Financial Matters Workshop 3: Onboarding
About
Taking on a new owners corporation or assuming management of an established building can present a range of financial challenges. From incomplete records and unpaid insurance to developer-held funds, outstanding levies and historic debtors, getting the financial position right at the point of onboarding is critical to effective ongoing management.This practical workshop will explore the key financial matters to identify and verify when onboarding a new or established building. Topics will include reconciling accounts and funds, reviewing invoices and receivables, payment plans and debt recovery, contracts and insurance and loans and term deposits. The session will provide a practical framework, as well as differing supporting scenarios, for identifying financial risks early and establishing an accurate financial position from the outset.
Key Takeaways:
Identify key financial risks when onboarding a new or established building.
Reconcile accounts, funds, outstanding transactions and owner balances.
Understand what to look for in relation to debts, payment plans, loans and term deposits.
Establish a clear and accurate financial position for ongoing management.
29th October, 9:30am to 1pm, Manningham Function Centre
3 CPD Points
Richard Keyte, Jenny Wang, Gino Marinaro and Carole Anderson facilitating/presenting
Date
Thursday 29 October 2026 9:30 AM - 1:00 PM (UTC+10)Location
Manningham Function Centre
1/699 Doncaster Rd, Doncaster VIC 3108
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Financial Matters Workshop 3: Onboarding
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