Service · Education

Board & Manager Training

Most board members never asked for a second job in construction procurement and state compliance. A couple of working sessions and the new rules stop being scary. They're just how your board runs bids and keeps records.

What it is

Working sessions — not lectures — that teach boards and management teams what their duties actually are and how to carry them out: running a compliant bid, spotting a conflict of interest before it becomes one, documenting decisions so they hold up later, and overseeing a contractor without being steamrolled.

Everything is taught in plain English by someone who has sat in the board seat, run construction crews, and worked inside the association industry.

Who it's for

  • New board members who inherited SF 1750 duties with zero onboarding.
  • Whole boards that want one shared, accurate understanding instead of five different guesses.
  • Management company teams that need their portfolio managers speaking correctly and consistently about the new rules with every board they serve.

How it works

  • Board briefing. A focused session at your board meeting — the new duties, the common traps, and your association's specific situation. Questions welcome and expected.
  • Deep-dive workshops. Longer working sessions on a single skill: bid administration, project oversight, storm response, or documentation practices.
  • Manager team training. Sessions built for management companies — including where the manager's role now ends and an independent third party has to begin. Pairs with the white-label program.
  • Take-home materials. Every session ends with a written summary and checklists your board can use at the next meeting.

Want your whole board on the same page?

Tell us where the knowledge gaps are and we'll build a session around them.