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Condo Inc. - (Education for Homeowners & Board Members) - LIVE WEBINAR
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The Business of Running your Community Rates $50 - CAI Members $75 - 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!

 Export to Your Calendar 10/3/2020
When: October 3
8:30am - 3:00pm
United States
Contact: Ellen Felix

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Download Mail-in Registration (PDF)



$50 - CAI Members

$75 - All Others


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!


This LIVE webinar will be presented on October 3 -  8:30 am - 3:00 pm.  A recording of the webinar will be made available to all registrants.   

Speakers Include:

Robert Pacelli, Jr., Esq.

Chris Carlise, CPA

Frank Pingelski

Pam Bowman


Course Components:


Legal – Understanding State Laws and Association Governing Documents (Robert Pacelli, Jr., Esq.)

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




Financials - Understanding Your Financial Matters (Chris Carlise, CPA)

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 (Pam Bowman)

Maintenance – General

Reserve analysis - Long-term planning


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

Operations Projects – RFPs and Specs


Insurance – Protecting Your Association (Frank Pingelski)

Coverage Description/Explanation

Risk Management/Underwriting

HO-6 Policy

D&O Insurance

Maintenance Standards

Market Trends


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.




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.    


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



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