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Budget and Reserves Class


Budgeting and Reserves – For Managers Only
Provider #0000811 | Course #9627696 | 1 HR Credit or 1 ELE Credit

Presented by Beth Lanham-Patrie, Esq. and Jonathan Levy, CPA

Gaylord Palms
6000 W. Osceola Parkway
Kissimmee, FL  34746

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March 22, 2019
10:00 a.m – 11:30 p.m.

Come join us and learn the steps it takes to create a successful budget and reserve plan. When creating a financial plan for your association there are many things to consider, such as “operating expenses.” In this course, you will learn how to create and maintain a proper budget and reserve plan.

Topics we will cover include:

Budget Planning
• Workshop meeting notice requirements
• Components of a budget
• Calculation of assessments

Adopting The Budget
• Boards vs. Members
• Statutory Requirements vs. Bylaw requirements
• 115% Rule/ Alternative budget
• Affidavit of mailing
• Meeting minutes

Reserve Requirements
• Straight Line Reserve Calculations
• Conversion of Straight Line to Cash Flow Reserves
• Use Of Reserve Funds For Other Purposes
• Transferring Money Between Reserve Account

9:30am

Coffee will be provided.
This class is complimentary, but seating is limited.

Registration is required.

Co-sponsored by: