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 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.


HOA U - Investing for the Future of Your Association is approved for 1.5 CEUs by Community Association Managers international Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification. www.camicb.org

May 22, 2024

6:00 PM - 7:30 PM (PDT)

Speakers

  • Genae Affrunti (SVP/Investments, Sr. Financial Consultant at Capital Reserve Group - Comerica Financial Advisors)

    Genae Affrunti

    SVP/Investments, Sr. Financial Consultant at Capital Reserve Group - Comerica Financial Advisors

    Read Bio
  • Richard Williamson (Treasurer | Secretary at San Lorenzo & Stadium Lofts Community Associations)

    Richard Williamson

    Treasurer | Secretary at San Lorenzo & Stadium Lofts Community Associations

    Read Bio

Documents

HOA U Investing for the Future of Your Association 2024 Flyer.pdf

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Attendee Ticket
Member Price Complimentary
Standard Price $25

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