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The Do’s and Don’ts of Protecting Association Funds: Reserve Strategies and Investment Planning

ACTHA Seminar March 22, 2018

Nearly 30 attendees were present at The Do’s and Don’ts of Protecting Association Funds and Reserve Strategies and Investment Planning Seminar held at the Deerfield Public Library , Deerfield, Illinois on Thursday, March 22, 2018.

The speakers for the evening were Brad Schneider of Condo CPA, Elmhurst, Illinois who spoke on the Do’s and Don’ts of Protecting Association Funds. Brad presented how to protect Association Funds using best practices and how to avoid risk situations. Using a power point presentation, he educated attendees on ways to insure your Association provides safe and sensible habits and best accounting practices in handling Association’s funds.

Anthony Pacione, financial advisor for Edward Jones, in Schaumburg, Illinois presented the topic Reserve Strategies and Investment Planning. He presented resources to provide and meet long term financial goals through diversification and laddering techniques of your Association’s CD portfolio. He presented a unique program whereby Edward Jones provides a service that offers financial solutions tailor made to your Association providing long term investing while managing the risk factors as well.

With ample time to address questions, all attendees left with knowledge and the tools to assure their Association unit owners best practices in handling their corporation’s assets.

ACTHA attendees travelled as far as Tinley Park, Rockford, Evanston, Barrington,  Arlington Heights, Orland Park, and Chicago to attend this Seminar.

Seminars are planned every month in the North Suburbs with topics of importance to Homeowners and Association Board Members. These seminars are free to ACTHA members and registration is available on the ACTHA website. Look for seminar topics on our Events Calendar for the coming months.

We welcome newcomers from all areas of the Metropolitan Chicagoland area.


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