january, 2021

21jan8:30 am5:00 pmSEVA-CAI’s Board Leadership Development Certificate Workshop - Kathleen Panagis8:30 am - 5:00 pm

Event Details

 

January 21, 2021
8:30 AM – 5:00 PM


Community association board members and volunteer leaders step up to take on positions of service and responsibility. They’re expected to anticipate issues, solve problems, meet the expectations of their residents, and protect property values. This workshop will teach you how to become a more successful board member, and how you can recruit and support new volunteers. You’ll learn the role of the board, the president, and other leadership positions; and you’ll identify effective ways to work with professional managers and service providers.

 

The workshop consists of five modules:

 

  • Module 1: Governing Documents and Roles & Responsibilities
    Kathleen Panagis, Esq., Vandeventer Black LLP
  • Module 2: Communications, Meetings, and Volunteerism
    Anita Loonam, CMCA, AMS, PCAM, United Property Associates
  • Module 3: Fundamentals of Financial Management
    Todd Derby, CPA, DesRoches & Company, CPAs
  • Module 4: Professional Advisors and Service Providers
    Jim Durkee, AAA Pool Services
  • Module 5: Association Rules and Conflict Resolution

 


Course Materials:

 

  • The Board Member Toolkit, a best-selling book from CAI Press
  • The Board Member Toolkit Workbook
  • Brochures and publications
  • A copy of CAI’s award-winning Common Ground magazine

 

Time

(Thursday) 8:30 am - 5:00 pm

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