Reserve Studies & Reserve Funding

Trends and Strategies

An overview of trends in reserve fund studies and suggested strategies to ensure the study is effectively implemented and utilized.



Thursday, May 6, 2021

1:00 pm - 2:30 pm


CAI Members   $25   

Non-Members  $45



The following 2 sessions will run concurrently from 1:00 pm - 2:30 pm*

*All sessions will be recorded and available following the webinar.


Trends in Reserve Fund Studies & Transition Studies

1:00 pm - 2:30 pm*

If you think you know what a reserve study or transition study is, you may be wrong - many of today’s studies are not nearly the same as they were 5 or 10 years ago. It’s time to revisit these important services.

Association boards are becoming more engaged in the governance of their association.  Expectations are
changing - the dynamics of boards are changing.  The program will draw on the speakers more than 25 years' experience working with boards and community managers of all types of associations throughout New England, from downtown high rises to communities with an amenity complex and single family homes.

Implementing & Utilizing your Reserve Study

1:00 pm - 2:30 pm*

Presenters will walk through the steps to successfully navigate the distribution, review, and implementation of a professional
reserve study. 


Additionally, they will identify ways to apply a reserve study beyond the facilitation of the annual budgeting process.  Learn how to effectively utilize your reserve study for years to come.


CAI Members   $25   

Non-Members  $45


Register Online


Information & Questions



Sponsorship Information

Sponsorship Information