HomeResourcesWebinars & events

Live conversations on the things boards are actually working through.

Practical webinars led by our team and trusted partners — reserve planning, governance, financial strategy. Free to attend, no marketing fluff, real Q&A from the people on the line.

Upcoming

No live sessions on the calendar right now.

We run about one webinar per quarter. Subscribe below and we'll send the invitation a few weeks ahead of the next one.

More dates coming

One webinar per quarter — on the topics boards are weighing in real time.

Insurance market shifts. Reserve-study readiness. CIOA updates. Capital-project planning. Subscribe to the quarterly newsletter and we'll send the invitation a few weeks ahead.

Subscribe to updates

On-demand archive

Recordings appear here after each session.

Past webinars and their slide decks are posted here, free to share with your board. The June 3 session is now available to watch on demand.

June

Wednesday

2026

Past session · on-demand

New Fannie/Freddie reserve requirements: can you ignore them?

An hour with reserve-engineering and management practitioners on the new 15% reserve requirement — what it actually says, where boards get it wrong, and what to prepare for now.

Microsoft Teams · online 60 minutes incl. Q&A Board members & managers

Presenters

Douglas Newman President & CEO, CPE

Nik Clark Partner · Reserve consulting

John Ross Industry guest

Available on demand Watch the recording

For boards considering a change

Your board deserves a partner — not an order-taker.

If your community is ready for clearer communication, stronger planning, and dependable execution, we'd welcome a conversation. No pitch deck — just a candid discussion of where you are and where you'd like to be.

Schedule a conversation Ask about our 87-step transition