Housing Counseling Webinar Archives

This page contains links to the archived versions of previously recorded webinars presented by the Office of Housing Counseling. In order to listen to the archived webinar, you will need call the 800 # listed and enter the access code. Any course materials, including the PowerPoint Presentations are also posted. You should have the presentations available when you listen to the webinar. If you have any questions regarding the webinars archived on this site, please contact Virginia Holman.

Training Archive – Audio Replay and Transcript:

  • Audio replay numbers are only available for 12 months after the date of the webinar
  • Transcripts are available for webinars from February 2016 going forward

Webinar Title
Click on the title to view webinar materials, and get credit for viewing the webinar.

Description

Date

Final Rule on Housing Counseling Certification for Affordable Housing Organizations This webinar, intended for affordable housing providers, covers the Housing Counselor Certification Final Rule, released by HUD on December 14, 2016. The Final Rule states that housing counseling required by HUD or provided in connection with any HUD program must be delivered by a HUD certified counselor working for a HUD-approved housing counseling agency. This webinar explains this new rule and help providers determine if their housing programs with HUD may be covered under this final rule. January 13, 2017
Stakeholders Conference Call on the Final Rule on Housing Counseling Certification This conference call provides housing counseling agency stakeholders with information on the Housing Counseling: New Certification Requirements Final Rule. December 19, 2016
Sub-grantee Award and Monitoring for Intermediaries, SHFAs and MSOs This webinar includes a review of the OMB requirements for awarding and monitoring sub-recipients (grantees) and a review of a sample template of a sub-recipient award and monitoring plan. December 13, 2016
Health Insurance Marketplace 101 This webinar provides individuals with a solid background on all aspects of the Marketplace program. Webinar attendees will learn about the role of the federal government and the states in the program's administration, who is eligible to purchase a Marketplace qualified health plan, the types of health plans individuals can choose from, and the eligibility requirements to receive tax credits to reduce monthly plan costs. December 7, 2016
Financial and Administrative Review for Intermediaries, SHFAs and MSOs This webinar is an orientation to the grantees scheduled for review during the quarter. The webinar covers all the review aspects, starting with the documents requested from the grantees, the various areas to be reviewed, what to expect during the on-site visit, and an overview of the calendar of events that grantees should be expecting related to the review overall. December 6, 2016
Expression of Interest Letters for FY17 Funding This webinar provides information for FY16 grantees on Expression of Interest Letters for FY17 funding. December 5, 2016
Applying and Computing the 10% De Minimis Indirect Cost Rate This webinar covers how to calculate the indirect costs using the 10% de minimis indirect cost rate for quarterly reports and requests for reimbursements. Definitions for allowable costs for determining the Modified Total Direct Costs (MTDC) with examples and scenarios of actual computations of the indirect costs using the 10% rate will be provided. In addition, a draft of the 10% De Minimis Rate will be shared. November 22, 2016
Grant Financial Reporting This webinar provides a detailed look at the financial grant reporting required under the HUD housing counseling grant agreement including preparing the quarterly report, Standard Form 425 (SF-425) for SHFAs, MSOs and Intermediaries, the final report for LHCAs, and properly accounting for the grant in the organization's general ledger on an accrual basis of accounting will be made. November 15, 2016
Implementing the OMB Uniform Grant Guidance Refresher This webinar provides a refresher on implementing the OMB Uniform Grant Guidance and discusses templates, forms, checklists, and other tools developed to assist grantees. October 4, 2016
Best Practices/Lessons Learned from Financial and Administrative Reviews This webinar is intended for Local Housing Counseling Agencies (LHCAs). The webinar covers the main issues found during the financial reviews performed in previous years. The presenters discuss the best practices related to grant management by topic areas and the lessons learned during the previous reviews performed. September 20, 2016
Grant Financial Reporting This webinar includes a detailed look at all of the financial grant reporting required under the HUD housing counseling grant agreement including preparing the quarterly report, Standard Form 425 (SF-425) for SHFAs, MSOs, and Intermediaries, the final report for LHCAs, and properly accounting for the grant in the organization’s general ledger on an accrual basis of accounting. The presenters review the composition of the Federal Financial Reports (SF-425); how this form should be completed; the meaning of each item described in it; and when and how often it needs to be completed and submitted to the grantees cognizant agency. The presenters also conduct a detailed look at the various components of the quarterly reports as required in the NOFA, explain what each of the required documents mean and provide examples, and talk about the issues found in previous reviews related to the quarterly reports. Finally, the webinar provides a review of the requirement for the grant to be maintained on an accrual basis of accounting in the grantee’s accounting system. August 23, 2016
Housing Counselor Online and the HUD-9902 This webinar is designed for Housing Counselor Online users who are responsible for daily client management, tracking and reporting. For users who wish to have a better understanding of your HUD 9902 reporting requirements, the webinar will cover how to select the HUD purposes and when to select Impacts and Scopes to show your effect on your community as a housing counseling agency. August 17, 2016
Stakeholders Meeting on Housing Counseling Handbook Revisions The Office of Housing Counseling is in the process of revising the HUD Housing Counseling Handbook. This stakeholders meeting is to solicit comments and suggestions on proposed handbook revisions. August 16, 2016
Preparing the Form SF-425 - Intermediaries, SHFAs, and MSOs This webinar is designed for Intermediaries, SHFAs, and MSOs. It provides detailed instructions on how to complete the Federal Financial Report (FFR) also known as the Standard Form (SF) 425. August 9, 2016
Grant Agreement Training for FY 2016 Comprehensive Housing Counseling Grants Webinar This webinar provides a review of the requirements for the FY 2016 Comprehensive Housing Counseling grants. A Grant Execution Checklist is included in the training material. July 6, 2016
CounselorMax and the HUD 9902 This webinar is designed for CounselorMax users who are responsible for daily client management, tracking, and reporting. It is also intended for users who wish to have a better understanding of the HUD 9902 reporting requirements. The presentation covers how to select the HUD purposes, as well as when to select Impacts and Scopes to show the effect on a community as a housing counseling agency. June 22, 2016
FHA Updates for Housing Counselors This webinar provides an update on FHA Programs and policies for housing counselors and is presented by Nancy West of the Santa Anna Homeownership Center. June 15, 2016
Exploring the Pros and Cons of Tribal Participation This webinar provides an overview of HUD’s Housing Counseling Program and a discussion of the pros and cons of tribal participation in the Program. June 14, 2016
Serving the AAPI Community Through Housing Counseling This webinar features a panel of experts from housing counseling agencies that have strong ties to local and national Asian American and Pacific Islander (AAPI) communities. The panelists share information and best practices for successfully working with the many cultures encompassed by AAPI population. May 25, 2016
Family Options Study Webinar This webinar discusses HUD’s Family Options Study, a multi-site random assignment experiment designed to study the impact of various housing and services interventions for homeless families with children. May 17, 2016
Overview of Financial and Administrative Review This webinar provides an overview of financial and administrative review and discusses agreed-upon procedures engagements. April 7, 2016
Severe Weather Preparedness for Housing Counseling Agencies This webinar, hosted by HUD’s Office of Disaster and National Security, covers severe weather preparedness for Housing Counseling Agencies. March 22, 2016
Housing Counseling Roundtable Meeting This webinar is a region wide gathering both in person and virtually of housing counseling agencies in Region X, hosted by the Regional Office and HUD's Office of Housing Counseling. March 16, 2016
Awareness and Visibility Campaign: Stakeholders' Meeting for LHCAs This webinar covers an Awareness and Visibility Campaign developed by the Office of Single Family Housing and the Office of Housing Counseling that rebrands HUD Housing Counseling as a positive tool for achieving housing goals. March 16, 2016
Awareness and Visibility Campaign: Stakeholders' Meeting for Intermediaries SHFAs This webinar covers an Awareness and Visibility Campaign developed by the Office of Single Family Housing and the Office of Housing Counseling that rebrands HUD Housing Counseling as a positive tool for achieving housing goals. March 16, 2016
Reviewing the Form SF-425 and Other Financial Reports This webinar covers grant reporting required under the HUD housing counseling grant agreement including reviewing the quarterly report, Standard Form 425 (SF-425) for SHFAs, MSOs, and Intermediaries. March 15, 2016
FY 2016-2017 Housing Counseling Training Grant Program NOFA This webinar provides information on the FY 2016-2017 NOFA for HUD’s Housing Counseling Training Grant Program, and covers changes to the application process including the new charts, funding methodology, the rating factors with information on specific charts, as well as submission requirements and other technical issue. March 2, 2016
FY 2016-2017 Housing Counseling Grant Program NOFA This webinar provides information on the FY 2016-FY 2017 NOFA for HUD’s Comprehensive Housing Counseling Grant Program, and covers changes to the application process including the new charts, funding methodology, the rating factors with information on specific charts, as well as submission requirements and other technical issue. February 25, 2016

Home Inspections Tutorial

This webinar provides information on home inspections and the required forms that housing counselors must give to pre-purchase clients.

February 24, 2016

Housing Counseling Migration to the HUD Exchange

This webinar is designed to train stakeholders on the newly designed HUD Exchange pages for the Office of Housing Counseling HUD Housing Counseling program. The HUD Exchange provides resources, assistance, and information to support the work of HUD's partners in local communities.

February 8, 2016

Submitting a Budget

This webinar includes topics such as developing the budget; justifications and assumptions; understanding unallowable costs; and requirements for submitting the 10% de Minimis submissions.

January 12, 2016

Preparing the Form SF-425

This webinar is designed for Intermediaries, State Housing Finance Agencies (SHFAs), and Multi-State Organizations (MSOs). It provides detailed instructions on how to complete the Federal Financial Report (FFR) also known as the Standard Form 425 (SF-425) including common errors and best practices.

December 8, 2015

FY2015 Grant Financial Reporting and SF-425 Review

This webinar includes a detailed look at all of the financial grant reporting required under the HUD housing counseling grant agreement including preparing the quarterly report, Standard Form 425 (SF-425) for State Housing Finance Agencies (SHFAs), Multi-State Organizations (MSOs) and Intermediaries, the final report for Local Housing Counseling Agencies (LHCAs), and properly accounting for the grant in the organization's general ledger on an accrual basis of accounting.

They review the composition of the Federal Financial Reports (SF-425), how this form should be completed; the meaning of each item described in it; and when and how often it needs to be completed and submitted to the grantees cognizant agency. They conduct a detailed look at the various components of the quarterly reports as required in the NOFA. They explain what each of the required documents mean and provide examples. In addition, the trainers talk about the issues found in previous reviews related to the quarterly reports.

Finally they review the requirement for the grant to be maintained on an accrual basis of accounting in the grantee’s accounting system.

November 10, 2015

Pre-Purchase Homeownership Counseling Demonstration and Evaluation

This webinar presents HUD’s Office of Policy Development and Research and features the Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluation. Dr. Marina L. Myhre, Social Science Analyst, Program Evaluation Division, PD&R, discussed the process in developing and conducting this demonstration project.

November 3, 2015

State of the Nation's Housing

This webinar features Dr. Chris Herbert, Managing Director, Joint Center for Housing Studies of Harvard University who presents findings from the State of the Nation's Housing 2015. The fledgling U.S. housing recovery lost momentum last year as homeownership rates continued to fall, single-family construction remained near historic lows, and existing home sales cooled. In contrast, rental markets continued to grow and 2014 saw record numbers of cost-burdened renters, including more renter households higher up the income scale.

October 22, 2015

Health Insurance Marketplace 101

This webinar is presented by HUD's Office of Housing Counseling and the Department of Health and Human Services. It provides Housing Counselors with an overview of the Affordable Care Act Health Insurance Marketplace, with information about enrollment, coverage, and additional resource.

October 22, 2015

Office of Housing Counseling Training Feedback Stakeholders Meeting

This webinar by the Office of Housing Counseling looks to receive stakeholder feedback on FY2015 training conducted by OHC and its partners - Booth Management, ICF, Training NOFA Grantees, federal agencies, and other training sources. They also ask for input for FY2016 training topics.

October 14, 2015

Reporting Tips for HUD-9902

The webinar covers the “New” for FY2015 9902; importance of accurate reporting; agency reporting challenges; goals and tips for reporting; agency staff roles and responsibilities; grantee highlights; navigating the Housing Counseling System (HCS); and the agency client management system.

September 25, 2015

FEMA’s National Flood Insurance Program for Housing Counselors

This webinar gives an overview of the Federal Emergency Management Agency's (FEMA) National Flood Insurance Program (NFIP) and provides the information and resources you need to educate your clients on the NFIP, flood insurance premiums and federal assistance available to homeowners and renters.

September 22, 2015

Delivering Housing Counseling Services

This webinar is the first in a three-part series of webinars to help you get ready for your next performance review. It provides an overview of housing counseling deliverables including the work plan, action plan, client follow-up, financial analysis and disclosures. The next two webinars focus on documenting these services and documenting client files.

September 21, 2015

Small Business Administration (SBA) Disaster Programs

This webinar presents the Office of Housing Counseling and the Small Business Association (SBA) to provide an overview of SBA programs and assist consumers after a disaster.

September 8, 2015

Protecting Personally Identifiable Information

This webinar presents the Office of Housing Counseling and the Privacy Branch, Office of the Executive Secretariat of the Office of Administration to provide an overview of privacy laws and regulations and ways to safeguard Personally Identifiable Information.

August 25, 2015

Grant Financial Reporting - 2015

This training includes a detailed look at all of the financial grant reporting required under the HUD housing counseling grant agreement including preparing the quarterly report, Standard Form 425 (SF-425) for State Housing Finance Agencies (SHFAs), Multi-State Organizations (MSOs) and Intermediaries, the final report for Local Housing Counseling Agencies (LHCAs), and properly accounting for the grant in the organization’s general ledger on an accrual basis of accounting.

HUD presenters review the composition of the Federal Financial Reports (SF-425), how this form should be completed; the meaning of each item described in it; and when and how often it needs to be completed and submitted to the grantees cognizant agency. They also conduct a detailed look at the various components of the quarterly reports as required in the NOFA and explained what each of the required documents mean and provide examples.

In addition, HUD talks about the issues found in previous reviews related to the quarterly reports and reviews the requirement for the grant to be maintained on an accrual basis of accounting in the grantee’s accounting system.

August 24, 2015

HUD Housing Counseling Program Handbook 7610.1 Revision

This webinar presents the Office of Housing Counseling, which reviews HUD Handbook 7610.1 REV-5. Participants provide feedback on how to improve the handbook for HUD’s Housing Counseling Program.

July 15, 2015

Overview of USDA Housing Programs

This webinar discusses the various multifamily loan and grant programs that are available as well as their Multifamily Housing Rental Assistance in Part I.

Part II discusses Single Family programs. Homeownership financing is provided at favorable rates and terms through a loan from a private financial institution and guaranteed by USDA Rural Development, or by a direct loan with USDA Rural Development. Home Repair Loans and Grants provide funds to elderly and low income homeowners to perform necessary repairs, improve or modernize a home, remove health and safety hazards, or make homes accessible for people with disabilities.

July 14, 2015

Grant Administration for Oversight Agencies (Intermediary Organizations, State Housing Finance Agencies, and Multi State Organizations)

This webinar is part of the Oversight of Networks Webinar Series.

June 25, 2015

Best Practices/Lessons Learned - LHCAs

This webinar discusses the main issues found during the financial reviews performed to date. HUD presents the best practices related to the grant management by topic areas and the lessons learned during the previous reviews performed.

June 19, 2015

Hudhousingcounselors.com Website Demonstration

This webinar provides a first look at the new website for training and certifying HUD housing counselors.

June 16, 2015

Housing Counseling Webinar: Tips and Tools for Working with Clients with Limited English Proficiency (LEP)

This webinar provides tips and tools for working with clients who have limited English proficiency.

June 16, 2015

Best Practices/Lessons Learned - MSOs, SHFAs & Intermediaries

This webinar discusses the main issues found during the financial reviews performed to date. HUD presents the best practices related to the grant management by topic areas and the lessons learned during the previous reviews performed.

June 15, 2015

Housing Counseling Webinar: Omni Circular for LHCAs and Sub-grantees

This webinar reviews major changes to the Office of Management and Budget (OMB) Omni-Circular impacting the financial and administrative requirements for Local Housing Counseling Authorities (LHCAs) and Sub-Grantees. Also it provides guidance to LHCAs and Sub-Grantees on implementing the financial and administrative changes required to comply with the HUD housing counseling grant and provided guidance and best practices for assisting LHCAs and Sub-Grantees to meet the requirement standards.

May 5, 2015

Financial Grant Reporting

This webinar gives a detailed look at all of the financial grant reporting required under the HUD housing counseling grant agreement including preparing the quarterly report, Standard Form 425 (SF-425) for State Housing Finance Agencies (SHFA), Multi-State Organizations (MSO) and Intermediaries, the final report for Local Housing Counseling Agencies (LHCA), and properly accounting for the grant in the organization's general ledger on an accrual basis of accounting. In addition, there is a discussion regarding the issues found in previous reviews related to the quarterly reports.

April 22, 2015

Understanding Indirect Cost Rates and Cost Allocation Plans

This webinar helps participants learn about indirect cost rates, cost allocation plans and when to implement the 10% de minimis rate.

April 14, 2015

IBIS Financial Assessment (FA) Demonstration

This webinar conducted by HUD Office of Housing Counseling focuses on the Financial Assessment component that will be added to the current RMA software. The training is conducted by HUD staff from the Office of Single Family Development.

April 8, 2015

Understanding Self-Employment for Income Verification

This webinar provides an understanding of how to calculate income when dealing with self-employed clients. Topics include what does it mean to be 1099 versus W-2; what to look for on income tax returns; how to read profit and loss statements; and other returns that a self-employed person would submit for income verification.

March 24, 2015

How to Read Financial Statements

This webinar presents how to read financial statements.

March 18, 2015

Detecting and Preventing Fraud in Small Organizations

This webinar teaches participants how to detect and prevent fraud in their organization from the experts, HUD's Office of the Inspector General. Tips include practices that non-profits can put in place with low to zero costs.

March 3, 2015

Oversight of Networks Series: Network Monitoring

This webinar is the second webinar in the HUD Office of Housing Counseling (OHC) Oversight of Networks Webinar Series for Intermediaries, State Housing and Finance Agencies (SHFA), Multi-State Organizations (MSO) and Local Agencies with branches.

February 27, 2015

Omni Circular for SHFAs, MSOs and Intermediaries

This webinar presents the Office and Management and Budget's (OMB) Omni Circular and the changes that impact housing counseling agencies.

February 10, 2015

Financial Assessment for HECM Counselors

This webinar presented by the Office of Housing Counseling provides training for current and prospective Home Equity Conversion Mortgage (HECM) counselors on Mortgagee Letters 2014-22 and 2014-21, Financial Assessment and Financial Assessment Guide and HECM Program Changes. The training is conducted by HUD staff from the Office of Single Family Development and Office of Housing Counseling.

February 3, 2015

Omni Circular for LHCAs and Sub-grantees

This webinar provides an overview on the Office of Management and Budget's (OMB) Omni Circular and the changes that impact housing counseling agencies.

February 3, 2015

HUD Client Projections in HCS

This webinar explains the process of entering HUD client projections in the Housing Counseling System (HCS) through a new function.

January 21, 2015

Affordable Care Act (ACA) Information for Housing Counselors

This webinar helps people make responsible decisions about housing and finances, and provide knowledge about affordable health care coverage that can help clients make more informed financial decisions. Representatives from the U.S. Departments of Housing and Urban Development and Health and Human Services discussed the Health Insurance Marketplace, and options for affordable coverage, deadlines and ways to enroll.

January 20, 2015

OMNI Circular Training for Grantees

This webinar discusses the main changes made by the Office of Management and Budget (OMB) with the implementation of the new unified Circular. It highlights the most critical aspects that could affect HUD grantees and the way they account for grant funding. The trainers broke it out in topic areas to make it easy to understand and apply at the grantee level and for the HUD Points of Contact (POC)s to understand what they should be expecting going forward.

January 6, 2015

Data Needs and Sources for Housing Counseling Agencies

This webinar is a look at what kinds of data housing counseling agencies use and what data would be beneficial. The presenters also discussed sources of data, including a demonstration of the Location Affordability Portal (LAP). Much of the LAP demonstration of various websites and data sources was live so it is not part of this archive.

October 28, 2014

Emergency Preparedness Planning for Housing Counseling Agencies

This webinar is a stakeholders meeting that discusses the role of housing counseling agencies in community emergency responses and the importance of Emergency Preparedness Planning.

October 21, 2014

Oversight of Networks

This webinar by the HUD Office of Housing Counseling is part of a series of webinars on the roles and responsibilities of organizations with networks of sub-grantees, affiliates, and/or branch offices. These trainings cover the topics of network monitoring, network expansion, grant administration and technical assistance.

This first webinar provides an overview of the series and briefly address network monitoring, expansion, and grant administration. The webinar also discusses affirmatively furthering fair housing requirements for HUD participating agencies through marketing activities. All HUD Housing Counseling Program participating agencies such as Intermediary Organizations, State Housing Finance Agencies, Multi State Organizations and Local Agencies that have multiple offices should plan to watch this informative series.

October 15, 2014

A Review of Form HUD-9902 - Housing Counseling Agency Activity Report

This webinar is for Housing Counselors and Client Management System (CMS) vendors. This webinar is a reprise of the August 19, 2014 webinar on the same topic and gives housing counselors an opportunity to ask additional questions as well as provide an introduction to the new Form HUD-9902 which is implemented in FY2015.

September 16, 2014

Privacy Act Training for Housing Counselors

This webinar by HUD's Office of Housing Counseling and Office of the Chief Information Officer discusses the requirements for protecting clients' personal information.

August 12, 2014

Learn How Faith-Based Non-Profit Agencies Can Participate

This webinar by HUD's Office of Housing Counseling and Center for Faith-Based and Neighborhood Partnerships discusses how faith based non-profits can participate in the Housing Counseling Program.

July 31, 2014

CFPB 101

This webinar is an introduction and overview of the Consumer Financial Protection Bureau, its authorities, functions and educational/digital offerings. This webinar helps housing counselors navigate the CFPB and better understand their various divisions and functions, how to access resources from the website and offices.

March 25, 2014

Financial Assessment Training for HECM Counselors

This webinar covers the requirements of the recently released Mortgagee Letter 2013-28, Financial Assessment. It also covers Mortgagee Letter 2013-33 with clarification of mandatory obligations, life expectancy set a-side and purchase transactions.

December 5, 2013

HECM Stabilization Act Training for Housing Counseling Agencies

This webinar presents the Office of Housing Counseling conducting a series of trainings for current and prospective Home Equity Conversion Mortgage (HECM) counselors on the recent changes in the HECM program. These trainings cover the provisions of Mortgage Letter 2013-27, changes to the HECM program requirements and Mortgagee Letter 2013-28, and the Financial Assessment and Property Charge Guide.

September 26, 2013

FY 2013 Grant Agreement Training

This webinar covers grant agreement changes, eligible activities, and expenses, reporting and other requirements under the Grant Agreement. The four key concepts of the training include streamlined requirements for grantees, voucher based grants, reimbursement for actual time spent and actual costs incurred (not averages or estimates), and files and records must demonstrate these costs/hours with submission to HUD by due date as indicated in Grant Agreement.

July 18, 2013

HECM Protocol Training

This webinar provides information on the HECM protocol. The agenda includes the objectives of reverse mortgage counseling, an overview of protocol attachments, and changes to counseling requirements.

December 14, 2012