Board Education

Cardinal Builds Strong Communities One Board at a Time

At Cardinal we believe that a quality community starts with an effective board. Knowledgeable association boards are the backbone of successful, thriving communities. Throughout the year, we host courses free of charge at our office to assist you in carrying out your duties as a volunteer director and support the CLTP courses offered by CAI-OCRCs Education Committee.

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Auditor Insights: Tips From a Pro

Date & Time: Thursday, July 29, 2021 from 6:00 pm to 8:00 pm

Location: Via Zoom Conference (Information to be Provided After Registration)

Topics Include: Tips and insights to help you quickly spot the important numbers in the monthly financial reports to save you time and save your association money when working with an accounting professional. Also learn how to make wise financial and record-keeping decisions throughout the year.

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Board Member Bootcamp: Training for New Recruits

On Demand Webinar – Link to recorded webinar and password provided after registration

Topics Include: Nature of Community Associations/Corporate Status, Understanding Your Role as a Director & Committee Member, Fiduciary Duty, Enforcement of Governing Documents, Compliance With Applicable Statutes, Preparing For and Attending Board Meetings

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Understanding tools of the Trade: Navigating & Using the Board Portal Training Workshop

Date & Time: Thursday, April 29, 2021 from 6:00 pm to 8:00 pm

Location: Via Zoom Conference (Information to be Provided After Registration)

Topics Include: Review of Board portal to include general navigation and document access, invoice review and approval, ARC review and approvals, running reports and viewing bank balances.

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