Property managers play a critical role in safeguarding the long-term financial health of the assets they oversee. In this session, David Schwindt of Schwindt & Co. CPAs will examine the intersection of capital reserve planning, fiduciary responsibility, and risk management.

Participants will learn what every property manager should know about reserve studies, reserve funding strategies, and the financial and legal implications of deferred planning. The discussion will also cover common pitfalls, industry best practices, and practical approaches for communicating reserve needs and funding strategies to owners, boards, and key stakeholders.