Properly Funding HOA Reserve Projects & Capital Improvements

Wednesday, June 21, 2017
06:00 PM - 08:00 PM
CAI-OC Chapter Office
1971 E. 4th St., Ste. 280
Santa Ana, CA 92705


Properly Funding HOA Reserve Projects & Capital Improvements: Where is the Money?

CAI-OC is offering a special bonus course to assist HOAs with funding options for its communities future reserve projects, renovations, major expenditures and capital improvements.  You will hear several options for your community to fund these projects through self-funding options or through a HOA loan. 

  • Will the current assessments or reserve funds be enough for the project or will the association require a special assessment?
  • How does a HOA loan work? 
  • How can I tell if my association is a HOA loan candidate? 
  • How to read your proposals to determine what is best for your HOA.
  • What is the difference between a capital improvement, reserve project or new improvement.
  • How to properly communicate with the membership.

Facilitators are:
Linda Cardoza, Alliance Association Bank
Scott Clements, RS, Reserve Studies, Inc.
Cyndi Koester, CMCA, AMS, PCAM HOA Resource Advisors & SwedelsonGottlieb
David Wankel, Esq., Iger Wankel & Bonkowski, LLP

Click here for a registration form

6:00 pm registration  
6:15 pm program begins

PLACE: CAI - OC Office  
1971 E. 4th Street, Suite 280  
Santa Ana, CA  92705 

COST:  FREE to CAI MEMBERS! $25 for non-members

Thank you to our CLTP class sponsors
Accell Property Management, Inc., AAMC 
Artistic Maintenance, Inc. 
Associa-PCM, AAMC 
AV Builder Corp. 
Beaumont Gitlin Tashjian 
Cardinal Property Management, AAMC 
Fenton Grant Mayfield Kaneda & Litt, LLP 
Fiore, Racobs & Powers, APLC 
Keystone Pacific Property Management, LLC, AAMC 
Mission Landscape Companies 
Neuland, Whitney & Michael, APC 
Optimum Professional Property Management, Inc. (ACMF)
ProActive Professional Management




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