Financial Matters Workshop: Level 1-2
About
In-Person Workshop OverviewThis workshop is tailored for Level 1-2 Strata Managers, focusing on building confidence in communicating financial matters to committees and owners. Participants will learn how to interpret and present financial statements clearly, ensuring effective decision-making. Emphasis will be placed on preparing and presenting budgets, addressing financial issues such as GST, and confidently discussing financials at AGMs and committee meetings. Hands-on activities will support practical learning in a real-world context.
Facilitators:
Julie McLean, Life Member SCA (Vic)
Gino Marinaro, Business Development Manager & Senior Strata Manager, Melcorp Strata
Steve Nicholls, Client Director - Strata Division, Kelly + Partners
Key Topics and Activities:
- Understanding the legal framework and delegation within owners' corporations.
- Communicating financial information confidently to committees and owners.
- Budget preparation using previous financials and key considerations.
- Mock committee and AGM meetings to practice presenting financials effectively.
Who Should Attend?
This workshop is ideal for Strata Community Managers at Level 1 (1-2 years’ experience) aiming to advance to Level 2 (2-3 years’ experience), as well as assistants transitioning into Level 1 roles, seeking practical financial skills for career growth in strata management.
Date
Tuesday 24 June 2025 9:30 AM - 12:30 PM (UTC+10)Location
The Manningham Hotel & Club
1 Thompsons Road, Bulleen VIC 3105
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