Budgeting - Common Pitfalls & How to Navigate Them

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- CAI Manager Member - $35
- Non-Member Homeowner Leader - Free!
- Non-Member Manager - $85
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Duration: 1.5 hours
CE Credits: 2

This is not your typical budget training session! Please join us for a panel discussion with seasoned Property Managers to arm you with tools to help you navigate tricky and sensitive conversations that often arise during the budgeting process and confidently guide your Board towards better financial planning. Topics to be discussed include pressure to keep assessments artificially low, underfunding reserves to avoid assessment increases, disregarding the reserve study, and more. Please bring your questions for a Q&A session at the end!

Samantha Snooks

Property Manager

FirstService Residential

Samantha Snooks is a high-rise Condominium Association Manager in downtown Chicago. She possesses both the CMCA (Certified Manager of Community Associations) and AMS (Association Managing Specialist) designations through CAI and has a background in Real Estate. Her goals as a high-rise Property Manager are providing strong leadership for Associations, enhancing buildings to its highest potential, and creating solutions to difficult problems.

Sheryl Taylor

Director of Operations

Associa Chicagoland

Years in Property Manager: 23 years.

In my time as a Community Manager I have managed Condominium, Townhome and Single Family Associations as a portfolio and as a hybrid manager of onsite and portfolio properties. I enjoy my job because no two days are the same and I never stop learning.

Charles Freitag

Director of Property Management

Real Estate Investor Services

Charles Freitag Jr. is a highly experienced Real EstateBroker and Community Association Manager with nearly two decades of expertisein managing condominium associations, homeowners associations, and other real estate ventures. He hasbeen an integral part of his third-generation family owned and operatedbusiness, Real Estate Investor Service, and is known for hisintegrity, problem-solving skills, and dedication to fostering successfulcommunities. Charles's deep market knowledge andexcellent interpersonal abilities have earned him a stellar reputation in theindustry.