VTI

NEIGHBORWORKS VIRTUAL TRAINING INSTITUTE FEBRUARY 15–19, 2021

A VIRTUAL TRAINING EVENT COMPLETE WITH: h WEBINARS h FACULTY-LED COURSES h TIMELY WORKSHOPS h NETWORKING AND BEST PRACTICE SHARING h A SPECIAL SYMPOSIUM – SHARED EQUITY HOUSING: CREATING LASTING AFFORDABILITY Register today AND COMMUNITY OWNERSHIP and receive a $50 GrubHub credit! TABLE OF CONTENTS

How to Build Your Week of Learning ...... 4

Event Schedule ...... 5

Affordable Housing Development ...... 6

Real Estate Asset Management ...... 7

Community Engagement ...... 7

Community Economic Development ...... 8

Construction and Rehab for Affordable Housing ...... 8

Financial Capability, Housing, Counseling and Education ...... 8

Nonprofit Management and Leadership ...... 13

Community and Neighborhood Revitalization ...... 14

Shared Equity Housing Creating Lasting Affordability and Community Ownership . . . . 15

Peer Learning ...... 16

Facilitated Roundtable Discussions ...... 17

Timely, Topical Workshops ...... 20

Networking and Personal Growth ...... 22

Pricing Information and Event Policies ...... 23

Registration, Step-By-Step ...... 24

THANKS TO THE SPONSORS OF THE NEIGHBORWORKS VIRTUAL TRAINING INSTITUTE: 2

U .S . Department of Housing and Urban Development VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL WELCOME TO NEIGHBORWORKS TRAINING–ONLINE!

JUST A SHORT YEAR AGO, we were in full planning mode for our 2020/2021 training institutes. Who could have predicted that we would find ourselves in the midst of a global pandemic to start our new planning season? What we are experiencing requires us to step outside of our comfort zones, expand our thinking and stretch our abilities to address the ever-changing needs of the communities we serve. Our Winter Virtual Training Institute is designed to help you meet and address all that you may face as we look to recovery and resumption of traditional operations. Like you, I look forward to the day when we can all gather together in one location and connect with each other. In the meantime, it is my honor to present to you the next best thing to being there in person – our 2021 NeighborWorks Virtual Training Institute. I am so proud of the training team for adapting to our new environment so quickly. Our virtual trainings and conven- ings are truly filling a critical need for our industry – offering professional development and training with minimal disruption to the important work we must continue to do. Whether it is completing one of our certifications, expand- ing your knowledge of community engagement and social justice issues or building your organizational capacity, I MARIETTA RODRIGUEZ, PRESIDENT & CHIEF EXECUTIVE OFFICER am confident we have a course for you. Please don’t miss this opportunity to customize a plan for learning that will allow you to continue to focus on your work and get the training and education you need. I would encourage you to build room into your schedule to attend our Wednesday Symposium Shared Equity Housing: Creating Lasting Affordability and Community Ownership – this session will present an unprecedented opportunity to dive into the issue of shared equity and cooperative housing strategies/models that are expanding affordable housing opportunities. The virtual setting gives I am excited about our Winter VTI, because I know it is what we need as a profession right now. Following are some of the sessions I am eager to check out. I hope to see you online! affordable housing and CB007WT Police-Community Partnerships: Building Relationships of Mutual Accountability community development We have recently witnessed far too many instances in which police have come into direct conflict with the communities professionals a convenient they “serve and protect.” In this interactive webinar we’ll explore the issues that affect police-community relations and identify strategies to prevent and reverse these dynamics through partnerships based on mutual accountability. and cost-effective way to CB004-006WT – Three Part Special Series: Conversations on Social Justice: Privilege, Power and Prejudice participate in more training This highly engaging and interactive three-part webinar series of conversations builds upon and adds to participants’ personal/family journeys, as well as their collective insights about the role of racial, ethnic, and other differences in and educate more staff. US history and society. The session allows participants to explore diversity within a social, political, economic and historic lens. HO031WT - Rental Counseling and Eviction Preventions Amid the COVID-19 Crisis The impact of COVID-19 on renters means that housing counselors will likely encounter a substantial increase in rental counseling demand. This course will arm learners with the most current information on the COVID-19 Tenant Relief Act, government assistance programs, eviction moratorium and rental relief options. HO033WT - Protecting Credit and Avoiding Scams During the COVID-19 Financial Crisis The COVID-19 pandemic has caused many individuals to lose money from reduced work hours, job loss or temporary business closures. The ripple effect of an income loss means that many of them may not be able to pay all their bills. In this webinar, housing counselors will learn how to best counsel their clients on the necessary steps a client should take to protect credit during and after the COVID-19 pandemic. ML207WK - A Blueprint for Designing and Implementing a Strategic Crisis Management Plan This one-week faculty-led online workshop will equip you with all the tools to handle any crisis, from natural disasters to the even greater non-natural pressures like bomb threats, CEO departures, bad press and inappropriate staff issues. The course will provide human services professionals with templates for developing your agency’s own crisis management plan. You will receive everything from media training and content materials needed in a crisis to 3 role-playing with real scenarios. We work hard to ensure that NeighborWorks is providing the responsive and current training to meet your growing needs. Thanks for all you are doing – continue to take good care and stay safe. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL HOW TO BUILD YOUR WEEK OF LEARNING

Times are tough, and community-serving professionals are busy addressing more complex challenges for a greater number of clients . Your knowledge, skills and capacity to help are needed like never before! The Virtual Training Institute gives you a cost-effective, convenient way to build your skills and stay close to your work at the same time . Here’s how to make sure you maximize the value of the event:

1. CHOOSE YOUR EXPERT-FACILITATED COURSES We’ve put together a selection of all-new and updated courses that help you with our unprecedented situation. Courses are offered in a number of content areas and course types to match your preferred learning style.

WT - Courses designated with WT are webinar training courses . They provide: h 90 minutes of fast-paced, intensive instruction h Ability to ask questions of expert faculty AND HAVE BREAKFAST h Learning checks OR LUNCH ON US h Downloadable resources h 1.5 hours of continuing education credit Keep up your strength for a week of powerful professional development! VC - Courses designated with VC are faculty-led courses . They provide: Participants will receive a $50 credit h In-depth education—the closest thing to a NeighborWorks Training Institute course in with GrubHub, a leading food-ordering an online format and delivery marketplace connecting you h Course materials spread over 3-4 weeks, along with a weekly live session with faculty to your favorite local restaurants—and and peers supporting the restaurant industry h The ability to interact with your peers and expert faculty to explore your organization’s and delivery drivers through the COVID unique situation and challenges pandemic. You can use this anytime h A variety of online tools to enhance your learning and facilitate your coursework throughout the week of Feb. 15-19. Complete instructions will be sent to you WK - Courses designated with WK are one-week workshops . They provide: after you register. h Course material presented across one week h Self-paced online assignments-approximately six hours of course-related reading and assignments h Use of peer discussion forums to keep you connected to peers and faculty

CEUs and certification credits are noted in the course descriptions.

2. ADD IN PEER LEARNING SESSIONS We offer peer learning and professional networking that bring your coursework to life and enhance your career prospects at the same time. Gather best practices from colleagues around the country in both a small group and individual setting. See page 16 for details. Register for the Virtual Training Institute 3. CHOOSE AFTERNOON WORKSHOPS We’ve curated a set of workshops from partners and funders in our field to ensure that you’re REGISTER NOW! on top of the latest approaches and new strategies and offerings. These sessions begin at 4:30 each day for an hour/hour-and-a-half, and are a great way to close out your day on a substantial note. See page 20 for session descriptions. Webinar HUD Certification Exam Prep Series Afternoon Workshop Symposium PLEASE NOTE: ALL CLASSES ARE INDICATED IN EASTERN STANDARD TIME . REFER TO THIS LEGEND IF YOU ARE IN ANOTHER TIME ZONE . EVENT SCHEDULE Faculty Led Roundtables (45 min.) 1-Week Workshop Networking CST subtract 1 hour MST subtract 2 hours PST subtract 3 hours AST subtract 4 hours HST subtract 6 hours

All classes ‹ 8:30 AM ‹ 9:00 AM ‹ 10:00 AM ‹ 10:30 AM ‹ 11:30 AM ‹ 12:00 PM ‹ 12:30 PM ‹ 1:00 PM ‹ 1:30 PM ‹ 2:00 PM ‹ 2:30 PM ‹ 3:00 PM ‹ 3:30 PM ‹ 4:00 PM ‹ 4:30 PM ‹ 5:00 PM ‹ 6:00 PM are in EDT CB007WT Police-Community Partnerships: Building Relationships HO003WT Fair Housing: Building Competency in Housing NETWORKING CB004WT Privilege: Conversations on Social Justice NETWORKING CB008WT Understanding the Politics of Policy: Influencing Policy Making NETWORKING NETWORKING Build Your Asset Management Network of Mutual Accountability Counseling HO028WT Time’s Running Out! Tips, Tools and Techniques for HO010WT Understanding the Skills Needed to be a Successful HO031WT Rental Counseling and Eviction Preventions Amid the HO026WT Helping Your Clients Save Money for Disasters New Opportunities for Affordable Homeownership Taking the HUD Exam Financial Coach COVID-19 Crisis Executive Transitions-What to Consider HO002WT Housing Affordability: Building Competency in Housing HO039WT Designing and Delivering Financial Capability Programs When Anticipating a Change & AH002WT Community Development Block-Grant Disaster Relief Counseling Virtually: How to Engage Your Clients Virtually Organizational Leadership COVID-19 Response and Impacts on ML001WT Keys to Developing a Social Media Strategy for Your HO022WT Introduction to HUD’s HECM Counseling Procedures and HO035WT An Introduction to CounselorMax for New End-Users MONDAY Services and Service Delivery Organization Roster 2/15 AH121WK Real Estate Financing Nuts and ML109WK Developing Your Leadership AH211WK How to Maintain Compliance in Bolts Potential LIHTC Projects ML207WK A Blueprint to Designing ED212WK Short & Sweet for the Long Term and Implementing A Strategic Crisis – Guerilla Urbanism Management Plan Addressing Food Insecurity in Our Communities Rural Organizations as “Jack-of-All-Trades” During Covid-19

HO036WT Counseling Rural Clients on Eviction and Foreclosure HO004WT Financial Management: Building Competency in Housing HO010WT Understanding the Skills Needed to be a Successful Organizational Cultural Assessments NETWORKING NETWORKING NETWORKING NETWORKING HUD Office of Housing Counseling Updates Amidst COVID-19 Counseling Financial Coach Working Across Sectors for Impact: AM002WT Other People’s Money: Sizing Debt for Multifamily After Forbearance–Opportunities and Challenges in the Next Developing Partnerships That Work for Your ML014WT Mapping Your Data with Tableau HO005WT Tenancy: Building Competency in Housing Counseling Properties Stage of the Pandemic and Recovery Organizations and Communities HO041WT Using an Equity Lens in Financial Coaching Approaches AH003WT What Makes Lease-Purchase Programs Succeed or Fail? 2020 Dorothy Richardson Award for Resident Leadership TUESDAY 2/16 AH256VC Shared Equity Housing: Creative Models to Preserve Affordable ML120VC Strategic Thinking and Planning Homeownership The Impacts of Covid-19 on Homeownership Counseling Advancing Equitable & Inclusive Lending Partnerships

HO032WT Effectively Managing Money & Debt During the HO022WT Introduction to HUD’s HECM Counseling Procedures and CB009WT Understanding the Politics of Policy: Rules and HO006WT Avoiding Foreclosure: Building Competency in Housing Bank of America $5B Community Homeownership Commitment and NETWORKING NETWORKING NETWORKING NETWORKING COVID-19 Financial Crisis Roster Regulations for Nonprofits Counseling the Connect to Own® Fee-for-Service Homebuyer Education Program HO040WT Designing and Delivering Financial Capability Programs: Making Change at the Federal Level -- Tools & Tips for Influencing ML013WT The Art and Science of Facilitation CB005WT Power: Conversations of Social Justice ML012WT Emotional Intelligence at Work How to Set Up Your Program for Success Congress and the Administration HO031WT Rental Counseling and Eviction Preventions Amid the WEDNESDAY Fee for Service Structures HO037WT Helping Clients Understand New Manufactured Homes HO021WT Stress Management for Counselors 2/17 COVID-19 Crisis NR390VC Make it Last: Integrating Arts and Beyond the Outputs: Moving #’s and $’s to HO229VC Homebuyer Education Methods: HO310VC Financial Coaching: Helping Analysis to Leverage Creative Community the Streets Training the Trainer Clients Reach Their Goals Development SYMPOSIUM: Shared Equity Housing: Creating Lasting Affordability and Community Ownership

HO028WT Time’s Running Out! Tips, Tools and Techniques for HO032WT Effectively Managing Money & Debt During the COVID- Morale Boosting During Challenging Times NETWORKING ML012WT Emotional Intelligence at Work NETWORKING NETWORKING NETWORKING Forbearance Education Materials from CFPB Taking the HUD Exam 19 Financial Crisis Understanding the Digital Divide/ AM001WT To Self-Manage or Not to Self-Manage Your Property - CB007WT Police-Community Partnerships: Building Relationships Addressing Broadband Access in Low- and HO001WT Foreclosure Tune-up Maximize Your Potential with Coaching What is the Answer? of Mutual Accountability Moderate- Income Communities HO033WT Protecting Credit & Avoiding Scams During the COVID- HO035WT An Introduction to CounselorMax for New End-Users ML013WT The Art and Science of Facilitation Equitable and Inclusive Lending—ITIN Lending 19 Financial Crisis HO200VC Ready, Set, Prep: Tackling the HO007WT Homeownership: Building Competency in Housing AH001WT Basic Feasibility Questions for Affordable Housing Projects THURSDAY HUD Counselor Exam Step by Step Counseling 2/18 HO250VC Homeownership Counseling HO347VC Best Practices to Improve Certification: Principles, Practices and Your Foreclosure Intervention Counseling Techniques, Part I Program ML251VC Developing Successful HO208VC Building Skills for Financial Partnerships with Native Organizations Confidence Disaster Response 5 Rural Organizations as “Jack-of-All-Trades” During Covid-19

CB010WT Understanding the Politics of Policy: Influencing Policy Leveling Up Organizational Learning NETWORKING CB006WT Prejudice: Conversations on Social Justice NETWORKING Change

FRIDAY Addressing Food Insecurity in Our Communities HO038WT Government Loan Basics for Housing Counselors CP001WT Healthy Homes Fundamentals 2/19 ML001WT Keys to Developing a Social Media Strategy for Your HO041WT Using an Equity Lens in Financial Coaching Approaches Organization ML015WT Data Visualization Best Practices COURSE DESCRIPTIONS

AFFORDABLE HOUSING DEVELOPMENT course is presented in one week, Monday to Friday. Live WT - Courses designated with online session(s) are held during the week with the faculty WT are webinar training courses. AH001WT Basic Feasibility Questions for and participants. Participants should expect to spend They provide: Affordable Housing Projects approximately six hours on course-related reading and h 90 minutes of fast-paced, In this course we will pose dozens of questions that need to intensive instruction assignments. h Ability to ask questions of be answered before pursuing an affordable housing project. expert faculty Every organization is different and no two projects are the AH211WK How to Maintain Compliance in h Learning checks same, but the same basic feasibility questions need to be NEW! h Downloadable resources LIHTC Projects h 1.5 hours of continuing answered by all to insure a successful project. We will look This one-week workshop goes beyond the day-to-day compli- education credit at organizational readiness; community support; project ance needs of property management and covers the variety of siting issues as well as funding and finance. We may not VC - Courses designated with responsibilities the General Partner has for maintaining com- VC are faculty-led courses. have all the answers—but we do have all the questions! pliance through the life of the property. These responsibilities They provide: include fulfilling program obligations to the IRS and the State h In-depth education—the closest AH002WT Community Development Block Tax Credit Allocation agency, managing resident selection, thing to a NeighborWorks Grant Disaster Relief Training Institute course income certification and rent limits, and understanding the in an online format CDBG-Disaster Recovery is HUD’s program for providing h Partnership Agreement and the financial and reporting needs Course materials spread over 3-4 disaster recovery money to states and local governments. weeks, along with a weekly live of the Limited Partner. Starting with an overview of how the session with faculty and peers CDBG-DR allows many types of activities, and thus offers h Low-Income Housing Tax Credit (LIHTC) program works, this The ability to interact with your grantees recovery options and tools not available from peers and expert faculty to class provides participants an opportunity to discuss what explore your organization’s FEMA or SBA—including home repair and reconstruction, unique situation and challenges happens after the credits are awarded. h A variety of online tools to elevation and buyouts of vulnerable properties. This webinar enhance your learning and will cover This one-week workshop includes self-paced online assign- facilitate your coursework ments and the use of peer discussion forums. The course h How funds are allocated is presented in one week, Monday to Friday. Live online WK - Courses designated with h Most common DR-funded activities WK are one-week workshops. session(s) are held during the week with the faculty and par- h Common waivers from CDBG rules They provide: ticipants. Participants should expect to spend approximately h Course material presented h How nonprofits participate in recovery efforts across one week six hours on course-related reading and assignments. h Self-paced online assignments— AH003WT What Makes Lease-Purchase approximately six hours NEW! AH256VC Shared Equity Housing: Creative of course-related reading Programs Succeed or Fail? and assignments Based on surveys and interviews with numerous lease- Models to Preserve Affordable Homeownership NEW! h Use of peer discussion forums purchase programs around the country, we collected the to keep you connected to peers In this introductory faculty-led online course, participants and faculty important lessons learned on why these programs fail and will review the most common models of shared equity what the necessary components are of a successful lease- CEUs and certification credits are homeownership, weighing the pros and cons of each noted in the course descriptions. purchase program. We’ll provide an overview of the basic model as a vehicle for promoting individual and community elements for success and explore the resources that are security, prosperity, and mobility. Shared-equity homeown- readily available to support positive outcomes. At the conclu- ership is a creative tool for developing vibrant, inclusive and sion of this exploration you’ll be equipped to determine what equitable communities. Community land trusts, shared- changes or additions are needed for your own program, or to equity cooperatives and deed-restricted homes are models decide not to pursue this complicated strategy. where the rights, responsibilities, risks, and rewards of REGISTER NOW! AH121WK Real Estate Finance Nuts and Bolts homeownership are shared between the individuals who NEW! own and occupy this housing and an organizational entity This one-week workshop introduces the key components of that stands behind the home long after it is sold. These real estate financing. Learn basic real estate financial terms models ensure that homes remain affordable on a long-term and basic principles of financing real estate. Examine the basis to people of modest means by restricting the amount concept of loan amortization and the American mortgage of equity that homeowners can remove from their homes lending system for rental and homeownership. Learn to on resale. use spreadsheets to make basic financial calculations of This faculty-led online course includes self-paced online loan payments; interest rates; present and future values of assignments and the use of peer discussion forums. The 6 investments/loans; and the APR. Appropriate for persons course is presented in four weekly lessons. A live online new to real estate financing and those wanting to learn session is held weekly with the faculty and participants. how to use spreadsheets. A basic knowledge of Excel is Participants should expect to spend approximately four necessary for this class. hours per week on course-related reading and assignments. This one-week workshop includes self-paced online assignments and the use of peer discussion forums. The VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

REAL ESTATE ASSET MANAGEMENT CB007WT Police-Community Partnerships: WT - Courses designated with Building Relationships of Mutual WT are webinar training courses. AM001WT To Self-Manage or NOT to Accountability NEW! They provide: Self-Manage We have recently witnessed far too many instances in which h 90 minutes of fast-paced, This course is designed for any organization that owns intensive instruction police have come into direct conflict with the communities h Ability to ask questions of rental real estate, and will assist property managers or they “serve and protect.” Race has been a prominent expert faculty asset managers whose portfolios come in any size -- less h element of these conflicts but many point to other triggers: Learning checks than fifty units to over a thousand. The session provides a h Downloadable resources despair and hopelessness in poor communities, citizens not h 1.5 hours of continuing framework for evaluating whether self-managing or using a knowing their rights or not trusting the police; inappropriate education credit third-party property manager best aligns with the goals of police training and the pressures of the job; or outright both your organization and the properties themselves. It VC - Courses designated with abuse, and lack of empathy. In this interactive webinar we’ll VC are faculty-led courses. walks you through the ten key decision-making points for explore the issues that affect police-community relations They provide: this evaluation, reviews your roles and responsibilities as and identify strategies to prevent and reverse these dynam- h In-depth education—the closest a landlord, and identifies the specific challenges posed by thing to a NeighborWorks ics through partnerships based on mutual accountability. Training Institute course managing affordable housing. You’ll explore research and in an online format Join us to explore the evolution of policing in American case studies, including a look at cash flows, budgeting and h Course materials spread over 3-4 history and learn about its current practice. Understand weeks, along with a weekly live considerations for opportunities and growth. In addition to session with faculty and peers how good intentions on either side can lead to disaster taking away the decision-making framework, this course h The ability to interact with your and discover tools to prevent and resolve conflict. Develop peers and expert faculty to will provide resources and strategies to share with others in explore your organization’s strategies to educate community members about their unique situation and challenges your organization. rights and to prepare the police to work alongside the h A variety of online tools to enhance your learning and AM002WT Other People’s Money: Sizing Debt community. Learn to address head-on the most challenging facilitate your coursework for Multifamily Properties NEW! issues, like race and class in police-community relations, in WK - Courses designated with This session will teach participants how to size debt for a ways that result in strong, collaborative relationships that WK are one-week workshops. multifamily property. Lenders use two measures to assess do not skirt accountability. They provide: how much a property can borrow: loan-to-value ratio and h Course material presented across one week supportable debt based on the property’s ability to pay SPECIAL SERIES: UNDERSTANDING h Self-paced online assignments— (NOI/target debt service coverage ratio). In the course of the approximately six hours THE POLITICS OF POLICY of course-related reading webinar, participants will learn how to use Excel to calculate and assignments supportable debt with each of these methods, and will CB008WT Influencing Policy-Making NEW! h Use of peer discussion forums to keep you connected to peers come to understand what these two measures mean and and faculty CB009WT Rules and Regulations how underwriters use them. for Nonprofits NEW! CEUs and certification credits are noted in the course descriptions. COMMUNITY ENGAGEMENT CB010WT Influencing Policy Change NEW! Community builders and organizers assist and support communities to create the future the community wants. SPECIAL SERIES: Some changes can occur from within, other changes CONVERSATIONS ON SOCIAL JUSTICE need “outside” assistance, including from the city or CB004WT Privilege NEW! county council, planning commission or any number REGISTER NOW! of other democratic bodies that make policy for the CB005WT Power NEW! public. The people who serve on those various boards hold significant power over the future of a community. CB006WT Prejudice NEW! Who are they, how can we influence them, and how can Come join us in this safe, interactive space where our community become the power influencers? This everyone’s voices and visions can be shared and 3-part webinar series explores who makes the policies heard. In this time of social divisions and tensions, our that affect our communities, and what roles individuals course takes participants on a journey of discovery and organization can play in influencing policies. and connection. This highly engaging and interactive 7 three-part webinar series of conversations builds upon and adds to participants’ personal/family journeys, as well as their collective insights about the role of racial, ethnic, and other differences in US history and society. The session allows participants to explore diversity within a social, political, economic and historic lens. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

COMMUNITY ECONOMIC DEVELOPMENT WT - Courses designated with HUD CERTIFICATION SERIES WT are webinar training courses. ED212WK Short & Sweet for the Long Term - Are you ready for the HUD counselor certification? All They provide: Guerrilla Urbanism NEW! housing counselors at HUD-approved counseling agen- h 90 minutes of fast-paced, In this course, we will explore what Guerilla Urbanism is, intensive instruction cies must obtain the Housing Counselor certification what some of the strategies and tactics are (e.g. tactical h Ability to ask questions of for continued HUD funding! Take the entire series of expert faculty place-making, traffic calming and re-design, pop-up com- h webinars to boost your chance for success! And each Learning checks merce incubation, etc.), who some of the drivers of Guerilla h Downloadable resources gives you 1.5 continuing education hours. h 1.5 hours of continuing Urbanism are or can be (hint: you!), and where Guerilla education credit Urbanism is most likely to succeed. HO002WT Housing Affordability: Building VC - Courses designated with This one-week workshop includes self-paced online assign- Competency in Housing Counseling VC are faculty-led courses. ments and the use of peer discussion forums. The course UPDATED! They provide: is presented in one week, Monday to Friday. Live online This faculty-led webinar training will help refresh h In-depth education—the closest thing to a NeighborWorks session(s) are held during the week with the faculty and par- your knowledge and skills in housing affordability, Training Institute course one of the six major competencies emphasized in in an online format ticipants. Participants should expect to spend approximately h Course materials spread over 3-4 six hours on-course-related reading and assignments. the HUD certification exam. This course will allow weeks, along with a weekly live counselors to refresh their knowledge and skills in session with faculty and peers helping clients assess homeownership and rental h The ability to interact with your CONSTRUCTION AND REHAB peers and expert faculty to affordability options. Skills covered include practical explore your organization’s FOR AFFORDABLE HOUSING unique situation and challenges ways to calculate income, determine different types of h A variety of online tools to CP001WT Healthy Homes Fundamentals debt and review credit history. enhance your learning and facilitate your coursework Many dwelling units have health hazards. By creating healthier housing, we promote the growth and development HO003WT Fair Housing: Building WK - Courses designated with of our children, provide a safer indoor environment for all, Competency in Housing Counseling WK are one-week workshops. UPDATED! They provide: and potentially reduce health visits and reduce associated This faculty-led webinar training will help refresh your h Course material presented healthcare costs. With a growing body of evidence that across one week knowledge and skills in fair housing, one of the six links many health risks with existing housing conditions, h Self-paced online assignments— major competencies emphasized in the HUD certifica- approximately six hours this course will introduce you to the links between housing of course-related reading tion exam. This course will allow counselors to refresh and assignments and health, the benefits of a holistic approach, and the their knowledge and skills in explaining how the federal h Use of peer discussion forums basic principles of healthy housing. In addition, we provide to keep you connected to peers Fair Housing Act affects renting, lending, appraising and faculty some standard practices your program can put into prac- and selling of residential homes and which transac- tice immediately to reduce or prevent hazards for renters CEUs and certification credits are tions are exempt. By taking this course, counselors or homeowners. noted in the course descriptions. will be better able to identify acts of discrimination in housing and assist clients to file complaints and FINANCIAL CAPABILITY, HOUSING, receive protections mandated by law. COUNSELING AND EDUCATION HO004WT Financial Mgmt: Building HO001WT Foreclosure Tune-Up UPDATED! Competency in Housing Counseling It’s been a year or more since you successfully completed UPDATED! REGISTER NOW! HO109 Foreclosure Basics, and much has changed. We This faculty-led webinar training will help refresh your know how important it is for you to have convenient access knowledge and skills in financial management, one of to timely foreclosure information you can rely on. You’ll have the six major competencies emphasized in the HUD an opportunity to brush up on key concepts from the original certification exam. This course will allow counselors to course and apply the latest foreclosure protocols and pro- refresh their knowledge and skills in teaching clients cesses to your work. Led by one of our top-notch instructors, budgeting skills, savings needs, and credit usage. Foreclosure Tune-Up will help you and your clients better Counselors will be able to effectively communicate navigate the current landscape for homeowners in crisis. actionable suggestions on implementing sound finan-

8 cial behaviors. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

HO021WT Stress Management for WT - Courses designated with HO005WT Tenancy: Building Competency Housing Counselors WT are webinar training courses. in Housing Counseling UPDATED! As the economy becomes vulnerable due to loss of employ- They provide: This faculty-led webinar training will help refresh ment, decreased work hours and furloughs during the h 90 minutes of fast-paced, intensive instruction your knowledge and skills in tenancy, one of the stay-at-home order, housing counselors continued to h Ability to ask questions of six major competencies emphasized in the HUD be in the forefront, providing services to the community expert faculty h Learning checks certification exam. This course will allow counselors during crisis. In parallel, housing counselors themselves h Downloadable resources to refresh their knowledge and skills in assisting their are adjusting to changes in their work environment and h 1.5 hours of continuing clients in understanding lease agreements, tenant experiencing an increase in their workload. With these education credit and landlord maintenance responsibilities, renters new adjustments, many counselors are feeling pressured VC - Courses designated with insurance, and steps to resolve disputes between to shift quickly and are then becoming overwhelmed with VC are faculty-led courses. landlords and tenants. the tasks at hand. This course will help you understand They provide: h In-depth education—the closest the challenges that cause stress in our industry, provide thing to a NeighborWorks HO006WT Avoiding Foreclosure: Building tips and tools to manage crisis counseling in any work Training Institute course Competency in Housing Counseling in an online format environment without feeling overwhelmed, and show you UPDATED! h Course materials spread over 3-4 how to organize your workflow and workspace to maintain weeks, along with a weekly live This faculty-led webinar training to help refresh your session with faculty and peers productivity and decrease stress. You’ll leave ready to serve knowledge and skills in avoiding foreclosure, one of h The ability to interact with your clients effectively without feeling stretched thin. peers and expert faculty to the six major competencies emphasized in the HUD explore your organization’s unique situation and challenges certification exam. This course will allow counselors HO022WT Introduction to HUD’s HECM h A variety of online tools to to refresh their knowledge and skills in delinquency/ Counseling Procedures and Roster enhance your learning and facilitate your coursework eviction avoidance topics such as workflow processes, By the end of this webinar, participants will be able to imple- foreclosure law, and mitigation options. ment HUD’s HECM Counseling Standardization and Roster WK - Courses designated with requirements, and obtain the tools needed to design a WK are one-week workshops. HO007WT Homeownership: Building counseling process that meets HUD guidelines as expressed They provide: Competency in Housing Counseling h Course material presented in the HECM Protocol. Participants can access the training across one week UPDATED! site upon registration and begin looking at the valuable h Self-paced online assignments— This faculty-led webinar training will help counselors approximately six hours course resources prior to the live online training session. of course-related reading better understand homeownership promotion, one of and assignments the six major competencies emphasized in the HUD h Use of peer discussion forums HO026WT Helping Your Clients Save Money to keep you connected to peers certification exam. This course will allow counselors to for Disasters UPDATED! and faculty refresh their knowledge and skills in changes impact- In the past few years, many American households have CEUs and certification credits are ing the housing and rental markets; working with been affected by some of the costliest disasters of our noted in the course descriptions. realtors, inspectors and appraisers; and the range of generation. If the clients we serve in our community are available mortgage products. not financially prepared for a disaster, the impact can be catastrophic. Often the challenge is convincing clients that

saving money for disaster preparedness is possible and HO010WT Understanding the Skills Needed to be a Successful Financial Coach helping them take action by making it a financial priority. In this session, we teach you how to strategically approach Financial coaching is a proven approach to helping people motivating your clients to create and implement a disaster REGISTER NOW! achieve long-term financial goals and build assets. A success- emergency savings plan. You will learn over fifteen specific ful coach must master a set of skills that can help empower strategies for helping your clients discover money they can clients to clearly assess their long-term financial goals and save, and choose the correct savings tool for the money. build strong financial habits. These skills can be used in one- on-one coaching sessions or in individual or group financial HO028WT Time’s Running Out! Tips, Tools counselling programs. This course will illustrate the various and Techniques for Taking the HUD Exam skills needed to become a good financial coach. Gain insight UPDATED! into the dynamics of the client-coach relationship and learn This faculty-led webinar will give you great test-taking strat- about the techniques and approaches that can help get your 9 egies and practice to increase your confidence and give clients on the road to financial empowerment. you the skills to break down questions in all six competency areas. After you register and log in, you will find the assess- ment coursework document under the resources (book icon) in the course. Be sure to complete the 25-question assessment before the webinar. We’ll review each question and provide the answers during the webinar so you can get

VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL a good sense of how ready you are. COURSE DESCRIPTIONS

HO031WT Rental Counseling and Eviction HO033WT Protecting Credit and Avoiding WT - Courses designated with Preventions Amid the COVID-19 Crisis Scams During the COVID-19 Financial Crisis WT are webinar training courses. UPDATED! The COVID-19 pandemic has caused many individuals to They provide: The impact of COVID-19 on renters means that housing lose money from reduced work hours, job loss or temporary h 90 minutes of fast-paced, intensive instruction counselors will likely encounter a substantial increase in business closures. The ripple effect of an income loss h Ability to ask questions of rental counseling demand. Counseling renters during and means that many of them may not be able to pay all their expert faculty h Learning checks after the pandemic will require updates to current rental bills—especially debt which can negatively impact their h Downloadable resources counseling processes, including an understanding of new credit. The negative impact on their credit can then create h 1.5 hours of continuing relief programs. Current eviction moratoria have offered long-term obstacles to financial solvency. These same education credit a temporary reprieve, but housing counselors must be individuals are also at the highest risk of scams that prey VC - Courses designated with prepared for the long-term implications for at-risk renters upon the fears many have surrounding COVID-19, which VC are faculty-led courses. that will likely hit us in spring 2021. This course will arm can block access to the legitimate assistance needed for They provide: learners with the most current information on the COVID-19 h In-depth education—the closest recovery. In this webinar, housing counselors will learn how thing to a NeighborWorks Tenant Relief Act, government assistance programs, evic- to best counsel their clients on the necessary steps a client Training Institute course in an online format tion moratorium and rental relief options. It will also provide should take to protect credit during and after the COVID-19 h Course materials spread over 3-4 tips and resources for housing counselors to assists their pandemic. The course will include strategies to help clients: weeks, along with a weekly live session with faculty and peers clients efficiently and effectively during the pandemic and h Prioritize specific types of debt h The ability to interact with your avoid eviction after the moratorium is lifted. Counselors will h peers and expert faculty to Establish a repayment plan that protects their credit explore your organization’s also be provided with the latest updates on tenant rights h Communicate effectively with creditors unique situation and challenges and federal procedures. h h A variety of online tools to Pinpoint specific COVID-19 scams that are enhance your learning and targeting them facilitate your coursework HO032WT Effectively Managing Money and h Debt During the COVID-19 Financial Crisis Take measures to protect themselves and their credit WK - Courses designated with UPDATED! WK are one-week workshops. HO035WT An Introduction to CounselorMax The COVID-19 crisis has caused financial hardships includ- They provide: for New End-Users h Course material presented ing changes in income and even job loss among many This faculty-led webinar training provides you with an across one week American households. The Coronavirus Aid, Relief, and introduction to CounselorMax. You will learn the basics of h Self-paced online assignments— approximately six hours Economic Security (CARES) Act provides various assistance navigating the system as well as workflow process and pro- of course-related reading programs to help households navigate the financial storm. and assignments cedures using industry best practices for client management h Use of peer discussion forums In this webinar, housing professionals will identify steps to systems. You will also learn about the reporting capabilities to keep you connected to peers assist clients in adapting to our financial crisis by creating and faculty within CounselorMax, which include the HUD 9902. a budget, designing a strategic decision-making process CEUs and certification credits are including the prioritization of important bills and expenses, HO036WT Counseling Rural Clients on noted in the course descriptions. and managing debt to further minimize financial impacts Eviction and Foreclosure Amidst COVID-19 of the crisis. The content will review various resources that COVID19 has created unprecedented challenges for families provide financial assistance to clients during the COVID-19 and communities across the U.S., and housing counselors pandemic. Participants will also establish methods for are continuously working to help individuals and families helping clients find ways to increase income to stabilize maintain, or recover, stable and affordable housing. While their financial situation. some pandemic-related issues remain constant for all REGISTER NOW! communities, rural areas face unique challenges. Therefore, housing counselors must be well-versed in standard COVID- 19 responses and resources but also need to think broadly when it comes to supporting rural households who are faced with issues that may be different and difficult to solve. The primary focus of this course is eviction and foreclosure prevention during the COVID-19 crisis. This includes infor- mation on the CARES Act and other resources available to rural communities. The discussion will also examine other 10 community development challenges unique to rural com- munities, such as limited internet access and its effect on education, unemployment applications, and job searches; difficulties related to childcare options; transportation access and safety; and obstacles to health and wellness. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

HO037WT Helping Clients Understand New HO040WT Designing and Delivering Financial WT - Courses designated with Manufactured Homes Capability Programs Virtually: How to Set Up WT are webinar training courses. When renters and prospective buyers consider where to live, Your Program for Success NEW! They provide: the decision is usually dominated by apartments for renters With the flexibility and convenience that the online world h 90 minutes of fast-paced, intensive instruction and single-family detached homes for buyers. Manufactured provides, many of today’s consumers prefer this method for h Ability to ask questions of homes, a leader of factory-built construction, are often conducting business. Therefore, it is now more critical than expert faculty h Learning checks overlooked. Yet manufactured homes can represent a more ever for nonprofits to keep up with the trends and transition h Downloadable resources efficient, precise, and affordable option for many people, their financial capability education program online. h 1.5 hours of continuing especially in rural areas. Educators and counselors will education credit During this webinar, you will learn how to outline, design, examine how to provide clients with a new understanding of and structure your financial capability classes. Specifically, VC - Courses designated with broader options to satisfy housing needs, and how best to you’ll review best practices for teaching online including the VC are faculty-led courses. outline the benefits. This primer course is best for either new number of hours, sessions, and participants for an optimal They provide: h In-depth education—the closest staff unfamiliar with factory-built housing, or experienced learning experience. In addition, you will compare platforms thing to a NeighborWorks staff that are looking to enhance their program offerings and that can be used for live teaching versus hosting pre-recorded Training Institute course in an online format knowledge of affordable housing options. content. Lastly, you will obtain a framework for setting up h Course materials spread over 3-4 online registration, including confirmation and email com- weeks, along with a weekly live By the end of this course, learners will expand their rec- session with faculty and peers ognition of housing types, comprehend new concepts and munications to ensure client participation and retention. h The ability to interact with your peers and expert faculty to terminology, identify financing methods, and learn about explore your organization’s preferred home elements. Community development profes- HO041WT Using an Equity Lens in Financial unique situation and challenges Coaching Approaches NEW! h sionals will be armed with knowledge and resources to A variety of online tools to Financial coaching is a proven way to improve financial enhance your learning and dispel common myths about manufactured housing. facilitate your coursework outcomes for individuals by supporting them on the path HO038WT Government Loan Basics for toward financial goals and financial health. Unfortunately, WK - Courses designated with WK are one-week workshops. Housing Counselors these pathways are not always equitable and sometimes They provide: As clients approach the mortgage-ready stage of the pre- there are structural barriers that impede individual opportu- h Course material presented purchase process, housing counselors should be able to nity. How can your approach to financial coaching be more across one week h Self-paced online assignments— discuss financing options, including various government inclusive? How can you adapt it to be more compelling, approximately six hours loans. While most counselors include FHA mortgage prod- relevant, and culturally responsive to communities who of course-related reading and assignments ucts in the conversation, they should have an understanding have been historically shut out of financial opportunity? h Use of peer discussion forums of all government loans to help weigh options that most This course will help you use an intersectional equity lens to keep you connected to peers and faculty benefit the clients’ financial goals. In this course, par- in your coaching work that accounts for people’s multiple ticipants will explore the benefits of securing an FHA loan identities (e.g., race, ethnicity, gender, geography) to help CEUs and certification credits are noted in the course descriptions. product, review eligibility criteria for VA and Rural Housing clients safely navigate current systems and move toward Service special loan programs, and learn how to examine financial well-being. You will gain skills in seeing how government vs. conventional products with clients. In addi- identity shapes access and opportunity, acknowledging tion, tips and techniques will be shared regarding how to systemic harms, building trust, engaging in self-reflection, increase your mortgage-ready pipeline of clients with the and gathering data to increase equitable outcomes. help of government financing. HO200VC Ready, Set, Prep: Tackling the REGISTER NOW! HO039WT Designing and Delivering Financial HUD Counselor Exam Step-by-Step UPDATED! Capability Programs Virtually: How to Engage Get ready! Elevate your knowledge in the six essential com- Your Clients NEW! petency areas, including financial management, housing Delivering financial capability services—whether classes, affordability, homeownership, avoiding foreclosure, tenancy counseling or coaching—can be challenging and uncom- and fair housing. Set yourself up for success in meeting fortable when first starting off. While nonprofits have HUD’s counselor certification requirements by starting traditionally been able to serve clients well in an in-person your prep with this 4-week faculty-led online course. We’ll setting, replicating this interaction and connection is very tackle the HUD study guide step-by-step, and provide tools different when delivering services virtually. and relevant activities to help you master and memorize 11 In this fast-paced webinar you will explore techniques content before taking the HUD counselor certification exam. for building a sincere relationship with your clients that (formerly: Building Competency for HUD Housing Counseling generates trust in you as a counselor or coach. You will also Certification). learn effective strategies for audience engagement during the online classes you offer. Finally, you’ll explore various tools to help you create class activities that enhance learner

VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL experience and intended outcomes. COURSE DESCRIPTIONS

HO208VC Building Skills for Financial HO250VC Homeownership Counseling WT - Courses designated with Confidence Certification: Principles, Practices and WT are webinar training courses. Are you wondering what skills are necessary for practitio- Techniques, Part I They provide: ners to effectively work with customers in reaching their This course is for pre-purchase homeownership counselors h 90 minutes of fast-paced, intensive instruction financial goals? What behaviors and attitudes can make with a minimum of one year one-on-one counseling delivery h Ability to ask questions of a person financially confident? What barriers consumers experience. Through hands-on applications, this intermedi- expert faculty h Learning checks face in working toward long-term financial security? In ate-level course teaches counselors the skills, procedures h Downloadable resources this faculty-led online course, the counselor will build and subject matter expertise needed to create successful h 1.5 hours of continuing core financial knowledge, tools and problem-solving skills new homeowners. Participants will learn how to provide education credit that will enable you to assist your clients with financial one-on-one counseling sessions to address savings, credit VC - Courses designated with concerns, increase their financial well-being and work and debt barriers to homeownership, and use the latest VC are faculty-led courses. toward their financial goals. industry tools, techniques and resources. Additionally, They provide: participants will practice mortgage readiness assessment, h In-depth education—the closest This is designed not just for financial coaches and counsel- thing to a NeighborWorks prequalification, standardized income calculations, credit Training Institute course ors—it’s also a great support for housing counselors, program in an online format managers, rental housing counselors, and community devel- report review, action plan development, and other key h Course materials spread over 3-4 counseling activities. This course includes requirements for weeks, along with a weekly live opment professionals who must be knowledgeable and are session with faculty and peers sometimes called upon to provide financial guidance as well. file management, code of conduct, and operations guide- h The ability to interact with your lines for both HUD and the National Industry Standards for peers and expert faculty to explore your organization’s HO229VC Homebuyer Education Methods: Homeownership Education and Counseling. unique situation and challenges Training the Trainer NEW! h A variety of online tools to HO310VC Financial Coaching Helping Clients enhance your learning and This pre-purchase homeownership education course is facilitate your coursework designed to teach participants how to design and deliver Reach their Goals NEW! impactful homebuyer education in a variety of settings. Financial coaching is an emerging field that supports clients WK - Courses designated with as they work towards goals and strive to maximize their WK are one-week workshops. Become familiar with core homebuyer education content They provide: and how to tailor your educational approach to your target financial potential. Through an ongoing, systematic and h Course material presented audience. Learn to use the best materials and methods collaborative process, financial coaches facilitate changes across one week in clients’ financial habits so that they can reach financial h Self-paced online assignments— to train homebuyers on how to assess readiness, shop for approximately six hours a home, get a mortgage loan, improve their budget and security. In this faculty-led online course, participants will of course-related reading and assignments credit profiles, and maintain their home and finances after gain an understanding of how to incorporate coaching h Use of peer discussion forums purchase. Participants will engage in hands-on activities techniques into their financial capability programs by using to keep you connected to peers and faculty that will help them improve their facilitation skills and practical experience and demonstration activities to learn deliver interactive training sessions based on best practices coaching essentials, including facilitation and listening CEUs and certification credits are skills as well as goal-setting and accountability methods. noted in the course descriptions. in adult education methodology. Participants will learn how coaching differs from and Participants should be familiar with mortgage industry complements counseling, financial education and other terminology and processes prior to taking this class. This services aimed at building consumers’ financial security. course certifies you in homebuyer education delivery, and a post-course exam is required for all participants.This This faculty-led online course includes self-paced online faculty-led online course includes self-paced online assign- assignments and the use of peer discussion forums. The ments and the use of peer discussion forums. The course course is presented in four weekly lessons. A live online REGISTER NOW! is presented in four weekly lessons. A live online session is session is held weekly with the faculty and participants. held weekly with the faculty and participants. Participants Participants should expect to spend approximately four should expect to spend approximately four hours per week hours per week on course-related reading and assignments. on course-related reading and assignments. This course counts toward initial NCHEC certification.

12 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

HO347VC Best Practices to Improve Your ML013WT The Art and Science of Facilitation WT - Courses designated with Foreclosure Intervention Counseling Program NEW! WT are webinar training courses. NEW! Group facilitation is both an art and a science. While most They provide: This faculty-led online course will assist organizations with of us learn to facilitate from experience, there are proven h 90 minutes of fast-paced, intensive instruction existing or new foreclosure programs in evaluating their methods, and approaches that can improve our skills h Ability to ask questions of program and identifying current best practices and tools and maximize our impact. This is especially true now that expert faculty h Learning checks that will allow them to gain efficiencies and provide effec- we are learning how to facilitate in a mostly virtual world. h Downloadable resources tive services that better meet the needs of their clients. This interactive webinar will look at both the core skills h 1.5 hours of continuing Components of this course include identifying the key ele- that remain the same no matter the medium, as well as education credit ments of effective foreclosure intervention programs and the changes we need to make when facilitating online. VC - Courses designated with policies, identifying best practices and policies that increase Participants will begin to identify their personal facilitation VC are faculty-led courses. productivity and efficiency for the program, creating strong strengths and weaknesses and understand how their values They provide: and relevant program goals and clear and measurable objec- h In-depth education—the closest impact their work. We will also look at best practices for thing to a NeighborWorks tives, identifying foreclosure intervention program tools that leading groups towards decision-making and strategies for Training Institute course in an online format support the operation of the program, assessing the skills managing group dynamics. h Course materials spread over 3-4 and knowledge levels necessary for all components of the weeks, along with a weekly live ML014WT Mapping Your Data with Tableau session with faculty and peers foreclosure intervention process and identifying strategies NEW! h The ability to interact with your to support staff and prevent unnecessary stress ad burnout. peers and expert faculty to This webinar will focus on how to represent your data spa- explore your organization’s unique situation and challenges tially. We’ll give a tutorial on the power of Tableau’s mapping h A variety of online tools to NONPROFIT MANAGEMENT platform, compare it to other GIS systems, and look at how enhance your learning and AND LEADERSHIP facilitate your coursework Tableau mapping can inform decisions and help communi- ML001WT Keys to Developing a Social Media cate impact to stakeholders. Please note: previous Tableau WK - Courses designated with UPDATED! experience is preferred to get the most out of this course. WK are one-week workshops. Strategy for Your Organization They provide: Nonprofit organizations use a number of online communi- h Course material presented cations strategies (websites, social media, email, etc.) to ML015WT Data Visualization Best Practices across one week NEW! h increase visibility, shift attitudes, generate revenue, and Self-paced online assignments— This webinar will focus on how to communicate your data’s approximately six hours engage various audiences. This interactive webinar training of course-related reading story. We’ll talk about data visualization best practices and assignments provides an overview of the different tools and techniques including how to make clear graphs and charts, color h Use of peer discussion forums nonprofit managers can use to support missions and build to keep you connected to peers accessibility, and consistent formatting. This webinar will and faculty relationships with constituents. Together, we will examine be based in Tableau, but no previous Tableau experience nonprofit organizations’ use of social media to deepen par- CEUs and certification credits are is required and the knowledge you’ll gain in this course will noted in the course descriptions. ticipants’ understanding and offer ideas organizations can help you no matter what software you use. apply. After completing this training participants will have a broad understanding of online engagement opportunities, ML109WK Developing Your and an initial framework for how to approach and/or enhance Leadership Potential NEW! the use of social media in their organization. This one-week workshop explores the skills, qualities, and responsibilities of effective leaders. Participants will iden- ML012WT Emotional Intelligence at Work NEW! tify their individual leadership strengths and weaknesses, REGISTER NOW! The rapidly changing world of neuroscience has given rise build new capacity, and utilize tools to become stronger to concepts of multiple types of intelligence, including emo- leaders. Understand common barriers to realizing leader- tional and social intelligence. Success in an organization is ship potential and learn techniques and tools to recruit and no longer solely defined by task skills, abilities and traditional motivate new leaders. Participants will work interactively leadership models. Self-awareness of our emotions and with peers also seeking to grow their leadership talents. those of others is critical to building healthy organizations. In Come prepared to draft your personal leadership develop- this thought-provoking session, we will begin to explore the ment/action plan. emotional intelligence framework, the specific EI quadrants of the Goleman Model, and the science behind it all. We will This one-week workshop includes self-paced online 13 identify how emotional intelligence impacts our organiza- assignments and the use of peer discussion forums. The tions, leadership and teams. Participants will leave with a course is presented in one week, Monday to Friday. Live better sense of what EI and why it is so important to our work. online session(s) are held during the week with the faculty and participants. Participants should expect to spend approximately six hours on course-related reading and assignments. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL COURSE DESCRIPTIONS

ML120VC Strategic Thinking and Planning ML251VC Creating Successful Partnerships WT - Courses designated with This faculty-led online course focuses on why strategic think- in Native Communities NEW! WT are webinar training courses. ing and effective planning are vital to organizational survival Is your organization planning to partner with a Native com- They provide: and success. Participants will learn about the skills used in munity or organization? Do you have a Native community h 90 minutes of fast-paced, intensive instruction strategic thinking, and practice applying these skills through in your service area that you would like to serve? Would h Ability to ask questions of discussions, case studies, and other assignments. This partnering with a Native organization fit and support the expert faculty h Learning checks course covers the steps involved in organizational strategic mission of your organization? In this faculty-led online h Downloadable resources planning and provides tools and examples to take away as course, we will examine the ingredients necessary to h 1.5 hours of continuing create successful partnerships in Indian Country. We education credit resources. Emphasis will be on the integration of strategic thinking and planning practices at all levels of the organiza- will begin by looking at culture, the differences between VC - Courses designated with tion to adapt to rapidly shifting trends and forces in real time. Western and Native cultures, and the impact of these VC are faculty-led courses. differences on partnerships. We will take an in-depth They provide: Ideal attendees include executive/senior management, h In-depth education—the closest board members, and staff members of nonprofit organiza- look at the history of Native America, sovereignty and thing to a NeighborWorks federal trust relationships, and Native economies. Next, Training Institute course tions responsible for facilitating a strategic planning process. in an online format The course takes place over 4 weeks and includes discussion we will learn a step-by step process to develop an actual h Course materials spread over 3-4 partnership. This process will include learning about the weeks, along with a weekly live forums and assignments. There is a one-hour live session session with faculty and peers with the instructor on each week of the course. potential partner community, developing internal capacity, h The ability to interact with your and conducting effective outreach. By the end of the peers and expert faculty to explore your organization’s ML207WK A Blueprint for Designing And training, we will develop draft partnership plans that are unique situation and challenges Implementing a Strategic Crisis tailored to participants’ specific situations. h A variety of online tools to enhance your learning and Management Plan NEW! facilitate your coursework Only 30% of all organizations have crisis management COMMUNITY AND NEIGHBORHOOD plans in place, and the liability is growing daily. Does your WK - Courses designated with REVITALIZATION WK are one-week workshops. organization have a plan? This one-week workshop will They provide: equip you with all the tools to handle any crisis, from natural NR390VC Make It Last: Integrating Arts h Course material presented disasters to the even greater non-natural pressures like and Analysis to Leverage Creative across one week NEW! h Self-paced online assignments— bomb threats, CEO departures, bad press and inappropri- Community Development approximately six hours ate staff issues. The course will provide human services This faculty-led online course will offer participants the of course-related reading and assignments professionals with templates for developing your agency’s tools needed to leverage community arts projects, identify h Use of peer discussion forums own crisis management plan. You will receive everything stakeholders, partners, and funders. Participants will be to keep you connected to peers and faculty from media training and content materials needed in a able to outline a roadmap that will support local community crisis to role-playing with real scenarios. You will leave this arts projects. NR190vc and NR290wk are prerequisites for CEUs and certification credits are noted in the course descriptions. course with a clear understanding of “what to do” and “how this course. to do it.” This faculty-led online course includes self-paced online This one-week workshop includes self-paced online assignments and the use of peer discussion forums. The assignments and the use of peer discussion forums. The course is presented in four weekly lessons. A live online course is presented in one week, Monday to Friday. Live session is held weekly with the faculty and participants. online session(s) are held during the week with the faculty Participants should expect to spend approximately four and participants. Participants should expect to spend hours per week on course-related reading and assignments. REGISTER NOW! approximately six hours on course-related reading and assignments.

14 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL SYMPOSIUM: SHARED EQUITY HOUSING CREATING LASTING AFFORD- ABILITY AND COMMUNITY OWNERSHIP SYMPOSIUM AGENDA Virtual Event, 1 PM – 5 PM ET Shared Equity Housing February 17, 2021

1:00 – 1:20 P .M . WELCOME & INTRODUCTION Creating Lasting Affordability Special welcome from Hala Farid, Citi Community Development (Sponsor) 1:20 – 1:50 P .M . PRESERVING GROUND: KEYNOTE AND CONVERSATION WITH VANN NEWKIRK II AND SHIRLEY SHERROD: and Community Ownership Hear about the roots of the modern community land trust and the legacy of its history in Albany, GA. Vann Newkirk II, Writer for The Atlantic Shirley Sherrod, New Communities Community Land Trust, Albany, GA COMMUNITIES ACROSS THE COUNTRY are looking To demonstrate the possibilities you can adapt for your market 1:55 – 2:05 P .M . LASTING AFFORDABILITY IN HOUSING NOW: OUR PATH to shared equity and cooperative housing strategies to and to bring your learning to life, our symposium will include TO RACIAL EQUITY create permanently affordable housing, further stretch virtual mobile tours that help you envision and understand Tony Pickett, CEO of Grounded Solutions Network public investment, and prevent displacement of long-time how shared equity and cooperative housing strategies can residents due to rising housing costs. These shared equity help address the unique needs of your community. You’ll leave 2:05 – 2:35 P .M . PANEL DISCUSSION – SHOWCASING THE MODELS Learn about strategies to achieve community goals for affordability and cooperative models, including community land trusts, with a good grasp of: that lasts. limited-equity cooperatives, deed-restricted homes, h Why shared equity housing is a viable and effective Tony Pickett (Moderator) and resident-owned manufactured housing communities, potential strategy for your community Selina Mack, Durham Community Land Trust are well-established yet creative ways for communities to Peter Hainley, Casa of Oregon h What the different models are and how they work provide lasting housing affordability and support wealth Thomas Yu, Asian Americans for Equity (AAFE) creation for families who otherwise would not have access h What are the conditions needed for shared equity 2:40 – 2:50 P .M . BREAK (10 MINUTES) to stable housing or asset building opportunities. They also models to produce optimal results for all stakeholders often allow for increased community control of housing and 2:50 – 3:30 P .M . THE ROLE OF SHARED EQUITY IN LOCAL HOUSING POLICY land. Together, these elements comprise a promising and THIS EVENT IS DESIGNED FOR: Find out how stakeholders in Atlanta are working together to put public land to use and pass local policies that ensure community benefit for comprehensive way of not only creating affordable housing Affordable housing and community development practitioners generations to come. that lasts over generations, but also promoting community and their stakeholders who are new to the concepts of shared Natallie Keiser, Annie E. Casey Foundation (Moderator, invited) stabilization and creating more inclusive, economically and equity and cooperative housing. Interested participants include: Bithia Ratnasamy, City of Atlanta (invited) racially diverse neighborhoods. h Community development nonprofit leaders and staff Christopher Norman, Metro Atlanta Land Bank (invited) Amanda Rhein, Atlanta Land Trust (invited) Join NeighborWorks America and peers h Local and state government sector innovators from around the country to explore the h Finance and real estate professionals (real estate 3:30 – 3:50 P .M . INNOVATION SHOWCASE opportunities and benefits of using agents, appraisers, mortgage lenders) 3:50 – 4:00 P .M . CLOSING COMMENTS shared equity strategies to address your h Health partners community’s challenges and needs. 4:00 – 4:15 P .M . BREAK (15 MINUTES) h Philanthropic partners 4:15 – 5:00 P .M . VIRTUAL MOBILE TOURS THIS FAST-PACED SYMPOSIUM WILL GIVE YOU A h Community resident leaders interested in addressing Join a shared equity staff person and a resident to tour a community and SOLID GROUNDING IN TOPICS SUCH AS: gentrification and other forces contributing to unit. Presenters will share background on the housing, show visuals of the neighborhood, and facilitate a Q&A session at the end. h Various models of shared equity and cooperative displacement of long-term residents Community Land Trust, Champlain Housing Trust housing Community Land Trust, Houston CLT h The role of state and local government and other Resident-Owned Community, NeighborWorks Montana strategic partnerships Limited Equity Cooperative, Urban Homesteading Assistance Board h (invited) Combatting gentrification and displacement MADE POSSIBLE IN PART BY WITH CONTENT SUPPORT FROM h Using shared equity housing to achieve better racial Symposium registrants will receive streaming access to the short film, Arc of Justice: The Rise, equity outcomes Fall and Rebirth of a Beloved Community, for the month of February. The film traces the journey h How to best support shared equity residents over time of one southwest Georgia community of African-Americans who formed a land trust as a way to pursue racial justice and economic empowerment. PEER LEARNING

Our participants rave about the peer learning and best practice-sharing we build into our training events . Because we recognize how valuable informal learning opportunities are in building skills, socializing the latest, most innovative approaches to the work we do, and bringing your learning to life, we’ve designed this into the Virtual Training Institute . We hope you’ll find these sessions fun AND impactful!

DO-IT-YOURSELF—COMMUNITY ALLOW US TO ASSIST— CONVERSATIONS FACILITATED ROUNDTABLES MODERATED BY BY NEIGHBORWORKS

Want to connect in a small group or one-on-one to dive into Often, the most valuable conversations occur in groups, where topics of most value and interest to you? Before and during the you learn from a variety of perspectives. Join a NeighborWorks event, participants can post topics they’re hoping to explore in Roundtable and explore a topic of interest to you! We’ve the “Braindate Topic Marketplace.” People with similar interests designed a set of roundtable topics that reflect exciting work and challenges can then book “meetings” to discuss those in our field. You’ll gain unique insight from up to thirty peers topics during dedicated networking timeslots throughout the from around the country in fast-paced morning and afternoon day. These 30-minute sessions are a proven way to personalize sessions that are informal and conversational, facilitated by your experience at the Virtual Training Institute, to form a deeper knowledgeable NeighborWorks staff with a wide range of exper- connection with your colleagues, and to gain knowledge above tise. You can register for these roundtables at the same time you and beyond the official course offerings. register for your courses. After your event registration is confirmed we’ll send you easy Please see the topic descriptions on the next page. instructions for arranging your Braindate session.

16 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL FACILITATED ROUNDTABLE DISCUSSIONS

MONDAY, FEBRUARY 15 » 9:00 A.M. - 9:45 A.M.

Executive Transitions-What to Consider COVID-19 Response and Impacts on When Anticipating a Change & Services and Service Delivery Organizational Leadership Since the pandemic began last March, NeighborWorks Are you an Executive or board President planning to move on? America has surveyed its network at regular intervals to keep Are you a staff person or board member in an organization a pulse on the impact on services and services delivery. We that will be experiencing a change in organizational leader- have seen how Community Development Corporations have ship? Leadership transitions can have tremendous impact on heroically risen to the challenge in redesigning services an organization. Come hear and share some tips and ideas and maintaining operations in support of residents and of how to manage those transitions before, during, and after. consumers, even as the pandemic has revealed deep-seated MODERATOR: JOANIE STRAUSSMAN inequalities and stressors. Join a discussion about the trends we are seeing across the nation, and share impacts and strategies as they have evolved in your community. We will also touch on what the future may hold. MODERATOR: COLETTE POZZO

MONDAY, FEBRUARY 15 » 3:00 P.M. - 3:45 P.M.

Addressing Food Insecurity in Our Rural Organizations as “Jack-of-All- Communities Trades” During Covid-19 NeighborWorks Network organizations have long addressed Rural organizations often have to cover many areas of food insecurity in the communities they serve with innova- expertise in smaller, more geographically dispersed com- tive agriculture, urban farming, community garden and food munities. COVID-19 has elevated and exposed some of these distribution programs. With the pandemic, many more orga- disparities many rural communities already knew existed. In nizations have stepped forward, leveraging their community response to COVID, organizations are expanding their lines of position and partnerships to help ensure food is reaching business beyond their typical focus to address community those who need it most. Join with colleagues to discuss short vulnerability. This session can serve as an organizational peer and long term strategies that have worked to increase access exchange opportunity for lessons learned in emerging and to healthy, affordable and culturally relevant food. different areas of service (e.g. food security, homelessness, MODERATOR: COLETTE POZZO rental assistance). MODERATOR: SARAH KACKAR AND/OR ELENA K. SCHIESS

TUESDAY, FEBRUARY 16 » 9:00 A.M. - 9:45 A.M.

Organizational Cultural Assessments Working Across Sectors for Impact: Now more than ever with racial inequity and other disparities Developing Partnerships That Work for so blatantly evident by COVID-19 and social unrest, it is Your Organizations and Communities 17 important for organizations to take stock on how they measure Working across sectors isn’t new! But it’s hard and requires the disconnection between values, purpose, and practice sustained effort —especially in these turbulent times. We along with organizational culture. How does the organization’s need each other more than ever to help our communities. espoused values align with operational behavior? Come Let’s explore what makes for lasting, effective, sustainable join for a conversation about organizational cultural assess- partners, and also the challenges that must be overcome. ments: what they are and how they can benefit organizations. MODERATOR: SUSAN JOUARD

VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL MODERATOR: JOANIE STRAUSSMAN FACILITATED ROUNDTABLE DISCUSSIONS

TUESDAY, FEBRUARY 16 » 3:00 P.M. - 3:45 P.M.

The Impacts of Covid-19 on Advancing Equitable & Inclusive Homeownership Counseling Lending Partnerships This discussion is for housing counseling professionals that Discussion among successful CDFIs and their partners how have been impacted by COVID-19. Please come prepared to regulated financial institutions and loan funds collaborate to share how agencies are adjusting to the new pandemic norms increase access to capital in their communities of color for (i.e. rental/foreclosure counseling, virtual counseling, use of individuals seeking homeownership and small businesses new technology platforms, program funding, outreach and looking to survive. marketing). MODERATOR: PAULA PLANTHABER MODERATOR: LAANDRA JONES

WEDNESDAY, FEBRUARY 17 » 9:00 A.M. - 9:45 A.M.

Fee-for-Service Structures Beyond the Outputs: Moving #’s and $’s This discussion is for organizations that are exploring a to the Streets fee-for-service funding model for pre-purchase programs. Are you getting ready to submit a CDFI FA/TA/NACA applica- Please come prepared to share your thoughts, experiences tion this year? Have a conversation with peers to discuss and how the industry as a whole can move towards this more successful storytelling in a “limited character” application. sustainable approach to funding. MODERATOR: PAULA PLANTHABER MODERATOR: LAANDRA JONES

THURSDAY, FEBRUARY 18 » 9:00 A.M. - 9:45 A.M.

Morale Boosting During Understanding the Digital Divide/ Challenging Times Addressing Broadband Access in Low- An organization’s greatest asset is its staff. As organizations and Moderate- Income Communities have had to pivot in response to COVID-19, organizations Digital access is an equity and social justice issue for resi- have had to get very creative to keep staff engaged and dents in low and moderate income communities whether they enthusiastic. A lot of the practices deployed to keep morale be urban, rural or suburban. As the pandemic has made up are practices that can continue long after COVID-19. Come clear, the ability to access quality, affordable broadband is hear and share ideas about the importance of focusing on vital to education, employment, services and socialization. staff morale and some techniques that have been used to How are community development organizations addressing keep morale up in very challenging times. this issue? Who are the right partners? What funding and MODERATOR: JOANIE S. resources are available? MODERATOR: SUSAN JOUARD AND LYNN PETERSON 18 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL FACILITATED ROUNDTABLE DISCUSSIONS

THURSDAY, FEBRUARY 18 » 3:00 P.M. - 3:45 P.M.

Disaster Response Rural Organizations as “Jack-of-All- NeighborWorks Network organizations are often positioned to Trades” During Covid-19 serve their communities when natural disaster strikes. Recent Rural organizations often have to cover many areas of years are no exception as fires, hurricanes, floods, and tor- expertise in smaller, more geographically dispersed com- nados have devastated urban and suburban neighborhoods munities. COVID-19 has elevated and exposed some of these and rural communities all across the country. With health disparities many rural communities already knew existed. In and economic disasters of all types also at play, including the response to COVID, organizations are expanding their lines of global pandemic, virtually no community is spared. Join with business beyond their typical focus to address community peers to discuss ways you have created partnerships and vulnerability. This session can serve as an organizational peer retooled services to address immediate and long term needs exchange opportunity for lessons learned in emerging and of communities when disaster challenges the basic fabric different areas of service (e.g. food security, homelessness, of community health, economic infrastructure, and causes rental assistance). individual and family displacement. MODERATOR: SARAH KACKAR AND/OR ELENA K. SCHIESS MODERATOR: COLETTE POZZO

FRIDAY, FEBRUARY 19 » 9:00 A.M. - 9:45 A.M.

Leveling Up Organizational Learning Addressing Food Insecurity Tips, tools and resources for asking powerful questions and in Our Communities engaging your team in structured learning conversations to NeighborWorks Network organizations have long addressed accelerate your organization’s results. We will cover Before food insecurity in the communities they serve with innova- and After Action Reviews, Learning Logs and Agendas, and tive agriculture, urban farming, community garden and food Evaluation Frameworks. distribution programs. With the pandemic, many more orga- MODERATOR: CHRISTY METZLER nizations have stepped forward, leveraging their community position and partnerships to help ensure food is reaching those who need it most. Join with colleagues to discuss short and long term strategies that have worked to increase access to healthy, affordable and culturally relevant food. MODERATOR: COLETTE POZZO

19 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL TIMELY, TOPICAL WORKSHOPS Want to hear about the latest developments in our field? We’ve curated a sampling of great webinars from across the country, and are bringing them directly to your monitor—allowing you to round out your day of learning with hot topics and innovative ideas . Sign up for a workshop presentation and stay for the Q&A that connects what you learn to where and how you work! MONDAY, FEB. 15 » 4:30 P.M. TUESDAY, FEB. 16 » 4:30 P.M.

Build Your Asset Management Network HUD Office of Housing Counseling Updates PRESENTED BY JULIA PIERSON – CONSORTIUM FOR PRESENTED BY JERRY MAYER, U.S. DEPARTMENT OF HOUSING AND ASSET MANAGEMENT HOUSING AND URBAN DEVELOPMENT One of the best-kept secrets of successful asset managers Do you have questions about HUD guidelines regarding online is the network of peers they turn to for support. Why is it so housing counseling service delivery in the era of COVID-19? important? They share innovations in the field, talk through Looking for guidance on foreclosure and eviction moratoria? portfolio challenges, exchange tools and forms, support Confused about the HUD Housing Counselor certification? career growth, and more. Are you the only person on your Then you won’t want to miss this timely HUD Office of Housing staff doing this work? Or is asset management one of the Counseling Updates session with Jerry Mayer, Director of many hats you wear? If so, building a network of peers is Outreach and Capacity Building. Join us get the most recent especially challenging. Julia Pierson, Executive Director of updates directly from HUD! the Consortium for Housing and Asset Management, will facilitate an interactive session that will equip you to make After Forbearance–Opportunities solid connections with your peers from around the country. and Challenges in the Next Stage of the Pandemic and Recovery New Opportunities for PRESENTED BY PAULA PLANTHABER, Affordable Homeownership NEIGHBORWORKS AMERICA PRESENTED BY KRISTIN SIGLIN, NATIONAL COMMUNITY With millions of borrowers in COVID-related forbearance STABILIZATION TRUST agreements, the next stage of the pandemic response Join National Community Stabilization Trust Vice President for and recovery will present the community lending field with Policy and Partnerships Kristin Siglin for a conversation about unprecedented circumstances. In this interactive session, new tools available for single-family housing developers. participants will discuss how organizations should position Congress is considering the Neighborhood Homes Investment themselves to best support borrowers and their communities Act (NHIA), which creates a tax credit that fills the valuation while also seizing emerging opportunities. gap on the construction or rehabilitation of homes in dis- tressed neighborhoods. NHIA will be administered by the 2020 Dorothy Richardson Award states, and is modeled on the Low Income Housing Tax Credit. for Resident Leadership The National Community Stabilization Trust is also organiz- PRESENTED BY THE NEIGHBORWORKS COMMUNITY ing the Homeownership Alliance, a network of nonprofit BUILDING & ENGAGEMENT PROGRAM single-family developers working together to advance a policy Join us for a celebration of the power of resident leadership agenda to increase the supply of affordable homes. Come across the country! Dorothy Richardson was a pioneering learn about these new initiatives to increase homeownership community activist in Pittsburgh who, in the 1960s, rallied opportunities for low- and moderate-income families. her neighbors and worked with partners in local government and the business community to save and improve her declin- ing neighborhood. Her visionary work led to the creation of NeighborWorks America and the NeighborWorks Network, 20 and continues to inspire community leaders to this day. In her honor, this year NeighborWorks bestows the Dorothy Richardson Award for Resident Leadership on five dedicated community leaders in recognition of their outstanding con- tributions to their communities. Come hear their stories and see prime examples of what resident leaders can really do to

VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL enhance the quality of community life. TIMELY, TOPICAL WORKSHOPS

WEDNESDAY, FEB. 17 » 4:30 P.M. THURSDAY, FEB. 18 » 4:30 P.M.

Bank of America $5B Community Forbearance Education Materials Homeownership Commitment and from CFPB the Connect to Own® Fee-for-Service PRESENTED BY MARK MCARDLE, NORA O’REILLY AND PER Homebuyer Education Program OLSTAD, CONSUMER FINANCIAL PROTECTION BUREAU PRESENTED BY KATHY CUMMINGS, BANK OF AMERICA CFPB staff in the Mortgage Markets and Consumer Education Please join Bank of America to learn about the components of divisions will review the various forbearance materials avail- their $5B Community Homeownership Commitment program, able on our housing hub to help consumers navigate the and explore their low down-payment options, proprietary forbearance process. Since by February, many consumers will grant programs and the vast resources developed to help be preparing to exit forbearance, we will focus on the general housing counselors find solutions to assist clients in overcom- options for exiting, and provide up-to-the-minute information ing the barriers to homeownership. Recent enhancements and guidance about forbearance. This is clearly a rapidly are designed to make homeownership a reality for modest evolving situation, so come with your questions! income and underserved borrowers and communities. Maximize Your Potential with Coaching Making Change at the Federal Level – PRESENTED BY LAURA L. ROHMAN AND JUDITH K. ROSE, Tools & Tips for Influencing Congress NEIGHBORWORKS AMERICA and the Administration What do you dream of? What are your goals? What is standing PRESENTED BY JOSEPH LINDSTROM – NATIONAL LOW in your way? Have you thought about working with a coach INCOME HOUSING COALITION to get you there? In this inspiring session you will hear from Hear from the National Low Income Housing Coalition for two certified coaches who present what coaching is and why a review of key data, publications, and policy recommen- it is important now. They will share stories of how coaching dations that can end homelessness and housing poverty techniques and tools have helped people face significant through federal policy change. NLIHC mobilizes housing or unexpected changes, create clarity from confusion, work professionals, advocates, and low-income resident leaders to achieve goals, and resolve conflicts with emotional intel- in support of protecting and expanding essential programs ligence. You’ll leave this session with: like the national Housing Trust Fund, public housing, Housing h A better understanding of a coach’s role as Choice Vouchers, and renters’ tax credits. Learn more about your thought partner impactful campaigns such as Our Homes, Our Votes: 2020, a h A list of powerful questions and how to use them non-partisan election engagement effort to get low-income h Other resources—videos, articles and reading renters registered and turning out to the polls in higher recommendation numbers. Opportunity Starts at Home is another campaign that will be highlighted. This is a broad effort to energize Equitable and Inclusive Lending – housing policy support from advocates in the movements for ITIN Lending the environment, education, labor, and many other sectors in PRESENTED BY PAULA PLANTHABER, NEIGHBORWORKS the fight for economic and social justice. AMERICA Lending to borrowers who use an Individual Taxpayer Identification Number (ITIN) can be an important part of an equitable and inclusive lending strategy, helping orga- nizations reach borrowers who are otherwise locked out of traditional financing. But it also brings unique operational and capital challenges. In this session, organizations that have 21 developed ITIN lending programs will share their strategies, their tips for success and the lessons they’ve learned. VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL NETWORKING AND PERSONAL GROWTH We’ve been mindful about including expert instruction and peer learning in the Virtual Training Institute . But networking informally with colleagues, and focusing on personal growth, is also important . And having a relaxed and positive mindset will help facilitate your learning all around! Check out some fun and impactful sessions we’ve built into the timeslots between course offerings— and be sure to add these sessions to your schedule as time permits . For detailed descriptions, visit NeighborWorks org/2021WinterVTI.

MONDAY, TUESDAY, WEDNESDAY, THURSDAY, FRIDAY, FEBRUARY 15 FEBRUARY 16 FEBRUARY 17 FEBRUARY 18 FEBRUARY 19

10:00 AM Zumba Personal Branding Trivia with Budds Yoga for Every Body LED BY TRACY ROYAL LED BY DEMARRA WEST “Name that Tune” LED BY CHARMAINE HOUCK HOSTED BY BUDDS

12:00 PM Dealing with Change Creativity and Cooking from the Trivia with LED BY DR. JANET ELIZABETH Innovation Pantry Course Horse! TAYLOR LED BY IMAN SHERVINGTON LED BY CHEF NICOLAS BOUR “Entertainment” HOSTED BY COURSE HORSE!

2:00 PM Zumba Getting’ (un)Busy: 5 LED BY TRACY ROYAL Steps to Kill Busyness and Live with Purpose, Productivity and Peace LED BY DR. GARLAND VANCE

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4:00 PM Yoga for Every Body Scavenger Hunt Hot Topics and Wellness Trivia and Games LED BY CHARMAINE HOUCK HOSTED BY CITY HUNT VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL PRICING INFORMATION AND EVENT POLICIES

PLAN PRICING Based on customer demand for package pricing and discounts, we’re offering the following to maximize your value:

PACKAGE INCLUDES PRICE

Symposium/Networking Combo All symposium sessions $125

One-Week Workshop One five-day workshop (six hours over the week) $195

Week of Webinars Five 90-minute focused webinar training sessions $500

Webinar/Symposium Combo Four 90-minute webinars plus the symposium $500

Community Development Pro Eight 90-minute webinars plus the symposium $800

All-Access Package Unlimited access to webinars, the symposium and one faculty-led course $1,200

Add-ons to any package: h Symposium ($125) Every plan includes all networking/peer h Webinars ($99 each) learning activities throughout the week! h One-Week Workshop ($195 each) h Faculty-Led Course: ($475 each)

SCHOLARSHIPS Limited scholarship assistance may be available to nonprofit organization staff, board members and volunteers. For more information, visit NeighborWorks.org/scholarships. Note that if you are awarded a scholarship and do not cancel or are a no-show to the virtual event, your scholarship eligibility may be revoked for 12 months.

EVENT POLICIES your participation in this Virtual Training Institute, NeighborWorks Recognizing that this is a challenging time for many, we’ve America will share your email address with outside vendors for simplified our policies and event procedures. If you have any the limited purpose of delivering services to you during VTI. These questions or need any guidance, please contact us at [email protected] services include use of the virtual training platform, food delivery or 800-438-5547. Our Customer Response team is happy to help. from Grubhub, and the facilitated networking vendor. PAYMENT POLICY ATTENDANCE AND CERTIFICATE POLICY Training Institute package pricing is outlined above. Payment is due Courses start promptly and conclude on time. Certificates of at the time of registration and may be made by Visa, MasterCard completion are awarded only to participants who attend and or American Express. To make a payment by check or arrange pass the quiz associated with each webinar course prior to the group payments, please contact our Customer Response team event closing date. The event will remain open for one week after at [email protected] or 800-438-5547 for assistance. All tuition and the VTI to allow participants to take the quiz and print your online registration payments must be received in full before obtaining certificates. The system also auto-sends a copy of your certificate final instructions to access your sessions. to your email account so be sure to check your junk mail folder if you don’t see it in your inbox after successful quiz completion. CHANGES, SUBSTITUTIONS, CANCELLATIONS & REFUNDS For faculty-led courses and one-week workshops, a certificate Changes: All VTI registrants may register/unregister for networking of completion will be issued at the end of the course to those opportunities in the event site at any time. For course changes, who pass. Certificates are not issued for the event symposium or VTI registrants who purchased an ALL-ACCESS package are non-course activities. responsible for making your own webinar changes directly in the online event site, subject to webinar availability. All other plans require that you contact our Customer Response team to make KEY EVENT DEADLINES: course changes at the present time; however, site enhancements in January will allow other plan registrants to make changes on h Monday, February 1: Last day to register for a limited their own. Plans cannot be downgraded after purchase. Webinar seating faculty-led course or one-week workshop. courses will be recorded and available for viewing up to one week When these courses are full, registration for them will after the event, only to registrants who signed up for that specific no longer be available. Registration for packages that live webinar. include them will also no longer be available. Substitutions: Will not be processed for this event. h Wednesday, February 10: Last day to cancel from 23 the event with a refund. There is a $25 non- Cancellations / Refunds: Participants may cancel at any time by refundable processing fee. Refunds will not be email to customer response at [email protected]. However, refund, minus issued after this date. a $25 non-refundable processing fee, are only available up to Wednesday, February 10th. After this date no refunds will be given. h Friday, February 12: Last day to register to receive full event benefits SHARING OF PERSONAL INFORMATION h Friday, February 26: Last day to take a quiz or view a NeighborWorks America is committed to protecting the personal recorded session in the event site information of its training event attendees. In order to support VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL REGISTRATION, STEP-BY-STEP

Follow these five steps to register for the NeighborWorks Virtual STEP 3: Specify the sessions that are included in your plan by Training Institute. Need assistance? Visit NeighborWorks.org/ clicking the session check boxes . VTI_Winter_2021 to see a quick how-to guide, or contact us 1. Depending on the plan you select, offering categories will for personalized guidance at [email protected] or 800-438-5547. Our appear below on the screen. All items within your plan (e.g., 5 Customer Response team is happy to help. webinars for the Week of Webinars package, or 8 webinars and the symposium for the Community Development Pro package) STEP 1: Go to: https://collabornation .net/nwawintervti to set must be selected before the SUBMIT button will enable you up your event profile to proceed with your registration. Ten items per category will 1. Enter your name, email and create a password. (If you already automatically appear but you can select to view 100 items at have an account with NeighborWorks America’s online per screen to see more category selections at once. registration site, you must still create your new registration 2. Don’t forget to select networking sessions and afternoon account for this virtual event.) workshops! 2. Click the CREATE ACCOUNT button and a registration 3. After you have selected all required items in your plan by profile page will appear. If you have attended an event clicking the check boxes, the SUBMIT button at the bottom of with NeighborWorks in the past 3 years your most recent the screen will enable you to proceed to payment. profile information will load. Please confirm/update your information as needed. If you are new to NeighborWorks STEP 4: Proceed to payment or discount code entry training, you will need to complete your registration profile. Please note that new registrants will need to specify if you are 1. The total balance due will match your plan cost. If you a with a “NeighborWorks Network” organization or an “Other purchase something other than the ALL ACCESS plan, it Organization.” will show a discount, to give you your final reduced cost. Continue the steps to make your payment. a. If selecting NeighborWorks Network, you will be required to select from a pull down of active Network organizations 2. Upon payment and/or discount code submission the screen for your profile. will show your MY COURSES PAGE in the event site, which includes the courses and events you selected. Your package b. If selecting the Other Organization category, you can registration is now complete. Your courses will be ACTIVATED begin typing your full organization name and it will auto- and ready to launch the week of the event. fill based on a pre-uploaded list. If your organization does not appear, follow the instructions to create a STEP 5: Confirm your MY COURSES page accurately reflects new organization or enter Not Applicable if you are not the sessions you signed up for; continue exploring sessions to affiliated with an organization/company. add, or log out 3. Click the SUBMIT button once you have completed your 1. Upon finalizing your registration, the site will open to you your registration profile form and proceed to the event packages MY COURSES page. Please review this page to make sure it and course selections page. accurately reflects the sessions you signed up for. STEP 2: On the event plan selection page, first select one of 2. To explore adding additional sessions to customize your the 6 registration plans (see list above) that best meets your package and meet your training needs, click on the COURSE training needs: CATALOG link on the left-side menu to look over sessions or add more items to your schedule. Be sure to check back Please note that: regularly for any new activities that might be added up to the h After you select and pay for a plan, you can add additional week of the event! sessions not included in your package for an additional fee. 3. On the bottom right corner of the screen there is a question Registrants are restricted to no more than one faculty-led mark icon. Click that icon to access support from the course or one one-week workshop for this event due to limited Collabornation team for site technical issues. However, capacity and the course work involved. Plans cannot be we encourage you to continue to contact our Customer downgraded after purchase. Response team for any event registration or assistance h Recorded webinar sessions will be provided to attendees questions that you have. They can be reached at 1-800- of the respective webinars for which they have registered. 438-5547 or [email protected] Recorded sessions will be available to registrants in their MY COURSES page approximately 3-4 hours after the live 4. You can find the event Frequently Asked Questions (FAQs) at webinar takes place. NeighborWorks.org/VTI_Winter_2021 h All registrants taking a faculty-led course or a one-week 5. To return to the event site once you have registered, workshop will receive special instructions to access your bookmark the event login page below. You will need to course ahead of the event start date and afterwards, if enter your email and event password to login into the site. appropriate. These courses require independent work and https://collabornation.net/login/nwawintervti time commitment.

24 VIRTUAL TRAINING INSTITUTE TRAINING VIRTUAL