Webinars

Upcoming Webinars

Watch for topics and dates

Past Webinars

The HOA Loan

Summer is the time for large maintenance and landscape projects and that means spending the big bucks. Too often, HOA discover that they don’t have the money to cover these large expenses. This usually leaves the association with the choice to either impose a special assessment or get a loan. So what one do you choose?

Read More »

Reserve Study Results – What to Expect

Every Reserve Study gives you three key pieces of information, useful for annual budget planning and owners disclosure purposes. Knowing what to look for will save you time and allow you to more effectively communicate those results to others. The three results are:

Read More »

The Two Parts of a Reserve Study

Every Reserve Study has two parts: information on the physical condition of the property and the financial analysis that consists of results computed based on that information. While every Reserve Study should have a similar

Read More »

Planning Your Reserves to Avoid Disasters

We know a few things about the future: that it will come, and that it will probably not be exactly what we expect. In order to minimize the number of these future “surprises”, we counsel associations to prepare for the expenses that are predictable. Expenses that can be anticipated fall into two categories: the Operating Budget (for daily/weekly/monthly expenses), and the Reserve Budget (for large expenses that occur annually or less frequently). The larger expenditures, and thus the larger opportunities for failure, fall into the realm of the Reserve budget.

Read More »