TRAINING PROGRAMS
Technical compliance training for nonprofit housing teams.
Compliance Training Designed for Nonprofit Housing Providers
Effective compliance requires consistent, accurate, and well‑trained teams across property management, asset management, development, and resident services.
But most organizations don’t have in‑house expertise or the time to train teams on the complexities of real estate compliance, income calculations, welfare exemptions, and regulatory requirements.
We provide specialized training programs designed specifically for nonprofit housing organizations.
Our training sessions ensure teams understand regulatory requirements, avoid common errors, and maintain strong operational compliance across their portfolios.
We offer customized training for staff at all levels — new hires, experienced team members, and cross‑department partners who need clarity, consistency, and confidence in compliance processes.
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Designed for nonprofit affordable housing operations
Clear, practical guidance tailored to real‑world scenarios
Up‑to‑date instruction on state, county, and federal requirements
Strong focus on accuracy, prevention, and documentation standards
Sessions tailored to PM, AM, Resident Services, and Development teams
Training that builds long‑term organizational capacity
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Compliance Foundations
Overview of affordable housing regulatory programs
Roles and responsibilities across departments
Key compliance terminology and concepts
Income & Asset Calculation (including HOTMA requirements)
Income eligibility
Asset types and valuation
Imputed income and complex household analysis
Real property ownership and Schedule E considerations
Certification File Requirements
Required forms and documentation
Common file errors and how to avoid them
Quality control and file audits
Preparing for inspections and reviews
Welfare Exemption Training
Understanding exemption requirements
Documentation needed for BOE‑267 filings
County‑specific considerations
Avoiding delays and filing issues
Lease‑Up & PIS Compliance
Preparing for lease‑up
File readiness and documentation
Compliance steps during new development onboarding
Custom Training Sessions
Tailored curriculum based on organizational needs
Department‑specific workshops
Onboarding support for new compliance staff
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Training built on real, hands‑on compliance experience
Clear, approachable instruction for every skill level
Focus on accuracy and process consistency
Improved staff confidence and fewer reporting errors
Strengthened portfolio performance and reduced compliance risk
