SYMPOSIUM -- Taking Care of Business:
Managing the Business Side of Homeownership Programs

Taking Care of Business: Managing the Business Side of Homeownership Programs was a one-day symposium held in May 2007 at the NeighborWorks Training Institute in Phoenix. Managers, pracititioners, board members and funders of homeownership programs convened to discuss the do's and don'ts of homeownership program oversight and management.

Symposium Resources

Plenary Sessions: Scale and Sustainability

• Photo Gallery of Symposium
  
• The Business Side of Affordable Homeownership Programs – What Is It And What Has Changed Over the Last Twenty Years? [PDF] Presentation by George McCarthy, Ford Foundation
• Getting to Scale: New Business Strategies for Homeownership [PDF], Doug Dylla
• Research Review: New Pathways to Scale for Community Development Finance [PDF], Gregory A. Ratliff and Kirsten S. Moy
• An Informed Discussion: Achieving Sustainability, Scale and Impact in Community Development Finance, A Conference Summary [PDF], Profitwise News & Views Special Edition December 2005, Federal Reserve Bank of Chicago

National Industry Standards for Homeownership Education and Counseling

• National Industry Standards for Homeownership Education and Counseling [PDF]
• National Industry Standards for Homeownership Education and Counseling: Guidelines and Code of Ethics [PDF]
• To learn more about the National Industry Standards go to:  www.homeownershipstandards.com

Breakout Sessions

1. Creative Business Models That Expand Reach, Production and Sustainability
• Innovations Business Models [PDF],
  Presentation by Kirsten S. Moy, Aspen Institute
• Creative Business Models [PDF],
  Presentation by Patricia Garcia Duarte, NHS Phoenix
• Homewise Business Model [PDF],
  Presentation by Mike Loftin
2. Using Cost Analysis to Plan, Manage and Monitor Your Homeownership Business
• NeighborWorks Homebuyer Education and Counseling Cost Estimating Tool (prototype)
• Measuring the Delivery Costs of Pre-purchase Homeownership Education and Counseling [PDF], Christi Baker and J. Michael Collin     
3. Using New Standards and New Technology to Improve Your Response to Customers (No additional materials)
4. Industry Benchmarks You Can Use to Evaluate Performance [PDF],
   Presentation by Ron Johnston, NeighborWorks America
5. Maintaining Meaningful Board Oversight of Sophisticated Programs
   • Portland Housing Center Board Cheat Sheet [PDF]

 

2007 Innovations in Homeownership Awards

The winners of the 2007 Innovations in Homeownership Awards, sponsored by MetLife, were announced at the close of the symposium. Click here to learn more about the contest winners.

Symposium sponsored by