This is a past event. Registration is closed. View other CAI Orange County Regional Chapter events.

Event Details

If you live in or manage a community association:

  • Do you know where your association's Reserve funds are invested?
  • Do you know if your association has a 5-year investing and expenditure plan?
  • Do you know if your association has an investment policy and follows it?


Join us April 12th to learn more about:

  • The need to invest Reserve funds.
  • The purpose and importance of investment policy statements.
  • FDIC Insured accounts versus U.S. Treasury Notes & T-Bills
  • Allowable or "most commonly used" investments.
  • Components of different investment types
  • Tips for finding the right financial consultant for your association.


This program was coordinated by: Madisen Glendenning of Behr Paint Company, Marla Miller of Niguel Shores Community Association, Sara Robertson of Park West & Sarah Roughan.


The education portion counts for 1 continuing education unit toward earning your PCAM designation and maintaining your CMCA certification and AMS designation. Visit www.caionline.org/education for details.

Registered attendees must check-in at registration and pick up their name badge to be awarded CEUs for this event.


By registering for and/or attending any CAI-OC event, I understand that publicity photographs and/or videos may be taken. I hereby give permission that photos and/or videos containing my likeness may be used. CAI-OC has a no-tolerance policy regarding suitcasing, please see the chapter website for more information about these policies.

Apr 12, 2023

11:00 AM - 1:30 PM (PDT)

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Hilton Orange County/Costa Mesa
Bristol Street 3050
Costa Mesa, California

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Speakers

  • Genae Affrunti (SVP/Investments, Sr. Financial Consultant at Comerica Securities, Inc.)

    Genae Affrunti

    SVP/Investments, Sr. Financial Consultant at Comerica Securities, Inc.

    Read Bio
  • Richard Williamson (Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association)

    Richard Williamson

    Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

    Read Bio

Documents

April Educational Luncheon Flyer.pdf

Tickets

CAVL/Homeowner Leader
Member Price $60
Standard Price $75
Community Manager
Member Price $65
Standard Price $80
Business Partner
Member Price $75
Standard Price $90

Become a Sponsor

Sponsorships available for purchase online at www.shopcaioc.org

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