Date: May 29th, 2026 

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 minutes

Description:

The Enterprise Income Verification (EIV) system has always been one of HUD’s most powerful compliance tools — but HOTMA is changing the rules around how it’s used, documented, and reported.

Many properties are still running EIV workflows built on outdated procedures that no longer align with current HUD guidance. As HOTMA implementation accelerates toward the January 1, 2027 deadline, the gap between old practices and new requirements is becoming a direct audit liability.

This focused 90-minute session delivers a structured, no-fluff breakdown of what’s changing, what’s staying the same, and exactly what your team needs to do to bring EIV policies, file documentation, and report review processes into full compliance before your next Management and Occupancy Review (MOR).

Key Topics Covered:

• Required EIV Policies & Procedures.
• HOTMA’s Impact on EIV Policy Language.
• Key EIV Reports & Their Compliance Purpose.
• HOTMA & EIV Reporting Requirements .
• Documentation Best Practices for Audit Readiness.

Learning Objectives:

• Identify the required EIV policies and procedures every property must maintain under current HUD guidance,

• Pinpoint specific EIV policy changes driven by HOTMA and assess gaps in existing internal processes.

• Explain the compliance purpose of key EIV reports and how HOTMA affects their use and interpretation.

• Apply documentation best practices that strengthen file integrity and support audit-ready compliance reviews.

• Develop a clear action plan to align written policies, EIV workflows, and reporting practices before the 2027 deadline.

Who Will Benefit:

• Property Managers & Assistant Managers
• Compliance Managers & Compliance Officers
• Occupancy Specialists
• Regional Managers & Portfolio Supervisors
• Owners & Management Agents
• Anyone responsible for EIV reporting, discrepancy resolution, or MOR preparation

About Our Speaker:

Joseph Henry

Affordable Housing Industry Veteran | 38 Years of Real-World Experience

Joseph Henry’s journey in affordable housing is not one that started in a boardroom  it started on the ground floor, literally. Beginning his career as a maintenance professional, Joe worked his way through every level of property operations to ultimately serve as Director of one of the largest property management companies in the nation.

That 38-year climb gives Joe something most compliance trainers can’t offer: a firsthand understanding of what these regulations mean at every level of an organization  from the maintenance tech on day one to the executive making policy decisions.

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