How to Read Your Reserve Study
In this webinar, Mike McDermott from the Browning Reserve Group dives into:
* 2023 revised CAI Reserve Study national standards
* Reserve Study purpose and two parts of the reserve study
* Understanding components and expense forecasts
* Understanding funding plans and funding goals
* Member summaries and disclosures
Protect Your Association: Vet Your Vendors
Fiscal Planning & Funding Webinar
This webinar was designed specifically for HOA board members, community managers, and homeowners looking to understand the best practices for planning and funding their community projects
Sponsored by the Browning Reserve Group
Our speakers in this HOA webinar include:
Mike McDermott, The Browning Reserve Group / President of the Association of Professional Reserve Analysts (APRA)
Paul Cutter, Senior Vice President–Wealth Management at UBS Financial
Chris Lucas, Vice President at Heritage Bank of Commerce
BAD DOCS = BAD NEWS
Old governing documents can lead to big problems. Plus, old language can also expose the association to liability.
When CC&Rs (and Bylaws) are more than a few years old, large sections will likely have been superseded by changes in the state’s governing laws, the Davis-Stirling Act.
You have to follow the law no matter what your governing documents say. In most cases the laws supersede your governing documents.
In our workshop, BAD DOCS = BAD NEWS, we discuss these issues, and “specific” things your association needs to know!
Problem Board Members
Elected association officers are, for the most part, people who are well-regarded in the community.
Unfortunately, dealing with inappropriate, and misbehaving HOA board members will soon have the rest of the board members frustrated, tired and threatening to quit.
But, many associations have at least one!
The problem HOA board member that you just want to oust. There are many horror stories about them.
Looking for answers to this problem? Our guest speaker was Attorney John Hansen, ESQ. Partner with Baydaline & Jacobsen LLP.