After a careful market review, we are excited to announce that Trestle will migrate to Reef Point Technology’s Caliber software effective January 1, 2012. We believe the innovative features of Caliber will allow us to better serve our associations’ needs and create even greater value for your association.
All association accounting will be on Caliber on January 1, 2012. We expect the migration to be complete by the end of January 2012.
Trestle has heard many requests from homeowners for flexibility in the date automatic assessment payments are charged to their bank account. Effective immediately, homeowners in Trestle-managed communities may now schedule recurring, automatic payments on their chosen day of the month via Mutual of Omaha Bank's Online Payments.
Other improvements relative to the bank's prior one-time payment eCheck page are a dramatically improved user interface, and reduced data entry for those that choose to create a homeowner profile. Pay your assessments automatically, on your schedule and via your chosen bank account or credit card!
Payment of your assessment via automatic ACH is by far the most reliable, timely and secure method by which to make your assessment payments and is the least expensive payment method for your association to process.
See our Online Payments page fore more information, enrollment instructions and a link to Mutual of Omaha Bank's secure Online Payments page.
TCM Principal Julianne Rossiter, CMCA, AMS will co-present Budgeting Basics, Financial Controls and New Legislative Requirements for WSCAI on September 10, 2011 in Bellevue, WA. Her co-presenter will be Catherine Kuhn, CPA, Cagianut & Company CPA.
Covered in the class will be:
- Accounting methods
- Budgeting models and requirements
- Steps to developing accurate operating and reserve budgets
- Comparison of actual performance versus budget to gain a realistic picture of your financial position.
- Tips for a successful budget meeting and tools for educating owners about the costs of operation.
- Steps for meaningful financial controls, and the basics of audits and the auditing process.
This budget class is in its ninth year, and is one of CAI’s most popular classes. Be ready for an interactive session with plenty of opportunity to ask questions and discuss issues facing your community.
Get more information and register for this class today!
Get a copy of the presentation slides.
TCM Principal David Rossiter has been appointed as Chair of WSCAI's Electronic Media & Technology Committee (EMT).
The Committee's primary purpose is to explore the cost-effective delivery of content by WSCAI to its members and prospective members using technologies, and make recommendations to the Chapter regarding implementation.
Company Principal David Rossiter taught CAI's The Essentials of Community Association Volunteer Leadship (CAVL) course for the Washington State Chapter of CAI in Bellevue, WA on January 29, 2011.
The purpose of this course is to introduce community association leaders to the operation of community associations and to encourage them to seek additional information. This course will focus on the following:
- Legal Foundation
- Organization
- Finances
- Problem Solving
- Hiring a Professional Team
- Creation and Enforcement of Restrictions
- Maintenance
Register for the course!