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August 2, 2023 @ 1:00 pm - August 2, 2023 @ 3:00 pm




Day 1: 8/2/2023 1:00 PM – 3:00 PM

Day 2: 8/9/2023  1:00 PM – 3:00 PM

Venue: Zoom

Member Rate: $185

Non-Member Rate: $280


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.



– 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.


Register Now


August 2 2023
1:00 pm - 3:00 pm