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Webinars

Upcoming Webinars

Watch for topics and dates

Past Webinars

Case Studies of Successful Reserve Planning

November 18, 2025 No Comments

What separates a thriving Condo/HOA/Co-Op from one constantly putting out financial fires? Leadership. And that leadership knows to rely on a Reserve Study prepared by an independent, credentialed expert to provide the insights the board doesn’t have. In this webinar, we show four examples of clients, the decions they’ve made, and the adjustments we’ve made, to guide them safely and successfully towards an improved future.

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Utilizing Technology in Reserve Management: Tools and Best Practices

October 22, 2025 No Comments

Technology is changing how community associations manage their money. In this informative webinar, Robert Nordlund and Lisa Beaty reveal how digital tools like HOA Invest and uPlanIt are helping HOAs simplify reserve funds management. From improving transparency to maximizing yield with FDIC-insured investments, this session shows board members how to reduce risk, stay compliant, and strengthen their long-term reserve strategy.

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Addressing Common Challenges in Reserve Studies: Q&A Session

October 16, 2025 No Comments

In this engaging and informative webinar, our experts tackled real-life challenges associations face with reserve funding and planning. From long-term strategies to specific funding scenarios, this session offers actionable guidance to help you make confident, informed decisions about your reserves. Learn how your insurance coverage and reserve plans work together to create a sustainable, cost-effective future for your community.

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Insurance & Reserves in Community Associations

October 9, 2025 No Comments

Insurance costs are skyrocketing, but your community isn’t powerless. Robert Nordlund and insurance pro Terri Guest reveal how well-funded reserves and proactive care can slash risk, attract insurers, and keep coverage affordable. learn why aging roofs and outdated systems send red flags, how underwriters use Google Street View to judge your property, and the exact steps boards must take to show they’re a preferred risk.

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Understanding Reserve Funding

September 17, 2025 No Comments

In this webinar, Robert Nordlund and Bryan Farley cover the realities of deterioration, national Reserve Study Standards, and the difference between Full, Threshold, and Baseline funding.

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Legal Responsibilities of HOA Boards Regarding Reserves

July 8, 2025 No Comments

Your HOA Board has legal responsibilities around managing reserves and ignoring them can lead to major trouble! Adrian Adams joins Robert Nordlund to break down everything you need to know about your board’s legal duty to fund reserves. Learn how skipping your reserve study or delaying maintenance can trigger liability, legal exposure, and disruptive special assessments. If you’re on an HOA Board, this is essential viewing to understand your fiduciary duty, avoid legal pitfalls, and stay compliant!

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