2017 EMPHASYS HFA USER CONFERENCE …emphasyshfa.com/.../2017EmphasysHFA-UserConf_PreliminaryAgenda… · Friday, November 17 11 Social Media 11. HFA 2017 USER CONFERENCE | 3 THANK

EXPANDINGHORIZONS

2017 EMPHASYS HFA USER CONFERENCE

Giving Light to Innovative Solutions

November 14 - 17, 2017South Beach, Florida www.emphasyshfa.com

2017 Emphasys HFA User ConferenceTABLE OF CONTENTS

2 | H FA 2017 U S E R CO N F E R E N C E

TABLE OF CONTENTS

Sponsor 3

Tuesday, November 14 4

Wednesday, November 15 4

Thursday, November 16 7

Friday, November 17 11

Social Media 11

H FA 2017 U S E R CO N F E R E N C E | 3

THANK YOUto our

conference sponsor:

2017 Emphasys HFA User Conferenceconference sponsor


2017 Emphasys HFA User ConferenceDETAILED AGENDA

3:00 PM - 5:00 PMEarly Registration & Information Desk

6:00 PM - 8:00 PMWelcome Cocktail Reception

TUESDAY, NOVEMBER 14

WEDNESDAY, NOVEMBER 15 7:00 AM - 4:30 PMRegistration & Information Desk

8:30 AM - 10:15 AMOpening Plenary | Highlights & Innovations Join us in the conference welcome and kick-off session where we will highlight the year’s innovations, accomplishments, new partnerships, and more. Topics will include: a welcome address by General Manager, George Rodriguez, and an update on the Emphasys family: new staff, new users, new products, and new functionality across Suites.

10:30 AM - 12:00 pMOpening Plenary | Highlights & Innovations (Continued)This opening session will continue with highlights on each suite. In the Homeownership Suite we will present the new Lender Portal and give you a status on the rollout. In the Multifamily Suite we will look at the rollout of the MF Compliance system, as well as our MF Asset Management module. In the Financial Suite we will present some new Enterprise integrations with workflow and eDocs. Finally, in the Housing Locator Suite we will show you our new reporting add-on. Come help us make this first session an explosive start to a great conference.

1:15 PM - 2:15 pMDebt Management CoreThis session will explore new changes made to the Debt Management Reports, such as the Series Schedule, Indenture Schedule, and more. Obtain in-depth knowledge of these critical additions, all with the ability to export on to QuickReport.

Concurrent sessions

JOINT SESSION FINANCIAL SUITE MULTIFAMILY SUITE

SINGLE FAMILY SUITE HOUSING LOCATOR SUITE SANDBOX

Joint session



Multifamily - MF Compliance Rewrite Rollout StatusReview the new Multifamily Compliance BETA rollout and client testing. Attendees will be able to participate in a comprehensive discussion of new regulatory requirements and HUD reporting changes implemented this year, as well as review important enhancements to the Compliance module.

Single Family Portals and Lender Portal Version 7.0 + eDocsExplore the various portals of the Single Family Suite and their integration competence. We will be spotlighting the new Lender Portal 7.0 + eDocs.

Housing Locator Updates for 2017Discussion and Q&A about the latest updates to our product suite. From modernization and responsive design to dynamic-content management, new on-demand report subscriptions, integration of RentComp with Emphasys Elite, and much more. Help drive the continued growth of Housing Locator products in 2018!

Sandbox SessionPAIR (Prescreening, Assessment, Intake and Referral): Explore system options, complete screening forms and interact with waiting-list features.

2:20 PM - 3:20 PMAccounts PayableJoin us to see the newly added features to the Accounts Payable System. Learn about the addition of Electronic Signature and workflow integration, both with threshold levels for authorization. We will also discuss changes made to the Purchase Order/ Contracts and Vendors features.

Certification PortalIn-depth review of the Certification Portal rewrite and rollout. Important modifications to the Certification Portal and a refresher training of mission-critical product features.

Single Family Portals and Portal Version 7.0 + eDocs (cont.)In continuation with the previous session, we will be spending additional time analyzing the new aspects of Lender Portal 7.0 + eDocs. Join us to discover the newly added functions of Lender Portal, while simultaneously learning how to navigate through the new interfaces.

PAIR Overview and 2017 UpdateCommunities around the nation are implementing PAIR to meet complex housing-inventory needs. Learn about the latest implementations and take a deep dive into how PAIR matches eligible tenants to your set-aside units, tracks inventory and waitlists, and much more.

Concurrent sessions



Sandbox SessionHousing Locator, Residential Care Finder, RentComp:Test drive 3 valuable services from the Emphasys Housing Locator Suite that meet your complex housing-data needs.

3:35 PM - 4:30 PMFinancials Networking WorkshopSpend some time networking and brainstorming with your fellow Financial Systems users. Bring your questions and issues into the open forum discussion between the user group and Emphasys staff.

Physicals Inspections Module: Tablet Application and PortalEmphasys trainers will conduct a comprehensive training of the Physical Inspections Portal and Tablet App. Come and see how this digital solution can benefit your Physical Inspections process.

Single Family QuickReportsDiscover how QuickReports has continued to grow in the past year with the Single Family Suite. This session will review updates to the Single Family data dictionaries, new tables for the suite created to streamline reporting, and a new function that exports reports from Single Family systems into QuickReports.

Housing Priority Populations with PAIRPAIR helps you market set-aside units directly to priority tenants and homebuyers. Our technology cuts through the complexities to match eligible consumers with critically needed units. Attend this informative session to find out how PAIR establishes program compliance and matches clients with real-time availabilities. Sandbox SessionQuickReports: Hands-on training of the QuickReports system. Learn how to create categories and reports, apply filters and export data. Play with existing reports created by Emphasys and other users.

Concurrent sessions





7:00 AM - 4:00 PMInformation Desk

8:30 AM - 9:30 AMGeneral LedgerCome see a demonstration of new features in the General Ledger System. These new features will allow you to import budgets, track prepaid expenses, deferred revenue, and the purchase of and depreciation of capital assets.

Allocation (IM&C)This session is designed to provide training and an in-depth review of critical Allocation processes as well as important enhancements implemented throughout the year. Get all of your questions answered on common topics such as tracking Tax Exempt Bond deals, entry of Re-Syndicated projects and MS Excel integration within the IM&C System.

Loan Tracking | Single Family Portfolio Management | ForeclosureReview the many changes done to the Single Family Suite in the past year. This session will serve as a good refresher on how to work with these modifications throughout the suite such as:• Entering multiple Checks in Cash Receipts/Disbursements • Changes to the myReservation Dashboard• Setup MCC Rates at program level

Revolutionize Housing Data with Periodic Polling, a Compliance ToolPeriodic Polling, a system of direct touchpoints to specified populations, is revolutionizing housing data. Learn how this service helps you track compliance; gather current information from developers and property managers; enhance the efficiency of the referral process with robust, accurate listings; access on-demand reports; and more.

Sandbox SessionFundingApp: Join us for hands-on training with the premier web-based solution for developer applications. Get the guided tour and have all your questions answered.

9:35 AM - 10:30 AMInvestment ManagementJoin us in review of key Investment Management features such as Interest Reconciliation Wizard, Investment Transfer Import process, MBS Payment Forecast and Short Term Reclassification process.

Concurrent sessions

THURSDAY, NOVEMBER 16

Concurrent sessions



Funding Application Portal + Developer PortalJoin us as we perform a review of the main functionalities and enhancements of FundingApp and Developer Portals, and see how these web-based management systems provide a single solution to the developer application process and on-going application stage requirements.

Loan Tracking | Single Family Portfolio Management | Foreclosure Part 2Continue to explore the modifications to the Single Family Suite. Be sure to join to learn about some of the largest changes to the systems, such as vital changes to our Loan Number and loan numbering process.

RentComp Updates for 2017Contribute to the continued growth of our extensive rent-comparable toolset, from the rural-clustering tool to generate comparable data in sparsely populated areas, to integration with Elite for a streamlined workflow. Learn how to increase listings with vacancy management and about the latest data-population techniques being applied around the country.

Sandbox SessionWorkflow and FinEdocs: Join us for a hands on experience with the Notification and Workflow System and see how you can now track electronic documents throughout the Financial systems.

10:45 AM - 12:00 PMNotification and WorkflowJoin us for a presentation on new enhancements to Notification and Workflow. This system allows users to define workflow for processes such as creating journal entries, adding new accounts, approving invoices, creating bond issues, and more. We will present new enhancementsto the approval process of invoices and the ability to define multiple workflows based on the request type.

Multifamily Reporting via Quick ReportsAs many of you have begun to utilize Quick Reports, this session will focus on providing detailed training, valuable tips, and best practices for creating and generating reports out of the Allocation and Compliance databases via QuickReports.

Concurrent sessions





Loan Tracking | Single Family Portfolio Management | Foreclosure Part 3In this final Loan Tracking/ Single Family/ Foreclosure system overview session, we will touch upon the final modifications done to the system. This session will also include a wish list discussion - come share your ideas!

Housing Locator Marketing and Community OutreachAn in-depth look at trending marketing strategies for essential community buy-in and awareness of your housing locator service. Discuss and share the latest best practices from around the country.

Sandbox SessionPAIR: another chance to discuss in-depth system options for the Prescreening, Assessment, Intake and Referral system (PAIR). Discuss screening forms and interact with waiting-list features.

1:15 PM - 2:15 PMFinancial ReportingDive into end of year reports that have been created throughout the modules, and come learn about added features to facilitate the creation of custom financial reports.

Tenant File Audits Module: Tablet Application & PortalWe are very excited to introduce our latest Tenant File Audits solution currently being developed. Take this opportunity to offer us your feedback and suggestions for this state-of-the-art module.

Loan ServicingExplore new changes in the Loan Servicing system. This presentation includes new options to restrict user access based on new Alternate Loan type, new alternative payment options, new option to suppress late payment and more. We will also show exciting new changes to the data dictionary and metadata for QuickReports.

The Residential Care Finder and Your CommunityAdd an additional layer of support for your community with the Residential Care Finder (RCF). Hear about implementations of this real-time facility search, bed-availability and licensure-tracking service and why caseworkers and agency staff love it. Case studies will share ways RCF has helped referral agencies address housing challenges.

Sandbox SessionLender Portal Sandbox: Get hands on with Lender Portal 7.0! Navigate through the system yourself with a guided tutorial to begin familiarizing yourself with the new layout and functions.

Concurrent sessions



2:20 PM - 3:20 PMFinancials Reporting (cont.)Come see the new modifications to the Financial Suite reporting capabilities. These include the capability to export system reports to QuickReports and changes to reporting MetaData, which further enhance the robustness of Emphasys Reporting.

Multifamily Planning SessionTake advantage of our usual Multifamily planning session to help us review requested regulatory enhancements and wish list items to ensure the priority of these items address your agency’s needs.

Single Family Networking SessionParticipate in this networking workshop for Single Family Suite users:• Share tips and tricks with other users• Engage in open discussions• Learn from experiences shared by your peers• Take this opportunity to ask your questions about the systems with Emphasys staff• New Client Case Study: Washington State Housing Finance Commission shares their experience transitioning to Emphasys Single Family Suite products

Compliance, Affirmative Marketing, Special Needs Housing, Fair Housing – and the Housing Locator SuiteAccessible websites. Bilingual voice and TTY support. Tenant-centered housing locators. Polling for compliance. Secured caseworker tools. New inventory tracking. Find out and share how the Housing Locator Suite prioritizes housing access for all in a way that no other toolset on the market does, and how it benefits your agency.



Concurrent sessions

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Sandbox SessionRentComp: See comprehensive rent-reasonableness comparisons in action.

3:35 PM - 4:15 PMmyEmphasysJoin an interactive session to explore the myEmphasys website and its new features. Discover how you can use this tool as a resource center for all your questions across all Emphasys products.

5:00 PM - 6:00 PMClient Appreciation Cocktail Reception

6:00 PM - 8:00 PMEvening Dinner

8:00 PM - 10:00 PMSalsa with the Staff

8:00 AM - 11:00 AMInformation Desk

9:00 AM - 11:00 AMSingle Family + Financials + Multifamily + Housing Locator Planning and Outlook SessionCurious to see what is in store for at Emphasys HFA in the coming year? Join us as we preview upcoming projects, including a possible mapping product for HFA, modernization of Housing Locator products, and other upcoming projects. Your opinion counts! Express how you see these possible projects affecting your operations.

Joint session

Friday, NOVEMBER 17

Last updated September 20, 2017

Joint session

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Documents

2017 EMPHASYS HFA USER CONFERENCE …emphasyshfa.com/.../2017EmphasysHFA-UserConf_PreliminaryAgenda… · Friday, November 17 11 Social Media 11. HFA 2017 USER CONFERENCE | 3 THANK