Compliance (HUD and Tax Credit)

Jun
26
Tue
Fair Housing for Managers & Administrators @ The Washington Inn
Jun 26 @ 1:00 pm – 4:30 pm

Make sure everyone on your team receives up-to-the-minute Fair Housing training!

This program offers TWO sessions. You may register yourself, and your staff, for the appropriate AM and/or PM session.

AM Session – For Maintenance Staff
This two-hour session will help Maintenance staff understand their important role in providing Fair Housing. Residents deal with the office at the beginning of the tenancy, but after moving on site, maintenance usually has more exposure to residents and their problems on an on-going basis. 80% of Fair Housing cases come from in-place residents! Cases are often filed based on poor service, but may also be based on inconsistent service (including being too nice and showing a preference for some residents), lack of communication, or saying the wrong thing… however innocent your intentions may be! What you don’t know can cost YOU, as well as your property and your company, BIG money.

PM Session – For Managers & Admin Staff
Fair Housing is the most complex, serious, and costly issue for the rental industry today. Every person on your staff has personal liability in a complaint — as well as subjecting his or her supervisors, management company and owner to serious penalties. We will help you recognize your basic day-to-day fair housing responsibilities and show you how to respond appropriately to the many situations you may face on your property.

About the Speaker: Shawn Bankson is a partner in the Northern California office of Kimball, Tirey & St. Johnn LLP. His legal practice specializes in fair housing matters. Additionally, he is a frequent trainer for many associations and management companies throughout the state of California in the areas of fair housing and landlord/tenant law.

Snacks will be provided. Lunch is on your own.

You can register numerous people through this invitation. Click ‘Add a Guest’ on the Registration screen. You may pay with a check or with a credit card once you have completed this form.

PARKING & TRANSPORTATION:
• Parking lot at 8th and Washington is two short blocks away ($15 for all day)
Street parking is NOT advised (high ticket potential) and more expensive for all day
• 12th Street BART Station is 2 blocks away.

Click here for complete details and online registration.

Aug
14
Tue
ABC’s of Tax Credit @ Serna Village
Aug 14 @ 8:30 am – 4:30 pm

Don’t miss your opportunity to attend this course and learn the “ABC’s of Tax Credits.”

This is an interactive introduction to all aspects of tax credit management for beginners, as well as a very good refresher for anyone. Advanced questions are welcome as we go through the basics.

This seminar covers all you should know to successfully manage a tax credit property, and helps you understand all the different rules, income and rent limits, and other nuances of this ever-changing program.

This class will help you understand all you do at your property and, more importantly, why you do it.

All attendees must bring a pen and a pocket calculator.

About the Speaker:Ricardo Pacheco joined The John Stewart Company in 2002 as Property Supervisor. In this capacity, he was responsible for the management, marketing, lease up and operations of affordable multifamily communities throughout the Bay Area. Mr. Pacheco possesses in-depth knowledge of regulatory compliance, low-income housing tax credits, Section 8, HOPE VI, and Public Housing Management. He has an all-encompassing marketing experience in both affordable and luxury communities.

Prior to joining The John Stewart Company, Mr. Pacheco was a Regional Property Supervisor for a privately held Real Estate Investment Trust responsible for the management and operation of approximately 2,000 multifamily units throughout the United States, and was a Regional Manager for a portfolio of six luxury communities in the Bay Area, including the lease up of two large properties in San Francisco.

Mr. Pacheco holds a California Real Estate Sales License and has successfully completed Tax Credit, Section 8 and Public Housing Certifications.

You can register numerous people through this invitation. Click ‘Add a Guest’ on the Registration screen. You may pay with a check or with a credit card once you have completed this form.

Please share the parking information with your registrants.

Continental breakfast will be provided. Lunch is on your own.

Thank you Mercy Housing & Serna Village for hosting this informative class!

Click here for complete details and online registration.