CAI Board Leader Certificate Course

South Carolina CAI
Hudson Valley CAI

A effective board is the association’s greatest asset. The CAI Board Leader Certificate Course teaches you how to communicate with association residents, hire qualified managers and business partners, develop enforceable rules, interpret governing documents, and more. It provides a comprehensive look at the roles and responsibilities of community association leaders and conveys information to help create and maintain the kind of community people want to call home.

Community association board members and volunteer leaders step up to take on positions of service and responsibility. They’re expected to anticipate issues, solve problems, meet the expectations of their residents, and protect property values.

The course will teach you how to become a more successful board member and how you can recruit and support new volunteers. You’ll learn the role of the board, the president and other leadership positions, and you’ll identify effective ways to work with professional managers and business partners.

The course consists of five modules:

10:20 – 11:00 AM
Module 1: Governing Documents and Roles & Responsibilities

To start you on the right path, understand the legal authority for your association. Learn the duties and responsibilities of each board member and the professionals who are available to assist the board.

Types of governing documents in the order of their authority
Four main functions of community association boards
Liability issues / protection for board members
Roles & responsibilities of each officer
Types of committees and their roles
Role & responsibilities of a professional manager
Guidance from other professional partners
…plus more

11:10 – 11:50 AM
Module 2: Communications, Meetings, and Volunteerism

Learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit.

Four factors for assessing your communication effectiveness as a leader
Requirements and effective practices in preparing for meetings, conducting meetings and holding elections
Three ways to build volunteerism and examples of each
…plus more

12:00 – 12:40 AM
Module 3: Fundamentals of Financial Management

The fundamentals of association financial management, including guidelines for protecting your association’s assets, preparing a budget, planning for the future and collecting assessments.

Effective practices for protecting assets
Effective practices for preparing a budget
Effective practices for conducting and implementing a reserve study
Criteria for an effective assessment collection policy
Legal remedies available to community associations for collecting delinquent assessments
Appropriate responses to an owner filing for bankruptcy
…and more

12:50 – 1:30 PM
Module 4: Professional Advisors and Service Providers

Because putting together the right team to support your association can be challenging, the panel provides practical tips on finding, evaluating and hiring qualified professional advisors and service providers.

Effective practices for selecting people and companies for professional advisors and service providers
Guidelines before extending an offer or accepting a bid
…and more

1:40 – 2:20 PM
Module 5: Association Rules and Conflict Resolution

Guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.

Six criteria to determine whether a rule is valid
The procedure for developing association rules
Basic steps for enforcing association rules
Procedures and guidelines for conducting hearings
Alternative methods for resolving conflict without going to court
…and more

GAMES & PRIZES during breaks.

Feel free to watch the entire session or just part (unless you want the certificate)

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If you want to receive the certificate:

– Must attend all sessions
– Will require a short survey online
– There is a $15 charge from CAMICB (we have sponsors who will cover this charge as a courtesy*)

There are other benefits of getting the certificate*:

– The course includes a toolbox of support materials:
– The Board Member Toolkit, a best-selling book from CAI Press
– The Board Member Toolkit Workbook
– Brochures and publications, such as The Homeowner & The Community Association
– A copy of CAI’s award-winning Common Ground magazine

In addition to a toolbox of support materials, each student receives a certificate of completion and recognition on the CAI website.

* Subject to change. Free certificate only available for CAI members.