HOA Board Members and Fiduciary Duties: What You Must Know to Fulfill Your Duty to Your Association and Protect Yourself from Personal Liability
An Exclusive HOAleader.com Webinar
With Practical Tips for Condo and HOA Boards
Thursday, April 27, 2017—Next Week!
2-3 p.m.
Eastern
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When you volunteered to serve your community association as a board member, did you realize you were agreeing to set aside your own interests and act as a fiduciary on behalf of the entire association? Are you confident you know every scenario where you might trip up and expose yourself to personal liability by failing to live
up to this important duty?
Set aside an hour of your time to learn what you need to know and ensure you're not risking your own financial security by making common—but easily avoidable—mistakes while volunteering as an HOA board member.
Join us for in an in-depth webinar on April 27 led by two community
association experts who will explain in layperson's terms what it means to act as a fiduciary for your association.
You'll learn: - The legal definition of a fiduciary—and the real-life risks you face if you're found to have breached your fiduciary duties
- The specific responsibilities you carry because of your fiduciary duties, including:
- What it means to act in a "representative
capacity"
- Understanding the "business judgment rule"
- How to meet confidentiality requirements
- Tips to help you understand potential conflicts of interest and how they can trigger a breach of your fiduciary
duty
- Best practices to help you avoid the most common conflicts of interest board members face
- Information to help you identify when providing full disclosure will diffuse conflicts of interest, along with practical suggestions for doing that properly
- What you need to know about insurance to
protect you from claims of a breach of your fiduciary duty
- Plus much more!
Arm yourself with the knowledge you need to protect yourself and your association. Bring your entire board
and make sure everyone knows these critical, fundamental concepts of good HOA governance. By proactively educating your entire board, you may just nip a potential conflict of interest problem in the bud. Register now for this informative event for community association board members.
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| Debra A. Warren,
PCAM®, CCAM®, CMCA®, is Vice President of Education at Associa®. Since joining the Associa family in 2012 she held positions on the operations team supervising branches on the West Coast and Canada as well as contributing in the area of client relations and community manager education. Her career in community association management spans over 25 years, including 15 years of experience as a management firm principal and CEO. She is a nationally recognized expert in association management
operations, specializing in education, communication and customer service.
A member of CAI's faculty and a featured speaker at community association conferences across the country and internationally Debra is actively involved in the education of community management professionals and volunteers. She is the past President of the
Foundation for Community Association Research. She has won multiple awards including the "Vision Award — Excellence in Education (CACM)," "Speaker of the Year (OCRC — CAI)," and "Educator of the Year (CAI)."
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| Matthew Zifrony
is a director with Tripp Scott, a law firm in Fort Lauderdale, Fla. He's the president of one of the largest homeowners associations in Broward County and represents numerous condominium and homeowners associations in the tri-county area, providing counsel on such issues as collections, rules enforcement, contractual review, and association documents. Zifrony is past board member of the Community Association Institute. He earned a law degree, with honors, from the University of Florida and a
bachelor's degree, with honors, from the University of Florida's School of Business Administration. |
A webinar is remarkably cost-effective and convenient. You participate from your office, using a regular telephone and a computer with an Internet connection. You have no travel costs and no out-of-office time.
Plus, for one low price, you can get as many people on your condo or HOA board to participate as you can fit around a speakerphone and a computer screen. Because the conference is live, you can ask the speakers questions - either on the phone or via the webinar interface.
You will receive access instructions via e-mail several days before the event. You don't need any additional materials before the webinar starts. Your conference materials will be available for you to view, print, and download when you log in to participate in the event.
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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