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 YoutubeShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Send us a textHOA Board Hero Paula DiPaola shares her strategies for increasing revenue for her Timeshare HOA! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Paula DiPaola, a volunteer board member at Magic Tree resort for over 24 years, shares her secrets to managing a successful Timeshare HOA. Paula explains how she has kept maintenance fees steady for decades by implementing smart cost-saving measures, leveraging vendor relationships, and introducing innovative revenue strategies like the $150 weekly resort fee that generates $150,000 annually. From fostering community engagement to handling emergencies and building strong vendor partnerships, Paula highlights the importance of transparency, consistency, and hard work in HOA leadershipChapters From This Week's Episode: 00:00 If You’re Running for the Board, You’re Running to Work 00:50 Introduction to HOA Board Hero Paula DiPaola01:59 An Unusual HOA - Timeshare Resort 02:48 How Paula Hasn’t Upped Her HOA’s Maintenance Fees in 24 Years 06:24 How Paula Counteracted Inflation Prices for Her HOA10:16 Where Paula Gets Her Ideas to Increase Revenue for Her HOA12:12 What Motivated Paula to Join the Timeshare Board of the Directors 16:01 Ad Break - HOA Invest16:38 How Paula Fosters Community on Her HOA Board 18:59 Paula’s Advice for Those Who Running for an HOA Board 21:07 Paula’s Relationship With Her HOA Vendors23:12 Paula’s ONLY Special Assessment for Her HOA24:05 How Paula Maintains the HOA Board Culture 25:21 Paula’s Advice to HOA Board MembersThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
1/6/25 • 28:49
Send us a textKC Holland reflects on his 18 years of service on the Seneca Ridge HOA board, offering valuable insights on transparency, leadership, and fostering a strong HOA community.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Serving on an HOA board can be challenging, but KC Holland’s 18 years with the Seneca Ridge HOA show how leadership grounded in transparency and care can make all the difference. From engaging renters in HOA matters to navigating emergencies and managing budgets, KC’s approach highlights the importance of communication and community-first decision-making. He shares how staggered board terms maintain institutional knowledge, why staying accessible to residents is key.Chapters From Today's Episode:00:00 Making Adjustments for Residents in Your HOA 00:59 Introduction to HOA Board Hero KC Holland 02:08 What Motivated KC to Join His HOA Board 03:39 KC’s Board’s Election Process 05:17 HOW KC Entered and Exited as his HOA’s President 07:28 What Motivated KC to be President of His Board for 10 Years 10:07 What KC’s Definition of a Successful Board is 11:04 Ad Break - Kevin Davis Insurance Services 11:50 How KC Resolved Contention Among His HOA Board 13:03 KC’s Board’s Accessibility to Meetings 15:40 Keeping Renters in the Loop 18:37 KC’s Tips for Running a Community Without Professional Managers 19:23 KC’s HOA Board Transparency Between the Board & Residents 23:00 How KC’s Community Handles Communication During Emergency 25:11 KC on His HOA’s Budget 28:40 KC’s Advice to HOA Board Members The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
12/30/24 • 31:28
Send us a textJulie Adamen and Robert Nordlund share how HOA board members can avoid common pitfalls!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Effective HOA board member behavior is the cornerstone of a thriving community. In this episode, Julie Adamen and Robert Nordlund emphasize the importance of transparency, accessibility, and consistent communication to build trust with residents. They explore the benefits of ethics codes, conduct policies, and operational guidelines for boards. Learn why board members should embrace the “4 C’s”—caring, curious, courageous, communicative—with an added bonus: consistency. This episode is packed with actionable advice, including how to handle challenging situations, maintain trust, and avoid the dreaded “no comment” response. If you're on a board or considering joining one, this conversation will help you lead with confidence and clarity.———Chapters00:00 When HOA Board Members Don’t Communicate 03:29 Ethics Code for HOA Board Members 06:22 Why Board Job Descriptions Should be a Requirement07:17 Ethics Pledge & Conduct Policy for HOA Board Members08:51 Board Members Are Public Figures 11:26 Transparency in HOA Board Member Communication is Key 21:45 Ad Break - Community Financials22:39 The Four C's and Bonus C of Effective Board The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
12/23/24 • 34:45
Send us a textEngineer, Greg Batista, shares what you need to know about HOA building maintenance and inspections to prevent tragedies like Champlain Tower!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Preventing another Champlain Towers disaster is every HOA board member's responsibility. In this episode, engineer Greg Batista sheds light on critical building maintenance practices. Learn about the dangers of spalling, the importance of regular inspections, and how to safeguard the building envelope—including roofs, paint, and waterproofing. Greg shares his real-life experience with Champlain Tower South and emphasizes why acting promptly on warnings and budgeting for repairs are crucial. Protect your HOA and its residents from structural issues and potential disasters!———Chapters:00:00 Intro to Preventing Another Champlain Tower DISASTER at Your HOA01:11 Get a FREE HOA Mug!02:49 Meet Greg Batista - Engineering & Construction Expert05:11 How Buildings Fall Apart & Prevention12:15 Every State Has It’s Building Issues14:04 What You Need to Protect & Maintain17:00 Association Reserves - Ad Break18:00 Getting Help From Experts for Your HOA22:18 Preventative Maintenance & Inspections27:37 Building Components to Keep An Eye On31:57 Connect with G Batista Engineering & ConstructionThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
12/16/24 • 34:00
Send us a textAre you having issues with navigating HOA Insurance requirements with lenders? This episode is for you! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Navigating HOA insurance requirements can be overwhelming, especially when lenders demand full 100% replacement cost coverage. In this episode, Kevin Davis and Robert Nordlund tackle this challenge, sharing actionable insights to help community associations secure the coverage they need. Learn how inflation, climate change, and nuclear verdicts affect insurance costs and why working with experienced professionals is vital. Discover the role of state laws, governing documents, and reserve studies in meeting these requirements and protecting your HOA’s financial future! ———Chapters00:00 Why Some HOAs get a 100% Replacement for Insurance & Some Others Don’t 03:51 Listener Question - How to Resolve the Conflict Between a Lender's Insurance Requirements and What Their Insurance Provider Was Able to Provide?10:23 The Role of Insurance Professionals in Meeting Lender Requirements15:38 The Importance of Replacement Costs for Lenders 20:21 Ad Break - FiPhO Health Score 20:58 Having Compliance with State Laws and Governing Documents so You Can Have Lower Insurance Rates 23:52 Do You Have to Comply With Every Requirement for Insurance? 28:05 Getting the Right Insurance Is GOING to be Expensive 30:21 The Importance of Working with Specialty Insurance Brokers for Your HOAThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
12/10/24 • 32:33
Send us a textPam Home, a dedicated HOA board member, shares creative ways to save money, engage homeowners, and protect investments✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Pam Home, an exemplary HOA board member at Union Terrace Cooperative, proves what it means to be a true board hero. In this episode, Pam dives into the importance of reserve studies and explains how following them can help avoid special assessments. She shares innovative methods she’s used to save money for the community, including acquiring free plants and decorative fencing from nearby construction sites. Pam also discusses the challenges of engaging homeowners, her experience with hybrid board meetings, and the value of professional property management. Union Terrace Cooperative operates with a $300,000 annual budget and a reserve fund currently at 30%, and Pam is on a mission to improve those numbers.———Chapters00:00 PAY ATTENTION to Your Reserve Study01:25 Introduction to HOA Board Hero Pam Home02:25 What First Motivated Pam to Join Her HOA & Her First Experiences05:35 The Special Talents Pam Brings to Her HOA Board09:17 Pam’s Experience Recruiting Board Members11:34 Ad Break - Kevin Davis Insurance Services12:03 How Pam’s HOA Conducts Their Meetings15:20 What’s Keeping Pam’s HOA Motivated18:04 How She Communicates With Her Board to Resolve Conflicts19:33 Pam’s HOA Annual Budget22:16 Pam’s Thoughts on the Value of a Professional Property Manager24:47 Pam’s Closing Thoughts for Board MembersThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
12/2/24 • 27:29
Send us a textThink HOAs are carefree & inexpensive? Join Robert & Julie as they course-correct this common HOA myth, highlighting communication tips & financial realities.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Are you under the impression that HOAs are inexpensive and carefree? Think again. In this episode, we challenge this common HOA myth and provide practical strategies for board members and homeowners to improve understanding and engagement.Julie Adamen and Robert Nordlund emphasize the importance of consistent communication, tools like welcome packets, and new homeowner orientation sessions. They discuss strategies for promoting transparency, educating homeowners about association finances, and using AI-powered short videos to enhance community communication. Learn why board member visibility and accessibility are key to fostering trust and why consistent communication is essential to bridge gaps in understanding.———Chapters00:00 The HOA Stereotype Isn’t True 03:18 Listener Question - How to Curb Homeowner’s Thoughts That HOAs are Inexpensive04:40 Clarifying the Non-Profit Nature of Community Associations08:50 Effective Communication and New Homeowner Orientation14:02 The Tradeoffs of Being in a “Carefree” HOA That Isn’t “Free”21:58 Ad Break - Community Financials 22:29 What Board Members Can Do to Help New Owners Understand the Costs of Associations 29:20 Long-Term Efforts to Change PerceptionsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
11/25/24 • 34:42
Send us a textSee how HOA Invest simplifies management of your HOA reserves and boosts your financial security!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Get in Contact with HOA Invest: https://hoainvest.com/ Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!———Chapters00:00 Having Someone on Your Side 02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest 04:02 Why Jessica and Mark started HOA Invest07:00 How HOA Invest shares the fiduciary responsibility with board members 08:23 Two risks when buying fixed income 10:34 HOA Invest’s Team 11:58 How to open an account with HOA invest 19:04 HOA Invest’s ease of use for the busy managers 21:42 Ad Break - HOA Invest22:20 The Safety of HOA Invest24:26 How HOA Invest keeps you under the FDIC insured limits26:18 Can small HOAs work with HOA Invest?The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
11/18/24 • 32:49
Send us a textLearn how communities can take control of rising HOA insurance costs with some simple steps! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Are rising HOA insurance premiums stressing your board? You may have more control than you realize! In this episode of HOA Insights, Kevin Davis and Robin Manougian delve into effective strategies for controlling HOA insurance costs and minimizing risks. They explore key factors, including the importance of proactive maintenance, budgeting for reserves, and understanding the broader impact of catastrophic losses on the insurance market. Learn how to secure the best possible rates by maintaining a healthy balance sheet and educating board members on their responsibilities.———Chapters00:00 What Insurance Brokers Are Looking for in HOA Communities00:49 Introduction to Robin Manougian03:55 Why is Insurance So High?09:18 Insurance Carriers Are Panicking10:45 What HOAs Can Do to Lower Insurance Costs13:35 Risk Mitigation With Updated Utilities17:35 Reserve Studies and Keeping Insurance Rates Low20:10 Maintenance and Asset Deterioration23:42 Ad Break - Association Reserves24:24 What’s Next for HOA Insurance26:51 Expected 2025 Insurance Premium Increases28:33 Top Concerns for HOA Insurance30:34 The Uncertain Future of Condominiums32:55 Positive News for AssociationsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
11/11/24 • 36:24
Send us a textSee how this week's HOA Board Hero, Sue York, applies the Policy Governance Model to guide her community effectively.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Ever wonder how some HOA boards achieve remarkable success and navigate challenges with ease? In this episode, we feature Sue York, a dedicated board member with over 24 years of service in the Ewa by Gentry community association, overseeing 9,000 units with a $4.5 million annual budget. Sue shares insights on using the Carver Policy Governance Model, a framework that allows the board to set clear policies while empowering the executive director to handle daily operations within the budget.Chapters:00:00 Living With the Cultures of HOA Communities01:13 Introduction to HOA Board Hero Sue York02:55 What Motivated Sue to Join the HOA Board04:15 What Keeps Sue Motivated to Stay Involved in Her Association05:35 The Special Talents Sue Brings to Her HOA Board06:16 Sue’s Current Board Structure08:22 Carver's Policy Governance Model11:43 Ad Break - OurFiPhO12:14 Sue’s Feelings on Her HOA’s Operations14:25 Sue’s Favorite & Least Favorite Parts About Her HOA Board17:13 Sue’s Experience With HOA Board Meetings21:23 Sue’s Biggest Challenges While Serving Her HOA25:24 Sue’s Experience Being a Guidance Counselor & How That Has Helped Her HOA28:03 Getting People in the Policy Governance State of MindThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
11/4/24 • 31:42
Send us a textFeeling like a placeholder HOA board member? Find out how to lead with intention, make real contributions, and create a community that thrives!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Are you just filling a seat on your HOA board, or are you making a real difference? In this episode, Julie Adamen and Robert Nordlund discuss the power of intentional leadership for HOA board members. Julie shares how board members can break free from stagnant roles, engage with residents, and actively contribute to the HOA’s success—even if your initial agenda didn’t work out. Learn how being visible, approachable, and involved in your community can boost property values and improve overall satisfaction. Chapters From Today's Episode:00:00 The Problem With Joining an HOA Based Off of an Agenda 03:23 Feeling Like You Aren’t Making a Contribution to Your Board05:36 Get Past the Singular Issue That Got You on Your HOA Board08:21 Bring Yourself and Your Traits to Your HOA Board10:56 Enhancing Communication for Your HOA 14:54 Remembering You Are a Public Figure When You Join Your HOA 16:52 How Can You Help Your HOA Board? 18:12 Ad Break - Kevin Davis Insurance Services 18:39 How Your Perspective Can Bring Change to Your HOA 23:23 How Building Community is the Board’s Responsibility 26:55 Being Intentional About Communication & Always Share Good NewsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
10/28/24 • 32:00
Send us a textLearn how Ed O’Connell and his HOA narrowly avoided a catastrophe and took action for the safety of their community. ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ In this episode, we sit down with Ed O’Connell to uncover how his HOA board averted a structural crisis in their 60-year-old condominium in Falls Church, Virginia. Ed walks us through how proactive management, quick decision-making, and clear communication with homeowners prevented a catastrophe like the one seen in Florida. From identifying structural issues to evacuating residents and securing funding for repairs, Ed and his team expertly navigated the situation, ensuring their HOA stayed out of the news. Tune in to hear about the importance of strong leadership, teamwork, and the strategies that allowed them to handle financial and insurance aspects effectively. Contact Ed O'Connell: eoconnell@whitefordlaw.comChapters00:00 A crises was averted thanks to the HOA 00:50 Introduction to Ed O'Connell 04:03 How Ed’s HOA spotted a potential structural disaster 06:29 Immediate actions and evacuation of the building 11:39 How Ed’s HOA dealt with rehousing people in his HOA 13:14 AD Break - Community Financials 13:56 How Ed’s HOA handled communication & coordination with owners 21:52 How Ed’s HOA handled the financial and insurance aspects 26:52 Final outcome and future considerationsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
10/21/24 • 30:29
Send us a textFeel like you’re treated differently by home owners in your community while you’re serving on an HOA board? You’re not alone  ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ This week we get a listener question from Jennifer talking about how she felt HOA board members are looked down upon like “the bad guys”. Kevin and Robert tackle this question by reminding HOA board members it’s your fiduciary duty to make sure your community is financially healthy and is complying will all the rules. HOAs are a business and not a social club! Chapters from the episode:00:00 - A Big Problem Kevin Sees in HOA Insurance Claims03:23 - Listener Question: How HOA Board Members Stop Being Seen as 'The Bad Guys'07:25 - Upholding Rules Over Popularity10:29 - Communicate & Don’t Hide as a Public Figure17:21 - Ad Break - Association Reserves17:53 - Education, Communication, and Leadership Skills for Board Members24:22 - Mission Statements Help HOAs27:22 - Updating Rules in Your HOA29:58 - Treat Your HOA Like a Business, Not a Social ClubThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
10/14/24 • 32:24
Send us a textJoin us on our LIVE as we talk about Fannie Mae, one most important names in the US housing market, and the Corporate Transparency Act. Both are now affecting your HOA in BIG ways. ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Fannie Mae...Who exactly are they? How did they come to play such a huge role in helping Americans buy homes? And why are they at the center of the future of HOAs? Tune in live, October 10 at 3pm Pacific on our HOA Insights YouTube channel to learn more! Robert, Julie, and Kevin will also be breaking down the Corporate Transparency Act and how that is directly affecting your HOA.Corporate Transparency Act Notes:Compliance deadline: Dec 31, 2024. Compliance is a two step process:Boardmembers should each personally get their own FinCEN (Financial Crimes Enforcement Network) ID here (will need photo ID such as passport or Driver's License).Gather Legal name of the association, Federal Tax #, and FinCEN IDs of all boardmembers and go here to e-file a BOIR (Beneficial Ownership Information) Report.Episode Chapters: 00:00 Corporate Transparency Act (CTA) Overview06:45 Challenges and Compliance Strategies with the Corporate Transparency Act14:19 Impact on Board Members and Associations with the Corporate Transparency Act24:28 Fannie Mae and Freddie Mac Guidelines33:42 Audience Questions and Closing RemarksThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
10/11/24 • 36:25
Send us a textListen to how Bill Turney manages his HOA Board like a small city, ensuring transparency, professionalism, and proactive maintenance for a healthy community.❗JOIN OUR LIVE STREAM OCTOBER 10th! 👉 https://www.youtube.com/live/aO4XBGQH_A4✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/In this episode of HOA Insights, Bill Turney shares his experience as an HOA Board Hero, managing the Park Square Co-Owners Association in Houston, Texas. With an annual budget of $3 million and a $2.2 million special assessment underway, Bill describes how he runs the board like a small city, ensuring transparency, professionalism, and a focus on long-term planning. Discover Bill's unique management style, the board's proactive maintenance approach, and how they tackle challenges like deferred maintenance and institutional knowledge gaps. Chapters From This Week's Episode:00:00 Elvis and TCB for HOAs 00:37 Don’t Miss Our Live Youtube Episode About Fannie Mae & The Corporate Transparency Act 02:17 Ad Break - Kevin Davis Insurance Services 02:47 Intro to HOA Board Hero Bill Turney 03:56 Bill Turney's Roll in His HOA & Why He Wanted to Serve 05:24 Bill’s Special Abilities He Brings to His HOA Boards 08:18 The Composition of Bill’s HOA Board 09:35 How Many Hours Bill Puts Into His HOA Each Week 12:48 How Bill’s Board Handles Hybrid or Virtual Board Meetings 15:46 Bill’s HOA Management Style 16:56 How Bill is Handling a 2.2Mil Special Assessment 20:35 How Bill’s Board Can Be More Adaptable 23:00 How Bill’s HOA Operates Like a Small City 27:10 Having the “Elvis Mentality” For Your HOAThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
9/30/24 • 31:31
Send us a textOvercome dysfunctional HOA stereotypes in your community by building trust and transparency!  ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Are you tired of hearing about dysfunctional HOAs? In this episode of HOA Insights, Robert Nordlund and Julie Adamen tackle the common stereotypes surrounding Homeowners Associations. They share actionable tips for board members to combat misconceptions, improve communication, and build trust within their communities. See how transparency and proactive engagement can change your HOA’s reputation from secretive and power-hungry to effective and community-focused!Chapters From This Week's Episode:00:00 Actively Engage With Your HOA Community!01:07 Join Us for Another LIVE Podcast on Youtube!01:45 Communication is Key to Fighting Stereotypes04:10 Building Transparency in HOA Operations06:52 Practical Ways to Engage with Homeowners10:20 Why Board Members Need to Be More Public13:15 Breaking Down HOA Power Dynamics15:40 The Importance of Positive Community Actions18:13 Ad Break - Community Financials18:35 How to Handle HOA Misconceptions and Attacks20:30 Tips for Running Effective Board Meetings22:47 Transparency, Trust, and Changing Perceptions26:15 Closing Thoughts: Building a Positive HOA LegacyThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
9/23/24 • 33:10
Send us a textLearn how to ensure smooth HOA board transitions with effective onboarding, staggered terms, and recruitment best practices! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ The week Melissa Garcia joins us to talk about the importance of smooth transitions within HOA boards, emphasizing the need for strategic planning and onboarding. Learn how to implement staggered terms, ensure continuity, and recruit future board members through committees and relationship-building. She also highlights the significance of off-boarding and celebrating board members' achievements. Effective transitions foster stability and efficiency within your HOA community, ensuring ongoing success! Contact Our Guest Melissa Garcia: mgarcia@altitude.law Chapters From This Week's Episode:00:00 It’s Okay to Make Mistakes When Running an HOA 01:09 Volunteers Aren’t Perfect! 03:11 When Does Being Casual Become a Liability in a HOA?00:00 Does Your HOA Need to Be Perfect?05:11 How Anxiety Affects Community Associations08:25 Legal Requirements and Mistakes in HOA Management11:30 Impact of Agitation and Distractions in the Community13:22 Fiduciary Responsibility and Avoiding Liability15:57 Ad Break - Our FiPhO16:62 How an HOA Story From Seinfeld is Rooted in Truth17:46 Raising Assessments and Avoiding Suspicions19:54 Importance of Clear Communication and Transparency22:11 Why HOA Board Members Shouldn't Panic Over Mistakes26:02 What Happens When You Don't Comply with State Laws29:00 Final Thoughts: It's Okay to Make Mistakes as Long as You Act in the Best Interest of the HOAThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
9/16/24 • 34:31
Send us a textIs your HOA striving for perfection? Maybe that’s too much… Learn why it’s okay to make mistakes, as long as your HOA board fulfills its fiduciary duties! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ This week Kevin and Robert discuss why it’s impossible to have a perfect HOA. Just know this: making mistakes is okay, as long as you act in the best interest of the association and fulfill your fiduciary duties. They also cover the impact of inefficiencies on community anxiety, the role of clear communication in managing expectations, and the importance of directors and officers liability insurance to protect the board from lawsuits. Small administrative errors shouldn't cause panic!Chapters From This Week's Episode:00:00 It’s Okay to Make Mistakes When Running an HOA 01:09 Volunteers Aren’t Perfect! 03:11 When Does Being Casual Become a Liability in a HOA? 00:00 Does Your HOA Need to Be Perfect?05:11 How Anxiety Affects Community Associations08:25 Legal Requirements and Mistakes in HOA Management11:30 Impact of Agitation and Distractions in the Community13:22 Fiduciary Responsibility and Avoiding Liability15:57 Ad Break - Our FiPhO16:62 How an HOA Story From Seinfeld is Rooted in Truth17:46 Raising Assessments and Avoiding Suspicions19:54 Importance of Clear Communication and Transparency22:11 Why HOA Board Members Shouldn't Panic Over Mistakes26:02 What Happens When You Don't Comply with State Laws29:00 Final Thoughts: It's Okay to Make Mistakes as Long as You Act in the Best Interest of the HOAThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
9/9/24 • 32:13
Send us a textAre you an HOA board member looking for strategies to manage a large community effectively? Jim Hopkins shares his experiences and tips for managing a 12,000+ unit HOA board!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ In this episode of HOA Insights, Jim Hopkins, a board member at Laguna Woods Village, shares his journey of managing a large HOA board. Discover the unique challenges of serving on a board for a community of over 12,000 units and the importance of patience, professionalism, and strategic planning. Learn how Jim's board transitioned to self-managed property services, the importance of proactive reserve planning, and effective communication strategies to engage 18,000 residents. Whether you're a seasoned board member or new to HOA governance, this episode provides valuable insights into managing a large HOA successfully.Chapters From This Week's Episode:00:00 Patience is Critical For a HOA Board Member 00:55 A Thankless Job - HOA Board Heroes 02:09 Ad Break - Kevin Davis Insurance Services 02:37 Intro to Jim Hopkins HOA Board Hero 04:04 What Motived Jim to Join a Massive HOA 05:11 The Community Structure of Laguna Woods 07:27 The Relative Ease of Getting Elected to Jim’s HOA Board 09:27 How Many Hours Per Week Jim Works for His HOA & the Personality He Brings to the Board 11:01 Jim’s Favorite & Least Favorite Parts About Being on a HOA Board 11:58 How a Post-Covid World Effected Virtual Meetings & Topics for Jim 15:09 Jim Talks About the Culture of His HOA Board 17:22 How Jim’s Association Bought Their Own Property Management Company 19:27 Jim Talks About How Well Funded His Associate is 26:02 What Jim and His HOA Board Are Focused on For Next Year 28:52 Jim’s Words of Advice for Other HOA Boards and Their Members The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
9/2/24 • 32:10
Send us a textIs your HOA board showing signs of dysfunction? Learn how to identify and address common issues that affect community associations!  ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Julie Adamen and Robert Nordlund share from their past years of HOA experience the telltale signs of a dysfunctional HOA board. Learn about the importance of board members fulfilling their duties, such as maintaining community assets and finances, and the impact of internal political factions, stagnant dues, high board member turnover, and poor communication. See how you can turn your dysfunctional HOA community around with the benefits of strategic planning, forming committees, and maintaining good relationships with service providers! Chapters From This Week's Episode:00:00 Does Your HOA Community Have This Sign of Dysfunction? 03:25 What Does a Dysfunctional HOA Board Look Like? 05:18 Major Board Dysfunction #1 - Having Silos in Your Community 08:42 Major Board Dysfunction #2 - HOA Dues That Haven’t Changed in Years 11:42 Major Board Dysfunction #3 - High HOA Board Turnover (And Also the Opposite) 17:46 Major Board Dysfunction #4 - If There’s Little to No Communication From the Board to the Community 19:44 Ad Break - Community Financials 20:14 What Happens When You Don’t Have Open Board-to-Community Communication? 27:46 Maintaining Good Relationships With Business Partners and Vendors 29:28 The One Thing You Can Do to Start Eliminating Dysfunction in Your HOA The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
8/26/24 • 34:21
Send us a textThis week we look at the rising trends in HOA Insurance Claims for discrimination, harassment, and bullying (and how to avoid them!) ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/HOA claims are on the rise! Are you facing neighbor disputes, harassment, or discrimination in your community? In this episode, Kevin Davis and Sherry Branson go into the legal aspects of HOA claims, how protect yourself from costly legal battles, and tips for maintaining a harmonious neighborhood and resolving conflicts peacefully. Chapters From This Week's Episode:00:00 The one red line you don’t cross at an HOA 02:57 The increases in HOA neighbor-to-neighbor disputes 06:01 How disputes become really expensive HOA claims08:38 How bullying disputes grow 11:43 How disappointment can turn into a defamation claim 18:42 Ad Break - Association Reserves 19:16 Having a policy for harassment, discrimination, and bullying in your HOA The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
8/19/24 • 28:45
Send us a textWanting 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 lawsuits03:53 Breach of Fiduciary Duty Claims 07:58 Problems come into play for HOAs when it comes to deferred maintenance13:51 Selective Enforcement - You’re gonna have a bad time19:13 Ad Break - FiPhO Score 19:45 Tips to deal with financial issues and reducing a claim size26:18 Communication Tips for HOAs (Stop these issues before they happen!)The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
8/12/24 • 33:10
Send us a textAre 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.Chapters00:00 Intro to How to Manage HOA Like a Business02:52 Meet Kay & Her HOA03:47 Why Be a Board Member05:30 Best & Worst Parts of Being a Board Member06:05 HOA Meeting Problems07:07 California’s New HOA Water Use Law08:17 Past Board Failures (Assessments & Reserves)09:04 HOA Board Wins11:35 Is Our HOA Funded Enough?15:26 Restating 20yr Old Governing Documents16:47 Communicate with Owners AND Tenants18:21 The Best HOA Management MindsetThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
8/5/24 • 21:04
Send us a textThis 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 Privilege03:50 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 Planning12:18 Consistency and Continuity for Your HOA14:04 Courage in Decision Making in Tough Times17:47 Connection with Community and Other HOA Leaders18:00 Ad Break - Community Financials18:35 Developing Leadership Traits22:57 Curiosity and Continuous Learning27:47 Certificates vs. Essential Traits30:49 Closing ThoughtsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
7/29/24 • 33:13
Send us a textAre 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 julie@adamen-inc.comChapters From This Week’s Episode:00:00 – Your Board Must be United for a Special Assessment01:10 – How do You Pass a Special Assessment?05:02 – Communicating Urgency07:18 – Recruiting Allies09:45 – Belief and Fiduciary Duty12:27 – Engaging Community Volunteers15:16 – Ad Break - Association Reserves15:47 - Getting Different Points of View From Your Association22:20 – Handling Questions and Objections about Special Assessments26:17 – Robert’s story on a failed assessment turned success 29:32 – Closing ThoughtsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
7/22/24 • 34:18
Send us a textHow 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/takeactionGet In Touch with Dawn: dbauman@caionline.orgThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
7/15/24 • 32:12
Send us a textOn 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.The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
7/10/24 • 37:51
Send us a textThis 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 Memberships01:03 HOA Insights Merch Store Announcement 02:52 Come to Our Live Stream!  03:36 Ad Break - Community Financials04:07 Meet Carol05:07 Motivation to Join the Board06:17 Time Commitment as a Board Member07:34 Personality and Attributes Carol Brought to the Board08:15 Carol’s Favorite and Least Favorite Aspects of the Job09:31 Challenges with Board Meetings11:00 Building Captains Concept12:09 Board Culture and Meeting Challenges14:11 External Forces Affecting Board Discussions15:32 State of Carol’s Association Reserve Funds17:23 Special Assessments History19:22 Mediating Disagreements21:28 Property Management and Board Interaction23:04 Future Vision for the Board24:42 Advice for Other Board MembersThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
7/1/24 • 28:02
Send us a textWhat 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 HOAs01:48 - Take Part of Our Live Stream Ask Us Anything!03:38 - Audience Question from Sarah05:07 - Importance of Community Living07:20 - Three Key Responsibilities of Board Members09:56 - Managing Aging Associations11:50 - Informed Board Members Make Better Decisions15:03 - Preparing for Aging Residents17:47 - Importance of Reserves and Maintenance Plans19:42 - Addressing Advanced Deterioration and Financial Issues20:43 - Ad Break - Association Reserves 22:30 - Borrowing Money and De-Conversion Options25:52 - Realities of Aging Associations27:10 - Closing ThoughtsThe views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
6/25/24 • 29:20
Send us a textLearn 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/9oouClT3fYQIn 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…. The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.comNominate yourself or a Board Hero you Know!Board Hero NominationsShop!HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!Connect with Hosts on LinkedInJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linked...
6/17/24 • 28:55
