Budgeting
March 18, 2026 @ 9:00 am - March 18, 2026 @ 11:00 am
Budgeting
Date/Time:
Day 1: 3/18/2026 9:00 AM – 11:00 AM
Day 2: 3/19/2026 9:00 AM – 11:00 AM
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.