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HOA Insights: Common Sense for Common Areas

Education Podcasts

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 with us weekly for actionable insights that minimize stress, avoid catastrophes, and protect property values! Watch On Youtube

Location:

Westlake Villlage, CA

Description:

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 with us weekly for actionable insights that minimize stress, avoid catastrophes, and protect property values! Watch On Youtube

Twitter:

@reserves

Language:

English

Contact:

805-203-3130


Episodes
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053 | HOA Board Heroes: What it Takes to Be a Great Board Member

5/13/2024
Meet Paul Danielson, a true HOA Board Hero mastering the art of community leadership! Learn his impactful strategies! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ In this episode, we spotlight Paul Danielson, an exemplary HOA board member from Cienega Seabreeze. With a background in farming and management, Paul brings unique skills to his role, enhancing property care and democratic decision-making. Discover how Paul's dedication and innovative approaches help manage rising costs and maintain community harmony. Join us as we delve into his journey, exploring the challenges and rewards of being a volunteer board member committed to community excellence. Chapters from today's episode: 00:00 Introducing HOA Merch Shop! 00:31 Stop keeping low dues! 02:41 Ad Break - Community Financials 03:13 Meet Board Hero Paul Danielson 04:50 Term Limits, board elections, and what it’s like serving on a board in Paul’s HOA 8:52 Having agendas in a HOA 10:59 Funding Paul’s HOA 12:10 What Paul’s biggest challenge and what was his biggest impact he left on his HOA 14:10 How costs of things effected Paul’s 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:17:58

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052 | How To Successfully Recruit Fresh HOA Board Members!

5/6/2024
Discover key strategies to recruit HOA Board Members and enhance your community's leadership! 🏘️ ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Join us in Episode 52 as we explore effective methods to recruit new HOA board members. Robert Nordlund and Julie Adamen discuss how a proactive approach can transform your HOA's leadership dynamics. This episode provides insights into creating a welcoming environment for potential board members and building a strong pipeline for future leaders. Julie’s Community Association Management 101 for Board Members: https://community-association-management-101.thinkific.com/pages/community-association-management-for-board-members Chapters for How To Successfully Recruit Fresh HOA Board Members: 00:00 Introducing HOA Merch Shop! 00:31 Answering the needs of the community positively for recruitment 02:35 Listener Stacy’s issue with having a hard time recruiting new HOA Board Members 03:45 What type of HOA Board are you? 07:50 Uniting your HOA Board before recruitment 14:43 Putting in effort to make your community informed of positive things20:09 Ad Break - Kevin Davis Insurance Services 20:36 Creating a HOA Board recruitment pipeline & the three legged stool analogy 22:42 Stirring the pot for HOA Board recruitment? 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:33:22

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051 | Top HOA Insurance Claims Shaping the Industry

4/29/2024
Today we look at key HOA insurance claims (and demanding community members) and how they affect your community. Learn to manage risks smartly! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Today Kevin and Robert talk about the most common claims shaping the insurance landscape in community associations today. From managing rising costs to understanding owner expectations, this episode offers essential advice for maintaining property values and ensuring financial stability in your HOA. Chapters for Top HOA Insurance Claims Shaping the Industry: 00:00 HOA Board merch announcement! 00:31 The one decision setting your HOA up for failure 02:50 Key HOA insurance claims explained 04:24 Minimizing HOA insurance rates hikes 09:07 It all comes down to your HOA budget and a “attractive” community 16:02 Ad break - Association Reserves 16:34 What to do about about community members being more demanding 25:56 Having a duty to care for 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:29:33

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050 | How To Run a Great HOA Meeting

4/22/2024
Are your HOA board meetings falling short? Learn how to run a HOA board meeting with these pro tips to keep you on track and running smoothly! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Whether your HOA board meetings are already a success or falling short, join us with Noah Maislin from Minutes Solutions as he give you the ultimate blueprint to running a productive and smooth board meeting. The most important part of the meeting happens BEFORE it even starts… so are you setting up your meetings for true success? We’ll show you all the ways you can revamp your HOA board and run your meeting like an expert! Connect with Minutes Solutions here: https://minutessolutions.com/ Free Resource for 5 Steps to Better Board Meetings: https://minutessolutions.com/5-steps-to-better-board-meetings/ Chapters for How to Run a Great HOA Meeting: 00:00 Intro to How To Run a Great HOA Meeting 02:43 Meet Noah Maislin 03:51 How to Prepare for a Meeting 05:13 Biggest Mistakes HOAs Make for Meetings 06:15 What Being on the Board Involves 08:22 The Prep Cycle for HOA Meetings 11:34 The FiPhO HOA Health Score - Ad 12:10 HOA Board Merch Store 12:47 How Each HOA is Different 14:12 What to Do BEFORE the Meeting, Not During 18:23 How to Create & Follow Your Agenda 20:05 Dealing with Unexpected Questions 23:16 Setting Up for Healthy Debate 26:39 Improving the Energy of Your HOA Board 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:33:29

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049 | You’ve Just Become a New HOA Board Member… What’s Next?

4/15/2024
So, you’ve just become a new HOA board member… you may wonder what’s next? This podcast has you covered! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Join us as we guide you and any new HOA board members through the fundamentals of effective community management. Learn crucial tips on decision-making, understanding community dynamics, and handling association responsibilities smoothly. Whether you're newly elected or considering a board role, We hope this specific podcast episode is your go-to resource for excelling in your position! Julie’s Community Association Management 101 for Board Members: https://community-association-management-101.thinkific.com/pages/community-association-management-for-board-members Chapters for You’ve Just Become a New HOA Board Member… What’s Next? 00:00 “I’m New to the Board, What do I Need to Know?” 02:51 Reading and Understanding Governing Documents & Meeting Minutes 04:04 Preparing for the Rhythm of Your HOA & Board Meetings 9:30 Creating a Master HOA Calendar 12:07 Board meeting minutes, packets, decision-making, and board member preparation. 18:45 Ad Break - Kevin Davis Insurances 19:43 Managing Community Projects and Budgets 26:39 The Importance of Speaking as “One” Board 29:06 Qualities of Being a Board Member 31:09 Julie’s Online Course for New Board 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:34:52

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048 | HOA Board Heroes: Looking To Your HOA’s Future, Not Conflict!

4/8/2024
Being on the board isn’t easy, but are you looking to the right time? Today’s HOA board hero shares how to improve community life and leave conflict in the dust! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ No matter what your HOA’s past looks like, the only way to move forward is to look at what will secure its future and give your owners a better life. In this Board Heroes episode of HOA Insights, Calvin Ball shares his motivation to make their Maryland HOA board last another 30 years, even with past and current conflict arising. He tells us how they improved communication between the board and owners, how COVID left an impact on their community, and what he aims to accomplish this year and the years to come. Chapters for HOA Board Heroes: Looking to Your HOA's Future - Not Conflict: 00:00 Intro to Looking To Your HOA’s Future 02:51 Meet Calvin Ball 04:35 Seeing What Needs to Be Improved to Last Another 30 Years 05:49 Is it Difficult to Get on The Board? What About Reelection? 07:14 How Much Time Do You Give to the HOA? What About Personality? 09:10 The Worst Things About Being on My HOA Board 10:09 Can Meetings Still Be Enjoyable Even with Conflict 13:03 How To Improve Communication Within the HOA 15:36 Mediating Tensions Between the Board and Owners 19:08 Focusing on Quality More Than Speed 20:00 Hitting 100% Percent Funded in Maryland 21:38 Dealing with Special Assessments Before Getting Fully Funded 23:52 How COVID Affected HOAs 25:53 1 Year HOA Goals 26:41 What Impact You Can Leave on the HOA Board 28:27 Advice for Every HOA Board Member 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:32:02

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047 | THE LIVE PODCAST! | HOA Reserve Study Legislation: Is Your State Next?

4/3/2024
Listen to Robert Nordlund from our Special LIVE Podcast episode on April 1st 2024. Robert unpacks new HOA Reserve Study legislation. Could your state be next? Listen to see how you can prepare your community ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Join us in episode 47 for a live podcast event where over 160 participants came together to explore the evolving landscape of HOA reserve study legislation. Robert Nordlund shares his expertise on the subject, addressing crucial questions from our live audience. Discover the implications of new laws in states across the country and how they might affect your community association. Chapters from today's episode: HOA Reserve Study Legislation - Is Your State Next? 00:00 Intro to HOA Reserve Study Legislation: Is Your State Next? 03:22 How Community Associations Work 05:28 How to Fairly Pay Into an HOA 06:19 Where HOA Costs DON'T Come From 07:14 Types of Reserve Study Legislation 09:06 Why Reserve Studies Are a Hot Topic 10:50 Whats Happening In Each State 14:18 What are the consequences if your board does not include mandatory items in the Florida SIRS? 15:37 What are the laws & consequences if a board uses reserves to buy new assets when underfunded? 17:01 For states that require a certain level of reserve funding, what's the percentage range of the requirement? 18:50 If the HOA is responsible for ALL windows & doors, should it be in the SIRS? 19:49 What is a SIRS? 20:29 When to Get a Reserve Study 21:31 Is there pending legislation? 22:45 Could soil erosion be a special assessment or included in the reserves? 24:30 Can we fix roads earlier than listed in the reserve study with reserves? 25:23 What if your HOA has private roads & didn't reserve any funds for them? 28:32 Should you get a new reserve study from a more trusted analyst? 30:27 Does the level of reserve funding indicate overall association health? 31:55 Should you apply for a loan to cover needs of reserve funds, instead of assessing the owners? 33:58 Do we recommend 100% funding at the end of 30 years? 35:26 What level of inflation are we currently recommending? 36:06 How do we treat items that were not replaced or repaired in the year projected? 38:25 HOA Resources 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:40:30

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046 | Why Are Condominium & HOA Laws Changing?

3/25/2024
Today we sit down to unpack the reasons behind changing Condominium and HOA laws and how it impacts YOU! ❗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 explore the significant changes in condominium and HOA laws, focusing on New Jersey's pioneering legislation. Learn how structural integrity requirements and reserve studies are setting a new standard for community associations across the nation. With expert insights from special guest David Ramsey, we explain why these changes were necessary, what they entail, and how they could affect your community. Get in contact with David at www.beckerlawyers.com Chapters from today's episode: Why Are Condominium & HOA Laws Changing?: 00:00 Introduction to Condo & HOA Legislation Changes 04:49 New Jersey’s Structural Integrity Legislation 11:58 The Two-Fold Approach: Structural Inspections and Reserve Studies 18:30 Importance of Reserve Studies in HOA Management 25:27 Nationwide Impact and Advice for Board 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:36:18

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045 | What Happens Next After Contacting HOA Lawyers & HOA Insurance?

3/18/2024
Learn the next steps after contacting HOA Lawyers & HOA Insurance to protect 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/ Today we’ll be covering crucial steps to take after reaching out to HOA lawyers and insurance agents. This episode demystifies the processes and outlines the actions HOA board members must consider to ensure their community's legal and financial protection. From understanding your role and responsibilities to ensuring compliance and coverage, get expert insights on navigating the complex world of HOA management. Chapters from today's episode: What Happens Next After Contacting HOA Lawyers & HOA Insurance 00:00 Understanding Board Responsibilities and Authority 01:09 Listener Question: When to Contact HOA Lawyers and Insurance Agents 05:41 Insurance Protection for HOA Board Members 07:10 The Importance of Making Informed Decisions 09:09 Addressing Accusations Against Board Members 12:09 Ensuring Compliance and Effective Decision Making16:08 Ad Break - Kevin Davis Insurance Services 16:38 Protecting Against Criticism with Proper Insurance 24:20 Effective Communication and Rule Enforcement 26:43 Responding to Personal Attacks and Legal Concerns 31:33 Wrapping Up: Key Takeaways for HOA Board 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:33:49

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044 | What is AIM and a FiPhO score?

3/11/2024
Explore how AIM and a FiPhO Score can refine HOA management and community health ❗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/ Step into the future of HOA management with AIM and your FiPhO Score, groundbreaking metrics poised to enhance the way community associations operate. This episode covers how adopting these measures can significantly improve the financial, physical, and operational aspects of your community, akin to the personal FICO score system. Learn how informed, transparent decisions can not only boost property values but also create a more vibrant, engaged community fabric. Join us to see how achieving a high FiPhO score and embracing AIM principles can lead your HOA to new heights of success and community satisfaction. Chapters from today's episode: What is AIM and a FiPhO score? 00:00 Minimizing expenses can start your HOA 01:01 Why are we making our podcast? 03:36 Follow up from listener who had the condominium leak question in 038 05:50 Join us for our LIVE Podcast Episode! 06:56 Ad Break - Community Financials 07:28 The stereotype associated with HOAs 12:09 What is AIM and What is a PiPho Score? 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:22:57

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043 | HOA Board Heroes: Collaboration is the Key to Success

3/4/2024
This week we talk with HOA Board Hero, Books Cummings, who is reshaping condo living with dedication and strategic insight. ❗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/ Meet the unsung heroes at the heart of flourishing condominium communities - HOA Board Heroes. This episode introduces you to Brooks Cummings, an exemplary HOA board member whose dedication, collaboration, and strategic approach to condominium management have markedly improved the living experience for all residents. Chapters from today's episode: HOA Board Heroes - Collaboration is the Key to Success 00:00 Financial Institutions Frown Upon HOA Special Assessments 02:17 Upcoming Live Podcast Episode Stream! 03:13 Ad Break - Association Reserves 03:46 Intro to HOA Board Hero Brooks Cummings 05:33 What an HOA Infrastructure Officer Does. 07:06 How Easy is it to Get Elected to an HOA Board? 10:35 Personality Traits That Helped Brooks on His HOA Board. 12:36 How Many Hours Brooks Puts Into His HOA Duties & His Favorite Aspects of His Duties 15:54 How Brooks Deals With Challenging Homeowners 19:12 Brooks Talks About the Culture of His HOA Board 20:57 Working on Building Infrastructure Updates 22:42 Brooks Talks About the Financial State of the Association 24:09 Brooks on His Community’s Successful Special Assessment 25:25 Brooks Gives Other HOA Board Members Some Parting Advice 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:29:06

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042 | Better Community and Communication in Your HOA

2/26/2024
To better community and communication in Your HOA, you have to be your own HOA marketing team! ❗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/ Robert and Julie this week talk about 3 things that will set you apart from other HOA boards: be consistent, be competent, and have thorough communication with your HOA community! Believe it or not, the moment you are elected as an HOA board member, you become the primary marketing team for your community.. Learn some tips and guidance to make sure your community becomes as well informed as it can be! Chapters from today's episode: Better Community and Communication in Your HOA 00:00 consistent, competent communication for your HOA 02:41 Listener Question - How to improve board communication and coordination? 09:13 If you serve on a HOA, you’re in marketing! 14:10 Put Yourself in the recipient Shoes 16:22 Getting consistent messages monthly to community members 19:01 Ad Break - OurFIPHO.com 19:45 Concise and brevity in your HOA communication 21:47 Homeowners that are a thorn in your association 24:08 Who Runs Your HOA communication? 26:26 The rewards of a good 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:29:21

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041 | Dealing With Frivolous HOA Lawsuits

2/19/2024
Today we have special guest and Georgia attorney George Nowack to talk about how you can handle frivolous HOA lawsuits and board disputes effectively. ❗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/ Facing frivolous HOA lawsuits can be daunting for board members and homeowners alike. This week’s podcast episode looks at essential insights and strategies from legal expert Georgia attorney George Nowack. George talks about how to navigate these challenges successfully. Whether you're dealing with board disputes, unclear bylaws, or unjust legal actions, our comprehensive guide offers the advice you need. Learn about derivative actions, the importance of following HOA documents, and how to maintain a healthy board dynamic despite legal threats. Contact George Nowack at: http://www.Nowackhoward.com Chapters from today's episode: Dealing With Frivolous HOA Lawsuits 00:00 Dealing with frivolous legal actions in your HOA 01:56 Listener problems with a Georgia HOA Board 04:59 George Nowack answers the listener’s question 06:00 Robert’s Rules special forward that’s overlooked 11:01 Derivative actions in nonprofit corporation 15:04 Board member duties and legal requirements. 21:40 Ad Break - Kevin Davis Insurance Services 22:10 Board Member Accountability & Internet Viciousness 31:27 HOA Board member challenges and solutions 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:37:11

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040 | When State Laws Make Leading An HOA Challenging

2/12/2024
Today we explore how state laws affect HOA management, from budget increases to securing homeowner approvals. Navigate your HOA's legal landscape with ease! ❗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 Robert and Kevin have special guest attorney Melissa Garcia on to answer a question from a listener: How do you increase your HOA dues to reflect inflation but have bylaws preventing 5% increases without voting with homeowners. Learn how legislative changes and legal requirements like these impact budget increases, homeowner approvals, and overall community governance. This episode offers practical advice for HOA board members and homeowners on understanding and leveraging state laws to foster a thriving community. Get in contact with Melissa Garcia: https://altitude.law/ Chapters from today's episode: When State Laws Make Leading An HOA Challenging 00:00 Getting people on board for your HOA budget for state laws 01:15 Intro from Robert Nordlund 02:22 HOA Question - Increasing your budget for inflation but bylaws require homeowner approval for anything over 5% 03:27 Answer from Melissa Garcia about HOA financial bylaws and budget increases 06:28 Preparation, information, and education is key for homeowner buy-in! 11:53 Have your HOA Board over-communicate to homeowners 16:44 Ad - Community Financials 17:21 Kevin & Robert responds to Melissa’s response about raising assessments 22:07 Avoid getting sued by making “informed decisions” 25:44 Talk about the upsides - home value increases 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:31:46

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039 | HOA Board Heroes: Special Assessment Success!

2/5/2024
This week’s HOA Board Hero dealt with 60 crumbling concrete balconies and successfully navigated and managed an HOA special assessment! ❗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/ This episode, featuring expert insights from Roger Minch, sheds light on successful strategies for managing and overcoming the challenges of special assessments in homeowner associations. When Roger’s association was faced with over 60 crumbling concrete balconies and almost a million dollar special assessment, they navigated the waters calmly and cooly with positive results! Chapters from today's episode: Special Assessment Success! 00:00 What Makes HOA Special Assessments Successful 02:09 HOA Board Hero Introduction - Roger Minch 06:24 What led to Roger’s Building’s Special Assessment 09:18 Condo Balcony Repairs & The Special Assessment 14:00 Ad Break - Association Reserves 14:33 How a Bad Thing can be a Good Thing 17:12 How Roger’s Board Dealt With the Special Assessment With Owners 26:30 What Happened to the Home Values After the Assessment? 29:01 Why a Reserve Study is So Important 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:33:30

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038 | Overcoming Dysfunction in Your HOA

1/29/2024
Today, Julie and Robert explore essential strategies to manage and overcome dysfunction in your HOA! ❗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/ Dealing with a dysfunctional HOA can be challenging! In this episode, we explore practical strategies and insights to help HOA board members and residents navigate and resolve common issues within their communities. From understanding the root causes of dysfunction to implementing effective communication and management techniques, we hope there's something here for you to overcome your dysfunction in your HOA. Chapters from today's episode: Overcoming Dysfunction in Your HOA 00:00 Speak With One Voice Against HOA Dysfunction 02:31 - Addressing a Leaky Member Dispute 04:39 Legal Advice from Adrian Adams 09:45 The Importance of Lawyers for Your HOA 13:00 Recognizing Signs of HOA Dysfunction 19:33 The Impact of Inaction in HOA Management 22:19 Ad Break - FIPHO Score 22:50 HOA Dysfunction Through Being Proactive About the WRONG Things 27:13 What if You're the Minority Vote on a Board? 31:14 Opinions on State Ombudsman 33:40 Closing Thoughts on HOA Dysfunction 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:36:48

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037 | Avoiding HOA Fraud

1/22/2024
Learn to detect and prevent HOA fraud with these key steps. Safeguard your association’s funds and inspire transparency among 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/ In this episode, we break into the complexities of HOA fraud and prevention methods. Join experts Russell Munz and Robert Nordlund as they discuss the fine line between cost-saving and fraud, emphasizing transparency in reserve accounts. Learn about the common fraud methods within community associations, from forged checks to financial mismanagement by companies and vendors. Discover the key steps for HOA board members to establish checks and balances, including financial reporting, proper bidding processes, and regular audits. As a bonus, we’ll cover the importance of homeowner involvement in financial oversight. Chapters from today's episode: Avoiding HOA Fraud 00:00 Intro to Avoiding HOA Fraud 02:38 How Much Money to Hold in Operating Account 04:38 Is Fraud a Real Concern for HOA Reserves? 07:06 How Fraud is Usually Done 12:22 Is Pretty Cash an Issue? 13:28 Can Zelle or Venmo Be Used? 15:42 “Innocent” Forms of HOA Fraud 17:25 What To Do As a Homeowner If You Suspect Fraud 18:50 Should Multiple People Have Access? 19:45 Spotting Fraud in Your HOA 23:15 Does a homeowner Have a Right to Ask for Reports? 27:02 Should Financial Info Be Sent Monthly? 28:36 Tips for Financial Management 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:31:42

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036 | Avoiding A $1Million HOA Insurance Claim

1/15/2024
Are you up against a huge HOA claim? Learn these key strategies to help you handle large insurance claims and how to avoid them! ❗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/ Are you an HOA board member grappling with large insurance claims or potential lawsuits? In this episode, we’re getting into the complexities of handling significant insurance claims in HOAs, drawing lessons from a real-life case of a $1 million lawsuit. Kevin Davis shares his experiences and insights on noise pollution issues, legal disputes, and the importance of addressing reputational damages in community associations. Get practical advice on managing legal issues, maintaining civility in board meetings, and effective conflict resolution in your HOA. Plus, learn how to avoid common pitfalls that lead to costly mistakes. Chapters from today's episode: Avoiding a $1M HOA Insurance Claim 00:00 Intro to preventing a big HOA insurance claim 02:40 Is Noise a Liability Problem? 05:00 A Real $1 Million Case 09:11 Traits of Reputational Damage 11:13 Old VS New HOA Board 12:15 The Insurance Provider Perspective 15:05 Suing as a 3rd Party VS Same Party 16:51 Defamation Vs Libel 17:32 Intentional & Willful Acts 18:21 What Insurances Will Do 20:51 What’s Happened to HOAs 22:17 The Solution 26:35 How Words Matter in the HOA Board 29:23 Behavior is The Culprit 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:31:48

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035 | Transforming a Divided HOA Board

1/8/2024
See how one HOA board member overcame division to enhance community and financial management. ❗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/ Witness the challenging journey of a dedicated, anonymous HOA board member as he navigates a divided HOA as the "odd one out'. With a budget of $500,000 for 125 units, John Doe's story unfolds the complexities of board dynamics and financial management. From his initial motivation to his analytical approach as treasurer, John has significantly improved transparency and financial handling within his association. Facing underfunded reserves and a top-down culture, he advocates for diversity, inclusivity, and open-mindedness. Learn from this board hero's experiences and advice to new members on persistence, contributing effectively, and making positive change no matter the circumstances. Chapters from today's episode: Transforming a Divided HOA Board 00:00 Intro to being on the HOA Board 02:51 About This Board Hero 03:40 Why I Joined the Board 06:35 Changing the HOA at Large 09:30 The Best & Worst of Being on the HOA Board 11:10 Challenges of Being a Treasurer 16:06 The Culture of Your HOA Board 17:20 Your Board Needs Different Angles 18:29 How His Board is Improving 20:02 Animosity in the HOA Board 21:58 Ways This Board Can Improve 25:27 Advice for NEW Board Members 26:19 Advice for Odd Ones Out Board 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:28:29

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034 | It All Depends On HOA Leadership

12/18/2023
Strong HOA leadership builds community and trust. Learn how to communicate effectively, resolve conflict, and utilize policies for successful leadership. ❗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/ Effective HOA leadership is crucial for thriving communities. This podcast episode dives deep into the essential soft skills every leader needs: communication, conflict resolution, and understanding how policies set the foundation for good governance. Discover how to listen to your community, answer tough questions with confidence, and lead with transparency and fairness. Learn how to utilize experts to build credibility and navigate difficult situations. By implementing strong policies and guidelines, boards can create a strong platform for decision-making and ensure consistency in applying the rules. This episode provides valuable insights and practical tips to help HOA leaders build trust, foster a sense of belonging, and ultimately, lead their communities towards a brighter future. Chapters from today's episode: It All Depends on HOA Leadership 00:00 How to lead an HOA Community 02:21 Recording board meetings for a hearing-impaired resident 05:38 Trying to make everything “fair” while running an HOA 08:13 What does it look like when you grasp HOA Leadership 13:06 Adding a special touch to your HOA meetings 20:33 Allowing experts to help grow community 23:44 Ad Break - Fipho Score 24:15 Leadership, policies, and credibility in community associations 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 podcast@reservestudy.com Nominate yourself or a Board Hero you Know! Board Hero Nominations 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.ourfipho.com/ Association Reserves https://www.reservestudy.com/ Community Financials ...

Duration:00:33:37