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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!)

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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

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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

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Are you fearing how to pass a HOA special assessment? Today Robert and Julie discuss strategies to pass any special assessment with ease and transparency.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
✅  Get your resource for special assessment success hints 👉 Adamen, Inc. - NewsLine Vol. 27 No. 06

 If you’re stuck on passing an HOA special assessment, this is an episode for you! Julie Adamen and Robert Nordlund share their expert insights on how to manage these challenging situations with transparency, clear communication, and strategic planning. Learn the importance of building alliances within your community, engaging in regular and proactive communication, and having a well-prepared plan to address potential crises. Understand how to create standardized talking points, hold informative town hall meetings, and respond effectively to homeowner concerns. We hope we can equipment you to become adept at guiding your board through the complexities of special assessments and securing your community's financial future!

Could your Board use expert help in getting a special assessment passed? Consultant Julie Adamen is available to assist your Board with this, or myriad other issues. Contact her at [email protected]

Chapters From This Week’s Episode:

00:00 – Your Board Must be United for a Special Assessment
01:10 – How do You Pass a Special Assessment?
05:02 – Communicating Urgency
07:18 – Recruiting Allies
09:45 – Belief and Fiduciary Duty
12:27 – Engaging Community Volunteers
15:16 – Ad Break - Association Reserves
15:47 - Getting Different Points of View From Your Association
22:20 – Handling Questions and Objections about Special Assessments
26:17 – Robert’s story on a failed assessment turned success 
29:32 – Closing Thoughts

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Robert Nordlund, PE

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The Inspectors of Election

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How is HOA legislation created anyway? Tune in as we unveil the federal and state HOA lawmaking process and how YOU can get involved!
 ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

What's really behind HOA legislation? Whether it's at the federal level or state level, there's far more to it than you think... Join us as we sit down with Dawn Bauman from CAI as she reveals the HOA lawmaking process - how HOA legislation is created, who is involved, the top HOA issues right now, and how you the board members or owners can get involved for community associations everywhere!

Take Action for Your Community: www.caionline.org/takeaction
Get In Touch with Dawn: [email protected]

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The Inspectors of Election

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On July 8th, HOA members asked their burning questions about managing their HOA. This is the edited version of our live show for you to hear all the questions and answers! 
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Stop wondering what your next step in developing a funding plan should be. Take out the guesswork when it comes to handling your HOA insurance claim. Not sure how to deal with objections from other board members? We'll help you put that to rest too. listen to the recorded live episode of HOA Insights with Robert Nordlund of Association Reserves, Kevin Davis from Kevin Davis Insurance Services, and Julie Adamen from Adamen Inc! Get your HOA questions answered and everything you need to know to run your community association smoothly into the future.

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Robert Nordlund, PE

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The Inspectors of Election

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This week we meet HOA Board Hero Carol as she talks about how to establish HOA Board Continuity!
  ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
❗JOIN OUR LIVE STREAM JULY 8th! 👉  https://www.youtube.com/live/9oouClT3fYQ

In this HOA Board Hero episode we welcome Carol as she talks to Robert about the remarkable efforts of volunteer board members, showcasing strategies for ensuring HOA board continuity. Learn how to become an HOA Board Hero by fostering professionalism, patience, and grace in board memberships. Discover the pivotal role of building captains in identifying maintenance issues, the importance of understanding board roles, and the impact of effective communication and collaboration. See how Carol’s board handles unique challenges at Plantation South, from limited resources to homeowner disagreements. We also cover going into the necessity of regular reserve studies, budgeting challenges, and prioritizing maintenance to avoid costly future repairs.

Chapters From This Week’s Episode:

00:00 Patience and Grace in Volunteer Board Memberships
01:03 HOA Insights Merch Store Announcement
02:52 Come to Our Live Stream!
 03:36 Ad Break - Community Financials
04:07 Meet Carol
05:07 Motivation to Join the Board
06:17 Time Commitment as a Board Member
07:34 Personality and Attributes Carol Brought to the Board
08:15 Carol’s Favorite and Least Favorite Aspects of the Job
09:31 Challenges with Board Meetings
11:00 Building Captains Concept
12:09 Board Culture and Meeting Challenges
14:11 External Forces Affecting Board Discussions
15:32 State of Carol’s Association Reserve Funds
17:23 Special Assessments History
19:22 Mediating Disagreements
21:28 Property Management and Board Interaction
23:04 Future Vision for the Board
24:42 Advice for Other Board Members

Podcast Links:
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Julie Adamen

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Robert Nordlund, PE

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Association Insights & Marketplace

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Kevin Davis Insurance Services

Stokelight Video & Marketing

The Inspectors of Election

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What are the biggest HOA trends you need to know about? Get ready for the future of HOAs as we discuss proactive measures, risk management, and maintaining community associations to ensure their longevity and success!
 ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
❗JOIN OUR LIVE STREAM JULY 8th! 👉  https://www.youtube.com/live/9oouClT3fYQ

In Episode 59 of HOA Insights, join Kevin Davis and Robert Nordlund as they explore the big trends and future of HOAs. They emphasize proactive measures, risk management, and maintaining a safe and secure environment. Learn about budgeting, strategic planning, reserves, and practical legal advice to navigate HOA governance. Discover the latest HOA trends, the importance of taking care of association assets, fostering neighborly relationships, and addressing midlife challenges of community associations. Don't miss their valuable insights on the need for proactive management and change adaptation to ensure longevity and success. Get ready for the future of HOAs!

Chapters From Today's Episode: 

00:00 - The Midlife Crises of HOAs
01:48 - Take Part of Our Live Stream Ask Us Anything!
03:38 - Audience Question from Sarah
05:07 - Importance of Community Living
07:20 - Three Key Responsibilities of Board Members
09:56 - Managing Aging Associations
11:50 - Informed Board Members Make Better Decisions
15:03 - Preparing for Aging Residents
17:47 - Importance of Reserves and Maintenance Plans
19:42 - Addressing Advanced Deterioration and Financial Issues
20:43  - Ad Break - Association Reserves 
22:30 - Borrowing Money and De-Conversion Options
25:52 - Realities of Aging Associations
27:10 - Closing Thoughts

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The Inspectors of Election

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Learn how to easily lower your HOA insurance costs with proactive risk assessments and maintenance tips in this episode.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
❗JOIN OUR LIVE STREAM JULY 8th! 👉  https://www.youtube.com/live/9oouClT3fYQ

In Episode 58 of HOA Insights, we dive into strategies for lowering HOA insurance costs with insurance expert Kevin Davis. Learn how proactive risk assessments and maintenance can make your HOA a preferred client and reduce premiums. Discover practical tips for board members to minimize risks and save money on insurance. 

Chapters from Today's Episode: 

00:00 Do a risk assessment for your community! 
01:03 Go to Our HOA Merch Store! 
02:43 New Live Stream Episode July 8th! 
03:38 Listener question - How can you lower rates for HOA Insurances? 
05:10 You CAN compete for a lower HOA Insurance Rate 
07:32 Doing a Formal Risk Assessment annually 
13:47 Insurance Services Can’t Make Money Lately Due to Communities Not Having Reserves 
15:02 Ad Break Our FiPhO 
15:33 What are credits and debits for insurance? 
22:41 Having Security Helps Insurance costs! 
26:47 The Key Thing is This…. 

Podcast Links:
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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

Kevin Davis, CIRMS

Robert Nordlund, PE

Support Our Sponsors

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Kevin Davis Insurance Services

Stokelight Video & Marketing

The Inspectors of Election

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Discover when is the right time (and how) to retire an HOA committee!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In Episode 57, we explore the delicate process of retiring an HOA committee. Join Robert Nordlund and Julie Adamen as they discuss how to recognize when a committee has served its purpose and how to respectfully disband it. Learn the importance of clear communication, appreciation for volunteers, and creating a positive community culture. 

Chapters from this episode:

00:00 Introducing HOA Merch Shop!

00:31 Be Honest About Time Commitment

01:41 Listener Question - How do we fire an HOA Volunteer?

06:35 Repopulating an HOA committee with kindness and transparency.

12:17 Committee formation, purpose, and disbandment with a focus on positive experiences for members.

17:12 Creating a written document for HOA committee guidelines and thanking members for their contributions

17:56 Ad Break - Kevin Davis Insurance Services

21:10 Building better communities through well-functioning HOA committees and board members.

26:26 Communication importance in HOA community associations.

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]

Nominate yourself or a Board Hero you Know!
Board Hero Nominations

Boardmember Merch Store!

Connect with Hosts on LinkedIn

Julie Adamen

Kevin Davis, CIRMS

Robert Nordlund, PE

Support Our Sponsors

Association Insights & Marketplace

Association Reserves

Community Financials

Kevin Davis Insurance Services

Stokelight Video & Marketing

The Inspectors of Election