Investing Association Reserves

Maximize Return & Minimize Risk 

A webinar for association board members, owners and professional managers.


     Presented Live Thursday, March 2, 2023

     1:00 pm - 2:00 pm


     CAI Members     $25

     Non-Members    $50


    Purchase Recording

Strategies for Investing Reserves

Board members have questions about investing association reserve funds to maximize return.  Find out what investment options are available for reserve funds and understand their risk.  Investment strategies, board investment policy statements and best practices will be discussed and resources will be made available. 


Speakers will focus on important investing issues including:

     Preserving Principal

     Maximizing Return

     Minimizing Risk

     Aligning Investments with Capital Replacement Needs and Plan


Purchase Recording


Please note our cancelation policy:

Registrations canceled up to 2 weeks prior to program date may be refunded less a $25 cancelation fee.  No refunds will be issued for cancelations within 2 weeks of program date. 

Speaker Panel

     Kenneth A. Bloom, CPA

     Bloom Cohen Hayes, LLC



     Paul Huijing

     Advanced Reserve Solutions




    Ken Martin

    National Cooperative Bank



     Michael Pennisi

     FirstService Financial



Thanks to our Webinar Sponsors

 Presenting Sponsors






 Webinar Sponsor

Moriarty Bielan & Malloy LLC* previously known as Moriarty Troyer & Malloy LLC. Updated as of 8/1/2023.