Under the leadership of State Treasurer, Fiona Ma, the four state housing agencies convened a task force and developed universal spreadsheets to be used in 2022 applications for bonds, credits and/or soft debt. The spreadsheets incorporate new features and new mechanics to streamline application preparation and review. This training gives you the opportunity to learn from task force members how the new tools work and how to get the most out of their new features.
Training Topics Include
Understanding the purpose of each new spreadsheet
Connecting and updating spreadsheets
Mastering the dynamic joint checklist
Accessing task force guidance and videos
Navigating web-based regulations
Calculating the new CDLAC tiebreaker
Transferring data from your proforma
Extracting application data to your proforma
Trainers
William Leach, MBA, Kingdom Development
Thomas Stagg, CPA, Novogradac & Company
Admittance
Space is limited to 50 attendees and so we ask that only one person per organization attend.
The registration fee of $80 will be used to offset the cost of the meeting space. Click the below link for the registration form and additional information. The registration form and payment MUST be received at the CCAH office no later than December 28, 2021.
Holiday Inn Parking: $10 for daily attendees and you must pay at the hotel front desk.
Note:
This event is only for Northern California Developers and NH&RA will be holding a similar event in Costa Mesa on January 5th for Southern California Developers.
