The Cooperative Housing Advising and Training Presents:

The Financial Filing Cabinet Training Course: Fiscal Fitness For Your Housing Cooperative

The Who, What, Why, When and How of Creating Your Annual Operating Budget

WHO prepares?

WHAT must be in it?

WHY is it necessary?

WHEN should it be completed?

HOW is it prepared?

Enroll Now!

Increase Your Building’s Value

If you want your property to look and perform like other well-run buildings, you need a clear and comprehensive budget.

The only way to improve your property is to dig into the nitty gritty of its finances. You need to understand your building’s current financial situation so you can plan for the day-to-day expenses as well as long-term improvements.

With this series of trainings , you will get everything you need to create a solid plan for your building’s financial needs.

For property managers, you’ll have the tools to improve day-to-day operations using the best industry standards. You will be able to propose projects and set goals that will improve the property you manage.

For association board members, you’ll have a clearer picture of your building’s financial position, how to monitor it, and how to plan for the future health of your building.
You will also know how to govern your staff and how to work better with your property manager.

What Inside Each Monthly Training Course

When you enroll in this course, you’ll receive monthly training sessions on various topics that you’ll need to understand how to balance your budget and keep your building thriving from:

Why your building needs a budget to run smoothly and avoid surprise expenses
Who should be in charge of preparing your building’s budget
How to understand and interpret balance sheets, income statements, and cash flow reports
When you need to have your budget finalized to meet your building’s needs
What essential items to include in your building’s budget – and what to leave out
How to determine what you need in your reserves to be prepared for the future.
How to build a reserve and prepare for future long-term repairs and replacements
What to consider when determining for essential operating costs – including staff, utilities, maintenance and insurance
How to protect your building from shortfalls due to rising costs and inflation, insurance losses, etc.

PLUS – early access and special bonuses like immediate access to the "Budgeting 101" training, future courses, and accompanying worksheets to help you create, manage, and expand your building’s budget.

Sneak Peak Into The 2025 Training Course Schedule

January

Cooperative ABC's - From what a cooperative is to your Corporate Compliance. Annual meetings, filings, bylaw adherence, regulatory/use agreements, and more.

February

Cooperative 123's - Financial compliance. Understanding basic financials, audits, tax reporting, etc.

March

Insurance, insurance, insurance: Policies, Premiums, and Payouts Understanding, Protecting, and Limiting Liability

April

Building Components 101: Roofs, Shutoffs, GFCI's & MEP's - What every shareholder should know.

Yes, enroll me now!

**Enroll In The CHAT Monthly The Financial Filing Cabinet Course Today**

In celebration of the beta launch of our “Financial Filing Cabinet” Course, we are offering access to this series for a full-year at the special price of $165/month for 12 months.

This one-year subscription that covers monthly essential trainings, free consultation, resources, recordings and podcasts is valued well over $5,400 dollars. You'll be saving over 60% this year on trainings and resources.

When you enroll today, you will get immediate access to your first training "Budgeting 101" and be locked in on our introductory price.

Here's what else you will get throughout the year:

Monthly 1.5 hour Live webinar trainings (up to 3 participants)
All Access Pass to inventory of recorded live webinar trainings
Access to live and recorded podcast episodes with professionals (Attorney, CPA, insurance brokers, etc).
30 minutes of consulting per month with CEO, Kimalee Williams
Access to written resources like templates, publications

This is a $5400 value that you'll be getting for a total of $1980!

Buy Now

$165/Month

for 12 Months

Save over 60% with a year subscription!

Purchase

$499

Pay-As-You Go

*30 days access*

Purchase

What other's are saying about my trainings...

“....Faith Asset Management, LLC has not only performed contracted responsibilities with professionalism and expertise but takes every occasion to add a personal touch to interactions and communications with our residents and the Board. As a Board President, I am truly thankful for Ms. Kimalee Williams and her teams. Hands down, Faith Asset Management Company, LLC is the best!!"

Linda F. Martin, Board President

“Without question, one of the very best teams of professionals I’ve worked with in a very long, long time. Timely response to events, attention to detail, on-time and full-featured services that make one feel important and special. Well versed and highly proficient and attentive staff is a joy to work with.”

Luis Caban, Board President

“When I was searching for consulting companies, I was looking for a company that had integrity. I found what I was looking for with Faith Asset Management.”

Anthony Little, Board Vice President

I need this!

Meet Your Trainer/Facilitator - Kimalee Williams

Kimalee Williams is the owner of Cooperative Housing Advising & Training (CHAT) and CEO of Faith Asset Management, LLC (FAM). CHAT is an online training platform and in-person consulting service provider to Property Owners, Boards, Property Managers, PM Staff and housing agencies in all areas of cooperative housing (market and affordable) including governance, operations and overall fiscal management as well as board/management relations.

With over twenty-five years of experience in residential, commercial and cooperative housing, Kimalee is skilled in all aspects of property management including finance, capital improvements oversight, marketing, sales and resident relations.

Kimalee holds a MBA and BSBA in Finance from the Barney School of Business through the University of Hartford, where she was inducted into the Beta Gamma Sigma International Honors Society, as well as the Omicron Epsilon Honors Society in Economics. Kimalee is an adjunct professor at both Goodwin University and University of Hartford teaching property management, marketing and ethics and serves as a Board Member of the Advisory Committee to Goodwin College’s Business Department.

Kimalee is a Board Member of the National Association of Housing Cooperatives (NAHC) where she has served as Audit Committee Chair andVice Chair of Member Services. She is one of the organization's nationally certified trainers providing Board of Director training throughout the United States to various types of housing entities. She is also President of the Cooperative Housing Association of New England (CHANE).

Kimalee holds the Registered Cooperative Manager (RCM) designation and is also Co-chair and a trainer for the organization where she has the pleasure of training “up-and- coming” cooperative managers.

Kimalee is a Licensed Real Estate Agent, a Certified Manager of Housing, and a Certified Occupancy Specialist. Connecticut’s Governor recognized Kimalee for receiving the Hartford Business Journal’s “40 Under 40 Award” given to “outstanding young professionals in the Greater Hartford area that are excelling in their industries through their leadership roles.”