Diving Deep into the Depths of Reserve Studies - In Person

Includes a Live In-Person Event on 08/05/2025 at 5:30 PM (CDT)

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    • Non-member - $35.95
    • CAI Homeowner Leader Member - Free!
    • CAI Manager Member - Free!
    • Non-Member Homeowner Leader - $35.95
    • Non-Member Manager - $35.95

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Dedicated community association leaders like you are constantly learning more about community management so they can be better prepared for the issues associations face today. If you have a basic knowledge of financial documents but want to dive deep into long term reserve planning, this class is right for you! After a brief review of budgeting, this session focuses on reserve studies and how they can be a valuable tool for planning for your community's financial future.  Our training concludes with a discussion on how to fund long term projects through the use of additional methods such as loans. 

Though it is not required, it is recommended to take Understanding Financials: Budgets Reserves & Reports AND Diving Deep into your Budget and Monthly & Year-End Financials prior to taking this class.

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Live In-Person Event
08/05/2025 at 5:30 PM (CDT)   |  0 minutes  |  Attendance Required
08/05/2025 at 5:30 PM (CDT)   |  0 minutes  |  Attendance Required
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Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

   


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Frankie Sorrentino, CMCA

Sr Vice President

Wintrust Community Advantage

Frankie Sorrentino joined Wintrust Community Advantage in 2024 and currently serves as senior vice president. With more than 15 years of banking experience in commercial, consumer, and portfolio management, he has been working directly with community associations and property management companies for more than nine years. In his previous roles, he was responsible for treasury management services, HOA lending solutions, and cash management products while managing relationships at several large corporate banks. 

A Certified Manager of Community Associations® (CMCA) designated by the National Board of Certification for Community Associations Managers, Frankie joins many CMCAs nationwide who have mastered the fundamental knowledge to manage condominium, cooperative, and homeowners associations. He currently serves on the Digital Marketing Committee for the Community Associations Institute (CAI) Illinois Chapter. 

Frankie earned his bank operations diploma while attending the SW Graduate School of Banking at SMU, gaining special recognition among thousands of companies and professionals who support common-interest. Frankie earned a Bachelor of Science in business management from the University of Phoenix and previously served in the United States Army.

Reid Nelson

Reserve Speciallist

Reserve Advisors

Reid M. Nelson graduated fromMontana Technological University with a Bachelor of Science in MechanicalEngineering. He is a Reserve Specialist with Reserve Advisors. He isresponsible for providing condition assessments and financial reserve forecastsfor various properties such as homeowners associations, townhomes, mid-rise andhigh-rise condominiums, and commercial buildings.  With a passion for Lean practices and helpingothers, he works to have a positive impact to better our communities.