HOA Board Trainings

HOA BOARD TRAININGS

HOA Board Basics

• So you're on the Board, now what?
• Effective Meetings
• Legal Fundamentals of Being on a Board

HOA Financial Basics

• How to Plan an Effective Budget
• Understanding Financial Statements
• Reserve Studies and Why You Need One

HOA Insurance

- Types of insurance
- Common provisions
- Claims, what you should know
- Market trends

HOA Budget Basics

What is a Budget?
Annual Budget Schedule
Budget FAQs

HOA Reserve Studies

What is a Reserve Study

Does Your HOA Need a Reserve Study?
And more about the ins and outs of reserve studies!

HOA Collections

• The HOA Collections Process
• Dealing with Delinquent Payments
• Why does HOW Your Collections Process Happens Matter

HOA Board Basics

• So you're on the Board, now what?
• Effective Meetings
• Legal Fundamentals of Being on a Board

HOA Financial Basics

• How to Plan an Effective Budget
• Understanding Financial Statements
• Reserve Studies and Why You Need One

HOA ARC

What is an ARC and what is it’s role in the community?

How are they formed?
Best practices for Consultants/Fees/Process

HOA Firewise

What is a “Firewise Designation”?
The Firewise Application Process
Tips for Meeting the Application Requirements
Resources

Firewise Website

HOA Collections

• The HOA Collections Process
• Dealing with Delinquent Payments
• Why does HOW Your Collections Process Happens Matter

HOA Effective Meetings

• Utilize Roberts Rule of Order
• Deal with Difficult Owners
• Meet The Elusive One Hour Board Meeting (And Have Fun!)

Download Parliamentary Rules PDF Below:

Download

HOA Accounting Basics

• How to Plan an Effective Budget
• Understanding Financial Statements
• Reserve Studies and Why You Need One

Accounting Basics

• How to Plan an Effective Budget
• Understanding Financial Statements
• Reserve Studies and Why You Need One

Rules & Policy Making

• Legal Duties of Board Members
• Decision-Making Authority—The Basics
• Policies, Resolutions, and Design Guidelines