Reserve Fund Planning (special assessments, loans, etc.)

November 22, 2023

12:00 PM - 01:30 PM

Reserve Fund Planning

Wednesday, November 22, 2023 at 12:00 pm – 1:00 pm.

Sunningdale Golf & Country Club

Registation is OPEN!

The Reserve Fund Planning session is designed to provide participants with an understanding of  concepts and strategies for effective financial management within condominium industry. Led by a panel of expert instructors, the course covers a wide range of topics, from Reserve Fund (RF) basics and current inflation trends to condo fee impacts, project prioritization, cost control, investment strategies, and short-term funding options.

Register Now!

Meet Your Instructors:

Joe McGowan, B.E.Sc., P.Eng. - Senior Project Manager, Shareholder at Edison Engineers

Joe McGowan is a Senior Project Manager and Shareholder with Edison Engineers London office and is a member of the CCI-London Chapter Board. Joe takes pride in helping educate, engage and empower clients in their capital planning and building repair projects.

Vince Londini - Otto & Company

Working with our firm’s Principal, Jason Otto, AACI, Vince leads Otto & Company’s Reserve Fund & Insurance Valuation practice. Vince steps into the shoes of his mentor and industry stalwart, Robin Whimster, with a focus on growing the practice while achieving increasing quality.

Vince's qualifications include earning the Post Graduate Valuation Certificate (UBC) and current enrolment in the Certified Reserve Planner designation with the Real Estate Institute of Canada. He draws on his MBA (2014, IU) and diverse work experience including 14 years in the management consulting industry, and 16 years in the religious ministry. Vince brings considerable experience with consulting, analysis, property valuation, process improvement, team management, operations, and training & development.

Vince is a candidate member of the Appraisal Institute of Canada, progressing towards his professional appraisal designation [AACI], and working with a designated AIC co-signor as part of his professional development. As a co-signed candidate member, Vince is qualified to conduct all manner of reserve fund studies, insurance valuations, and other market valuation engagements. Vince’s work portfolio  addresses the full range of commercial properties with an emphasis on condominiums.

Ryan Griffiths - CWB Maxium Financial

Ryan Griffiths is the Director, Condominium Finance, at CWB Maxium Financial, a division of Canadian
Western Bank. Ryan works closely with condo boards and their communities to develop and implement
the right financial solution for their needs and specializes in arranging innovative financing for major
condominium repair and maintenance projects. As a financial expert with over 20 years of experience,
he enhances the knowledge of his clients by providing the information and tools they need to make
informed financial decisions.
 
Ryan is an active member of the condominium community and currently serves as a board member for
the Canadian Condominium Institute (“CCI”) Huronia Chapter, and on various committees for the
Toronto, Golden Horseshoe and Grand River Chapters of CCI. Ryan routinely develops materials on
financials considerations for condominium corporations, and conducts speaking engagements on
condominium finance topics at conferences and industry events across Canada.

Jeff Runnalls - Lambda Financial Consulting

Jeff Runnalls, CPA, CA, RDBA is President and Founder of Lambda Financial Consulting, at www.lambdafinancial.net. Lambda helps Condos and Property Managers maximize Reserve Funds and reduce Condo Fees through strategic fund management and GIC investments. With exclusive rates from 25+ CDIC/DICO insured institutions, we focus on higher returns and financial stability. Our services are cost-free, simplifying reserve fund management for Property Managers and Condo Boards. With a proven track record of lowering Condo Fees, we empower Condo Boards and Property Managers to grow Reserve Funds while navigating the financial landscape, ensuring a more resilient financial future for their communities.

 

Sean Eglinton - Eglinton Scott Real Estate Management & Consulting Inc

Séan has well over a decade of condominium management experience and is well versed in all aspects of front-end management. Before recently branching out on his own with Eglinton Scott Real Estate Management & Consulting Inc., he spent much of his time guiding Boards and communities through major restoration and improvement projects, contract negotiations and dealing with the day to day operations of various types of condominium corporations in the London and surrounding area.  

 He continues to enjoy his time as a CCI London Chapter Board member where his main pride and joy is the rollout of the annual golf tournament held every June.

Prior to working as a condominium manager, he spent many years in the landscape industry after having graduated from the Landscape Design program at Fanshawe College here in London. He spent years in the landscape design, construction, maintenance and management industry. He often uses his landscape and construction experience to help create comprehensive bid specifications and to guide Directors through the often confusing and overwhelming landscape of contract and project planning.

When not in the office or at a meeting, Séan prefers to spend his time with family, friends and tree lined fairways

 

Thank You to our Event Sponsor

 


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P.O. Box 51022, 1593 Adelaide Street N., London, ON N5X 4P9
Tel 519 453-0672 Email ccisw@cci-sw.on.ca