Events

M-206: Financial Management – Virtual Live Edition

Learn how to best manage your association’s money.

community association manager calculating budget

Event
Information

Live Webinar
12:00 PM - 3:00 PM
Thu, August 05 - Fri, August 06

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

Registration & Information

Get to Know Our Partners

Diamond Partners
Wintrust Community Advantage branding

We were made to serve community associations. For more than a decade, we’ve been committed to helping associations reach their financial goals with an unmatched level of service.

Diamond Partners
Itasca Bask & Trust Co branding

Our team of professionals has provided fiduciary and investment management services for over 40 years. We can help with personal trusts, Investment management, estate settlements, guardianships and more

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