Compliance Mastery: Becoming a Certified Compliance Auditor/Officer

Duration - 800 minutes

Speaker : Jewel Pate

3-Day Training | Aug 5-7, 2025 | 11am-4pm EST Daily

PURCHASE OPTIONS
  • Single Attendee
    $ 999
  • Up to 5 Attendees
    $ 3500
  • Up to 10 Attendees
    $ 4800
  • Training Quiz
    $ 125
  • Forms
    $ 199
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Unlock Your Potential as a Compliance Auditor/Officer!

Join our 3-day intensive training and master the skills to succeed in affordable housing compliance. Learn regulatory document analysis, unit allocation, compliance checklists, income/rent limit processing, and audit preparation. Ideal for property managers seeking compliance expertise.

Webinar Details:

3-Day Training | Aug 5-7, 2025 | 11am-4pm EST Daily

Agenda:

Day 1: Compliance Auditing and Officer Responsibilities
1. Introduction to compliance auditing and officer roles
2. Regulatory documents and requirements
3. Job duties and responsibilities of a Compliance Officer
4. Introduction to compliance checklists and auditing tools
5. Overview of HOTMA and its purpose
6. Background on the United States Housing Act of 1937

Day 2: Unit Allocation, Lease-Up, and Compliance Checklists
1. Allocating units and managing waitlists
2. Building a master list during lease-up
3. Creating a comprehensive compliance checklist
4. Best practices for maintaining accurate records
5. Key Provisions of HOTMA (simplified income calculations, increased flexibility for public housing agencies, improved inspection standards)
6. Income Calculations and Verification (overview of income calculation methods, alternative methods for income verification)

Day 3: Audits, Reporting, and Implementation
1. Conducting on-site audits and reviewing documentation
2. Writing findings letters and reporting audit results
3. Developing corrective action plans and follow-up procedures
4. Best practices for maintaining audit trails and documentation
5. Oversight and Accountability (overview of oversight requirements, annual plan and report requirements)
6. Implementation and Best Practices (strategies for implementing HOTMA provisions, best practices for income calculations and verification)

The price includes training materials, a transcript of the training, and a certificate of attendance.

Add On's

A 25-question online certification test is available for $125.00

Course: Leadership Training,

Jewel Pate
Jewel Pate

Jewel, a proud native of Charlotte, NC, boasts an impressive track record of over two decades in the dynamic field of affordable housing. Her unwavering dedication has earned her a reputation as a trusted industry professional.

Jewel's key strength lies in her exceptional ability to establish and cultivate invaluable relationships with property owners, management companies, dedicated staff, and esteemed local, state, and federal housing finance agencies. By fostering these connections, she ensures unwavering compliance with state and federal regulations, meticulously managing budgets, reports, and policies with utmost efficiency. Her scope of responsibility extends across housing communities spanning the vibrant North and Southeastern regions.

Embarking on her illustrious career, Jewel first honed her skills in property management as a valuable team member of the Housing Authority of the City of Winston-Salem. Eager to expand her horizons, she embraced positions of progressive responsibility, notably excelling as a community manager in Durham, NC, and later as a compliance specialist in Greensboro, NC. Jewel's unwavering commitment to excellence and her unparalleled expertise propelled her into management roles throughout North Carolina.

In an exciting chapter of her journey, Jewel embarked on a transformative venture with a prestigious New York-based organization. Here, she commanded the realm of compliance management, overseeing a diverse portfolio of dozens of affordable housing properties. Her strategic leadership played a pivotal role in ensuring the well-being of thousands of units across the bustling Northeastern landscape.

With a wealth of experience, an unwavering dedication to her craft, and an impressive repertoire of accomplishments, Jewel stands as an invaluable asset to the affordable housing industry. Her unwavering commitment to excellence and meticulous attention to detail have solidified her position as a trusted advocate for thriving housing communities. Jewel owns JP Compliance Consulting, LLC, a leading property management organization across the North and Southeastern regions.

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SIMILAR EVENTS

Leslie Williams

Fair Housing 101 Protecting You and Your Company

Lloyd Adams

NSPIRE Compliance: HCV/PBV, Public Housing & Multifamily

Dewayne Legrant

Mastering the Management and Occupancy Review (MOR) Process

KBL Housing Consultants’ Training Reviews

Kelly

I took your very informative MOR webinar & am interested in an example of the file checklist you use, I would love to have my files in the order auditors would prefer. Thank you,

Marqus Jones

Good evening Lloyd, I appreciate the time you took to improve my eye as a maintenance man. Could you please provide me with a copy of today's REAC recording for future reference? I would greatly appreciate it. You have a safe holiday.

Tiffany Schulte

Thanks for hosting the NSPIRE class electronically; there is a lot of great information here and your delivery is great! Easy to understand, great progression pace, thorough coverage of course material. I'm always eager to give good reviews so if you need it posted somewhere else let me know where to go. Have a great weekend! NORTH WARD PLAZA WINTERSET LOW RENT HOUSING AGENCY

Tawnja

Thank you for the MOR presentation, I found it to be very informative. I would greatly appreciate a copy of the forms you showed at the end of the presentation.

Angela Balderama

"Hello, I just want to say that this is a good training and very informative-thank you! I sent you another email for the recording of the training but I have a couple of more requests... Do you have a list of what you'll be looking or not looking for? Dos and Don'ts"

Agustin

Mr. Lloyd Adams, The REAC/UPCS/NSPIRE Training was very insightful. I really appreciate the understanding I gleaned off of your knowledge.

Jan Johnson

Please email forms to me so enjoyed the MOR presentation

Pam

Thank you so much Mr. Adams for the most informative REAC webinar that you presented. I found this most helpful and very easy to follow. All of the important information was so well put together and very organized. Thank you again for all of the important and helpful information.

Kelley

Thank you so much! I guess I just don't trust people to be above board if they know they can get away with not paying a pet deposit. LOL! Your fair housing presentation was enjoyable and I'll be looking forward to more webinars!

Phyllis Holmes

One of the best training I have been in for REAC. Thank You

Jankarla Silverio

"Good afternoon, I enjoyed the MOR presentation and it will be very useful because I will have a MOR audit next month. Can you please send me a copy of the presentation? Thank you!"

Dana Brewer

Hello Lloyd, Thank you very much for presenting the REAC/UPCS/NSPIRE Training. It was very informative for me. I was invited to the training and took Marianne Mancinho spot. I am anticipating a REAC inspection of property this year. Your presentation will help me prepare for it.

Todd Stellmaker

Hey Lloyd – thanks for a great reac presentation. Excellent stuff!

Inna

Dear Mr. Adams, the REAC/UPCS Presentation was very useful, done in a good manner and quite easy to absorb. Can we have a printout of your presentation? Especially the New Changes part, Thank you in advance.

Karen

Great training today, I really did learn quite a lot! I would like to purchase the REAC quiz, how much would it be for each person? Can I purchase 1 recording or do I need to purchase it for everyone on my team that attended? Thanks,

Sheri Lovelady

Lloyd, Thank you for today’s REAC webinar. It was very informative!

Coleen Sanchez-Garcia

Thank you for the very informative training today. I would like to get a copy of the recording and take the REAC quiz.

Jen McCay

Thanks so much – the session was really great! Being new to HUD buildings I thought this was very well done and easy to follow. Take care – Jen McCay

Kevin Janik

Thank you for answering my questions. The NSPIRE presentation was informational and forward preparing. It is always good to know what is around the next bend.

Tammy Johnson

Good morning, I really enjoyed the class yesterday I wanted to follow up on when I will receive the certificate my company is horning brothers thank you so much in advance!

José Feliciano

Thank you for the excellent REAC training on Thursday. I want to make you a consultant, the photos included is an emergency éxit window. All these types of windows have this type of screw-in that window that is acceptable?

Miles Loewy

Hi Lloyd. I attended your REAC workshop last week, I found it to be very informative and your experiences made some issues much clearer.

Joyce Kayser

I wanted to thank you for the webinar on September 9th, it was very informative. We are going to be doing a mock inspection and I was wondering if you had a checklist we could use? Thank you.

Grace Morris

It was a very informative class last week. It is giving us the incentive to get moving on NSpire things NOW and not wait! Thank you

Gloria H. Rodriguez

I wanted to thank you for the training. It was excellent and very informative. In reference to the certificate, I'm not able to download the certificate. Can you resend it, and will you be sending the transcript?

Pete Stork

Thanks, It was a good refresher.

Blake Wells

Hi Lloyd, One of our employees, Mike Farmer, attended the KBL NSPIRE training on 9/21. Can you please send me an invoice for payment? Mike said the training was very informative. Greatly appreciated! Thank you,