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  • Financial Strategy for Growth: Forecasting, Planning, and Cash Flow Optimization

    Growing a business requires more than increasing sales. It requires a financial strategy that supports sustainable growth. In this workshop, participants will learn how to forecast revenue and expenses, develop realistic financial plans, and optimize cash flow to make informed business decisions. Through practical tools and real world examples, you will gain the skills to […]

  • Understanding Reverse Mortgages: Products, Risks and Counseling Best Practices

    Reverse mortgages can provide older homeowners with an important financial resource, but they are also among the most complex mortgage products housing counselors’ encounter. Counselors should understand how reverse mortgages work and how to help clients evaluate whether a reverse mortgage is the most appropriate solution based on their goals, financial circumstances, and long-term housing […]

  • Disaster Preparedness and Recovery Strategies for Housing Counselors

    Natural disasters and emergencies can have devastating financial and housing impacts on individuals and families, making the role of housing counselors more important than ever. This training equips housing counselors with the knowledge and practical strategies needed to prepare clients before a disaster, respond effectively during a housing crisis, and support long-term recovery efforts. Participants […]

  • PR for Small Businesses: Get Media Attention That Builds Credibility

    Learn how to get your small business noticed by the media to build credibility, attract customers, and grow your brand. This session covers crafting compelling stories, reaching out to journalists, leveraging press releases, and using media coverage to enhance your reputation. Participants will leave with practical strategies to generate positive publicity and turn media attention […]

  • Heirs’ Property Practicum: Client-Ready in One Session

    Heirs Property Can Be Complicated. Your Counseling Doesn’t Have to Be. Join us for this webinar to gain practical, client-focused tools to help navigate one of the most challenging housing and property issues facing families today. This hands-on session will help you better understand heirs property, recognize potential issues, and confidently support clients as they […]

  • Advancing Strategies for HECM Programs: Enhancing Counseling, Client Outcomes & Program Effectiveness 

    This 90-minute advanced continuing education webinar is designed to equip experienced HECM counselors with practical strategies for navigating complex borrower circumstances and strengthening client-centered counseling. Participants will explore advanced assessment techniques, HECM decision-making, alternatives analysis, long-term financial and housing considerations, complex household scenarios, counselor boundaries, documentation, and risk management.

  • HUD Certification Exam Ready: A 5 Day Prep Intensive

    Preparing for the HUD Housing Counselor Certification Exam requires more than memorizing information. HUD Certification Ready is a live, instructor-led five-day intensive designed to help housing professionals understand the concepts tested on the exam, apply them to realistic counseling situations, and develop the confidence and strategy needed to approach the exam successfully. Throughout the week, participants […]

  • AI Tools Small Businesses Are Using to Market Smarter

    Explore the AI tools and strategies that successful small businesses are using to improve marketing efficiency and results. This session will cover AI-powered solutions for content creation, social media management, email marketing, customer engagement and analytics. Participants will learn practical ways to leverage AI to save time, reach the right audience and make data-driven marketing […]

  • Fair Lending Frontlines: Detecting Discrimination, Preventing Mortgage Fraud & Protecting Homebuyers

    Housing counselors are often the first to hear when clients encounter questionable lending practices, potential discrimination, or mortgage fraud. Fair Lending Frontlines is an interactive workshop designed to help counselors recognize warning signs, respond appropriately, and better protect the consumers they serve. Through practical examples and real-world scenarios, participants will explore fair lending protections, common […]

  • Bridging The Appraisal Gap

    A low or unexpected appraisal can quickly put a home purchase at risk and leave buyers unsure of what to do next. This practical webinar will help housing counselors better understand appraisal-related challenges, recognize the options available to clients, and provide effective guidance when an appraisal becomes a barrier to closing. Through real-world examples, participants […]

  • Rental Housing Counseling: Practical Tools for Supporting Renters

    Strengthen your rental counseling skills with this practical 90-minute webinar designed to help housing counselors support renters facing affordability concerns, lease issues, disputes, fair housing concerns, and potential eviction. Participants will explore HUD expectations and National Industry Standards, learn how to assess rental challenges, develop effective action plans, and recognize when legal or community referrals […]

  • Post purchase Counseling for long term housing stability and wealth building

    Homeownership is just the beginning of building long-term financial security. Join us for an interactive webinar exploring how housing counselors can help homeowners sustain homeownership, strengthen financial resilience, and build lasting wealth. Participants will learn practical strategies for managing housing expenses, building savings, making informed decisions about home equity, and planning for future financial needs. […]