Wednesday, March 11, 2009


Many of you have already taken advantage of our Board Orientation and Legislative Update seminars. Because of the popularity of these seminars, we felt it would be prudent to hold yet another educational seminar for our board clients.

This time, we are walking across the aisle and will discuss issues pertaining to; Financial Management & Budgeting, Capital Reserves & Long Range Forecasts, Financial Statements & Reports and Methods of Accounting and briefly about Audits, Reviews & Compilations and Income & Property Taxes. We will wrap up the evening with information on Collections and some exciting new ways we hope we can maximize your collection expense dollars.

Although our managers are continuously instructed on these topics, the benefit of talking with our Accounting Dept. first hand and the interaction with other Board Members, we believe this seminar would be of great interest and the chance to ask questions that you may or may not understand.

Of course those attending the meeting will have various levels of knowledge in financial affairs, so the course will be designed to cover information that may seem somewhat basic, to principles and methods that might be a little more advanced.

Over the past several years, I have instructed for the Arizona Association of Community Managers, both for the CAAM Certification Program and for CAAM Continuing Education Units primarily in areas of financial management.

I hope you will join me and Pat Morici, Accounting Manager, on Tuesday, April 14th at 7:00 p.m. at our office in Mesa. Please RSVP to Jean-Marie Bellington at (480) 844-2224, Ext. 131 or by email at:

This seminar is not just for the Treasurers on the Board, but open to all Board members.

Tuesday, March 10, 2009


Each quarter, an employee is selected to be the recipient of this recognition.

Rachel Kaplan, Community Manager, has been chosen as “Employee of the Quarter”!!!

Rachel joined our team a little over a year ago and has displayed an incredible level of enthusiasm. Rachel’s interest in learning is then transformed into her obvious drive to coach her board member clients in a professional and informative manner. Rachel has excelled in her communication skills and we’re very proud she has joined our team of professionals.

Congratulations, Rachel!!