Summer 2010

  Welcome to the summer edition of our company newsletter.

We have lots to share with you so please keep reading! On the technology front, CFM is investing in a new telephone system to better serve our clients. The new technology is amazing and will heighten the customer service experience to levels unequalled in the industry. We are about 30-45 days from implementation so remember to give us a call and tell us what you think… we’d love to hear from you!

We have also just launched our company facebook page and blog. Please become a fan of CFM and stay up to date on the latest news regarding the association industry and more! Click here to become a fan:

Why facebook you might ask? Click the link below to find out why… it will astonish you!

Last link… don’t miss this CAI event! ‘Back to Basics – Adapting to Today’s Realities’. Click here to learn more and let us know if we can get you registered. We’ll see you there!

Sincerely, Linnea & Stacie


FDIC Insurance Coverage
* Permanently Increased *

On July 21, 2010, the FDIC Insurance coverage was permanently increased to $250,000 per tax ID number, per institution. We previously reported to you the insurance had been increased to $250K from $100K in late 2008. The increase was temporary as part of the financial bailout bill signed by the President. This increase has been made permanent… fantastic news given the last standard had been in effect since 1980.


CFM Summer Event

CFM celebrates our employees in the summer with an event for all to enjoy, including their guests. This year we toured the Castello di Amorosa in Calistoga followed by their Royal Pairing of wines and small bites. It was a beautiful day in the wine country and a great event to celebrate our greatest assets, our people!

See what our clients are saying about us…

‘Any HOA would be lucky to have them handle their financial affairs’

I have been working with Linnea and CFM since my time at Union Bank starting in 2003. They have great integrity, think out of the box, have a very impresive background and achievements. Any HOA would be lucky to have them handle their financial affairs.

Nikki Affinito
Vice President
Union Bank

To read more client testimonials, click here

Stump the Experts  – $$$

If you have a question regarding the financial management of your association, please send an e-mail to: If your question is chosen, we will publish the information in our next newsletter.