receive up to a total of 16 CPE credits: 8 in Auditing (Governmental) for HUD-Assisted Properties: Update & Tools and 8 in Specialized Knowledge for From the Ground Up: The ABCs of Low-Income Housing Tax Credit Deals.

Meet the Trainers:
Stewart A. Grubman ||| Gigi Eggers ||| Paul Collins

Brochure: Accounting Series (pdf)

Day 1: HUD Assisted Properties: Update and Tools

This one-day training session includes recent updates and revisions as well as a detailed interpretation of HUD’s Consolidated Audit Guide, and brings together training expertise and experience in subsidized multifamily housing both in conducting program audits and identifying and resolving compliance problems.

Participants completing the course receive 8 CPE credits in Auditing (Governmental).

Program Level: Update
No Prior Experience Required

Click for Entire Course Description

Day 2: From the Ground Up: The ABCs of Low-Income Housing Tax Credit Deals

This training session includes an overall understanding of the Low Income Housing Tax Credit Program, including the flow of funds and motivation of stakeholders. Participants will understand the importance of accurate projections and how to avoid common pitfalls of structuring a deal. The format of this session brings together the training expertise and experience of the leaders and encourages discussion and sharing of knowledge and experiences of the participants.

Participants completing the course receive 8 CPE credits in Specialized Knowledge.

Program Level: All Levels
No Prior Experience Required

Click for Entire Course Description

Registration:

Early Bird Pricing: Payment must be received no later than October 14th for a participant to qualify for the advanced registration fee.

 

Cancellation Policy: 

  • Registration fees are refundable less a $75 per person administrative charge if notification is received no later than 5:00 p.m. 30 days prior to the start of the workshop. Refunds will not be granted to any registrant who cancels after that time. All refunds must be requested in writing.
  • No refunds or registration transfers to a future session will be permitted within 30 days prior to the start of the workshop. However, you may send a substitute attendee to the same course/session for which you registered but can no longer attend.  Please inform us in writing of any substitutions three business days prior to the start of the workshop. No substitutions will be accepted less than three business days prior to the start of the workshop.
  • Advance registration and full payment are required in order to be admitted to the workshop. We may not be able to hold your spot in the class if full payment is not received 14 days prior to the start of the workshop.
  • A $100 late fee will be assessed if full payment is not received 7 days prior to the start of the workshop.