• ACR Conference (map)
  • 151 Canada Olympic Dr SW
  • Calgary, AB, T3H 4E5
  • Canada

With ever increasing Property Regulation, Board compliance and Reserve Fund demands, there is a need for Boards to seek out education on properly managing the Reserve Fund Deposits on behalf of their Condominium Corporation. Our course, in a brief 15 minutes, covers all aspects of Financial Planning issues in which a Condominium Board requires proficiency. We will review all of the most important items that will eventually lead to a working knowledge in financial matters as it relates specifically to Reserve Funds.

Expected Learning Outcomes:

  • Setting an Investment Policy
  • Following Prudent Conduct
  • Matching deposits to expenditures
  • Staying within the AB Property Regulation Rules
  • Understanding the services and costs at Bank and Investment Firms