Our Fourth Intensive Event

In-person or virtual livestream options

Register Below

State HFA Agency Staff (In-Person) $495

Owner/Agent/Investor Staff (In-Person) $495

State HFA Agency Staff (Online livestream) $395

Owner/Agent/Investor Staff (Online livestream) $395

Are you...

Building personal or team compliance monitoring systems for a state HFA, HOME PJ, or Owner/Agent?
Want to develop a deeper understanding of the housing compliance monitoring role—or help your staff develop one?
Eager to share your experience with compliance systems and learn from the ideas and approaches of your peers?
Attended a previous Intensive Event and want to continue building on the systems and concepts discussed there?
Attending this year's Compliance Summit and looking for a highly complementary discussion designed specifically for compliance professionals?

If so, you're going to LOVE this training series—designed specifically for housing compliance professionals!

Join with your peers!

Two Separate Events - One for Owner/Agent/Investor compliance staff only, and another for state HFA personnel only.

July 21 & 22, 2026 (HFA Staff) - Tuesday & Wednesday

July 23 & 24, 2026 (Owner/Agent/Investor Staff) - Thursday & Friday

Hours for both events

Day 1 | 9:00 AM - 4:30 PM EDT
Day 2 | 9:00 AM - 12:30 PM EDT

Agendas

While covering general topics applicable to all compliance personnel, the events are customized by roles.

State Agency Staff Agenda | July 21 & 22, 2026

State Agency / HFA Edition

Building Stronger Monitoring Systems, Better Policy, and More Consistent Compliance Decisions

This intensive is designed specifically for state agency and HFA compliance professionals responsible for monitoring, policy interpretation, file review, training, and quality assurance.

Day 1 — Build & Maintain a Solid Foundation

9:00–9:15
Welcome, Session Logistics & Why This Work Matters

9:15–9:45
Proactive Compliance Systems & Due Diligence
Building agency systems that help prevent problems before monitoring begins.

9:45–10:30
Building Your Compliance Toolbox & Calendar
Key reference materials, forms, deadlines, updates, and recurring monitoring responsibilities.

10:30–10:45
Break

10:45–12:00
Rethinking “We’ve Always Done It That Way” After HOTMA & NSPIRE
Separating federal requirements from agency policy, local practice, and outdated assumptions.

12:00–1:15
Lunch Break

1:15–2:30
Writing Better Policies, Procedures & Compliance Manuals
Addressing gray areas, standardizing staff decisions, improving training systems, and strengthening quality control.

2:30–2:45
Break

2:45–4:45
Noncompliance, Correction & Form 8823 Judgment Calls
When to issue an 8823, when not to, how to complete it correctly, and how to evaluate correction evidence and effective correction dates.

4:45–5:00
Q&A / Day 1 Wrap-Up

Day 2 — Practical Application of Compliance Principles

9:00–10:30
Document Mining: What Agencies Need to Know from Form 8609
Identifying elections, set-asides, project structure, credit periods, and hidden compliance risk points.

10:30–11:00
Document Mining: LURAs, LPAs & Other Critical Documents
Finding the compliance rules that are not always obvious—but still affect monitoring.

11:00–11:15
Break

11:15–12:00
When Programs Collide: LIHTC, HOME, HUD & Beyond
Practical issues that arise when multiple funding sources and regulatory systems overlap.

12:00–12:30
Action Items, Group Discussion & Open Q&A

Owner/Agent Staff Agenda July 23 & 24, 2026

Owner / Agent / Investor Edition

Building Stronger Compliance Systems, Reducing Risk, and Navigating an Increasingly Complex Regulatory Environment

This intensive is designed for owner/agent compliance professionals, compliance managers, asset managers, investors, consultants, and other housing professionals responsible for maintaining ongoing program compliance across affordable housing portfolios.

Day 1 — Build & Maintain a Solid Foundation

9:00–9:15
Welcome, Logistics & Why This Work Matters

9:15–9:45
Proactive Compliance Systems & Due Diligence
Building practical systems that improve consistency, reduce avoidable errors, and strengthen defensibility during agency reviews and audits.

9:45–10:30
Building Your Compliance Toolbox & Calendar
Creating reliable systems for deadlines, recurring reviews, regulatory updates, file oversight, and ongoing compliance responsibilities.

10:30–10:45
Break

10:45–12:00
Rethinking “We’ve Always Done It That Way” After HOTMA & NSPIRE
Separating actual program requirements from company habits, inherited practices, conflicting guidance, and outdated assumptions.

12:00–1:15
Lunch Break

1:15–2:30
Writing Better Policies, Procedures & Compliance Manuals
Developing practical internal guidance, addressing gray areas, improving staff training, and creating stronger quality control systems across properties and personnel.

2:30–2:45
Break

2:45–4:45
Noncompliance, Correction & Responding to Findings
Understanding common compliance issues, evaluating correction strategies, documenting responses effectively, and navigating difficult agency decisions.

4:45–5:00
Q&A / Day 1 Wrap-Up

Day 2 — Practical Application of Compliance Principles

9:00–10:30
Document Mining: What You Need to Know from Form 8609
Identifying elections, set-asides, project structure, credit periods, and other critical compliance obligations hidden in plain sight.

10:30–11:00
Document Mining: LURAs, LPAs & Other Critical Documents
Finding hidden requirements, conflicting standards, and operational obligations that continue long after closing.

11:00–11:15
Break

11:15–12:00
When Programs Collide: LIHTC, HOME, HUD & Beyond
Managing overlapping program requirements, conflicting rules, and layered compliance responsibilities in real-world operations.

12:00–12:30
Action Items, Group Discussion & Open Q&A

Online Supplements

The course has many online features!

All registrants will receive a full year's access to a growing catalog of material specifically designed to support each topic of the course. This is hosted on the online on-demand learning platform, Costello University.

Including

Handouts
Video courses
Audio lessons
Quizzes
Charts
Articles
Discussion boards
and more...

State HFAAgency Staff (In-person) $495

Owner/Agent/Investor Staff (In-person) $495

State HFA Agency Staff (Online livestream) $395

Owner/Agent/Investor Staff (Online livetream) $495

Discussion Leaders

State HFA, property management and, asset management experts!

Shhhh, but there may be surprise special guests!

Consider an Exciting Additional Option!

Are you attending this year's Compliance Summit?

ALL-ACCESS PASS discounts will be available people who are also attending the 2026 Compliance Summit. Those who register for the Summit will be provided a $100 discount code for the Intensive Event.

SUMMIT INFO HERE

Register Below

State HFA Agency Staff (In-Person) $495

Owner/Agent/Investor Staff (In-Person) $495

State HFA Agency Staff (Online livestream) $395

Owner/Agent/Investor Staff (Online livestream) $395

Our Fourth Intensive Event

In-person or virtual livestream options

Register Below

Are you...

Building personal or team compliance monitoring systems for a state HFA, HOME PJ, or Owner/Agent?

Want to develop a deeper understanding of the housing compliance monitoring role—or help your staff develop one?

Eager to share your experience with compliance systems and learn from the ideas and approaches of your peers?

Attended a previous Intensive Event and want to continue building on the systems and concepts discussed there?

Attending this year's Compliance Summit and looking for a highly complementary discussion designed specifically for compliance professionals?

If so, you're going to LOVE this training series—designed specifically for housing compliance professionals!

Join with your peers!

Two Separate Events - One for Owner/Agent/Investor compliance staff only, and another for state HFA personnel only.

July 21 & 22, 2026 (HFA Staff) - Tuesday & Wednesday

July 23 & 24, 2026 (Owner/Agent/Investor Staff) - Thursday & Friday

Hours for both events

​Agendas

While covering general topics applicable to all compliance personnel, the events are customized by roles.

State Agency Staff Agenda | July 21 & 22, 2026

State Agency / HFA Edition

Building Stronger Monitoring Systems, Better Policy, and More Consistent Compliance Decisions

Day 1 — Build & Maintain a Solid Foundation

Day 2 — Practical Application of Compliance Principles

Owner/Agent Staff Agenda July 23 & 24, 2026

Owner / Agent / Investor Edition

Building Stronger Compliance Systems, Reducing Risk, and Navigating an Increasingly Complex Regulatory Environment

Day 1 — Build & Maintain a Solid Foundation

Day 2 — Practical Application of Compliance Principles

Online Supplements

Including

Discussion Leaders

State HFA, property management and, asset management experts!

Consider an Exciting Additional Option!

Are you attending this year's Compliance Summit?

Register Below

Compliance Professionals Intensive

FAQ

The Event appropriate to my role does not work with my schedule. May I attend the other one?

In the past, this event was a live session before the Compliance Summit. Will there be an in-person Intensive Event with the Summit this year?

Will replays be available for review later?

What time are the sessions in my timezone?

Will these sessions provide continuing education credit for my HCCP designation?

I need to pay by check. Is that possible?

About the All-Access Pass | How do I get the All Access Pass discount on the Intensive event?

About the All Access Pass | Do I have to attend the Compliance Summit to enjoy the Compliance Professionals Sessions?

Join Our Free Trial

Agendas