Board Leader Launch: New Board Member Orientation
Board Leader Launch: New Board Member Orientation
Board Leader Launch gives new board members a confident, clear start. The session covers common problems and situations, key association fundamentals, and what CPS was hired to do. We explain each board role, how decisions are made, and how to communicate effectively with residents. A practical financial overview rounds out the program, helping board members understand budgets, reserves, and long-term planning so they can lead with clarity and confidence.
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Become The 10-Minute Treasurer
Become The 10-Minute Treasurer
Become the 10‑Minute Treasurer gives any HOA/condo board member the confidence to read, review, and trust community finances fast. Use a simple monthly 10‑minute checklist to spot risks, ask smarter questions, and make wise decisions—without spending hours at your desk. Build clarity, control, and confidence over budgets, reports, and reserves.
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Community without Chaos
Community without Chaos
Tired of chaotic HOA meetings that spiral into complaints and conflict? Learn the exact playbook to run open forums that build trust, calm tensions, and keep control, without shutting people down. Discover how to acknowledge concerns, guide the room, and close conversations with confidence. Turn frustration into leadership.
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Federal Taxes for Community Associations
Federal Taxes for Community Associations
Confused by IRS forms, taxable income, and expense allocation? This coaching breaks down Form 1120 vs. 1120-H in plain English. Learn when associations owe taxes, how income is classified, and how boards can reduce risk while staying compliant. Designed for board members who want clarity, not accounting jargon.
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Yearly Association Planning
Yearly Association Planning
Get ready to set your community up for a successful year ahead. In this session, we’ll walk through the FIVE C’s that drive thriving associations—Calendar, Common Elements, Compliance, Committees, and Communication. You’ll learn how to plan your year with confidence, keep projects and policies on track, and create a smooth rhythm of accountability that keeps your board focused and your community engaged.
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Essentials of Board Leadership
Essentials of Board Leadership
Essentials of Board Leadership gives new and seasoned association leaders a clear, confidence-building community course. In one focused session, we walk through how your association works, what your governing documents really say, how meetings and budgets should function, and how to plan your annual calendar, insurance, and maintenance. A simple, practical roadmap for leading your community with clarity and purpose.
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Insurance IQ: From Prevention to Payoff
Insurance IQ: From Prevention to Payoff
Insurance IQ: From Prevention to Payoff gives board leaders a clear, practical guide to protecting their communities. Learn how to prevent issues before they start, respond effectively when they do, understand insurance requirements, compare quotes with confidence, and navigate claims from start to finish. A smart, steady framework for safeguarding people, property, and budgets.
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Reserve Ready: Understanding the Plan
Reserve Ready: Understanding the Plan
Reserve Ready: Understanding the Plan gives board leaders a clear roadmap for long-term community health. Learn the legal requirements for reserves, why studies matter, how engineers build them, and how to review and update your plan each year. A practical, confidence-building guide to preventing surprises and protecting property values.
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Project Management and Preventive Maintenance
Project Management and Preventive Maintenance
Stop reacting. Start preventing. This session with Adam Rich shows boards and managers how project management and preventive maintenance work together to reduce emergencies, extend asset life, and create predictable budgets. Practical, real-world strategies you can use immediately.
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Fair Housing
Fair Housing
Think you know Fair Housing? This one might surprise you. This Essential class worksheet comes straight from a live presentation by John Izzo of Kaman & Cusimano, delivered at our Association Advocacy Alliance meeting. It breaks down real-world Fair Housing pitfalls, board and management mistakes, and the issues that trigger complaints—before they become expensive problems. If you serve on a board or manage communities, this session is essential viewing.
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Upcoming: The 1 Hour Board
Upcoming: The 1 Hour Board
Unlock the secret to running your HOA or condo board in just one hour a week. This course shows you how to streamline meetings, simplify financial oversight, and cut through busywork so you can focus on what really matters—building a stronger community with less stress.
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Upcoming: Pool Care
Upcoming: Pool Care
From Open to Close, this will give you confidence in contractor selection and resident education.
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Upcoming: Board Breakthrough
Upcoming: Board Breakthrough
✅ Save Money – Learn proven strategies to stretch every assessment dollar further. ✅ Save Time – Streamline your meetings, decisions, and processes. ✅ Build Community – Turn your association into a place where neighbors feel connected and proud. Are you ready to take your board from “managing” to truly leading?
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