2027 DATES FOR LIVE WEBINARS COMING SOON!

The following webinars were presented Live in September/October 2026

RECORDINGS AVAILABLE (SEE BELOW)

Part 1: Governing Documents and Roles & Responsibilities (9.9.2026)

Part 2: Fundamentals of Financial Management (9.16.2026)

Part 3: Communications, Meetings, Volunteers & Professional Advisors (9.23.2026)

Part 4: Association Rules and Conflict Resolution, Legal Remedies (9.30.2026)

Part 5: Association Reserves and Funding Strategies (10.7.2026)

 

 

The Board Leader Webinar Series teaches you how to interpret governing documents;

communicate with association residents; hire qualified managers and service providers; 

develop enforceable rules; and understand budgeting, reserves and funding strategies. 

Workshop Modules

Part 1: 
Governing Documents and Roles & Responsibilities          Recording Available

Presented Live: Wednesday, 9/9/26

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.

 

Gary Daddario, Esq., CCAL

Lexie Hulick, Esq.

Justin Magsarili, Esq.

Part 2: 
Fundamentals of Financial Management                               Recording Available

Presented Live: Wednesday, 9/16/26      

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.

 

 Sean Jordan, CMCA, AMS

 

 

                     

 

Part 3: 
Communications, Meetings, Volunteers and Advisors        Recording Available

Presented Live: Wednesday, 9/23/26                      

  • 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.

 Jared McNabb, CMCA, PCAM

 

 

 

 

 

 

Part 4: 
Association Rules, Conflict Resolution, Legal Remedies     Recording Available

  • Presented Live: Wednesday, 9/30/26

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

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  • Lisa Lam, Esq.

    Sarah Bierman, Esq.

     

     

Part 5:
Association Reserves and Funding Strategies                      Recording Available

  • Presented Live: Wednesday, 10/7/26  

  • Part 5 will help boards gain a clear understanding of the relationship between reserve studies, reserve funding, and budgeting, and learn how reserve decisions directly impact governance, financial stability, and risk management.

  Jared Coggins, CMCA, AMS

  

 

 

 

 

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Questions & More Information