PMDP M-206: Financial Management

Thursday, August 22, 2019 - Friday, August 23, 2019
08:30 AM - 05:00 PM

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

Course Materials

In addition to a participant guide and a flash drive with bonus readings and materials, you will receive:
CAI Guide for Association Practitioners: The Board Treasurer

Course Length
2 days | 8:30 a.m. - 5:00 p.m. both days
A multiple choice examination is given at the end of the class.

CAI member: $459 | Nonmember: $559 Join Now!

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