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Lunch & Learn: Budgeting & Reserves

August 9, 2017 @ 12:00 PM - 1:00 PM

Free

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 Accounts

Sign-in begins 11:30 a.m.
Lunch will be provided.
This class is complimentary, but seating is limited.
Registration is required.

Who's Attending

55 people are attending Lunch & Learn: Budgeting & Reserves

  • Anayansi Robles
  • Cristina Jimenez
  • Taimary Santana
  • Natalie
  • Ana Gonzalez
  • Marina Arbulu
  • Christopher
  • Nikki James
  • Beatriz Cosculluela
  • Herbert A Klukas
  • Bertha Cabrera
  • Susan lupien
  • Jorge Pola
  • Araceli Cardet
  • Miriam Noa
  • Itai Benosh
  • Isael Aponte
  • Jeremy Renner
  • Amir El Yordi
  • Maria Bueno
  • Yvonne Soler Mckinley
  • Jose M Fuster
  • ERNESTO BUSTAMANTE
  • Nirmala Lurvey
  • Ana Davalos
  • Angela Panzardi
  • Martha L Hester
  • Liz Carnot
  • Regina Goldfein
  • Saul Abusiewiez
  • Silvia Moran
  • Tony rodriguez
  • Sonja Larsen
  • Mercedes de los Rios
  • FRED SUAREZ
  • Veronica Nowell
  • Cary Wahlenberg
  • Riolama Plessett
  • Hal Spector
  • Nicolette Soucy
  • Shannon Loizzo
  • Carlos Berrios
  • Lilliam Romero
  • Luis Romero
  • Martha Rock
  • Maria Cristina Diaz
  • Maria Julia Garcia-Caron
  • Flavia Walsh
  • Karen Chatoo
  • Angela Burgess
  • Load all attendees
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Details

Date:
August 9, 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