Board Leader Certificate Course

Saturday, August 22, 2020
08:00 AM - 05:15 PM
Zoom Meeting


The new CAI Board Leader Certificate Course teaches you how to communicate with association residents, hire qualified managers and service providers, develop enforceable rules, interpret governing documents and more. It provides a comprehensive look at the roles and responsibilities of community association leaders and conveys information to help create and maintain the kind of community people want to call home.

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.

The 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.

Taking and completing the CAI Board Leader Certificate Course (also known as the Board Leadership Development Workshop) is one of the requirements of earning the CAI Board Leader Certificate.

Course Outline

Whether you live in a condominium, homeowners association (HOA) or other type of community, the CAI Board Leader Certificate Course highlights what every board member needs to know to serve effectively. The course consists of five modules:

Module 1: Governing Documents and Roles & Responsibilities. To start you on the right path, Module 1 helps you understand the legal authority for your association. It also clarifies the duties and responsibilities of each board member and the professionals who are available to assist the board.

Module 2: Communications, Meetings and Volunteerism. Module 2 helps you learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit.

Module 3: Fundamentals of Financial Management. Module 3 introduces the fundamentals of association financial management, including guidelines for protecting your association’s assets, preparing a budget, planning for the future and collecting assessments.

Module 4: Professional Advisors and Service Providers. Because putting together the right team to support your association can be challenging, Module 4 provides practical tips on finding, evaluating and hiring qualified professional advisors and service providers.

Module 5: Association Rules and Conflict Resolution. Module 5 explores guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.

With your course registration you will receive a complete toolbox of resources containing:

The Board Member Tool Kit
The Board Member Tool Kit Workbook
Community Association Leadership: A Guide for Volunteers
Managing & Governing: How Community Associations Function, by Clifford J. Treese
The Homeowner & the Community Association brochure
From Good to Great: Principles for Community Association Success brochure
You’ll refer to these valuable resources long after the course is finished.


To Earn the CAI Board Leader Certificate:

  • Complete the CAI Board Leader Certificate Course (also known as the Board Leader Development Workshop). 
  • Acknowledge that you have read and understand three key documents:
    ‚Äč1) Model Code of Ethics for Community Association Board Members
    2) Community Association Governance Guidelines
    3) Rights and Responsibilities for Better Communities

Recognition: Community leaders who complete the CAI Board Leader Certificate will receive a certificate of completion and recognition on the CAI website.

Class begins 8:30 am and goes until 5:00 pm
PLACE: Zoom meeting

Member Rate - $50 (or FREE to first time attending CAI-OC Members)

Non-Member and Late registration rate - $75 

Online registration available until Wednesday, August 19, 2020

Late Registration begins after Friday, August 7, 2020

CLICK HERE to download a registration form

Thank to our Sponsors 

CLTP Class Sponsors
ADCO Roofing, Inc. 
Associa-PCM, AAMC
Association Reserves- CA/Orange County 
Beaumont Tashjian 
Cardinal Property Management, AAMC
Fiore, Racobs & Powers, APLC 
Keystone, AAMC 
Optimum Professional Property Management, Inc. 
Prendiville Insurance Agency 
The Management Trust
Villa Park Landscape





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