Best Practices for Strata Treasurers
Few Seats Still Available
This Workshop is for corporate members only
If your strata is not a corporate member they can join.
To find out how just click on VISOA Corporate Memberships
Once done you can register for the workshop.
This “how-to-do-it” workshop will review all financial aspects of managing your strata
and is designed for both self-managed stratas and for those who employ a
strata manager.
Topics to be covered include:.
- Budget preparation and presentation;
- Banking arrangements;
- Investment of the CRF, and
- Strata insurance requirements.
The workshop will be facilitated by Cleve Patterson, who is a retired Professor of Finance, an experienced council member, and a past member of VISOA’s Board. He is also the author of VISOA’s publications, “Best Practices for Strata Treasurers”, “Management of the Contingency Reserve Fund”, and of several financial software packages designed for stratas, including VISOA’s STRATACCOUNT accounting package.
The workshop will be held at the Union Club in Victoria. The cost for this full day workshop is $75, including lunch at the Club and handouts. Participation will be limited to 20.
Please Note:
To secure a seat for this workshop payment must be received. To instantly confirm your registration use a credit card. This can be done using PayPal (which accepts your Visa, Mastercard, etc.) when you click on “submit”. You do NOT need your own PayPal account. You can then submit the receipt you immediately receive from PayPal along with the emailed registration form to your strata for reimbursement if eligible.
Cancellation Policy: With one week’s notice, you may cancel and receive a full refund. With less than one week’s notice, you may receive a refund less a $25 administration fee. Refund may be your choice of cheque mailed to you, or credit towards a future workshop. With no notice, no refund is possible.
Should you select to pay in another form (e.g. by cash or cheque at the office) or mail in a cheque (emailed registration form must be enclosed) you will be placed on a waiting list until payment is received and processed. For office hours and address click on Contact Us.