2019 Spring Retreat Group Notes
2018 Annual Meeting Presentations & Materials
Andrea Levere, President, Prosperity Now
Building Financial Stability, Wealth and Prosperity in Our Communities
Financial Coaching Program Guide
Building a Culture of Leadership Continuity & Assessing the Resiliency of your Organization – Randy Brinson, Third Sector:
Leadership Continuity slides handout – Fahe Conference
Leadership Continuity Self-Assessment
10-Steps-CEO-Performance-Assess
Succession Editorial LB Journal
Chief Executive Succession Policy
Assessing Your Orgs Resilience – Updated with Fahe Session Ideas
Housing Counseling – David Gallian – HUD Office of Housing Counseling
Chris Flaig, CPA, Assurance Partner, Mountjoy Chilton Medley:
Not for Profit Accounting Changes & Liquidity
Availability of Resources Disclosures and other upcoming FASB rules
Financial Empowerment Panel
Kate Davidoff – Prosperity Now, Housing and Financial Capacity
Katrin Sirje Kark, Senior Program Officer, Rural LISC – Reinvesting in Rural America
Thomas, Dombrowski, Housing Outreach, Freddie Mac Credit Smart_Presentation
Mel Jones O’Brien, Research Scientist, Virginia Tech – Housing Needs Assessment
Dixie Bullock, Coach Team Manager, NextJob –NextJob Services Training
Funding Opportunities Panel
Curtis Stauffer – KHC – Funding Session Slides
Jeanie Barbrow, USDA-RD Virginia USDA-RD Funding Opportunities
Mary Hernandez, FHLB-Cincinnati
August 2018 – NNA-Sourcing Alliance – Full Recorded Presentation (50 min) Presentation Slides only
Office Depot/OfficeMax master list, please click here: OD/OM Master List
Please complete the very short survey, less than 3 minutes to complete, it will help us to look for other opportunities that fit your organization’s needs. Even if you did not attend the call, we would still appreciate your input. Please click here: 3 minute survey on presentation. During the presentation there is a discussion of discount cards that you could share with staff, residents, clients, etc. for savings up to 30% at Office Depot/OfficeMax. Please click here for an explanation and access to the card: Discount Store Purchasing Card
June 22nd – HPN Select Webinar – Fahe Vendor Playbook (all programs) 06.2018
2018 Spring Retreat
Self-Sufficiency Slides ~ Ratios for 2018 Spring Meeting
HPN Select: HPN Select Overview
Sherwin Williams: HPN Select Sherwin Williams Flooring v2 Sherwin paint and flooring joint collateral
Facility Maintenance: Maintenance USA 2 Pager Maintenance/Repair: HD Supply 2 pager Pest Control: Rentokil 2 pager
Staples Office Supplies: HPN program.v3 Elevator Maintenance: Schindler 2 pager
2015 Annual Meeting – Kingsport, TN – 2015 Annual Meeting Packet
Breakout Sessions:
- Fahe TRID Presentation- Laura Meadows, Jon Rogers
- Next Step – Stacey Epperson
- Wholly Owned Subsidiaries: Karen Jacobson, John Niederman, Preston Worley
- How We Grew – Karen Jacobson
- Example of LLC Agreement
- Creative Fundraising & Events – Cindy Ross
National Policy Update: Fahe Policy Presentation September 2015 – Andrea Ponsor
2014 Annual Meeting – Charleston, WV Annual Mtg Packet Final
Videos:
Jim’s opening speech: https://www.youtube.com/watch?v=aZTa-Mctyms
Gayle Manchin: https://www.youtube.com/watch?v=5UxE1HvsGDs
David Zuckerman: https://www.youtube.com/watch?v=KVy-5fOqioc
Hal Rogers Acceptance Speech: https://www.youtube.com/watch?v=6RdLN-kJ95I
8,000 units video: https://www.youtube.com/watch?v=itHX7txgrhY
Pom pom: https://www.youtube.com/watch?v=BBxGOIvH1yU
The Nott Brothers and Bob Reeder: https://www.youtube.com/watch?v=CB9XLjQFqPk
2013 Annual Meeting – Blacksburg, VA Agenda Final
More Than Housing
Money Follows the Person – J.Mayo
Teacher Village, Welch WV – V.Poynter
Patriot Place, Veterans – R.Patton
First Ward School Healthy Home, Seniors – K.Jacobson
Partnering with WVU – J.Martys
Measure Twice, Cut Once – Assessing Organizational Risk
Top Ten Indicators of Org. Risk – E.Haralson The Small Task on the third slide? I have five puzzles, 24 pieces each, in zip-lock bags. Two pieces have been removed from each and distributed into two of the other bags, and one piece removed and placed in a bag held by an assistant who will have a sign around their neck saying “Outside Resources.” Each of the five tables is given the instructions to assemble one of the puzzles. As they begin, the “Outside Resources” person places the sign around their neck and wanders around, checking in with each table, mainly being obvious. After about 5 minutes, one table will realize they do not have all the correct pieces and will have to work out a trade with another table, or two. They will at last notice the “outside resources” and get the last piece. What is the take-away? They have just demonstrated a FAHE. They have to work with the other members, and sometimes get outside resources from FAHE.
Mortgage Lending Compliance Issues
Flanagan Ability to Repay and Originator Compensation Presentation
Flanagan Mortgage Servicing and ECOA Appaisal Rules Presentation
Higher Prices and High Cost Mortgages
Building Funder Relationships
Building Funder Relationships – M.Crawford
Making Energy Star Green Built Homes Count – How to Get the Appraisal You Need
