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.