Castle Group

Important 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.

HOA Financial Literacy and Transparency: This webinar offers CEUs for CAMS and HOA Board Members.

• • For CAMS: Course #: 9634354; Two CEUs in EH2-HOA
  • For HOA Board Members: Two CEUs towards annual requirement
  • Instructor: Danielle M. Brennan, Esq. BCS | KBR Provider # 5092
  • Hosted by The Castle Group.

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.

Important 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.

HOA Meetings, Notice Requirements, Meeting Participation & Elections: This webinar offers CEUs for CAMS and HOA Board Members.

• • For CAMS: Course #: 9634356; Two CEUs in EH2-HOA
  • For HOA Board Members: Two CEUs towards annual requirement
  • Instructor: Benjamin L. Heydlauff, Esq. | KBR Provider # 5092
  • Hosted by The Castle Group.

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.