Education

Education for Reserve Preparers and the Community Association Industry

Associated Reserve Planners USA Education and Training

Associated Reserve Planners (ARP) is the leading provider of education for the community association industry on reserve study and maintenance topics.  Our annual conferences provide 8 hours of training to meet the continuing education requirements of ARP (Associated Reserve Planners), ICBI (International Capital Budgeting Institute), and BPCB (Budgeting Professionals Credentialing Board).  Beginning in 2021, all presentations are recorded and available here.   They may be viewed on this site but are not available for download, or recording.  

A full description of our education philosophy is available here.

Conference presentations are available on a fee basis only at $25 per webinar presentation. 

Selected stand-alone presentations are also available, some on a pay basis and others on a free basis.

ARP has also scheduled a number of presentations outside the formal conference environment which are available on a free basis.  We will be adding to this group regularly.

ARP requires 8 hours continuing education annually for all preparer members.  Associate members are not required to comply with the education requirements for preparer members.  Please note that this 8 hour requirement also satisfies the 8 hour education requirements for both the International Capital Budgeting Institute (ICBI) and the Budgeting Professionals Credentialing Board (BPCB).

For anyone wishing to participate in a discussion online about reserves consider joining the Condo and HOA Reserve Studies Group - https://www.linkedin.com/groups/6845250/

 

IDTITLETOPICPRESENTERSDESCRIPTIONDOCS

Videos

21-1Reserve Study FundamentalsConcepts & Theories

Porter

Overview of how the reserve study process is supposed to workPPT

Video

21-2Maintaining Paved SurfacesComponent Topics

Frank

Overview of asphalt pavement maintenancePPT

Video

21-3Investing Reserve FundsFinancial

March

Discussion of reserve study funding plansPPT

Video

21-4

High Rise Reserve StudiesComponent Topics

Henley
Porter

Review of the unique aspects of high rise reserve studies and mechanical equipmentPPT

Video

21-5High Rise Structural IssuesStuctural

McDermott

An architect discusses the unique structiral aspects of high rise buildingsPPT

Video

21-6Country Club Reserve StudiesGolf Course

Porter

Review of the challenges of the country club reserve study with emphasis on golf operations.

PPT

Video

22-1

Rain Rain Go Away - Storm Water Systems

Component Topics

Frank

Overview of storm water drainage systemsPPT

Video

22-2Reserve Study ProcessConcepts & Theories

Porter

A comprehensive analysis of reserve study theories and aconcepts presented by a multi-disciplinary expertPPT

Video

22-3Asphalt Shingle Roof RejuvenationComponent TopicsnMaintenance

Levy

Demonstration of a roof rejuvenation process that extends the life of asphalt shingle roofsPPT

Video

22-4Decking Systems OverviewComponent Topics

Leys

Understanding decking and California's balcony inspection lawPPT

Video

22-5Roofing Systems OverviewComponent Topics

Leys,
Porter,
Sallee

Overview of the different types of roofing systems commonly encountered on condominium properties

PPT

 

Video

22-6

 Virtual Maintenance Training

Maintenance

Nesselroad

Exposure to training online systems for common maintenance activitiesPPT

Video

22-7Creating a Condominium Maintenance PlanMaintenance

Burlacu,
Henley,
Porter

How to create a maintenance plan for a condominium property to ensure adequate maintenance

PPT

Video

22-8Maintenance Plans, Inspections & Reserve Studies - The Three Pillars of Facilities Maintenance

Concepts & Theories
Maintenance

Anderson,
Henley,
Porter

Three systems must work together to adequateky maintain complex condominium buildingsPPT

Video

23-1

 The Structure and the Reserve Study, What's In and What's Not

Concepts & Theories
On-site Analysis
Structural

Frumkin

How reserve study analysts should identify potential structural issues on buildings PPT

Video

23-2Reserve Study FundamentalsConcepts & Theories

Porter

 Examining the three skills necessary to perform all aspects of a reserve study - Maintenance, Valuation, and Finance

PPT

Video

23-3Waterproofing IssuesComponent Topics

Leys

Waterproofing best practices for building envelopes PPT

Video

23-4Cost Estimating - Pricing ComponentsValuation - Pricing

Porter,
Sallee

How to identify relevant cost elements, evaluate cost sources and present cost iformation

PPT

Video

23-5Advanced Paving IssuesComponent Topics

Frank

Discussion of pavement distress, use of geotechnical fabrics, and products to extend asphalt lifePPT

Video

23-6Financials - What's NextFinancial

March

Inflation uncertainty in long-range financial planning - understand the risks and possible future outcomesPPT

Video

23-7

 The 2023 Guide to Mastering Condominium Maintenance

Maintenance

Porter

Understand the impact of the maintenance program on the reserve study and the difference between a maintenance plan and a maintenance program.

PPT

Video

24-1Reserve Study ConceptsConcepts & Theories

Porter

This presentation explores the conceptual and theoretical foundation of reserve studies within the broader discussion of capital budgeting. Understand the importance of Clarity, Consistency and Comparability in reserve studies

PPT 

  • CAI National Reserve Study Standards
  • CAI Maintenance Best Practices
  • CAI Safety Public Policy Report
  • ICBI Reserve Study Standards

Video

24-2Reserve Study Cost Principles

Concepts & Theories Valuation - Pricing

Porter

Component pricing is one of the biggest challenges in reserve studies and where failures often occur. Understanding cost elements, datapoints and different ways of presenting cost information in the reserve study report

PPT

Video

24-3Reserve Study Reports & CalculationsConcepts & TheoriesnFinancial

Porter

The Reserve Study is a budget, a financial report. Understand Financial reporting protocols and the importance of Clarity, Consistency and Comparability in reserve studies

PPT

Video

24-4The impact of Reserve Studies on Insurance PremiumsConcepts & Theories

Molony

The community association industry has only recently begun to connect the dots on maintenance and reserve studies. The next step is connecting the dots between maintenance and insurance risk.

PPT

Video

24-5Florida SIRS and Milestone StudiesComponent TopicsnSIRS

Fleahman

This presentation is a “must attend” course for those involved in high rise reserve studies or those who manage high rise condo or co-op projects.

PPT

Video

24-6Playground ProficiencyComponent Topics

Beber

Understanding playground safety regulations and the CPSI certification. Selecting safe & sustainable playground equipment & implementing safety inspections & maintenance practices

PPT
ParkPro Tek

Video

25-1Tracking Maintenance Activities Maintenance

Porter

The reasons for and benefits of documenting maintenance activities performed.

PPT

Video

25-2HVAC SystemsComponent TopicsnHVAC

Canfield

This presentation explores various types of heating ventilation and air conditioning systems

PPT

Video

25-3Smart Access Control SystemsSecurity

Aviles

This is where Access Systems Meet High Tech – Applying today’s technology on condominium access systemsPPT

Video

25-4Low Slope Roofing Systems Component TopicsnRoofing

Mandell

Understanding the unique characteristics of low slope “flat” roof systems

PPT

Video

25-5Sustainable Business Solutions for the Built Environment Sustainability

McIlwain

A practical approach to improving energy efficiency and doing so considering system options, cost savings, building materials.

PPT

Video

25-6Coatings SolutionsComponent TopicsnCoatings

Diner

Proper coatings properly and timely applied protect your property, improve safety, and ensure that your components reach their expected useful life.PPT

Video

 

2024 Conference