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Technical compliance training for nonprofit housing teams.

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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.

    • 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

  • 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

    • 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

Ready to strengthen your team’s compliance knowledge and build long‑term capacity?

Schedule a Consultation

Ready to protect your properties and reduce your real estate tax exposure?