Our Courses

Approaches to Successful Procurement 

This webinar combines the key elements of procurement best practices with the nuances of 2CFR Part 200. In just 90 minutes, we will cover the 10 things that make a successful procurement and leave participants with a to-do list of their own design.

Fundamentals of Financial Management 

This two-day course covers the basics of Financial Management with a focus on implementing 2 CFR Part 200 and the specific challenges HUD CPD grantees face, including grant-based accounting, program income and utilizing IDIS as a grants management tool. 


See the agenda and more here.

Rental Housing

Focused on the five P’s of compliance, this one-day course helps ensure projects serve the right "People" at the right "Price", while maintaining the quality of the "Property" throughout the affordability "Period" – and through it all, getting the "Process" right. New staff and seasoned veterans alike will benefit from learning about new and ever-evolving expectations of the U.S. Department of Housing and Urban Development. In addition to topics such as income verification, dealing with over-income tenants, and lease requirements, the course will cover the latest information on HUD’s new Violence Against Women Act (VAWA) rule explaining roles and responsibilities for both Participating Jurisdictions and property owners.

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Underwriting HOMEbuyer Development

In this two-day course, participants learn how to underwrite the development of homebuyer (i.e., for-sale) housing with HOME funds. Learn how three key figures drive all homebuyer development transactions and how funds invested toward development costs “transform” into development subsidy, direct homebuyer assistance, and program income at the end of a project. Discuss evolving program requirements, including approaches to assessing the market for homebuyer development projects and how that changes when using buyer-based approaches. While focused on HOME, this class is also appropriate to NSP and CDBG program staff who want to structure better projects.

Build Your Monitoring

This two-day workshop is a small-group, hands-on opportunity to develop the monitoring plan you wish you had! Addressing monitoring requirements for CDBG and HOME, this workshop walks you through the process of creating a plan that meets requirements while remaining manageable for staff to implement. At the end of the workshop, participants will have a draft monitoring plan to share with their teams back home and to guide them moving forward. To maximize the time, participants will be asked to bring to the workshop their current plans and some basic information to be used as a starting point.

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This three-day course provides an overview of the HOME Investment Partnerships Program, including key requirements for each eligible activity type – homebuyer, homeowner rehabilitation, rental, and tenant-based rental assistance. To help participants make sense of it all, the course provides a framework for rules on a program wide, project, and assisted-unit basis and ensures that they understand the roles and responsibilities applicable to the HOME Participating Jurisdiction (PJ), its subrecipients, property owners/developers, CHDOs, and low-income beneficiaries.


See the agenda and more here.

Rental Housing Underwriting

GRP, GRO, EGI, NOI, DCR, AMI, NPV, IRR, and ROI... It’s enough to make a grownup cry. This two-day course helps break through the “math phobia” and identify a common framework for underwriting HOME rental projects – preparing PJs (and developers) to ask better questions, make sound decisions, and satisfy their regulatory requirements. Through hands on exercises, participants will have the opportunity to review, manipulate, and improve project assumptions – beginning to apply their own local knowledge to a proforma “based on a true story.” Participants will leave the training with a proforma they can customize for their own projects and learn to recognize how all proformas seek to answer five core questions. 

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Written Agreements: Keystones to Success

Written agreements are the keystones of your HOME and CBDG programs – it is the document that locks the pieces of your programs together and upon which your programs can succeed or falter.  This two-day course will cover the basics of written agreements and teach participants how well-structured written agreements are not just a HUD requirement, but your strongest contract management and monitoring tool.  Learn about required provisions and best practices, how to use written agreements as roadmaps with your partners during activity delivery, how to structure agreements to ensure effectiveness in enforcing obligations, and what to do about past agreements that may fall short.

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This three-day course provides an overview of the Community Development Block Grant Program, including key requirements for each eligible activity type. To help participants make sense of it all, the course provides a framework for rules on National Objective basis and ensures that they understand the roles and responsibilities applicable to the CDBG entitlement grantee, its subrecipients, partners, and low-income beneficiaries.  


See the agenda and more here.


This two-day course provides hands-on training for those new to IDIS as well as the occasional user. In addition to providing finance and program staff with the necessary exposure and practice with system features related to their expected IDIS duties and responsibilities, this training also serves as an introduction to the basic terms, regulations, and reporting requirements of the CDBG, HOME, ESG, and HOPWA programs. Rather than focusing on presenting training material, this program relies on the intuitive design of IDIS Online during instructor-led exercises. To provide a more practical learning experience, the course uses actual local program data. Supplemental resources are provided to support the training content and participants will be directed to other valuable training-related materials on HUD’s website.

See the agenda and more here.

Structuring HOMEbuyer Assistance

Whether providing down payment assistance to low-income buyers or funding the development of affordable for-sale homes, the HOME rule requires PJs to underwrite each assisted buyer, size assistance to the individual needs of the household, and develop responsible lending and subordination policies. This two-day course not only teaches PJs and their partners how to assess the purchasing power of a buyer but walks PJs through the required elements their local policy should address. Participants also learn the basics of recapture and resale. Through hands-on exercises, participants will apply the course materials to their own local program and leave with a proforma, sample set of homebuyer program policies, and an sample written agreement applying standard recapture provisions.

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