HOA Insights: Common Sense for Common Areas

Hosts: Robert Nordlund, Kevin Davis, Julie Adamen

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!

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Episodes

042 | Better Community and Communication in Your HOA
Yesterday
042 | Better Community and Communication in Your HOA
To better community and communication in Your HOA, you have to be your own HOA marketing team!  ✅ 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 HOA00:00 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 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
041 | Dealing With Frivolous HOA Lawsuits
Feb 19 2024
041 | Dealing With Frivolous HOA Lawsuits
Today we have special guest and Georgia attorney George Nowack to talk about how you can handle frivolous HOA lawsuits and board disputes effectively.  ✅ 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 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
040 | When State Laws Make Leading An HOA Challenging
Feb 12 2024
040 | When State Laws Make Leading An HOA Challenging
Today we explore how state laws affect HOA management, from budget increases to securing homeowner approvals. Navigate your HOA's legal landscape with ease!  ✅ 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 Challenging00:00 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 increasesPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
039 | HOA Board Heroes: Special Assessment Success!
Feb 5 2024
039 | HOA Board Heroes: Special Assessment Success!
This week’s HOA Board Hero dealt with 60 crumbling concrete balconies and successfully navigated and managed an HOA special assessment!✅ 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 ImportantPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
038 | Overcoming Dysfunction in Your HOA
Jan 29 2024
038 | Overcoming Dysfunction in Your HOA
Today, Julie and Robert explore essential strategies to manage and overcome dysfunction in your HOA! ✅ 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 HOA00:00 Speak With One Voice Against HOA Dysfunction02:31 - Addressing a Leaky Member Dispute 04:39 Legal Advice from Adrian Adams09:45 The Importance of Lawyers for Your HOA13:00 Recognizing Signs of HOA Dysfunction19:33 The Impact of Inaction in HOA Management22:19 Ad Break - FIPHO Score 22:50 HOA Dysfunction Through Being Proactive About the WRONG Things27:13 What if You're the Minority Vote on a Board? 31:14 Opinions on State Ombudsman 33:40 Closing Thoughts on HOA DysfunctionPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
037 | Avoiding HOA Fraud
Jan 22 2024
037 | Avoiding HOA Fraud
Learn to detect and prevent HOA fraud with these key steps. Safeguard your association’s funds and inspire transparency among your community!✅ 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 Fraud00:00 Intro to Avoiding HOA Fraud02:38 How Much Money to Hold in Operating Account04:38 Is Fraud a Real Concern for HOA Reserves?07:06 How Fraud is Usually Done12:22 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 Fraud18:50 Should Multiple People Have Access?19:45 Spotting Fraud in Your HOA23:15 Does a homeowner Have a Right to Ask for Reports?27:02 Should Financial Info Be Sent Monthly?28:36 Tips for Financial ManagementPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
036 | Avoiding A $1Million HOA Insurance Claim
Jan 15 2024
036 | Avoiding A $1Million HOA Insurance Claim
Are you up against a huge HOA claim? Learn these key strategies to help you handle large insurance claims and how to avoid them!✅ 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 Claim00:00 Intro to preventing a big HOA insurance claim02:40 Is Noise a Liability Problem?05:00 A Real $1 Million Case09:11 Traits of Reputational Damage11:13 Old VS New HOA Board12:15 The Insurance Provider Perspective15:05 Suing as a 3rd Party VS Same Party16:51 Defamation Vs Libel17:32 Intentional & Willful Acts18:21 What Insurances Will Do20:51 What’s Happened to HOAs22:17 The Solution26:35 How Words Matter in the HOA Board29:23 Behavior is The CulpritPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
035 | Transforming a Divided HOA Board
Jan 8 2024
035 | Transforming a Divided HOA Board
See how one HOA board member overcame division to enhance community and financial management.✅ 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 Board00:00 Intro to being on the HOA Board02:51 About This Board Hero03:40 Why I Joined the Board06:35 Changing the HOA at Large09:30 The Best & Worst of Being on the HOA Board11:10 Challenges of Being a Treasurer16:06 The Culture of Your HOA Board17:20 Your Board Needs Different Angles18:29 How His Board is Improving20:02 Animosity in the HOA Board21:58 Ways This Board Can Improve25:27 Advice for NEW Board Members26:19 Advice for Odd Ones Out Board MembersPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
034 | It All Depends On HOA Leadership
Dec 18 2023
034 | It All Depends On HOA Leadership
Strong HOA leadership builds community and trust. Learn how to communicate effectively, resolve conflict, and utilize policies for successful leadership. ✅ 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 Leadership00:00 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 Leadership13:06 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 associationsPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
033 | Being a Servant Leader for Your HOA Community
Dec 11 2023
033 | Being a Servant Leader for Your HOA Community
Discover the impact of Servant Leadership in your HOA Community with special guest Vishnu Sharma  ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Join us in exploring the transformative power of Servant Leadership within an HOA Community . With our special guest Vishnu Sharma, we talk about how Servant Leadership can revolutionize your HOA management and community engagement. While touching upon essential financial management aspects, the primary focus is on the philosophy and application of servant leadership principles. Learn how to effectively guide your community, foster a collaborative environment, and build a stronger, more unified association. Understand the challenges of HOA management and discover innovative solutions and strategies that put community needs first.Contact Vishnu at:Vishnu.Sharma@goenumerate.comChapters from today's episode: Being a Servant Leader for Your HOA Community00:00 Accommodation in the HOA Industry 02:05 Introduction to Vishnu Sharma 06:24 Accounting & Finance for Community Associations 11:45 Being a “Servant Leader”  15:11 Tips for HOA Board from Vishnu to help with a community’s monthly financials 19:50 Ad Break - Kevin Davis Insurance Services 20:23 Continuation of Tips for HOA Board from Vishnu to help with a community’s monthly financials 24:23 What future trends are coming soon to your HOA? 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
032 | Guarding against "Reputation Damage" in Your HOA
Dec 4 2023
032 | Guarding against "Reputation Damage" in Your HOA
Today Kevin and Robert explore how to manage reputational damage in HOAs and maintain community harmony. ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ This episode isn't just about rules and regulations; it's about the heart of community living. Learn how to navigate the delicate balance of enforcing policies while fostering respect and understanding among residents. We tackle the tough questions: How do you maintain order without stepping on toes? How do you turn conflict into cooperation? Join us for a journey through the complexities of HOA management, blending expert advice with relatable, real-life scenarios. Perfect for HOA board members and residents who believe in building not just a community, but a home for all. Chapters from today's episode: Guarding against "Reputation Damage" in Your HOA00:00 Disrespect and accountability in a HOA.02:39 Dealing with Troublemaker Homeowners06:11 What is reputational damage?07:06 Should you be careful around that “one person” in your association?09:07 Written/digital reputational damage10:50 Dealing with incivility in your HOA18:53 How is your reputation actually damaged and measured? 21:12 Learning not to be reactionary & building up personal skills25:37 Being Kind & Honest27:18 how to deal with troublemakers at a HOA Board MeetingPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
031 | HOA Q&A With Robert Nordlund
Nov 27 2023
031 | HOA Q&A With Robert Nordlund
Robert Nordlund answers key HOA queries on reserve funding.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ Join Robert Nordlund in a vital Q&A session focused on HOA management and reserve funding. This episode is packed with information critical for HOA board members, from maintaining financial health to ensuring sustainable operations in community associations. Learn about the nuances of budgeting, legal responsibilities, and effective governance directly from a seasoned expert. This discussion is tailored to empower those leading HOA governance, offering practical advice and insights. Chapters from today's episode: HOA Q&A With Robert Nordlund 00:00 Remember Your Job on the HOA  01:09 Intro to Q&A Episode 03:01 Why Fund HOA Reserves At All?  12:39 Operating vs Reserves 15:07 How do you pay for a Reserve Study?  16:45 Does a well funded reserve account make any difference in home values?  20:13 Ad Break - Association Reserves 20:44  What if homeowners don’t want to fund HOA Reserves on a regular basis?  24:25 Why should you trust a Reserve Study 26:32 Florida Reserve Study Questions 27:44 How to deal with big unplanned expenses?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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
030 | HOA Board Heroes: Successes of a Small DIY HOA Board
Nov 20 2023
030 | HOA Board Heroes: Successes of a Small DIY HOA Board
Discover the triumphs of a small DIY HOA Board and how they enhanced community living on this special “HOA Board Heroes” Episode!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Join us as we delve into the inspiring journey of a small DIY HOA Board, navigating the complexities of community management. Our episode uncovers the skills, leadership, and strategic decisions that propelled property values and community engagement to new heights. Learn from an HOA Board Hero about the intricacies of laws, governance, and effective management. Whether you're a new HOA board member or a seasoned professional, this episode is packed with valuable insights to elevate your community!Chapters from today's episode: HOA Board Heroes- Successes of a Small DIY HOA Board00:00 Patience and reactivity in HOA board meetings. 02:20 Ad Break: FIPHO Health Score 02:52 Intro to Board Hero Robert Willis and his community 07:28 What it’s like being a Absentee HOA Board Member 09:40 HOA Board leadership and maintenance of a condominium complex 12:33 Robert’s feeling on HOA Board meetings 13:22 Robert’s unique way of funding his community 16:04 Robert’s relationship with property managers & his most interesting challenge while serving on the board 19:31 What Robert will be doing to improve his association over the next year 22:30 Final words of advice for HOA Board Members from RobertPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
029 | HOA Board Member Job Descriptions
Nov 13 2023
029 | HOA Board Member Job Descriptions
Learn vital HOA board member roles & how to lead with honesty. Improve your community with expert tips. ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Today Julie and Robert to take a deep look at HOA board member responsibilities. Explore the significance of truthfulness, commitment, and the power of effective communication in community management. Gain practical advice on how to attract and recruit the right candidates for your board, understanding the intricacies of roles, responsibilities, and the crucial need for transparency. Discover how to navigate personal agendas, promote common sense decision-making, and the importance of moving forward as a united board. This guide is an invaluable resource for current and prospective HOA board members committed to building a thriving, well-managed community.Chapters from today's episode: HOA Board Member Job Descriptions00:00 Truthfulness in HOA board member commitment 02:04 How to describe an open a HOA board member position attractively enough 04:50 Leave nothing to hide in your HOA Board member position 08:55 Communication and transparency in homeowners associations 15:55 Bringing common sense and care to your HOA Board 21:48 Ad Break - Kevin Davis Insurance Services 22:17 What’s really the job of a HOA Board Member? 27:35 HOA governance policies and best practicesPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
028 | On The HOA Board? Now What?
Nov 6 2023
028 | On The HOA Board? Now What?
Learn the key responsibilities and rights for HOA board members. We’ll show you how to maximize your board's effectiveness and explain your exact role!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Jump into the world of HOA board governance in our latest episode of HOA Insights. Today we’re diving into the complexities of managing homeowners associations. From the basics of understanding laws and documents, to mastering decision-making and compliance, we cover every angle for new and existing board members. Featuring consulting expert and seasoned HOA board member, Tom Connolly, take away his advice and practical tips today. Learn about the importance of relying on professional experts in every field, navigating board disagreements, ensuring transparency, and prioritizing the community's greater good. Whether you're a new board member shocked by the responsibilities or an experienced member seeking fresh perspective, we’ll provide invaluable wisdom to make your tenure successful and impactful.Connect with Tom Connelly: tom@connollyconsulting.orgChapters from today's episode: On The HOA Board? Now What?00:00 Intro to being on the HOA Board02:17 About Tom Connelly03:01 Dealing with a Divided HOA Board04:32 Reasons for Joining HOA Boards07:47 What New Board Members Should Know13:44 Understanding HOA Responsibilities15:34 Community Financials Ad Break16:11 Making HOA Decisions for the Greater Good19:33 Using The Business Judgment Rule23:24 Board Member Roles: You Need True Experts25:26 Deferred Maintenance26:23 The Rights of the HOA30:09 What Isn’t Your Role as a Board MemberPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
027 | How To Avoid HOA Lawsuits
Oct 30 2023
027 | How To Avoid HOA Lawsuits
Equip yourself with key strategies to prevent HOA lawsuits and maintain peaceful community living!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Learn how to steer clear of HOA lawsuits in our comprehensive guide for board members. Kevin Davis and Robert Nordlund lay down the common causes of legal disputes in HOAs, including breaches of fiduciary duty and failure to maintain issues. Understand the critical role of communication and expert advice to avoid conflicts within your association. Gain insights into the top challenges facing HOA board governance, such as selective enforcement and common area management. Join us to explore effective tactics for reducing community tension, handling conflict resolution, and prioritizing homeowner satisfaction!Chapters from today's episode: How To Avoid HOA Lawsuits00:00 Intro to avoiding HOA Lawsuits02:20 Common reasons for lawsuits against HOAs08:03 Reducing conflict in a community association18:48 HOA board member duties and potential legal issues19:41 Association Reserves Ad Break20:13 HOA board member duties and potential legal issues CONTD 23:33 Association management, rules, and liability25:11 Having a clear policy for handling conflict27:31 Differences between types of associationsPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
026 | HOA Board Heroes: Faithful Service to the HOA Community
Oct 23 2023
026 | HOA Board Heroes: Faithful Service to the HOA Community
On this week’s special “HOA Board Heroes” episode listen to Carol Laurence's journey, challenges, and advice as a dedicated HOA Board member in Pasadena.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/ In this episode for “HOA Board Heroes” we interviewed Carol Laurence, a passionate HOA Board member from Pasadena's Allen Ave Square North. Carol has faithfully served her community for decades, tackling challenges with kindness and dedication. Through the ups and downs of property management, dealing with negativity, and ensuring transparency in the association, Carol stands as a beacon of service. Chapters from today's episode: HOA Board Heroes - Faithful Service to the HOA Community 00:00 Always be kind to everyone in your HOA Community02:03 Ad Break - OurPHIPHO.com 02:35 HOA Board Hero Introduction - Carol Laurence 03:42 What motivated Carol to join her community’s HOA Board  04:33 What are the term limits on Carol’s HOA Board & How many hours did she invest per week 06:05 Carol’s perspective on her HOA’s financial Health 06:56 Carol’s favorite and least favorite parts of serving on her HOA Board 08:10 What is the culture at Carol’s HOA  10:31 HOA board meeting challenges and successes. 12:00 Carol’s biggest challenges being on her HOA BoardPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
025 | Care For Your HOA Board Volunteers!
Oct 16 2023
025 | Care For Your HOA Board Volunteers!
Today we'll learn how you can best support HOA board volunteers. Learn about intentional community management, volunteer retention, and effective committees.✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Julie Adamen and Robert Nordlund unpack the pivotal role of HOA board volunteers. From nurturing a healthy pool of volunteers and ensuring accountability, to leveraging their skills effectively in committees, every association needs a solid volunteer foundation.Click Here For Julie's Committee Guidelines Handout Chapters from today's episode: Care for your HOA Board Volunteers!00:00 Start a positive culture for your HOA Volunteer Board  01:14 Maintaining a healthy pool of volunteers for HOA community associations 04:21 What drew Julie in to volunteer for her first HOA board 09:28 How to draw in more neighbors to help with lower-lift HOA volunteer opportunities 11:37 How to create a satisfying experience for HOA Board Volunteers 15:56 Kevin Davis Insurance Services Ad Break  16:04 What does HOA Board Volunteer recruitment look like?  21:01 Grooming committee members for future HOA Board positions 25:13 Creating a positive community culture through intentional management 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
024 | HOA Emergency Planning For Your Community!
Oct 9 2023
024 | HOA Emergency Planning For Your Community!
Make sure you’re prepared with today’s episode all about HOA emergency planning! ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Join us as we prepare our listeners for of HOA emergency planning tailored for community associations. In this episode, we navigate the challenges of emergency preparedness, from understanding the nuances of wildfire prevention to establishing robust emergency response systems. Learn the importance of tailoring evacuation plans and setting up rallying points for various association types. Gain insights from high-rise building emergency protocols, and understand the vital role of on-site management. Hear from seasoned experts, including Arielle Hansford, Vice President of First Service Residential, and Robert Nordlund, as they shed light on fostering community involvement and the significance of regular drills and communication plans. Equip yourself with the knowledge to ensure the safety and resilience of your community association.Chapters from today's episode: HOA Emergency Planning For Your Community! 00:00 You always need to be prepared for any HOA emergency 02:38 HOA Emergency planning and disaster preparedness for wildfires 04:45 The difference between natural and man-made disasters  08:38 The importance of having good relationships with neighboring communities for disaster preparedness 11:19 Creating Assembly/Rally Points for your HOA  15:33 Having the right preparedness resources for your HOA community  17:43 Community Financials Ad Break  18:43 Who sets up emergency procedures in your HOA community?  23:43 Look to your community for potential emergency preparedness skills 29:07 Do communities do fire drills? 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/
023 | How Are We Going to Pay for HOA Insurance?
Oct 2 2023
023 | How Are We Going to Pay for HOA Insurance?
Today we explore rising HOA Insurance premiums, their causes, and strategies for cost management. Get insights on expert help & budgeting for community associations!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Kevin and Robert look at the intricacies of rising HOA Insurance premiums in this episode. Unearth the primary causes behind these surges, ranging from increasing construction costs, fierce market competition, to inflation. Hear firsthand from industry veterans on the challenges the insurance sector faces, particularly with the rising claims from natural disasters and the current competition-driven market scenario. Dive deep into the heart of community association financial planning, understanding the pitfalls of unexpectedly high premiums and the strain they can impose. Learn about the value of collaborating with insurance specialists and the risks associated with a DIY approach. By the end, you'll gain a comprehensive grasp on effective budgeting techniques, the significance of shopping with a knowledgeable provider, and how to ensure optimal insurance coverage for your community association. A vital listen for any HOA board member navigating the turbulent waters of insurance and budgetingChapters from today's episode: How Are We Going to Pay for HOA Insurance?00:00 How on earth can you pay for HOA Insurance nowadays?  02:14 Why inflation is pumping up HOA insurance rates and premiums 06:55 Insurance industry challenges and rate increases 11:55 Budgeting HOA insurance costs 15:19 Ad Break - Association Reserves 15:52 Is there a magic solution to budgeting for your HOA insurance prices?  18:16 How to find a HOA community specialist 22:38 The current state of HOA Insurance rates and competition 27:33 Episode Wrap UpPodcast 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.comConnect with Hosts on LinkedIn & TwitterJulie Adamenhttps://www.linkedin.com/in/julieadamen/Kevin Davis, CIRMShttps://www.linkedin.com/in/kevin-davis-98105a12/Robert Nordlund, PEhttps://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/Support Our SponsorsAssociation Insights & Marketplacehttps://www.ourfipho.com/Association Reserveshttps://www.reservestudy.com/Community Financialshttps://communityfinancials.com/Kevin Davis Insurance Serviceshttps://www.kdisonline.com/Stokelight Video & Marketinghttps://stokelight.com/