General Reserves - Association Reserves

Case Studies of Successful Reserve Planning

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.

Utilizing Technology in Reserve Management: Tools and Best Practices

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.

Addressing Common Challenges in Reserve Studies: Q&A Session

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.

Engaging Homeowners: Communicating the Important of a Reserve Study (2025)

Learn how to talk about reserve funding with HOA homeowners, avoid surprises, and build trust using communication that actually works.

Understanding Components of a Reserve Study

See when its time to repair or replace your HOA reserve components and design a component list to maximize cash flow!

Avoiding Reserves Quicksand (2025)

Join Robert & Julie as they uncover the pitfalls of HOA reserves quicksand, how to avoid it, and how to get out of it!

Navigating Reserve Planning

Reserve planning is about anticipating and preparing for the (uncertain) future, so it is bound to not occur exactly according to our plans. That’s why we created this webinar – to showcase three case studies, and allow our audience to “look over our shoulders” as we re-enact what happened at those three associations.

Reserve Funding Lessons Learned Since the Collapse of Champlain Towers South

The Champlain Tower tragedy moved HOAs across the nation. Here's what changed for reserve studies and funding plans after the collapse in 2021.

Breaking the Barrier: Getting Your First Reserve Study!

Eliminate surprises and smooth the path to getting your Reserve Study!

Get On Board

Learn how to increase home values and the successful HOA strategies to promote effective reserve planning at your association.

Reserves in Real Life

What it's like from the project manager's view? Take a look behind the scenes to see what making HOA reserve funding decisions really looks like.

Reserve Study Q&A: Ask the Experts

Do you have a Reserve Study question that you’ve always wanted to ask? Here’s your chance to find the answer!

Behind the Scenes: How a Reserve Study is Made

How is a reserve study made? Join us as we pull back the curtain and show the decisions in Reserve Study preparation for Full & With-Site Visit updates.

Using your Reserve Study (Effectively!)

Let's answer “where are we currently and how do we get to where we want to be?” & “what do I distribute to the HOA, and how?”

Creating a Great Future

The Reserve Study is the road map, but a great map without great decisions doesn’t get you to your destination.

“Budgeting for Success” with Julie Adamen

Move through the budget process with the greatest chance for sufficient funds next year, without cramming before it needs to be approved!

Reserve Planning YOUR Way!

Introducing uPlanIt, a Reserve calculator unlike any other on the market today!

How to Read Any Reserve Study in 5 min or Less!

Confused about what to look for in a Reserve Study? Join Robert & Jim as they teach you the key results to look for in any Reserve Study.