Duration: 60 minutes

This program discusses the board orientation from each officer's perspective, including the president, vice president, treasurer, and secretary, and examine the role of board members at-large. By divvying up the presentation, each board member becomes engaged in the process and, ideally, in the development of the leadership team.

This program discusses:

• Key topics to address in a board orientation program, including:
    o The association's governing documents
    o Federal, state and local laws impacting community associations
    o Fiduciary duty and business judgment rule
    o Role and obligations of board members & homeowners
    o Operating and reserve budgets, and how to read financial statements
    o Strategic planning and the association's annual calendar
    o The importance of committees
    o Soliciting and working with volunteers
    o Meeting conduct
    o Association communications
  
• The role of the president, vice president, treasurer, and secretary in the board orientation program
• The role of board members at-large in the orientation program
  
• How conducting an effective orientation program can help nurture leadership skills and create a successful team

Speaker

Margey J. Meyer, CMCA, PCAM, is president of CADRExperts (Community Association Dispute Resolution Experts) and is a certified mediator with the American Arbitration Association and the Better Business Bureau of Greater Houston. She is a Phi Beta Kappa, Magna Cum Laude graduate of Florida State University in Florence, Italy. Margey owned her own management company for 21 years and, after selling it to Associa, was Dean of Associa University and VP-Industry Education, Integration and Outreach for the next decade. Among her many leadership positions with Community Associations Institute (CAI), Margey chaired the Government and Public Affairs Committee, Council of Chapters, Education Committee and Foundation for Community Association Research, and served on the Board of Trustees and as Treasurer and VP of the CAI Executive Committee. Locally, Margey has chaired the CAI-Houston PR Committee since the late 1990s.

Continuing Education Credit

This program provides one credit per hour toward:

• Certified Manager of Community Associations recertification
• Association Management Specialist redesignation
• Professional Community Association Manager redesignation

To earn credit, you must be personally registered for this program and print the certificate of completion to document your participation.

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^®)

Service Provider Designations and Distinctions
Reserve Specialist (RS^®) / Community Insurance and Risk Management Specialist (CIRMS^®) / Educated Business Partner