How to Read Your Association's Financial Reports (and Fulfill Your Fiduciary Duty) Wednesday, January 21, 2026
2-3 p.m. Eastern An Exclusive HOAleader.com Webinar with Practical Tips
for Condo and HOA Boards |
Nobody expects you, as a board member, to be a CPA or a super-high-level financial whiz. But to fulfill your fiduciary duties, you do need to be able to understand your association's financial statements, ask good questions about its financial status, and spot potential problems. And in the past five years, these skills have become all the more complicated by the hyper-focus on deferred maintenance that emerged in the wake of the Surfside, Fla., condo collapse, along with several years of stubborn inflation. This webinar, led by two community association
management experts, will help get you there. These two veteran industry leaders will cover: - The major financial reports for community associations and what each shows you, from balance sheet and cash flow to bank statements, check stubs, and credit card statements
- Common issues that arise throughout the year, such as what to do when your budget varies from its original figures
- The difference between cash and accrual accounting and why it matters
- How condo/HOA finances have changed for communities in times of COVID, including new budget line items you should consider
- How to spot potential fraud (Hint: You need to look not just at bank statements but also financial reports, for instance)
- The
role of your advisors:
- Bookkeeper and CPA (is every bookkeeper a CPA? Is every CPA a bookkeeper? Does it matter?)
- Banker
- Manager
- Attorney
- Tax advisor
- Other financial professionals you might want to consider adding to your team, along with where to draw lines between the advisors' roles)
- What you need to know to understand investment reports and reserve reports
- The differences when it comes to financials for self-managed HOAs
- Recordkeeping: What's public, what gets
shared with members, what just gets summarized, and what doesn't get shared at all?
In just one hour, you'll get the information you need to begin confidently reviewing financial reports for your association and identifying when something doesn't seem right. Register now for this informative event for community association board
members. |
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| Katie Anderson, PCAM®, AMS, CMCA, is
founding owner of Aperion Management Group in Bend, Ore. She has more than 20 years of HOA experience and has managed communities from 12 to 1,500 units. She possesses a depth of knowledge in financial management and long-term reserve planning. She also has extensive experience in developing and early-stage community planning, including document development, budget creation, reserve study planning, and rule and resolution drafting. Anderson is a founding member of the Central Oregon Chapter of
CAI. She was also appointed to the board of the Alliance of Community Association Managers. |
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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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