Manager Education

CAI's Manager Education Program consists of local seminars and national Professional Management Development Program courses designed specifically for the continuing education of community association managers. These programs are especially intended for managers interested in professional development, and those managers who are interested in achieving a CAI professional manager designation or re-certifications.

Manager Designations Scholarship Program

CAI'S Manager Designation Scholarship Program (MDSP) is designed to assist community association managers in the Pennsylvania & Delaware Valley Chapter with the ability to meet their educational and professional development goals. The application and eligibility requirements are listed below under Manager Credentials Resources.

We are currently accepting applications for our 2017 Manager Designations Scholarships. For more information or to apply, please click here. The deadline to apply is February 15, 2017. 

CAI thanks the 2017 Scholarship Sponsors: dC Engineering Inspections, The Falcon Group, Lemus Construction & Marcus & Hoffman.

Manager Credentials Resources

Check our webinar schedule for upcoming online education. These one hour programs include live, scheduled webinars and pre-recorded on-demand programs you can view at any time. Each webinar earns managers 1 hour of continuing education credit. Webinars are $25 for chapter members; $35 for non-members. Not a member? Join today and save on all CAI programs.

CAI's Breakfast Club for Managers 

Join us four times a year for our Managers Breakfast Club - continental breakfast and networking followed by a three hour educational seminar on the most important educational topics confronting community association managers. Details on upcoming seminars are below:

The Mini M-100: Meetings, Management & Finances

Successful community management starts with the essentials! CAI's M-100: Essentials of Community Association Management provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members! This streamlined, mini course will cover the following topics and is ideal for new managers just getting started and a great way to prepare to take the full M-100:

Roles and responsibilities of managers, owners, committees and the board
Presenters:  Adam Marcus, Esq., Marcus & Hoffman; Rebecca Sarnese, FirstService Residential

Everyone has their role in the governance of a community association, unfortunately not everyone knows what that role is.  This session will break down the roles of the four primary participants in an association and understanding the critical relationship between the manager, board members, owners and committee members will be the primary focus of this session. What rights and responsibilities do owners have at an annual meeting? Can board members really be removed at any meeting with a vote of those in attendance?  Do committee members have authority do make decisions or simply make recommendations? These are some of the questions that will be addressed during this session.

Organizing and Conducting Board Meetings
Presenter:  Nancy Hastings, CMCA, AMS, PCAM, Associa Mid-Atlantic, AAMC

This session will present a manager’s guide for preparing and conducting effective board meetings. This session will place an emphasis on manager preparation, meeting agendas, reporting and overall meeting conduct.

Preparing Budgets and Funding Reserves
Presenter:  Todd Luft, CPA

This session will provide an overview of the roles of the Board of Directors and management in the budgeting process. You’ll learn the difference and uses of the Operating Budget and the Replacement Reserve; Review the budgeting process and different methods for establishing the budget for each fund; Review community association taxation – what is taxed, how it is taxed, and how to plan for it; and review when is it better to have a Special Assessment than an increase in assessment rates.

Managers receive three hours of continuing education credit.

Contact the Chapter office at 610-783-1315 for group registrations.

When: Tuesday, February 14, 2017
8:30 AM Registration and networking
9:00 AM to 12:00 Noon Program

Where: Whitemarsh Valley Country Club, 815 Thomas Road, Lafayette Hill, PA 19444

Early Bird Registration* (by February 7, 2017):
CAI Members - $40; Non-members $65
Additional fees apply after February 7.

Register online

Non-members - Join CAI and save on the above registration fees!

Sponsors of select programs receive an allotment of complimentary registrations. For more details and to claim your registrations, please contact the chapter office at 610-783-1315, x10 or

*Early bird registration is a registration made and paid for no later than 7 days in advance of the program. Additional fees apply for registrations made within 7 days of the program. Late registration fee applies within 48 hours of the program. Reservations not cancelled within 24 hours of the program will be billed.

This program generously sponsored By:


 Please note: Attendance at CAI events authorizes CAI to use photographs or video of the event, which may include attendee's images, for CAI's promotional purposes. To opt out, contact the chapter office.

Professional Management Development Program

CAI's Professional Management Development Program provides the most comprehensive, expert education courses for community managers seeking to increase skills, knowledge, and job opportunities.  CAI offers three levels of courses designed to give new managers a knowledge base and experienced managers a deeper understanding of all aspects of association management. Courses are offered throughout the year across the nation.

Upcoming Local and Regional PMDP Classes 

Visit our national website  for course descriptions and to register for any PMDP course.


Upcoming Class: M-201: Facilities Management 

 March 30-32, 2017, Springfield, PA - Click this link to register for the M-201.

Attendees to the M-201 will receive complimentary admission to the Chapter Happy Hour on the evening of March 30, 2017.  





Please visit our Diamond Sponsors: