Housing Management Institute

Housing Management Institute
Chicago, IL  •  September 10-14, 2018

What is HMI?   The Housing Management Institute is a five-day event featuring several of NCHM's most popular classes. If your housing skills need improvement in any way – or if you've been looking to complete the prerequisites for the Registered Housing Manager designation – HMI is for you. HMI runs five times a year, in our most popular cities. See the agenda below for our next Institute in Chicago.


Certified Financial Specialist (CFS)

Certified Financial Specialist teaches the nuts and bolts of property-level financial management – knowledge that is essential to the successful operation of any type of multifamily or senior housing. CFS approaches the subject in two ways. First, it teaches participants what basic financial statements mean and how to use them in the day-to-day management of a property. Secondly, it goes in-depth on the proper way to develop an annual budget, teaching the critical steps in creating a budget that is accurate, achievable, and effective.  Online certification exam – one week to complete.

Download HMI registration form      Register for CFS only

Certified Manager of Maintenance (CMM)

All managers of multifamily and senior housing properties are faced with the same challenge: getting maintenance needs accomplished quickly, correctly, and at the least possible cost. CMM shows how to use existing work order systems to better plan and execute day-to-day maintenance. CMM also provides participants with tested tools and methods for increasing productivity without increasing cost.  Online certification exam – one week to complete.

Download HMI registration form      Register for CMM only

Blended Occupancy Specialist (BOS)

Blended Occupancy Specialist is a comprehensive study of the compliance challenges posed by "blended" sites – those properties receiving subsidies from multiple sources and/or financed through multiple programs. BOS focuses on where the rules overlap, where they differ, and how to steer a compliant path through it all. BOS is geared toward owners/agents/regional managers/supervisors or site managers who have properties with any combination of HUD project-based assistance, LIHTC, and HOME investment.

Download HMI registration form      Register for BOS only


EIV 1-Day Workshop (EIV)

The EIV 1-Day Workshop was designed to address the confusion that continues to surround HUD's Enterprise Income Verification (EIV) system – an independent third-party income verification source. The EIV 1-Day Workshop centers around the HUD EIV Notice and includes a sample EIV policy developed by NCHM; case studies; and a close look at various EIV reports and how they are to be used. Special attention is paid to EIV in the context of a Management and Occupancy Review (MOR).

Download HMI registration form      Register for EIV only

Certified Occupancy Specialist (COS)

Occupancy is a core competency for anyone involved with HUD-assisted housing, and for over 30 years NCHM's Certified Occupancy Specialist course has set the industry standard for teaching that competency. COS provides a comprehensive review and analysis of the guidelines and regulations set forth in HUD Handbook 4350.3 REV-1, including rent calculation, eligibility, verification, recertification, tenant screening, and Fair Housing. Find out why many organizations accept nothing less than a genuine COS.  Certification exam on day three.

Download HMI registration form      Register for COS only

Certified Manager of Housing (CMH) - Class ends September 13

Certified Manager of Housing teaches the key concepts and skills needed to effectively operate multifamily housing at the site level. In addition to covering the nuts and bolts of site-level management, the program addresses the decision making, team leadership, and interpersonal skills needed to guide staff and interact with residents in a productive manner. Students will learn how to use NCHM's Housing Management Performance Model to measure and improve operating results in the key areas of property management.  Online certification exam – one week to complete.

Download HMI registration form      Register for CMH only

Tax Credit Specialist (TCS)

Tax Credit Specialist provides a thorough introduction to the Low Income Housing Tax Credit (LIHTC) program, from development to allocation. Students learn the basics of LIHTC program compliance, including how to calculate assets and income, how to determine eligibility, and how to stay in compliance through proper annual recertifications and constant vigilance regarding tenant eligibility and Fair Housing. LIHTC and HUD-regulated programs are also compared and contrasted.  Certification exam on day three.

Download HMI registration form      Register for TCS only