Budgeting
July 7, 2026 @ 1:00 pm - July 7, 2026 @ 3:00 pm
Budgeting
Date/Time:
Day 1: 7/7/2026 1:00 PM – 3:00 PM
Day 2: 7/8/2026 1:00 PM – 3:00 PM
Venue: Zoom
Member Rate: $205
Non-Member Rate: $300
This interactive course builds upon the content presented in California Law Module II. Using real-life examples and hands-on activities, you will use reserve funding plans to analyze scenarios; budget for conversions and new construction; and develop a plan to assist your board in making fiscally responsible financial decisions.
LEARNING OUTCOMES
– Know how the board’s assessment powers impact budgeting;
– Enhance your understanding of the operating budgets;
– Differentiate budgets according to CID product type and size
– Become familiar with specific considerations when budgeting for new projects and conversions;
– Differentiate between, and calculate, fixed and variable assessments
– Budget for troublesome and frequently forgotten line item expenses; and
– Understand how construction defect litigation impacts a budget
Please note:
-This is not an introductory course. Prior completion of FIN200 is strongly recommended.