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Today Julie & Robert share transformative stories & values of courage, communication, & common sense in HOA Board Heroes they’ve encountered over the years!
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
 
Dive into the world of HOA Board Heroes! Julie Adamen shares the heartwarming transformation of a once-doubting board member, Michelle, into an invaluable ally. Michelle's keen political acumen and her exceptional communication skills played a pivotal role in addressing critical challenges in a Southern California community association. Joined by Robert Nordlund, they discuss the undeniable importance of transparency, honesty, and, above all, courage. Witness the compelling story of a recall election, the significance of consistent communication, and the underfunded reserves that many associations face. This episode doesn't just tell stories; it underscores the essential qualities of board heroes. Whether you're an HOA member or just curious, these tales of valor, common sense, and transformation are bound to inspire.

Chapters from today's episode: Set Your HOA Strategy!

00:00 Having Courage to be an HOA Board Hero 
02:29 A Surprising HOA Board Hero: Community Naysayer to Community Ally
06:26 Board’s Experience With a Recall Election in a Homeowners Association
13:34 HOA Finances, Transparency, and Growing Pains.
18:53 Sponser - Fipho Score 
19:25 HOA Board Hero Courage & Communication 
26:04 ANYONE Can be a Great HOA Board Hero 

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Explore how a unified HOA strategy bridges board member differences. Dive into vision, mission, and community growth. Embrace a united HOA community!
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In this episode, we delve deep into the intricacies of setting a unified HOA strategy. The foundation of any thriving Homeowners' Association is its vision and mission. Yet, with diverse board members bringing different perspectives, aligning everyone can be a challenge. Our discussion explores how to bridge these differences and why it’s imperative to have a common goal. Listen as we shed light on the importance of understanding the community's needs, crafting a mission that resonates with every homeowner, and fostering an environment for community growth. We'll also touch upon practical tips for communication and collaboration among board members. Whether you're a new board member trying to find your footing or a seasoned member aiming for renewal, this episode offers invaluable insights. Dive in to unlock the keys to building and embracing a united community, and how a well-crafted strategy can drive positive change.

Chapters from today's episode: Set Your HOA Strategy!

00:00 HOAs can’t succeed while they’re sinking

02:04 How to address tension in your HOA board

04:46 How to Adopt a HOA Mission & Vision

06:18 Why You Need a HOA Vision & Mission

10:49 The Rogue HOA Board Member

11:25 What You’re For VS What You’re Against

13:05 How Mission Statements Affect Your Actions

15:36 Kevin Davis Insurance

16:20 How Vision Leads to Policy & Functions

20:20 Resolve HOA Conflict Like This

23:09 The Mindset You Need to Solve HOA Issues

26:00 When You Can Change Your Mission

27:44 Unity Brings Success to Your HOA

28:58 Resources for your HOA

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Discover essential strategies to safeguard your HOA Reserve Funds with expert Dave Lynn. Prioritize safety, optimize liquidity, and ensure returns!
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In this week’s episode, we delve deep into the intricate world of HOA Reserve Funds with the accomplished expert, Dave Lynn. Dave has been at the forefront of crafting sound financial strategies for Homeowners Associations for over a decade, ensuring that communities not only have adequate funds for the future but also make the most out of their existing reserves. Join us as we discuss the importance of prioritizing the safety of these funds, learn how to navigate the complexities of liquidity management, and discover innovative ways to maximize returns without compromising on security. Whether you're a board member seeking guidance, a homeowner keen to understand how your funds are managed, or simply curious about best practices in community finance, this episode promises valuable insights and actionable advice. Equip yourself with the knowledge to make informed decisions and ensure your community's financial health

Connect with Dave Lynn:
https://www.lynnwm.com/
[email protected]

Chapters from today's episode: Keep your HOA Reserve funds safe!

00:00 Taking risks with HOA Reserve Funds is the worst decision

01:00 Introduction to Dave Lynn

02:27 The 3 priorities of HOA Reserve Fund investing

07:41 Maximizing financial liquidity

11:06 CDs & T-bills (Treasury Obligations)

13:32 Financial safety when investing for your HOA Reserve Fund

16:39 Community Financials Ad Break

17:11 Diversification of HOA assets & FDIC limit

21:54 What does it cost to get a wealth management group to work with your HOA?

28:05 What are people currently getting in 6 month, 2 year, and 3 year CDs?

29:43 Where do you go to get in contact with a wealth management company for your HOA?

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Different HOAs have unique HOA insurance needs. Dive into how lakefront townhomes differ from high rises. Understand HOA responsibilities & how to secure your community.
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Join Kevin and Robert as they venture into the intricate landscape of insurance for homeowners' associations. This episode sheds light on how a lakeside townhome in Boise doesn't share the same coverage needs as a towering condo. For board members and homeowners alike, understanding the nuances is crucial. With each HOA type presenting unique risks, Kevin highlights why tailored insurance is not just beneficial but essential. Keep your property safeguarded and your investment intact. Dive into the ins and outs of HOA insurance with us!

Chapters from today's episode: Different Types of HOAs = Different Insurance Needs

00:00 Complicated HOA Property Damage for Insurance

 00:57 What does your HOA insurance cover based on your type of community?

 08:40 HOA Liability Insurance and the HOA Board of Directors responsibilities

12:51  Insurance is for accidents, not normal life

 18:56 Things you can do to help your HOA 

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Explore the challenges of HOA Board decision-making & dive deep into the nuances of an HOA Recall Election.
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Join us as Jonathan Shan, a board member from Plant 51 HOA in San Jose, delves into his journey from tackling community bike locker thefts to navigating the complexities of HOA Recall Elections. This episode of 'HOA Board Heroes' brings to light the vital role of an HOA Board in community decision-making. Learn how tough decisions, community feedback, and unexpected challenges like the paver project and paint color controversies can lead to significant turning points in an association's governance. Whether you're an HOA Board member or a community resident, Jonathan's insights offer a unique look into the dedication and resilience needed to foster a sense of community.

Chapters from today's episode: Tough Decisions & HOA Recall Elections!

00:00 Having documentation for future HOA Board members

01:09  Doing a thankless job for you HOA

02:11 Ad break - association reserves
 
02:43 Introduction to HOA Board Hero Jonathan Shan

03:40 What motivated Johnathan to serve on his HOA Board

04:24 How much time Johnathan spends each week in his HOA Board member role & what motivates him to stay on the HOA Board

06:09 HOA Board term limitations & how it relates to financial health

07:15 What special skills Johnathan brings to his HOA Board

08:04 What Johnathan’s favorite or least-favorite things are about serving on a HOA Board
 
10:17 Johnathan’s experience going through HOA Board recall

16:15 The results of the HOA Board recall

19:20 Johnathan’s advice to anyone that is or wants to be on a HOA Board

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Today we address a listener’s question about deteriorating relationships with HOA managers. Discover the key differences between a board's role and an HOA manager's responsibilities.
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Julie’s Community Association Management Course: https://www.adamen-inc.com/page/12525~721357/cam-101-training-and-education

Today we delve deep into the concerns raised by Leslie from Texas about the challenges of deteriorating relationships with HOA managers. The episode aims to shed light on the distinct roles and boundaries between a board's obligations and an HOA manager's duties. Often, these blurred lines can lead to misunderstandings and conflicts. As we navigate this topic, listeners will gain insights into recognizing signs of a strained relationship, the importance of open communication, and the steps to take if considering a change. If you're an HOA Board Member or an HOA Manager striving for a harmonious working relationship, this episode is an invaluable resource.
 
Chapters from today's episode: Creating an Effective HOA Board & HOA Manager Relationship:

 00:00 The value of giving your HOA Managers continuing education

 01:02 A proper introduction and history to Julie Adamen 
 
 03:56 When to know when to fire your HOA Manager
 
 08:04 What to look for in the resume of a good HOA Manager
 
 11:45 What are the expectations between an HOA board and a HOA Manager?
 
 16:08 The difference between HOA policy and micromanaging HOA Managers
 
 20:41 Understanding how much time an HOA Manager needs to complete tasks
 
 24:29 How can an HOA Board be considered a good account by the management company? 
 
 31:16 Wrapping up 

Podcast Links:
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This week we explore the intricacies of HOA financial management with expert Russell Munz, and learn to transform complex reports into actionable insights.
 ❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In this episode, dive deep into the world of HOA financial management with industry expert, Russell Munz. Explore the nuances and intricacies of HOA financial strategies, tools, and best practices. Russell sheds light on the complexity of financial reports, transforming them into digestible, actionable insights. Understand the nuances of HOA budgeting, long-term financial planning, and the challenges faced by communities. Through a blend of expert analysis and real-world examples, gain a clearer understanding of how to navigate the financial intricacies of managing an HOA effectively.

Get in contact with Russell Munz about your community financials:
communityfinancials.com

Chapters from today's episode: Know your HOA's Financial Numbers!:

00:00 Making it easier for HOA boards to understand their financial reports

07:34 Only 10% of HOAs full understand their financial Reports

09:19 Why is it important for HOAs to Understand their financialreports?

11:38 How Russel walks the HOAs he services through their HOA financial reports

22:15 The importance of having a policy and procedure for collecting late HOA payments

27:07 The importance of having timely HOA financial reports

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Think your HOA is immune to Cyber Security threats? Think again! This episode dives into the 4 critical areas every community board member needs to protect from digital dangers by having cyber insurance!🔒

❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Discover the hidden risks in your HOA's cybersecurity strategy. Kevin offers his unique insights into the importance of cyber coverage - a severely overlooked aspect for many associations. Learn about the top four areas of concern for any HOA board member: protecting personal data, safeguarding association funds, securing digital equipment, and defending oneself against potential lawsuits. Kevin also highlights the dangers posed by cybercriminals who seek to exploit this vulnerability, detailing real-world scenarios in which HOAs can be tricked into giving away data or funds. Dive deep into the alarming world of social engineering and how it poses a significant threat to your community. Understand how cyber insurance coverage is an integral part of your HOA's insurance needs and why ignoring it is a risk you simply can't afford.

Chapters from today's episode: What is HOA Cyber Insurance?:

0:00 The problem with unsecured HOA data files

02:27 Why you need to be worried about not having cyber coverage for your HOA

16:54 What specifically does cyber coverage cover for your HOA?

18:19 Sponsor Break: Association Reserves

18:51 How our new ways of communication are best protected by old ways

21:14 How criminals get access to your data on site at your HOA

22:23 How doe insurance companies evaluate cybersecurity risks to HOAs and how much does it cost?

25:22 Additional reasons why you want cyber security for your HOA

29:42 Episode Recap

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Today we explore the intricacies of HOA culture & take away lessons that can bring about much-needed improvements in your community's "vibe"
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Navigate the fascinating intricacies of 'HOA culture' with our newest podcast episode. Join our thoughtful discussion that doesn't just scratch the surface, but dives into the real-world challenges and opportunities presented by Homeowners' Associations. Our guest, Jeff Westendorf, founder of West Property Management and veteran HOA board member, shares a wealth of experience about creating harmony in diverse communities and fostering a collaborative environment. Packed with practical strategies and actionable advice, this episode provides a roadmap to positive change and offers a refreshing perspective on the ways HOA's can function beyond just rule enforcement. You'll be equipped with ideas on how to cultivate better understanding, unity, and satisfaction in your neighborhood. Don't miss out on this opportunity to reshape your community's dynamics for the better -Educate, demonstrate, guide and enable the revolution in your HOA culture!

Chapters from today's episode: Transform Your HOA Culture for the Better!:

00:00 What are the laggards in your HOA? 

01:05 Introduction to transform your HOA culture for the better! 

03:17 Educate, demonstrate, guide and enable.

 09:16 What Is CAI and CMCA?

 12:54 Awareness: Are we talking about the community or the association?

 15:40 Leveraging your leverage.

 20:34 How to “enable” 

 26:20 The committee structure of a healthy association.

 33:06 The importance of getting early adopters to take action.

 37:58 Wrapping up

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From insurance nightmare to HOA victory, learn how HOA Board Hero Gabriel saved his community $1000s in insurance.
❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Today, we get back to spotlighting the unheralded heroes of Homeowners Associations (HOAs) who take on thankless yet crucial roles within their communities. Today, we bring you an inspiring story that underlines the significant difference dedicated board members can make.

Meet HOA board hero Gabriel, an elected volunteer serving on the board of Westlake Point, a townhome community in Westlake Village, California. Gabriel, an experienced real estate professional, found himself in the thick of an insurance nightmare that threatened the financial stability of his community. In the aftermath of the devastating Woolsey Fire, Westlake Point's insurance premium skyrocketed from $60,000 to a staggering $624,000, forcing a heavy special assessment on the residents and draining the reserve funds.

In this episode, Gabriel candidly shares the fascinating journey he undertook to resolve this crisis, demonstrating a remarkable display of leadership, strategic thinking, and perseverance. If you've ever wondered what the power of a determined and caring HOA community member can achieve, you're in for an uplifting ride. From navigating tough decisions to inspiring his fellow residents, Gabriel's tale is a testament to the role effective HOA board members play in fostering thriving, resilient communities.

Chapters from today's episode: Insurance Nightmare to HOA Victory:

00:00 Empower yourself with the decisions that you are able to make.

01:15 What comes to your mind when you hear the words “thankless job”? 

02:52  What first motivated Gabriel to get involved with the governance of his HOA?

05:17 Gabriel’s favorite and least favorite aspects of serving on the HOA board.

09:39 When the current board had not made a special assessment, but the past board did. 

11:23 The importance of having a healthy working relationship between HOA board members and the professional manager. 

14:05 Th

Podcast Links:
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Julie Adamen

Kevin Davis, CIRMS

Robert Nordlund, PE

Support Our Sponsors

Association Insights & Marketplace

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Kevin Davis Insurance Services

Stokelight Video & Marketing

The Inspectors of Election