Secure the budgetary constructions of the managing agent and the property management board
This training course gives you the keys to explaining accounting elements to co-owners, identifying financial situations at risk and proposing appropriate action, particularly to members of the syndicate council.
INTER
IN-HOUSE
CUSTOM
Practical course in person or remote class
Disponible en anglais, à la demande
This training course gives you the keys to explaining accounting elements to co-owners, identifying financial situations at risk and proposing appropriate action, particularly to members of the syndicate council.
At the end of the training, the participant will be able to:
Draw up N+1 and N+2 current expense budgets based on accounting schedules
Analyze appendices in terms of annual trends
Present accounts to be approved and accounts in progress
Analyze financial information and define actions to be taken accordingly
Intended audience
Assistants, managers, condominium lawyers, union council members.
Prerequisites
Basic knowledge of condominiums, their organization and the players involved.
Practical details
Case study
Work on accounting entries, analysis of accounting schedules.
Teaching methods
active
Course schedule
1
Understanding the fundamentals of accounting
Identify the legal and regulatory framework for condominium accounting
Define how commitment accounting works
Distinguishing accounting classes specific to condominiums
Make accounting entries
Exercise
Make simple entries (co-owner account/vendor account).
2
Approve accounts and draw up budgets using accounting appendices 2 and 3
Submit accounting schedules to obtain approval of current accounts N
Build the N+2 budget forecast using accounting data
Update the N+1 budget using Appendix 3 and justify budget assumptions to co-owners.
Role-playing
Analysis of accounting schedules.
3
Present and have approved the work accounts with appendices 4 and 5
Identify the accounting specificities of works operations
Present appendix 4 to validate the closed work accounts
Present note 5 on work in progress (work in progress at balance sheet date)
Case study
Analysis of actual accounts.
4
Identify financial issues using Appendix 1 and define corrective actions
Read the key financial indicators in Appendix 1
Analyze the condominium's financial situation
Identify potential financial imbalances and risks
Propose appropriate corrective measures
Case study
Analyze real-life accounting schedules in a professional situation.
Publication date : 02/16/2026
PARTICIPANTS
Assistants, managers, condominium lawyers, union council members.
PREREQUISITES
Basic knowledge of condominiums, their organization and the players involved.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES • The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
Dates and locations
Select your location or opt for the remote class then choose your date.
Remote class
Dernières places
Date garantie en présentiel ou à distance
Session garantie
No session at the moment, we invite you to consult the schedule of distance classes.
14
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.