HOA Reserves, Assessments, Loans, and More: Are You Managing Your Condo/HOA's Finances Wisely? Thursday, September 4, 2025
2-3 p.m. Eastern An Exclusive HOAleader.com Webinar with Practical Tips for Condo and HOA Boards |
Are your reserves fully funded? When was the last time you increased your assessments? When was the last time you passed a special assessment? More importantly: Are you hesitant to fully fund reserves or increase assessments because of the
backlash you predict from owners? The financial side of your role as a condo/HOA board member doesn't have to be filled with tension and angst. Join us for a one-hour webinar on September 4 led by three community association experts—one a manager, one a lawyer, and one a reserves analyst—guaranteed to help you fund your
association's reserves and make other wise financial decisions. You'll walk away knowing today's best practices when it comes to HOA reserves, loans, and how to pay for needed maintenance, repairs, and everyday HOA operations. You'll learn: - Why
condos and HOAs need reserves, including why your owners should be fully behind your efforts to adequately fund them
- What you need to know about how a reserve study is conducted—what physically does it cover, and what financially what does it cover?
- Why you should create a reserve study policy and what should you include in it?
- The roles of loans and special assessments in your condo/HOA's financial planning
- Steps you can take today to begin budgeting (for reserves and for your
community's operations) better
- The most common mistakes boards make when budgeting, handling and managing reserves, and communicating to owners on financial issues
- And much more!
After just one hour, you'll know the HOA industry's best practices when it comes to money matters at your HOA. Register now for this informative event for community association board members. |
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| Matt Kuisle, PE, RS, PRA, is
Southeastern regional executive director at Reserve Advisors in Tampa, Fla. He works daily to help condo/HOA boards and managers fulfill their fiduciary obligations by developing and implementing sound capital funding plans. As a professional engineer and a reserve specialist, he's uniquely positioned in his role of providing a thorough physical property assessment and offering comprehensive solutions to the specific challenges condo and HOA boards are
facing. |
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| Attorney Phaedra J. Howard, CCAL, specializes
in real estate, real estate litigation and appeals, creditor remedies, and community association law, with an emphasis in the representation of condominium, townhome, planned community and cooperative associations at Hellmuth & Johnson in Edina, Minn. Howard assists hundreds of community associations in interpreting and enforcing governing documents; drafting and amending governing documents; handling homeowner and vendor disputes; advising associations on fair housing issues; and providing
legal advice and opinions on a wide variety of issues affecting community associations. |
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| Brad van Rooyen is the president of Folio
Association Management, a Florida-based firm recently integrated into Odevo, a global leader in community association management. With more than 20 years of experience, van Rooyen holds a Florida community association manager license and a Florida real estate license and is a certified property management specialist. He also brings a homeowner's perspective through his service as a homeowners association president. Under his leadership, Folio manages more than 90,000 residents and 45,000 homes
across Florida. |
A webinar is remarkably convenient. You participate from your home or office, using a telephone and computer with an Internet connection. You have no travel costs, hassle, or commute
time.
Because the conference is live, you can ask the speakers questions via the webinar interface. Many attendees tell us this is the most valuable part of the webinar.
And now, with our special group membership offer, your entire board can attend—even from different locations. This offer requires an HOAleader.com Group Membership. When any group member orders, we will set up access for the entire group. Up to 10 users can attend for one low price. It's another incredible deal as part of HOAleader.com Group Membership.
You will receive access instructions via e-mail several days before the event. You don't need any additional materials before the webinar starts. The conference materials will be provided for you to view, print, and download.
Attend with Confidence
If you are not completely satisfied after attending an HOAleader.com event, let us know within 30 days, and we will refund 100% of your registration fee ... no questions asked.
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