Chad Porter, CEO at Smith Marion with over 25 years of experience auditing housing authorities. Chad is an expert in HUD accounting. Chad values personal accountability, organization, and delivering on his promises. In every engagement, he strives to give excellent service and exceed his deadlines.

Chad is a fraud investigator and a licensed CFE. Passionate about the industry, Chad keeps up with the ever-changing accounting regulations for housing authorities and actively looks for opportunities to share this knowledge with those in the eld.

He is a regular presenter to groups such as AHACPA, TAHRA, and CFOG. Chad has proven to be a leader on issues related to HUD compliance and GASB reporting. He has presented to industry and accounting professionals on topics as diverse as GASB 34 implementation, nancial statement consolidation under GASB 61, and single audit compliance requirements.

Topics

  • How to Prepare for Your Audit
  • RAD, LIHTC, AND NPO How to Survive the Chaos
  • Audit Process for Board Members
  • Demystifying FDS
  • RAD Conversion and Reporting
  • How to Design and Maintain a Non-Prot
  • Budget and Procurement
  • Moving T o Work How to Account for It
  • LIHTC 101
  • Public Housing RAD PBV vs. PBRA
  • Audit Update
  • Financials 101
  • New Executive Director Training
  • FDS In-depth Look at Reporting and Errors
  • FDS & Financial Report at the Board Level

As Seen In

  • Bachelors in Business Administration w/Accounting Concentration California State San Bernardino
  • Certied Public Accountant, Certied Fraud Examiner
  • cporter@smco.cpa
  • https://www.linkedin.com/in/chad -porter-cpa-cfe-224193b/