How is your association weathering the economic storm of the past few years? Does your community suffer from special assessments and hidden expenses? Is your board and management team maintaining fiscal health and providing for your community’s financial security?

This webinar uses overviews and case studies to illustrate specific investment options available to community associations and how these investments can be leveraged to maximize their safety, liquidity and returns.

Topics

• Investment options that have proven effective for associations
• How communities were able to recover from a variety of financial threats
• Online tools and best practices for evaluating association finances and establishing a safe, secure and perpetual reserve fund
• The pros and cons of common funding options
• Warning signs creditors are looking for today
• How to evaluate investment options and enhance attractiveness to creditors

Speakers

Nico F. March is asenior vice president, investment officer and senior institutional consultant with Wells Fargo Advisors in San Diego, Calif.Since 1984, his team has specialized in corporate asset and liability management with a focus on risk mitigation. They serve many Fortune 500 clients, assist more than 1,000 clients globally and have managed in excess of $1 billion in HOA assets.

Gary Porter has made more than a hundred presentations at CAI national conferences, CAI chapter events, and has been a presenter for 32 state CPA societies. He is the coauthor and presenter of the AICPA (American Institute of CPAs) course “Providing Services to Common Interest Realty Associations.” He is the author of several books and more than 250 articles on financial matters of homeowners associations. Mr. Porter is a CPA and RS, and has performed hundreds of audits of associations and performed hundreds of reserve studies nationwide.

Suggested Reading

Reserve Funds: How & Why Community Associations Invest Assets

Registration Information

All registrants will gain access to the live session, along with access to the on-demand, online recording for 120 days.

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