Board CertificationBoard Member Essentials

CIC-BOS Foundations · Level 1

Board Member Essentials

The six-hour foundational certification for volunteer board members. Covers every governance topic a new director must understand to fulfill their fiduciary duty and govern with institutional credibility.

6 hrs
Instruction
7
Sections
6.0
CE Credits
Self-paced
Format
About FOAM Learning

What's Included

  • Seven sections of structured governance instruction
  • 18 video lectures with written frameworks
  • Six Quick Reference cards (one per core section)
  • Practical application assignments
  • Capstone integration plan exercise
  • Final knowledge assessment (80% pass mark)
  • CIC-BOS Foundations credential (6.0 CE)
  • CICSC public credential registry listing
  • Certificate of completion
  • Lifetime access to course materials
Individual Enrollment$249

One-time enrollment. Lifetime access to course materials.

What You'll Be Able to Do

Board Member Essentials is built on practical governance competency, not passive reading. On completion, you will be able to operate as a credentialed director in every core governance context.

  • Identify and fulfill your fiduciary duties in every board decision
  • Navigate your governing documents and know when to call counsel
  • Read monthly financial statements and ask the five questions that matter
  • Evaluate your association's reserve fund against the CICSC benchmark
  • Chair or participate in a properly noticed, quorum-valid board meeting
  • Review vendor contracts against the five key provisions

About the Credential

CIC-BOS Foundations

The CIC-BOS Foundations credential documents that you have completed structured governance education covering the full foundational curriculum. It is suitable for association records, director portfolios, and management company training programs.

DesignationCIC-BOS-F
CE Credits Awarded6.0
Pass Mark80% on final assessment
Retakes AllowedUp to 3
Renewal Period4 years
RegistryCICSC Public Credential Registry

Course Curriculum

Seven sections. Six Quick Reference cards. One capstone integration exercise. Authored by Ian Knight (MBA, CMCA®, AMS®, PCAM®) and built on the Fundamentals of Association Management framework.

01

Section 01What You Just Signed Up For

1.0 CE
What a Community Association Actually Is
Your Fiduciary Duty and Personal Liability
D&O Insurance: How It Protects You
The Three Things Every New Director Must Do in the First 30 Days

Includes: Quick Reference: What Every New Director Should Know in the First 30 Days

02

Section 02Reading the Rule Book

1.0 CE
The Governance Hierarchy (and Why Order Matters)
Navigating Your Declaration in 30 Minutes
What Bylaws Actually Govern
When to Call Your Association Attorney

Includes: Quick Reference: Governance Hierarchy and Document Navigation

03

Section 03Money on the Books

1.0 CE
The Two Financial Statements Every Board Member Must Understand
Aged Receivables: The Leading Indicator Most Boards Ignore
Reserve Fund Health: How to Calculate Your Funding Ratio
The Five Questions to Ask at Every Board Meeting

Includes: Quick Reference: Five Financial Questions Every Board Member Should Ask Monthly

04

Section 04Insurance Without the Jargon

1.0 CE
The Four Exposures Every Association Carries
Property Insurance: Replacement Cost vs. Market Value
Liability, D&O, and Fidelity Coverage Explained
The Annual Insurance Renewal Meeting

Includes: Quick Reference: Insurance Renewal Checklist and Coverage Verification

05

Section 05Running a Real Meeting

1.0 CE
The Three Elements That Make a Board Meeting Valid
Motion Discipline: How to Take a Proper Vote
Executive Session: When You Can Use It and When You Can't
Minutes That Actually Protect the Board

Includes: Quick Reference: Board Chair Meeting Checklist and Annual Meeting Script

06

Section 06Managing the Manager and the Vendors

1.0 CE
The Agency Relationship: What Your Manager Can and Cannot Do
The Five Contract Provisions That Matter Most
Vendor Selection Without the Conflicts
Capital Projects: The Oversight Checklist

Includes: Quick Reference: Vendor Vetting Checklist and Contract Review Framework

07

Section 07 — Capstone: Your First 90 Days

Final Assessment
90-Day Governance Integration Plan
Applying the Five Monthly Questions
Documenting Your First Year
Final Knowledge Assessment (80% pass mark)

Includes: Quick Reference: First 90 Days Governance Onboarding Plan

Enrollment Options

Individual enrollment for volunteer directors. Group pricing for boards enrolling together. Annual licensing for management company training programs.

Individual Enrollment

$249one-time

Full six-section program with all Quick Reference cards, final assessment, and CIC-BOS Foundations credential.

Association Group

$5993 seats

Enroll your full board together. Three seats, shared association dashboard, individual credentials on completion.

Management Company

$1,499per year · 25 seats

Annual license for portfolio managers. Covers up to 25 staff. Includes management reporting dashboard.

Frequently Asked Questions

How long does it take to complete?

Board Member Essentials is designed for six hours of instruction across seven sections. Most participants complete the program over two to four weeks, working through one section per session.

What is the final assessment?

The capstone section includes a final assessment covering all six core sections. A passing score of 80% is required to earn the CIC-BOS Foundations credential. You may retake the assessment up to three times.

Who authored the course?

Board Member Essentials is authored by Ian Knight (MBA, CMCA®, AMS®, PCAM®) and built on the Fundamentals of Association Management framework. The content reflects current Texas statute, CICSC governance standards, and professional management practice.

What do I receive when I complete the program?

You earn the CIC-BOS Foundations credential (6.0 CE credits), a certificate of completion, and a listing in the CICSC public credential registry. Your credential is verifiable at cic-sc.org/verify.

How long is my access to the course materials?

Your enrollment includes lifetime access to the course materials, including all six Quick Reference cards and any future content updates to the program.

Does this count for continuing education credit?

Board Member Essentials awards 6.0 continuing education credits recognized within CICSC's independent credentialing program. CICSC is not affiliated with CAI or CAMICB; this credential is a CICSC professional development certificate and does not constitute CAI or CAMICB credit unless separately accepted by those organizations.

Earn Your CIC-BOS Foundations Credential

Six hours of structured governance education built for volunteer board members.

Individual enrollment · $249 · Lifetime access

Questions? Contact us or schedule a consultation.

Disclaimer: CICSC provides educational resources, governance standards, and practical advisory support. CICSC does not provide legal advice, accounting advice, tax advice, engineering advice, insurance advice, or reserve study services. Board members and associations should consult qualified professionals for matters requiring professional judgment or legal interpretation.