Finance Training- 3 Day on-site Intermediate PHA Accounting and Financial Reporting class

Jason Casterline, CPA, of Housing Consultants USA will be delivering a three day on-site Intermediate PHA Accounting and Financial Reporting class, to be provided in Tucson, AZ.

When: April 16, 2025- April 18, 2025

Where: City of Tucson Housing and Community Development Offices

            310 N Commerce Park Loop, Tucson, AZ 85745

Cost for 3 Day Training: $600 per person (snacks to be provided, lunch on your own)

Agenda

Day One 8:30a - 4:30p and Day Two 8:30a - 2:00p

Public Housing and CFP

• Budgeting for the Public Housing program
• GAAP accounting and HUD accounting requirements for the Public Housing program and CFP
• Monthly internal reporting for the Executive Director / CEO and the Board
• Year-end Financial Data Schedule (FDS) for Public Housing
• Public Housing Assessment System (PHAS) Financial (FASS) and Management Operations (MASS)

Day Two 2:00p - 4:30p

Public Housing Repositioning / Section 18 and RAD

• Overview of Public Housing Repositioning Options
• Pros and Cons of various repositioning strategies including Section 18, RAD and other strategies
• Brief overview of finance and accounting issues for RAD vs Section 18
• Brief overview of conversion entries

Day Three 9:00a - 4:30p

Housing Choice Voucher Program (HCV)

• Budgeting for the HCV program / HCV funding for HAP and Admin Fee
• HAP Funds / Restricted Net Position, and Admin Funds Unrestricted Net Position
• GAAP accounting and HUD accounting requirements for the HCV program
• Monthly internal reporting for the Executive Director / CEO and the Board
• Voucher Management System (VMS) reporting for various Section 8 programs
• Year-end Financial Data Schedule (FDS) for HCV

Limited to 25 attendees.

REGISTRATION CANCELATION & REFUND POLICY:

Registration cancellation must be submitted in writing by March 17 and forwarded to Carmen Jack via e-mail to Carmen_Jack@tempe.gov in order to receive a refund less a $75 cancellation fee. No refunds will be granted after March 17 and AZ NAHRO does not issue credit toward future events. No telephone cancellations will be honored. No refunds will be granted for no-shows.