EVENTS: RECENT & UPCOMING EDUCATIONAL & INDUSTRY EVENTS

Interested in training or presentation by LvHJ?

Please contact us if you are interested in engaging LvHJ leadership team members to speak or provide educational training at your upcoming events.

2018

Join S. Scott Seamands, Partner at Lindquist von Husen & Joyce, LLP, for an Affordable Housing Roundtable. This interactive meeting brings together CFOs, Controllers and Accounting Managers in the affordable housing community to learn from each other and industry accounting experts.

The next roundtable discussion is on Thursday December 6, 2018 at 9:30 a.m. You may come to our office or join virtually via GoToMeeting (link will be sent upon receipt of RSVP).

Topic for this meeting:

• Accounting requirements that will take effect soon, such as the new nonprofit financial statement format required for 2018 and implementation of the new revenue recognition rules for 2019
• Stan Woo will cover new tax papers on the Strength Matters website.

RSVP here.

Join S. Scott Seamands, Partner at Lindquist von Husen & Joyce, LLP, for an Affordable Housing Roundtable. This interactive meeting brings together CFOs, Controllers and Accounting Managers in the affordable housing community to learn from each other and industry accounting experts.

The next roundtable discussion is on Wednesday August 29, 2018 at 9:30 a.m. You may come to our office or join virtually via GoToMeeting (link will be sent upon receipt of RSVP).

Please RSVP by August 17, 2018 via this link:

https://goo.gl/forms/ZRDVGMO5vJcGscTR2

Topics for this meeting:

• Sample procurement policies that are compliant with the Uniform Guidance (single audit) requirements, sample document retention policy
• LIHTC life-cycle tax issues (highlighting Strength Matters documents on partnerships and NPO tax issues)

Topics for future meetings include:

• Staffing and job duty differences – property accounting vs. property managers/supervisors – who does what?
• Staffing and job duty differences – development accounting vs. development project managers – who does what?
• Preparing for the new NPO financial statement format (liquidity disclosures, functional expenses, etc.)
• Other Strength Matters projects on insurance coverage, document retention policy, accounting standards update

These quarterly roundtables have proven to be a valuable resource for participants. You will gain the knowledge you seek, have a forum to share your experiences, and learn best practices championed by your peers. As a CPA firm providing audit and tax services to this specialized community, we will bring our experience and expertise to the discussion as a facilitator. However, the forum is yours, so bring the issues that are important to you! 

Coffee and pastries will be served, and there is no fee to join. Continuing Education credits are available for attending this session in person or virtually.

Please RSVP by August 17, 2018 via this link:

https://goo.gl/forms/ZRDVGMO5vJcGscTR2

If you have any questions, please contact info@lvhj.com.

2017

Join S. Scott Seamands, Partner at Lindquist von Husen & Joyce, LLP, for an Affordable Housing Roundtable. This interactive meeting brings together CFOs, Controllers and Accounting Managers in the affordable housing community to learn from peers and industry accounting experts.

Click here to register.

LvHJ team will join the staff and supporters of Resources for Community Development at their annual “Sparking Connections” event in Berkeley.

Rita Dela Cruz, Partner, Stan Woo, Partner, Chris Claybaugh, Audit Manager, Sherman Leong, Tax Manager, and Susan Shelton, Senior Tax Associate, will celebrate Northern California Community Loan Fund‘s accomplishments and contributions in the affordable housing community at their 30th Anniversary Event  in San Francisco.

LvHJ is proud to sponsor East Bay Housing Organization‘s annual Affordable Housing Week in May (5/11 – 5/21) in Oakland.

Rita Dela Cruz, Partner, Alex Wong, Partner, Stan Woo, Partner, Steven Huang, Audit Supervisor, Dan Liu, Senior Audit Associate, and Susan Shelton, Senior Tax Associate, will join the staff and supporters of Tenderloin Neighborhood Development Corporation‘s annual birthday dinner in San Francisco. 

Rita Dela Cruz, Partner, will attend Great Chefs & Wineries, an annual fundraising event hosted by Lifehouse in San Rafael.

Scott Seamands, Partner, co-presented a webinar, entitled “How to Increase the Clarity & Quality of Your Financial Statement Footnotes,” sponsored by STRENGTH MATTERS.

Scott Seamands, Partner, presented a webinar, entitled “Key Financial Statement Footnote  Disclosures to Tell Your Story,” sponsored by STRENGTH MATTERS, a national collaborative that consists of three national networks of nonprofit owners and developers in the affordable housing field: Housing Partnership Network (HPN), NeighborWorks America (NWA) and Stewards of Affordable Housing for the Future (SAHF).

2016

LvHJ and the California Department of Housing and Community Development (HCD) co-hosted an exclusive workshop on 12/8 (Thu) in Oakland, CA.  Jim Kraft, Partner, facilitated and Cathy Hwang, Partner, joined the panel of HCD representatives.

Chris Claybaugh, Audit Manager, attended Dui Hua Foundation’s annual Friends of Dui Hua holiday party. 

Scott Seamands, Partner, Alex Wong, Partner, and Selena Zheng, Tax Associate, joined the staff and supporter of Chinatown Community Development Center for it’s annual holiday reception in San Francisco.

LvHJ and the California Department of Housing and Community Development (HCD) co-hosted a 2-day workshop in Santa Ana, CA.  Jim Kraft, Partner, facilitated and Cathy Hwang, Partner, joined the panel of HCD representatives.

LvHJ partners, Charlotte Tay and Rita Dela Cruz, Scott Smith, Principal, and Michael Abbate, Audit Manager, provided an educational training to Los Angeles Housing + Community Investment Department.

Stanley Woo, Partner, Joe Li, Audit Manager, and Crisanto Francisco, Audit Manager, attended Merritt Community Capital Corporation’s 2016 Partnership Luncheon in Oakland.

Scott Smith, Principal, attended East Bay Asian Local Development Corporation’s 41st Annual Gala Celebration in Berkeley. 

Cathy Hwang, Partner, and Steven Robertson, Principal, attended Enterprise Community Partners’ annual Soiree by the Bay, that gathered prominent business and community leaders in the Bay Area.

LvHJ Partners, Rita Dela Cruz, Charlotte Tay, Alex Wong and Stan Woo, and Joe Huie, Senior Tax Manager, Selena Zheng, Tax Associate, joined the staff and supporters of Chinatown Community Development Center for their 39th Anniversary Gala in San Francisco.

LvHJ team – Steven Robertson, Principal, Michael Abbate, Audit Manager, and tax associates, Selena Zheng, Hoang Nguyen and Claire Wan, joined the staff and supporters of MidPen Housing  & spent a day working on various volunteering projects in San Jose. 

LvHJ sponsored the Annual Fall Conference by NPH in San Francisco. Jim Kraft, Partner, Sandra Martinez, Audit Manager, and Sherman Leong, Tax Manager, attended to network with affordable housing industry leaders and practitioners in Northern California.

Stan Woo, Partner, and Joe Li, Audit Manager, joined the staff and supporters of Christian Church Homes for its Annual Fundraising Celebration, which took place on a cruise around the beautiful San Francisco Bay.

LvHJ sponsored the Annual Housing Conference by SCANPH in Los Angeles. Scott Smith, Principal, and Michael Abbate, Audit Manager, attended to network with affordable housing industry leaders and practitioners in Southern California.

Charlotte Tay, Partner, Stanley Woo, Partner, and Scott Smith, Principal, attended a farewell event for the Executive Director of Burbank Housing Development Corporation. 

Scott Smith, Principal, Charlotte Tay, Partner, and Rita Dela Cruz, Partner, co-facilitated an accounting workshop for finance and asset management team members at CalHFA in Sacramento.

Chris Claybaugh, Audit Manager, attended a special reception by Dui Hua Foundation, honoring William McCahill, Jr., a longtime Board member, renowned diplomat and scholar.

Jim Kraft, Partner, and Rita Dela Cruz, Partner, co-facilitated the June Brown Bag Workshop, entitled “Affordable Housing Industry Snapshot – Practical Leaning Today, Jump Start Tomorrow,” sponsored by NPH. 

Scott Seamands, Partner, led a Webinar sponsored by AHMA-NCH on the topic of “Understanding Housing Property Financial Statements.” 

LvHJ’s Audit Managers, Michael Abbate and Crisanto Francisco, Thomas Szymanoski, Audit Supervisor, and Adam Kreft, Audit Associate, attended Resources for Community Development’s 32nd anniversary event, “Sparking Connections,” in Berkeley.

Rita Dela Cruz, Partner, Jim Kraft, Partner, Alex Wong, Partner, Stan Woo, Partner, Steven Huang, Audit Supervisor, Dan Liu, Senior Audit Associate, Lena Xu, Tax Supervisor, and Susan Shelton, Senior Tax Associate attended Tenderloin Neighborhood Development Corporation’s 35th Birthday Dinner in San Francisco.

Scott Smith, Principal, Charlotte Tay, Partner, and Rita Dela Cruz, Partner, co-led an accounting workshop for finance and asset management team members at HCD and CalHFA in Sacramento.

Scott Seamands, Partner, led a 2-day STRENGTH MATTERS Boot Camp on Financial Reporting for Rental Housing Nonprofit Enterprises in Los Angeles.

Rita Dela Cruz, Partner, Alex Wong, Partner, and Steven Huang, Audit Supervisor, attended a VIP reception in San Francisco, hosted by Tenderloin Neighborhood Development Corporation.

Rita Dela Cruz, Partner, and Sandra Martinez, Audit Manager, participated in Lifehouse’s annual fundraising event, Great Chefs & Wineries, in San Rafael.

Cathy Hwang, Partner, and Sherman Leong, Tax Manager, attended 2016 Excellence in Supplier Diversity Awards Gala hosted by the Western Regional Minority Supplier Development Council in San Francisco.

Rita Dela Cruz, Partner, and Crisanto Francisco, Audit Manager, attended 2016 Investor Briefing hosted by Housing Trust Silicon Valley in Santa Clara.

Rita Dela Cruz, Partner, Alex Wong, Partner, and John Valte, Senior Audit Associate, joined the staff and supporters of Family House for the grand opening of Nancy & Stephen Grand Family House in Mission Bay, San Francisco.

Jim Kraft, Partner, facilitated an educational workshop, entitled “Making Collaboration Work in Affordable Housing Development,” in downtown Los Angeles. The workshop was sponsored by SCANPH.

Charlotte Tay, Partner, and Sandra Martinez, Audit Manager joined members and supporters of Golden Gate Regional Center for its 50th Anniversary Celebration in San Francisco.