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Lunch & Learn: Budgeting & Reserves

September 13, 2017 @ 12:00 PM - 1:00 PM

Free

Cancelled

Fuentes to Hurricane Irma, this class has been cancelled and will be rescheduled at a later date.

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

Presented by: Marilyn Perez-Martinez, Esq.

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 11:30 a.m.
This class is complimentary, but seating is limited.
Registration is Required.

Tickets are not available as this event has passed.

Details

Date:
September 13, 2017
Time:
12:00 PM - 1:00 PM
Cost:
Free
Event Categories:
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Event Tags:
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Website:
www.bplegal.com/events

Organizer

Leydis Hernandez
Phone:
305.262.4433
Email:
lhernandez@beckerlawyers.com
Website:
www.beckerlawyers.com

Venue

Becker Miami Office
121 Alhambra Plaza, 10th Floor
Miami, FL 33134 United States
+ Google Map
Phone:
305.260.1041
Website:
http://www.beckerlawyers.com