Linnea is Past Chairperson of the CAI National Accountants Committee.
Author and instructor of “Financial Management for California Common Interest Developments” and the original “Ethics for California Community Association Managers”, two of the six core courses required to achieve the CCAM. This is the only professional certification for this industry specific to California managers. Linnea also authored “Advanced Budgeting for CIDs” and co-authored the newest course “Interpreting Association Financial Statements” for CACM. Linnea continues to work with CACM to update these courses as changes to the laws require.
Linnea was a senior Instructor for CAI’s PMDP (Professional Management Development Program) courses. These courses are required for any manager who wishes to apply for the prestigious national PCAM designation.
Linnea was elected to Chair the Executive Committee and Board of Directors of CACM in February, 2004. She served two terms in that capacity. After thirteen years on the board of directors, Linnea chose to leave the board and pursue community service.
Over the last 47+ years of professional financial management, Ms. Juarez has provided expert witness services, mediation, and forensic reconstruction of association books and records to assist the association in proving embezzlement of association funds. Her advice is often sought by attorneys specializing in CID law.
Often sought as a speaker by various organizations, Ms. Juarez has lectured on such subjects as “Reading and Understanding Financial Statements”; “Budget Preparation and Distribution”; “Reserve Funding and Investment”; “Board of Directors Responsibilities in Relation to the Financial Management of Common Interest Developments”; “Ethics of Management”; “Assessment Collection and Special Assessments”.