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Learn vital HOA board member roles & how to lead with honesty. Improve your community with expert tips.
❗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 Julie and Robert to take a deep look at HOA board member responsibilities. Explore the significance of truthfulness, commitment, and the power of effective communication in community management. Gain practical advice on how to attract and recruit the right candidates for your board, understanding the intricacies of roles, responsibilities, and the crucial need for transparency. Discover how to navigate personal agendas, promote common sense decision-making, and the importance of moving forward as a united board. This guide is an invaluable resource for current and prospective HOA board members committed to building a thriving, well-managed community.

Chapters from today's episode: HOA Board Member Job Descriptions

00:00 Truthfulness in HOA board member commitment
02:04 How to describe an open a HOA board member position attractively enough
04:50 Leave nothing to hide in your HOA Board member position
08:55 Communication and transparency in homeowners associations
15:55 Bringing common sense and care to your HOA Board
21:48 Ad Break - Kevin Davis Insurance Services
22:17 What’s really the job of a HOA Board Member?
27:35 HOA governance policies and best practices

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Learn the key responsibilities and rights for HOA board members. We’ll show you how to maximize your board's effectiveness and explain your exact role!
❗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/

Jump into the world of HOA board governance in our latest episode of HOA Insights. Today we’re diving into the complexities of managing homeowners associations. From the basics of understanding laws and documents, to mastering decision-making and compliance, we cover every angle for new and existing board members. Featuring consulting expert and seasoned HOA board member, Tom Connolly, take away his advice and practical tips today. Learn about the importance of relying on professional experts in every field, navigating board disagreements, ensuring transparency, and prioritizing the community's greater good. Whether you're a new board member shocked by the responsibilities or an experienced member seeking fresh perspective, we’ll provide invaluable wisdom to make your tenure successful and impactful.

Connect with Tom Connelly:
[email protected]

Chapters from today's episode: On The HOA Board? Now What?

00:00 Intro to being on the HOA Board
02:17 About Tom Connelly
03:01 Dealing with a Divided HOA Board
04:32 Reasons for Joining HOA Boards
07:47 What New Board Members Should Know
13:44 Understanding HOA Responsibilities
15:34 Community Financials Ad Break
16:11 Making HOA Decisions for the Greater Good
19:33 Using The Business Judgment Rule
23:24 Board Member Roles: You Need True Experts
25:26 Deferred Maintenance
26:23 The Rights of the HOA
30:09 What Isn’t Your Role as a Board Member

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Equip yourself with key strategies to prevent HOA lawsuits and maintain peaceful community living!
❗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/

Learn how to steer clear of HOA lawsuits in our comprehensive guide for board members. Kevin Davis and Robert Nordlund lay down the common causes of legal disputes in HOAs, including breaches of fiduciary duty and failure to maintain issues. Understand the critical role of communication and expert advice to avoid conflicts within your association. Gain insights into the top challenges facing HOA board governance, such as selective enforcement and common area management. Join us to explore effective tactics for reducing community tension, handling conflict resolution, and prioritizing homeowner satisfaction!

Chapters from today's episode: How To Avoid HOA Lawsuits

00:00 Intro to avoiding HOA Lawsuits
02:20 Common reasons for lawsuits against HOAs
08:03 Reducing conflict in a community association
18:48 HOA board member duties and potential legal issues
19:41 Association Reserves Ad Break
20:13 HOA board member duties and potential legal issues CONTD 
23:33 Association management, rules, and liability
25:11 Having a clear policy for handling conflict
27:31 Differences between types of associations

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On this week’s special “HOA Board Heroes” episode listen to Carol Laurence's journey, challenges, and advice as a dedicated HOA Board member in Pasadena.
❗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 for “HOA Board Heroes” we interviewed Carol Laurence, a passionate HOA Board member from Pasadena's Allen Ave Square North. Carol has faithfully served her community for decades, tackling challenges with kindness and dedication. Through the ups and downs of property management, dealing with negativity, and ensuring transparency in the association, Carol stands as a beacon of service.

Chapters from today's episode: HOA Board Heroes - Faithful Service to the HOA Community

00:00 Always be kind to everyone in your HOA Community
02:03 Ad Break - OurPHIPHO.com
02:35 HOA Board Hero Introduction - Carol Laurence
03:42 What motivated Carol to join her community’s HOA Board 
04:33 What are the term limits on Carol’s HOA Board & How many hours did she invest per week
06:05 Carol’s perspective on her HOA’s financial Health
06:56 Carol’s favorite and least favorite parts of serving on her HOA Board
08:10 What is the culture at Carol’s HOA 
10:31 HOA board meeting challenges and successes.
12:00 Carol’s biggest challenges being on her HOA Board

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Today we'll learn how you can best support HOA board volunteers. Learn about intentional community management, volunteer retention, and effective committees.
❗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 Adamen and Robert Nordlund unpack the pivotal role of HOA board volunteers. From nurturing a healthy pool of volunteers and ensuring accountability, to leveraging their skills effectively in committees, every association needs a solid volunteer foundation.

Click Here For Julie's Committee Guidelines Handout 

Chapters from today's episode: Care for your HOA Board Volunteers!

00:00 Start a positive culture for your HOA Volunteer Board 

01:14 Maintaining a healthy pool of volunteers for HOA community associations

04:21 What drew Julie in to volunteer for her first HOA board

09:28 How to draw in more neighbors to help with lower-lift HOA volunteer opportunities

11:37 How to create a satisfying experience for HOA Board Volunteers

15:56 Kevin Davis Insurance Services Ad Break 

16:04 What does HOA Board Volunteer recruitment look like? 

21:01 Grooming committee members for future HOA Board positions

25:13 Creating a positive community culture through intentional management
 

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Make sure you’re prepared with today’s episode all about HOA emergency planning!
❗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 we prepare our listeners for of HOA emergency planning tailored for community associations. In this episode, we navigate the challenges of emergency preparedness, from understanding the nuances of wildfire prevention to establishing robust emergency response systems. Learn the importance of tailoring evacuation plans and setting up rallying points for various association types. Gain insights from high-rise building emergency protocols, and understand the vital role of on-site management. Hear from seasoned experts, including Airielle Hansford, Vice President of First Service Residential, and Robert Nordlund, as they shed light on fostering community involvement and the significance of regular drills and communication plans. Equip yourself with the knowledge to ensure the safety and resilience of your community association.

Chapters from today's episode: HOA Emergency Planning For Your Community! 

00:00 You always need to be prepared for any HOA emergency
02:38 HOA Emergency planning and disaster preparedness for wildfires
04:45 The difference between natural and man-made disasters 
08:38 The importance of having good relationships with neighboring communities for disaster preparedness
11:19 Creating Assembly/Rally Points for your HOA 
15:33 Having the right preparedness resources for your HOA community 
17:43 Community Financials Ad Break 
18:43 Who sets up emergency procedures in your HOA community? 
23:43 Look to your community for potential emergency preparedness skills
29:07 Do communities do fire drills? 

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Today we explore rising HOA Insurance premiums, their causes, and strategies for cost management. Get insights on expert help & budgeting for community associations!
❗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/

Kevin and Robert look at the intricacies of rising HOA Insurance premiums in this episode. Unearth the primary causes behind these surges, ranging from increasing construction costs, fierce market competition, to inflation. Hear firsthand from industry veterans on the challenges the insurance sector faces, particularly with the rising claims from natural disasters and the current competition-driven market scenario. Dive deep into the heart of community association financial planning, understanding the pitfalls of unexpectedly high premiums and the strain they can impose. Learn about the value of collaborating with insurance specialists and the risks associated with a DIY approach. By the end, you'll gain a comprehensive grasp on effective budgeting techniques, the significance of shopping with a knowledgeable provider, and how to ensure optimal insurance coverage for your community association. A vital listen for any HOA board member navigating the turbulent waters of insurance and budgeting

Chapters from today's episode: How Are We Going to Pay for HOA Insurance?

00:00 How on earth can you pay for HOA Insurance nowadays? 
02:14 Why inflation is pumping up HOA insurance rates and premiums
06:55 Insurance industry challenges and rate increases
11:55 Budgeting HOA insurance costs
15:19 Ad Break - Association Reserves
15:52 Is there a magic solution to budgeting for your HOA insurance prices? 
18:16 How to find a HOA community specialist
22:38 The current state of HOA Insurance rates and competition
27:33 Episode Wrap Up

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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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The Inspectors of Election

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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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The Inspectors of Election

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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?

Podcast Links:
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Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]

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Julie Adamen

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Robert Nordlund, PE

Support Our Sponsors

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Stokelight Video & Marketing

The Inspectors of Election