Understanding Financial Reports & Audits

Board members often struggle to understand balance sheets, income and expense statements or general ledgers, let alone the key points in an annual audit. Join this webinar to learn how to analyze these documents and extract key financial information to help boards meet their fiduciary responsibilities. We will also review reports that boards should be receiving from their management company.
Presenters, Jeremy Newman, CPA, has audited real estate companies and community associations for over 20 years. His firm, Newman Certified Public Accountant PC (“HOACPA”) has provided audit and tax services to thousands of associations in multiple states, including master planned, mixed use, age restricted, golf/amenity associations to high rise condominiums. Jeremy’s firm provides advice, audit services, tax planning and tax return services. Jeremy presents to CAI members in several states, authors articles for CAI publications and attends industry and CAI events as a speaker and sponsor. HOACPA is proud of its HOACPA EDU education program for boards and managers. Stephanie Slone, CMCA was the first employee at Trestle Community Management, joining her dad in acquiring Trestle. Working side by side with her dad, Trestle has grown over the past 6 years into one of the fastest growing companies in the area, as well as being awarded as one of The Best Places to Work in 2019. Stephanie has been in the community management industry for over 8 years managing garden style condominiums. Her role is overseeing the Condominium Practice, six employees and managing a small portfolio. Stephanie and her husband had a son in June 2018, and he keeps them very busy! Stephanie enjoys reading, running and spending time with her family and friends.