Full event brochure - NeighborWorks America
Transcription
Full event brochure - NeighborWorks America
N e i g h b o rWo r k s T r a i n i n g I n s t i t u t e The highest quality professional development, skill building and career enhancement in community development and affordable housing AUGUST 17 - 21, 2015 ››› PHILADELPHIA, PA On Wednesday, August 19, 2015 SYMPOSIUM HO925 Symposium: Building Pathways to Financial Resilience 3 Can Learn For The Price of 2! (See Pg. 8) SPECIAL OFFER VISIT THE NEW NEIGHBORWORKS.ORG/TRAINING SITE! Welcome to the City of Brotherly Love! P hiladelphia, the largest city in the Commonwealth of Pennsylvania, is the fifth most populous city in the USA. It is also among the top three cities listed as “52 Places to Go in 2015.” There’s a lot to do in Philadelphia - a Greek word that literally means “City of Brotherly Love.” Did you know that some of the NeighborWorks Training Institutes (NTI) courses have field trips where you will learn and get to experience some of the city’s unique neighborhoods? Recent infrastructure improvements have been dramatic in this city of constant change. Who knew that Philadelphia is becoming the greenest city in the U.S.? This is in large part to the impressive city-owned urban park system. The City of Brotherly Love offers an authentic mix of culture and history with enough character and charisma for everyone. During a break or once your day is done, take a stroll to Center City and indulge in local eateries and tax-free shopping. If you’re a history buff, you practically can’t get more concentrated U.S. history anyplace else: Liberty Bell Center, Independence Hall (where the Declaration of Independence was adopted in 1776), and the U.S. Constitution a little more than a decade later. Philly also enjoys its status as one of the nation’s most sports-crazed cities, with nine professional teams including the Eagles, Phillies, 76ers, and the Flyers. Philadelphians love the nightlife, and the city was voted as one of the Top 10 Nightlife Scenes in the nation by US News & World Report. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 2 The paths to understanding American history and community all converge in Philadelphia. Where else will you get to rediscover the birthplace of American democracy and at the same time, grow your career at the NTI? Agenda Sunday, August 16 3:00 p.m. – 6:00 p.m. Registration Monday, Aug 17 6:45 a.m. – 8:15 a.m. Light Continental Breakfast 7:00 a.m. – 5:00 p.m. Registration 8:30 a.m. – 4:00 p.m. Courses (See options in this brochure and online NeighborWorks.org/training and register for your first and second choices.) 11:30 a.m. – 1:00 p.m Lunch on Your Own 4:30 p.m. – 6:00 p.m. Free Afternoon Workshops* Tuesday, August 18 6:45 a.m. – 8:15 a.m. Light Continental Breakfast 7:00 a.m. – 5:00 p.m. Registration 8:30 a.m. – 4:00 p.m. Courses 11:30 a.m. – 1:00 p.m.Lunch on Your Own 4:30 p.m. – 6:00 p.m. Free Afternoon Workshops* Wednesday, August 19 6:45 a.m. – 8:15 a.m. Light Continental Breakfast 7:00 a.m. – 5:00 p.m. Registration 8:30 a.m. – 4:00 p.m. Courses OR Symposium 11:30 a.m. – 1:00 p.m.Lunch on Your Own (The Symposium includes a luncheon and speaker) 5:30 p.m. – 7:00 p.m. Networking Reception (Live entertainment and refreshments) Thursday, August 20 6:45 a.m. – 8:15 a.m. Light Continental Breakfast 7:00 a.m. – 5:00 p.m. Registration 8:30 a.m. – 4:30 p.m. Courses 11:30 a.m. – 12:45 p.m.Lunch on Your Own Friday, August 21 6:45 a.m. – 8:15 a.m. Light Continental Breakfast 7:00 a.m. – 1:00 p.m. Registration 8:30 a.m. – 2:30 p.m. Courses 11:30 a.m. – 12:45 p.m.Lunch on Your Own 2:30 p.m. Training Institute Adjourns *A list of workshops will be included in your on-site registration packet. See NeighborWorks.org/training for full course descriptions. A list of courses offered at this event are on pages 4-5. When July 7 July 8 -July 27 (Save $50) Early-Bird Registration Deadline Late Registration July 27 Cancellation Deadline August 16 On-Site Registration Special deadlines for participants from NeighborWorks Network organizations: Where Philadelphia Marriott Downtown 1201 Market Street Philadelphia, PA 19107 (215) 625-2900 www.marriott.com/hotels/travel/ phldt-philadelphia-marriott-downtown Hotel rates: $142 Single or Double Loews Philadelphia Hotel 1200 Market Street Philadelphia, PA 19107 (215) 627-1200 www.loewshotels.com Hotel rates: $142 Single or $167 Double Courtyard Philadelphia Downtown Courtyard Philadelphia Downtown 21 North Juniper Street Philadelphia, PA 19107 (215) 496-3200 www.marriott.com/hotels/travel/ phldc-courtyard-philadelphia-downtown (Sleeping rooms only) Hotel rate: $142 Single or Double Registration Deadline July 17 Substitution Request July 27 Cancellation Deadline July 27 Pay Own Expenses Deadline (see page 28 for more details) Visit NeighborWorks.org/scholarships for scholarship information Registration is easy! 1. 2. 3. 4. Look over the course offerings grid on pages 4 and 5 of this brochure, or visit the institute pages online at NeighborWorks.org/training. Explore highlighted course descriptions in this brochure and find full course descriptions and faculty profiles at NeighborWorks.org/training. Decide on your first- and second-choice courses for each day of the week. Click on NeighborWorks.org/onlinereg to set up your profile and register for your courses, or fax us a hard-copy registration form, which can be found at the back of this brochure. It’s that easy! Questions or concerns? We’re here to help. Call our Customer Response team at (800) 438-5547, or e-mail us at [email protected] 3 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Pennsylvania Convention Center 1101 Arch Street Philadelphia, PA 19107 (215) 418-4700 www.paconvention.com June 22 Courses Offered at this Event AFFORDABLE HOUSING AH102 AH121 AH132 AH142 AH183 AH221 AH224 AH226 AH227 AH248 AH271 AH280 The Basic Steps of the Affordable Housing Development Process Real Estate Finance Nuts and Bolts Pre-Development: The 10 Feasibility Questions You Need to Answer Designing Affordable Housing From Project Concept to Blueprint !UPDATED!! Supportive Housing: Developing Solutions and Supporting Residents Rental Housing Development Finance Understanding Underwriting: Successful Loans for Nonprofit Developers !UPDATED!! Creative Project Financing Strategies Using Bonds to Finance Affordable Housing Development Inclusionary Housing: Make it Work in Your Community !NEW!! Budget Basics: Decoding the Mysteries of the ProForma Health and Housing - Connecting to the Health Care System for New Partnerships, New Opportunities !NEW!! ASSET MANAGEMENT AM101 AM121 AM224 AM240 AM252 AM261 AM280 AM290 AM291 Successful On-Site Property Management (IREM RES201) Nuts and Bolts of Asset Management Asset Management Case Study: Putting the Tools to Work for Properties and Owners Asset-Managing Your Risk: A Holistic Approach to Managing Your Property's Financial and Physical Risk !UPDATED!! Delivering Successful Resident Services Programs Affordable Housing Leasing, Marketing & Customer Service Bootcamp Solutions !NEW!! Creating a Sustainable Multifamily Portfolio and Building Your Organization’s Asset Management Culture !NEW!! Asset Management Specialist - The Fundamentals Asset Management Specialist - Introduction to Financial Tools COMMUNITY AND NEIGHBORHOOD REVITALIZATION NR101 NR104 NR115 NR116 NR118 NR121 NR150 NR214 NR253 NR261 NR276 The Essential Tools of Successful Neighborhood Revitalization Getting Things Done in Neighborhoods through Strategic Collaborations Developing High-Impact Neighborhood Revitalization Strategies Building Community and Promoting Equity through Revitalization Working with Tenants and Small Landlords to Revitalize the Neighborhood Measuring the Impacts of Your Revitalization Work Understanding Your Community, Analyzing Your Market ROUNDTABLE: Neighborhood Revitalization for Organizational Leaders !UPDATED!! The Good, the Bad and the Ugly: How Urban Design Can Make or Break Your Revitalization Strategy !NEW!! Strategies for More Livable Neighborhoods !UPDATED!! Creating a Fantastic Image for Your Neighborhood COMMUNITY ECONOMIC DEVELOPMENT ED101 ED120 ED127 ED144 ED165 ED220 Community Economic Development Principles, Practices and Strategies Commercial Real Estate Development Transit-Oriented Development !UPDATED!! Essentials of Microenterprise Development !UPDATED!! Achieving Economic Development with CDBG Funding Community Economic Development Learning Lab: Engaging Your Local Colleges & Universities !NEW!! COMMUNITY ENGAGEMENT PHIL ADELPHIA, PA • AUGUST 17-21, 2015 4 CB100 CB110 CB118 CB121 CB122 CB127 CB150 CB190 CB225 CB235 CB243 CB245 Breaking with Isolation: The Power of Neighbors !UPDATED!! Community Organizing: Beyond Mobilization, Volunteerism, and Outreach Using Diversity to Build Unity !UPDATED!! Transforming Conflict Into Action Mobilizing Youth for Community Building !UPDATED!! The Role of Women in Transforming Communities Influencing and Affecting Decisions in Your Community !UPDATED!! Reaching Your Community and Getting the Media on Your Side Pathways to Self-Reliant Communities: Building on Our Assets Community Engagement Leadership, Supervision and Management !NEW!! Intergenerational Community Building Taking Green Action in Your Community CONSTRUCTION AND REHAB CP101 CP104 CP121 CP127 CP141 CP155 CP189 CP199 CP221 CP223 Affordable Housing Design and Construction Basics !UPDATED!! Housing Rehabilitation Production Systems Inspections, Work Scopes and Estimates in Housing Rehabilitation Advanced Systems for Housing Rehabilitation Introduction to Sustainable Building Business Management and Marketing for Construction and Rehab !NEW!! Automate Rehab with Housing Developer Pro® 3.5 Building Science Basics for Construction and Rehab Single Family Development: Success in Perilous Times Single Family Development: New Construction, from Foundation to Sale _____ AUG _____ MON 17 THURS 20 WED 19 Tuition TUES 18 FRI 21 $475 $310 $235 $475 $475 $525 $475 $235 $475 $235 $525 $475 $1,300 $710 $475 $235 $515 $475 $475 $700 $515 $475 $475 $515 $475 $475 $775 $515 $235 $235 $515 $235 $515 $475 $515 $475 $235 $300 $475 $475 $235 $235 $235 $235 $475 $475 $475 $475 $515 $475 $515 $235 $515 $515 $515 $515 $565 $235 $515 $235 _____ AUG _____ MON 17 THURS 20 WED 19 Tuition TUES 18 FRI 21 FINANCIAL CAPABILITY, HOUSING EDUCATION AND COUNSELING (PRESENTED BY NCHEC) HO103 HO105 HO109 HO110 HO111 HO120 HO200 HO200c HO204 HO208 HO208c HO209rq HO211 HO213 HO220 HO229 HO230 HO247 HO248 HO250 HO265 HO285 HO290 HO307 HO310 HO324 HO345rq HO360 HO370 HO925 Lending Basics for Homeownership Counselors Compliance with State and Federal Regulations Foreclosure Basics for Homeownership Counselors Introduction to Homeownership Counseling Home Equity Conversion Mortgages !UPDATED!! Identifying Potential Mortgage Abuse and Fraud !UPDATED!! Building Competency for HUD Housing and Counseling Certification Building Competency for HUD Housing and Counseling Certification Employer-Assisted Housing in Your Community: Developing and Managing a Successful Program !UPDATED!! Building Skills for Financial Confidence Building Skills for Financial Confidence Delivering Effective Financial Education for Today's Consumer Credit Counseling for Maximum Results Fair Housing - What Professionals Need to Know Client Management and Tracking with CounselorMax !UPDATED!! Homebuyer Education Methods: Training the Trainer Maximizing Client Workflow for Greater Business Results Post-Purchase Education Methods Program Compliance & Reporting for HUD-Approved Counseling Agencies Homeownership Counseling Certification: Principles, Practices and Techniques, Part I Counseling Clients Seeking Rental Housing Transitioning Consumers: Counseling Clients To Take The Next Step Being Green, Seeing Green: Counseling Clients to Maximize Energy Savings Advanced Foreclosure: Case Study Practicum Financial Coaching: Helping Clients Reach Their Goals Advanced Reporting and Customization for CounselorMax !UPDATED!! Foreclosure Intervention and Default Counseling Certification, Part I Homeownership Counseling Certification for Program Managers and Executive Directors Financial Coaching Advanced Practicum: Taking Your Practice to the Next Level Symposium: Building Pathways to Financial Resilience NONPROFIT MANAGEMENT AND LEADERSHIP ML106 ML120 ML125 ML162 ML163 ML168 ML242 ML279 ML282 ML283 ML284 ML285 ML286 ML292 ML297 ML394 Time Management Strategic Thinking and Planning Developing a Winning Business Plan Marketing Your Programs and Organizations !UPDATED!! Branding Beyond the Logo: Increasing the Visibility and Value of Your Organization !UPDATED!! Social Media Intensive !NEW!! Building a More Inclusive Organization and Board of Directors !UPDATED!! Intermediate Grant Proposal Writing !NEW!! How to Negotiate: The Most Important Skill You Will Ever Learn! !NEW!! Advanced Negotiation: Mastering Difficult Conversations !NEW!! Influence Without Authority: Persuasion Skills You Never Knew You Had! !NEW!! Coaching For Transformation Coaching for Transformation: Advanced Skills for Individual and Community Change !NEW!! Managing Your Nonprofit for Results Leadership Tools for Achieving Excellence !NEW!! Advanced Leadership for Organization Transformation $750 $515 $475 $750 $1,340 $515 $515 $515 $235 $515 $515 $785 $730 $235 $845 $1,290 $485 $1,290 $515 $1,290 $235 $515 $235 $515 $515 $595 $1,290 $1,290 $785 $235 $235 $475 $475 $475 $475 $475 $235 $475 $595 $595 $300 $710 $475 $475 $235 $710 SINGLE-FAMILY AND SMALL BUSINESS LENDING Compliance Basics for Mortgage Lenders Single-Family Mortgage Lending: Origination through Funding Intermediate Underwriting for Micro and Small Business Lenders !UPDATED!! Tools and Strategies for Effective Pipeline Management Financial Analysis and Business Planning for Sustainable Lending Operations !NEW!! Sustainable Lending Operations Workshop: Financial Analysis and Business Planning for Your Loan Fund Effective Board Governance for Lending Operations !NEW!! Risk Management for Loan Funds in an Uncertain Environment !UPDATED!! Raising Debt and Equity from External Sources for Community Development Loan Funds 100 Level Fundamental course 200 Level Intermediate course 300-400 Level Advanced course $710 $475 $475 $235 $595 $300 $475 $475 $475 5 PHIL ADELPHIA, PA• AUGUST 17-21. 2015 LE115 LE207 LE241 LE270 LE275 LE277 LE320 LE374 LE376 Highlighted Symposium Courses W E D N E S D A Y, A U G U S T 1 9 , 2 0 1 5 • P H I L A D E L P H I A , P A HO925 Symposium: BUILDING PATHWAYS ›O S E C U R I T Y ›› S TA B I LI T Y ›› H O P E › W atch or read the latest news report and you’ll hear that the economy is on an upswing—unemployment rates are dropping, wages are rising and stability is returning to the housing market. Once again, opportunities for growth are abundant. While much of the nation exhales, some are reflecting on lessons learned; and sadly, others are still struggling for financial security. Are you aware of ground breaking techniques that encourage financial resilience to safeguard against unexpected life events or plan for the future? Do you have the tools and resources to engage people in financial capability services at critical life moments? Join us for a focused, day-long “deep dive” into the latest tools and approaches in the critical area of financial capability. Hear leading practitioners share the results of programs designed to address real household challenges. Gain a PHIL ADELPHIA, PA • AUGUST 17-21. 2015 6 TU PPOR N IT Y new perspective on the documented impact personal finance has on nearly every aspect of one’s life: decision-making, housing, education and health. If your desire is to help people not only solve financial problems as they arise, but become – in a truly sustainable way – financially resilient, this event is a must-attend. Be a part of the conversation on how to engage consumers at critical “life moments”— paying for college, entering the workforce, having a baby, or buying a home. From the middle-income earner living paycheck-topaycheck to the student anxious to begin building for the future yet burdened with student loan debt, these moments often lead people to examine their financial situation and look for tools and programs to help them reach their goals and improve their overall financial well-being. Recent research from the Consumer Financial Protection Bureau concluded that to have a sense of financial well-being, people need to have: • Control over day-to-day, month-to-month finances • Means to meet their financial goals • Capacity to absorb a financial shock • Financial freedom to make the choices that allow them to enjoy life TO FINANCIAL RESILIENCE During the symposium we will explore a myriad of approaches to building pathways to financial resilience and provide you with: • A deeper understanding of how American households manage their day-to-day finances and the implications for policy- and program-planning to serve these customers. • A comprehensive look at the unique “life moments” that compel people to question their financial capability. Hear from innovators who are using these touchstones to design programs and services to impactfully meet people’s financial needs. • The opportunity to speak directly with leading practitioners whose programs are breaking new ground in serving people with financial capability services. Learn about the innovative and effective resources and tools available to help strengthen financial capability programs. • Networking with regional and national peers offering financial capability tools and techniques across a variety of sectors. Come prepared to examine your organization’s current financial capability program – or ability to effectively launch this in-demand service. Be inspired by compelling success stories. And leave with a results-driven action plan. We’re excited about making a difference in your career, your program and your larger perspective on financial capability. This day has been uniquely designed for: • Executive directors/CEOs • Program managers and counselors • Financial coaches and counselors • Foundation and corporate funders • Municipal, state and federal government staff • Community development practitioners and consultants • Community leaders and organizers • Universities, community colleges, financial aid officers/administrators Build your week-long NTI experience around symposiumrelated topics with the following course offerings: • HO208 Building Skills for Financial Confidence NeighborWorks April 2015 survey indicated: • HO285 Transitioning Consumers: Counseling Clients to Take the Next Step • HO310 Financial Coaching: Helping Clients Reach Their Goals • HO109 Foreclosure Basics for Homeownership Counselors 24% = saving for retirement is their most important goal • ML162 Marketing Your Programs and Organizations • ML285 Coaching For Transformation To stay updated on the evolving agenda, and to register, visit NeighborWorks.org/training. 7 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 47% = current savings covered 3 months or less of expenses Q: What do you get when you cross Groupon, Living Social and NeighborWorks? A: An amazing opportunity to train your staff without breaking your travel or training budgets! 3 Can Learn For The Price of 2! SPECIAL OFFER Groupon + livingsocial + NeighborWorks At our Philadelphia, PA training institute, NeighborWorks is offering more than 100 courses, for professionals at all levels of experience, in many facets of community development. In other words, we have something for everyone looking to build skills and increase community impact. At this event, we’re pleased to provide a special offer for organizations that need training for more than one person. Pay full price for a week of training for two people in your organization — minimum $1,150 per person — and you can bring a third learner from your organization for free. There are no course restrictions (though some courses do sell out), but all three learners must be from the same organization. We’re limiting this offer to the first 50 organizations, so be sure to register today! CHOOSE FROM TWO WAYS TO TAKE ADVANTAGE OF THIS OFFER: • Register learners online at NeighborWorks.org/onlinereg, and then call us at (800) 438-5547 to have the fee waived for your free learner. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 8 • Fill out the registration form in this brochure, or available online at NeighborWorks.org/onlinereg, and fax all three together to us at (800) 834-3758. Be sure to include credit card information for the two paid learners, and write “FREE OFFER” in the payment section of your third learner. Questions? Call us at (800) 438-5547 or email us at nti@ NeighborWorks.org. LE T’S LE ARN TOGE THER IN PHIL ADELPHIA, PA IN T RODUCING ONE-WEEK CER T IFICAT IONS The Fastest Path to Skill Mastery and Career Growth With limited time and budget, you need an efficient way to build your professional skill set. The one-week certifications offered by NeighborWorks give you an ideal way to build competency in a specific subject matter area, and earn a certificate that will enhance your career credentials. Best of all, these one-week certifications can typically be applied toward our more comprehensive professional certificate program, which will significantly improve your professional standing. Community Engagement – Resident Leadership Trainer Certification Advancing community development objectives is an ongoing challenge. The one proven strategy is equipping neighborhood residents with the skills necessary to take initiative and lead. Resident Leadership Training certification is the path to empowerment that helps you meet that challenge, providing you with the tools to organize and run effective leadership development training programs. Required courses (plus final exam): • CB270 Training Techniques: Designing and Facilitating Successful Training • CB273 Community Leadership Development: Lessons from Successful Training Programs • CB275 Training Community Leaders: A Complete Curriculum Construction Basics • CP101 Affordable Housing Design and Construction Basics • CP141 Intro to Sustainable Building • CP199 Building Science Basics for Construction and Rehab Construction Management • CP124 Risk Management for Construction and Rehab • CP145 Project Management for Construction and Rehab • CP181 Housing Production Management Nonprofit Management and Leadership Certification Recognizing the unique sets of skills required to effectively lead a functional unit in an organization, NeighborWorks offers four specific one-week certifications in our Management and Leadership content area, reflecting four interconnected skill areas of the best leaders. Coaching • ML280 Coaching Skills for Managers • ML285 Coaching for Transformation Financial Management • ML250 Financial Management for Decision-Makers • ML252 Money and Mission: Ensuring Effectiveness and Sustainability through Successful Financial Leadership Marketing and Branding • ML160 Competitively Positioning Your Organization for the Future • ML162 Marketing Your Programs and Organization • ML163 Branding Beyond the Logo: Increasing the Visibility and Value of Your Organization Financial Capability, Housing Education and Counseling Certification Six certifications are offered by the NeighborWorks Center for Homeownership Education and Counseling. (See page 19 for details): • Pre-Purchase Homeownership Education • Post-Purchase Homeownership Education • Homeownership Counseling • Foreclosure Intervention and Default Counseling • Homeownership Counseling for Program Managers and Executive Directors • Financial Capability See NeighborWorks.org/training for full course descriptions. For more information on Certification Programs, visit NeighborWorks.org/careerenhancement 9 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Construction and Rehab Certification Do you want to know about affordable housing design and building? Interested in learning more about what your construction team means when they talk about the house being “balloon framed” or that the construction practices will incorporate a “rainscreen?” Do you ask yourself what’s all this talk about building science and the house as a system? Or, what you should know about green and sustainable building practices? The one-week certifications in Construction Basics or Construction Management will provide the answers you need to better understand and help you to better perform your job. Required courses (plus exam after each course): Highlighted Courses AF FORDABL E HOUSING AH183 Supportive Housing: Developing Solutions and Supporting Residents This course, designed by the Corporation for Supportive Housing, concentrates on funding specific to the development of supportive housing and reviews different models of providing supports to residents. It will look at increasing housing opportunities for the homeless, persons with chronic mental illness, and homeless Veterans as well as other special needs populations. AH280 Health and Housing - Connecting to the Health Care System for New Partnerships, New Opportunities This two-day course is designed for those interested in understanding new opportunities to build healthier communities. The course will provide an in-depth understanding of the connection between housing, community development and health sectors – using language that resonates with both the health and housing sectors. Research demonstrating the impact of housing and other social determinants of health will be reviewed. Potential tools to catalyze cross-sector collaboration will be identified. To facilitate partnerships with the health care sector, attendees will learn about financing and key business drivers in the healthcare system. Innovative programming at the nexus of health, housing, and community development will be highlighted. Multiple case studies from different regions of the country will show successful models and best practices. Finally, the course will describe evaluation methods and potential metrics. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg PHIL ADELPHIA, PA • AUGUST 17-21, 2015 10 AH248 Inclusionary Housing: Make it Work in Your Community Over 500 jurisdictions across the US have adopted inclusionary housing policies. Meanwhile, campaigns for more and stronger programs are still gathering momentum. So what is all the buzz about? What are the goals of inclusionary housing programs? Have they proven successful? This introductory session will give you a solid understanding of Inclusionary Housing policies and programs. You will learn from best practices by dissecting case study examples of real programs. And because there is no one-size-fits-all inclusionary policy, you will consider how market conditions and other factors can be taken into account in selecting program goals and design elements, resulting in distinctly different inclusionary housing programs. Then you will apply your new expertise by designing a new Inclusionary housing program for one strictly theoretical (but isn’t it awfully familiar?) jurisdiction. Highlighted Courses A S SE T M A N AGEMEN T AM240 Asset-Managing Your Risk: A Holistic Approach to Managing Your Property’s Financial and Physical Risk A significant portion of a property’s operating budget is devoted to insurance and managing the financial and physical risks relating to the property. Healthy asset management requires a holistic understanding of risk management, including how insurance works and is priced. This interactive course will provide an overview of how the insurance markets price multi-family housing, and what your organization can do to address and reduce its costs of risk and insurance covering: (1) Loss Mitigation overview and Loss Ratios (2) How Insurance Works – and how the markets price (3) Risk Transfer and Renter’ Insurance (4) Fire Prevention (5) Slips, Trips & Falls (6) Inspections (7) Incident Reports. This course is presented by Neighborhood Risk Management Corporation, and is recommended for financial managers and asset managers. AM261 Affordable Housing Leasing, Marketing & Customer Service Bootcamp Solutions This 2 day bootcamp is specifically designed for Affordable Housing Professionals who want to drastically improve their leasing and marketing skills, retain more residents and meet the ever increasing demands of competing with market rate communities. This highly interactive 2 day session addresses: • Improving leasing skills that will result in higher occupancy • Perception vs. Reality: De-Mything Stigmas and Stereotypes of Affordable renters and communities • How to lease and market with multiple programs and target markets • How to retain your residents and compete with market rate communities when rents are the same but amenities are less • How to lease and market without the fear of compliance • How to market on the skinny using outreach and other forms of low cost marketing ideas • How to identify the real obstacles. Have you ever heard or thought? “I need a concession” or “It’s the market” • How communication, customer. AM280 Creating a Sustainable Multifamily Portfolio and Building Your Organization’s Asset Management Culture This is a two day clinic for a senior asset manager along WITH a senior staff member responsible either for development or corporate financial strength i.e. CEO, CFO or Director of (Real Estate) Development. Dual registration is required for this high level, innovative, workshop clinic. The clinic will facilitate the assessing and strategizing of your multifamily portfolio to maximize the financial and mission impact of your real estate. It will provide participants with both the tools and the opportunity to re-think the role of multifamily housing within your organization and develop a plan to optimize your long term goals. The clinic is a very hands on working session that will require the advance preparation of spreadsheets showing your portfolio and organizational performance. To facilitate the preparation of these spreadsheets and maximize the value of the clinic, there will be a preparatory webinar offered the week before the clinic delivery date. All participants will be required to attend this webinar. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg 11 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information Highlighted Courses COMMUNI T Y ENG AGEMEN T CB235 Community Engagement Leadership, Supervision and Management Community engagement managers have a unique set of challenges. Leadership, initiative and the ability to build internal partnerships are critical. Accountability and outcome measurement can be less than straightforward. Convincing organizational leadership of the value-added or return on investment requires skillful “managing up,” and building internal and external organizational alliances is critical to strategic positioning. In this session, you will learn techniques for addressing each of these challenges. Through interactive exercises and sharing of experiences, you will explore strategies to find the best fit for your organization and its circumstances. This class is for senior community engagement professionals and anyone who manages community engagement programs, and is seeking to optimize resources for maximum and sustainable impact. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg CB225 Pathways to Self-Reliant Communities: Building on Our Assets Self-reliant communities have the internal strength to manage negative pressures and trends, and the organized capacity to advance democratically-defined empowerment, growth, and development objectives. These strengths and capacities are created through the community’s ability to focus on its assets –the gifts of individual citizens, the capacities of neighborhood associations and community-based organizations, and the often hidden strengths of local institutions as the foundation of community building. The course utilizes case-studies and practical exercises to provide participants with knowledge and skills to apply Asset Based Community Development approaches and techniques to community organizing, neighborhood revitalization, and the design and implementation of community services. We’ll emphasize strategies for on-going identification and development of community assets, and to make the asset-based approach an integral part of your organization’s culture. CB243 Intergenerational Community Building The promise of intergenerational community building lies in the intersection of four important current trends: a growing older population that seeks opportunities for connection and contribution; a “racial generation gap” in which the majority of older adults are white and an increasing percentage of youth are African-American, Latino, Asian-American and Native American; the need to strengthen the social compact that supports and connects people across the life span; growing recognition that community change requires new, more comprehensive approaches, not the isolated intervention of individual organizations. This two-day, experiential workshop is based on lessons learned from Communities for All Ages, a national, intergenerational community building initiative developed by the Intergenerational Center, Temple University, and currently operating in 20 sites around the country. The workshop explores the potential of intergenerational strategies to improve the well-being of all generations in a community, increase social connection, and promote lifelong civic engagement. Participants will leave with tangible strategies and skills for: • Building new organizational alliances and collaborations around critical community concerns; • Engaging residents of multiple generations in decision making and other leadership roles; • Creating places, practices and policies that support intergenerational interaction and connection; and • Employing a lifespan perspective to address local issues such as housing, economic development, health, safety, education, the environment and family support. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 12 Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information Highlighted Courses COMMUNI T Y ECONOMIC DE V ELOPMEN T ED127 Transit-Oriented Development Transit-oriented development is an increasingly popular approach to sustainable community development through the creation of compact, walkable communities that provide a mix of affordable housing and retail centered around a transit station. A 2005 national TOD market study by the Center for Transit-Oriented Development found the demand for compact housing near transit is likely to more than double by 2025 as a result of changing demographics and housing preferences. This course uses case studies and site visits with practitioners and leaders involved in local community-based TOD projects to help participants understand the value of transit-related development, identify challenges and develop the skills to plan a TOD project, including determining feasibility and sources of financing. ED144 Essentials of Microenterprise Development What is a microenterprise and how do we support their development in our community? This course will explore the field of microenterprise development and give you the skills and tools necessary to assist microenterprises that are in the planning to start-up phase of business. In addition to discussing the three basic elements of a good microenterprise development program – training, technical assistance, and micro-lending – you will have the opportunity to evaluate sample business plans and see what characteristics make for a strong and successful businesses. You will have the opportunity to practice some of the different development techniques learned in class and begin to hone your small business counseling and advising skills. The course will also include a discussion on microenterprise incubation and the power of creating a collective business support system for new entrepreneurs. ED220 Community Economic Development Learning Lab: Engaging Your Local Colleges and Universities Chances are your community has a college or university nearby with students, faculty, staff, and researchers just waiting to become meaningful and important volunteers, supporters, and even partners. But how do you engage them? And if you have engaged, how do you make the interactions more meaningful for you, the students and the college/university? This one-day session will challenge assumptions about working with colleges/universities, highlighting ways to develop long-standing partnerships. Through lecture, case-studies, and a facilitated panel showcasing successful examples, this course will explore the ways to engage, utilize and interact with college/ university staff and students so that you can more purposefully and strategically achieve your objectives and foster better community collaboration. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg 13 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information Highlighted Courses COMMUNI T Y A ND NEIGHBORHOOD RE V I TAL IZ AT ION NR253 The Good, the Bad and the Ugly: How Urban Design Can Make or Break Your Revitalization Strategy Bad urban design, like its consequences, is obvious. Good design, however, often goes unnoticed and even more frequently discounted as a critical element of effective revitalization—a “pie in the sky,” good thing to have if only we didn’t have more important things to worry about. In this class we examine urban design as tool for revitalization, for building community and ensuring a safe public environment. We’ll explore how urban design reflects social and economic imperatives, and cultural values. We’ll review urban design models to understand their positive and negative impacts on the form of cities and neighborhoods, and use the knowledge in a case study to identify the negative consequences of bad design and to develop design-based strategies for revitalization. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg PHIL ADELPHIA, PA • AUGUST 17-21, 2015 14 NR115 Developing High-Impact Neighborhood Revitalization Strategies This is a course about aligning specific actions to achieve a neighborhood vision. It is designed for practitioners, policy makers, and funders who want to achieve greater neighborhood impact through their revitalization work. This course provides a practical approach to neighborhood change that acknowledges and works with market forces to attract the kinds of investments neighborhoods need. The course features a neighborhood site visit and hands-on work assessing neighborhood conditions, developing outcomes and strategies, and planning around potential obstacles to achieving change. This course has a heavy emphasis on implementation and participants will take home useful tools and resources that can inform their work on the ground. NR118 Working with Tenants and Small Landlords to Revitalize the Neighborhood With a national homeownership rate of nearly 65%, in the average neighborhood at least 1 in 3 residences are occupied by a renter. In fact, market and other forces can cause rental housing investment to be concentrated in certain neighborhoods more than others, sometimes creating significant market and social stresses. To successfully sustain or create a healthy neighborhood, revitalization strategies must pay close attention to rental housing. This course explores a variety of complimentary strategies to ensure a strong rental market and a well-kept rental housing stock that makes a positive contribution to neighborhood livability and aesthetic standards. Join us in exploring how to work with landlords, especially small investors, to build their capacity to successfully manage their property for a solid return on investment, to plan for and finance physical improvements, and to become management partners with their tenants. The course also examines strategies that help tenants become engaged stakeholders in the neighborhood by empowering them to partner with landlords, neighborhood organizations and public agencies, and, when necessary, to utilize enforcement mechanisms to ensure a healthy and safe housing and community environment. NR121 Measuring the Impacts of Your Revitalization Work Maybe you know the neighborhood is looking better, more people are getting involved in community activities, and you have a sense that things are getting better, but how do you really know you are achieving the results you intend? Are you able to leverage your experience, to learn from your work to improve the design and implementation of your programs and strategies? This is a new, fully integrated evaluation and measurement course. You’ll learn about logic models, theories of change, participatory evaluation, and evaluation design and implementation—including assessment of your internal technical and financial capacity for evaluation. In a laboratory setting we will: define and learn to use appropriate indicators for particular goals and intervention strategies; understand and design data collection methods and tools such as surveys, focus groups, interviews, and direct observation; and learn to identify and use appropriate secondary data sources. Practical exercises will provide you with a comprehensive understanding of the dynamic relationship between data collection methodologies, and data integrity and reliability. We will also explore the different data analysis and interpretation needs of different audiences. The laboratory will also provide you with the opportunity to practice interpreting and presenting results to specific audiences with particular interests. This course, NR121, is offered jointly with CB200. Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information Highlighted Courses CONS T RUC T ION A ND REH AB CP141 Introduction to Sustainable Building Have you been hearing about green building, sustainability or high-performance construction, but can’t figure out exactly what that means? Maybe your new funder has issued a mandate that all projects using their support be green certified. Perhaps you want to learn ways to convince your organization to offer sustainable construction services, or you are trying to identify the best program for your organizational green certification needs. Or maybe you believe green is a bad word and should not be used in the realm of construction, but you relate to high-performance, best practice construction and want to learn more about those strategies and techniques. If you responded “yes” to any of these statements or you simply have an interest in learning more about sustainable construction practices, then this is the course for you! CP141 Introduction to Sustainable Construction provides participants with a solid background in the field of high-performance, best practice and sustainable construction tactics. This informative two-day course will define sustainable construction and review programs and tools available for implementing high-performance construction practices on your projects. Using a threaded case study with realworld examples, participants will learn common terminology and procedures used by green building programs, and what to look for when working on a sustainable construction project. Participants will actively engage in evaluating traditional construction methodologies against sustainability measurements to effectively problem solve and identify workable solutions. You won’t want to miss this fun-filled, highly interactive class. Join us so you can create the change you want to see in our construction industry while providing a sustainable, healthy and affordable home! CP155 Business Management and Marketing for Construction and Rehab Need to better understand how to run your line of business? Interested in learning how to establish a construction or housing rehab line of business? What are the challenges in running this line of business? What are the best practices? This course will provide the critical elements, tools and tips to successfully develop, manage and market a business successfully. Learn the building blocks that lead to a solid foundation for managing a small business – and make no mistake, you are running a business! CP221 Single Family Development: Success in Perilous Times Many nonprofits have ventured into single family housing development as a key component of neighborhood revitalization, building both scattered site homes and new subdivisions. But, in this post sub-prime lending meltdown era, this can be risky business. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg This two-day course provides an overview of the fundamental components of successful development practices and covers feasibility analysis, understanding your market, assembling the development team, securing project financing, obtaining local approval and completing the sales transaction. Methods of reducing project cost and minimizing risk are also discussed. In addition, a hands-on half-day tour of successful single family developments will be conducted by a local not-for-profit organization in the host city. The course is designed as a primer for construction managers, or any other development staff who may not have geared up for single-family development in the past, but are considering or about to embark on a single family development project in the near future. This is the first of three courses in the single family new construction series. Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information 15 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 CP223 Single Family Development: New Construction, from Foundation to Sale This course provides a one day snapshot of the home building process coupled with a virtual tour of a home under construction. While designs, materials and techniques may vary from location to location, the “nuts and bolts” of construction remain the same. This course will review design issues, energy conservation measures and green building options, and will track the construction of a new home under construction from footings, foundation, framing and systems, to final punch-list and move-in. The course is designed for construction managers, or any other development staff that may not have geared up for the new construction process in the past. This is the second of three courses in the single family new construction series, but can also be taken as a free-standing course. Highlighted Courses F IN A NCI AL CAPABIL I T Y, HOUSING EDUCAT ION A ND COUNSEL ING Presented by NeighborWorks Center for Homeownership Education and Counseling (NCHEC) What is Financial Capability? Certification in Financial Capability. For details visit NeighborWorks.org/ nchec/certification. NeighborWorks combines financial education, financial counseling and financial coaching to help individuals and families navigate life’s events, set financial goals and build towards them. Types of Financial Goals Managing finances Adjusting daily spending Developing a savings plan Understanding credit Are you initiating a financial capability program or expanding your existing one? For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg From beginning to advanced levels, NeighborWorks financial capability training provides the skills needed to plan, deliver and evaluate effective financial capability services. NTI or PBT (in-person training): • HO208 Building Skills for Financial Confidence • HO209rq Delivering Effective Education for Today’s Consumer • HO310 Financial Coaching: Helping Clients Reach Their Goals • HO370 Financial Coaching Advanced Practicum: Taking Your Practice to the Next Level eClassroom, eLearning or Virtual Classroom (faculty-led or self-paced online learning): • HO208el Building Skills for Financial Confidence (eLearning) • HO212VC Measuring the Impact of Financial Capability Programs (virtual classroom) • HO008WT Financial Coaching: Promising Practices for Successful Programs (eClassroom Express Webinar Training) • HO010 Understanding the Skills Needed to be a Successful Financial Coach (eClassroom Express Webinar Training) Get detailed information about financial capability courses when you visit us at Neighborworks.org/ FinancialCapability. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 16 Our newest NCHEC course: HO200 Building Competency for HUD Housing Counseling Certification (NEW) Get ready to be successful in meeting HUD’s (pending) counselor certification requirements. Advance your learning of basic skills or refresh your knowledge in the six essential competency areas, including financial management, housing affordability, fair housing, property maintenance, rental housing and mortgage delinquency. This 2-day interactive classroom course offers useful information, tools and relevant activities to support practical application as you prepare for the (pending) HUD counselor certification exam. Highlighted Courses DODD-F R A NK WAL L S T REE T REFORM A ND CONSUMER PRO T EC T ION AC T The Dodd-Frank Wall Street Reform and Consumer Protection Act requires counseling organizations and individual counselors be certified by HUD as competent to provide counseling services. To meet this requirement, individuals working with a participating agency, must demonstrate competency by passing a standardized written examination covering six major areas of housing counseling including: • Financial Management • Property Maintenance • Fair Housing • Housing Affordability • Responsibility of Homeownership and Tenancy • Avoiding Delinquency/Default Eviction At this event, NCHEC offers a complete curriculum of courses that provide the essential training you need to expand your knowledge and prepare to meet this requirement. Course Mon-Tues Wed Thu - Fri HO103 Lending Basics for Homeownership Counselors • 3 days HO105 Compliance with State and Federal Regulations • 2 days HO109 Foreclosure Basics • 2 days HO110 Introduction to Housing Counseling • 3 days HO120 Identifying Potential Mortgage Abuse and Fraud • 2 days HO200 Building Competency for HUD Housing Counseling Certification • 2 days HO208 Building Skills for Financial Confidence • 2 days HO208c Building Skills for Financial Confidence • 2 days HO209rq Delivering Effective Financial Education for Today’s Consumer • 3 days HO211 Credit Counseling for Maximum Results • 3 days HO213 Fair Housing – What Housing Professionals Need to Know • 1 day HO229 Homebuyer Education Methods • 5 days HO247 Post-Purchase Education Methods • 5 days HO250 Homeownership Counseling Certification • 5 days HO265 Counseling Clients Seeking Rental Housing • 1 day HO285 Transitioning Consumers: Counseling Clients to Take the Next Step • 2 days HO307 Advanced Foreclosure Case Study Practicum • 2 days For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg HO345rq Foreclosure Intervention & Default Counseling Certification, Part I • 5 days NeighborWorks friendly eClassroom Express is another convenient, cost-friendly way for housing counseling professionals to prepare to meet the competency requirement. Our faculty-led webinar training lasts 90 minutes and includes resource materials, check-and-reflect activities, interactive polling, and a Q & A session. To view the schedule and register, visit NeighborWorks.org/eclassroomexpress. HAS YOUR AGENCY ADOPTED THE NATIONAL INDUSTRY STANDARDS FOR HOMEOWNERSHIP EDUCATION AND COUNSELING? 17 Organizations are encouraged to adopt the Standards to demonstrate their commitment to serving the needs of their clients and improving communities. In addition, the Standards promote sustainability for organizations that adopt them by reassuring funders and fee-paying clients of the quality and consistency of their services. To learn more about the Standards and how to adopt them, visit www.HomeownershipStandards.org. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 The Standards and accompanying Code of Ethics and Conduct represent a baseline of quality for homeownership and foreclosure intervention education and counseling. We have homeownership counselors covered. Online. www.CounselorMax.com Harness the power of accurate, efficient client management and reporting in our CounselorMax® courses. It’s the ideal opportunity to boost your knowledge, improve proficiency or get familiar with the full spectrum of CounselorMax® capabilities. Organizations and professionals who have completed CounselorMax ® training know how to: • • • • Meet New Form HUD-9902 reporting requirements with CounselorMax® Create and analyze Management Reports to optimize their services Successfully manage their pipelines Demonstrate their organization’s impact to prospective funders HO220 Client Management and Tracking with CounselorMax ® !UPDATED!! New CounselorMax® users learn to create and manage client files, data entry requirements and automated case management activities. The course now covers new functionality including: Financial Progress profile, which allows you to show the positive impact of your counseling program using key client data; Management Reports, which helps you monitor business activities and plan according to your pipeline; and HUD 9902 data fields and report for FY15. (3-day course). HO324 Advanced Reporting and Customization for CounselorMax ® !UPDATED!! In this computer lab course, experienced CounselorMax users learn how to customize data points, create customized reports and illustrate your organization’s impactful results. The course now covers the new HUD 9902 data fields and report for FY15, which can be electronically transmitted to HUD; a greater focus on NFMC reporting as well as the FY15 NeighborWorks America Quarterly Report; and Management Reports, which allows you to monitor business activities and plan according to your pipeline. Prerequisite: HO220. We recommend that you complete prerequisite coursework at a prior training event. Complement your CounselorMax ® learning with: HO230 Maximizing Client Workflow for Greater Business Results In this 2-day course, learn how to increase counseling capacity, develop effective time management skills, utilize client management systems (including CounselorMax® and Home Counselor Online) to increase efficiencies, and develop and manage client pipelines. Designed for counselors, managers, and administrative support staff. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 18 HO248 Program Compliance & Reporting for HUD-Approved Counseling Agencies Housing counselors and managers will learn about program components, counseling plans, conflict of interest, record keeping, reporting and performance monitoring guidelines to comply with the program requirements for the successful delivery of HUD’s Housing Counseling Program based on the most current HUD Handbook. Visit NeighborWorks.org for more detailed course descriptions and training information. ADVANCE YOUR CAREER WITH NCHEC CERTIFICATIONS S erving the needs of aspiring and existing homeowners as well as individuals and families seeking economic security is a challenge, especially in today’s tough economy. NeighborWorks Center for Homeownership Education and Counseling (NCHEC) certifications help you to meet that challenge and demonstrate your commitment to excellence in the field. NCHEC offers homeownership and financial capability practitioners six certifications, each of which adheres to the National Industry Standards for Homeownership Education and Counseling. •Pre-Purchase Homeownership Education: For educators who deliver a comprehensive homebuyer education training in a group seminar or workshop format. •Post-Purchase Homeownership Education: For counselors who facilitate post-purchase seminars and workshops. •Homeownership Counseling: Certification in one-on-one housing counseling. •Foreclosure Intervention and Default Counseling: An advanced level certification for professionals with at least one year of specific foreclosure intervention counseling experience. •Homeownership Counseling for Program Managers and Executive Directors: Designed specifically for professionals at the management level. •Financial Capability: For professionals seeking to master the skills necessary to develop or integrate financial capability services. To learn about NCHEC certification requirements, including which classes will get you on the path to certification, visit NeighborWorks.org/nchec/ certification. NCHEC T R AINING SCHOL ARSHIPS Citi Foundation National Foreclosure Mitigation Counseling 19 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 A number of scholarships are available for Financial Capability, Housing Education and Counseling courses at this training institute and at other training events around the country. Most scholarships provide free tuition and lodging for eligible staff of 501(c)(3) organizations. To find out about these and other scholarship opportunities, go to NeighborWorks.org/scholarships. ESSENTIAL TOOLS TO ENHANCE YOUR HOMEOWNERSHIP COUNSELING PROGRAM Realizing the American Dream 4th edition (updated) Teach prospective homebuyers the entire homebuying process. Our comprehensive student manual includes critical information on money management, understanding credit, securing a loan, and shopping for a home. We also offer a helpful teaching companion, Realizing the American Dream, Trainer’s Manual. Available in English, Spanish, Mandarin, Chinese and Vietnamese. Keeping the American Dream 2nd Edition Help new homeowners remain confident and secure about their recent purchase with valuable information on remaining financially stable, maintaining and improving their homes and ways to build their community. Available in English, Spanish, Mandarin Chinese and Vietnamese. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 20 Available online at NeighborWorksStore.org Highlighted Courses NONPROF I T M A N AGEMEN T A ND L E ADERSHIP ML282 How to Negotiate: The Most Important Skill You Will Ever Learn! Improving our communication skills is a lifelong commitment. The ability to come to mutually acceptable agreements with other people is a skill that is applicable in our professional and personal lives. During this session you will learn a series of negotiation skills that you will be able to apply in a number of situations. As a result of this session you will be able to conduct negotiations with confidence; become a better leader and team builder; create stronger negotiating positions; adjust your negotiation style for different situations and improve relationships. We will have opportunities to apply the negotiating tools through a series of practice negotiations based on real scenarios we are facing in our work. ML284 Influence Without Authority: Persuasion Skills You Never Knew You Had! This course will help participants understand how to influence, motivate and lead individuals and teams to resolve issues and meet project goals efficiently, effectively and collaboratively. It is designed to help participants understand their own sources of influence and how to influence clients, colleagues and teams even when you do not have the authority to mandate compliance. We will look at proven tools and frameworks including relationship mapping, the ladder of understanding, and knowing your and their influence currencies. This highly interactive course will provide participants with opportunities to create a personal action plan to implement upon returning home. ML297 Leadership Tools for Achieving Excellence This course will provide an overview of the key concepts, approaches and frameworks of the NeighborWorks Achieving Excellence program (“AE”), including walking you through the creation of a performance challenge and some of the most interesting up-to-date research and information. This course would be particularly relevant to graduates from the early classes of Achieving Excellence that would like a refresher; the partners, staff or board members of past or present AE participants; and others that have heard about Achieving Excellence and would like to know more about it. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg 21 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Select courses are now available for AICP continuing education credit. Visit www.planning.org/aicp for more information Highlighted Courses SINGL E-FA MILY A ND SM AL L BUSINE S S L ENDING Recognizing the need for a comprehensive set of cutting-edge courses to focus specifically on the important work of nonprofit lenders, NeighborWorks launched a focused learning area to complement our other offerings. Whether you are looking to strengthen an existing loan fund or start a new lending line of business, the Single-Family and Small Business Lending track features courses to help your organization build its capacity and ensure a successful lending operation. Designed expressly for Community Development and Financial Institutions (CDFIs), loan funds and non¬profit organizations with a lending line of business. This coursework will give you the knowledge and skills you need to ensure your nonprofit lending practices are efficient and effective. The courses are relevant for first mortgage and rehab lenders as well as those focused on microenterprise and small business financing. LE241 Intermediate Underwriting for Micro and Small Business Lenders This intermediate level course is designed for lending practitioners who have had some prior experience with lending to businesses or managing revolving loan funds. Participants will learn and employ the analysis techniques of finance professionals—the five Cs of credit. Participants will analyze financial statements and other types of financial information using a variety of commonly used financial ratios and will discuss both the benefits and limitations of these methods. Participants will learn how to structure loans to mitigate different types of risks. This course will be highly interactive, allowing participants to relate their own lending experiences to the case studies and other examples that will be used in class. Emphasis will be placed on working in groups so participants can be exposed to the analysis techniques and lending philosophy of others in the private nonprofit sector. For a complete list of course offerings for this institute, check out the course grid on pages 4 and 5. To read full course descriptions for each content area and to register online, visit NeighborWorks.org/ onlinereg LE275 Financial Analysis and Business Planning for Sustainable Lending Operations As a nonprofit loan fund manager, how do you maximize your mission impact while keeping the lights on? Changes in loan asset design make huge differences in cash position, net surplus, and sustainability. Trade-offs between mission and financial sustainability should be made explicit. In this hands-on course, participants will: --study the drivers of financial return and the key financing and deployment decisions facing all nonprofit loan fund managers, --gain experience in reading a nonprofit loan fund’s financial statements, --learn how nonprofit loan funds can improve the clarity of their financial reporting, --evaluate the financial performance and sustainability of a nonprofit loan fund using the standard financial metrics and ratios used by analysts in the lending/investing sector, --use an Excel-based financial model to project 7 years of future financial performance for a loan fund and explore how varying assumptions of asset (loan) design, capitalization choices, and line of business operating expense affect the organization’s annual cash flow and net assets, and --learn how to systematically apply these concepts in their financial planning to better manage staff and financial resources in order to maximize mission impact while building a sustainable organization. Some prior experience with Excel, and the ability to read a balance sheet and income statement, are required. LE320 Effective Board Governance for Lending Operations This two-day course focuses on what it takes to ensure that your board of directors is working effectively to support the work of your CDFI or lending operation. Participants will look at key board roles and responsibilities, and reflect on their board composition and alignment with organizational growth. Participants will also examine the different information, tools, resources, and structures that the board needs to do its job effectively, including training, committee structures, loan policies, reports, ratios, and dashboards. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 22 LE374 Risk Management for Loan Funds in an Uncertain Environment Designed for CEOs, CFOs, portfolio and risk managers, and other senior management of CDCs, CDFIs, and nonprofit loan funds, this advanced course focuses on risk management -- post-closing -- at the organizational level, the loan portfolio level, and the loan level. Participants will identify risk factors common to many loan portfolios and unique to their own portfolio; will learn techniques for quantifying, reporting and monitoring risks; and will develop skills in mitigating risks and reducing losses. Examples will be drawn from small business, real estate development, and home mortgage loan funds, but the principles discussed will be applicable to all loan funds. The course will emphasize best practices in building a risk management system, including organizational structures, loan policies to control risk, process mapping, documentation standards, insurance, risk rating systems, loan loss reserves, and loan covenants. ESSENTIAL SERVICES AND TOOLS TO OPTIMIZE YOUR IMPACT Organizational Assessments Training and Professional Development Leadership and Organizational Performance Programs T TRAINING IS JUST THE START o efficiently and effectively achieve your mission, you need increasingly sophisticated knowledge, skills and tools. But how do you know which ones? How can you tell where you and your organization need to focus in order to maximize your impact? And how do you know what kind of impact you’re really having? To complement our comprehensive range of in-person and online training, NeighborWorks offers personalized consulting services and products to help you figure out where you are – and where you need to be. NeighborWorks Organizational Assessment Services Our reviews provide organizational leaders the information and recommendations they need to strengthen their organization – financially, operationally and programmatically. Expert consultants thoroughly evaluate six key functional areas through document review, data collection, interviews and other methodology. The ultimate outcome is a detailed report that fully describes your organization’s capacity and strengths, and identifies opportunities with actionable recommendations – recommendations that represent proven best practices and the latest innovations in the field. • Unbiased • Customizable • Confidential • Results-focused • Consulting and technical assistance A leading outcome evaluation group for the nonprofit arena, Success Measures provides the skills, tools and technology needed by organizations, • Selection of more than 250 customizable funders, and partners to effectively demonstrate results, improve programs, measurement tools and communicate stories of change. Guided by our participatory approach, we offer comprehensive support throughout the evaluation process – from • Success Measures Data System, web-based planning and design to implementation and follow-up; a full suite of platform redesigned in measurement tools; and the Success Measures Data System, our specialized 2013 to help manage technology to help you conduct evaluations efficiently and affordably. www.successmeasures.org all phases of evaluation 23 PHIL ADELPHIA, PA • AUGUST 17-21,2015 Measuring Outcomes and Impact • Time-tested NeighborWorks.org/oas Success Measures® Nonprofit Tools and Resources • Comprehensive ei unit y Br ing in mm gN Co “The information shared this week will (assist) hundreds . . . In communities throughout the state. These citizens will experience an improved quality of life which will in turn improve each community in which they live. This type of education is a true humanitarian value.” I n response to the increased demand for high-quality community development training, NeighborWorks America presents local/regional “placebased” training, conducted by in communities across the country. These events deliver the same — Place-based training participant high-quality knowledge- and skillbuilding participants enjoy at our training institutes, while allowing organizations to minimize costs, maximize training budgets, and learn together with their community partners. Place-based training is available for all the courses in our catalog, and it’s easy to arrange. Best of all, it’s reasonably priced — high-quality skill-building right in your community is now an affordable possibility. PHIL ADELPHIA, PA •AUGUST 17-21, 2015 24 Yo ur g o b h ks Training r o to rW How to Bring NeighborWorks Training to Your Community Organizations can request a NeighborWorks place-based training event in their community with one or more courses selected from our course catalog. Fees are based on the courses and number of training days — significantly lower than comparable training market rates, and the cost of sending multiple individuals to a Training Institute with travel expenses. Services can be scaled up or back according to your specific needs: from simply sending a trainer and materials for a single course, to building a special week-long event with multiple courses and meeting planning services and meals. For more information and to fill out a request for Place-Based Training form, go to NeighborWorks.org/ placebasedtraining. How to Learn at a Place-Based Training Event NeighborWorks offers place-based training events throughout the year and across the country at the request of major partners like Wells Fargo, state HFAs, HUD and the NFMC (National Foreclosure Mitigation Counseling) program. In some cases events are invitation-only, and other events are open to participants who meet certain admission requirements (e.g., the participant’s organization is HUDapproved, or the organization is a 501(c) (3)). Typically, training events are scholarship-based — anyone who meets the eligibility requirements can apply for a scholarship, which often provides free tuition and lodging. To see a current list of place-based training events and to apply for a scholarship, if you qualify, visit us at NeighborWorks.org/scholarships. REGISTRATION AND ACCOMMODATION INFORMATION FOR NON-NEIGHBORWORKS ORGANIZATIONS, PHILADELPHIA, PA Pre-event registration Participants who submit their registration form by the early-bird deadline of July 7, 2015 can deduct $50 from the registration fee. Forms received after this date will be assessed the $100 registration fee. Forms will be accepted through July 27, 2015. After this date, participants wishing to take courses at this event must wait to enroll during the onsite registration. To register for courses, locate the classes you wish to take and indicate your first and second choices for each day on the registration form. Use both course letters and numbers. Also, list the tuition for each first choice course only. Complete the entire form and mail or fax to NeighborWorks America. Register early; classes fill up quickly, and we cannot guarantee onsite or late registrants the classes of their choice. We recommend you do not confirm your travel and accommodations until you receive confirmation of your enrollment in selected courses. Online registration Instead of mailing or faxing a registration form, consider signing up through our online registration system. Participants choosing to use the online system will be able to access their online transcript history, update profile information, streamline payment transactions and make course registration changes. Access the online registration tool at NeighborWorks.org/onlinereg. As a first time user to this online tool, you will need to create a user profile before registering. Onsite registration Onsite registration opens on August 16, 2015 at 3 p.m. Check daily hours of operation onsite. All participants must stop by the onsite registration to pick up their registration packets before attending courses. Your packet will have the most updated information about courses, locations and events. Payment policy Institute courses and symposia are individually priced. A $100 registration fee must be added to the final tuition total. If you submit your registration form by the early bird registration deadline, you can deduct $50 from the registration fee. Tuition and registration fee include courses, materials and site visits (where applicable), afternoon workshops, networking opportunities, light daily continental breakfast and refreshments. Payment is due with your registration form and may be made by check, Visa, MasterCard or American Express. If your organization requires a purchase order, we will bill you and hold your registration form until July 27, 2015, to allow for receipt of payment. All tuition and registration payments must be received in full before obtaining a confirmation packet prior to the event. Refund/cancellation policy Notice of cancellation must be received by July 27, 2015 to receive a full tuition refund. The $100 registration fee is non-refundable. If cancellation notice is received after July 27, 2015 and up to 5 days before the start of the event, NeighborWorks America will assess a $150 cancellation fee and provide a tuition credit voucher for the balance. The credit voucher expires if not used within one year of issuance. If a cancellation notice is received less than five business days prior to the event, or if you do not complete your coursework, no refund or credit voucher will be issued. NeighborWorks America reserves the right to cancel any course at any time. If your course is canceled, you may choose another course or request a tuition refund. Other than refunding your tuition in the event that the course you chose is cancelled, NeighborWorks America is not liable to you for any other damages, including, without limitation, any obligation to provide a refund for any travel and/or lodging costs associated with attending any NeighborWorks event or other direct, indirect or consequential damages. Substitution requests will be accepted up to July 17, 2015, and requests are subject to course(s) availability. Scholarships Limited scholarship assistance may be available to staff, board members and volunteers of nonprofit organizations. To see a list of available scholarships for this event, visit NeighborWorks.org/scholarships. Applicants may not apply for more than one scholarship program at a time and organizations should not submit more than two scholarship applications per event. If you are awarded a scholarship and fail to cancel it or are a no-show to the event, your scholarship eligibility may be revoked for a period of 12 months. Scholarships are not transferable. Accommodations The following hotels will host the NeighborWorks Training Institute: Philadelphia Marriott Downtown 1201 Market Street Philadelphia, PA 19107 (215) 625-2900 www.marriott.com/hotels/travel/phldt-philadelphia-marriott-downtown Hotel rates: $142 Single or Double Loews Philadelphia Hotel 1200 Market Street Philadelphia, PA 19107 (215) 627-1200 www.loewshotels.com Hotel rates: $142 Single or $167 Double Courtyard Philadelphia Downtown 21 North Juniper Street Philadelphia, PA 19107 (215) 496-3200 www.marriott.com/hotels/travel/phldc-courtyard-philadelphia-downtown Hotel rate: $142 Single or Double A number of sleeping rooms are available for institute participants on a first-come, first-served basis at the special rate plus an additional percentage for city and lodging tax. Review your registration confirmation for specific details about your registration and course locations. Call the hotel directly to make your hotel reservations by July 27, 2015 and be sure to ask for the NeighborWorks Training Institute rate. There are many fraudulent companies who may contact institute participants and represent themselves as a “housing bureau” or something of the like, and may ask for credit card numbers. These companies are NOT authorized by us!. Special needs If you have special needs addressed by the Americans with Disabilities Act, notify us at least one month prior to the event. Attendance and Certificate policy Courses start promptly and conclude on time, except for Friday, when courses end at 2:30 p.m. Certificates of completion are awarded only to participants who complete 100% of the course. Photo, Audio and Video Recording Releases By entering the event premises, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on websites, or any other purpose by NeighborWorks America and its affiliates and representatives. You waive all rights you may have to any claims for payment or royalties in connection with any exhibition, streaming, web casting, televising, or other publication of these materials, regardless of the purpose or sponsoring of such exhibiting, broadcasting, web casting, or other publication irrespective of whether a fee for admission or sponsorship is charged. You also waive any right to inspect or approve any photo, video, or audio recording taken by NeighborWorks America or the person or entity designated to do so by NeighborWorks America. You release NeighborWorks America, its officers and employees, and each and all persons involved from any liability connected with the taking, recording, digitizing, or publication of interviews, photographs, computer images, video and/or or sound recordings. 25 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 CUS T OMER SERV ICE Call: (800) 438-5547 Fax: (800) 834-3758 E-mail: [email protected] Online Registration available — NeighborWorks.org/onlinereg Substitution policy REGISTRATION FORM FOR NON-NEIGHBORWORKS ORGANIZATIONS, PHILADELPHIA, PA Register for this Training Institute online at NeighborWorks.org/onlinereg OR mail or fax this form to the NeighborWorks Training Institute. (Please print or type. Illegible or incomplete forms delay the registration process.) Preferred First Name On Your Badge _________________________________________________________________ ❍ Mr. ❍ Ms. Last Name_______________________________________________________ First Name_____________________________________________ (TSA Secure Flight, provide your legal name, exactly as it appears on your government-issued photo identification document) Title______________________________________________________________________________________________________________________ Organization________________________________________________________________________________________________________________ Address___________________________________________________________________________________________________________________ City_____________________________________________________________________________State____________Zip_________________________ Phone (day)____________________________________________________________ Fax__________________________________________________ E-mail address______________________________________________________________________________________________________________ ❍ Check if you do NOT wish to receive e-mail from us regarding training institute events and programs. ❍ Check if you have special needs addressed by the Americans with Disabilities Act. Please specify:_______________________________________________ ❍ Check if you have attended a training institute before. Which of the following best describes your organization? ❍ government agency ❍ community-based development organization ❍ financial institution ❍ tribal government or tribal nonprofit ❍ faith-based organization ❍ other_______________________________________ Check if you are a ❍ board chair ❍ board treasurer ❍ board member Which of the following best describes your race? Please choose all that apply. ❍ American Indian or Alaska Native ❍ Asian ❍ Black or African-American ❍ Hispanic or Latino ❍ Native Hawaiian or Other Pacific Islander ❍ White ❍ Other ❍ Check if you work in a HUD-approved housing counseling agency. Your 5-digit HUD number ___|___|___|___|___ Courses Requested Use both course letters and numbers. Please include second choices in case your first-choice courses are full. Monday and Tuesday Wednesday Thursday and Friday First Choice # $ # $ # $ (Course # | Course $) Second Choice (Course # only) # First Choice Tuition Total = $ __________ # # 100.00 Nonrefundable/nontransferable/registration fee = $ __________ Early-Bird Registration Discount (deduct $50 if form is submitted by July 7, 2015) Payment must accompany your registration form. Faxed registrations must include credit card information and authorized signature. See payment policy. ❍ Check enclosed (payable to NeighborWorks America). Check number_______________________________ ❍ Purchase order must be attached. Purchase order number______________________________________ PHIL ADELPHIA, PA • AUGUST 17-21, 2015 ❍ Visa ❍ MasterCard ❍ American Express = $ __________ REGISTER BY JULY 7, 2015, AND SAVE! Payment Information 26 Total Balance Due = $ __________ (Purchase orders will be accepted until July 27, 2015.) Card # ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Exp. date___ ___ /___ ___ (mm/yy) Name as it appears on card___________________________________________________ Authorized signature _____________________________________________________ Fax registration with credit card information to: (800) 834-3758 Mail registration and payment to: Neighborhood Reinvestment Training, PO Box 418630, Boston, MA 02241-8630 (This is a P.O. Box and cannot receive Fedex shipments.) FINAL PRE-REGISTRATION DEADLINE — JULY 27, 2015 ❍ On occasion, NeighborWorks® Training Institute shares your name and address with other organizations that are involved in nonprofit management and community development so that they may send you information about other products and services that may be of interest to you. If you are not interested in having us share your name, address, telephone number, fax number, and e-mail address with such organizations, please check the circle to the left of this disclosure statement. Rest assured that NeighborWorks® Training Institute honors your privacy and respects your wishes. NEIGHBORWORKS NETWORK PARTICIPANTS REGISTRATION AND ACCOMMODATION FORM, PHILADELPHIA, PA Register for this Training Institute online at NeighborWorks.org/onlinereg OR mail or fax this form to the NeighborWorks Training Institute. (Please print or type. Illegible or incomplete forms delay the registration process.) Preferred First Name On Your Badge___________________________________ ❍ Check if you’re a NeighborWorks® Program AmeriCorps* VISTA member. ❍ Mr. ❍ Ms. Last Name_______________________________________________First Name________________________________________________ (TSA Secure Flight, provide your legal name, exactly as it appears on your government-issued photo identification document) Title_______________________________________________________________________________________________________________________ Official Network Organization Chartered Name________________________________________________________________________________________ Address____________________________________________________________________________________________________________________ City__________________________________________________________________________________ State___________________ Zip___________ Phone (day)_______________________________Fax___________________________ E-mail address__________________________________________ ❍ Check if you do NOT wish to receive e-mail from us regarding training institute events and programs. ❍ Check if you have special needs addressed by the Americans with Disabilities Act. Please specify: _______________________________________________ Which of the following best describes your race? Please choose all that apply. ❍ American Indian or Alaska Native ❍ Asian ❍ Black or African-American ❍ Hispanic or Latino ❍ Native Hawaiian or Other Pacific Islander ❍ White ❍ Other Check if you are a ❍ board chair ❍ board treasurer ❍ board member ❍ Check if you work in a HUD-approved housing counseling agency. Your 5-digit HUD number ____|____|____|____|____ Courses Requested Use both course letters and numbers. Please include second choices in case your first-choice courses are full. Monday and Tuesday Wednesday Thursday and Friday First Choice # # # # # Second Choice # Tuition and Fees $475.00 = $ _________ ❍P ay Own Expenses (POE) (Please check here if you are not using a training institute slot and are arranging for your own travel and accommodations. (DO NOT COMPLETE ACCOMMODATION INFORMATION.) Accommodation Information (for members using a training institute slot (with Executive Director approval)) ❍ Single occupancy room requested @ $100 per night x_______nights = $__________ Total Tuition and/or Lodging Due $ _________ ❍ Double occupancy room requested: I am: ❍ female ❍ male Preferred roommate name_________________________________________________________ Roommate choice cannot be guaranteed Please plan to arrive the day before your first class begins and leave the day your last class ends. Arrival date_____________ Departure date_____________ Payment must accompany your registration form. Faxed registrations must include credit card information and authorized signature. See payment policy. Payment Information ❍ Check enclosed (payable to NeighborWorks America). Check # ______________________ ❍ Visa ❍ MasterCard ❍ American Express (Purchase orders will be accepted until July 27, 2015.) Card # ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___Exp. date___ ___ /___ ___ ❍ By selecting shared accommodations, I assume full responsibility for any risks of loss, property damage or personal injury that may be sustained by me as a result of my voluntary request to share a guest room with another NTI participant. I agree to the Roommate Guidelines and to hold harmless NeighborWorks America, its directors, officers and other employees from any loss, liability, damages or costs, including reasonable attorney’s fees that may incur due to my participation in the guest room sharing program. (mm/yy) Name as it appears on card_________________________________________Authorized signature_________________________________________ Fax registration with credit card information to: (800) 834-3758 Mail registration and payment to: Neighborhood Reinvestment Training, PO Box 418630, Boston, MA 02241-8630 (This is a P.O. Box and cannot receive Fedex shipments.) 27 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 ❍ Purchase order must be attached. Purchase order # ______________________________________ SLOT REGISTRATION DEADLINE — JUNE 22, 2015 REGISTRATION AND ACCOMMODATION INFORMATION FOR NEIGHBORWORKS ORGANIZATIONS, PHILADELPHIA, PA Registration The NeighborWorks network slot registration deadline is June 22, 2015. Indicate your first and second choices for courses each day on the registration form using the course letters and numbers. To verify that your organization is a NeighborWorks network organization, please check the members-only website at www.nw.org. Online registration Consider enrolling through our online registration system. Network participants choosing to use the online system will be able to enter travel and lodging requests, access their online transcript history, update profile information and make course changes. If you are using a training slot, you will need the slot code in order to submit your travel and lodging needs. You may access the online registration tool at NeighborWorks.org/onlinereg. As a first time user to this online tool, you will need to create a User Profile before registering for the event. Training institute slots Each NeighborWorks network organization receives an annual (fiscal year: Oct. 1 – Sept. 30) number of training institute slots. Each slot covers a round-trip airline or train ticket to the institute and double occupancy accommodations. The organization name listed on the Network registration form must be the official Network organization chartered name; abbreviations and affiliate names will not be accepted. Upon receipt of your confirmation and travel and logistics guide, please read carefully for special details about your course selections and hotel assignment for your lodging. Tuition rate NeighborWorks network members register for the training institute at a special flat rate of $475. Tuition includes courses and materials, afternoon workshops, networking opportunities, light daily continental breakfast and refreshments. Paying your own expenses (POE) If your organization has exhausted institute slots and still wishes to have staff attend, you may pay the $475 tuition rate, as well as arrange and pay for your own staff travel and lodging. Complete the registration form and check the “Pay Own Expenses” box. Submit the form with your tuition payment by July 27, 2015. Payment Tuition and accommodation (if applicable) payment(s) must accompany your registration form. Illegible, incomplete forms or no payment attached will delay the registration process. Send completed registration form(s) and payment to: Neighborhood Reinvestment Training PO Box 418630, Boston, MA 02241-8630 When using a credit card, please fax it to: (800) 834-3758 Travel PHIL ADELPHIA, PA • AUGUST 17-21, 2015 28 NeighborWorks America provides a travel report to the designated travel agency to cover the cost of a roundtrip ticket at the lowest fare rate available for participants whose travel is covered to attend the Institute. In accordance with the Transportation Security Admin (TSA) you must provide your travel arranger with your legal name, exactly as it appears on your non-expired government-issued photo identification (e.g. a driver’s license or a passport), your date of birth and gender. Please register for the training event using the name on your governmentissued photo ID. If the airline ticket is issued in a name other than your legal name, and the ticket is changed, you may be responsible for the airline’s change fees. TSA reserves the right to prevent you from flying unless your name matches that on your photo ID. If you prefer to make your own travel arrangements and seek reimbursement, you must contact NeighborWorks America for approval before purchasing your ticket. Send your request to [email protected]. A NeighborWorks staff person will provide you with the necessary instructions and details to facilitate your reimbursement. NeighborWorks will reimburse you or your organization for the fare, as detailed on the reimbursement form, but up to the amount the ticket would have cost NeighborWorks. If the cost of the ticket is less, you or your organization will receive the lesser amount. Reimbursements will be processed after the Institute. CUS T OMER SERV ICE Call: (800) 438-5547 Fax: (800) 834-3758 E-mail: [email protected] Online Registration now available — NeighborWorks.org/onlinereg Accommodations Shared occupancy accommodations are included as part of the training slot. We can’t guarantee your roommate preference, but will attempt to match you with your preferred selection. A single occupancy room is available on a first-come, first-served basis. If you would like to change from a shared occupancy to a single occupancy room, the cost is $100 per night and the participant or their organization must pay the cost for the full stay at the time of registration (include a check or credit card information along with your registration form). Single occupancy rooms are not available at hotel’s check-in, so if you’d like to change from a shared to a single occupancy room, we must have your payment by July 17, 2015. Guest Room Sharing Program Please note when opting for shared accommodations: attendee agrees to all Roommate Guidelines and assumes full responsibility for any risks of loss, property damage or personal injury that may be sustained as a result of voluntary request to share a guest room with another event participant. You agree to hold harmless NeighborWorks America, its directors, officers and other employees from any loss, liability, damages or costs, including reasonable attorney’s fees that may incur due to my participation in the guest room sharing program. Special needs If you have special needs addressed by the Americans with Disabilities Act, notify us at least one month before the Institute. Cancellation and refund policy Your written cancellation notice must be received by July 27, 2015 to receive a tuition refund and to recover your training slot. If your cancellation notice is received less than three weeks before the start of the event, NeighborWorks will assess a $150 cancellation fee and provide a tuition credit voucher for the remaining balance. You will also forfeit the slot. The credit voucher expires if not used within one year of issuance. If cancellation notice is received less than five business days prior to the event, or if you do not complete your coursework, no refund or credit voucher will be issued and you forfeit the slot. If hotel reservations were confirmed on your behalf and you did not cancel and did not show up at the event, the hotel will assess a no-show charge to NeighborWorks America. The hotel no-show charge will then be billed to your organization. NeighborWorks reserves the right to cancel any course at any time. If your course is canceled, you may choose another course or request a tuition refund and reinstatement of the institute slot. Other than refunding your tuition and reinstatement of the slot in the event that the course you selected is cancelled, NeighborWorks America is not liable to you for any other damages, including, without limitation, any obligation to provide refund for any travel or lodging costs associated with attending any NeighborWorks Training event or other direct, indirect, or consequential damages. Substitution policy Substitution requests will be accepted up to July 17, 2015 and requests are subject to course and lodging availability. Attendance and certificate policy Courses start promptly and conclude on time, except for Friday, when courses end at 2:30 p.m. Certificates of completion are awarded only to participants who complete 100% of the course. Photo, Audio and Video Recording Releases By entering the event premises, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on websites, or any other purpose by NeighborWorks America and its affiliates and representatives. You waive all rights you may have to any claims for payment or royalties in connection with any exhibition, streaming, web casting, televising, or other publication of these materials, regardless of the purpose or sponsoring of such exhibiting, broadcasting, web casting, or other publication irrespective of whether a fee for admission or sponsorship is charged. You also waive any right to inspect or approve any photo, video, or audio recording taken by NeighborWorks America or the person or entity designated to do so by NeighborWorks America. You release NeighborWorks America, its officers and employees, and each and all persons involved from any liability connected with the taking, recording, digitizing, or publication of interviews, photographs, computer images, video and/or or sound recordings. NEIGHBORWORKS NETWORK ORGANIZATIONS If the name of your organization is listed on this page, please complete the Registration Form for NeighborWorks Network Participants on page 27. Housing Assistance Program of Essex County, Inc. Housing Partnership for Morris County Housing Partnership, Inc. Housing Resources of Columbia County Housing Resources of Western Colorado Housing Resources, Inc. Hudson River Housing, Inc. Impact Seven, Inc. Interfaith Community Housing of Delaware, Inc. Ithaca Neighborhood Housing Services, Inc. Joseph Corporation of Illinois Kalamazoo Neighborhood Housing Services, Inc. Kennebec Valley Community Action Program Housing Services Knox Housing Partnership, Inc. LaCasa, Inc. La Casa de Don Pedro, Inc. Laconia Area Community Land Trust, Inc. Lawrence CommunityWorks, Inc. Lighthouse of Oakland County Little Dixie Community Action Agency LTSC Community Development Corporation Madison Park Development Corporation Manna, Inc. Mennonite Housing Rehabilitation Services, Inc. Mid Central Community Action Midwest Minnesota Community Development Corporation Montgomery Housing Partnership, Inc. Mountain Housing Opportunities, Inc. Mutual Housing Association of Greater Hartford, Inc. Mutual Housing Association of Hawaii, Inc. Mutual Housing Association of Southwestern Connecticut, Inc. Mutual Housing California National Council on Agricultural Life and Labor Research Fund, Inc. Navajo Partnership for Housing, Inc. Neighbor to Neighbor, Inc. Neighborhood Development Services Neighborhood Finance Corporation Neighborhood Housing & Development Corporation Neighborhood Housing Partnership of Greater Springfield, Inc. Neighborhood Housing Services of Baltimore, Inc. Neighborhood Housing Services of Birmingham, Inc. Neighborhood Housing Services of Chicago, Inc. Neighborhood Housing Services of Dimmit County, Inc. Neighborhood Housing Services of Greater Berks, Inc Neighborhood Housing Services of Greater Cleveland, Inc. Neighborhood Housing Services of Hamilton, Inc. Neighborhood Housing Services of Kansas City, Inc. Neighborhood Housing Services of Los Angeles County Neighborhood Housing Services of New Britain, Inc. Neighborhood Housing Services of New Haven, Inc. Neighborhood Housing Services of New Orleans, Inc. Neighborhood Housing Services of New York City, Inc. Neighborhood Housing Services of Oklahoma City, Inc. Neighborhood Housing Services of Phoenix, Inc. Neighborhood Housing Services of South Buffalo, Inc. Neighborhood Housing Services of South Florida, Inc. Neighborhood Housing Services of Southern Nevada, Inc. Neighborhood Housing Services of Southwest Wisconsin, Inc. Neighborhood Housing Services of the Inland Empire, Inc. Neighborhood Housing Services of the Lehigh Valley, Inc. Neighborhood Housing Services of Waterbury, Inc. Neighborhood Housing Services Silicon Valley Neighborhood Housing Services, Inc. Neighborhood of Affordable Housing, Inc. Neighborhood Partnership Housing Services Neighborhoods Inc. of Battle Creek NeighborImpact NeighborWorks Anchorage NeighborWorks Badgerland NeighborWorks Blackhawk Region NeighborWorks Blackstone River Valley NeighborWorks Columbus (GA) NeighborWorks Dakota Home Resources NeighborWorks of Grays Harbor County NeighborWorks Great Falls NeighborWorks Green Bay NeighborWorks Home Partners NeighborWorks Home Resources NeighborWorks Home Solutions NW HomeStart, Inc NeighborWorks HomeOwnership Center Sacramento Region NeighborWorks Laredo NeighborWorks Lincoln NeighborWorks Montana NeighborWorks New Horizons NeighborWorks Northeast Nebraska NeighborWorks Northeastern Pennsylvania NeighborWorks Orange County NeighborWorks Pocatello NeighborWorks Provo NeighborWorks of Pueblo NeighborWorks of Western Vermont NeighborWorks Rochester NeighborWorks Salt Lake NeighborWorks Southern Mass NeighborWorks Southern New Hampshire NeighborWorks Toledo Region NeighborWorks Umpqua NeighborWorks Waco NeighborWorks Western Pennsylvania Nevada H.A.N.D., Inc. New Directions Housing Corporation New Jersey Community Capital New Kensington Community Development Corporation NW HomeStart, Inc. Niagara Falls Neighborhood Housing Services, Inc. North Country Housing Council North East Community Action Corporation Northwest Michigan Community Action Agency, Inc. Nueces County Community Action Agency Nuestra Comunidad Development Corp. Oak Hill Community Development Corp. One Roof Community Housing Opportunities for Chenango, Inc. Orlando Neighborhood Improvement Corp. Pathfinder Services, Inc. PathStone Peoples’ Self-Help Housing Corporation Penquis Community Action Program, Inc. Ponce Neighborhood Housing Services, Inc. Portland Housing Center Providence Community Housing REACH Community Development, Inc. Resources for Residents and Communities of Georgia, Inc. Rocky Mountain Communities RUPCO, Inc. Rural Communities Housing Development Corporation RuralEdge Rural Neighborhoods, Inc. Salisbury Neighborhood Housing Services, Inc. San Juan Neighborhood Housing Services, Inc. Select Milwaukee, Inc. Self-Help Enterprises South Bend Heritage Foundation South County Housing Southern Mutual Help Association Southwest Minnesota Housing Partnership Southwest Solutions Springfield Neighborhood Housing Services, Inc. St. Ambrose Housing Aid Center St. Joseph’s Carpenter Society St. Mary Development Corporation Syracuse Model Neighborhood Corporation Tallahassee Lenders’ Consortium Tampa Bay Community Development Corporation Tejano Center for Community Concerns Tenderloin Neighborhood Development Corp (TNDC) The Housing Partnership, Inc. The Neighborhood Developers, Inc. The Primavera Foundation, Inc The Unity Council Thistle Communities Tierra del Sol Housing Corporation Tri-County Housing & Community Development Corporation Troy Rehabilitation & Improvement Program, Inc. Twin Cities Community Development Corp. UNHS NeighborWorks HomeOwnership Center United Housing, Inc. Universal Housing Development Corporation Upstate Housing Partnership Urban Edge Housing Corporation West Elmwood Housing Development Corp. West Side Neighborhood Housing Services, Inc. Westside Housing Organization, Inc. Willamette Neighborhood Housing Services Windham & Windsor Housing Trust Wyoming Housing Network 29 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 AEON Affordable Housing Education and Development, Inc. Affordable Homes of South Texas, Inc. Affordable Housing Alliance, Inc. Affordable Housing Resources, Inc. AHC Inc. Alamo Community Group Arbor Housing and Development Asian Americans for Equality Atlanta Neighborhood Development Partnership, Inc. Avenue Community Development Corporation Avesta Housing Development Corporation A Community of Friends BCL of Texas Beyond Housing / Neighborhood Housing Services of St. Louis Better Family Life, Inc. Cabrillo Economic Development Corp. Cambridge Neighborhood Apartment & Housing Services, Inc. CATCH Neighborhood Housing Central Area Development Association Central Vermont Community Land Trust, Inc. Centro Campesino Farmworker Center, Inc. Champlain Housing Trust Charlotte-Mecklenburg Housing Partnership, Inc. Chattanooga Neighborhood Enterprise, Inc. Chautauqua Home Rehabilitation and Improvement Corp. CHWC, Inc. Chicanos Por La Causa, Inc. Chinatown Community Development Center Clearwater Neighborhood Housing Services, Inc. Coachella Valley Housing Coalition Coalition for a Better Acre Coastal Enterprises, Inc. (CEI) Codman Square Neighborhood Development Corp. Comite de Bien Estar, Inc. CommonBond Communities Community Action Partnership of North Alabama, Inc. Community Action Project of Tulsa County Community Concepts, Inc. Community Development Corporation of Brownsville, Inc. Community Development Corporation of Long Island, Inc. Community Frameworks Community Housing Development Corp. of North Richmond Community Housing Improvement Program Community Housing Initiatives Community Housing Partners Corporation Community HousingWorks Community Preservation and Development Corporation Community Resources and Housing Development Corp. Community Service Programs of West Alabama, Inc. Community Ventures Corporation CommunityWorks In West Virginia, Inc. CommunityWorks North Dakota CommunityWorks Rhode Island Corporation to Develop Communities of Tampa Crawford-Sebastian Community Development Council, Inc. Cumberland Neighborhood Housing Services, Inc. Dayton’s Bluff Neighborhood Housing Services, Inc. DHIC, Inc. Durham Community Land Trustees East Akron Neighborhood Development Corporation Inc. Eastern Eight Community Development Corporation Eden Housing, Inc. Fairbanks Neighborhood Housing Services, Inc. Famicos Foundation Family Services, Inc. Federation of Appalachian Housing Enterprises Fifth Ward Community Redevelopment Corp Foundation Communities Frontier Housing, Inc. GROW South Dakota Habitat for Humanity of Michigan HAP, Inc. Hawaii HomeOwnership Center Home Ownership Center of Greater Cincinnati Home HeadQuarters, Inc. HomeOwnership Center, Inc. Homeport HomeSight Hope Enterprise Corp. Homewise, Inc. Hope Community Development Agency Housing Development Fund, Inc. Housing and Neighborhood Development Services, Inc. Professional Certificate Programs Earn a Professional Certificate with NeighborWorks America’s Professional Certificate Programs Affordable Housing Funding and Finance Project Management Asset Management (CHAM™) Community Economic Development Community and Neighborhood Revitalization Community Engagement Construction and Rehab Homeownership and Community Lending Nonprofit Management and Leadership Organizational Leadership Organizational Management NeighborWorks America offers professional certificates in eight content areas that raise the bar for excellence in community development and affordable housing practice. With curriculum developed collaboratively by the training institute, expert community development practitioners and thought-leaders in the field, our professional certificate programs encourage continuous education and facilitate an exchange about cutting-edge issues and practices within the community development and affordable housing fields. The programs are designed to equip participants with core knowledge and skills, while allowing them flexibility to tailor learning to meet their professional needs and interests. Completion of a professional certificate program will make you a better candidate for future job advancement — an investment in your future that will pay off for you as well as the constituents you serve. Certificates are awarded to candidates who successfully complete the required and elective coursework, practical exercises, tests for each course (if applicable) and a final exam or comprehensive practical assignment at the end of the coursework. You can earn your professional certificate in as few as three training institutes depending on the content area. Program courses are open to all candidates, but in order to be eligible for the professional certificate, candidates must formally enroll in the Professional Certificate Program by submitting the Enrollment Form on the following page. PHIL ADELPHIA, PA • AUGUST 17-21, 2015 30 Visit NeighborWorks.org/careerenhancement to get more information about the Professional Certificate Programs and certifications or contact us at [email protected] with questions. Professional Certificate Program Enrollment Form This form DOES NOT register you for the NeighborWorks Training Institute. To register for the event you must submit the appropriate registration form located in this brochure. Please complete this enrollment form and return it with the $100 nonrefundable enrollment fee to NeighborWorks America at the address below. Please complete all blanks (use N/A if a section does not apply) and please print. Enrollment cannot be processed without payment. ❍ Mr. ❍ Ms.__________________________________________________________________________________ Position/Title______________________________________________________________________________ Organization_______________________________________________________________________________ In which Professional Certificate Program do you wish to enroll? Organization Address____________________________________________________________________ City_______________________________________________________________State______Zip____________ Please choose only one: Affordable Housing ❍ Funding and Finance ❍ Project Management ❍ Asset Management (CHAM™) Office Phone________________________________Office Fax_____________________________________ Office E-mail______________________________________________________________________________ Home Address_____________________________________________________________________________ City_____________________________________________________________State____Zip______________ Home Phone________________________________Home Fax_____________________________________ ❍ Community Economic Development Personal E-mail_____________________________________________________ ❍ Community and Neighborhood Revitalization How long have you been in the community development field?__________________ ❍ Community Engagement ❍ Construction and Rehab How long have you been in your current position?_____ What is the highest level of education you have completed? ❍ Some high school ❍ High school diploma/GED ❍ Some college ❍ Bachelor’s degree ❍ Master’s degree ❍ Doctoral degree Please specify any degrees or professional certificates you have earned: _______________________________________________________________________________________ ❍ Homeownership and Community Lending Which sector do you represent? ❍ Public ❍ Private ❍ Nonprofit Nonprofit Management and Leadership Payment Information ❍ Organizational Leadership ❍ Organizational Management Enroll Today! Professional Certificate enrollments will not be processed without the $100 nonrefundable fee per program. ❍ Check enclosed. Check number____________________________(payable to NeighborWorks America) ❍ Charge my credit card: ❍ Visa ❍ MasterCard ❍ American Express Card # ________________________________________________ Exp. date___ ___ /______ Name as it appears on the card________________________________________________ Authorized signature________________________________________________________ Please return this form and the $100 enrollment fee to Neighborhood Reinvestment Training, P.O. Box 418630, Boston, MA 02241-8630. (This is a P.O. Box and cannot receive Fedex shipments.) You can fax the form with credit card information to (800) 834-3758. For more information, please call (800) 438-5547 or e-mail [email protected]. 31 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 For more information, including which courses are required for each of the Professional Certificates, visit NeighborWorks.org/ careerenhancement Are you affiliated with a NeighborWorks organization? ❍ Yes ❍ No NEIGHBORWORKS eLE ARNING COURSE S NeighborWorks America’s online educational offerings enable you to stay close to your work while gaining the same valuable skills and knowledge offered at our highly rated national and regional training events. You can take advantage of this unparalleled professional development opportunity whenever it fits into your busy schedule, and wherever you can connect to the Internet. And best of all, you can save your valuable travel dollars and time away from the office. eLearning makes advancing your skills and career easy and convenient by bringing the training to you. Once you start, you can log in and out, taking the user-friendly courses in manageable portions over a period of 60 days. Each course also counts toward requirements for professional certificates from NeighborWorks America. Additional courses and cutting-edge webinars will be launched in the coming months. eLearning Courses Available Now! Affordable Housing Focused eLearning Course • AH103el An Introduction to Affordable Rental Housing Development Asset Management Focused eLearning Course • AM121el Fundamentals of Asset Management PHIL ADELPHIA, PA • AUGUST 17-21, 2015 32 Financial Capability, Housing Education and Counseling • HO102el Mortgage Lending Fundamentals for Homeownership Professionals • HO104el Home Equity Conversion Mortgage (HECM) Counseling Basics Overview Board Operations Focused eLearning Courses • ML240el Board Oversight and Governance • ML273el A Leader’s Guide to Ensuring Organizational Health • HO107el Foreclosure Process Overview for Housing Professionals (NEW!) Community Economic Development Focused eLearning Course • ED101el Community Economic Development Principles, Practices and Strategies • HO112el Insurance Basics Community Stabilization and Neighborhood Revitalization Focused eLearning Courses • AH295el Community Stabilization: An Introduction to REO Acquisition, Rehab, Disposition and Management • HO208el Building Skills for Financial Confidence Construction and Rehab eLearning Course • CP185el Fundamentals of Green Affordable Housing, Rehab, and Management • HO260el Counseling Buyers of Real Estate Owned (REO) Properties Nonprofit Management and Leadership Focused eLearning Course • ML131el Essential Skills for Supervisors • ML162el Marketing Your Programs and Organization • HO109el Foreclosure Basics for Homeownership Counselors (UPDATED!) • HO130el Understanding Credit Reports and Credit Scoring • HO206el Mortgage Math Made Simple for Homeownership Professionals • HO209el Delivering Effective Financial Education • HO253el FHA-Insured Loans: An Affordable Mortgage Option • HO265el Counseling Clients Seeking Rental Housing • HO290el Being Green, Seeing Green: Counseling Clients to Maximize Energy Savings • HO322el Using Effective Practices to Improve Your Foreclosure Counseling Programs • HO346el Understanding and Applying Foreclosure Intervention and Loss Mitigation Tools COMING IN LATE SUMMER 2015! NEW course focused on VA loans and working with service members and veterans in your community. Learn more about eLearning by going to NeighborWorks.org/eLearning. NeighborWorks Virtual Classroom One of the best trainings I have ever taken – classroom or online! I especially appreciated the interaction and collaboration with our Faculty-led online learning to boost your skills – and impact instructor and with the other students in the class. This is an excellent opportunity to help organizations around the nation save funding dollars through training online. NeighborWorks Virtual Classroom is similar to the distance learning offered by many top-notch universities: faculty-led, interactive learning experiences that offer the opportunity to connect and collaborate with an expert instructor and your peers online. They’re packed with resources and best practices that will immediately enhance your work. Incorporating technology such as online discussion forums, chats and live web conferencing, Virtual Classroom delivers a comprehensive professional development experience while allowing you to save valuable time and travel dollars, and build skills when it’s convenient. All you’ll need is a computer and internet connection to take advantage of this reasonably priced and amazingly effective professional development opportunity! The benefits of faculty-led Virtual Classroom learning include: The ability to communicate with and learn from both faculty and fellow learners. Content delivered in weekly lessons, with deadlines that allow you to learn according to your schedule — you don’t have to put your work and personal life on hold to get the training you need. Feedback and instruction specific to the context of your work-related challenges. You’ll save your time and your organization’s travel budget while still enjoying a high-quality NeighborWorks learning experience. AH226vc Creative Project Financing Strategies for Affordable Housing AM210vc Building a Property Deal Book as a Component of Your Asset Management Plan CB275vc Training Community Leaders: A Complete Curriculum HO105vc Compliance with State and Federal Regulations for Homeownership Programs HO212vc Measuring the Impact of Financial Capability Programs HO307vc Advanced Foreclosure: Case Study Practicum HO365vc Advanced Topics in HECM Counseling ML173vc Grant Proposal Writing For more information and to register visit NeighborWorks.org/virtualclassroom. 33 PHIL ADELPHIA, PA • AUGUST 17-21, 2015 Access to course materials, resources and reference tools online following the completion of the course. 2015 VIRTUAL CLASSROOM COURSES: r ks o W r o b Ne i g h re s s p x E om o r g s s n i n i a e C la r T r a n i b We It’s not just a webinar — it’s webinar training. To stay on top of your ever-increasing workload, and to be able to jump on exciting opportunities, you need an efficient and cost-effective way to pick up specific skills and the latest, most innovative practices. Plenty of webinars are available today, but most consist of PowerPoint slides and talking heads. Now, the kind of valuable learning you enjoy at in-person NeighborWorks events and via eLearning and Virtual Classroom has been distilled into timely and time-saving eClassroom Express sessions. NeighborWorks eClassroom Express provides: • A concise and interactive learning experience that really builds your skill set — valuable knowledge and tools you’ll be able to put to use immediately • Ninety-minute sessions featuring instruction from expert faculty • Opportunity to ask questions relating to your unique situation • Checking your knowledge during and at the end of the session PHIL ADELPHIA, PA • AUGUST 17-21, 2015 34 • Downloadable course materials • 1.5 continuing education hours and a completion certificate Best of all, you’ll be able to acquire this new know-how at the reasonable cost of just $79, and with no travel expenses! To stay updated on our offerings, bookmark NeighborWorks.org/eclassroomexpress NeighborWorks® America How We Built Strong Communities in FY2014 Delivering Knowledge and Expertise 323,400 21,000 118,200 Households assisted with housing New homeowners Rental homes owned and/or managed 108,500 58,600 1.88 million Customers counseled and educated Repaired homes Customers counseled through the National Foreclosure Mitigation Counseling program since inception Training the Field 20,100 Certificates awarded to community development professionals Investing in Communities 35,000 $44: $1 Jobs created and maintained *estimated using IMPLAN Congressional appropriation leverage: Investment per dollar of NeighborWorks America’s federal appropriation For data explanations and more, visit NeighborWorks.org/impact COMING SOON NEIGHBORWORKS AMERICA’S LEAD PARTNER Citi Foundation NATIONAL VANGUARD PARTNERS NATIONAL CHAMPION PARTNER NEIGHBORWORKS TRAINING INSTITUTE ENDORSERS American Planning Association Local Initiatives Support Corporation National Council of La Raza Enterprise Community Partners National Association of Housing and Redevelopment Officials National Foundation for Credit Counseling National Coalition for Asian Pacific American Community Development YouthBuild USA Habitat for Humanity International Housing Assistance Council Institute of Real Estate Management CONNEC T W I T H US Rural Community Assistance Corporation For address correction or removal from mailing list, remit address label NEIGHBORWORKS AMERICA ACKNOWLEDGES THE PARTNERS OF OUR NATIONAL TRAINING EFFORTS NeighborWorks Training Institute 999 North Capitol Street NE, Suite 900 Wasington, DC 20002 Phone: (800) 438-5547 Fax: (800) 834-3758 NeighborWorks.org/training WASHINGTON, DC DECEMBER 7-11