Creating HOA Boards That Work
If you live in a condominium, homeowners association, or housing cooperative, you know how important it is to have an effective governing board of directors. The CAI Board Leader Certificate Program is designed to provide a foundation for effective community association board leadership. Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.
To Earn the CAI Board Leader Certificate via this local offering:
1) Register for and attend the virtual course offered by our chapter.
2) Once you have participated in the chapter's virtual program: register for the virtual Board Leader Certificate Course via CAI HQ (a link will be provided after local course attendance). There is no fee to the full, online HQ course, once you’ve participated in the chapter program.
3) Acknowledge that you have read and understand the following three documents (included within the program):
- Model Code of Ethics for Community Association Board Members
- Community Association Governance Guidelines
- Rights and Responsibilities for Better Communities
> You will be able to download your certificate once you complete this step and exit the portal.
> You will also have access to the portal for 120 days, feel free to review any of the modules for more additional information.
Highlights of Rocky Mountain Chapter Program
Community association board members and volunteer leaders step up to take on positions of service and responsibility. They’re expected to anticipate issues, solve problems, meet the expectations of their residents and protect property values.
The workshop will teach you how to become a more successful board member and how you can recruit and support new volunteers. You’ll learn the role of the board, the president and other leadership positions, and you’ll identify effective ways to work with professional managers and service providers.
We will go over Colorado specific law as it applies to each module.
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Governing Documents and Roles & Responsibilities. To start you on the right path, Module 1 helps you understand the legal authority for your association. It also clarifies the duties and responsibilities of each board member and the professionals who are available to assist the board.
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Communications, Meetings and Volunteerism. Module 2 helps you learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit.
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Fundamentals of Financial Management. Module 3 introduces the fundamentals of association financial management, including guidelines for protecting your association’s assets, preparing a budget, planning for the future and collecting assessments.
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Professional Advisors and Service Providers. Because putting together the right team to support your association can be challenging, Module 4 provides practical tips on finding, evaluating and hiring qualified professional advisors and service providers.
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Association Rules and Conflict Resolution. Module 5 explores guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.
Timeline:
8:30am - 9:15am Management BOD 101
9:30am - 10:15 Effective Boards
10:30am - 11am Service
11:15am - 12pm Insurance
12pm - 12:30pm Break
12:30pm - 1:15pm Financials
1:30pm - 3:30pm Legal
Speakers:
Tabitha Barile - Hammersmith/RealManage
Jordan Kincaid - EWUM
April May - DCPS
Pat Wilderotter - CCIG
Evelyn Savedra - ASR
David Graf - Moeller Graf, P.C.
David Firmin - Altitude Community Law P.C.
A special thank you to our sponsors who value and promote homeowner leader education:


