Presented Live February 2026

Part 1: Governing Documents and Roles & Responsibilities

Part 2: Fundamentals of Financial Management

Part 3: Communications, Meetings, Volunteers & Professional Advisors

Part 4: Association Rules and Conflict Resolution, Legal Remedies

 

 

*CAI Members $99 | Non-Members $179

 

PURCHASE THE FULL SERIES RECORDINGS*  

 

OR SCROLL DOWN TO PURCHASE EACH MODULE SEPARATELY  

CAI Members $35 per module / Non-Members $60 per module

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

 

Workshop Modules

Part 1: 
Governing Documents and Roles & Responsibilities          PURCHASE RECORDING

Presented Live: Wednesday, 2/4/26 from 1:00 pm - 2:30 pm

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.

 

 Presented By:

 Ryan Severance, Esq.,

 Mirrione Shaughnessy & Uitti, LLC

 

 

Part 2: 
Fundamentals of Financial Management                                PURCHASE RECORDING 

Presented Live: Wednesday, 2/11/26 from 1:00 pm - 2:30 pm      

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.

 

 Presented By:

 Ken Bloom, CPA,

 Bloom Cohen Hayes, LLC

 

                     

 

Part 3: 
Communications, Meetings, Volunteers and Advisors         PURCHASE RECORDING 

Presented Live: Wednesday, 2/18/26 from 1:00 pm - 2:30 pm                       

  • Part 3 will show you how to maximize volunteer involvement in your community, improve board communications, conduct effective meetings and build 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.

 Presented By:

 Jared McNabb, CMCA, PCAM,

 EchelonSeaport

 

 

 

Part 4: 
Association Rules, Conflict Resolution, Legal Remedies     PURCHASE RECORDING 

  • Presented Live: Wednesday, 2/25/26 from 1:00 pm - 2:30 pm ET  

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

  Presented By:

  Amy Collins, Esq.,

  Perkins & Anctil, PC