Date
Date(s) - October 14, 2026

Location
Cooper’s Hawk
411905 Tamiami Trail N, Naples, Florida 34110

Join KWPMC’s Beth Huffman and CE presenter Matt Kuisle, from Reserve Advisors, for a practical, board-focused session on building stronger budgets, planning for future needs, and making informed financial decisions with confidence.

CE Class: Healthy, Wealthy & Wise: Reserving for the Future

Sound financial management is the backbone of every well-run community association. This session walks board members and property managers through the fundamentals of fiduciary responsibility, budgeting discipline, and reserve fund planning.

Association Board members are welcome to join us for this complimentary luncheon.

Topics Include:

• Board’s financial responsibilities and how it connects to long-term financial planning
• Practical strategies for building stronger, more realistic association budgets
• Reserve funding best practices and how to plan for major future repairs
• Common budgeting and reserve planning challenges before it becomes costly problems