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Budgeting & Reserves with Florida Community Bank

August 15 @ 10:00 AM - 11:00 AM

Free

Budgeting & Reserves
Provider #0000811, Course #9627565, 1 OPP/ELE

Presented by: Ken Direktor, Esq.
Co-sponsored by Florida Community Bank
Guest Speaker: Kathleen Karpovich

Come join us and learn the steps it takes to create a successful budget and reserve plan. When creating a financial plan for your association there are many things to consider, such as “operating expenses.” In this course, you will learn how to create and maintain a proper budget & reserve plan.

Topics we will cover include:

Budget Planning
• Workshop meeting notice requirements
• Components of a budget
• Calculation of assessments

Adopting The Budget
• Boards vs. Members
• Statutory Requirements vs. Bylaw requirements
• 115% Rule/ Alternative budget
• Affidavit of mailing
• Meeting minutes

Reserve Requirements
• Straight Line Reserve Calculations
• Conversion of Straight Line to Cash Flow Reserves
• Use Of Reserve Funds For Other Purposes
• Transferring Money Between Reserve Account

sign-in at 9:30 a.m.
This class is complimentary, but seating is limited.
Registration is Required.

Details

Date:
August 15
Time:
10:00 AM - 11:00 AM
Cost:
Free
Event Categories:
,
Event Tags:
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Website:
http://www.becker-poliakoff.com/5267

Organizer

Tanisha White
Phone:
954.987.7550
Email:
twhite@bplegal.com

Venue

Becker & Poliakoff Fort Lauderdale Office
1 East Broward Blvd.
Fort Lauderdale, FL 33301 United States
+ Google Map
Phone:
954-985-7550
Tickets are not available as this event has passed.