07/29/2026 11:00 am - 07/29/2026 12:30 pm
Note: In order to receive CEU credit you must arrive on time and remain to the end. Be sure you perform your own singular registration process and arrive on webinar day with your own link provided for you after you register.
The webinar offers CEUs for:
- CAMS: Course #: 9632863; Two CEUs in IFM/OPP/ELE
- HOA Board Members: Two CEUs towards annual requirement
- Instructor: Kerstin Henze, Esq.| Provider # 5092
Co-hosted with Rizzetta & Company. We also welcome guest speakers, for financial insights, from First Service Financial.
A comprehensive view of the statutory requirements for financial operations and financial transparency. At the end of the course the students will be able to demonstrate (a) their obligations to maintain and allow access to financial records, (b) year-end financial reporting requirements, (c) restrictions against use of debit cards and criminal penalties for improper use, (d) requirements to furnish parcel owners with an accounting upon request, (e) budgeting and collection of assessments, (f) criminal penalties for kickbacks and other wrongful acts, and (g) conflict disclosures.