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2019: EVERYTHING YOU NEED TO KNOW

December 12, 2018 – December 13, 2018

Disney Coronado Springs Resort
1000 W Buena Vista Drive
Orlando, FL 32830
get directions

  • Summary
  • Day One
  • Day Two
  • CPE Information
  • Hotel Information
  • Presenters
Help prepare your agency for the challenges in the upcoming year. This seminar for all staff members will discuss strategies and techniques to protect reserves and survive challenges to funding. We will consolidate all the important goals, deadlines and hot topics for 2019.
 

Return to PHA Finance
Cancellation Policy
Seminar registrants may cancel up to two weeks prior to a group live seminar for a refund, less a $25 processing fee; cancelled registration payments prior to the cutoff date can also be applied (in full) to any future event. Cancellations after the two week cutoff date will receive a full credit towards a future seminar. Event cancellations should be submitted in writing via email, and include the attendee name, company, title of the event, and indicate whether or not payment has been submitted. If payment has been submitted, please indicate the payment method (check/PayPal). All cancellations may be sent via email to Grace Fuentes at gfuentes@bdo.com. Substitutions are welcome and may be made at any time, but please also email us the attendee swap information.

Participation Requirements for CPE Programs
To receive CPE credit for participation in a BDO training program, you must sign-in at the beginning and actively participate throughout the session. You will receive an email notification once the attendance record has been processed, including instructions on how to access your CPE certificate.
 
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: Up to 16 total CPE credits total
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

December 12, 2018

  • 9:00 AM to 10:30 AM - MODULE 1: WHAT YOU NEED TO KNOW – LIPH
    • The T-HUD Budget: What we know to date
    • Operating Reserves and allowable uses
    • Protecting reserves
    • HUD plans to implement Public Housing “Cash 
    • Management” for disbursing Operating Subsidy 
    • Potential transition to HUD-held Public Housing Operating Reserve 
    • Anticipated salary limitations & tips to work around the salary cap
    • Discuss the latest developments regarding the refederalization of the COCC
    • Latest changes to the Operating Fund Calculation
  • 10:30 AM to 10:45 AM - BREAK
  • 10:45 AM to 11:15 AM - MODULE 1 CONT.
  • 11:15 AM to 12:00 AM - MODULE 2: GASB AND HUD ACCOUNTING UPDATES 
    • New Accounting Requirements for Leases – affecting both Lessors and Lessees
    • New Accounting Requirements for Insurance 
    • Other GASB and HUD Accounting Changes
  • 12:00 PM to 1:00 PM - LUNCH
  • 1:00 PM to 1:45 PM - MODULE 2 CONT
  • 1:45 PM to 2:30 PM - MODULE 3: WHAT YOU NEED TO KNOW-CAPITAL FUND
    • The Final Rule overview
    • Eligible and ineligible Costs – new Budget Line Items
    • Obligations and expenditures
    • eLOCCS
    • The Treasury Rule
    • Utilizing Operating Funds for CFP activities under new HOTMA rules
  • 2:30 PM to 2:45 - BREAK
  • 2:45 PM to 4:30 - MODULE 4: SUPERCIRCULAR & COST ALLOCATION
    • OMB Supercircular: what you need to know 
    • Cost Allocation
December 13, 2018 
 
  • 9:00 AM to 10:30 AM - MODULE 5: WHAT YOU NEED TO KNOW-HOUSING CHOICE VOUCHER
    • Update on PIC-NG – will be new basis for disbursing HAP funds to PHAs
    • Eligible funding sources for HAP
    • Monitoring Restricted Net Position (RNP), (formerly Net Restricted Assets,) program reserves and
    • HAP funding to assist in maximizing leasing and administrative fees
    • Post 2003 and Pre 2004 Administrative Fee Reserves and their allowable uses
    • Tips to correctly report the VMS
    • Tips to prepare for a QAD audit: VMS RNP vs. FDS RNPP
  • 10:30 AM to 10:45 AM - BREAK 
  • 10:45 AM to 12:00 AM - MODULE 4 CONT
  • 12:00 PM to 1:00 - LUNCH
  • 1:00 PM to 2:30 PM - MODULE 6: PHAS III AND THE LATEST ON SEPHAS
    • Indicators and sub-indicators of the interim PHAS
    • Scoring process for the four PHAS indicators
    • Tips to Improve scoring on the MASS and FASS indicators
    • SEPHAS updates
  • 2:30 PM to 2:45 PM - BREAK 
  • 2:45 PM to 4:30 PM - MODULE 7: LATEST CHANGES TO FDS AND OTHER UPDATES
    • Latest FDS reporting requirements 
    • RAD reporting: What we know to date
    • Tips to avoid common FDS rejections
    • Other HUD accounting and reporting updates
Disney’s Coronado Springs Resort is one of Disney’s moderate resorts with a Spanish Colonial Mexico theme. These rooms give off a brightly colored casitas to rustic ranchos. You are close to Disney’s Animal Kingdom area with transportation option to get you to all of the resort parks within Disney World. You can also escape to the pool with a waterslide, eat at the Maya Grill onsite which offers Latino fusion or take a moment to relax after our session at the La Vida Health Club. 

The BDO PHA Finance group rate of $149 per night is available to all attendees, Tuesday December 11 through Thursday, December 13 on a first come, first served basis until the cutoff date of Monday, November 12, 2018 or block capacity.

Make your reservation by calling 407-939-4687 and ask for the BDO PHA Finance rate or best available rates if our room block is full or you may book your room by clicking here

Please be sure to check workshop/availability and or register with BDO before making any nonrefundable arrangements.
Prior to combining with BDO and establishing BDO PHA Finance, Brian was a Director at Asher and Company. Before joining Asher in 2005 and developing the public housing accounting practice, Brian was a partner with PHA Finance, Inc. and co-creator of “The PHA Finance Solution.” Brian brings over 20 years of experience in areas of accounting and financial consulting for Public Housing Authorities (PHAs) across the nation.
 
In his more than thirteen years of experience, Nick Auriemma has managed engagements for governmental, non-profit and for-profit audits, encompassing financial reporting, internal control over financial reporting, compliance with federal awards, and internal control over compliance with federal awards. Prior to joining BDO, Nick was the principal manager in an audit firm focusing in on public housing authorities (PHAs) and affordable housing entities.
 
Jason has over 27 years of experience assisting housing authorities on financial management issues and has personally advised over 150 housing authorities, including eight of the ten largest PHAs, on financial management issues. He has delivered accounting services, conducted audits, assessed PHA operations, developed policies and procedures, and provided a variety of other technical assistance to the subsidized housing industry. 
 
Prior to merging with BDO, Michael helped found Casterline Associates. Michael has worked with over 100 PHAs ranging from less than 100 to 40,000 units, including severely distressed authorities as well as high performers. He has personally trained over 3,000 PHA and HUD personnel in the course of delivering more than 90 workshops in 23 states. Michael has helped turn around the finance departments of numerous PHAs through the implementation of quality control measures, including redesigning the internal controls of both the finance department as well as the housing authority.