California Association of Community Managers

FIN200 Reserves -- What, Why, How

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This course will teach you how to take a proactive role in the reserves process, including selecting a reserve study preparer, determining what components should be included and explaining the report to the board. You’ll also learn how to use the information to help the board make funding plan decisions and understand how reserve funds can be used.

Learning Outcomes:

  • Articulate why reserves and reserve studies are important

  • Understand the roles of the manager, the board and the reserve study preparer

  • Determine which components are common area maintenance responsibilities

  • Know what to look for when reviewing the physical and financial analysis

  • Understand how to assist the board in making decisions about which funding model to use and how to fund the reserves

  • Describe what must be disclosed annually

  • Identify requirements for borrowing from reserves

Who Should Take This Course?

Community managers who advise their association boards on reserve funding


Continuing Education Units (CEUs):   3

Course Length:   3 hours

Course Fee:

Online Offering
Member $139
Non-Member $199



 March 27, 2018

 June 26, 2018

 December 13, 2018

 11:00 am - 2:00 pm

 11:00 am - 2:00 pm

 11:00 am - 2:00 pm




 Register Now

 Register Now

 Register Now


Don’t see an offering near you? You can join a wait list to bring this course to your area through CACM’s Request a Course program.


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