Board Leader Development Workshop

Webinar Series

Essential Training for Volunteer Board Members

Part 1: Governing Documents and Roles & Responsibilities

Part 2: Fundamentals of Financial Management 

Part 3: Communications, Meetings, Volunteers and Professional Advisors 

  • Part 4: Association Rules and Conflict Resolution 

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The CAI Board Leader Development Workshop teaches you how to interpret governing documents, communicate with association residents,

hire qualified managers and service providers, develop enforceable rules and more.

Completion of the Board Leader Development Workshop Series (Parts 1 thru 4) is the first step in earning the CAI Board Leader Certificate.

Workshop Modules

The webinar workshop is presented in 4 parts:

 

Part 1:    

Governing Documents and Roles & Responsibilities

To start you on the right path, part1 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.

 

Part 2:     

Fundamentals of Financial Management

Part 2 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.

 

Part 3: 

Communications, Meetings, Volunteers and Professional Advisors

  • Part 3 helps you learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit.  And because putting together the right team to support your association can be challenging, Part 3 will also provide practical tips on finding, evaluating and hiring qualified professional advisors and service providers.

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  • Part 4: 

  • Association Rules and Conflict Resolution 

  • Part 4 explores guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.