Home / Education & Training
Education & TrainingCivitas education is practical, plain-language, and built around the decisions volunteers and professionals are actually being asked to make. Every session is scoped with the host and adapted to the audience in the room.
A governance session is only successful if the participants leave able to do something differently. Civitas education is built around the association's own documents and situations, uses plain language throughout, and ends with a short list of concrete next actions.
Education is scoped with the host and shaped around the audience. These are the subjects Civitas covers, singly or combined into a longer curriculum for a board, a community, or a management portfolio.
Fiduciary duty in practice, the hierarchy of governing documents, the boundary between governing and managing, meeting discipline, and what the first months in the role actually require. For new and returning directors.
Reading the financial reporting package with confidence: budget development, reserve funding oversight, assessment and collection process, internal control awareness, and how to report financial information to the board and to owners.
What the governing documents establish, how decisions are made, how budgets and assessments are set, what records may be reviewed, and how to raise a concern in a way that can be acted on. Often delivered jointly with the association.
Charters, scope, and authority; running a productive committee meeting; the difference between recommending and deciding; reporting to the board; and volunteer recruitment and succession.
Agenda design, notice and quorum practice, motions and minutes, executive session practice, owner participation, and records organization, retention, and request handling.
How a budget is built and adopted, how reserve funding decisions are overseen, and how a policy differs from a rule, a resolution, and a procedure.
Who does what across the board, officers, committees, management, and vendors — and how to keep those relationships productive when a difficult issue arrives. Often taught with boards and management teams together.
Georgia-specific community-association governance education, including SB 406 readiness, taught as clearly labeled jurisdiction-specific content and kept separate from general governance practice. Education only — not legal advice.
Format, scheduling, and scope are set with the host. Education can be delivered as a single session, a short series, or an annual education plan.
Live online sessions for boards and committees, including associations with geographically distributed owners.
On-site education at the community, the management office, or a professional venue.
Facilitated sessions combining education with planning and priority-setting, scoped with the host.
Homeowner education hosted with the association, often alongside an annual or town-hall meeting.
Sessions and panels for professional organizations, industry conferences, and management company events.
Curriculum developed for a specific association, portfolio, transition, or professional audience.
A conversation with the host to confirm the audience, the governance issues in play, the format, and what success looks like. The initial governance conversation is complimentary and carries no obligation.
Material adapted to the association's structure and situation, with general governance practice kept visibly separate from jurisdiction-specific requirements.
Reference materials, checklists, and worksheets where they are part of the session, kept by participants and reusable by the association.
Questions that require legal, financial, or management licensure are identified as such and referred, rather than answered outside our scope.
Every session closes with the small number of things the group should do first.
Civitas accepts a limited number of speaking engagements each year for conferences, professional organizations, management company events, and association meetings.
Tell us who needs education and what your community is working through. We will recommend a subject and a format, and scope it with you before anything is scheduled.
Submitting an inquiry begins a preliminary conversation and does not create a professional-services relationship.