• 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 conflicts effectively.

  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:

Presenters

Amy Peterselli, Kaman & Cusimano

Matt Lowe, Kaman & Cusimano, LLC

Myles Philipp, Cantey Associates

Carissa Pezewski, CMCA, AMS, PCAM, MPC