SOUTHERN CALIFORNIA TRAINING SESSIONS
| Development Basics |
Management/ Organizational Development |
Other |
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| April | Housing Development 101 Los Angeles Chinatown Branch Library April 14, 9-12, $40 |
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| May | |||
| June | Housing Finance 101 Los Angeles LA Times Building/Little Tokyo Service Center June 15-16, 9-1, Training sponsored by the Los Angeles HUD CPD office. No registration fee. |
Board Development/ Strategic Planning Orange County Braden Court June 8, 9-1, $40 |
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| July | Tax Credits 101 For Participating Jurisdictions Los Angeles Radisson Wishire Plaza July 20, 9-1 No registration fee.* Housing Finance 101 Los Angeles Chamber of Commerce/Little Tokyo Service Center July 27-28, 9-1 No registration fee.* Intermediate Low Income Housing Tax Credits Los Angeles Good Samaritan Hospital July 28, 8:30am - 5pm Fee: $40 |
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| August | |||
| September | Tax Credits 101 Los Angeles LA Times Building-Downtown September 15, 9-1 No registration fee.* |
Microsoft Project Los Angeles Little Tokyo Service Center September 21-22, 9-5, $80 |
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| October | Year 15 - Looking at the Backend from
the Front End Los Angeles Good Samaritan Hospital October 5, 8:30am - 5 pm Fee: $40 |
Housing Developer Pro Los Angeles Little Tokyo Service Center October 12-13, 9-5, $80 |
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| November | Structuring Effective Joint Ventures
for Non-profit Agencies Los Angeles Good Samaritan Hospital November 17, 9-1 Fee: $30 |
Enterprise Foundation National Conference Washington, D.C. |
| Housing Development
101 This one-day training is designed for newer staff members who need a firm grounding in the affordable housing development process. We will cover the project life-cycle from conception to completion. We will talk about the criteria used to determine project feasibility, selecting development team members, project approval, getting financing, and managing risk. 
Housing Finance 101 This two-part training program is designed specifically for employees who have responsibility for the development of low-income housing. The first class will cover project financial feasibility analysis, operating and development budgets, the calculation of rental income and debt service coverage, and how project pro formas are developed and work. The second class will provide participants with proforma spreadsheet templates and provide hand-on experience in their use in a computer lab. Participants in the computer lab should be familiar with Excel. Tax Credits 101 The Low Income Housing Tax Credit is a very important tool for cities and counties in the creation of affordable housing. This one-day introductory institute combines lecture, case studies, and group exercises to introduce the essential nuts and bolts of the tax credit program. Participants learn the program basics, including Federal and State program requirements, how to calculate the credit, underwriting guidelines, and how to successfully obtain a credit allocation in California’s competitive environment.
Intermediate Low Income Housing Tax Credits Participants will explore intermediate topics in structuring issues involving tax credits. After a review of tax credit requirements and tax credit partnerships, participants will learn about the various factors in bidding and selecting an investor. They will explore the negotiable terms and conditions of the Letter of Intent (including an exercise), and have an overview of key components of the limited partnership agreement, right of first refusal, and purchase option. This full day workshop is targeted to Directors of Housing, Project Managers, and Public Agency Lending Staff. This workshop is at an Intermediate level and assumes a basic knowledge of Low Income Housing Tax Credits.
Microsoft Project A two-day training on Microsoft Project software. This training is for anyone in your office that needs to learn about this valuable tool. We will also give you information about getting discounted software. Housing Developer Pro (Version 2) This Enterprise Foundation software is designed to assist with the housing development. Built upon The Enterprise Foundation's wealth of experience in housing development, Housing Developer Pro Version 2 (HDP2) is designed specifically to meet the needs of housing rehabilitation specialists producing low- and moderate-income housing. HDP2 uses the information you enter about your project to produce the documents you need when you need them. HDP2 traces program histories and project milestones and it creates written specifications and cost estimates, tracks change order and construction draws, and maintains contacts. This two-day training is targeted to housing rehabilitation or development specialists.
Board Structure/Development Feeling like you need a new board? Is your current board not functioning all full capacity? Are you just starting up a new board? Come learn about basic board structure, how to recruit new board members, how to retain good one, set term limits, run effective meetings and create functional committees. We will also cover how to conduct the best strategic planning process possible. This training is designed for executive directors, board members or staff who work with boards. Year15 - Looking at the Backend from the Front End Housing Directors and project managers will learn the basic structuring concepts in tax credit projects to minimize the financial impact to buy out the limited partner (investor). The purpose of this workshop is to increase the participants' knowledge of the back end issues that need to be addressed from the front end. The first part of the training will give the participants a basic understanding of the most important tax concepts by looking at a typical tax credit investment proforma. The goal will be for participants to understand the calculation of tax credits and tax losses and their implications on the project's back end. The second part of the training will look at sample projects that have or will soon reach the back-end with detrimental results, and explore creative strategies to address these problems. This full day workshop is targeted to Directors of Housing, Project Managers, and Public Agency Lending Staff. This workshop is at an Intermediate-Advanced level and assumes a basic knowledge of Low Income Housing Tax Credits.
Structuring Effective Joint Ventures for Non-Profit Agencies Joint ventures can be structured in various business models, all with potential benefits and risks. After an introduction or review of the real estate development process, participants will explore the potential types of partners, the negotiable tasks and responsibilities, and the potential financial gains and liabilities in joint ventures. This half-day workshop is an introductory level targeting Executive Directors, Housing Directors and Senior Project Managers.
 ENTERPRISE
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