Course Details

Download The Accounting Series 2025 Brochure (pdf)

Unclear guidance and limited direction from regulators create some of the toughest obstacles CPAs and development teams face when completing annual audits of subsidized housing. The Accounting Series is a rare opportunity to gain the clarity, tools, and confidence needed to conduct fully compliant audits of HUD-assisted properties while navigating the complexities of layering with Low-Income Housing Tax Credit (LIHTC) developments.

Participants will learn directly from the leaders in this space: PKF O’Connor Davies, LLP and Quadel Consulting & Training, LLC. With nearly 40 years of proven success in auditor training, technical compliance, and hands-on experience in HUD-assisted and LIHTC audits, these experts deliver practical insight and training excellence unmatched by any other organization.

The Trainers

The audit training programs are distinguished by the depth of knowledge of the faculty. Each session is taught by a CPA who has direct experience in conducting audits and by a subsidized housing professional who has broad knowledge of program rules and identification and resolution of compliance problems.

• Jennifer Galasso, CPA, Partner, PKF O’Connor Davies, LLP
• Kelly Garver, Manager of PBCA Compliance, Quadel
• Ravi Melwani, CPA, Partner, PKF O’Connor Davies, LLP
• Andrew Musci, CPA, Partner, PKF O’Connor Davies, LLP
• Lisa Williams, Director of Help U Manage Compliance, Quadel

Who Should Attend

• CPAs and senior accounting staff working on HUD-assisted property audits, who will learn how to perform fully compliant audits while earning up to 7 CPE credits in Auditing (Governmental) and 1 CPE credit in Specialized Knowledge through a group internet format.
• Financial managers, development teams, and property management accounting staff, who will discover how to prepare effectively for HUD-assisted audits and optimize company resources for greater efficiency and cost savings.
• CFOs, CPAs, nonprofit sponsors, general partners, and accounting firms, who want deeper insight into the LIHTC program and proven strategies to avoid compliance pitfalls.
• Federal, state, and local government officials responsible for audit review and approval, who will expand their expertise and sharpen their ability to evaluate audits with confidence.

Note: Other than the start times, the November and December sessions are identical.  To receive all 8 credits of CPE, you must register for Part 1: HUD Assisted Properties: Update & Tools and Part 2: HUD-Assisted and LIHTC Deals: Update & Compliance.  You do not need to register for both parts, but you must register for both parts to get all the CPE credit.

Early Bird: This pricing is only available for the bundle of Part 1 & Part 2 for each session.  Early Bird pricing ends on October 17th.

Splitting Full Registrations between monthly sessions is prohibited (For Example: Registering for the Part 1 & Part 2 bundle, but taking Part 1 in November and Part 2 in December).