Courses

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Native Community Development Financial Institutions (CDFI’s)
Tribal Government
Drew Tulchin, Managing Partner, Upspring (formerly Social Enterprise Associates)
March 3, 2015
2:00 pm to 3:00 pm EST

Event Information: Native Community Development Financial Institutions (CDFIs) provide financial resources and training programs aimed at tribal community development.

Detailed Event Information:

Course Description:
Native Community Development Financial Institutions (CDFIs) provide financial resources and training programs aimed at tribal community development. This interactive webinar will teach participants about how to work with CDFIs, where CDFIs fit in the overall funding landscape, and how to create their own CDFI.

The objective of the webinar is to introduce participants to the basics of CDFIs, identify key Native CDFIs that are active in different regions and how participants can take advantage of resources provided by CDFIs.

Course Overview:

• Understand the basics of CDFIs;
• Identify key Native CDFIs active in different regions;
• Working for CDFIs and taking advantage of the resources they provide;
• How to create your community’s own CDFI;
• Partnering with other financial institutions.

Speaker Name: Drew Tulchin, Managing Partner, Upspring (formerly Social Enterprise Associates)

Speaker Overview:

Drew Tulchin is a seasoned presenter on topics including financial wellness, local economies, affordable housing, earned income strategies for sovereign independence, building sustainable organizations, impact measurement, and non-profit financing. His experience spans for-profit, non-profit, public and philanthropic sectors. His work has generated more than $100 million for economic wellness. Tulchin has consulted in economic development in the U.S., Native American Tribes, and 40+ countries. Tulchin has nearly a decade working in Indian Country. His experience includes raising capital, training CDFIs, working with local NGOs, addressing housing, marketing, and improving products for organizations that serve under-served populations. He currently sits on the Board of Cha Piyeh, Inc., a Native American CDFI providing financial education and services to Ohkay Owingeh Tribal members in New Mexico.

Category:
Start: March 3, 2015 2:00 pm
End: March 3, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Low Income Housing Tax Credit Program Compliance
Housing, Community Development
Robin Thorne, VitalSpirit LLC
March 4, 2014
2 pm to 3 pm EST

Event Name: Low Income Housing Tax Credit Program Compliance

Event Information: This course will provide an overview of the Low Income Housing Tax Credit (LIHTC) program as well as detailed procedures and requirements needed to ensure operational compliance. Discussion will include a comparison of LIHTC and NAHASDA compliance requirements.

Detailed Event Information:

Course Description:

This course will provide an overview of the Low Income Housing Tax Credit (LIHTC) program as well as detailed procedures and requirements needed to ensure operational compliance. Discussion will include a comparison of LIHTC and NAHASDA compliance requirements. The class will provide information relating to the fundamentals of tax credit compliance and how these compliance requirements can be integrated into existing property management policies and procedures. Staff and tenant compliance requirements and the costs and penalties associated with noncompliance will be reviewed.

Course Objectives:

• Provide a basic understanding of the compliance rules that must be followed when utilizing the LIHTC program;
• Demonstrate the similarities between NAHASDA and LIHTC compliance requirements.

Speaker Name: Robin Thorne, VitalSpirit LLC

Speaker Overview:

Robin Thorne is a founding partner of VitalSpirit LLC. She has over ten years of experience working with Tribal clients in developing and managing their affordable housing projects. Robin works directly with tribal housing authority staff to ensure compliance with LIHTC, NAHASDA, AHP and other affordable housing program requirements.

Speaker Detailed Overview:

Robin Thorne is a founding partner of VitalSpirit LLC. She has over ten years of experience working with Tribal clients in developing and managing their affordable housing projects. Robin works directly with tribal housing authority staff to ensure compliance with LIHTC, NAHASDA, AHP and other affordable housing program requirements. She is a frequent speaker at industry trainings and events, conducts seminars and makes regular on-site visits to clients and tribal partners. With the National American Indian Housing Council, Robin created the NAHASDA & Tax Credit Compliance Professional (NTCCP) curriculum and national certification program, which designates professional experience and expertise in continuing operational compliance under the two programs. She also works with tribal clients, tribal advocacy groups, state allocating agencies and elected officials to ensure that tax credit and grant programs policies reflect the concerns and needs of tribal organizations. Robin is certified as a National Compliance Professional Executive (NCPE) and served six years on the NCP Advisory Board for the Housing Credit College. She is also a Housing Credit Certified Professional (HCCP), designated by the National Association of Home Builders. Robin graduated from the University of South Florida with a degree in communications and English.

Category:
Start: March 4, 2015 2:00 pm
End: March 4, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Sources of Capital for Tribal Governments and NGO’s
Community Development
Drew Tulchin, Managing Partner, Upspring (formerly Social Enterprise Associates)
March 5, 2015
2 pm to 3 pm EST

Event Information: Participants will learn about sources of capital, both private and public, available for Tribal governments and NGOs. The webinar covers financial definitions, incremental steps to capital raising, tips for working with banks / lenders, and creditworthiness.

Detailed Event Information:

Course Description:

Participants will learn about sources of capital, both private and public, available for Tribal governments and NGOs. The webinar covers financial definitions, incremental steps to capital raising, tips for working with banks / lenders, and creditworthiness. The objective of the webinar is to provide attendees with a foundation in the basics of how and where to seek funding for projects and programs. This will particularly explore funding and capital options beyond government sources and ‘usual suspects’.

Course Objectives:

• The value and benefit of diversifying income;
• Build a foundation of how and where to seek funding for projects and programs;
• Learn about public and private sources of capital for tribal governments and NGOs;
• Understand incremental steps to Capital Raising;
• Learn tips for working with banks/lenders.

Speaker Name: Drew Tulchin, Managing Partner, Upspring (formerly Social Enterprise Associates)

Speaker Overview:

Drew Tulchin is a seasoned presenter on topics including financial wellness, local economies, affordable housing, earned income strategies for sovereign independence, building sustainable organizations, impact measurement, and non-profit financing. His experience spans for-profit, non-profit, public and philanthropic sectors. His work has generated more than $100 million for economic wellness. Tulchin has consulted in economic development in the U.S., Native American Tribes, and 40+ countries.

Tulchin has nearly a decade working in Indian Country. His experience includes raising capital, training CDFIs, working with local NGOs, addressing housing, marketing, and improving products for organizations that serve under-served populations. He currently sits on the Board of Cha Piyeh, Inc., a Native American CDFI providing financial education and services to Ohkay Owingeh Tribal members in New Mexico.

Category:
Start: March 5, 2015 2:00 pm
End: March 5, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Planning for Succession
Tribal Government
Dawna Hare
March 10, 2014
2:00 pm to 3:00 pm EST

Event Information: As senior managers leave the Tribal workforce, their vast knowledge doesn’t have to leave with them. Learn how succession plans can help ensure the knowledge of operations, culture, and other aspects are passed on to employees and minimize the risk of service interruption.

Detailed Event Information:

Course Description:

Explore creative ways to develop succession plans. As senior managers leave the Tribal workforce, their vast knowledge doesn’t have to leave with them, prepare for succession and help ensure the knowledge of Tribal operations, culture, and other aspects are passed on to remaining employees. Don’t wait until their replacements enter the workforce to start the exchange of information, start developing programs now. Learn about different approaches to accomplish this important task.

Course Objectives:

• Plan for succession by developing mentoring or shadowing programs;
• Learn how to recruit/identify replacements;
• Develop a future workforce by interacting with the youth;
• Develop partnerships with local schools, colleges, universities, and volunteer initiatives.

Speaker Name: Dawna Hare

Speaker Overview:

Dawna Hare has over 30 years of experience, including serving as Executive Director and Director of Personnel/Enrollment/Communications in Tribal government. Her experience ranges from the private sector management of a car rental company to conducting a tobacco prevention study among Tribal youth. She began her professional career with an urban Indian program, the American Indian Training & Employment Program in Oklahoma City. Served as Executive Director of Pawnee Nation of Oklahoma from July 1995 to September 2013 and is currently an independent contractor developing and conducting training for the Native Learning Center and Falmouth Institute.

Category:
Start: March 10, 2015 2:00 pm
End: March 10, 2015 3:00 pm
Offered: Online

Register Now & Book Your Travel Accommodations

HUD’s Eastern Woodlands Office of Native American Programs in collaboration with the Seminole Tribe of Florida Native Learning Center invites you to attend the Financial Management Training instructed by Christine Dennis, CPA, Tribal Consulting Resources, PLLC and Vince Franco, Compliance & Resource Development Director for the NLC in Charlotte, North Carolina on March 11 – 13, 2015.

Financial Management
Sound fiscal and financial management systems are extremely important to the success of the housing organization and to the commitment of providing high-quality services to its clientele.

This training will highlight the following:
• Review of Generally Accepted Accounting Principles (GAAP);
• Review of Financial Information for reports and compliance;
• Learn how to produce accurate records and reports;
• Examine Cost Principles under NAHASDA;
• Determine how to work with fee accountants in order to review and understand their work;
• Discuss working with internal/external accountants.

Who Should Attend:
• Employees of Indian Housing Authorities (IHA) and/or Tribally Designate Housing Entities (TDHE)
• Board of Directors/commissioners for IHAs and TDHEs
• Tribal Leadership
• Tribal non-profit organizations working in Affordable Housing

Registration is FREE for Native Americans and Those Working Within Indian Country

Travel Accommodations

Crowne Plaza Charlotte Executive Park

5700 Westpark Drive Charlotte, NC 28217. Room Rate $110.00. Cut-off Date: Tuesday, February 17, 2015. For reservations call
1-866-380-0612 or book online and reference the group code HUD.

Category:
Start: March 11, 2015 9:00 am
End: March 13, 2015 5:00 pm
Offered: Onsite

Register Now: www.KerretvOnline.com

Energy Performance Contracting
Housing Strategies
Eugene Goldfarb, Great Lakes Environmental Planning Inc.
March 11, 2015
2:00 pm to 3:00 pm EST

Event Information: Energy Performance Contracting (EPC) is an innovative financing technique that uses cost savings from reduced energy consumption to repay the cost of installing energy conservation measures. Normally offered by Energy Service Companies (ESCOs), this innovative financing technique allows building users to achieve energy savings without up front capital expenses.

Detailed Event Information:

Course Description:

Energy Performance Contracting (EPC) is an innovative financing technique that uses cost savings from reduced energy consumption to repay the cost of installing energy conservation measures. Normally offered by Energy Service Companies (ESCOs), this innovative financing technique allows building users to achieve energy savings without up front capital expenses. The costs of the energy improvements are borne by the performance contractor and paid back out of the energy savings. Other advantages include the ability to use a single contractor to do necessary energy audits and retrofit and to guarantee the energy savings from a selected series of conservation measures.

This program works for HUD assisted housing because it is possible to freeze the rolling base for up to 20 years in order to realize sufficient savings to pay for the capital improvements. Since ESCOs are usually only interested in large projects other alternatives, such as aggregating with other Tribes and self financed will be discussed.

Course Objectives:

• A wide variety of ECM’s (Energy Conservation Measures) will be explored;
• Participants will understand how projected savings can be capitalized to increase loan amounts for rehab of existing buildings;
• Large organizations like schools and local governments will investigate EPC as a means to reduce resource use, generate cash flow, and reduce environmental impact.

Speaker Name: Eugene Goldfarb, Great Lakes Environmental Planning Inc.

Speaker Overview:

Eugene Goldfarb was the Midwest Environmental Officer for 15 years and retired from a 30 year career with HUD in 2004. Eugene was a certified planner (AICP) from 1981-2012 and continues to be a licensed attorney. He teaches courses on environmental assessment and sustainability for the Universities of Illinois-Chicago and Johns Hopkins. Eugene has written articles on HUD environmental practice for HUD’s research journal, Cityscape, and a chapter on the “Sustainable City” for the University of Illinois’s open source textbook on sustainability. He is a member of the KSU TAB (Technical Assistance for Brownfields) team supported by USEPA and was one of the principal architects of the “Nuts & Bolts of Brownfield Development.”

Category:
Start: March 11, 2015 2:00 pm
End: March 11, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Promoting Civic Responsibility at the Tribal Level and Beyond
Tribal Government, Community Development
Dawna Hare
March 12, 2014
2:00 pm to 3:00 pm EST

Event Information: Developing a plan for civic engagement and highlighting the successes of Tribal Leadership is imperative. Discuss Tribal relationships with your youth as it relates to working with cities, states, and federal agencies to conduct the business of your Tribe.

Detailed Event Information:

Course Description:

How can you improve and encourage your Tribal members to be engaged in the Tribal government process? Developing a plan for civic engagement and highlighting the successes of Tribal Leadership is imperative. Discuss Tribal relationships with your youth as it relates to working with cities, states, and federal agencies to conduct the business of your Tribe.

Course Objectives:

• Discuss the importance of Tribal leadership;
• Review examples of highlighting and supporting Tribal member contributions;
• Develop a plan for leadership;
• Learn how to promote volunteerism.

Speaker Name: Dawna Hare

Speaker Overview:

Dawna Hare has over 30 years of experience, including serving as Executive Director and Director of Personnel/Enrollment/Communications in Tribal government. Her experience ranges from the private sector management of a car rental company to conducting a tobacco prevention study among Tribal youth. She began her professional career with an urban Indian program, the American Indian Training & Employment Program in Oklahoma City. Served as Executive Director of Pawnee Nation of Oklahoma from July 1995 to September 2013 and is currently an independent contractor developing and conducting training for the Native Learning Center and Falmouth Institute.

Category:
Start: March 12, 2015 2:00 pm
End: March 12, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Self-Monitoring 5-Day Webinar Series
Housing
Christine Dennis, CPA
All webinar will from 2:00 pm to 3:00 pm EST

Day 1 – Tuesday, March 17, 2015 – Indian Housing Plan (IHP) and Annual Performance Report (APR)
Day 2 – Wednesday, March 18, 2015 – Environmental, Maintenance, and Inspection
Day 3 – Thursday, March 19, 2015 – Financial and Fiscal Management
Day 4 – Tuesday, March 24, 2015 – Occupancy
Day 5 – Thursday, March 26, 2015 – Procurement and Contracting Administration

Day 1 – Tuesday, March 17, 2015 – Indian Housing Plan (IHP) and Annual Performance Report (APR)
Course Description:
This training will provide participants clear guidance on how to utilize the new Self-Monitoring Checklists developed by HUD to perform the Indian Housing Plan and Annual Performance Report.

Course Objectives:
• Discuss how to utilize the Self-Monitoring check list to prepare, plan, and submit IHP/APR reports;
• Review how to select a sample size;
• Learn how to prepare the required documentation for Self-Monitoring.

Day 2 – Wednesday, March 18, 2015 – Environmental, Maintenance, and Inspection
Course Description:
This training will provide participants clear guidance on how to utilize the new Self-Monitoring Checklists developed by HUD.

Course Objectives:
• Review how to select a sample size;
• Learn how to prepare the required documentation for Self-Monitoring.

Day 3 – Thursday, March 19, 2015 – Financial and Fiscal Management
Course Description:
This training will provide participants clear guidance on how to utilize the new Self-Monitoring Checklists developed by HUD.

Course Objectives:
• Review how to select a sample size;
• Learn how to prepare the required documentation for Self-Monitoring.

Day 4 – Tuesday, March 24, 2015 – Occupancy
Course Description:
This training will provide participants clear guidance on how to utilize the new Self-Monitoring Checklists developed by HUD.

Course Objectives:
• Review how to select a sample size;
• Learn how to prepare the required documentation for Self-Monitoring.

Day 5 – Thursday, March 26, 2015 – Procurement and Contracting Administration
Course Description:
This training will provide participants clear guidance on how to utilize the new Self-Monitoring Checklists developed by HUD.

Course Objectives:
• Review how to select a sample size;
• Learn how to prepare the required documentation for self-monitoring.

Speaker Name: Christine Dennis, CPA

Speaker Overview:

Christine Dennis is a CPA specializing in Tribal Government activities such as preparation for Indian Housing Plan and Annual Performance Review, Financial Management, and Housing Procurement. Christine also provided NLC onsite and webinar trainings in topics such as Self-Monitoring, Useful Life & Binding Commitments, and Basic Accounting Methods for Housing, and Organizational Budgeting. Christine has presented for the National American Indian Housing Council (NAIHC), Southern Plains Indian Housing Association, and the Native Learning Center. Christine and her company, Tribal Consulting Resources, PLLC offers training in self-monitoring, audit preparation, and internal control assessments for Tribal organizations across the United States.

Category:
Start: March 17, 2015 2:00 pm
End: March 26, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Instructor: Jim Warne, Warrior Society Development, LLC

Date: March 25, 2015

Time: 2:00 pm to 3:00 pm EST

Course Description:

INDIAN TIME! Do you manage your time effectively? Are you and your organization achieving its optimum performance measures? In this webinar, we will discuss the strategies for efficient and effective use of Time Management in the Tribal Workplace.

Course Objectives:

  • Define and discuss Indian Time;
  • Debunk time management myths and review best practices;
  • Review outcomes to successful Time Management.
Category:
Start: March 25, 2015 2:00 pm
End: March 25, 2015 3:00 pm
Offered: Online

Register Now: www.KerretvOnline.com

Useful Life & Binding Commitments
Housing
Christine Dennis, CPA
March 31, 2015
2 pm to 3 pm EST

Event Information: The intent of this training is to give IHBG recipients information about maintaining IHBG-assisted housing for the useful life of property. It will attempt to clarify: (1) what will be considered Satisfactory; and (2) what constitutes an acceptable binding commitment.

This session will also emphasize the importance of your Internal Controls as well as the establishment of your Policies and Procedures, and your Indian Housing Plan (IHP).

Detailed Event Information:

Course Description:

The intent of this training is to give IHBG recipients information about maintaining IHBG-assisted housing for the useful life of property. This session will also emphasize the importance of your Internal Controls as well as the establishment of your Policies and Procedures, and your Indian Housing Plan (IHP). It will also clarify: (1) what will be considered Satisfactory; and (2) what constitutes an acceptable binding commitment. Lastly, this webinar emphasizes the importance of Internal Controls as well as the establishment Policies and Procedures, and how it all relates to the Indian Housing Plan (IHP).

Course Objectives:

• Purpose and Background
• Affordability Period
• Types of Properties and Assistance Covered
• Record of Use Restrictions
• Acceptable Binding Commitments
• Types of Binding Commitments

Speaker Name: Christine Dennis, CPA

Speaker Overview:

Christine Dennis is a CPA specializing in Tribal Government activities such as preparation for Indian Housing Plan and Annual Performance Review, Financial Management, and Housing Procurement. Christine also provided NLC onsite and webinar trainings in topics such as Self-Monitoring, Useful Life & Binding Commitments, and Basic Accounting Methods for Housing, and Organizational Budgeting. Christine has presented for the National American Indian Housing Council (NAIHC), Southern Plains Indian Housing Association, and the Native Learning Center. Christine and her company, Tribal Consulting Resources, PLLC offers training in self-monitoring, audit preparation, and internal control assessments for Tribal organizations across the United States.

Category:
Start: March 31, 2015 2:00 pm
End: March 31, 2015 3:00 pm
Offered: Online