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2020: Everything You Need to Know

December 5-6, 2019

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

Grace Fuentes
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  • 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 2020.
 
Pricing 
$650 for the two day session
Cancellation Policy
Seminar registrants may cancel up to two weeks prior to a group live seminar for a refund, less a $50 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 14 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 5, 2019
9:00 AM to 4:30 PM  
 
Module 1: Everything You Need To Know – LIPH
      •  The T-HUD Budget: What we know to date
      •   RAD updates
      •   Operating Reserves and allowable uses, protecting reserves
      •   Lease accounting update
      •   Understanding the 2020 subsidy calculation 
      •   Anticipated salary limitations & tips to work around the salary cap
      •   Discuss the latest developments regarding the refederation of the COCC
      •   LIPH Cash Management and Operating Subsidy Portal update
 
Module 2: Everything 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
      •  HOTMA (Operating Subsidy for Capital Fund Items)
 
Module 3: Everything You Need to Know Cost Allocation & Internal Controls
      •  What you need to know about cost allocation (2 CFR 200)
      •  Internal controls, know their limitations
December 6, 2019
9:00 AM to 4:30 PM  
 
Module 4: Mixed Financing (Affordable Housing Update)
      •  Michael Syme, Esq. of Fox Rothschilds, LLP will present updates regarding the Rental  
          Assistance Demonstration as well as important considerations for year 15 deadlines for  
          for exisiting mixed finance deals. 
 
Module 5: Everything You Need to Know Housing Choice Vouchers
      •  Update on the Next Generation Management System (NGMS)
      •  Eligible funding sources for HAP
      •  Monitoring Restricted Net Position (RNP), HUD-held reserves and Annual Budget Authority to
          assist in maximizing leasing and administrative fees. 
      •  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 RNP
 
Module 6: Everything you Need to Know SE-PHAS
      •  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
      •  SE-PHAS updates
 
Module 7: Latest Changes to the 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
 
*Agenda subject to change without notice
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. 
 
The BDO PHA Finance group rate of $147 per night is available to all attendees, Wednesday, December 4 through Thursday, December 5 on a first come, first served basis until the cutoff date of Monday, November 14, 2019 or block capacity.
 
Make your reservation by calling 407-939-4686 and ask for the BDO PHA Finance rate or best available rates if our room block is full. You may also click here and reserve your room online at: www.mydisneygroup.com/bdo2019
Brian D. Alten, CPA, Partner
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 24 years of experience in areas of accounting and financial consulting for Public Housing Authorities (PHAs) across the nation.
 
Nick Auriemma, CPA, CFE, Managing Director
In his more than fourteen 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 Casterline, CPA, Managing Director
Jason has over 30 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.