Our consultants have their fingers on the pulse of the hottest issues facing the housing authority & non-profit profession in five areas critical to success: leadership, talent, process, strategy, and finance. Some of the topics included here are timeless while others are hot topics, and we’re also happy to customize sessions to fit your needs. Either way, we thoroughly research and regularly update the content of every session to ensure we’re bringing you timely insights and guidance. We offer full- and half-day workshops as well as keynotes and breakouts that will wow your audience while bringing new meaning and clarity to a topic. We look forward to speaking at your next event!

  • Chad Porter

    CEO, CPA, CFE

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  • Peter Wesch

    EA

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  • Kendra Dockham

    CPA

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  • Cole Monroe

    CPA

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  • Carlos Carazo

    CPA, EA

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  • Shona Rodman

    Executive Assistant

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  • Hannah Baldwin

    Hannah Baldwin

    SHRM-CP, PAFM

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  • Danye Cooper

    Client Solutions Coordinator

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Leadership

  • Developing Accountability within Your Organization
  • Communicating with Your Board
  • How to Run a Board Meeting
  • Developing Your Succession Plan

Talent

  • Employee Retention Strategy
  • Incentive Pay for Your Organization
  • HR Solutions and Employee Development

Strategy

  • Creating Sustainable Processes
  • Leveraging Capacity in Your Organization
  • How to Create a Non-Profit
  • Developing Your Strategic Plan

Finance

  • Rental Assistance Demonstration (RAD) Reporting
  • Low Income Housing Tax Credit (LIHTC) & Public Housing RAD
  • How to Prepare for an Audit
  • Sources of Non-HUD Funds
  • Audit Update

Where Have Our Consultants Spoken?

  • Public Housing Authority Directors Association (PHADA)
  • Tennessee Association of Housing & Redevelopment (TAHRA)
  • Southeastern Regional Council – National Association of Housing and Redevelopment Officials (SERC-NAHRO)
  • Texas Housing Association (TXTHA)
  • Florida Association of Housing and Redevelopment Officials (FAHRO)
  • Mississippi Association of Housing and Redevelopment Officials (MAHRO)
  • Georgia Association of Housing and Redevelopment Authorities (GAHRA)
  • American Institute of Certified Public Accountants (AICPA Engage)
  • Wolters Kluwer CCH
  • California Association of Housing Authorities (CAHA)

Book a Speaker

To book a speaker for your company event, please take a few moments to fill out the form provided below. Your detailed information will help us match you with the perfect speaker to meet your event’s specific needs and goals.

Smith Marion & Co. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Contact Us

Let’s connect to discuss how we can support your business goals and help you navigate your financial journey with confidence.