General Reserves

When hearing about legal obligations, most people think about state law, and that is indeed part of it, but what we're going to talk about today is much more than state law. In fact, we'll touch very little on the checkerboard of various state laws across the country addressing reserves, and that's because state laws aren't the things that primarily drive reserve planning or reserve funding. By the end of today's webinar, I believe you'll learn that reserve funding is foundational to this entire concept of community association living and the community association structure of home ownership.

HOA board members have far more responsibility than most people realize. In the "From Volunteer to Visionary" webinar, we'll lay out the fiduciary duty, HO board leadership, teamwork, communication, reserve funding, and the soft skills needed to guide a community association successfully. Learn how HOA volunteers become leaders who protect property values, build trust, and move their associations forward.

Preventive maintenance is one of the most powerful tools HOAs can use to reduce costs and protect property value. In this webinar Robert Nordlund breaks down with you how proactive care extends the life of common area components, lowers reserve funding needs, and reduces financial risk.

A reserve study is one of the most important tools for HOA financial planning. Learn what a reserve study includes, how it evaluates your HOA’s financial health, and how it helps predict future repair and replacement costs. Understand percent funded, funding plans, and how to avoid costly special assessments.

Reserves are financial AND psychological. In this webinar, we explore why HOA boards and homeowners resist funding Reserves, even when the need is clear.

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.

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.

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

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

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.