Final Phase Focus: Compliant, Complete, and On Course

As the fiscal year draws to a close, housing counseling and community service agencies must ensure their operations, reporting, and documentation are not just complete—but compliant and audit-ready. This timely session will help you sharpen your year-end strategy, avoid common pitfalls, and close out your fiscal year with confidence.
Designed for HUD-approved housing counseling agencies and other community benefit organizations, this course highlights best practices for aligning program performance, financial reporting, and documentation with federal and funder requirements. Whether you’re wrapping up grant activities, preparing for a performance review, or streamlining internal processes, this session will help you stay on track and on course.
What You’ll Learn:

Tips for preparing for audits, performance reviews, and future funding

Key year-end tasks every HUD-compliant agency should prioritize

Common errors and oversights—and how to avoid them

Best practices for aligning service delivery, finance, and reporting