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

HOA Financial Literacy and Transparency | HOA CEU | webinar

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.

Online Education Extravaganza – 4 CEs for CAMS & HOA Boards

Note: In order to receive CEU credit you must arrive on time for each course choice and remain to the end. For each of the webinars below TWO CEUs will be issued for CAMS and for HOA Board Members. Provider # 5092.

This is co-hosted with Lang Management.

You must register separately for each webinar you plan to attend, using the links below. In addition, each person who plans to attend MUST register and attend with THEIR OWN links provided for them after registering. Keep tabs on Spam and Junk folders, etc for confirmations sent after registering.

10:00am-12:00pm EST: HOA Financial Literacy & Transparency (with Danielle M. Brennan, Esq. BCS) | IFM/OPP/ELE CE for CAMS | 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.

Register for 10am HERE


 

 

2:00pm-4:00pm EST: HOA Meetings, Notice Requirements, Meeting Participation & Elections (with Peter C. Mollengarden, Esq. BCS) | HR/IFM/ELE CE for CAMS | This course will cover the types of meetings held by Homeowners’ Associations such as meetings of the board of directors, membership meetings (including the annual meeting) and special meetings, explaining notice requirements for each type of meeting and member participation rights, member rights to petition for a special meeting, and voting thresholds/timelines for various actions.

Register for 2:00pm HERE

Sarasota CEU Luncheon | HOA Financial Literacy & Transparency

While board members from all community associations (including condominiums, cooperatives and HOAs) are welcome to register and attend, CEUs will only be available for:

    • Licensed CAMS: Course 9632862 | 2 CEUs in IFM, OPP or ELE | Provider # 5092.
    • HOA Board Members: Two CEUs towards your annual requirement

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. Course to be led by Kerstin Henze, Esq. (Kaye Bender Rembaum, P.L. Tampa location).

Registration begins at 8:30am and the program (and breakfast) runs from 9am to 10:30am.

Thanks to event sponsors EZ Mulch and Atlas Insurance.

HOA Financial Literacy and Transparency | webinar

    • For CAMS: Course #: 9630142 | Two IFM or OPP or ELE CEUs
    • For HOA Board Members: Two CEUs towards your annual requirement
    • Instructor: Kerstin Henze, Esq.

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.

Complimentary enrollment HERE.

HOA Financial Literacy and Transparency | webinar

    • For CAMS: Course #: 9630142 | Two IFM or OPP or ELE CEUs
    • For HOA Board Members: Two CEUs towards your annual requirement
    • Instructor: Kerstin Henze, Esq.

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.

Complimentary enrollment HERE.