General Reserves - Association Reserves

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!

Avoiding Reserves Quicksand

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

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!

Budget Success for Boards and Homeowners

Boards of community associations are responsible for the budget, but they often lack effective training...Listen to these 3 experts!

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.

What Do You Do with Your Completed Reserve Study?

What HOA board members & managers should do when they receive their Reserve Study? 2 things to review, 3 results to look for, & 2 to-do's.

Answers to Your Reserve Study Questions!

In this webinar we answer as many of HOA questions as humanly possible in 45 minutes!

Reserve Study “Tips that Make a Difference” with Bob Gourley

Robert & Bob address how much is Enough?, borrowing from Reserves, Operating vs Reserve budgets, FHA-sized contributions, and more!

Tackling Budgets Effectively & Efficiently with Julie Adamen

Focusing on Reserve Study issues, Robert & Julie share “lessons learned” that lead to a more successful future for your HOA.

Stump the Reserve Specialist!

Join Robert & Jim for live questions on Reserve component selection, funding, and Reserve Studies.

Planning for the Predictable with Barry Altland and Bill Chmura

Meet volunteer needs, build a pipeline of volunteers, and have those volunteers handle long-term Reserve planning.