Property & Asset Management Peer Learning Group

Dates: 2nd Wednesdays each month.  December 11, 2019.  In 2020 – January 8, February 12, March 11, April 8, May 13, June 10, July 8, August 12, September 9, October 14, November 11, December 9

Time: 9:00 AM – 11:00 AM  (NOTE: January 8 mtg one-time change to 3:00 PM to 5:00 PM)

Location: Housing Development Center, 847 NE 19th Ave #150, Portland  (NOTE: January 8 mtg one-time location change to Cascadia Behaviorial Healthcare, 847 NE 19th Ave., Suite 100., Portland

Phone call in: 832-831-2424 followed by Conference Pin# 150476

Purpose: Peer learning and networking group for staff focused on property and asset management with nonprofit affordable housing CDCs in Oregon.

Contact:  Emily Schelling, Director of Asset Management & Initiatives, Housing Development Center, Emily@hdc-nw.org, 503-528-5188

Dates: 2nd Wednesdays, January 8

Time: NOTE: January 8 mtg one-time change to 3:00 PM to 5:00 PM

Location: NOTE: January 8 mtg one-time location change to Cascadia Behaviorial Healthcare, 847 NE 19th Ave., Suite 100., Portland

Phone call in: 832-831-2424 followed by Conference Pin# 150476

Purpose: Peer learning and networking group for staff focused on property and asset management with nonprofit affordable housing CDCs in Oregon.

Contact:  Emily Schelling, Director of Asset Management & Initiatives, Housing Development Center, Emily@hdc-nw.org, 503-528-5188

Dates: Wednesday,  January 8

Time: 3:00 PM – 5:00 PM

In-person: One-time change to Griffith Park Building, 4755 SW Griffith Dr., Beaverton.  (Typically @ Housing Development Center, 847 NE 19th Ave #150, Portland)

Note: Best to attend in person. No direct line for phone conferencing. Will be dependent on zoom.com. Have not tested wi-fi strength at this location yet. Will do best to get it to work.

Phone: +1 669 900 6833

Video: https://zoom.us/j/444915525

Meeting ID: 444 915 525

Purpose: Monthly policy meeting for Housing Oregon member organizations in the Portland metro region to develop and advocate for policy change affecting affordable housing development and management.

Agenda:

January 2020 meeting focused on upcoming NOFAs from local jurisdictions in Washington County for Metro affordable housing bonds including the Housing Authority of Washington County, City of Beaverton, and City of Hillsboro. Also, info about City of Tigard’s Affordable Housing Plan. Good opportunity for building working relationships with affordable housing network in Washington County.

• Introductions and Housing Oregon updates
• City of Tigard – Schuyler Warren, Senior Planner, schuylerw@tigard-or.gov, 503-718-2437, https://www.tigard-or.gov/city_hall/affordable_housing.php
• Housing Authority of Washington County – Komi P. Kalevor, MBA, PHM, Director, Washington County Department of Housing Services and Executive Director, Housing Authority of Washington County, komi_kalevor@co.washington.or.us, (503) 846-4755 https://www.co.washington.or.us/housing/
• City of Hillsboro – Chris Hartye, Senior Project Manager, Community Development Dept., hartye@hillsboro-oregon.gov, 503-681-5233, https://www.hillsboro-oregon.gov/services/community-services/affordable-housing
• City of Beaverton – Javier Mena, Affordable Housing Manager, Community Development Dept., City of Beaverton, jmena@beavertonoregon.gov, 503-350-405, https://www.beavertonoregon.gov/163/Community-Development

Contact:  Brian Hoop, Housing Oregon, brian@housingoregon.org, 503-475-6056

Portland Metro Policy Council – Housing Oregon

Dates: Wednesday, December 11, 2019.  In 2020: January 8, February 12, March 11, April 8, May 13, June 10, July 8, August 12, September 9, October 14, November 11, December 9

Time: 3:00 PM – 5:00 PM

In-person: January 8 mtg one-time change to Griffith Park Building, 4755 SW Griffith Dr., Beaverton.  (Typically @ Housing Development Center, 847 NE 19th Ave #150, Portland)

Note: Best to attend in person. No direct line for phone conferencing. Will be dependent on zoom.com. Have not tested wi-fi strength at this location yet. Will do best to get it to work.

Phone: +1 669 900 6833

Video: https://zoom.us/j/444915525

Meeting ID: 444 915 525

Purpose: Monthly policy meeting for Housing Oregon member organizations in the Portland metro region to develop and advocate for policy change affecting affordable housing development and management.

January 2020 meeting focused on upcoming NOFAs from local jurisdictions in Washington County for Metro affordable housing bonds including the Housing Authority of Washington County, City of Beaverton, and City of Hillsboro. Also, info about City of Tigard’s Affordable Housing Plan. Good opportunity for building working relationships with affordable housing network in Washington County.

Contact:  Brian Hoop, Housing Oregon, brian@housingoregon.org, 503-475-6056

Fiscal Managers Peer Learning Group – Housing Oregon

GAAP Basics for Affordable Housing Nonprofits

Tuesday, January 21

12 Noon – 1:30 PM

In person: NW Health Foundation, 221 NW 2nd Ave #300, Ramona conference room, Portland, OR

Web video: https://zoom.us/j/103189749

Phone/audio only: +1 669 900 6833

Meeting ID: 103 189 749

Transit: One block off Trimet Blue/Red Old Town/Chinatown Max stop.

Parking: Smart Park at Naito and NW Davis

Join Fritz Duncan, CPA and Kari Young, CPA for a review of GAAP Basics for Nonprofits. This session will explore and discuss the particularities of GAAP standards and accounting, highlight new developments and the impact to nonprofit organizations.

Registration: If you’ve not already accepted previously sent calendar invites, then contact Brian Hoop, Housing Oregon at brian@housingoren.org or 503-475-6056.

Who should attend?

• Fiscal Managers
• Chief Financial Officers
• Controllers

The Fiscal Managers Peer Learning Group is sponsored by Jones & Roth CPAs & Business Advisors

Presenter Contact Information:

Fritz Duncan, CPA, Partner & Shareholder, Jones & Roth CPAs & Business Advisors

fritzd@jrcpa.com, (541) 687-2320

Kari Young, CPA, Partner & Shareholder, Jones & Roth CPAs & Business Advisors

kyoung @jrcpa.com, (541) 687-2320

Speaker Bios:

Fritz Duncan, CPA, Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for nonprofit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. He is recognized as one of the top nonprofit CPA’s in Oregon and is regularly called upon to present specialized nonprofit auditing and accounting topics at industry conferences. He has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. Fritz holds a Bachelor of Science in Accounting from the University of Oregon.

Kari Young, CPA is a Senior Manager and leader on the Jones & Roth nonprofit team. She also provides expertise to the Affordable Housing team and the Assurance Services Department. She is a member of the firm’s quality control team and the Form 990 Task Force. Her experience in the affordable housing industry includes performing audits, reviews, cost certifications, carryover tests, tax preparation/credit calculations, and other compliance and consulting engagements for low-income housing tax credit and HUD projects. Kari holds a Bachelor of Science in Accounting from the University of Oregon.