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VTI NEIGHBORWORKS
VIRTUAL TRAINING
INSTITUTE
AUGUST 23–27, 2021
A VIRTUAL TRAINING EVENT
COMPLETE WITH:
h WEBINARS
h FACULTY-LED COURSES
h TIMELY WORKSHOPS
h NETWORKING AND BEST PRACTICE-SHARING
h A SPECIAL SYMPOSIUM –
INVESTING IN THE FUTURE: REALIZING THE
OPPORTUNITY OF MIDDLE NEIGHBORHOODS
TABLE OF CONTENTS
Welcome to NeighborWorks Training–Online! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
How to Build Your Week of Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Event Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Affordable Housing Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Multifamily Asset Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Community Building and Engagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Housing Construction and Rehab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Community and Neighborhood Revitalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Community Economic Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Financial Capability, Housing, Counseling and Education . . . . . . . . . . . . . . . . . . . . . . . . . 8
Nonprofit Management and Leadership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Native American Community Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Rural Community Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Facilitated Roundtable Discussions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Timely, Topical Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Pricing Information and Event Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
THANKS TO THE SPONSORS OF THE NEIGHBORWORKS VIRTUAL TRAINING INSTITUTE:
WELCOME TO NEIGHBORWORKS TRAINING–ONLINE!
NEIGHBORWORKS AMERICA IS PROUD to continue its history of excellence in training
the affordable housing and community development industries with our third Virtual Training
Institute. Over 1,500 people attended our last institute, with participants enjoying the largest
number and broadest range of virtual courses we’ve ever taught at one event. And we’re
offering even more this time! We are delighted to have you join us for an exciting week of new
courses and numerous professional networking and peer learning activities.
Check out timely courses that address the challenges you are facing in your work today:
h Shared Equity: Intro to Stewardship (AH004wt)
MARIETTA RODRIGUEZ, PRESIDENT
h Delivering Effective Financial Capability Programs (HO209vc) & CHIEF EXECUTIVE OFFICER
h Foreclosure Intervention and Default Counseling Certification, Part I (HO345rqvc)
h Post-Purchase Homeownership Education Methods in Native Communities (NA247vc)
h Building Rural Leaders of Color in Housing & Community Development (RD001wt)
In all, there are more than 75 courses over the week—plus topical roundtables, afternoon This event will position
workshops on innovative work, and additional surprises! This event will position you well for you well for the work that
the work that lies ahead. lies ahead.
We will once again be offering an opportunity to deep-dive on a critical issue facing our
profession during our Wednesday symposium. Our last symposium was a tremendous
success! One participant commented, “I really tried to come in with no preconceived notions.
I was just ready to absorb as much as I could. And you all DELIVERED!” And another one
remarked, “I thought it would be hard to spend so much time online, but it flew by.”
Please plan to include our symposium as part of your activities for the week. We’ve invited our
friends from the national Middle Neighborhood Initiative to join us in presenting, “Investing
in the Future: Realizing the Opportunity of Middle Neighborhoods.” We will explore ways
to strengthen middle neighborhoods at risk—either due to displacement or decline—or ripe
for improvement. Together, we’ll learn about exciting new research and best practices for
revitalizing these that are at the “tipping point” but have so much opportunity.
Our Virtual Training Institutes have proven to be just as valuable when it comes to connecting
and networking with peers, engaging with the entire community development and affordable
housing sector. Over one-quarter of the participants for our Winter VTI had never attended
a NeighborWorks Training Institute or a Virtual Training Institute and considered it time well
3 spent. Whether you are new to our training institutes or an old hand, we look forward to seeing
VIRTUAL TRAINING INSTITUTE
you online and helping you serve your community!
Marietta Rodriguez
President & CEO
NeighborWorks AmericaHOW TO BUILD YOUR WEEK OF LEARNING
The Virtual Training Institute gives you a cost-effective, convenient way to
build your skills and stay close to your work at the same time. Here’s how to
make sure you maximize the value of the event:
1. CHOOSE YOUR EXPERT-FACILITATED COURSES
We’ve put together a selection of all-new and updated courses that help you with our
unprecedented situation. Courses are offered in a number of content areas and course
types to match your preferred learning style.
wt - Courses designated with wt are webinar training courses. They provide:
h 90 minutes of fast-paced, intensive instruction
h Ability to ask questions of expert faculty
h Learning checks
h Downloadable resources
h 1.5 hours of continuing education credit Register for the Virtual
Training Institute
vc - Courses designated with vc are faculty-led courses. They provide:
h In-depth exploration and education on an important topic REGISTER NOW!
h Course content spread over 3-4 weeks according to your schedule, along with a
weekly live session
h The ability to interact with your peers and expert faculty to explore your organization’s
unique situation NOTE: Due to the time
h A variety of online tools to enhance your learning and facilitate your coursework commitment associated
with one-week workshops
wk - Courses designated with wk are one-week workshops. They provide: and faculty-led courses,
for this event registrants
h Content presented in five webinar sessions over the course of five days are limited to one (1)
h Self-paced online assignments—approximately six hours of course-related reading one-week workshop OR
and assignments faculty-led course.
h Use of peer discussion forums to keep you connected to peers and faculty
h CEUs and certification credits are noted in the course descriptions.
SYMPOSIUM: An in-depth exploration of an important, timely topic in housing and commu-
nity development. This dynamic event comprises keynote speakers, panelists, moderated
breakout groups and other sessions and presents thought-provoking content and innovative
strategies and approaches. The event is presented in one 4-hour session and does not have
a quiz or certificate.
2. ADD IN PEER LEARNING AND NETWORKING SESSIONS
We offer peer learning and professional networking that bring your coursework to life and
enhance your career prospects at the same time. A variety of offerings, including topical
moderated roundtables, informational speakers, and group activities that give you a chance
to bond with fellow participants. Times vary, and there are no quizzes or certificates. For
4
evolving networking offerings and details, visit NeighborWorks.org/NWSummerVTI.
VIRTUAL TRAINING INSTITUTEEVENT SCHEDULE Webinar HUD Certification Exam Prep Series Afternoon Workshop Symposium PLEASE NOTE: ALL CLASSES ARE INDICATED IN EASTERN DAYLIGHT TIME. REFER TO THIS LEGEND IF YOU ARE IN ANOTHER TIME ZONE.
Faculty Led Roundtables (45 min.) 1-Week Workshop Networking CDT subtract 1 hour MDT subtract 2 hours PDT subtract 3 hours ADT subtract 4 hours HDT subtract 6 hours
All classes
‹ 8:30 A.M. ‹ 9:00 A.M. ‹ 10:00 A.M. ‹ 10:30 A.M. ‹ 11:00 A.M. ‹ 11:30 A.M. ‹ 12:00 P.M. ‹ 12:30 P.M. ‹ 1:30 P.M. ‹ 2:00 P.M. ‹ 2:30 P.M. ‹ 3:00 P.M. ‹ 3:30 P.M. ‹ 4:00 P.M. ‹ 4:30 P.M. ‹ 5:00 P.M. ‹ 6:00 P.M.
are in EDT
HO010wt Understanding the Skills Needed to be a Successful Financial CP004wt Creating Effective Rehab Specs and
HO002wt Housing Affordability: Building Competency in Housing Counseling AH006wt Supportive Housing as an Affordable Housing Strategy Middle Neighborhoods 101
Coach Standards
HO028wt Time’s Running Out! Tips, Tools and Techniques for Taking the HO023wt Foreclosure Intervention Services During
HO038wt Government Loan Basics for Housing Counselors HO001wt Foreclosure Tune-Up
HUD Exam Disaster Recovery
9:00 A.M. - 9:45 A.M. ROUNDTABLE (45 MINS)
NR006wt Strategies to Meaningfully Engage
Executive Transitions-What to Consider When ML008wt Introduction to Disaster Preparedness and Business Continuity
Stakeholders in Revitalization Planning: Effective HO003wt Fair Housing: Building Competency in Housing Counseling
Anticipating a Change & Organizational Leadership Planning 2:00 P.M. -
Community Participation
MODERATOR: JOANIE STRAUSSMAN 12:00 A.M. - 2:45 P.M.
10:00 A.M. -
12:45 P.M. WELLNESS
10:45 A.M. NR003wt The Essential Tools of Successful Neighborhood Revitalization: RD001wt Building Rural Leaders of Color in
MONDAY WELLNESS AT WORK: ML011wt Introduction to Community Organizing for Disaster Preparedness
HOT TOPIC Defining Revitalization Housing and Community Development
8/23 AT WORK: FITNESS BREAK
SPEAKER
FITNESS BREAK ML207wk A Blueprint to Designing (CAP100)
(CAP 100)
AH121wk Real Estate Finance Nuts and Bolts 1-wk (CAP 100) and Implementing a Strategic Crisis 1-wk (REPEAT AH211wk How to Maintain Compliance in LIHTC Projects 1-wk
Management Plan ON WED)
3:15 P.M. - 4:00 P.M. ROUNDTABLE 1 (45 MINS)
Financial Capability Approaches to Removing
Barriers to Homeownership.
MODERATOR: BROOKE LINKOW
3:15 P.M. - 4:00 P.M. ROUNDTABLE 2 (45 MINS)
Middle Neighborhoods Roundtables
MODERATOR: PAUL SINGH
9:00 A.M. - 9:45 A.M. ROUNDTABLE 1 (45 MINS)
Time Management during a Crisis, Managing
HO036wt Counseling Rural Clients on Eviction and Foreclosure Amidst
Priorities, Projects and Deadlines, Organizing AH005wt The Language of Lending and Borrowing CP001wt Healthy Homes Fundamentals HUD Office of Housing Counseling
COVID-19
through the Chaos.
MODERATOR: ELIZABETH FULTON
9:00 A.M. - 9:45 A.M. ROUNDTABLE 2 (45 MINS) Bank of America $5B Community Homeownership
HO042wt Owner-Occupied Rental Property and Affirmatively Furthering Fair HO004wt Financial Management: Building
Middle Neighborhoods Roundtables HO005wt Tenancy: Building Competency in Housing Counseling Commitment and the Connect to Own® Fee-for-Service
Housing Competency in Housing Counseling
MODERATOR: PAUL SINGH Homebuyer Education Program
HO035wt An Introduction to CounselorMax for
ML017wt Gaining a Competitive Edge with Reporting and Analytics HO026wt Helping Your Clients Save Money for Disasters First-Timer Afternoon Workshop
New End-Users
NR007wt Strategies to Meaningfully Engage
NR004wt The Essential Tools of Successful Neighborhood Revitalization: HO043wt Trauma-Informed and Equity-Focused Approaches to Service
Stakeholders in Revitalization Planning:
Visioning and Goal setting Delivery
Overcoming Barriers
10:00 A.M. -
HO200vc Ready, Set, Prep: Tackling the HUD Counselor 12:00 P.M. - 2:00 P.M. - CB199vc Privilege, Power, Prejudice: Conversations on
10:45 A.M. 4-wk 4-wk
Exam Step by Step 12:45 P.M. 2:45 P.M. Social Justice
TUESDAY WELLNESS
HOT TOPIC SCAVENGER
8/24 AT WORK:
HO345rqvc Foreclosure Intervention and Default SPEAKER HUNT HO209vc Delivering Effective Financial Capability
FITNESS BREAK 4-wk 4-wk
Counseling Certification, Part I (CAP 100) (CAP 40) Programs
(CAP 100)
HO345rqvc Foreclosure Intervention and Default
ML316vc Leading High Performance Teams 4-wk 4-wk
Counseling Certification, Part I
ML321vc Culture Revolution: Transformational Change
4-wk
for a Sustainable Business Model
3:15 P.M. - 4:00 P.M. ROUNDTABLE 1 (45 MINS)
Supporting Indigenous Communities through
Indian Country Partnerships
MODERATOR: BREE HERNE & AKWE:KON
3:15 P.M. - 4:00 P.M. ROUNDTABLE 2 (45 MINS)
Community Health Workers in Affordable
Housing and Community Development
MODERATOR: ROMI HALL
HO036wt Counseling Rural Clients on Eviction and Foreclosure Amidst HO030wt Counseling Solutions for Vulnerable Populations and HO021wt Stress Management for Housing
HO006wt Avoiding Foreclosure: Building Competency in Housing Counseling
COVID-19 Homelessness in Times of Crisis Counselors
HO039wt Designing and Delivering Financial Capability Programs Virtually: HO032wt Effectively Managing Money and Debt During the COVID-19 HO031wt Rental Counseling and Eviction HO040wt Designing and Delivering Financial Capability Programs Virtually:
Delivery Financial Crisis Preventions In Times of Crisis Design
9:00 A.M. - 9:45 A.M. ROUNDTABLE 1 (45 MINS)
Working across Sectors for Impact and
HO033wt Protecting Credit and Avoiding Scams
Sustainability; Building and Sustaining NA001wt Financial Education and Coaching in Native Communities ML009wt Introduction to the First 30 Days of Response and Recovery
during the COVID-19 Financial Crisis 2:00 P.M. -
Partnerships for Your Organization and Community
MODERATOR: SUSAN JOUARD 2:45 P.M.
WELLNESS
9:00 A.M. - 9:45 A.M. ROUNDTABLE 2 (45 MINS) 10:00 A.M. - 12:00 P.M. - AT WORK:
Keeping One Foot in the Community, Relating 10:45 A.M. 12:45 P.M. FITNESS BREAK
WEDNESDAY NR005wt The Essential Tools of Successful Neighborhood Revitalization: ML016wt Equal Access: LGBTQ+ Inclusion in AH256vc Shared Equity Housing: Creative Models to
to Staying Connected, Engaged, and Aware of GAME: HOT TOPIC (CAP100) 4-wk
Measuring Results Housing & Community Development Programs Preserve Affordable Homeownership
8/25 Community Needs VIRTUAL BINGO SPEAKER (REPEAT
MODERATOR: DIO TOT & KATHRINE MORRIS (CAP 50) (CAP 100) FROM MON)
AM225vc Affordable Housing Finance Workshop for Asset NR008wt Engaging Stakeholders in Revitalization HO109vc Foreclosure Basics for Homeownership
4-wk 4-wk
Managers Planning: Public Participation Plans & Evaluation Counselors
HO109vc Foreclosure Basics for Homeownership HO310vc Financial Coaching: Helping Clients Reach
4-wk 4-wk
Counselors Their Goals
5 NA247vc Post-Purchase Homeownership Education
4-wk
Methods in Native Communities
SYMPOSIUM: Investing in the Future: Realizing the Opportunity of Middle Neighborhoods
9:00 A.M. - 9:45 A.M. ROUNDTABLE 1 (45 MINS)
HO028wt Time’s Running Out! Tips, Tools and
Organizational Cultural Assessments CP003wt Affordable Housing Rehab Upgrades for Health and Safety HO007wt Homeownership: Building Competency in Housing Counseling Lending Models - Residential and Small Business
Techniques for Taking the HUD Exam
MODERATOR: JOANIE STRAUSSMAN
9:00 A.M. - 9:45 A.M. ROUNDTABLE 2 (45 MINS)
HO029wt Remote Homeownership Counseling
Time Management - What’s Essential? HO022wt Introduction to HUD’s HECM Counseling Procedures and Roster HO021wt Stress Management for Housing Counselors First-Timer Afternoon Workshop
during Desperate Times
MODERATOR: ELIZABETH FULTON
HO035wt An Introduction to CounselorMax for HO039wt Designing and Delivering Financial Capability Programs Virtually:
HO041wt Using an Equity Lens in Financial Coaching Approaches
New End-Users Delivery
HO042wt Owner-Occupied Rental Property and Affirmatively Furthering Fair ML019wt Creating a Good Experience with Your
ML018wt Unpacking and Addressing Privilege in the Workplace
Housing Brand, Online and Beyond
10:00 A.M. -
12:00 P.M. - 2:00 P.M. -
10:45 A.M.
ED210vc Positioning Programs for Success: Connecting 12:45 P.M. 2:45 P.M. HO250vca Homeownership Counseling Certification:
THURSDAY WELLNESS AT 4-wk 4-wk
Program Design to Community Economic Impact GAME: VIRTUAL HOT TOPIC Principles, Practices and Techniques, Part I*
8/26 WORK: FITNESS
PAINT PARTY SPEAKER
BREAK
(CAP 30) (CAP 100) HO250vcb Homeownership Counseling Certification:
(CAP 100) 4-wk
Principles, Practices and Techniques, Part I*
3:15 P.M. - 4:00 P.M. ROUNDTABLE 1 (45 MINS)
Health Partner Investment in Affordable
Housing and Community Development
MODERATOR: ROMI HALL
3:15 P.M. - 4:00 P.M. ROUNDTABLE 2 (45 MINS)
Working across Sectors for Impact and
Sustainability; Building and Sustaining
Partnerships for Your Organization and
Community (REPEAT FROM WED A.M.)
MODERATOR: SUSAN JOUARD
9:00 A.M. - 9:45 A.M. ROUNDTABLE 1 (45 MINS)
AH004wt Shared Equity Housing: Introduction to
Coaching and Mentoring HO031wt Rental Counseling and Eviction Preventions In Times of Crisis
Stewardship
MODERATOR: JOANIE STRAUSSMAN
FRIDAY HO030wt Counseling Solutions for Vulnerable
HO037wt Helping Clients Understand New Manufactured Homes VTI ENDS
8/27 Populations and Homelessness in Times of Crisis
HO044wt Designing and Delivering Financial
ML019wt Creating a Good Experience with Your Brand, Online and Beyond
Capability Programs Virtually: MarketingCOURSE DESCRIPTIONS
AFFORDABLE HOUSING DEVELOPMENT AH211wk How to Maintain Compliance in LIHTC
wt - Courses designated with Projects
WT are webinar training courses.
AH004wt Shared Equity Housing: Introduction to
This one-week workshop goes beyond the day-to-day
They provide: Stewardship NEW!
compliance needs of property management and covers
h 90 minutes of fast-paced, This webinar will cover all of the essentials of managing a
intensive instruction the variety of responsibilities the general partner has for
shared equity housing program, from program planning to
h Ability to ask questions of maintaining compliance through the life of the property.
expert faculty problem solving-with an emphasis on the implementation
These responsibilities include fulfilling program obligations
h Learning checks of proven stewardship activities that will help assure the
to the IRS and the State Tax Credit Allocation agency,
h Downloadable resources success of your owners, the quality or your portfolio and
h 1.5 hours of continuing managing resident selection, income certification and rent
the viability of your program overall. You will be introduced
education credit limits and understanding the partnership agreement and
to the entire stewardship toolbox and come away with an
the financial and reporting needs of the limited partner.
vc - Courses designated with understanding of how to effectively adapt them to the culture
Starting with an overview of how the Low-Income Housing
VC are faculty-led courses. and capacity of your own organization and community.
They provide:
Tax Credit (LIHTC) program works, this class provides
h In-depth exploration and AH005wt The Language of Lending and Borrowing participants an opportunity to discuss what happens after
education on an important topic
NEW! the credits are awarded.
h Course content spread over 3-4
weeks according to your There is much communication around describing the pro-
schedule, along with a weekly live AH256vc Shared Equity Housing: Creative Models
posed project and understanding the funder’s programs and
session to Preserve Affordable Homeownership
h The ability to interact with your requirements. The right kind of communication is extremely
In this introductory faculty-led online course, participants
peers and expert faculty to helpful in gaining loan approval. This course is an introduction
explore your organization’s will review the most common models of shared equity
unique situation to the terminology commonly used in the loan underwriting
homeownership, weighing the pros and cons of each model
h A variety of online tools to process. By taking the time to first understand the basic
enhance your learning and as a vehicle for promoting individual and community secu-
vocabulary of loan underwriting, the participant will find that
facilitate your coursework rity, prosperity, and mobility. Shared-equity homeownership
the rest of the learning process becomes much easier. That is
is a creative tool for creating vibrant, inclusive and equitable
wk - Courses designated with our main goal here: making the rest of the process easier. Plus,
communities. Community land trusts, shared-equity coop-
WK are one-week workshops. learning vocabulary is fun! This class is a great way to invest in
eratives and deed-restricted homes are models where the
They provide: your future by learning about the loan underwriting process.
h Content presented in five webinar rights, responsibilities, risks, and rewards of homeowner-
sessions over the course of five
AH006wt Supportive Housing as an Affordable ship are shared between the individuals who own and
days
h Self-paced online assignments-- Housing Strategy NEW! occupy this housing and an organizational entity that stands
approximately six hours of The goal of the course is to introduce supportive housing behind the home long after it is sold. These models ensure
course-related reading and
assignments to participants and to talk through benefits and challenges that homes remain affordable to people of modest means
h Use of peer discussion forums to with these types of affordable housing developments. on a long-term basis by restricting the amount of equity that
keep you connected to peers and
Through this course, participants will learn what supportive homeowners may remove from their homes on resale. Come
faculty
h CEUs and certification credits are housing is and how it is different from typical affordable discover if shared equity is right for your community.
noted in the course descriptions. housing. You’ll also explore the role of property manage-
ment in supportive housing projects, and learn about the
MULTIFAMILY ASSET MANAGEMENT
CEUs and certification credits are
noted in the course descriptions. Importance of design in supportive housing projects. AM225vc Affordable Housing Finance Workshop for
Asset Managers NEW!
AH121wk Real Estate Finance Nuts and Bolts Financing Affordable Housing Workshop is an interactive
This one-week workshop introduces the key components of case study using an interconnected Microsoft Excel spread-
real estate financing. Learn basic real estate financial terms sheet to develop a financing plan for a prototype new
and basic principles of financing real estate. Examine the construction affordable housing property.
REGISTER NOW! concept of loan amortization and the American mortgage
h By the end of the course, participants will be able to:
lending system for rental and homeownership. Learn to
h Coordinate or participate in the development of a
use spreadsheets to make basic financial calculations of
development financing plan, including development of a
loan payments, interest rates, present and future values
proforma and construction budget (sources/uses)
of investments/loans, and the APR. Appropriate for people
h Research and determine maximum rents and incomes
new to real estate financing and those wanting to learn
from online HUD databases
how to use spreadsheets. A basic knowledge of Excel is
h Estimate post-development operating budgets through
necessary for this class.
comparable analysis
h Determine the debt capacity of a project through the
6
projected post-development operating budget
VIRTUAL TRAINING INSTITUTE
h Solve for various intermediate/complex financial functions
in Excel, including amortization tables, future value and
present value analysis, and payment calculations
h Solve for tax credit payout yieldCOURSE DESCRIPTIONS
COMMUNITY BUILDING CP004wt Creating Effective Rehab Specs and
wt - Courses designated with AND ENGAGEMENT Standards NEW!
WT are webinar training courses. Affordable housing varies greatly from development to
They provide: CB199vc Privilege, Power, Prejudice: Conversations development. A successful housing rehab department
h 90 minutes of fast-paced, on Social Justice NEW! must have in place the policies, procedures and practices
intensive instruction
Come join us in this safe, interactive space where everyone’s
h Ability to ask questions of to support a strong rehab program and the people who
expert faculty voices and visions can be shared and heard. In this time of
work in it, so that residents can reap the intended ben-
h Learning checks social divisions and tensions, our course takes participants
efits. Participants in this fast-paced course will learn how
h Downloadable resources on a journey of discovery and connection. This highly
h 1.5 hours of continuing developing specifications and standards can improve their
engaging and interactive series of conversations builds
education credit programs, and explore template tools to make the develop-
upon and adds to participants’ personal/family journeys
ment process more manageable.
vc - Courses designated with as well as their collective insights about the role of racial,
VC are faculty-led courses. ethnic, and other differences in U.S. history and society. COMMUNITY AND NEIGHBORHOOD
They provide: The session allows participants to explore diversity within a
h In-depth exploration and REVITALIZATION
education on an important topic social, political, economic and historic lens.
h Course content spread over 3-4 We ask and explore questions including: What are the root
NR003wt The Essential Tools of Successful
weeks according to your
concepts or beliefs that give birth to privilege, unequal
Neighborhood Revitalization: Defining
schedule, along with a weekly live
session power and prejudice? What role did Story, Land, Labor,
Revitalization NEW!
h The ability to interact with your Comprehensive neighborhood revitalization doesn’t just
peers and expert faculty to
and Race play in the creation and maintenance of Privilege,
happen by itself — it requires an intentional process, from
explore your organization’s Power, Prejudice and Capitalism?
unique situation initial research and analysis through evaluating results.
h A variety of online tools to Unlike many sessions about race and diversity that are During this fun and interactive introductory course, partici-
enhance your learning and “shame, blame and guilt ceremonies,” this session allows pants will learn how to design and conduct a participatory
facilitate your coursework
new conversations in a safe, respectful, and even sacred neighborhood analysis process for comprehensive revital-
wk - Courses designated with space. Participants experience the power of storytelling in ization planning. You will also gain experience developing
WK are one-week workshops. the creation and maintenance of race myths, as well as its goals and measurable objectives and preparing a revitaliza-
They provide: power to connect people and combat structural inequities. tion action plan. Recognizing that neighborhoods across
h Content presented in five webinar They explore the ways that generations of Americans have the country vary widely and that each professional will
sessions over the course of five
days experienced and responded to racism, as well as the ways bring a unique set of knowledge, skills and experiences
h Self-paced online assignments-- that they can contribute to a more just society. to the course, it is designed to provide common language
approximately six hours of
course-related reading and We are not offering answers…But we will have a deep, and applied tools that participants can use for successful
assignments insightful, safe and, at times, fun conversation that will help neighborhood revitalization in any community.
h Use of peer discussion forums to
keep you connected to peers and you understand social justice, and maybe even plot your
faculty own social justice action plan. NR004wt The Essential Tools of Successful
h CEUs and certification credits are Neighborhood Revitalization: Visioning and
noted in the course descriptions.
HOUSING CONSTRUCTION AND REHAB Goal Setting
CEUs and certification credits are Comprehensive neighborhood revitalization doesn’t just
CP001wt Healthy Homes Fundamentals
noted in the course descriptions. happen by itself — it requires an intentional process from
By creating healthier housing, we promote the growth
initial research and analysis through evaluating results. In
and development of our children, provide a safer indoor
this interactive 90-minute faculty-led webinar, participants
environment for all, and potentially reduce health visits and
will focus on how to develop a community vision and goal
associated health care costs.
setting as part of the neighborhood planning process.
Many dwelling units have health hazards. With a growing You’ll leave able to engage with fellow residents and other
REGISTER NOW! body of evidence that links many health risks with existing neighborhood stakeholders and kick off a robust revitaliza-
housing conditions, this course will introduce you to the tion effort.
links between housing and health, the benefits of a holistic
approach, and the basic principles of healthy housing. In NR005wt The Essential Tools of Successful
addition, we provide some standardized and cost-effective Neighborhood Revitalization: Measuring Results
practices your program can use to reduce or prevent hazards A strong community revitalization effort requires not only
for renters or homeowners. effective and efficient planning and implementation, but
also a focus on evaluating results and iterating improve-
CP003wt Affordable Housing Rehab Upgrades for ment. In this 90-minute faculty-led webinar participants
7
Health and Safety NEW! will focus on creating measurable objectives as part of the
A successful housing rehab department must have in place neighborhood plan and methods to evaluate the results.
VIRTUAL TRAINING INSTITUTE
the policies, procedures and practices to support the We’ll also spend time on how to communicate results as part
program and the people who work in it. Guided by our expert of an important feedback loop to stakeholders and funders.
faculty, participants will consider how developing specifica-
tions and standards can improve their programs, and look at
template tools to make the development more manageable.COURSE DESCRIPTIONS
NR006wt Strategies to Meaningfully Engage COMMUNITY ECONOMIC DEVELOPMENT
wt - Courses designated with Stakeholders in Revitalization Planning: Effective
ED210vc Positioning Programs for Success:
WT are webinar training courses. Community Participation NEW!
They provide: Connecting Program Design to Community
Community involvement in visioning and planning a better
h 90 minutes of fast-paced, Economic Impact NEW!
intensive instruction future is undoubtedly one of the most critical elements of the
Do you feel challenged to clearly and graphically convey
h Ability to ask questions of revitalization process. Doing it well can be a very challeng-
expert faculty what your programs are all about to your board, staff and
ing task, and failing to do it well can have a major negative
h Learning checks funders? Can you demonstrate the connection between
impact on the process—maybe even cause its failure. An
h Downloadable resources your organization’s investments and its long-term economic
h 1.5 hours of continuing effective, successful participatory process not only results
impact in the community? This course uses the Logic
education credit in revitalization plans that truly respond to a community’s
Model framework to help you plan with the end in mind.
best interest, but the people engaged in it develop their
vc - Courses designated with You’ll improve your ability to design, market, monitor and
leadership skills and are better equipped to continue
VC are faculty-led courses. evaluate your organization’s programs using long-term,
advancing their community’s interests. Participants in this
They provide: measurable outcomes. This versatile and essential tool for
h In-depth exploration and course will discuss key barriers to effective community
designing community development programs will help you
education on an important topic participation and gain specific tools to overcome these
h Course content spread over 3-4 to identify needed resources, actions, achievable outcomes
barriers. Participants will also enjoy hands-on practice and
weeks according to your and community impact. In this interactive course you will
schedule, along with a weekly live exploration of various participatory planning techniques,
session study the difference between inputs, activities, outputs,
including the design charrette, the World Cafe and other
h The ability to interact with your outcomes and impact, and practice your hand at designing
peers and expert faculty to innovative participatory exercises.
explore your organization’s
Logic Models through interactive class exercises.
unique situation NR007wt Strategies to Meaningfully Engage
h A variety of online tools to
Stakeholders in Revitalization Planning: FINANCIAL CAPABILITY, HOUSING,
enhance your learning and
facilitate your coursework Overcoming Barriers COUNSELING AND EDUCATION
In this webinar, we will investigate a variety of successful HO001wt Foreclosure Tune-Up
wk - Courses designated with
approaches and techniques for achieving participation
WK are one-week workshops. It’s been a year or more since you successfully completed
They provide:
goals and objectives, both in-person and online. Effective HO109 Foreclosure Basics, and much has changed. We
h Content presented in five webinar and fun participation processes can also develop partici- know how important it is for you to have convenient access
sessions over the course of five pant leadership skills and help your stakeholders become to timely foreclosure information you can rely on. You’ll have
days
h Self-paced online assignments--
better equipped to continue advancing their community’s an opportunity to brush up on key concepts from the original
approximately six hours of interests. We will explore options from a large World Cafe, course and apply the latest foreclosure protocols and pro-
course-related reading and
assignments
storytelling, and place-based exercises to intimate porch cesses to your work. Led by one of our top-notch instructors,
h Use of peer discussion forums to talks, dialogue circles, and interviews – and everything in Foreclosure Tune-Up will help you and your clients better
keep you connected to peers and between. You will walk away with hands-on experience with navigate the current landscape for homeowners in crisis.
faculty
h CEUs and certification credits are
new engagement tactics, and an understanding of when
noted in the course descriptions. they may be most appropriate to enhance your revitalization
planning process.
CEUs and certification credits are HUD CERTIFICATION SERIES
noted in the course descriptions.
NR008wt Engaging Stakeholders in Revitalization Are you ready for the HUD counselor certification? All
Planning: Public Participation Plans and Evaluation housing counselors at HUD-approved counseling agen-
Meaningful and accessible community engagement is cies must obtain the Housing Counselor certification
critical to successful revitalization. However, doing it well for continued HUD funding! Take the entire series of
can be a very challenging task—and failing to do it well can webinars to boost your chance for success! And each
REGISTER NOW! have a major negative impact on the process. An effective, gives you 1.5 continuing education hours.
participatory process requires careful and well thought-out
planning. In this webinar, we will focus on developing a public HO002wt Housing Affordability: Building
participation plan to serve as a guide to organizing, execut- Competency in Housing Counseling
ing and evaluating a community engagement program. This faculty-led webinar training will help refresh
A good public participation plan connects a stakeholder your knowledge and skills in housing affordability,
analysis and goals and objective objectives with an array of one of the six major competencies emphasized in
appropriate participatory techniques, while also including the HUD certification exam. This course will allow
practical considerations such logistics, materials, and time counselors to refresh their knowledge and skills in
and resource constraints. Make your next engagement helping clients assess homeownership and rental
8
effort the best it can be! affordability options. Skills covered include practical
VIRTUAL TRAINING INSTITUTE
ways to calculate income, determine different types of
debt and review credit history.COURSE DESCRIPTIONS
HO003wt Fair Housing: Building Competency HO028wt Time’s Running Out! Tips, Tools and
wt - Courses designated with in Housing Counseling Techniques for Taking the HUD Exam
WT are webinar training courses. This faculty-led webinar training will help refresh your This faculty-led webinar will give you great test-taking
They provide: knowledge and skills in fair housing, one of the six strategies and practice to increase your confidence
h 90 minutes of fast-paced,
intensive instruction major competencies emphasized in the HUD certifica- and give you the skills to break down questions in all
h Ability to ask questions of tion exam. This course will allow counselors to refresh six competency areas. After you register and log in,
expert faculty their knowledge and skills in explaining how the federal you will find the assessment coursework document
h Learning checks
Fair Housing Act affects renting, lending, appraising under the resources (book icon) in the course. Be sure
h Downloadable resources
h 1.5 hours of continuing and selling of residential homes and which transac- to complete the 25-question assessment before the
education credit tions are exempt. By taking this course, counselors webinar. We’ll review each question and provide the
will be better able to identify acts of discrimination answers during the webinar so you can get a good
vc - Courses designated with in housing and assist clients to file complaints and sense of how ready you are.
VC are faculty-led courses.
They provide:
receive protections mandated by law.
h In-depth exploration and
education on an important topic HO004wt Financial Management: Building HO010wt Understanding the Skills Needed to be a
h Course content spread over 3-4 Competency in Housing Counseling Successful Financial Coach
weeks according to your
schedule, along with a weekly live This faculty-led webinar training will help refresh your Financial coaching is a proven approach to helping people
session knowledge and skills in financial management, one of the achieve long-term financial goals and build assets. A success-
h The ability to interact with your six major competencies emphasized in the HUD certifica-
peers and expert faculty to ful coach must master a set of skills that can help empower
explore your organization’s tion exam. This course will allow counselors to refresh clients to clearly assess their long-term financial goals and
unique situation their knowledge and skills in teaching clients budgeting
h A variety of online tools to
build strong financial habits. These skills can be used in one-
enhance your learning and skills, savings needs, and credit usage. Counselors will be on-one coaching sessions or in individual or group financial
facilitate your coursework able to effectively communicate actionable suggestions counselling programs. This course will illustrate the various
on implementing sound financial behaviors. skills needed to become a good financial coach. Gain insight
wk - Courses designated with
WK are one-week workshops. into the dynamics of the client-coach relationship and learn
HO005wt Tenancy: Building Competency in
They provide: about the techniques and approaches that can help get your
Housing Counseling
h Content presented in five webinar clients on the road to financial empowerment.
sessions over the course of five This faculty-led webinar training will help refresh
days your knowledge and skills in tenancy, one of the
h Self-paced online assignments--
HO021wt Stress Management for Housing Counselors
approximately six hours of six major competencies emphasized in the HUD As the economy becomes vulnerable due to loss of employ-
course-related reading and certification exam. This course will allow counselors ment, decreased work hours and furloughs during the
assignments
to refresh their knowledge and skills in assisting their stay-at-home order, housing counselors continued to
h Use of peer discussion forums to
keep you connected to peers and clients in understanding lease agreements, tenant be in the forefront, providing services to the community
faculty and landlord maintenance responsibilities, renters
h CEUs and certification credits are
during crisis. In parallel, housing counselors themselves
noted in the course descriptions. insurance, and steps to resolve disputes between are adjusting to changes in their work environment and
landlords and tenants. experiencing an increase in their workload. With these
CEUs and certification credits are
new adjustments, many counselors are feeling pressured
noted in the course descriptions. HO006wt Avoiding Foreclosure: Building
to shift quickly and are then becoming overwhelmed with
Competency in Housing Counseling
the tasks at hand. This course will help you understand
This faculty-led webinar training to help refresh your
the challenges that cause stress in our industry, provide
knowledge and skills in avoiding foreclosure, one of
tips and tools to manage crisis counseling in any work
the six major competencies emphasized in the HUD
environment without feeling overwhelmed, and show you
certification exam. This course will allow counselors
REGISTER NOW! how to organize your workflow and workspace to maintain
to refresh their knowledge and skills in delinquency/
productivity and decrease stress. You’ll leave ready to serve
eviction avoidance topics such as workflow processes,
clients effectively without feeling stretched thin.
foreclosure law, and mitigation options.
HO022wt Introduction to HUD’s HECM Counseling
HO007wt Homeownership: Building
Procedures and Roster
Competency in Housing Counseling
By the end of this webinar, participants will be able to imple-
This faculty-led webinar training will help counselors
ment HUD’s HECM Counseling Standardization and Roster
better understand homeownership promotion, one of
requirements, and obtain the tools needed to design a
the six major competencies emphasized in the HUD
counseling process that meets HUD guidelines as expressed
9 certification exam. This course will allow counselors to
in the HECM Protocol. Participants can access the training
refresh their knowledge and skills in changes impact-
VIRTUAL TRAINING INSTITUTE
site upon registration and begin looking at the valuable
ing the housing and rental markets; working with
course resources prior to the live online training session.
realtors, inspectors and appraisers; and the range of
available mortgage products.COURSE DESCRIPTIONS
HO023wt Foreclosure Intervention Services During HO031wt Rental Counseling and Eviction
wt - Courses designated with Disaster Recovery Preventions In Times of Crisis
WT are webinar training courses. After a disaster, many homeowners find themselves unable The impact of COVID-19 on renters means that housing
They provide: to make their mortgage payments and may be at risk of counselors will likely encounter a substantial increase in
h 90 minutes of fast-paced,
intensive instruction losing their home. Housing counselors are there to guide rental counseling demand. Counseling renters during and
h Ability to ask questions of them through this critical aspect of housing recovery. In this after the pandemic will require updates to current rental
expert faculty interactive webinar, we’ll review different types of disasters counseling processes, including an understanding of new
h Learning checks
and what officially designates a presidentially declared relief programs. Current eviction moratoria have offered
h Downloadable resources
h 1.5 hours of continuing disaster. We will cover disaster loss mitigation options a temporary reprieve, but housing counselors must be
education credit available to homeowners who have an FHA, VA, USDA and prepared for the long-term implications for at-risk renters
conforming loans. The content also includes the latest that will likely hit us in spring 2021. This course will arm
vc - Courses designated with information on mortgage moratoriums, credit impacts, learners with the most current information on the COVID-19
VC are faculty-led courses.
They provide:
waivers of late fees and penalties, avoiding scams, and the Tenant Relief Act, government assistance programs, evic-
h In-depth exploration and Servicemembers Civil Relief Act, as well as how federal and tion moratorium and rental relief options. It will also provide
education on an important topic state disaster declarations help protect homeowners. This tips and resources for housing counselors to assists their
h Course content spread over 3-4
weeks according to your
course provides new information and up-to-date resources clients efficiently and effectively during the pandemic and
schedule, along with a weekly live relating to the current disasters, principally COVID-19 and avoid eviction after the moratorium is lifted. Counselors will
session
programs offered under the CARES Act. also be provided with the latest updates on tenant rights
h The ability to interact with your
peers and expert faculty to and federal procedures.
explore your organization’s HO026wt Helping Your Clients Save Money
unique situation for Disasters HO032wt Effectively Managing Money and Debt
h A variety of online tools to
enhance your learning and In the past few years, many American households have During the COVID-19 Financial Crisis
facilitate your coursework been affected by some of the costliest disasters of our The COVID-19 crisis has caused financial hardships including
generation. If the clients we serve in our community are changes in income and even job loss among many American
wk - Courses designated with not financially prepared for a disaster, the impact can be households. The Coronavirus Aid, Relief, and Economic
WK are one-week workshops.
They provide:
catastrophic. Often the challenge is convincing clients that Security (CARES) Act provides various assistance programs to
h Content presented in five webinar saving money for disaster preparedness is possible and help households navigate the financial storm. In this webinar,
sessions over the course of five helping them take action by making it a financial priority. housing professionals will identify steps to assist clients in
days
h Self-paced online assignments--
In this session, we teach you how to strategically approach adapting to our financial crisis by creating a budget, designing
approximately six hours of motivating your clients to create and implement a disaster a strategic decision-making process including the prioritiza-
course-related reading and
assignments
emergency savings plan. You will learn over fifteen specific tion of important bills and expenses, and managing debt to
h Use of peer discussion forums to strategies for helping your clients discover money they can further minimize financial impacts of the crisis. The content
keep you connected to peers and save, and choose the correct savings tool for the money. will review various resources that provide financial assistance
faculty
h CEUs and certification credits are
to clients during the COVID-19 pandemic. Participants will
noted in the course descriptions. HO029wt Remote Homeownership Counseling also establish methods for helping clients find ways to
during Desperate Times NEW! increase income to stabilize their financial situation.
CEUs and certification credits are Agencies across the country are asking counselors to work
noted in the course descriptions.
from home and to provide telephone or virtual counseling HO033wt Protecting Credit and Avoiding Scams
services to clients. Join this 90-minute webinar to consider during the COVID-19 Financial Crisis
guidance for effectively delivering housing counseling in a The COVID-19 pandemic has caused many individuals to
remote environment. Learn about the many tools available lose money from reduced work hours, job loss or temporary
that can assist you in performing effective counseling by business closures. The ripple effect of an income loss
REGISTER NOW! phone or other modality. This webinar will help you assist means that many of them may not be able to pay all their
others in this unprecedented time of loss and uncertainty bills—especially debt which can negatively impact their
as we work together toward recovery. This webinar will credit. The negative impact on their credit can then create
also provide counselors with up-to-date information on long-term obstacles to financial solvency. These same
local and national initiatives for foreclosure prevention and individuals are also at the highest risk of scams that prey
avoiding eviction. upon the fears many have surrounding COVID-19, which
can block access to the legitimate assistance needed for
HO030wt Counseling Solutions for Vulnerable recovery. In this webinar, housing counselors will learn how
Populations and Homelessness in Times of Crisis to best counsel their clients on the necessary steps a client
The COVID-19 crisis has caused an uptick in families who should take to protect credit during and after the COVID-19
10 need housing counseling assistance. Those at a higher pandemic. The course will include strategies to help clients:
VIRTUAL TRAINING INSTITUTE
risk include households with minimal to no savings, limited
h Prioritize specific types of debt
English proficiency, older populations and many more.
h Establish a repayment plan that protects their credit
These same vulnerable populations are at high risk of
h Communicate effectively with creditors
becoming homeless. However, with proper tools, which
h Pinpoint specific COVID-19 scams that are
you’ll gain in this session, housing counseling agencies
targeting them
can help minimize the risk and impact of current financial
h Take measures to protect themselves and their credit
circumstances on these vulnerable populations.COURSE DESCRIPTIONS
HO035wt An Introduction to CounselorMax for New HO038wt Government Loan Basics for Housing
wt - Courses designated with End-Users Counselors
WT are webinar training courses. This faculty-led webinar training provides you with an As clients approach the mortgage-ready stage of the pre-
They provide: introduction to CounselorMax. You will learn the basics of purchase process, housing counselors should be able to
h 90 minutes of fast-paced,
intensive instruction navigating the system as well as workflow process and pro- discuss financing options, including various government
h Ability to ask questions of cedures using industry best practices for client management loans. While most counselors include FHA mortgage prod-
expert faculty systems. You will also learn about the reporting capabilities ucts in the conversation, they should have an understanding
h Learning checks
within CounselorMax, which include the HUD 9902. of all government loans to help weigh options that most
h Downloadable resources
h 1.5 hours of continuing benefit the clients’ financial goals. In this course, par-
education credit HO036wt Counseling Rural Clients on Eviction and ticipants will explore the benefits of securing an FHA loan
Foreclosure Amidst COVID-19 product, review eligibility criteria for VA and Rural Housing
vc - Courses designated with COVID19 has created unprecedented challenges for families Service special loan programs, and learn how to examine
VC are faculty-led courses.
and communities across the U.S., and housing counselors government vs. conventional products with clients. In addi-
They provide:
are continuously working to help individuals and families tion, tips and techniques will be shared regarding how to
h In-depth exploration and
education on an important topic maintain, or recover, stable and affordable housing. While increase your mortgage-ready pipeline of clients with the
h Course content spread over 3-4 some pandemic-related issues remain constant for all help of government financing.
weeks according to your
schedule, along with a weekly live communities, rural areas face unique challenges. Therefore,
session housing counselors must be well-versed in standard COVID- HO039wt Designing and Delivering Financial
h The ability to interact with your
peers and expert faculty to
19 responses and resources but also need to think broadly Capability Programs Virtually: Delivery NEW!
explore your organization’s when it comes to supporting rural households who are faced Delivering financial capability services—whether classes,
unique situation with issues that may be different and difficult to solve. The counseling or coaching—can be challenging and uncom-
h A variety of online tools to
enhance your learning and primary focus of this course is eviction and foreclosure fortable when first starting off. While nonprofits have
facilitate your coursework prevention during the COVID-19 crisis. This includes infor- traditionally been able to serve clients well in an in-person
mation on the CARES Act and other resources available to setting, replicating this interaction and connection is very
wk - Courses designated with rural communities. The discussion will also examine other different when delivering services virtually.
WK are one-week workshops.
They provide:
community development challenges unique to rural com- In this fast-paced webinar you will explore techniques
h Content presented in five webinar munities, such as limited internet access and its effect on for building a sincere relationship with your clients that
sessions over the course of five education, unemployment applications, and job searches; generates trust in you as a counselor or coach. You will also
days
h Self-paced online assignments--
difficulties related to childcare options; transportation learn effective strategies for audience engagement during
approximately six hours of access and safety; and obstacles to health and wellness. the online classes you offer. Finally, you’ll explore various
course-related reading and
assignments tools to help you create class activities that enhance learner
HO037wt Helping Clients Understand New
h Use of peer discussion forums to experience and intended outcomes.
keep you connected to peers and Manufactured Homes
faculty When renters and prospective buyers consider where to live,
h CEUs and certification credits are
HO040wt Designing and Delivering Financial
noted in the course descriptions. the decision is usually dominated by apartments for renters Capability Programs Virtually: Design NEW!
and single-family detached homes for buyers. Manufactured With the flexibility and convenience that the online world
CEUs and certification credits are homes, a leader of factory-built construction, are often provides, many of today’s consumers prefer this method for
noted in the course descriptions.
overlooked. Yet manufactured homes can represent a more conducting business. Therefore, it is now more critical than
efficient, precise, and affordable option for many people, ever for nonprofits to keep up with the trends and transition
especially in rural areas. Educators and counselors will their financial capability education program online.
examine how to provide clients with a new understanding of
During this webinar, you will learn how to outline, design,
broader options to satisfy housing needs, and how best to
and structure your financial capability classes. Specifically,
REGISTER NOW! outline the benefits. This primer course is best for either new
you’ll review best practices for teaching online including
staff unfamiliar with factory-built housing, or experienced
the number of hours, sessions, and participants for an
staff that are looking to enhance their program offerings and
optimal learning experience. In addition, you will compare
knowledge of affordable housing options.
platforms that can be used for live teaching versus hosting
By the end of this course, learners will expand their rec- pre-recorded content. Lastly, you will obtain a framework
ognition of housing types, comprehend new concepts and for setting up online registration, including confirmation
terminology, identify financing methods, and learn about and email communications to ensure client participation
preferred home elements. Community development profes- and retention.
sionals will be armed with knowledge and resources to
11 dispel common myths about manufactured housing.
VIRTUAL TRAINING INSTITUTECOURSE DESCRIPTIONS
HO041wt Using an Equity Lens in Financial HO044wt Designing and Delivering Financial
wt - Courses designated with Coaching Approaches Capability Programs Virtually: Marketing NEW!
WT are webinar training courses. Financial coaching is a proven way to improve financial With the flexibility and convenience that the virtual world
They provide: outcomes for individuals by supporting them on the path provides, many of today’s consumers are seeking out online
h 90 minutes of fast-paced,
intensive instruction toward financial goals and financial health. Unfortunately, services. Therefore, it is now more critical than ever before
h Ability to ask questions of these pathways are not always equitable and sometimes that nonprofits transition their financial capability educa-
expert faculty there are structural barriers that impede individual opportu- tion program online. This highly engaging and informative
h Learning checks
nity. How can your approach to financial coaching be more session will provide practitioners with the skills and tools
h Downloadable resources
h 1.5 hours of continuing inclusive? How can you adapt it to be more compelling, needed to successfully design and deliver engaging and
education credit relevant, and culturally responsive to communities who impactful online financial capability services.
have been historically shut out of financial opportunity? During this 90-minute webinar, you will learn how to better
vc - Courses designated with
This course will help you use an intersectional equity lens
VC are faculty-led courses. understand and target specific audiences. You will learn
They provide:
in your coaching work that accounts for people’s multiple tools and techniques such as demographic and psycho-
h In-depth exploration and identities (e.g., race, ethnicity, gender, geography) to help graphic analysis that can help better understand audience
education on an important topic clients safely navigate current systems and move toward needs and meet them where they are. You will also learn
h Course content spread over 3-4
weeks according to your
financial well-being. You will gain skills in seeing how critical aspects of creating a strong marketing campaign
schedule, along with a weekly live identity shapes access and opportunity, acknowledging that can help your organization clearly communicate the
session
systemic harms, building trust, engaging in self-reflection, value of your program in a way that resonates with your
h The ability to interact with your
peers and expert faculty to and gathering data to increase equitable outcomes. target audience. You will compare platforms and tools that
explore your organization’s
will help get your message out in print, social media and
unique situation HO042wt Owner-Occupied Rental Property and
h A variety of online tools to online. Lastly, you will learn to evaluate cost considerations
enhance your learning and Affirmatively Furthering Fair Housing NEW!
and the final results of marketing campaigns.
facilitate your coursework Do you want to help potential owner-occupied buyers looking
for down-payment assistance for purchasing rental property HO109vc Foreclosure Basics for Homeownership
wk - Courses designated with that they plan to live in, and are not sure where to start?
WK are one-week workshops. Counselors
They provide:
Do you want to provide potential owner-occupied buyers of This 4-week faculty-led online course is a beginner- to
h Content presented in five webinar rental properties with varying incomes tips on partnership intermediate-level course and is recommended for coun-
sessions over the course of five opportunities that may exist? Do you want to identify selors and others with less than 12 months of foreclosure
days
h Self-paced online assignments--
strategies that may work for owner-occupied buyers of rental intervention counseling experience. Learn the protocols for
approximately six hours of properties that want to focus on diverse neighborhoods? counseling homeowners in financial crisis.
course-related reading and
assignments This is a 90-minute faculty-led webinar that explores oppor- h Default and delinquency will be addressed, including
h Use of peer discussion forums to tunities to successfully navigate being an owner-occupied reasons for default
keep you connected to peers and
faculty landlord of a multi-unit property and the responsibilities h Ways to maximize income and reduce expenses
h CEUs and certification credits are that come with it. The session will focus on buyers becoming h Calculating delinquencies
noted in the course descriptions. successful homeowners of rental properties that they will h Understanding the players in the mortgage marketplace
CEUs and certification credits are
live in with an emphasis on fair housing, economic develop- h Loss mitigation options for a variety of mortgage products
noted in the course descriptions. ment, building credit for homeownership and committing to h Legal information about foreclosure laws and timelines
investing in themselves and their community! h Tips on effectively communicating with lenders and
servicers
HO043wt Trauma-Informed and Equity-Focused
h Understanding homeowner and lender rights and
Approaches to Service Delivery NEW!
obligations found in loan documents
This course provides a foundational framework for delivering
One year of general homeownership counseling experience
REGISTER NOW! financial capability services to a broad array of clients. You
is recommended prior to taking this course.
will learn the skills of trauma-informed services to maintain
the safety and well-being of clients. At the same time, you HO200vc Ready, Set, Prep: Tackling the
will understand the practices of equitable service delivery to HUD Counselor Exam Step-by-Step
ensure inclusiveness. You also will identify self-care strate- Get ready! Elevate your knowledge in the six essential
gies that support your interpersonal work with all your clients. competency areas, including financial management,
housing affordability, homeownership, avoiding foreclo-
sure, tenancy and fair housing. Set yourself up for success
in meeting HUD’s counselor certification requirements
12 by starting your prep with this 4-week faculty-led online
course. We’ll tackle the HUD study guide step-by-step, and
VIRTUAL TRAINING INSTITUTE
provide tools and relevant activities to help you master
and memorize content before taking the HUD counselor
certification exam. (formerly: Building Competency for HUD
Housing Counseling Certification).You can also read
