Navigating Next Steps After the Report
Wednesday, September 18, 2024 | 2 – 5 pm
Chateau Louis Hotel & Conference Centre
Boards and condominium management companies often struggle with determining the most effective next steps after finalizing their Reserve Fund Study (RFS) report.
This afternoon seminar features a panel of experts from various fields within the condo community who will discuss proper accounting for expenditures, legislative requirements, preventive maintenance benefits, planning projects over the next five years, and identifying red flags in document reviews.
Our panel of experts will share their unique perspectives on essential next steps, effective processes, and strategic planning for future management.
What Attendees Can Expect:
Attendees will learn what actions to take next, ensuring their reserve fund reports lead to effective and actionable outcomes.
- Understand the legal requirements involved in managing reserve funds.
- Discuss how to develop and implement a 5-Year Plan and annual report (templates for each will be made available).
- Gain a better understanding of actionable steps following a Reserve Fund Study report (a checklist will be provided).
- Discover best practices for capital project planning.
- Determine what preventative maintenance practices can be incorporated within your condo (a template for walk around will be made available).
- Acquire practical tips for financial management of the reserve fund vs. operating fund.
- Discuss condo document reviews and how these can affect your condo and what is pertinent to provide for best results.
Submit Your Questions:
Registered participants are welcome to submit questions in advance for the various panellists to discuss at the event.
Email Questions to: education@ccinorthalberta.com
Session Format:
This is an afternoon session – you can expect light refreshments (coffee/tea/juice) and snacks.
The seminar begins with a panel discussion, where panelists will offer their unique perspective on managing reserve funds post-report – including essential next steps, processes, and planning future work.
Following the panel discussion, attendees have the opportunity to engage in 15 minute breakout, round table discussions with each of the panelists. These table discussions will allow for deeper dives into specific topics, where attendees can spend time asking questions and gaining tailored advice directly from the presenters.
Beyond the Reserve Fund
Navigating Next Steps After the Report
Boards and condominium management companies often struggle with determining the most effective next steps after finalizing their Reserve Fund Study (RFS) report.
This afternoon seminar features a panel of experts from various fields within the condo community who will discuss proper accounting for expenditures, legislative requirements, preventive maintenance benefits, planning projects over the next five years, and identifying red flags in document reviews.
Our panel of experts will share their unique perspectives on essential next steps, effective processes, and strategic planning for future management.