1200 Park Central Blvd. South, Pompano Beach, FL 33064
9121 North Military Trail, Suite 200, Palm Beach Gardens, FL 33410
855 E SR 434., Suite 2209, Winter Springs (Orlando area), FL 32708
1211 North Westshore Blvd., Suite 409 Tampa, FL 33607
Offices in Miami-Dade (by appointment)
Reach any office: 800.974.0680

1200 Park Central Blvd. S., Pompano Bch, FL 33064
9121 N. Military Trail, Ste. 200, Palm Bch Gdns, FL 33410
855 E SR 434., Suite 2209, Winter Springs (Orlando area), FL 32708
1211 N. Westshore Blvd., Ste. 409, Tampa, FL 33607
Offices in Miami-Dade (by appointment)
Reach any office: 800.974.0680

The Screening Process: How to Develop Procedures & Train Your Committee

Hosted by Vesta Property Services, with the course presented by Andrew B. Black, Esq., BCS of Kaye Bender Rembaum – Register HERE

Course Number 9630149  |  One CE in HR
Associations often fail to have clearly defined procedures for handling transfer (sale/lease) approvals, leading to liability exposure, not only for the corporation, but also for individual board members and Community Association Managers (CAMs). Participants in this course will learn how to create and adopt transfer approval procedures, what should be included on the transfer approval application, how to comply with local government ordinances, how to comply with Fair Credit Reporting Act requirements and how to train screening committee members, board members and staff to conduct the transfer approval process and interview.

Related upcoming events

  • 01/09/2025 11:00 am - 01/09/2025 2:00 pm

    HOA Board Member Certification - Read before continuing:

    • Note 1: The DBPR Division of Florida Condominiums, Timeshares & Mobile Homes requires that all Board Members who attend must conduct their own webinar registration and, on the day of the webinar, log in/join in on their own, with their own unique link (or phone in information) provided by Zoom. This must take place even if you watch with other people. This assures you will appear on the attendance sheet, providing proof of attendance.
    • Note 2: This is a course for Board Members of an HOA (Homeowners' Association). If you are a Board Member for a Condominium or a Cooperative, this class will NOT satisfy your state requirement.

    Join  Kerstin Henze, Esq. from Kaye Bender Rembaum and Courtney Buchan from GRS Community Mgmt for this HOA Board Certification Course. This course satisfies the new certification requirements from legislation that went into effect on July 1, 2024. HOA Board Members will receive a comprehensive education of the statutory requirements and responsibilities that each volunteer must know to more effectively serve on the Board of Directors of a Homeowners' Association.

  • 01/16/2025 12:00 pm - 01/16/2025 4:00 pm

    Note 1: The DBPR Division of Florida Condominiums, Timeshares & Mobile Homes requires that all Board Members who attend must conduct their own webinar registration and, on the day of the webinar, log in/join in on their own, with their own unique link (or phone in information) provided by Zoom. This must take place even if you watch with other people. This assures you will appear on the attendance sheet, providing proof of attendance.

    Note 2: This is a course for Board Members of a Condominium Association. If you are a Board Member for a Homeowners' (HOA) or a Cooperative, this class will NOT satisfy your state requirement.

    Instructors: Kerstin Henze, Esq. and Emily E. Gannon, Esq.

    Managers and board members will receive a comprehensive education of the statutory requirements and responsibilities that each volunteer must know to more effectively serve on the Board of Directors of a Condominium Association.

    Students will be able to demonstrate their familiarity with the responsibilities of being an effective Director for their Condominium Association including a better understanding of: (a) milestone inspection requirements; (b) structural integrity reserve study requirements; (c) elections; (d) record keeping; (e) financial literacy and transparency; (f) levying of fines; (g) notice and meeting requirements; (h) conflicts of interest; and (i) insurance requirements.

  • 02/06/2025 12:00 pm - 02/06/2025 4:00 pm

    Note 1: The DBPR Division of Florida Condominiums, Timeshares & Mobile Homes requires that all Board Members who attend must conduct their own webinar registration and, on the day of the webinar, log in/join in on their own, with their own unique link (or phone in information) provided by Zoom. This must take place even if you watch with other people. This assures you will appear on the attendance sheet, providing proof of attendance.

    Note 2: This is a course for Board Members of a Condominium Association. If you are a Board Member for a Homeowners' (HOA) or a Cooperative, this class will NOT satisfy your state requirement.

    Instructors: Kerstin Henze, Esq. and Danielle M. Brennan, Esq. BCS

    Managers and board members will receive a comprehensive education of the statutory requirements and responsibilities that each volunteer must know to more effectively serve on the Board of Directors of a Condominium Association.

    Students will be able to demonstrate their familiarity with the responsibilities of being an effective Director for their Condominium Association including a better understanding of: (a) milestone inspection requirements; (b) structural integrity reserve study requirements; (c) elections; (d) record keeping; (e) financial literacy and transparency; (f) levying of fines; (g) notice and meeting requirements; (h) conflicts of interest; and (i) insurance requirements.

  • 03/12/2025 9:00 am - 03/12/2025 1:00 pm

    Note before continuing: The DBPR Division of Florida Condominiums, Timeshares & Mobile Homes requires that all Board Members who attend must conduct their own webinar registration and, on the day of the webinar, log in/join in on their own, with their own unique link (or phone in information) provided by Zoom. This must take place even if you watch with other people. This assures you will appear on the attendance sheet, providing proof of attendance.

    Join Campbell Property Management and attorneys Kerstin Henze and Alan Schwartzseid from Kaye Bender Rembaum for this Condo Board Certification Course.

    This NEW condo board certification course satisfies the educational requirements of the new legislation which went into effect on July 1, 2024. The new legislation states that, “Condominium association board members must take a 4-hour board member certification course with certain subjects mandated within 90-days after being elected or appointed to the board.” This course fulfills this requirement.

    Managers and board members will receive a comprehensive education of the statutory requirements and responsibilities that each volunteer must know to more effectively serve on the Board of Directors of a Condominium Association. Students will be able to demonstrate their familiarity with the responsibilities of being an effective Director for their Condominium Association including a better understanding of: (a) milestone inspection requirements; (b) structural integrity reserve study requirements; (c) elections; (d) record keeping; (e) financial literacy and transparency; (f) levying of fines; (g) notice and meeting requirements; (h) conflicts of interest; and (i) insurance requirements.

    • 4-Hour Condominium Board Member Certification
    • Course #: 9632795 | Provider #: 0005092. For CAMS, 4 CE’s available in either IFM, OPP, HR or ELE
    • Fulfillment for new Condo Board Member requirement
  • 03/19/2025 5:00 pm - 03/19/2025 8:00 pm

    HOA Board Member Certification - Read before continuing:

    • Note 1: The DBPR Division of Florida Condominiums, Timeshares & Mobile Homes requires that all Board Members who attend must conduct their own webinar registration and, on the day of the webinar, log in/join in on their own, with their own unique link (or phone in information) provided by Zoom. This must take place even if you watch with other people. This assures you will appear on the attendance sheet, providing proof of attendance.
    • Note 2: This is a course for Board Members of an HOA (Homeowners' Association). If you are a Board Member for a Condominium or a Cooperative, this class will NOT satisfy your state requirement.

    Join Campbell Property Management and  Emily E. Gannon, Esq. from Kaye Bender Rembaum and Access Management for this HOA Board Certification Course. This course satisfies the new certification requirements from legislation that went into effect on July 1, 2024. HOA Board Members will receive a comprehensive education of the statutory requirements and responsibilities that each volunteer must know to more effectively serve on the Board of Directors of a Homeowners' Association.