Meeting/Event Information

    M-206: Financial Management

    May 07, 2020 9:00 AM to May 08, 2020 5:00 PM
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    Embassy Suites by Hilton
    13131 North Central Expressway
    Dallas, TX 75243


    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 digital access to bonus readings and materials, you will receive:
         • CAI Guide for Association Practitioners: The Board Treasurer

    Course Length

    2 days | 9:00 AM - 5:00 PM both days
    Students have 30 days from the live course to complete an online, multiple-choice examination.


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


    Click Here To Register Now!