By Hosts: Robert Nordlund, Kevin Davis, Julie Adamen
We exist to help all 2 million volunteer HOA Boardmembers nationwide have the right information at the right time to make the right decisions for the future of their community association. Stay wit
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Listen to how Bill Turney manages his HOA Board like a small city, ensuring transparency, professionalism, and proactive maintenance for a healthy community.
❗JOIN OUR LIVE STREAM OCTOBER 10th! 👉 https://www.youtube.com/live/aO4XBGQH_A4
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
In this episode of HOA Insights, Bill Turney shares his experience as an HOA Board Hero, managing the Park Square Co-Owners Association in Houston, Texas. With an annual budget of $3 million and a $2.2 million special assessment underway, Bill describes how he runs the board like a small city, ensuring transparency, professionalism, and a focus on long-term planning. Discover Bill's unique management style, the board's proactive maintenance approach, and how they tackle challenges like deferred maintenance and institutional knowledge gaps.
Chapters From This Week's Episode:
00:00 Elvis and TCB for HOAs
00:37 Don’t Miss Our Live Youtube Episode About Fannie Mae & The Corporate Transparency Act
02:17 Ad Break - Kevin Davis Insurance Services
02:47 Intro to HOA Board Hero Bill Turney
03:56 Bill Turney's Roll in His HOA & Why He Wanted to Serve
05:24 Bill’s Special Abilities He Brings to His HOA Boards
08:18 The Composition of Bill’s HOA Board
09:35 How Many Hours Bill Puts Into His HOA Each Week
12:48 How Bill’s Board Handles Hybrid or Virtual Board Meetings
15:46 Bill’s HOA Management Style
16:56 How Bill is Handling a 2.2Mil Special Assessment
20:35 How Bill’s Board Can Be More Adaptable
23:00 How Bill’s HOA Operates Like a Small City
27:10 Having the “Elvis Mentality” For Your HOA
Podcast Links:
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HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
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Overcome dysfunctional HOA stereotypes in your community by building trust and transparency!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Are you tired of hearing about dysfunctional HOAs? In this episode of HOA Insights, Robert Nordlund and Julie Adamen tackle the common stereotypes surrounding Homeowners Associations. They share actionable tips for board members to combat misconceptions, improve communication, and build trust within their communities. See how transparency and proactive engagement can change your HOA’s reputation from secretive and power-hungry to effective and community-focused!
Chapters From This Week's Episode:
00:00 Actively Engage With Your HOA Community!
01:07 Join Us for Another LIVE Podcast on Youtube!
01:45 Communication is Key to Fighting Stereotypes
04:10 Building Transparency in HOA Operations
06:52 Practical Ways to Engage with Homeowners
10:20 Why Board Members Need to Be More Public
13:15 Breaking Down HOA Power Dynamics
15:40 The Importance of Positive Community Actions
18:13 Ad Break - Community Financials
18:35 How to Handle HOA Misconceptions and Attacks
20:30 Tips for Running Effective Board Meetings
22:47 Transparency, Trust, and Changing Perceptions
26:15 Closing Thoughts: Building a Positive HOA Legacy
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Learn how to ensure smooth HOA board transitions with effective onboarding, staggered terms, and recruitment best practices!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
The week Melissa Garcia joins us to talk about the importance of smooth transitions within HOA boards, emphasizing the need for strategic planning and onboarding. Learn how to implement staggered terms, ensure continuity, and recruit future board members through committees and relationship-building. She also highlights the significance of off-boarding and celebrating board members' achievements. Effective transitions foster stability and efficiency within your HOA community, ensuring ongoing success!
Contact Our Guest Melissa Garcia: [email protected]
Chapters From This Week's Episode:
00:00 It’s Okay to Make Mistakes When Running an HOA
01:09 Volunteers Aren’t Perfect!
03:11 When Does Being Casual Become a Liability in a HOA?
00:00 Does Your HOA Need to Be Perfect?
05:11 How Anxiety Affects Community Associations
08:25 Legal Requirements and Mistakes in HOA Management
11:30 Impact of Agitation and Distractions in the Community
13:22 Fiduciary Responsibility and Avoiding Liability
15:57 Ad Break - Our FiPhO
16:62 How an HOA Story From Seinfeld is Rooted in Truth
17:46 Raising Assessments and Avoiding Suspicions
19:54 Importance of Clear Communication and Transparency
22:11 Why HOA Board Members Shouldn't Panic Over Mistakes
26:02 What Happens When You Don't Comply with State Laws
29:00 Final Thoughts: It's Okay to Make Mistakes as Long as You Act in the Best Interest of the HOA
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Is your HOA striving for perfection? Maybe that’s too much… Learn why it’s okay to make mistakes, as long as your HOA board fulfills its fiduciary duties!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
This week Kevin and Robert discuss why it’s impossible to have a perfect HOA. Just know this: making mistakes is okay, as long as you act in the best interest of the association and fulfill your fiduciary duties. They also cover the impact of inefficiencies on community anxiety, the role of clear communication in managing expectations, and the importance of directors and officers liability insurance to protect the board from lawsuits. Small administrative errors shouldn't cause panic!
Chapters From This Week's Episode:
00:00 It’s Okay to Make Mistakes When Running an HOA
01:09 Volunteers Aren’t Perfect!
03:11 When Does Being Casual Become a Liability in a HOA?
00:00 Does Your HOA Need to Be Perfect?
05:11 How Anxiety Affects Community Associations
08:25 Legal Requirements and Mistakes in HOA Management
11:30 Impact of Agitation and Distractions in the Community
13:22 Fiduciary Responsibility and Avoiding Liability
15:57 Ad Break - Our FiPhO
16:62 How an HOA Story From Seinfeld is Rooted in Truth
17:46 Raising Assessments and Avoiding Suspicions
19:54 Importance of Clear Communication and Transparency
22:11 Why HOA Board Members Shouldn't Panic Over Mistakes
26:02 What Happens When You Don't Comply with State Laws
29:00 Final Thoughts: It's Okay to Make Mistakes as Long as You Act in the Best Interest of the HOA
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Are you an HOA board member looking for strategies to manage a large community effectively? Jim Hopkins shares his experiences and tips for managing a 12,000+ unit HOA board!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
In this episode of HOA Insights, Jim Hopkins, a board member at Laguna Woods Village, shares his journey of managing a large HOA board. Discover the unique challenges of serving on a board for a community of over 12,000 units and the importance of patience, professionalism, and strategic planning. Learn how Jim's board transitioned to self-managed property services, the importance of proactive reserve planning, and effective communication strategies to engage 18,000 residents. Whether you're a seasoned board member or new to HOA governance, this episode provides valuable insights into managing a large HOA successfully.
Chapters From This Week's Episode:
00:00 Patience is Critical For a HOA Board Member
00:55 A Thankless Job - HOA Board Heroes
02:09 Ad Break - Kevin Davis Insurance Services
02:37 Intro to Jim Hopkins HOA Board Hero
04:04 What Motived Jim to Join a Massive HOA
05:11 The Community Structure of Laguna Woods
07:27 The Relative Ease of Getting Elected to Jim’s HOA Board
09:27 How Many Hours Per Week Jim Works for His HOA & the Personality He Brings to the Board
11:01 Jim’s Favorite & Least Favorite Parts About Being on a HOA Board
11:58 How a Post-Covid World Effected Virtual Meetings & Topics for Jim
15:09 Jim Talks About the Culture of His HOA Board
17:22 How Jim’s Association Bought Their Own Property Management Company
19:27 Jim Talks About How Well Funded His Associate is
26:02 What Jim and His HOA Board Are Focused on For Next Year
28:52 Jim’s Words of Advice for Other HOA Boards and Their Members
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Is your HOA board showing signs of dysfunction? Learn how to identify and address common issues that affect community associations!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Julie Adamen and Robert Nordlund share from their past years of HOA experience the telltale signs of a dysfunctional HOA board. Learn about the importance of board members fulfilling their duties, such as maintaining community assets and finances, and the impact of internal political factions, stagnant dues, high board member turnover, and poor communication. See how you can turn your dysfunctional HOA community around with the benefits of strategic planning, forming committees, and maintaining good relationships with service providers!
Chapters From This Week's Episode:
00:00 Does Your HOA Community Have This Sign of Dysfunction?
03:25 What Does a Dysfunctional HOA Board Look Like?
05:18 Major Board Dysfunction #1 - Having Silos in Your Community
08:42 Major Board Dysfunction #2 - HOA Dues That Haven’t Changed in Years
11:42 Major Board Dysfunction #3 - High HOA Board Turnover (And Also the Opposite)
17:46 Major Board Dysfunction #4 - If There’s Little to No Communication From the Board to the Community
19:44 Ad Break - Community Financials
20:14 What Happens When You Don’t Have Open Board-to-Community Communication?
27:46 Maintaining Good Relationships With Business Partners and Vendors
29:28 The One Thing You Can Do to Start Eliminating Dysfunction in Your HOA
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
This week we look at the rising trends in HOA Insurance Claims for discrimination, harassment, and bullying (and how to avoid them!)
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
HOA claims are on the rise! Are you facing neighbor disputes, harassment, or discrimination in your community? In this episode, Kevin Davis and Sherry Branson go into the legal aspects of HOA claims, how protect yourself from costly legal battles, and tips for maintaining a harmonious neighborhood and resolving conflicts peacefully.
Chapters From This Week's Episode:
00:00 The one red line you don’t cross at an HOA
02:57 The increases in HOA neighbor-to-neighbor disputes
06:01 How disputes become really expensive HOA claims
08:38 How bullying disputes grow
11:43 How disappointment can turn into a defamation claim
18:42 Ad Break - Association Reserves
19:16 Having a policy for harassment, discrimination, and bullying in your HOA
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Wanting to avoid costly HOA lawsuits? Today we’re giving some expert tips on financial planning, governance, and effective communication to help your community associations!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
So you’ve heard of these costly HOA Lawsuits… Maybe your community has already gone through one. Well, today we hope we can help (and prevent) these scenarios from happening! Kevin Davis and Sherry Branson break down the critical steps homeowners associations must take to avoid costly lawsuits. From understanding fiduciary duties to dealing with deferred maintenance, this conversation highlights the importance of financial planning, clear communication, and strong governance. Learn how selective enforcement can lead to legal issues and why maintaining transparency with homeowners is key. If you're a board member or involved in HOA management, these insights could save your community from financial headaches and help build a more harmonious environment!
Chapters From This Episode:
00:00 Things that get an HOA in trouble…
02:36 Pressing trends & issues facing HOAs for larger lawsuits
03:53 Breach of Fiduciary Duty Claims
07:58 Problems come into play for HOAs when it comes to deferred maintenance
13:51 Selective Enforcement - You’re gonna have a bad time
19:13 Ad Break - FiPhO Score
19:45 Tips to deal with financial issues and reducing a claim size
26:18 Communication Tips for HOAs (Stop these issues before they happen!)
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
Are you still thinking like a homeowner while you're on the board? Watch as we show you how to manage your HOA like a business!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Your HOA is a community with real people, real finances, and real problems that need solutions. So what can you do as a board member to get ahead? It starts with changing your management mindset to fit a multi-million dollar business. Your are managing HUGE, EXPENSIVE assets. It's time to start treating your role as such and revamp your board. Learn the importance of full communication with all who are involved and affected by board decisions, assessments, and ignored deterioration. Take these tips with you to start managing your HOA like a business.
Chapters
00:00 Intro to How to Manage HOA Like a Business
02:52 Meet Kay & Her HOA
03:47 Why Be a Board Member
05:30 Best & Worst Parts of Being a Board Member
06:05 HOA Meeting Problems
07:07 California’s New HOA Water Use Law
08:17 Past Board Failures (Assessments & Reserves)
09:04 HOA Board Wins
11:35 Is Our HOA Funded Enough?
15:26 Restating 20yr Old Governing Documents
16:47 Communicate with Owners AND Tenants
18:21 The Best HOA Management Mindset
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Send us a text
This week we equip you with insights on the top leadership qualities essential for HOA board members to effectively serve their communities
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Robert sits down and talks with special guest Kelly Zibell about the crucial leadership qualities for HOA board members. Learn about the four C's of HOA leadership: competence, character, courage, and collaboration. See how confidence, commitment, courage, and connection also play vital roles in effective board leadership. Additionally, Kelly explains the importance of strategic planning, prioritizing community needs, and making tough decisions.
Chapters
00:00 Being on a HOA Board is a Privilege
03:50 The Essential Traits of Great Board Members (The Four Cs)
05:40 Being Confident in Stressful Moments for Board Members
06:20 Commitment and Strategic Planning
12:18 Consistency and Continuity for Your HOA
14:04 Courage in Decision Making in Tough Times
17:47 Connection with Community and Other HOA Leaders
18:00 Ad Break - Community Financials
18:35 Developing Leadership Traits
22:57 Curiosity and Continuous Learning
27:47 Certificates vs. Essential Traits
30:49 Closing Thoughts
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
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