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Condo Inc. - (Education for Homeowners & Board Members)
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Condo Inc. - (Education for Homeowners & Board Members)

The Business of Running your Community Rates $50 - CAI Members $100 - Non-Members Do you serve on the board of your association? Are you considering serving? Whether you are a seasoned board member, a recently elected board member or unit owner wanting to understand more about how an association runs, this is course it for you!

When: Saturday, Sept 14, 2019
8:30am - 3:00pm
Where: Farmington Community & Senior Center
321 New Britain Avenue
Unionville, Connecticut  06085
United States
Contact: Ellen Felix

Online registration is closed.
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Michael Feldman, Esq., & Kasey Procko Burchman, Esq., Feldman, Perlstein & Greene, LLC - HANDOUT

Rich Bouvier, CIRMS, EBP - HANDOUT

Joe Rodgers, CPA - HANDOUT

Pam Bowman, EBP - HANDOUT




Download Mail-in Registration (PDF)



$50 - CAI Members

$100 - All Others


Sponsorships are available for this event.  Please contact for details and pricing.

Condo Inc. 

The Business of Running Your Community


Do you serve on the board of your association?   Are you considering serving?   Whether you are a seasoned board member, a recently elected  board member or unit owner seeking to understand more about how an association runs, this course is for you!


Your community is your home and it is probably your biggest investment.  But did you also know it is a business?  The role of a community board is to protect and increase property value in an association.  In addition, their role is to preserve the quality of life in accordance with state & federal laws and association documents.  This is accomplished by operating the association, maintaining the common

property, and enforcing the governing documents. 


Becoming a good board member is a process; but, you can minimize the errors and the time it takes you to get up to speed by attending this seminar.   We have gathered together a group of industry professionals: legal, insurance, maintenance, financial and capital planning to share their expertise.  In addition, this course provides the opportunity to interact with fellow board members and share your challenges and your triumphs!

Speakers Include:

Michael Feldman, Esq., Feldman, Perlstein & Greene, LLC

Kasey Procko Burchman, Esq., Feldman, Perlstein & Greene, LLC

Rich Bouvier, CIRMS, EBP

Joe Rodgers, CPA

Pam Bowman, EBP - HANDOUT



Course Components:

Legal – Understanding State Laws and Association Governing Documents

Meetings-set-up UO - BOD meeting mechanics

Meeting Notices; voting by proxy and ballot

Minutes and decisions

Executive sessions and two-thirds consent

Association records

Collection policies

Rules enforcement; due process

Updating documents; CIOA update



Insurance – Protecting Your Association

Coverage Description/Explanation

Risk Management/Underwriting

HO-6 Policy

D&O Insurance

Maintenance Standards

Market Trends


Financials - Understanding Your Financial Matters

Financial Statements

Budgets and Narrative for presentation

Audit/review/compilation – not accurate about a review and compilation –

Funding Reserves


Long-term – Developing and Implementing a Plan

Maintenance – General

Reserve analysis - Long-term planning


Capital Projects – RFPs and Specs – Engineering, Clerk of the Works

Operations Projects – RFPs and Specs


Questions & Answers

During the presentation, questions to clarify a topic are welcome.

At the end of each presentation, there will be a Q & A for more in-depth questions.

Most presenters will be available following the Q & A.   This is your opportunity to ask questions regarding your specific association.



Light breakfast and lunch will be served.



We are excited to unveil our NEW and IMPROVED course, recommended all associations.  The new name, Condo Inc. I, The Business of Running Your Association, reflects the responsibility your association has in maintaining community and the respect it deserves at a business entity.  We have added more time for the legal segment and more time for questions!    

This course meets the requirements set forth in Connecticut Public Act 06-23.


Thank you in advance for your support!

Admission to all CAI-CT events requires advance registration either by mail, online, or in person. Individuals will not be admitted to an event without payment. Failure to attend an event does not constitute a cancellation of event registration and you will be charged for registering.  


Cancellation Policy

Failure to attend an event does not constitute a cancellation of event registration and you will be charged for registering.  72 hour written notice of cancellation is required for refund.    Credit towards a future event will be considered for written cancellations within 72 hours of the event.

Video/Audio Taping

Courses are copyrighted by CAI and may not be audiotaped, videotaped or reproduced in any way for personal use or for public distribution or viewing without prior written permission.


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