Breakfast Webinar: Money Management | The Chesapeake Chapter of the Community Associations Institute on Glue Up

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Save the dateFebruary 15, 20239:30 AM - 12:00 PM (EST)

Organizer

Organizer: The Chesapeake Region Chapter of the Community Associations Institute

Phone: +1 4103481534

Contact Person: Christina Killian

Email: christina.killian@caimdches.org

Event Details

Financial statements have you confused? Unsure of what is important or what you need to track throughout the year? We have the class for you! Come spend your morning with seasoned manager and auditor who will review and teach you financial basics, including:

Common types of accounting methods
Key components of financial statements and identifying financial health
How to use budgets throughout the year
Investment policy resolutions
Fiduciary responsibilities

Tickets

Chapter Member Ticket

Ticket for Chesapeake Region Chapter Members

$20

Non-Member Ticket Price

$30

Moderator & Speakers

Don Plank, PCAM, Moderator

Vice President at National Cooperative Bank

Scott Burka

President at EJF Real Estate

Scott Burka

President at EJF Real Estate

Scott Burka is the President of EJF Real Estate and oversees all day-to-day operations of the EJF Community Association division comprising over 275 communities.
He has extensive knowledge and professional experience that spans nearly 30 years in the industry including running his own management company, serving on the industry legislative action committee (currently co-chair), and as a volunteer course instructor for board members and managers. He has taught board training, financial statement understanding and specialty topic courses at both the local and national level.
He holds multiple licenses and professional designations including the Certified Manager of Community Associations (CMCA) designation, the Association Management Specialist (AMS) designation and the Professional Community Association Manager (PCAM) designation. He is a licensed DC Real Estate Broker, VA Real Estate Salesperson and holds a VA Common Interest Community Supervisory Employee license.
Scott obtained a B.A in Economics from Brandeis University, worked in the banking industry and then owned/managed Delbe Management for twenty-five years before joining EJF in early 2018.

Anne Sheehan

Principal at Goldklang Group, CPAs

Anne Sheehan

Principal at Goldklang Group, CPAs

Anne Sheehan is a principal at Goldklang Group CPAs, P.C. with over 31 years of experience in the auditing of Common Interest Realty Associations.

As a licensed CPA, Anne offers superior knowledge and understanding of the unique accounting needs and operations of homeowners associations, condominiums, and cooperatives. She is actively involved in the management and execution of audits for many of the largest and most complex associations in the Washington Metropolitan area.

Anne is licensed as a Certified Public Accountant in the State of Virginia, Maryland, and the District of Columbia.

Anne received her Bachelor of Science degree in Accounting from George Mason University.

In January 2020, Anne was appointed by the Governor of Virginia to serve on the Virginia Common Interest Community Board, which regulates common interest community managers, as well as employees of licensed management firms.

Anne is a member of the American Institute of Certified Public Accountants, Virginia Society of CPAs, Greater Washington Society of CPAs, Maryland Association of CPAs, and the Community Association Institute.