Housing Authority Financial Workshop
October 10 & 11, 2023 | La Crosse, WI
Learn the basics of housing authority accounting and finance.
Get answers from expert fee accountants.
Network with housing professionals from across the nation.
This event will equip your housing authority’s financial staff with the necessary knowledge to help your organization fulfill the regulation and reporting demands. The topics covered will show how to improve efficiencies and procedures and strengthen financial management procedures and control.
Date
Tuesday, October 10 & Wednesday, October 11, 2023
Registration:
Registration is open until Wednesday, September 27, 2023.
Financial Basics
Fundamental financial topics covered during the workshop will include the following:
- Budgeting
- Financial Statements
- Year-End/FDS Reporting
- Audit
- Voucher/VMS
- Scoring
- Operating Subsidy
- Fixed Asset Basic
Hawkins Ash CPAs’ Fee Accountants will be on hand to provide answers to questions you may have. You’ll also have the opportunity to network with many professionals from other housing authorities.
Workshop Fees
$500.00/person
- Includes all topics listed above.
- Includes breakfast and lunch each day and Tuesday night happy hour.
Agenda
Learn | Get Answers | Network
Tuesday
7:30 – 8:30 a.m. Breakfast 8:30 – 8:45 a.m. Introductions 8:45 – 9:45 a.m. Operating Subsidy 9: 45 – 10:45 a.m. Budgeting 10:45 – 11:00 a.m. Break 11:00 a.m. – 12:00 noon Fixed Assets 12:00 – 1:00 p.m. Lunch 1:00 – 2:30 p.m. PH and CFP Financials 2:30 – 2:45 p.m. Break 2:45 – 3:00 p.m. Trivia Game with Prizes 3:00 – 4:00 p.m. Audit 4:30 – 6:00 p.m. Social Hour: Cocktails and snacks provided by Hawkins Ash CPAs
Wednesday
7:30 – 8:30 a.m. Breakfast 8:30 – 9:30 a.m. Fee Accountants: Roles and Responsibilities 9:30 – 10:30 a.m. How to Read Your Monthly Financial Packet 10:30 – 10:45 a.m. Break 11:00 a.m. – 12:00 noon REAC and Scoring 12:00 – 1:00 p.m. Lunch 1:00 – 1:15 p.m. Game 1:15 – 3:00 p.m. Voucher and VMS
Presenters
From the Hawkins Ash CPAs La Crosse, WI office, Angie leads a team that provides financial accounting and consulting services to housing authorities nationwide. She joined Hawkins Ash CPAs in 2006. For the firm and housing authority associations, Angie provides educational presentations on various financial topics.
Allison Dahl, Senior Associate
As a senior fee accountant in the Hawkins Ash CPAs La Crosse, WI office, Allison works closely with housing authorities throughout the U.S. to provide monthly accounting and consulting services.
Angie Fleming is an experienced Housing Manager at Hawkins Ash CPAs, and provides financial accounting and consulting services to housing authorities nationwide. She is responsible for monthly financial preparation, annual budgeting, subsidy submissions, and HUD filings. She enjoys working with and training clients and being involved in the start-to-finish process of financial preparation.
Justin Petersen, Senior Audit Manager
Justin Petersen joined Hawkins Ash CPAs in 2013. He is a Senior Audit Manager that specializes in housing authorities, tax credit projects, school districts, and municipalities. He is a member of the Firm’s governmental service group.
Justin has 7 years of experience completing single audits for various federal and state-funded programs administered by the Department of Housing and Urban Development, the Department of Transportation, the Department of Treasury, and the Department of Health and Human Services.
Put a face to the name and meet the rest of our friendly Housing staff in person!
Enjoy La Crosse, Wisconsin
Radisson La Crosse
200 Harborview Plaza
La Crosse, WI 54601
Hotel Reservations
Room reservations will be made by attendees on an individual basis using one of the following methods:
- Call Hotel directly Mon-Fri. 9am-5pm CST at 608-784-6680
- Call the Central Reservations line 24 hours a day at 1-800-333-3333
- Reserve on the brand website at here.
Attendees must make their reservations by Monday, September 11, 2023
About Hawkins Ash CPAs
Since 1968, Hawkins Ash CPAs has provided accounting, auditing, and consulting services to more than 150 Public Housing Authorities throughout the U.S. These housing authorities administer a wide variety of programs including Rural Development, WHEDA, Block Grant, Public Housing, and Section 8 programs.
As their partner, we have provided specific recommendations for improving efficiencies, procedures, and profitability, as well as strengthening management procedures and control.
Learn More About Us On Our Website
Registration Form
Please complete the form below and follow the directions for payment on the confirmation page. Registration and payment are due by Wednesday, September 27, 2023. Complete this form for each attendee.