EDUCATION CLASS: Community Association Budgeting, Capital Expenditures & Assessment Collection

  • 09/13/2018
  • 9:30 AM - 12:30 PM
  • Olde Savannah Square HOA 2830 Forsyth Park Lane, Suwanee, Georgia 30024



Thursday, September 13, 2018
9:30am - 12:30pm
Olde Savannah Square HOA
2830 Forsyth Park Lane
Suwanee, Georgia 30024

This 3 credit CE course has been designed as an interactive program requiring groups to brainstorm on case study problems of mixed complexity that will allow managers to share opinions and procedures in solving issues that come up with budgeting, establishing capital reserve funds and/or finding alternative methods to finance expensive repair or improvement projects, and the collection process. Three experienced instructors will provide an overview of the topic and case studies that they have prepared specifically for this course, and at the end of each session, each group will share how they decided to resolve the issues presented so all the attendees can share different methods and options that may benefit their own associations.

Lisa Turner, CMCA, AMS, PCAM, Silverleaf Management Group, AAMC, LLC
Pat Hillen, Alliance Association Bank
Stephen Finamore, Esq., Lueder Larkin & Hunter, LLC

Manager Members: No Cost

Homeowner Leader Members: No Cost

Future CAI Manager/Homeowner Leader Members: $35

Snacks will be provided

Please note, registration will close on Friday, September 7, 2018. There will be a $25 late fee added to all registrants after Friday, September 7, 2018. Refunds will only be given to any cancellations before Friday, September 7, 2018. Due to the high demand of education classes, there will be a $15 "no show" fee implemented to anyone that is signed up and does not show the day of.

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