Learn how to best manage your association’s money.
This course gives you the tools to understand and apply the principles of financial management to your community association. You’ll learn the entire budget process, from identifying line items to reconciling accounts to gaining board approval. You’ll also learn how to analyze and report on association finances. Topics include:
Developing, managing and balancing budgets
Financial planning processes
Replacement reserves and basic investment principles
Accrual and fund accounting
Analyzing financial reports and records
Using budgets and financial reports as management tools
In addition to a participant guide and digital access to bonus readings and materials, you will receive:
CAI Guide for Association Practitioners: The Board Treasurer
2 days | 9 a.m. - 5 p.m. both days
Students have 30 days from the live course to complete an online, multiple-choice examination.