Webinar- Covering Your Assets: Protecting Associations in Economic Uncertainty
Members: USD $69.00
Non-Members: USD $99.00 (Join CAI and Save!)
Discover new solutions to combat inflation, protect your assets, and successfully manage reserve and operating accounts during economic uncertainty. With a primary focus on safety and security of community association funds, our panel outlines board member fiduciary responsibilities, reserve study benefits, and budgetary considerations for financial planning. Learn how your community can create a formal investment policy statement and why it’s so important to hire the right financial professionals.
Special Note: This program is a recorded education session from the 2023 Annual Conference.
Non-Members: USD $99.00 (Join CAI and Save!)
Discover new solutions to combat inflation, protect your assets, and successfully manage reserve and operating accounts during economic uncertainty. With a primary focus on safety and security of community association funds, our panel outlines board member fiduciary responsibilities, reserve study benefits, and budgetary considerations for financial planning. Learn how your community can create a formal investment policy statement and why it’s so important to hire the right financial professionals.
Special Note: This program is a recorded education session from the 2023 Annual Conference.
Credit Information
1 Credit
Description
Duration: 60 minutes
Program Description
Discover new solutions to combat inflation, protect your assets, and successfully manage reserve and operating accounts during economic uncertainty. With a primary focus on safety and security of community association funds, our panel outlines board member fiduciary responsibilities, reserve study benefits, and budgetary considerations for financial planning. Learn how your community can create a formal investment policy statement and why it’s so important to hire the right financial professionals.
Speakers
Continuing Education Credit
This program provides 1 credit toward:
Program Description
Discover new solutions to combat inflation, protect your assets, and successfully manage reserve and operating accounts during economic uncertainty. With a primary focus on safety and security of community association funds, our panel outlines board member fiduciary responsibilities, reserve study benefits, and budgetary considerations for financial planning. Learn how your community can create a formal investment policy statement and why it’s so important to hire the right financial professionals.
Speakers
- Nico March, The March Group, San Diego, CA
This program provides 1 credit toward:
- Certified Manager of Community Associations recertification
- Association Management Specialist redesignation
- Professional Community Association Manager redesignation
Manager Certifications and Designations
Certified Manager of Community Associations (CMCA®)/ Association Management Specialist (AMS®)/ Professional Community Association Manager (PCAM®)/ Large-Scale Manager (LMS®)
Management Company Designation
Accredited Association Management Company (AAMC®)
Business Partner Designations and Distinctions
Reserve Specialist (RS®)/Community Insurance and Risk Management Specialist (CIRMS®)/Educated Business Partner
Courses in package:
