CAI TENNESSEE EDUCATION EVENTS & INFO
Corporate Transparency Act – What You Need to Know
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Tennessee Condo Act Reserve Study Summary
2025 BOARD LEADER CERTIFICATE COURSES
YOU’RE ON THE BOARD OF DIRECTORS – NOW WHAT?
No Charge! Board members who attend every session will receive a Board Leader Certificate from CAI
Where: Maggiano’s Little Italy, 3106 West End Avenue, Nashville TN 37203
When: Six sessions in 2025. Each session will begin at 11:30 am and will last between 90 min. – 2 hrs.
To register for future courses: email fellis@caitenn.org
To earn CAI Educated Business Partner distinction: register at caionline.org, pay $199 members fee, take online test. Once test is passed, CAI will send you Certificate of Distinction
Governing Documents and Roles & Responsibilities
March 19, 2025
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Fundamentals of Financial Management
April 9, 2025
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Communications, Meetings and Volunteerism
May 14, 2025
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Professional Advisors, Service Providers and Insurance
June 11, 2025
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September 18 (Wednesday) Association Rules and Conflict Resolution
Board members will learn to recognize and apply the criteria needed to determine whether rules already adopted or proposed are valid under the association’s documents, with consideration of applicable state and federal laws. Attendees will also evaluate the procedure for developing, adopting, and enforcing rules. They will also compare methods to resolve conflicts to avoid litigation when possible.
- • Six criteria to determine whether a rule is valid, and procedure for developing rules
- • Steps for enforcing association rules
This course is designed to help Board members understand their role in their community associations, and to give them practical tools to be effective leaders. It is offered to Board members of community associations that are served by management companies which are members of the Tennessee Chapter of the Community Associations Institute (CAI-TN).
- • Board members do not have to be members of CAI to participate.
- • Each session will begin at 11:30 am and will last between 90 minutes and 2 hours.
All sessions will be presented by recognized professionals in the community association industry, in an informal style that will encourage participation and questions.
To demonstrate its commitment to supporting the ongoing education of community association leaders in Middle Tennessee, CAI-TN is underwriting the cost of the Board Member Tool Kit. Each attendee will receive a package of reference material, including a workbook and several handbooks on such topics as meetings and financial management.
Board members are invited to register for each session individually, and do not have to attend all five. However, Board members who do attend every session will receive a Board Leader Certificate from the Community Associations Institute.
Lunch at Maggiano’s will be provided by sponsor members of CAI-TN.
Board members of all types of community associations – including HOAs, condominiums, mixed use and Master Associations – will find these classes useful. See the following page for a summary of the topics and dates.
SOLD OUT! – April 17 (Wednesday) Governing Documents and Roles & Responsibilities – SOLD OUT!
Board members will learn to be able to identify, read and discuss the basics of governing documents, and understand the different types of property ownership in community associations.
- • The types of documents and the order of their authority
- • Functions, roles and responsibilities of the Board, the officers and the managing agent
- • Types of committees and their roles
- • When to seek guidance of professional partners
May 9 (Thursday) Fundamentals of Financial Management
Board members will learn effective practices for protecting the association’s assets, preparing budgets, using reserve studies for financial planning, and determining and collecting the assessments needed for the organization to function smoothly.
- • Reserve Studies: planning for the future
- • Preparing a budget
- • Collecting assessments
June 12 (Wednesday) Communications, Meetings and Volunteerism
Board members will analyze and apply factors that contribute to effective communication, preparing for and conducting meetings and motivating homeowners to participate.
- • Recognize four factors for assessing a leader’s communication effectiveness
- • Requirements and effective practices for conducting meetings and elections
- • Three ways to build volunteerism – with examples
August 14 (Wednesday) Professional Advisors, Service Providers and Insurance
Board members will learn about effective practices for selecting appropriate professional advisors and service providers. Also, an insurance specialist will discuss the types of insurance coverages needed for community associations, including Directors and Officers.
- • Evaluating service providers
- • Extending an offer and accepting bids
- • Things to consider when obtaining insurance
ONLINE EDUCATIONAL COURSES
You must be logged in to your CAI national account to register or pay for any of these courses
CAI COURSE CATALOG
CAI Education programs developed for each individual in community associations.
CAI WEBINARS
Management Professionals can earn credit for CMCA recertification and the AMS and PCAM
redesignations by tuning into a live webinar or accessing the archived version of previous programs.