Capital Project Financial Planning Case Studies: How Your Professional Partners Can Help Navigate Funding Challenges

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Duration: 1 hr
CE Credits: 1

Community Association Managers play a key role in maintaining the investment of owners in their communities. Development and use of a financial game plan to take on capital intensive repair and replacement projects in a timely manner is key to maintaining a physically healthy community. This program highlights how communities can utilize resources including experienced managers, financial advisors and reserve study professionals to navigate capital project funding challenges. We will review case studies that consider Associations that need to fund near-term capital-intensive projects but lack sufficient reserve funds to pay for the projects.

Todd Walter

Reserve Advisors

Todd Walter, a licensed Professional Engineer (P.E.) in Illinois,is the Great Lake Regional Executive Director for Reserve Advisors, which is dedicated toserving community associations throughout the United States. Mr. Walter has conducted nearly 2,500 ReserveStudies since starting with Reserve Advisors in 1999, primarily in the Chicago andMinneapolis areas. Mr. Walter severed asthe Vice President of Engineer at Reserve Advisors for numerous years and wasresponsible for building at team of 30+ engineers.

Sheryl Taylor

Director of Operations

Associa Chicagoland

Sheryl is a Community Association Manager with 25 years of experience in managing Condominium, Townhome, and homeowner Associations. She is currently the Director of Operations at Associa Chicagoland.

Rachel Rowley

Enterprise Bank & Trust

Rachel Rowley brings over 17 years of Community Association Experience. Rachel Started out as a clubhouse manager and worked her way into serving many roles over the last 17 years as a portfolio manager, to director of Business Development, lead supervisor and now a professional specializing in Community Association Banking.

She currently has her AMS and PCAM designations and actively works to stay update on all things HOA, Condo and Townhomes on a national level. Rachel has a passion for the industry, and all it encompasses.

When Rachel is not working, she is a mom to 4 smart, sassy, challenging boys. She truly loves the challenges and all the rewards of being a parent. She feels parenting has helped her with communication, educating and speaking events and an overall ability to communicate and work with many different personalities and environments. She is excited to be working with CAI Illinois at the upcoming 2022 trade show.