Increasing the capacity of the nonprofit development and advocacy community is a central part of CEI’s role in the affordable housing movement and industry. We undertake this training role in several ways:

• CEI’s approach to technical assistance involves focused interaction with clients’ project management staff so that they gain a deeper understanding of financial aspects of development. Although CEI’s principal role in a project is to structure the financial projections for analysis by investors and tax attorneys, CEI strives for project management staff to have a basic understanding of those projections and the underlying issues. This makes for better projects and stronger nonprofit housing developer staff.

• In addition to the one-on-one interaction with staff on specific projects, CEI offers periodic trainings for clients’ staff members, to delve deeper into the CEI financial projections, underlying tax issues, and project-specific or general affordable housing finance issues.

photo of CEI panel on Prop 13

• CEI is a frequent participant on workshop panels at conferences sponsored by Housing California, NPH, and CCRH. These sessions cover a range of financing topics and policy issues. A sampling of CEI-led workshops at housing conferences are:

  • — Make it Fair! or How California Could Collect $9 Billion/Year More for Important Stuff Like Affordable Housing
  • — Who’s Sharing in the “Sharing Economy”? Strategizing to Combat Airbnb’s Impact on Housing Affordability
  • — Not Quite “the R-word”: How We Can Use CRIAs and EIFDs to Create Affordable Housing
  • — Resyndications: Catching Up on New and Emerging Issues — Syndicating and Resyndicating to Preserve Existing Affordable Housing Developments
  • — Investor workshop — The Lighter Side of Tax Credit Equity
  • — Developing for Greenhouse Gas Reductions: Understanding GHG Modeling for Your AHSC Project
  • — VHHP Feedback Session
  • — Getting the Investor Out of Your Tax Credit Project

• CEI staff conducts affordable housing finance sessions within broader training programs offered by others. For example:

  • — The California Coalition for Rural Housing’s week long training for its college student internship program
  • — Sessions on syndication and year 15 buybacks at several Neighborworks training institutes
  • — Training in basic affordable housing finance for housing advocacy groups and as part of an exchange between housing and transportation advocates