Board Training Workshop

4-Part Webinar Series - Fall 2023

Learn How to be a More Effective Condominium Board

 Part 1: Governing Documents and Roles & Responsibilities  (October 25th)

Part 2: Fundamentals of Financial Management  (November 1st)

Part 3: Communications, Meetings, Volunteers & Professional Advisors  (November 8th)

Part 4: Association Rules and Conflict Resolution  (November 15th)

The Board Training Workshop teaches you how to interpret governing documents, communicate with association residents, hire qualified managers and service providers, develop enforceable rules and more.

Registration Fees:

Webinar Series (All 4 Modules)  CAI Members $69 / Non-Members $149    OR   Each Module Separately   CAI Members $25 per module / Non-Members $50 per module

Workshop Modules

The webinar workshop will be presented in 4 parts.


PURCHASE ALL 4 MODULES*  CAI Members $69 | Non-Members $149


Have an Event Code? Register Here


*All modules are recorded and available following the live presentation.



CAI Members $25 per module / Non-Members $50 per module


Part 1: October 25th          More Information   

Governing Documents and Roles & Responsibilities

Heather Gamache, Esq. | Moriarty Bielan & Malloy LLC




To start you on the right path, part 1 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: November 1st     More Information

Fundamentals of Financial Management

Sean Jordan CMCA, AMS | FirstService Residential


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: November 8th      More Information

Communications, Meetings, Volunteers & Professional Advisors

Jared McNabb, CMCA, PCAM | EchelonSeaport



  • 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.


  • Part 4: November 15th      More Information
  • Association Rules and Conflict Resolution 

  • Rebecca Shiland, Esq. | Jensen Baird



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

Webinar Series (All 4 Modules)  CAI Members $69 / Non-Members $149

Each Module Separately   CAI Members $25 per module / Non-Members $50 per module


Please note our cancelation policy*
*Cancelation of the webinar series registration by October 11th may be refunded less a $15 cancelation fee.  No refunds of the series registration fee after October 11, 2023.


More Information & Questions




Sponsorship opportunities available    

Presenting Sponsors


 Webinar Sponsor

Moriarty Bielan & Malloy LLC


Sponsorship Opportunities