Webinar- Investment Concepts: Creating a Financially Secure Future
Members: USD $69.00
Non-Members: USD $99.00 (Join CAI and Save!)
Learn how to create a funding plan and use assets that can be collateralized, funded, and invested. Explore large-scale manager strategies for borrowing,raising funds, investing, and minimizing tax liability, and learn best practices for financial controls.
Special Note: This program is a recorded education session from the 2019 Annual Conference.
Non-Members: USD $99.00 (Join CAI and Save!)
Learn how to create a funding plan and use assets that can be collateralized, funded, and invested. Explore large-scale manager strategies for borrowing,raising funds, investing, and minimizing tax liability, and learn best practices for financial controls.
Special Note: This program is a recorded education session from the 2019 Annual Conference.
Credit Information
1 Credit
Description
Duration: 60 minutes
Program Description
Learn how to create a funding plan and use assets that can be collateralized, funded, and invested. Explore large-scale manager strategies for borrowing,raising funds, investing, and minimizing tax liability, and learn best practices for financial controls.
Speakers:
This program provides 1 credit toward:
Program Description
Learn how to create a funding plan and use assets that can be collateralized, funded, and invested. Explore large-scale manager strategies for borrowing,raising funds, investing, and minimizing tax liability, and learn best practices for financial controls.
Speakers:
- Gary A. Porter, RS, Facilities Advisors International LLC
- Marc Tamres, HomeRun IQ, Inc.
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
