Instructions

Step 1: Select your training from the options below.

Step 2: You can select networking or afternoon workshops upfront, or after you have completed your registration/payment.

Step 3: The Submit button will activate once you have finalized your selections.

Step 4: Your registration will advance for payment processing, or if a Network Member to an additional information gathering page.

Step 5: Please note that once registered, adding additional courses is restricted. The system will only allow exchanges for courses that are on the same day/times.

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Monday, August 15, 2022 Tuesday, August 16, 2022 Wednesday, August 17, 2022 Thursday, August 18, 2022 Friday, August 19, 2022
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To view the course catalog and course descriptions by content area please view this course grid.

Courses ending in HYB-ip and HYB-st are Hybrid courses. Please see the course description for additional requirements.

Meetings

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Symposium

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345.00 196

TBD

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5-day Mon.-Fri. In-Person courses

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1,725.00 14

5-day Mon.-Fri.: HO345rq: Foreclosure Intervention and Default Counseling Certification, Part I (Prerequisite Required)


PASSING AN ONLINE PRE-TEST IS A PRE-REQUISITE FOR THIS COURSE This advanced-level course is designed for counselors with one or more years of experience providing one-on-one foreclosure intervention and default counseling. The rigorous, in-depth course covers critical elements of the default and foreclosure process as well as loss mitigation options for prime and subprime loans. Participants will engage in exercises and utilize case studies that will sharpen their negotiating skills with servicers and improve their counseling methods with clients. There are two training requirements for certification. This course is Part I. We recommend that participants complete HO109 Foreclosure Basics or HO109el Foreclosure Basics (self-guided online course) first.


REQUIREMENT: You must pass the prerequisite test with a score of 80% or better before enrolling in this course. Click here to take the HO345rq Pre-Test.

1,725.00 15

This course is designed for professionals in the homeownership counseling field who are working at the management level. Through hands-on application you will learn procedures and methodology that will better equip you to manage the day-to-day operations of a housing counseling program. In this course homeownership program managers and executive directors will learn how to:


  • Diversify funding sources
  • Recruit, manage and retain counseling staff
  • Perform contract reviews and programmatic assessments
  • Efficiently manage case files utilizing a variety of time management techniques


A strong focus on quality assurance and proficiency in operating in performance standards, HUD, National Industry Standards, fair housing, ethics, compliance, pipeline review and reporting is included.

1,725.00 10

Launch your knowledge of the FHA-insured Home Equity Conversion Mortgage (HECM) product! This information-packed introductory course provides the foundation for counseling senior adults on HECM loan costs, benefits and alternatives. The course offers a detailed overview of the nuts and bolts of this popular reverse mortgage product, hands-on access to product-comparison software, a review of valuable web-based resources and plenty of time to practice your new skills. Designed for housing counselors and other housing, finance or nonprofit professionals new to the reverse mortgage field, this course describes the HECM loan program roles and responsibilities, introduces loan calculations and distinguishes HECM loan features. Qualifying for the HUD HECM Counselor Roster and preparing for the HUD HECM Counselor exam will also be covered. Students new to the world of reverse mortgages are strongly encouraged to take the eLearning course HECM Counseling Basics Overview (HO104el) as a prerequisite to this course. Additional independent study after completing the course will be required to successfully complete the HUD HECM Counselor Exam.

1,725.00 15

This faculty-led online pre-purchase homeownership education course is designed to teach participants how to design and deliver impactful homebuyer education in a variety of settings. You’ll become familiar with core homebuyer education content and how to tailor your educational approach to your target audience. Learn to use the best materials and methods to train homebuyers on how to assess readiness, shop for a home, get a mortgage loan, improve their budget and credit profiles, and maintain their home and finances after purchase. Participants will engage in hands-on activities that will help them improve their facilitation skills and deliver interactive training sessions based upon effective adult education methodology. Participants should be familiar with mortgage industry terminology and processes prior to taking this class. Lending Basics (HO103) should be taken as a prerequisite should you need to build your knowledge is this area. This course certifies you in homebuyer education delivery, and a post-course exam is required for all participants.

1,725.00 14

This faculty-led online pre-purchase homeownership education course is designed to teach participants how to design and deliver impactful homebuyer education in a variety of settings. You’ll become familiar with core homebuyer education content and how to tailor your educational approach to your target audience. Learn to use the best materials and methods to train homebuyers on how to assess readiness, shop for a home, get a mortgage loan, improve their budget and credit profiles, and maintain their home and finances after purchase. Participants will engage in hands-on activities that will help them improve their facilitation skills and deliver interactive training sessions based upon effective adult education methodology. Participants should be familiar with mortgage industry terminology and processes prior to taking this class. Lending Basics (HO103) should be taken as a prerequisite should you need to build your knowledge is this area. This course certifies you in homebuyer education delivery, and a post-course exam is required for all participants.

1,725.00 15

This five-day course covers the recommended standards in design and methodology for post-purchase education programs. The course focuses on topics that help both new and existing homeowners manage their most important asset. These topics include:


  •                 Home maintenance and repair
  •                 Financial management and budgeting skills
  •                 Insurance
  •                 Methods for getting homeowners more involved in their community
  •                 Early intervention programs to prevent delinquencies and default
  •                 The pros and cons of refinancing 


Learn how to develop sustainable, effective programs and recruit homeowners in your area to your classes. Participants should be fully familiar with financial education concepts prior to taking this course. An exam is given following the course for those interested in obtaining a Certificate of Professional Recognition in post-purchase education training.

1,725.00 14

This course is for pre-purchase homeownership counselors with a minimum of one year of one-on-one counseling delivery experience. Through hands-on applications, this intermediate-level course teaches counselors the skills, procedures and subject matter expertise needed to create successful new homeowners. Participants will learn how to provide one-on-one counseling sessions to address savings, credit and debt barriers to homeownership, and use the latest industry tools, techniques and resources. Additionally, you’ll practice mortgage readiness assessment, prequalification, standardized income calculations, credit report review, action plan development, and other key counseling activities. This course includes requirements for file management, code of conduct, and operations guidelines for both HUD and the National Industry Standards for Homeownership Education and Counseling. Full certification in pre-purchase homeownership counseling is achieved by completing both this course and the Foreclosure Basics course (Foreclosure Basics (HO109) or HO109el—the self-guided online version) and passing the exams.

1,725.00 15

This course is for pre-purchase homeownership counselors with a minimum of one year of one-on-one counseling delivery experience. Through hands-on applications, this intermediate-level course teaches counselors the skills, procedures and subject matter expertise needed to create successful new homeowners. Participants will learn how to provide one-on-one counseling sessions to address savings, credit and debt barriers to homeownership, and use the latest industry tools, techniques and resources. Additionally, you’ll practice mortgage readiness assessment, prequalification, standardized income calculations, credit report review, action plan development, and other key counseling activities. This course includes requirements for file management, code of conduct, and operations guidelines for both HUD and the National Industry Standards for Homeownership Education and Counseling. Full certification in pre-purchase homeownership counseling is achieved by completing both this course and the Foreclosure Basics course (Foreclosure Basics (HO109) or HO109el—the self-guided online version) and passing the exams.

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2-day Mon.-Tue. In-Person courses

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690.00 15

This course leads participants through the basics steps of developing an affordable housing project from site selection and project feasibility, through development team selection, to budget design and funding. Participants will also learn to assess the pros and cons of real estate development and how they can affect an organization's goals. The course will provide a secure grounding for new project managers as well as providing executive directors and board members a base of knowledge that will allow them to adequately follow the development process. This class satisfies the housing development course requirement for the Certified Housing Asset Manager designation. Find out more about CHAM’s Asset Management Professional Certificate Programs at www.chamonline.org/training.

690.00 14

The HOME program is the major source of housing development funding for many nonprofit community-based organizations. Get a clear understanding of how the program works, how it can be used to attract nonfederal sources of project support, and what the restrictions are related to use by sub-recipients. The course covers the HOME program in detail, clearing up many of the misunderstandings about how the program can be used. Recommended for community housing development organizations and other community-based organizations involved in affordable housing development.

690.00 23

Learn how to discuss your deal with private-sector lenders and present a loan package that will interest lenders and result in a positive review of your loan request. Find out what your loan package should and should not include. Discover how to best present your ideas to private-sector lenders to get them to finance your deal. Recommended for community housing development organizations (CHDOs), community-based organizations, community development corporations and others involved in financing real estate or business development deals.

690.00 15

Every project starts with a budget. Where do those numbers come from, and how will they change during the course of a project? This interactive, computer-based class will walk participants through the process of designing realistic development and operating budgets from scratch, and enable them to understand how these budgets interact with each other. You’ll learn about resources on the internet, and use formulas to review alternative options. This course is for nonprofit development staff as well as executive directors and board members. A working knowledge of Excel is necessary. Please be prepared to bring a laptop computer to this class. If you cannot, one may be available for your use.

 

690.00 15

A community organizer must be able to help groups develop effective strategies and plans for achieving their goals. Likewise, as you plan your own work, you must have an effective and workable strategy before you can move forward. As groups move forward, goals and strategies shift and change, and stakeholders must learn how to adapt. In this courses, you’ll learn how to develop short- and long-term goals, and learn to analyze all of the factors that effect your strategic plan (such as environment, resources and potential obstacles). You’ll gain an understanding of how to use visioning to enhance your strategy development, and practice developing effective plans and strategies in a group setting.



690.00 15

Come join us in this safe, interactive space where everyone’s voices and visions can be shared and heard. In this time of social division and tension, our course takes participants on a journey of discovery and connection. This highly engaging and interactive series of conversations builds upon and adds to participants’ personal and family journeys as well as their collective insights about the role of racial, ethnic, and other differences in US history and society. The session allows participants to explore diversity within a social, political, economic and historic lens. We will explore topics including the root concepts or beliefs that give birth to privilege, unequal power and prejudice, and the role Story, Land, Labor, and Race play in the creation and maintenance of Privilege, Power, Prejudice and Capitalism.


Unlike many sessions about race and diversity that are “shame, blame and guilt ceremonies,” this session allows new conversations in a safe, respectful, and even sacred space. Participants experience the power of storytelling in the creation and maintenance of race myths as well as its power to connect people and combat structural inequities. We will explore the ways that generations of Americans have experienced and responded to racism, as well as the ways that they can contribute to a more just society.


We are not offering answers, but will have a deep, insightful, safe and, at times, fun conversation that will help you understand social justice, and maybe even plot your social justice action plan.

690.00 15

We have recently witnessed far too many instances in which police have come in direct conflict with the communities they “serve and protect.” Race has been a prominent element of these conflicts but many point to other triggers: despair and hopelessness in poor communities, citizens not knowing their rights or not trusting the police; inappropriate police training and the pressures of the job; or outright abuse and lack of empathy. In this course we’ll explore the issues that affect police-community relations and identify strategies to prevent and reverse these dynamics through partnerships based on mutual accountability.


Join us to explore the evolution of policing in American history and learn about its current practice. Understand how good intentions on either side can lead to disaster, and discover tools to prevent and resolve conflict. Develop strategies to educate community members about their rights and to prepare the police to work alongside the community. Learn to address head-on the most challenging issues, like race and class in police-community relations, in ways that result in strong, collaborative relationships that do not skirt accountability.

690.00 15

Self-reliant communities have the internal strength to manage negative pressures and trends, and the organized capacity to advance democratically-defined empowerment, growth, and development objectives. These strengths and capacities are created through the community’s ability to focus on its assets—the gifts of individual citizens, the capacities of neighborhood associations and community-based organizations, and the often hidden strengths of local institutions as the foundation of community building. The course utilizes case studies and practical exercises to provide participants with knowledge and skills to apply asset-based community development approaches and techniques to community organizing, neighborhood revitalization, and the design and implementation of community services. We’ll emphasize strategies for on-going identification and development of community assets, and to make the asset-based approach an integral part of your organization’s culture.


690.00 25

Have you been hearing about green building, sustainability or high-performance construction, but can't figure out exactly what that means? Maybe your new funder has issued a mandate that all projects using their support be green-certified. Perhaps you want to learn ways to convince your organization to offer sustainable construction services, or you are trying to identify the best program for your organizational green certification needs. Or maybe you believe green is a bad word and should not be used in the realm of construction, but you relate to high-performance, best-practice construction and want to learn more about those strategies and techniques. If you responded “yes” to any of these statements or you simply have an interest in learning more about sustainable construction practices, then this is the course for you! The session provides participants with a solid background in the field of high-performance, best-practice and sustainable construction tactics.


Together, we will define sustainable construction and review programs and tools available for implementing high-performance construction practices on your projects. Using a threaded case study with real-world examples, participants will learn common terminology and procedures used by green building programs, and what to look for when working on a sustainable construction project. Participants will actively engage in evaluating traditional construction methodologies against sustainability measurements to effectively problem-solve and identify workable solutions.


You won’t want to miss this fun-filled, highly interactive class. Join us so you can create the change you want to see in our construction industry while providing a sustainable, healthy and affordable home!

690.00 15

Join us for a look at the theoretical base and practical applications of community economic development and learn to define it. You’ll gain an understanding of the goals, guiding principles, and measures of success; examine costs versus benefits of projects; and understand the multiplier effect, capital leakage, and the difference between basic and non-basic industries. Find out what is involved in making distinctions among strategies aimed at affecting the supply versus demand for labor, and how to make informed choices about the use of tools such as business incubators, loan funds, targeted real estate projects, and job training programs.

690.00 15

How tales and themes from the zombie apocalypse (Romero’s Night of the Living Dead series, the Walking Dead, and other pop culture phenomena and media) can teach us about community economic development. Using pop culture we'll assess the following: In what way do threats and uncertainty impact our community growth? What are the stressors on a community and how do we identify them? How do communities define themselves? Why do leaders emerge? What role does trust in leadership play in a growing community? What is the role of organizations in a functioning community, and how can organizational presence affect community growth?

690.00 15

In this two-day course, participants will build the skills needed for delivering effective financial capability programs. The purpose of financial capability programs is to build customers’ capacity, based on knowledge, skills, and access, to manage financial resources prudently and effectively, so that they reach their financial goals and build financial health. Applicable across a range of financial capability programs, this course focuses on how to deliver programs and services that work. It includes current practices and tools to support customers’ journeys in the program from pre- to post-service delivery. Participants will learn how to better understand their customers. In turn, participants will increase their abilities to engage customers in the program, deliver tailored services that meet customers’ needs, and keep customers motivated to change behaviors and reach goals over the course of the program. 

690.00 9

NO DESCRIPTION IN TEAM - A description of this class is not currently available https://www.neighborworks.org/Training-Services/Training-Professional-Development/Course-Details?course=HO216

690.00 10

Looking for ways to serve the older members of your community? This course will provide an overview of financial, social service, health, and housing programs commonly accessed by older adults. Participants will be able to use this knowledge to provide more in-depth assessments of their older counseling clients and to help clients understand their financial options for aging in place. Programs we’ll cover include:


•                Social Security

•                Supplemental Security Income (SSI)

•                Social Security Disability Income

•                Medicare, including Medicare prescription drug program (Part D) and Medigap or supplemental insurance

•                Medicaid

•                VA benefits for veterans and their spouses

•                Senior housing and long-term care options from apartments to nursing homes

•                Home care and hospice services

690.00 10

Coming from many sources, trauma is a widespread and common experience that can have long-lasting effects on people’s thoughts and behaviors. Those effects can deter people from engaging and staying in financial coaching services. For people and communities faced with poverty, racism, and other chronic stressors, trauma may be more prevalent due to systemic and personal harms. Creating a trauma-informed environment in your financial coaching program increases inclusion – helping organizations to realize more equitable financial outcomes for people who have been impacted by toxic systems and who face multiple barriers to financial well-being. A trauma-informed environment acknowledges how pervasive trauma is and consistently responds in ways that build safety and trust for clients throughout the program. This course will provide financial coaches with the knowledge, skills, and tools to be trauma-informed when working with clients in an immediate financial crisis or experiencing longer-term financial insecurity. Financial coaches will practice the principles and practices of being healing-centered and how that approach aligns with the proven strategy of financial coaching in facilitating financial stability and well-being.

690.00 15

This course is designed to give all lending practitioners a strong foundation in the underwriting of micro and small businesses, whether they have little or no experience or would like a refresher. Participants will learn and employ the analysis techniques of finance professionals—the five Cs of credit. Participants will analyze financial statements and other types of financial information using a variety of commonly used financial ratios, and will discuss both the benefits and limitations of these methods. You’ll also learn how to structure loans to mitigate different types of risks. This course will be highly interactive, allowing participants to relate their own lending experiences to the case studies and other examples that will be used in class. Emphasis will be placed on working in groups so participants can be exposed to the analysis techniques and lending philosophy of others in the private nonprofit sector.

690.00 15

This intermediate-level course is designed for residential Mortgage Loan Originators (MLOs) working for nonprofits and other community-based mortgage lenders. The course primarily focuses on the outreach, intake and application steps in the mortgage origination process, including best practices and compliance considerations. Course content is geared toward the typical duties and responsibilities of MLOs or others within a lending organization serving in a similar role of prospecting for residential lending customers and/or working with them during outreach, intake/assessment and formal loan application. Activities focus on the unique considerations that confront community-based MLOs. Participants will also be provided with detailed guidance and strategies on how to develop and manage a successful personal production plan.

690.00 15

This course provides a framework for understanding and thinking strategically about employment relations and the management and development of staff. Specific topics include recruitment, interviewing and hiring, labor laws, performance evaluation, compensation and benefits, promotion, job design, staff development and training, retention and turnover, and leadership succession planning. Designed for both Human Resources professionals as well as executives, directors, managers, and others who work to understanding the most important assets to any organization: the people.

690.00 15

Group facilitation is both an art and a science. While most of us learn to facilitate from experience, there are proven methods and methods that can improve our skills and maximize our impact. This highly interactive, intermediate level course will assess personal facilitation strengths and weaknesses and examine how our facilitation roles impact the approach we select. Participants will practice techniques for moving groups toward decision-making and strategies for managing difficult individual behaviors and group dynamics. Ideal participants will have facilitation experience but are seeking to develop a facilitation “roadmap” to improve specific skills.

690.00 15

Is your organization planning to partner with a Native community or organization? Do you have a Native community in your service area that you would like to serve? Would partnering with a Native organization fit and support the mission of your organization? In this two-day course, we will examine the ingredients necessary to create successful partnerships in Native communities. We will begin by looking at culture, the differences between Western and Native cultures, and the impact of these differences on partnerships. We will take an in-depth look at the history of Native America, sovereignty and federal trust relationships, and Native economies. On the second day of training, we will learn a step-by-step process to develop an actual partnership. This process will include learning about the potential partner community, developing internal capacity, and conducting effective outreach. By the end of the training, you will take home draft partnership plans that are tailored to your specific situation.

690.00 15

Leadership succession is an ongoing and adaptive process, and this course offers methods for integrating succession planning into organization-wide systems and culture. The highly interactive course covers major elements, success factors and effective practices involved in preparing for succession in key staff and board leadership positions. Participants will have an opportunity to assess the readiness of their own organizations, explore development of internal leadership and talent, and identify action steps for enhancing the conditions for successful leadership transitions. Ideal attendees include not-for-profit organization executives and staff managers, as well as board members.

690.00 15

According to the Federal Emergency Management Agency (FEMA), a community-centric approach for emergency management offers a more effective path to building societal security and resilience. This approach should focus on strengthening and leveraging what works well in communities on a daily basis. This course will teach participants fundamental strategies and skills to create strong, localized social networks that can increase the community’s response and recovery resiliency when hit by a natural or “human-made” disaster. Participants will learn how to connect community organizations with existing emergency response and management structures. 


NOTE: This course is part of our Disaster Preparation and Response 3-course series.

690.00 15

In today's world, resources — time, energy and money — are carefully allocated. Revitalization collaborations that combine effective strategy with efficient use of resources will be the most successful. Creating partnerships also helps ensure that revitalization will be sustained in the long run. Learn how to cultivate long-term relationships that help you continue to create win-win opportunities for neighborhood collaborations. Participants will analyze why some partnerships succeed and some fail, and what each sector can bring to the table that others cannot. This course explores how thinking "out of the box" can create maximum rewards for all as you implement your revitalization strategy.

690.00 15

How can partnerships with artists and culture bearers help build and preserve affordable housing in innovative, authentic, and equitable ways? Join researchers and facilitators from ArtPlace America to explore and contribute to an emerging body of research and practice regarding the role of arts and culture in building affordable housing and equitable, sustainable, and healthy communities. Artistic practice can often be seen as too abstract to include in housing projects – or only valuable for aesthetic improvement – but this course will demonstrate that cultural work can be a critical tool needed to raise awareness regarding housing challenges, bring neighbors together, and organize successful housing policy wins in a community. Through case study exploration and workshopping, participants will learn how to partner with artists and culture bearers, conceptualize creative projects, incorporate culturally relevant design elements into their projects, and gain other tangible skills related to collaborative practice. Featured case studies will illustrate how arts and cultural strategies can help to build better and more culturally responsive affordable housing, enact anti-displacement strategies in weak- and strong-market neighborhoods, develop regenerative practices for geographies lacking basic infrastructure, and more.

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3-day Mon.-Wed. In-Person courses

Select Title Price Remaining Seats Description
1,725.00 13

Advanced Housing Asset Management (AHAM) is the final course in the Certified Housing Asset Manager (CHAM) series. It is designed for participants who have completed or tested out of all the other courses in the series (see the CHAM designation curriculum for details). This class will bring together all the aspects of asset management covered through the CHAM curriculum, and will take place over a period of approximately 30 days in a combination of traditional classroom and online learning settings. At its conclusion, students will be prepared to submit their CHAM project for review, the final stage in securing the CHAM designation. Part I of this course will be three consecutive days held in a classroom. Students will explore techniques for analyzing and managing portfolios of properties through exercises involving both case studies and analysis of their own organizations’ portfolios. Please bring a laptop and prepare materials in advance; more information will be sent a few weeks prior to the start of Part I. In Part II of this course, students will prepare an asset management plan for one of their properties, analyzed and presented in the context of their property portfolio. This part of the course will use remote learning strategies where participants will schedule one-on-one coaching from the instructors on their property asset management plan, and present a summary of their plan via video-conferencing to a group of fellow participants for peer feedback and insights. Part II will conclude within 30 days of the commencement of Part I. Find out more about CHAM’s Asset Management Professional Certificate Programs at www.chamonline.org/training.

1,035.00 15

Nuts and Bolts of Asset Management is an interactive and engaging workshop designed for housing practitioners and board members. The course includes an overview of key property asset management concepts, theories and responsibilities, including the “double bottom line” concept of affordable housing ownership—the theory of steering properties toward both business and mission-based goals and outcomes.


Additional topics include key asset management functions and responsibilities through the life stages of a property—planning, construction, lease up, operations and disposition—with a focus on the critical interrelationship between these stages; basic number-crunching of key property performance indicators designed to increase understanding of these indicators, and their relationship to financial and operational health and long-term viability. This includes revenue, occupancy, expense and financial ratios, as well as trend projection analysis.


The course includes training on the review and analysis of property financial reports and property/partnership audits, as well as best practices for tracking, measuring and assessing progress toward key operational and financial performance.


This class is a great orientation to the subject and is perfect for new employees, board members, people with new asset management duties, property managers, board members, and executives who supervise asset management. Find out more about CHAM’s Asset Management Professional Certificate Programs at www.chamonline.org/training.

1,035.00 15

How would you feel if your next resident education program demanded a waitlist? How would you respond if your co-facilitator was a current resident? How would you show up if you knew resident participants would be recognized as meaningful changemakers?


This course invites you to innovate and reconsider your resident education programming. It also includes access to the Building Leaders, Building Communities Experience (BLBC) curriculum—NeighborWorks America’s premier resident leadership group education program. BLBC will help you redefine resident education in your community -- or begin defining it, if you’re new to resident education. We will dive into everything you need to consider, innovate, challenge, re-define, create, and launch an incredible and relevant resident education program. We’ll explore relevant (and effective) recruitment strategies, REDI (race, equity, diversity, and inclusion), practice activities, budgeting tools, organizational messaging, evaluation tools, and customizable templates.


Both the BLBC Experience curriculum and the CB277 training course are fully redesigned for 2022. If you attended the course before, we invite you to join us for the full curriculum revamp.

1,035.00 15

This course is designed to introduce homeownership counselors to the basic procedures involved in first mortgage lending. You’ll get a comprehensive overview of loan origination, processing, underwriting, closing and servicing. Conventional and FHA loan products are described along with brief discussions on credit scoring, appraisals, subprime and predatory lending. You’ll also learn how to prequalify potential borrowers, including calculating loan amounts and monthly mortgage payments.

1,035.00 15

Participants learn the principles and applications of housing counseling from the industry's and the counselor's points of view to help them acquire the basic skills needed to be effective in their work. You’ll gain best practices for effective counseling, essential elements of pre- and post-purchase counseling for homeowners, and how to address delinquency and default counseling. You’ll be introduced to common client issues and effective intervention strategies. Participants will take home practical tools to help renters, prospective homebuyers and existing homeowners develop and manage basic household budgets, enhance their savings practices and loan payment, improve credit scores, and recognize and avoid predatory lenders.

1,035.00 15

Get ready! Set yourself up for success in meeting HUD’s counselor certification requirements by elevating your knowledge in the six essential competency areas included in the HUD Housing Counseling exam, including financial management, housing affordability, homeownership, avoiding foreclosure, tenancy and fair housing. We’ll tackle the HUD study guide step-by-step and provide tools and relevant activities to help you master and memorize content before taking the exam. We suggest pairing this course with Practice, Study, Success: Test Strategies for HUD's Counselor Certification Exam (HO210), which is designed to help you with practical study and test-taking skills.

1,035.00 15

This high-energy crash course provides homeownership counselors with the knowledge and skills they need to analyze credit profiles and determine the impact of specific credit behaviors on the credit scoring models used today. Through interactive exercises and case studies based on actual sample files, you will learn how to provide your clients with step-by-step guidance to develop efficient and effective action plans that are targeted to overcoming challenges in past behaviors, and work toward positive credit profiles. This course is a must for the new or experienced counselor who is looking for tools to make credit counseling sessions more structured, efficient and productive.

1,035.00 13

Updated – Expanded to a three day course.


This hands-on computer course is for beginning CounselorMax users who are responsible for daily client management, tracking and reporting within a housing counseling agency. Participants create and manage client files, learn basic data entry requirements and work on automated case management activities throughout the session, with learning checks producing sample HUD 9902 reports. Functions to ease tracking needs and to use CounselorMax workflows for organizing data are also demonstrated. Through this course you will learn how to use CounselorMax in a way that supports your housing counseling plan.

1,035.00 15

Rental eviction has significant impacts on a person’s finances and life. Just over one-third of U.S. households are renters, who are more likely to be young people, people of color, or people with lower incomes. As such, those groups are disproportionately affected when waves of rental evictions occur due to local and national economic events. How can organizations prepare for a rise in rental evictions, and what skills do housing counselors need to help clients avoid rental evictions and reduce the resulting negative impacts?


This course will provide counselors with the knowledge, skills, and tools to be effective in working with renters in crisis, navigating the local rental eviction process, and collaborating with landlords, courts, and other social service providers when relevant. By the end of this course, you will have the wherewithal to better support clients in preventing rental evictions and reducing harm when rental evictions cannot be prevented.

1,035.00 10

Are you managing a HUD-approved agency and want to be sure you’re ready for your next HUD audit? Do you feel like you have it all under control but would like tips and tools to help you streamline compliance? Then this course is for you.


This course gives you resources and checklists for managing housing counseling and education staff, tracking counseling time in the Personnel Activity Report, and performing file audits and reporting outcomes that accurately reflect the impact of the work your organization does. We’ll review HUD programs, discuss ways your organization can affirmatively further fair housing, take a detailed look at the HUD 9902 report and get you ready for your next HUD audit.


If you are responsible for managing a housing counseling program, or you want to learn more about what it takes to be a HUD-approved agency this is the course for you. Come learn all you need to help you standardize and streamline the housing counseling process.

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1-day Wed. In-Person courses

Select Title Price Remaining Seats Description
345.00 13

We’re confronted daily with headlines broadcasting disasters and organizational catastrophes. Only 30% of all organizations have crisis management plans in place, and the liability is growing. Does your organization have one?  This training will equip participants with all the tools to handle any crisis, from natural disasters to the even more prevalent non-natural threats like bomb scares, CEO departures, bad press and inappropriate staff issues. This training will provide human services professionals with an easy-to-use template for developing the agency’s own crisis management plan. Participants will receive everything from media training and content materials needed in a crisis to role-playing with real scenarios. You will leave this session with a clear understanding of what to do and how to do it, and be in a much stronger position should the unexpected and unwanted happen!

345.00 14

This course is designed to train homeownership counselors and others who are addressing the issue of homelessness in their communities. The focus of the course will be on financial literacy education and housing in an effort to equip the homeless population and those at risk with the skills they need to improve their circumstances in order and achieve stability and homeownership. Interactive exercises and case studies are used to engage course participants and provide insight into causes and cures for victims of homelessness. This course is currently offered in a Hybrid format. Although attending this course in-person, all course materials will be provided in a digital format, well in advance of the course. You will need to use a computer or tablet and Internet during the course.


NOTE: This is a hybrid course (offered both in-person and via streaming online). Enrolling in the in-person version means:


  • You will attend the course in-person in Kansas City.
  • You will be enrolled in our virtual classroom platform (easy instructions to come after your registration is processed).
  • All course materials will be provided in a digital format, well in advance of the course.
  • To fully participate, you’ll need to bring a smartphone, tablet, or laptop that can connect to wi-fi. 
345.00 9

As the nonprofit sector has matured and adapted in the last decade, there has been a growing interest in boards of directors moving from traditional, technical oversight to a more strategic – and even generative – model of governance. The technical board most often identifies the nonprofit‘s current opportunities and challenges in terms of today’s data and circumstances. The strategic board sets direction and designs solutions, and the generative board seeks opportunities to re-imagine future possibilities and impact. This highly interactive workshop – using case studies and small- and large-group exercises – explores the shift from governance as compliance and monitoring to governance as strategic thinking and creative engagement. Participants will work throughout the day on a governance action plan with feedback/coaching from both instructors and peers. The course is designed for nonprofit board leaders and members as well as nonprofit CEOs and executives who work closely and collaboratively with their board.


NOTE: This is a hybrid course (offered both in-person and via streaming online). Enrolling in the in-person version means:


  • You will attend the course in-person in Kansas City.
  • You will be enrolled in our virtual classroom platform (easy instructions to come after your registration is processed).
  • All course materials will be provided in a digital format, well in advance of the course.
  • To fully participate, you’ll need to bring a smartphone, tablet, or laptop that can connect to wi-fi. 
345.00 10

This course will introduce you to a variety of information sources and analytic techniques that you can use to better measure and evaluate community arts engagement projects. Gaining a variety of practical knowledge and skills, working through case studies and shared experiences, you’ll go home able to use analytics to tell the story of the impact of creative community development and community arts engagement projects to your funders, local government and other key stakeholders.


NOTE: This is a hybrid course (offered both in-person and via streaming online). Enrolling in the in-person version means:


  • You will attend the course in-person in Kansas City.
  • You will be enrolled in our virtual classroom platform (easy instructions to come after your registration is processed).
  • All course materials will be provided in a digital format, well in advance of the course.
  • To fully participate, you’ll need to bring a smartphone, tablet, or laptop that can connect to wi-fi. 
345.00 15

The Community Development Block Grant is still the basic ingredient of many federal programs. Get a clear understanding of CDBG — what you can do with it and what you can't, and how it affects nonprofits in their activity delivery costs, loans and grants, and as recipients of HOME and HOPE funds.

345.00 15

This entry-level course introduces the key components of real estate financing. You’ll learn basic terms and principles of financing real estate. Examine the concept of loan amortization and the American mortgage lending system for rental and home ownership. Learn to use spreadsheets to make basic financial calculations of loan payments, interest rates, present and future values of investments/loans and the APR. Appropriate for people new to real estate financing and those wanting to learn how to use spreadsheets. This course is the recommended prerequisite to Rental Housing Development Finance (AH221) and other development finance courses. A basic knowledge of Excel is necessary for this class. Please be prepared to bring a laptop computer to this class. If you cannot there may be some available for your use.

345.00 15

This one-day course goes beyond the day-to-day compliance needs of property management and covers the variety of responsibilities the general partner has for maintaining compliance through the life of the property. These responsibilities include fulfilling program obligations to the IRS and the State Tax Credit Allocation agency, managing resident selection, income certification and rent limits and understanding the partnership agreement and the financial and reporting needs of the limited partner. Starting with an overview of how the Low-Income Housing Tax Credit (LIHTC) program works, this class provides participants an opportunity to delve into what happens after the credits are awarded. This class satisfies the LIHTC course requirement for the Certified Housing Asset Manager designation. Find out more about CHAM’s Asset Management Professional Certificate Programs www.chamonline.org/training

345.00 15

Development projects require different types of funding from numerous sources. Participants will learn about these resources and how to combine private loans, public capital funds and ongoing subsidies for strong, sustainable projects. Case studies citing successful examples of residential and mixed-use real estate development will be analyzed so participants will understand the financing obstacles that were overcome and the nuts and bolts of how these deals were structured.

345.00 14

Communities have changed in many ways over the years, and often we find ourselves challenged to work in these changing environments. Have you ever been faced with the challenge of overcoming stereotypes, misconceptions and lack of communication that hamper your connection to other groups? In this session we will practice exercises and methods to help you become an agent for change in working with diverse groups in your community.

345.00 15

Young people CAN lead! Yes, they can be a treasured resource for our ongoing community development efforts working alongside adults. But they have their own concerns, aspirations, and priorities—often apart from, and sometimes even in contradiction to, what adults consider important. This course focuses on teenagers but is not about “building the leaders of the future.” Instead, it is about enabling new leaders today.


To achieve their leadership potential young people need to experience success on their own. In this course we’ll learn how to step aside to create the space youth need to define their issues, plan and take action to build community. We’ll also explore how we can provide support and guidance without smothering their collective initiative or hampering their development as individual leaders.

345.00 30

Basic blueprint reading is designed to assist students in reading and understanding residential prints. This is a practical, hands-on beginner-level course suitable for new program staff, project/field staff and management staff who want to increase their knowledge of print reading and construction drawings. A combination of the course manual, working prints, hands-on activities and discussions of print-reading techniques will provide a great introduction to blueprint essentials for those entering the field or needing a rudimentary knowledge of prints.


345.00 15

This course is designed to help you more effectively collect, analyze and use information in order to understand your community, analyze the local economy, and develop economic development plans and projects. You will be introduced to several primary data collection methods, become familiar with a wide range of secondary data sources, learn to use a variety of analytical techniques, and improve your ability to use information to assess the local economy and evaluate potential projects. Bring a calculator. Second required course to obtain a professional certificate in Community Economic Development.

345.00 15

Heard the buzz about manufactured housing? Want to add to your client’s options in a tight or unaffordable market? Next Step, a national advocate for “Manufactured Housing Done Right,” has the latest information about the concept and how it works. This new one-day course is designed to give housing counselors the tools needed to confidently identify clients who are strong candidates for a manufactured or factory-built home. You’ll learn:


• Basic information about manufactured housing and its role as a solution for buyers in today’s markets


• The latest research: What we know about consumer attitudes, cost, durability, energy efficiency, and appreciation


• Latest financing options: helping your client get the best loan


• Introduction to the Next Step Resource Library, with open-source materials available just-in-time to support housing counselors who want to explore manufactured housing as an option for their clients


Students taking the course will increase their knowledge and confidence about manufactured housing in urban, suburban, and rural markets. You will be able to teach clients to distinguish low-quality manufactured housing from solid investments, and understand new mortgage options available from conventional lenders.

345.00 15

This course is designed for housing counselors and coaches who work with prospective homeowners who have faced obstacles and barriers primarily based on their race. The focus of the course will be to develop an understanding of the historical and structural challenges that have previously and continue to exist for people of color and give insights into the emotional impacts of discriminatory practices on individuals who have experienced these challenges. Participants will learn innovative and successful techniques to provide support and actionable strategies to assist their clients achieve homeownership.


Lecture, interactive exercises and group discussions are used to engage course participants to provide context and tools to their clients.

345.00 15

Division directors, C-suite "chiefs" and those who report directly to the chief executive play vital roles in ensuring the success and ongoing impact of an organization. In order to be effective, they must master the science and art of 360-degree management – up to the CEO or ED, laterally through influencing their senior leadership peers, down to those who report to them, and often externally to key stakeholders, board committees and funders. This advanced level course will examine each of these leadership and managerial “directions” in more detail. It will draw upon case studies, real-life participant experiences and future aspirations to illustrate key tools and principles of management and leadership, and how they apply to this pivotal function.

345.00 15

As you expand the tools you use to communicate online and off, and as your staff's roles change, how do you ensure you're all speaking with one voice? Based on Sarah Durham's book Brandraising: How Nonprofits Raise Visibility and Money Through Smart Communications (Jossey-Bass/Wiley, 2010), this intermediate-level course will challenge you to think about what’s unique about your organization. You’ll learn ways to create a compelling brand that expresses the positioning and personality of your organization, attracts the right people, and helps you use your brand to take your organization to the next level. In addition to case studies and participatory exercises, we’ll work in small teams to review and critique your organization's communications, evaluate whether your current brand is doing all it can for you, and share ideas for how you should prioritize any changes you might make. Bring those logos and taglines, promotional materials and brochures, website pages and social media campaigns, and anything else you’d like the group to share and discuss.   


This course is ideal for:


  • Communications or development directors or managers
  • Executive directors and board members
  • Organizations with some communications knowledge, who are looking to take their brand to the next level
  • Organizations hoping to stand out in their community more than they currently do
345.00 15

Being responsive in the wake of a natural or man-made disaster means being prepared for a variety of inevitabilities. This course will lead participants through a set of strategies and tools for the development of an effective business continuity plan (BCP) for their organization. Participants will understand the value of business continuity planning to its organization's own sustainability and resilience as well as how the plan can assist the community at large with recovery. NOTE: This course is part of our Disaster Preparation and Response 3-course series.

345.00 15

To make revitalization happen takes a wide range of partners working together. In addition to residents, neighborhood associations, property owners, community development organizations, nonprofit service agencies, and large and small private businesses, there is also a full array of municipal government agencies. To effectively blend their work and satisfy their interests are real challenges.

In this class we will focus on understanding the challenges from the municipal government side—communication across agencies and departments, competing and even contradictory priorities, turf wars, politics, you name it. And we’ll explore how, even from the outside, we can contribute to the formation of a collaborative environment among the multiple municipal and local government agencies and departments that have a role in revitalization. The class will discuss best practices from across the country and work through real-life scenarios.

345.00 15

Equity and inclusion makes organizations, individuals, and communities stronger. Investing in people who are Black, indigenous or people of color, both in rural communities and within their rural community development organizations, requires intentionality—including an inclusion framework and an understanding of existing barriers. The dominant narratives about rural America frequently neglect the experiences of leaders or color. When rural housing and economic challenges are discussed, the communities and leaders portrayed tend to lack diversity. While rural America is proportionately less diverse than the country as a whole, these communities are still home to many people of color.


This course will examine best practices in building rural leaders of color in housing and community development spaces. We will explore current trends that make intentional investment in rural leaders of color critical. Given the continuing national conversation on structural racial inequity, there’s an urgent need for clear advancement paths for leaders of color. Join us as we share real-life case studies, information and tools to ensure rural black, indigenous and people of color have leadership skills and opportunities to thrive in community development. 

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3-day Wed.-Fri. In-Person courses

Select Title Price Remaining Seats Description
750.00 15

This three-day advanced course will cover USDA Rural Development’s Section 502 direct loan program and provide invaluable insight as to how this homeownership financing resource can be utilized in your community. Learn how your organization can assist potential borrowers and work in partnership with RD staff in your state to deliver successful Section 502 loan packages. Through the course, designed for those experienced in using Section 502, participants will learn the regulations and practical applications of the loan program. Participants will develop a strong understanding of 502 direct underwriting and packaging standards, which will ensure that submitted loan dockets are complete and accessible for processing. Please bring a laptop to class. This advanced course is not open for those without experience in working with this program.

1,035.00 15

Advanced Financial Tools for Asset Managers is an advanced course in the CHAM track, open to participants who have passed the test for Financial Fundamentals for Asset Managers (AM291).  Advanced Financial Tools will cover a range of topics and analytic techniques that are important for asset managers of affordable multifamily housing, including financial analysis of investment return (NPV and IRR analyses), right-sizing debt for multifamily properties, and Low-Income Housing Tax Credit topics including investor return analysis, recapture, capital accounts, and Year 15 options.  Participants will need to bring a laptop, and need to be comfortable creating and working with Excel spreadsheets. 

Find out more about CHAM’s Asset Management Professional Certificate Programs at www.chamonline.org/training.

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2-day Thur. -Fri. In-Person courses

Select Title Price Remaining Seats Description
690.00 15

Are you wondering what skills are necessary for practitioners to effectively work with customers in reaching their financial goals? What behaviors and attitudes can make a person financially confident? What barriers consumers face in working toward long-term financial security? Attend this 2-day course to gain the most useful and efficient tools to make a real difference in the lives of your clients. You will learn how to facilitate engaging and candid conversations around using appropriate financial products and services, spending, saving, credit, protecting assets and maximizing income. Develop and build your skills in key content areas that will help consumers put themselves in a better position to withstand economic stresses and achieve financial prosperity. Who should attend: financial coaches, financial and housing counselors, program managers, rental housing counselors, and community development professionals.


NOTE: This is a hybrid course (offered both in-person and via streaming online). Enrolling in the in-person version means:


  • You will attend the course in-person in Kansas City.
  • You will be enrolled in our virtual classroom platform (easy instructions to come after your registration is processed).
  • All course materials will be provided in a digital format, well in advance of the course.
  • To fully participate, you’ll need to bring a smartphone, tablet, or laptop that can connect to wi-fi. 
1,380.00 10

Through a combination of in-person and virtual training activities, this highly interactive hybrid course will further develop the skills of financial coaches who work with clients to reach their financial goals and increase their financial capability. Building on the model and tools introduced in HO310 Financial Coaching: Helping Clients Reach Their Financial Goals, you will practice and enhance coaching skills that support starting and closing a coaching engagement, being attuned to clients’ beliefs and values, and facilitating decisions and actions. The training will also cover trauma-informed practices using an equity lens and a coaching approach with different financial behaviors and situations. The training begins with a two-day, in-person class to review and apply how to use a coaching approach to help clients change financial behaviors and reach financial goals. That is followed by two weeks of online learning (flexible--taken when your schedule allows) to deepen your coaching practice and knowledge and further integrate coaching skills into your work.

690.00 18

One of the most widely sought-after and highly recommended housing courses in Colorado is now offered to a wider audience! Join us for an exciting two-day course designed to enlighten participants about the art and science of affordable housing development. Through role playing, participants will learn about the process of developing high-quality housing, cost-containment techniques, contractor selection and real estate terminology. This is a paperless course. Participants will be asked to bring their own laptops.  If this is not possible, some laptops may be available to borrow.

690.00 15

Join us to learn project financial planning through hands-on training in the basic skills required to determine the feasibility of financing multifamily housing. Using case studies, we’ll walk through analyses of project costs, income and expenses and debt and equity capital to determine if a project is financially feasible. You’ll learn to perform static and dynamic real estate finance analyses. Appropriate for technical staff or managers contemplating multifamily development. Financing experience is not necessary. Participants should have a working knowledge of Excel. Real Estate Finance Nuts and Bolts (AH121) is strongly recommended as a prerequisite for this class. Please be prepared to bring a laptop computer to this class. If you cannot, one may be available for your use.

690.00 13

Shared equity in affordable housing suggests single-family homeownership. Multifamily affordable housing suggests rental housing. Shared ownership may mean cooperatives or community land trusts. But many community developers have incorporated forms of individual homeownership, resident and community control and shared equity into multifamily affordable housing projects. The benefits to this are: 


  •       Households who lack the ability to obtain a conventional mortgage have control and decision-making power over their homes
  •       Establishment of a community in which people work together to maintain and conserve affordable housing for the long term
  •       A balance of return on equity between individuals and community resources for affordable housing   
  •    Greater connection between housing residents and the larger community
  •       Bringing shared equity and land-trust models into a more urban setting


Three models of multifamily housing which combine community-controlled housing and shared equity are housing cooperatives, community land trusts and condominiums. This course explores these models and the ways in which affordable housing groups can integrate the concepts into their work.

690.00 15

Do you need a partner for the for your development project? Would your project benefit from a for-profit co-developer or a CDC teammate? To create special needs housing, do you need to marry a social service provider who can support your residents long-term? Has a public agency offered you a site, provided you work with them to develop it? If the answer is "YES" to any of these questions, this new course will help you determine what your response should be to these potential opportunities. 


In this course, you will assess the kinds of development opportunities that may benefit from forming a partnership with a for-profit developer, service provider or local government. You will get the information you need to evaluate whether another organization is likely to be a good match, review the diverse ways to structure partnerships, and learn how to be strategic in negotiating with a potential partner. You will also discover how to determine how a partnership might impact your own organization—for the better but possibly for the worse—and the potential downsides to partnering. 


Like any relationship, a development partnership can be fantastic… a disaster… or something in between. This course will give you the skills and knowledge to avoid disaster and head toward fantastic. This intermediate-level course is designed for executive directors, development project managers, senior asset managers and others who already have an overall understanding of the real estate development process.

690.00 15

Affordable Housing Finance Workshop for Asset Managers is an interactive case study using an interconnected Microsoft Excel spreadsheet to develop a financing plan for a prototype new construction affordable housing property.


By the end of the course, participants will be able to:


  • Coordinate or participate in the creation of a development financing plan, including building a pro forma and construction budget (sources/uses).
  • Research and determine maximum rents and incomes from online HUD databases
  • Estimate post development operating budgets through comparable analysis and determine the debt capacity of a project through the projected post development operating budget.
  • Solve for various intermediate/complex financial functions in Excel, including amortization tables, future value and present value analysis and payment calculations.                       
  • Solve for tax credit payout yield.


This class satisfies the housing development course requirement for the Certified Housing Asset Manager designation. Find out more about CHAM’s Asset Management Professional Certificate Programs at www.chamonline.org/training.

690.00 15

Building communities takes work on the part of all parties in an atmosphere of trust, cooperation and respect. Building partnerships in this effort is one of the most effective ways to bring about lasting change. In this course, you’ll explore community-wide collaborations that effectively bring all sectors of the public and private community together. Learn techniques that really work for sharing resources, managing information, developing human capital and facilitating community empowerment. Identify ways to reconcile conflict, create win-win collaborative relationships and develop comprehensive strategies for soliciting, building and nurturing partnership opportunities in your community.


690.00 15

What’s the best way to engage your stakeholders? Who can help you raise awareness and motivate action? How should you communicate? Contemporary media has changed dramatically in recent years, but they remain excellent vehicles to promote your message. A strategic approach combining traditional media outreach efforts with targeted new media tactics will help you navigate today’s daunting media landscape. This class focuses on matching your organization and message to your constituency-building objectives; identifying the best methods, outlets, and platforms to reach your audiences; and the strategies and skills for successful media outreach and relationship building. We’ll use practical examples, adaptive tools, collaborative solutions, and creative exercises to develop impactful, sensible outreach plans tailored for your goals and resources.

690.00 15

When neighborhood safety is compromised and crime and violence become part of your community’s daily life, it affects innocent bystanders, the youth of the community and the neighborhood as a whole. Learn practical tools for community action to prevent crime from overriding your community, such as citizen mobilization, situational prevention, and mentoring; and how to create a coalition to affect policy and create change. Learn what neighbors can do together to go beyond just fighting crime — to making a neighborhood a safe place to call home. Find out how to develop effective collaborations among residents, police departments, schools and businesses. Get tips on how to mobilize people who are anxious and fearful about getting involved and learn about innovative efforts taking place around the country that help fight crime and create a better sense of community.

690.00 15

Are you ready to design community learning events that are effective and successful? Come learn about the fundamental steps of training design and facilitation that create a path to learning and audience participation. Learn about the basic theories behind a participatory learning approach. Implement the eight-step planning model and walk away with a written plan on how to build or redesign one of your community learning events. Understand the various learning styles, and practice methods such as small groups, role plays, learning exercises, icebreakers, and other participatory techniques. Examine successful learning environments and discuss other training and facilitation best practices. Learn about ways to evaluate the success of learning events at different stages so they are successful and sustainable.

690.00 25

Developing projects with factory-built housing often means lower costs, higher quality, and faster delivery times than traditional site-built construction. With funding dollars so precious, why spend extra money on the more expensive types of construction? This two-day course provides both a comprehensive foundation of basic knowledge for the beginner as well as more in-depth subject material for those who already have experience with factory-built housing. 


Specific topics include:


  • Understanding the wide range of types of houses that are built in factories
  • How a house is actually built
  • How to install and finish the house on-site
  • Understanding the wide range of developments your organization can undertake
  • How to finance your project
  • How to prepare a pro forma for your project


…and much more. Attendees are invited to bring details (e.g., plans, market studies, funding applications, etc.) about their projects in process for individual review by the course faculty.

690.00 15

This course provides an understanding of the vast array of tools and techniques for financing CED projects and programs, including a variety of lending and equity techniques, interest subsidies, loan guarantees, tax abatements, tax credits and special assessment districts. We will review the various types of financial intermediaries and the roles that they play. The class will explore many financing sources, including CDBG, 108, OCS, CDFI, Historic Tax Credits and New Markets Tax Credits. Case study exercises will be used and participants should bring a calculator.



690.00 15

Have you ever noticed how a lot of data and information about our community is often taken in pieces, but sometimes misses the big picture? Do you look for ways to tie various community data points together to demonstrate the connection between economic, social, political and physical characteristics in your neighborhoods and communities? Data drives decisions and informs action, so it’s critical to understand how to access, compile and communicate available information. This course focuses on finding relationships between various economic and community data points with the intent of identifying indicators of opportunity, success, and sustainability in our communities. In this interactive course you will get the opportunity to explore various community indicators and data points in real time, craft a “story” about the community from the data, and use the data to make a proposal for meaningful community change.

690.00 10

This is a beginner- to intermediate-level course and is recommended for counselors and others with less than 12 months of foreclosure intervention counseling experience. Learn the protocols for counseling homeowners in financial crisis. In this course you’ll get a solid grounding on:


  • Default and delinquency, including reasons for default
  • Ways to maximize income and reduce expenses
  • Calculating delinquencies
  • Understanding the players in the mortgage marketplace
  • Loss-mitigation options for a variety of mortgage products
  • Legal information about foreclosure laws and timelines
  • Tips on effectively communicating with lenders and servicers
  • Understanding homeowner and lender rights and obligations found in loan documents


One year of general homeownership counseling experience is recommended prior to taking this course.

690.00 15

Freaked out at the thought of taking the HUD Counselor Certification Exam? We hear you, and you are not alone. Conquer your exam anxieties and prepare to rock the HUD Housing Counselor Certification Exam! Join us for this new 2-day course, designed by professionals who have passed the exam. Utilizing the HUD Study Guide, gain confidence and knowledge while learning what you need to know to pass this exam. Practice sample test questions and learn strategies with your peers as you prepare to cram for this exam. Learn time management techniques and a variety of methods to recall information for successful results. Note: this course focuses on testing strategies and practice. Our newly updated and expanded 3-day Ready, Set, Prep: Tackling the HUD Counselor Exam Step-by-Step (HO200) course is recommended as a companion course to help you master the content of the six counseling topic areas.

690.00 15

This two-day course focuses on the skillsets that foreclosure intervention counselors need to assist their clients. It is designed to address and practice four content areas:


·      Core Elements

·      Analysis and Assessment

·      Solution-Focused Counseling Skills

·      Submission and Closure of the Loss Mitigation Package


This course is an opportunity to put foreclosure intervention skills into practice in a real-world and hands-on setting. It satisfies Part II of the training requirements for the Foreclosure Intervention and Default Counseling Certification, Part I program. Recommended for counselors with at least one year of foreclosure intervention counseling experience and who have already completed HO345rq. Familiarity with foreclosure concepts, terminology, and counseling practices will be assumed.

690.00 15

Financial coaching is an emerging field that supports clients as they work towards goals and strive to maximize their financial potential. Through an ongoing, systematic and collaborative process, financial coaches facilitate changes in clients’ financial habits so that they can reach financial security. In this two-day course, participants will gain an understanding of how to incorporate coaching techniques—including facilitation and listening skills, as well as goal setting and accountability methods—into their financial capability programs by using practical experience and demonstration activities. Participants will learn how coaching differs from and complements counseling, financial education and other services aimed at building consumers’ financial security. This course applies the personal finance content taught in Building Skills for Financial Confidence (HO208) and is a great pairing with that course.

690.00 15

Harness the power of CounselorMax and clearly articulate with quantifiable data the unique story of your organization’s accomplishments! This computer lab course is for individuals who are experienced users of CounselorMax and who are well-versed in all aspects of its functionality. The course shows participants how to MAXimize the value of this client management tool by fully integrating it within an organization’s homeownership counseling services. You’ll learn how to customize data points for an individual organization’s needs and to create customized reports which may be further enhanced using externally available tools to assemble and illustrate the valuable results achieved by your organization. Prerequisite: Client Management and Tracking with CounselorMax (HO220).

690.00 15

Rental eviction intervention programs are designed to help clients avoid rental evictions and minimize harm when rental evictions cannot be prevented. A range of program models exist that build on an organization’s capacity and meet the local community’s needs. Common components, offered holistically by one organization or via partnerships with multiple entities, include outreach, counseling or coaching, financial assistance, legal services and wraparound services. In this program design course, participants will explore different program models and best practices for offering eviction intervention services that suit local needs. Participants will examine their organizations’ capacity and identify how they will conduct outreach, develop partnerships, track outcomes, and plan for sustainability.

690.00 15

The identification, training, and support of new leaders are essential to the success of any community development effort. In communities of color, however, leadership development must include an understanding of cultural factors and values, and the unique impact they have on the leadership development process. Organizational and community leaders need to be aware of the unique assets communities of color bring, while also understanding many of the historical challenges faced in the leadership development process. This deeply researched and highly interactive course explores cultural dynamics to consider when creating leadership programs. It will also provide strategies for creating dynamic leadership in organizations and communities.

690.00 14

Between never-ending to-do lists, lots of options for raising money, and new communications channels popping up every day, it can be hard to pause and look at the bigger picture. Take a break from “business as usual” and participate in this intermediate-level workshop that will help you identify and stay focused on the best ways to connect with individual donors and prospects. We’ll help you get to know your donors, decide what strategies might guide your efforts, generate ideas for specific communications activities, learn how to measure your progress, and start developing an initial workplan to help you manage it all.

690.00 15

Coaching those we manage is a key element of leadership. It can help you develop a better relationship with your team, resulting in higher productivity and greater morale. Beyond simply managing, coaching your team can help them better fulfill their potential and enhance the skills they have. Why coach? Because it works. Listening actively, offering acknowledgment and respect, ensuring confidentiality, asking questions that encourage deeper thinking, and facilitating SMART goal-setting can add up to a lot. Here are some outcomes you can anticipate:


•                Strengthened relationships with your people, and strengthened relationships between team members

•                A foundation for greater trust

•                More open communications

•                Increased initiative

•                Meaningful engagement with the work and the business

•                Greater accountability

•                Enhanced team performance

•             Enhanced recognition of underlying issues and ability to resolve them before they become serious

690.00 15

Operational efficiency and a focus on continuous process improvement are key factors in being able to grow in scale to reach greater sustainability as a social enterprise. This course will challenge participants to re-consider the status quo in how you run your organization and deliver your services. Participants will learn how to streamline both office operations and service delivery processes by identifying costly redundancies, non-value-added activities and waste, and will plan how to eliminate waste and revise existing procedures to be more consistent with the desired future state. Process improvement undertakings are most effective when executives as well as managers and staff are involved in a collaborative effort. Recommended attendees include department/program managers, program staff, and executive and senior management staff of nonprofit organizations.

690.00 15

Disasters like hurricanes, floods, earthquakes, and wildfires are happening more frequently and causing more destruction. During the critical weeks and months immediately following, is there anything communities can do to speed the process, to reduce the losses, to become more resilient? By understanding the challenges of recovery and redevelopment prior to a disaster occurring, organizations are better able to help maneuver complicated legal and political processes more quickly and effectively. Participants will learn about government processes following a disaster, how to navigate funding programs, and lessons from the field to enable their organizations to effectively assist the community. NOTE: This course is part of our Disaster Preparation and Response 3-course series.

690.00 15

Comprehensive neighborhood revitalization doesn't just happen by itself — it requires an intentional process from initial research and analysis through evaluating results. During this fun and interactive two-day introductory course, participants will learn how to design and conduct a participatory neighborhood analysis process for comprehensive revitalization planning. You will also gain experience developing goals and measurable objectives and preparing a revitalization action plan. Recognizing that neighborhoods across the country vary widely and that each professional will bring a unique set of knowledge, skills and experiences to the course, it is designed to provide some common language and applied tools that participants can use for successful neighborhood revitalization in any community.

690.00 15

Community involvement in visioning and planning a better future is undoubtedly one of the most critical elements of the revitalization process. Doing it well can be a very challenging task and failing to do it well can have a major negative impact on the process—maybe even cause its failure. An effective, successful participatory process not only results in revitalization plans that truly respond to a community's best interest, but the people engaged in it develop their leadership skills and are better equipped to continue advancing their community's interests. Participants in this two-day course will discuss key barriers to effective community participation and learn specific tools to overcome these barriers. Participants will also enjoy hands-on practice and exploration of various participatory planning techniques, including the design charrette, the World Cafe and other innovative participatory exercises.

690.00 15

With a national homeownership rate of nearly 65%, in the average neighborhood at least 1 in 3 residences are occupied by a renter. In fact, market and other forces can cause rental housing investment to be concentrated in certain neighborhoods more than others, sometimes creating significant market and social stresses. To successfully create and sustain a healthy neighborhood, revitalization strategies must pay close attention to rental housing. This course explores a variety of complementary strategies to ensure a strong rental market and well-kept rental housing stock that makes a positive contribution to neighborhood livability and aesthetic standards. Join us in exploring how to work with landlords, especially small investors, to build their capacity to successfully manage their property for a solid return on investment, to plan for and finance physical improvements, and to become management partners with their tenants. The course also examines strategies that help tenants become engaged stakeholders in the neighborhood by empowering them to partner with landlords, neighborhood organizations and public agencies, and, when necessary, to utilize enforcement mechanisms to ensure a healthy and safe housing and community environment.

690.00 15

This advanced course will offer students the tools needed to leverage community arts projects, identify stakeholders, partners, and funders. Participants will be able to outline a roadmap that will support local community arts projects.

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